你说这算不算昨天应该潜伏的套利机会？

Core Insights - The article discusses a potential arbitrage opportunity in the stock market, particularly related to AI applications and media stocks, which is considered the first significant arbitrage chance of the year 2026 [2][4][10]. Group 1: Market Performance - The ChiNext Index rose over 2% during the midday session, with more than 4,700 stocks in the market experiencing gains [4][9]. - AI applications have seen a significant surge, with over twenty constituent stocks hitting the daily limit up [4][9]. Group 2: Fund Sales and Strategy - There were rumors of a single-day fund sales figure reaching 12 billion, although the fund company denied this claim; however, the fund ranked first on multiple sales platforms, indicating strong interest [10]. - It is speculated that the fund is heavily invested in media or AI applications, and it is expected that the fund manager will continue to build positions in these sectors after receiving new capital from investors [10]. Group 3: Arbitrage Strategy - A straightforward arbitrage strategy was suggested: investors could have positioned themselves in media or AI-related stocks or ETFs on Tuesday, anticipating that fund managers would deploy new capital on Wednesday [10]. - The discussion among investors reflected regret for not participating in this arbitrage opportunity, highlighting its potential for quick gains [10][11].