Group 1 - The AI industry chain stocks experienced a collective pullback today, with significant declines in sectors such as CPO and optical communication, as the CSI Artificial Intelligence Theme Index fell by 2.7% and the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index decreased by 2.3% [1] - Analysts noted that a major meeting has set the tone for next year's economic work, emphasizing the need to maintain stability while seeking progress and improving quality and efficiency, alongside the continuation of a more proactive fiscal policy and moderately loose monetary policy [1] - The relatively loose liquidity environment both domestically and internationally is expected to enhance the valuation of risk assets like stocks, which is beneficial for technology stocks and other growth sectors [1]
海内外流动性环境有望利好科技成长板块,关注人工智能ETF(159819)、科创人工智能ETF(588730)等产品投资机会
Sou Hu Cai Jing·2025-12-11 11:31