CPO加速调整，中际旭创跌超3%，5G通信ETF、创业板人工智能ETF华夏连续4日获得资金净申购

Group 1 - The A-share market is experiencing a style switch, with high-position sectors seeing profit-taking and low-position sectors undergoing a rebound, particularly in the AI computing power sector, which is facing increased volatility and divergence due to funding and overseas news influences [1] - The current AI wave is not a repeat of the 2000 internet bubble, as the market is now driven by highly profitable "cash cow" companies with solid earnings growth and cash flow support, contrasting with the speculative "concept stocks" of 2000 [1] - Major ETFs related to AI and 5G communication have seen declines of over 1%, while there has been a continuous net inflow of funds over the past four trading days, indicating a mixed sentiment in the market [1] Group 2 - Short-term adjustments in the market provide a higher cost-performance layout window for long-term investments, with the AI sector expected to continue its trend of growth supported by China's unique advantages such as engineer dividends and a large user base [2] - The long-term logic of industry development remains unchanged, and core global industry products in the computing power chain are expected to accumulate momentum for future increases after recent short-term adjustments [2]