A股打开向上空间，人工智能AIETF（515070）持仓股德赛西威涨停

Group 1 - The A-share market saw significant movements in sectors such as intelligent driving and commercial aerospace, with the Shanghai Composite Index reaching a nearly 10-year high of 4068 points [2] - The AI ETF (515070) saw its holdings, including companies like Desay SV and Beijing Junzheng, experience notable gains, with Desay SV hitting the daily limit and Beijing Junzheng rising over 8% [2] - The AI ETF recorded an intraday increase of over 0.5%, with trading volume surpassing 270 million yuan [2] Group 2 - Huolong Securities believes the market is in a "slow bull" phase, with expectations for upward breakthroughs, supported by anticipated overall growth in listed company performance through 2026 [2] - The supportive policies, including more proactive fiscal measures and moderately loose monetary policies, are expected to enhance the internal momentum of the economy, leading to continuous improvement in the fundamentals of listed companies [2] - Despite rising trade protectionism, the global economy is expected to remain resilient, with foreign trade maintaining strong resilience [2] - The overall market valuation is considered reasonable, and with continuous improvement in profitability, there is potential for valuation expansion [2] - Expectations for micro liquidity in the market are abundant, driven by policy support for long-term capital inflows and positive fundamental outlooks, alongside a stable RMB exchange rate [2] - The China Securities Regulatory Commission's "14th Five-Year Plan" for the capital market aims to steadily expand high-level institutional openness, enhancing the attractiveness of the capital market [2] Group 3 - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), selecting component stocks that provide technology, basic resources, and applications for artificial intelligence, focusing on the midstream and upstream of the AI industry chain [3] - The top ten weighted stocks in the ETF include leading domestic technology companies such as Zhongji Xuchuang, Xinyi Sheng, Cambricon Technologies, and Hikvision [3]