Core Insights - The Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index has decreased by 1.86% as of November 7, 2025, with notable declines in stocks such as Fudan Microelectronics and Chipone Technology [3] - Microsoft is pursuing a more advanced form of AI called "superintelligence," aiming for breakthroughs in fields like medicine and materials science, led by Mustafa Suleyman [3] - The AI programming platform Cursor has upgraded to version 2.0, introducing a self-developed model called Composer, which significantly enhances coding efficiency and speed [4] Market Performance - The Sci-Tech AI ETF (588790) has seen a decline of 1.88%, with the latest price at 0.78 yuan, but has accumulated a 22.73% increase over the past three months [3] - The Sci-Tech AI ETF has experienced a significant growth in scale, increasing by 32.46 billion yuan over the past six months, ranking it among the top 10 comparable funds [4] - The ETF's recent weekly share growth was 14.4 million shares, placing it second among comparable funds [5] Fund Flow and Composition - The latest net outflow for the Sci-Tech AI ETF was 23.71 million yuan, but it has seen net inflows on four out of the last five trading days, totaling 140 million yuan [5] - The index tracks 30 large-cap stocks that provide foundational resources and technology for the AI sector, with the top ten stocks accounting for 70.92% of the index [5]
微软瞄准“超级智能”新赛道，科创AIETF(588790)回调迎布局时点