Group 1 - The core viewpoint of the article highlights the strong performance of artificial intelligence hardware themes in the market, with the China Securities Artificial Intelligence Theme Index rising by 2.1% and the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index increasing by 0.1% [1] - Huazhong Securities anticipates a high probability of a 25 basis point rate cut by the Federal Reserve at the end of October, which, along with the Fourth Plenary Session emphasizing the completion of annual goals, suggests improving internal and external factors for the market [1] - The market is expected to continue its upward trend in the short term, with a clear return to technology as the core focus, particularly in AI industry trends related to computing power, applications, and military technology [1]
科技或仍是市场主线，关注人工智能ETF（159819）、科创人工智能ETF（588730）等投资机会
Sou Hu Cai Jing·2025-10-27 04:57