资金涌入！两日吸金超20亿

Group 1 - The technology sector showed strong performance on December 9, with multiple thematic ETFs in communication, artificial intelligence, cloud computing, and electronics experiencing significant gains. In contrast, ETFs related to non-ferrous metals and gold showed weakness, with some products declining over 3% [1][2][3] - The communication ETF (515880) led the market with a gain of over 3%, while several artificial intelligence-themed ETFs also saw increases of more than 2.5%. The A-share market is expected to remain in an upward trend, with AI being a core theme supported by policy [2][12] - Fund managers noted that while the non-ferrous metals sector has long-term investment value, short-term market volatility risks should be monitored, influenced by factors such as USD trends and global economic uncertainties [4][14] Group 2 - Recent data indicates that broad-based ETFs have become a significant direction for capital inflow, with net inflows exceeding 15 billion yuan over two trading days for products like the Southern CSI A500 ETF and Huatai-PB CSI 300 ETF [6][11][16] - The Southern CSI A500 ETF recorded the highest net inflow of 10 billion yuan on December 8, while the Huatai-PB CSI 500 ETF saw a net inflow of 19.18 billion yuan on December 5 [6][17] - The demand for optical modules is expected to benefit from high growth in computing power needs, with projections indicating that the optical module industry will grow faster than AI capital expenditure growth from 2026 to 2027 [8][18]