4天疯狂增持12亿元！“牛回头”间隙，AI主线频迎巨额资金逆市抢筹

Group 1 - The overall market is experiencing fluctuations with increasing capital divergence, while AI remains the main investment theme, attracting continuous capital inflow [1] - The ChiNext AI ETF (159363) has seen a net subscription of over 220 million units in a single day, accumulating over 1.2 billion yuan in the past four days, reaching a record high of 5.527 billion yuan in total scale [1] - The fund manager of the ChiNext AI ETF, Cao Xuchen, indicates that short-term corrections do not alter the strong performance expectations for the A-share market in the first half of the year, with optical modules expected to be a key focus during this period [1] Group 2 - CITIC Securities highlights the dynamic developments in the AI industry, with significant funding rounds for overseas companies and the introduction of domestic "AI + manufacturing policies," suggesting a new wave of AI application opportunities [2] - The ChiNext AI ETF (159363) is positioned to benefit directly from the commercialization explosion of AI technology, with approximately 60% of its portfolio allocated to computing power (optical modules + IDC) and 40% to AI applications [2] - As of January 15, the ChiNext AI ETF (159363) has reached a new high of 5.527 billion yuan in scale, with an average daily trading volume of nearly 800 million yuan over the past six months, leading among the eight ETFs tracking the ChiNext AI index [2]