Group 1 - The overall market showed a fluctuating trend today, with strong performance in technology sectors such as semiconductor equipment and photovoltaic inverters [1] - The CSI Artificial Intelligence Theme Index rose by 6.4% this week, while the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index increased by 5.1% [3] - The trading volume of the AI ETF (159819) reached nearly 5 billion yuan this week, significantly higher than the previous week [1] Group 2 - Since November, global risk assets have adjusted alongside U.S. stock market fluctuations due to expectations of a Federal Reserve interest rate cut and discussions around an "AI bubble" [1] - Despite recent volatility, Chinese assets are expected to recover as they have adjusted to a favorable risk-reward ratio, aided by the gradual resolution of overseas risk impacts [1] Group 3 - The CSI Artificial Intelligence Theme Index has a rolling price-to-sales ratio of 92.3%, while the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index has a rolling price-to-sales ratio of 74.2% [3] - The electronic and computer industries account for over 85% of the stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, which includes 30 large-cap stocks involved in AI resources, technology, and applications [6]
科技成长股本周再度走强，人工智能ETF（159819）、科创人工智能ETF（588730）助力把握板块投资机遇
Sou Hu Cai Jing·2025-11-28 10:41