ETF日报｜A股放量上攻！国产AI王者归来，科创人工智能ETF（589520）劲涨2.12%！国际机构坚定看好中国经济

Market Overview - The three major A-share indices collectively rose on December 12, with the Shanghai Composite Index up 0.41%, the Shenzhen Component Index up 0.84%, and the ChiNext Index up 0.97. The total trading volume in the Shanghai and Shenzhen markets reached 2.09 trillion yuan, an increase of over 230 billion yuan compared to the previous day [1] AI Industry - The AI industry chain regained momentum, with the Sci-Tech Innovation Artificial Intelligence ETF (589520) and the ChiNext Artificial Intelligence ETF (159363) both rising over 2% during trading. The former focuses on the domestic AI industry chain [1][4] - The Sci-Tech Innovation Artificial Intelligence ETF saw a significant increase in trading volume, with a rise of 2.12% and a total trading volume of 47.29 million yuan, up 92% from the previous day [4][6] - Among the 30 constituent stocks of the Sci-Tech Innovation Artificial Intelligence ETF, 28 stocks rose, with over 60% of them increasing by more than 2%. Notable performers included Hehe Information, which surged over 13%, and other companies like Chipone and Yuntian Lifei [6][7] Policy and Economic Outlook - A significant meeting held on December 11 outlined economic work for 2025 and analyzed the current economic situation, emphasizing the need for qualitative improvements and reasonable growth in quantity for the upcoming "14th Five-Year Plan" [2] - International organizations such as the World Bank and the International Monetary Fund have raised their economic growth forecasts for China for the coming year, highlighting the country's long-term growth potential through technological innovation and improved resource allocation [2] Defense and Aerospace Sector - The defense and aerospace sector has shown strong performance, with the high-profile Defense Industry ETF (512810) reaching a new high not seen in over a month. This ETF has benefited from themes such as commercial aerospace, controllable nuclear fusion, and superconductivity [1][20] - The defense industry is evolving from a reliance on domestic demand to a model driven by internal demand, foreign trade expansion, and civilian applications, creating a more sustainable growth dynamic [20] Hong Kong Market - In the Hong Kong market, technology stocks experienced a broad rally, with the Hong Kong Information Technology ETF (159131) rising 2.07% and the Hong Kong Internet ETF (513770) increasing by 1.86%, recovering key moving averages [1][12] - The Hong Kong Information Technology ETF focuses on the "Hong Kong chip" industry chain, with a significant portion of its holdings in semiconductor and electronic companies, indicating a strong investment opportunity in this sector [17]