机构：本轮行情仍未结束，科技板块表现强势

Group 1 - The technology sector is experiencing a downturn, with declines in 5G, chips, electronics, and artificial intelligence, while the AI ETF (515070) saw a drop of over 2% during trading, with transaction volume exceeding 500 million yuan [1] - Guosen Securities indicates that the current stock market rally began on September 24, 2024, driven by a combination of monetary, real estate, and capital market policies aimed at combating deflation and boosting domestic demand [1] - The current A-share fundamentals are showing signs of improvement, particularly in the technology sector, while some cyclical and traditional consumer industries are underperforming [1] Group 2 - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), selecting stocks that provide technology, basic resources, and applications for artificial intelligence, focusing on the midstream and upstream of the AI industry chain [1] - The top ten weighted stocks in the AI ETF include leading domestic technology companies such as Zhongji Xuchuang, Xinyi Sheng, Hanwha Technology, and Hikvision [1]