Group 1 - The core viewpoint of the articles highlights a collective adjustment in popular technology sectors, particularly in storage chips and CPO, with significant movements in AI-related indices and ETFs [1][2] - The Shanghai Municipal Bureau of Statistics reported that the manufacturing output of the three leading industries grew by 8.5% year-on-year in the first three quarters, with AI manufacturing growing by 12.8%, integrated circuit manufacturing by 11.3%, and biomedicine manufacturing by 3.6% [1] - Dongxing Securities believes that the AI industry is currently experiencing a three-dimensional resonance of policy, technology, and demand, supported by top-down policy empowerment and potential funding, indicating a positive outlook for domestic chip and cloud computing leaders [1] Group 2 - The CSI Artificial Intelligence Theme Index covers leading companies across various segments of the AI industry chain, while the STAR Market AI Index consists of 30 large-cap AI-related stocks, with a significant focus on basic chips and AI applications [2] - The AI ETFs (159819 and 588730) track the aforementioned indices, providing investors with opportunities to capitalize on investments in the AI industry chain [2]
人工智能ETF(159819)盘中获超3000万份净申购,机构认为AI行业景气度仍有上行空间
Mei Ri Jing Ji Xin Wen·2025-10-23 05:51