Mei Ri Jing Ji Xin Wen·2025-10-15 04:51Core Insights - The A-share major indices stabilized and rebounded on October 15, with diverse hotspots in the market, including sectors like excavators, operating systems, e-commerce, and digital government leading the gains [1] - The AI-focused ETF, Huaxia (159381), tracking the ChiNext AI Index, saw significant inflows, accumulating 114 million yuan over the past 10 trading days, indicating strong investor interest in high-growth sectors [1] Group 1: Market Performance - The market showed a recovery with various sectors performing well, particularly in excavators, operating systems, e-commerce, and digital government [1] - The Huaxia AI ETF, which focuses on AI-related companies, turned positive during trading, with key holdings like Chengmai Technology and Capital Online leading the gains [1] Group 2: ETF and Investment Trends - The Huaxia AI ETF has a low expense ratio of 0.20%, the lowest among its peers, and has a significant allocation of 51.8% to optical modules, covering domestic software and AI application companies [1] - The top three weighted stocks in the ETF are Zhongji Xuchuang (20.95%), Xinyi Sheng (20.42%), and Tianfu Communication (5.39%) [1] Group 3: Institutional Outlook - Longjiang Securities remains optimistic about the AI sector, noting that the actual performance PE of leading optical module companies is significantly lower than consensus expectations, suggesting room for valuation growth [1] - CITIC Construction emphasizes that while North American tech stocks may be influenced by market sentiment, the underlying industry trends remain strong, advising continued focus on optical modules and computing power sectors [1]