ETF日报|大反攻！科技股狂欢日，“AI双子星”携手爆发，159363上探近6%领跑！港股芯片高能反转

Market Overview - The A-share market showed strong performance on November 25, with the Shanghai Composite Index rising over 1% for the first time this month, and the ChiNext Index recovering the 3000-point mark, closing up nearly 2% [1] - The total market saw approximately 4,300 stocks rise, with a trading volume of 1.81 trillion yuan, indicating a significant increase in market activity [1] AI Sector Performance - The AI sector made a notable comeback, with both hardware and application segments performing well. The ChiNext AI ETF (159363) saw an intraday price increase of nearly 6%, closing up 3.45% [1][3] - The domestic AI applications are gaining traction, with Alibaba's AI assistant, Qianwen App, achieving over 10 million downloads in just one week, marking it as the fastest-growing AI application [2][5] International Developments - The U.S. has initiated the "Genesis Plan," signed by Trump, to significantly boost AI research, which, combined with dovish signals from Federal Reserve officials, has positively impacted market expectations [2] - The probability of a 25 basis point rate cut by the Federal Reserve in December has risen to 82.9%, contributing to a surge in U.S. stock prices, particularly in Chinese assets [2] ETF Insights - The ChiNext AI ETF (159363) is heavily invested in the domestic AI industry chain, with a focus on both computing power and AI applications, which has led to a strong performance in the market [6] - The Science and Technology Innovation AI ETF (589520) also showed positive movement, with a 2.17% increase, reflecting a shift in market sentiment towards domestic AI stocks [7][9] Hardware Demand - Google's announcement to double AI computing power every six months and achieve a 1000-fold increase in four to five years is expected to drive demand for optical communication components [5] - Meta Platforms is reportedly considering a significant investment in Google's TPU for data center construction, further enhancing the demand for related hardware [5] Investment Recommendations - Analysts suggest focusing on the ChiNext AI ETF (159363) and its associated funds, which have a strong allocation towards optical modules and AI applications, as they are well-positioned to capture the ongoing AI theme in the market [6][11] - The Science and Technology Innovation AI ETF (589520) is also highlighted for its potential, given its strong performance and the increasing relevance of domestic AI applications [10][11]