Core Insights - The AI hardware sector is experiencing a pullback, while AI application stocks like Kingsoft Office and Foxit Software are performing well [1] - The 10th China International Artificial Intelligence Conference is being held in Shanghai, showcasing new AI products and technologies [1] - Dongxing Securities highlights a three-dimensional resonance in the AI industry driven by policy, technology, and demand, indicating a positive outlook for the sector [1] Industry Overview - The China Securities Artificial Intelligence Theme Index has decreased by 0.2%, and the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index has dropped by 0.6% [1] - The AI industry is supported by top-down policy empowerment and potential funding, with leading domestic chip and cloud computing companies gradually validating their performance [1] - The AI industry is expected to maintain its leading position in technology investment, with continued upward momentum [1] Investment Opportunities - The China Securities Artificial Intelligence Theme Index covers leading companies across various segments of the AI industry chain, with a balanced industry distribution [1] - The Shanghai Stock Exchange Sci-Tech Innovation Board AI Index consists of 30 large-cap stocks related to the AI industry chain, with a significant focus on foundational chips and AI applications [1] - AI ETFs (159819) and Sci-Tech Innovation AI ETFs (588730) track these indices, providing investors with a streamlined way to invest in the AI industry chain [1]
人工智能板块再迎催化,关注人工智能ETF(159819)、科创人工智能ETF(588730)等产品投资机遇
Mei Ri Jing Ji Xin Wen·2025-10-28 06:38