国产AI回调蓄势？资金逢跌布局科创人工智能ETF（589520）！机构：AI Agent应用基本面或具有强爆发力！

Core Insights - The domestic AI industry chain is experiencing a market correction, with the Sci-Tech Innovation Artificial Intelligence ETF (589520) seeing a price drop of over 2.6% at one point, currently down 1.47% [1] - The ETF attracted 3.68 million yuan in a single day last Friday, indicating potential investor interest during market dips [1] - As of October 31, all 30 constituent stocks of the ETF have reported Q3 earnings, with 20 companies profitable and 22 showing year-on-year net profit growth, led by Cambricon with a staggering 321% increase [3] Policy and Market Trends - The new five-year plan emphasizes the implementation of "AI+" actions to empower various industries, with a goal of establishing over 50 fully digital transformation cities by the end of 2027 [3] - The importance of technological self-reliance is highlighted amid complex international circumstances, accelerating the domestic AI industry chain's localization process [4] Investment Highlights - The ETF is positioned to benefit from top-level policies that could ignite AI sector growth, with constituent stocks being key players in their respective segments [6] - The ETF offers a low-threshold investment opportunity with a 20% price fluctuation limit, enhancing efficiency during market surges [6] - Since its low point on April 8, the ETF has risen by 60.36%, outperforming other indices like the Sci-Tech Composite Index and Sci-Tech 50 [6][7]