Core Viewpoint - The A-share market is experiencing a strong performance, particularly in sectors related to AI computing power, with significant capital inflows into related ETFs and stocks [1] Group 1: Market Performance - On October 29, the A-share market opened high, with the Shanghai Composite Index making another push towards the 4000-point mark [1] - Key sectors such as Hainan Free Trade Zone, quantum technology, memory, GPU, and optical module CPO are showing active performance [1] - Technology stocks like Industrial Fulian, Putian Technology, Guangke Technology, Huanxu Electronics, Luxshare Precision, and Huagong Technology are trading positively [1] Group 2: ETF and Capital Inflows - The Huaxia ChiNext AI ETF (159381) and the 5G Communication ETF (515050) saw gains exceeding 2% at one point [1] - Over the past 20 days, the Huaxia ChiNext AI ETF (159381) has received a net inflow of over 110 million yuan, while the 5G Communication ETF (515050) has attracted over 100 million yuan for four consecutive days [1] Group 3: Industry Outlook - CITIC Securities indicates that the latest "14th Five-Year Plan" emphasizes accelerating innovation in AI and digital technologies, enhancing the efficient supply of computing power, algorithms, and data [1] - The penetration rate of AI large models remains low, and the development of large models is still in its early to mid-stages, suggesting a long industrialization cycle ahead [1] - Investment in computing power is expected to grow alongside the revenue from large models, indicating a high potential ceiling for investments in this area [1]
创业板人工智能ETF华夏(159381)盘中涨超2%,近20日吸金超1.1亿元