指数回调现布局窗口，人工智能ETF（159819）全天净申购超2000万份

Group 1 - The core viewpoint indicates that the competition in AI has shifted from purely technical parameters to a dual dimension of "user experience + ecosystem collaboration" [1] - Short-term, user experience is crucial for retaining users, while long-term, companies with full-stack self-research capabilities and low-cost implementation will have stronger competitive barriers [1] - As AI applications penetrate vertical fields, the core investment themes for the next 3-5 years will focus on computing power infrastructure and industry data closed-loop capabilities [1] Group 2 - The CSI Artificial Intelligence Theme Index fell by 0.5%, while the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index decreased by 0.8% [1] - There was a clear attitude of capital accumulation, with the AI ETF (159819) seeing a net subscription of over 20 million units throughout the day [1] - The index covers leading companies in the A-share AI industry chain, consisting of 50 stocks with significant market capitalization involved in AI foundational resources, technology, and applications, with approximately 90% of the index comprising the computer, electronics, and communications sectors [3]