连续三日“吸金”累计超1.1亿元，科创板人工智能ETF（588930）小幅上涨，机构：AI产业投资可遵循四大主线

Core Viewpoint - The A-share market is experiencing fluctuations, particularly in the AI sector, with notable movements in specific stocks and ETFs related to artificial intelligence [1][2]. Group 1: Market Performance - On September 26, the three major A-share indices opened lower, with the Shanghai Stock Exchange's Sci-Tech Innovation Board AI Index down by 0.01% [1]. - Among the constituent stocks, Jingchen Co. saw an increase of over 6%, while other companies like Anlu Technology, Lanke Technology, Fudan Microelectronics, and others also experienced gains [1]. Group 2: ETF Activity - The Sci-Tech Innovation Board AI ETF (588930) turned positive early in the trading session, rising by 0.18% with a trading volume exceeding 13 million yuan [2]. - This ETF has recorded net inflows for three consecutive trading days, accumulating over 110 million yuan [2]. - The ETF closely tracks the performance of the Shanghai Stock Exchange's Sci-Tech Innovation Board AI Index, which includes 30 large-cap companies involved in providing foundational resources, technology, and application support for AI [2]. Group 3: Global AI Investment Trends - According to IDC, global AI IT investment is projected to reach $315.9 billion in 2024, with expectations to grow to $1,261.9 billion by 2029, reflecting a compound annual growth rate (CAGR) of 31.9% [2]. - The generative AI market is anticipated to grow at a CAGR of 56.3%, reaching $607.1 billion by 2029, which would account for 48.1% of the total AI market investment [2]. Group 4: Investment Strategies in AI - Galaxy Securities outlines four main investment themes in the AI industry: 1. Computing infrastructure, including domestic AI chips, AI servers, intelligent computing centers, and green computing facilities 2. AI Agent and MaaS services, covering vertical industry software, low-code platforms, and system integrators 3. Intelligent terminals and embodied intelligent robots, including smart connected vehicles, AI smartphones/PCs, AR/VR, and the associated supply chain 4. AI and green low-carbon initiatives, involving smart grids, industrial energy conservation, carbon management software, and system integration [3].