Group 1 - The AI industry chain continues to show strong performance, with sectors like CPO and optical communication leading the gains [1] - The CSI Artificial Intelligence Theme Index rose by 3.7%, while the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index increased by 1%, both achieving a "three consecutive days" rise [1] - The trading volume for AI-related ETFs was active, with the Artificial Intelligence ETF (159819) recording a total transaction amount of nearly 1.5 billion yuan, significantly higher than the previous day [1] Group 2 - Goldman Sachs' chief China equity strategist stated that the rise in Chinese stocks driven by AI is not a bubble, as Chinese tech companies still have room to enhance valuations and profits through a focus on AI applications [1] - The bullish trend in Chinese stocks is expected to continue, with global investors increasingly willing to explore investment opportunities in the Chinese market [1] - Clients from emerging markets are actively positioning themselves in Chinese assets [1]
CPO、光通信概念强势领涨，人工智能ETF（159819）、科创人工智能ETF（588730）标的指数双双“三连阳”
Sou Hu Cai Jing·2025-11-26 12:49