Core Viewpoint - The AI industry chain and technology sectors continue to adjust, with the China Securities Artificial Intelligence Theme Index down by 1.2% and the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index down by 1.4%. However, there is a significant inflow of funds, as evidenced by nearly 120 million net subscriptions to the AI ETF (159819) throughout the day [1]. Group 1 - The "14th Five-Year Plan" emphasizes technological self-reliance as a core goal, highlighting the urgency for breakthroughs in domestic computing power across the entire chain [1]. - The strategic importance of a national integrated computing power network has been elevated in the context of rapid iterations of global AI large models [1]. - The overseas AI hardware sector is expected to maintain high prosperity, indicating potential growth opportunities [1].
人工智能产业链延续调整,关注人工智能ETF(159819)、科创人工智能ETF(588730)等产品布局机会
Mei Ri Jing Ji Xin Wen·2025-12-03 10:03