AI回调时,资金在行动:“AI双子星”159363、589520双双开启吸金模式
Mei Ri Jing Ji Xin Wen·2025-11-11 04:23

Group 1 - The core viewpoint of the articles highlights the performance of AI-related ETFs, particularly the entrepreneurial AI ETF (159363) and the Sci-Tech AI ETF (589520), which are experiencing significant market activity and investment interest despite short-term volatility [1][2][3] - The entrepreneurial AI ETF (159363) has a focus on leading companies in the optical module sector, with over 54% of its holdings in this area, and has seen a recent increase in trading volume, averaging over 700 million yuan daily [1] - The Sci-Tech AI ETF (589520) is strategically positioned in the domestic AI industry chain, with a strong emphasis on semiconductor companies, and has attracted 28.66 million yuan in the last five days, indicating robust investor confidence [2] Group 2 - Analysts from First Shanghai express optimism about the long-term growth of computing hardware driven by AI applications, despite short-term market fluctuations [2] - CITIC Securities emphasizes the importance of viewing the AI industry revolution from a long-term perspective, comparing it to the industrial revolution, and expresses a positive outlook on the demand for computing power driven by AI [2]