科技方向集体回暖，人工智能ETF(159819)和科创人工智能ETF(588730)成交放量

Core Insights - The technology sector has shown a collective rebound this week, with significant gains in the chip industry chain concepts such as CPO and optical communication. The CSI Artificial Intelligence Theme Index rose by 3.2%, while the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index increased by 1.3% [1][3]. Index Performance - The CSI Artificial Intelligence Theme Index has a rolling price-to-sales ratio of 4.8 times, while the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index has a rolling price-to-sales ratio of 15.0 times [3]. - The rolling price-to-sales ratios for the indices are 94.5% for the CSI Artificial Intelligence Theme Index and 74.9% for the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index [3]. ETF Trading Volume - The trading volume for the Artificial Intelligence ETF (159819) reached 4.86 billion yuan, and the Sci-Tech Innovation AI ETF (588730) saw a trading volume of 710 million yuan this week, both showing an increase compared to the previous week [1]. Economic Policy Impact - Analysts suggest that the upcoming important meetings will set the tone for next year's economic work, emphasizing stability and quality improvement, along with the continuation of a more proactive fiscal policy and moderately loose monetary policy. This favorable liquidity environment is expected to enhance the valuation of risk assets like stocks, benefiting growth sectors such as technology [1].