机构称AI产业链将迎新发展机遇，关注人工智能ETF(159819)、科创人工智能ETF(588730)配置价值

Core Viewpoint - The artificial intelligence sector is experiencing rapid development, with ongoing technological innovations and expanding application scenarios. Increased policy support and market demand are expected to create new growth opportunities in the AI industry chain, particularly in upstream areas like chips and algorithm frameworks, which are seen as key investment focuses for the future [1][3]. Group 1: Index Performance - The Shanghai Stock Exchange Sci-Tech Innovation Board AI Index decreased by 4.5% this week, while the CSI Artificial Intelligence Theme Index fell by 5.5% [1][3]. - The CSI Artificial Intelligence Theme Index has a rolling price-to-sales ratio of 93.2%, while the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index has a rolling price-to-sales ratio of 79.7% [3]. - Year-to-date performance shows the CSI Artificial Intelligence Theme Index has increased by 53.0%, and the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index has risen by 43.3% [8]. Group 2: Fund Inflows - The AI ETF (159819) and the Sci-Tech AI ETF (588730) saw net inflows of 430 million yuan and 4.3 million yuan, respectively, this week [1]. - There are currently four ETFs tracking the CSI Artificial Intelligence Theme Index and ten ETFs tracking the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index [7]. Group 3: Industry Focus - The Shanghai Stock Exchange Sci-Tech Innovation Board AI Index covers 30 large-cap stocks involved in AI foundational resources, technology, and application support, with over 85% of its composition from the electronics and computer sectors [5]. - The focus on foundational technologies such as chips and algorithm frameworks is highlighted as a significant area for future investment [1].