Group 1 - The core viewpoint of the article highlights the strong performance of AI-related concepts such as IoT, AI smartphones, and 6G, which have driven related indices upward, with the China Securities Artificial Intelligence Theme Index rising by 2.6% and the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index increasing by 1.7% as of the midday close [1] - Guotai Junan Securities indicates that the internal trend of China's "transformation bull" is confirmed, suggesting that the current adjustment in popular tech sectors of A-shares is nearing the average level of previous emotional adjustments during tech bull markets [1] - The report emphasizes that external disturbances will not end the 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
Mei Ri Jing Ji Xin Wen·2025-12-01 06:55