Group 1 - The technology sector experienced a collective pullback, with significant declines in AI industry chain concepts such as CPO, optical communication, and memory, leading to a 2.0% drop in the CSI Artificial Intelligence Theme Index and a 2.9% drop in the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index [1] - CITIC Securities pointed out that the recently released "14th Five-Year Plan" emphasizes accelerating innovation in artificial intelligence and other digital technologies, enhancing the efficient supply of computing power, algorithms, and data, and fully implementing the "Artificial Intelligence +" initiative to empower various industries [1] - The current user penetration rate of AI large models remains low, indicating that the development of large models is still in the early to mid-stages, with the industrialization cycle just beginning, leading to a continued positive outlook on the AI computing power sector, including both domestic and international computing power supply chains [1]
人工智能产业链震荡调整，关注人工智能ETF（159819）、科创人工智能ETF（588730）等产品布局价值
Sou Hu Cai Jing·2025-12-15 10:20