AI产业链股震荡走强，人工智能ETF易方达（159819）、科创人工智能ETF易方达（588730）获资金持续布局

Core Viewpoint - The AI industry chain stocks have shown strong fluctuations this week, particularly in the semiconductor and hard technology sectors, with significant increases in relevant indices and ETFs attracting substantial capital inflow [1]. Group 1: Index Performance - The Shanghai Stock Exchange Sci-Tech Innovation Board AI Index rose by 4.1% this week, while the CSI AI Theme Index increased by 3.3% [1]. - Over the past month, the CSI AI Theme Index has seen a cumulative increase of 12.2%, and the Shanghai Sci-Tech Innovation Board AI Index has increased by 21.3% [6]. - Year-to-date, the CSI AI Theme Index has risen by 9.5%, while the Shanghai Sci-Tech Innovation Board AI Index has increased by 16.2% [6]. Group 2: ETF Inflows - The AI ETF managed by E Fund (159819) received a net inflow of 1.49 billion yuan this week, while the Sci-Tech AI ETF (588730) saw a net inflow of 130 million yuan [1]. - The total number of ETFs tracking the CSI AI Theme Index is currently four, while there are ten ETFs tracking the Shanghai Sci-Tech Innovation Board AI Index [7]. Group 3: Industry Insights - CITIC Securities emphasizes the importance of accelerating innovation in AI and digital technologies as outlined in the "14th Five-Year Plan," focusing on enhancing the supply of computing power, algorithms, and data [1]. - The penetration rate of AI large models remains low, indicating that the development of these models is still in its early to mid-stages, with the industrialization cycle just beginning [1]. - The electronic and computer sectors account for approximately 90% of the combined share of the computer, electronics, and communication industries [3].