Group 1 - The core viewpoint of the articles highlights a strong performance in AI-related sectors, particularly in IoT, AI smartphones, and 6G technologies, leading to significant index gains [1] - The China Artificial Intelligence Theme Index rose by 2.6%, while the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index increased by 1.7% [1] - Guotai Junan Securities indicates that the internal trend of China's "transformation bull" is confirmed, suggesting that current adjustments in popular tech sectors are nearing the average levels of previous emotional adjustments during tech bull markets [1] Group 2 - The report emphasizes that external disturbances will not end the upward trend, and each pullback presents an opportunity to increase holdings in China [1]
人工智能产业链震荡上行，关注人工智能ETF(159819)、科创人工智能ETF(588730)等投资价值
Sou Hu Cai Jing·2025-12-01 05:16