机构Q3超配AI算力链；科创人工智能ETF(588730) 连续两日“吸金”合超6600万

Group 1 - The core viewpoint of the news highlights the positive performance of the AI sector in the Chinese stock market, particularly the rise of the Sci-Tech Innovation Board AI Index and related ETFs [1][4] - The Sci-Tech Innovation AI ETF (588730) has seen significant capital inflow, accumulating over 66 million yuan in the last two days and over 430 million yuan in the past 60 days, with a current fund size of 1.637 billion yuan [1] - The National Development and Reform Commission and the National Energy Administration have issued guidelines to enhance intelligent control technologies to promote renewable energy consumption, emphasizing the integration of AI, big data, and cloud computing [3] Group 2 - According to Huatai Securities, the communication sector's fund holdings in the top ten increased to 7.26% in Q3 2025, reflecting a 3.58 percentage point rise, with a continued increase in the overweight ratio to 3.36% [3] - The report indicates that sectors such as optical modules, liquid cooling, optical chips, and optical fiber cables have seen increased holdings, with a positive outlook for the AI computing chain and core asset value reassessment in the communication industry [3] - The Sci-Tech Innovation AI Index comprises 30 large-cap companies involved in providing foundational resources, technology, and application support for AI, reflecting the overall performance of representative AI companies in the Sci-Tech Innovation Board market [4]