短期调整引资金关注，人工智能ETF(159819)、科创人工智能ETF(588730)助力把握板块布局窗口

Group 1 - The market opened lower today, with the technology sector experiencing a slight recovery in the afternoon. As of 13:49, the Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index fell by 1.5%, and the CSI Artificial Intelligence Theme Index decreased by 2.9%. The AI ETF (159819) saw net subscriptions exceeding 160 million units during the day [1] - Guangdong Province has issued the "Guangdong Province National Digital Economy Innovation Development Pilot Zone Construction Plan (2025-2027)", aiming for the digital economy development level to remain the highest in the country by 2027. The core industry's added value is expected to account for over 16% of GDP, with three trillion-level digital industry clusters and an AI core industry scale exceeding 440 billion yuan [1] - Dongxing Securities believes that the AI industry is currently in a phase of policy, technology, and demand resonance, supported by top-down policy empowerment and potential funding. The performance of domestic chip and cloud computing leaders is gradually being validated, and large enterprises' capital expenditures continue to boost industry development certainty. The AI industry's prosperity still has upward potential, maintaining its leading position in technology investment [1] Group 2 - The CSI Artificial Intelligence Theme Index consists of 50 stocks that provide foundational resources, technology, and application support for AI, covering the entire AI industry chain. The Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index selects 30 larger market capitalization stocks involved in the AI field, highlighting "hard technology" attributes, with a significant proportion in basic chips and AI application sectors [2] - The AI ETF (159819) and the Sci-Tech Artificial Intelligence ETF (588730) facilitate investors in easily capturing investment opportunities within the AI industry chain [2]