AI应用ETF的“故事”讲完了？调整后，“上车”还是“下车”？机构称不要慌

Group 1 - The AI application sector is a major focus in the market as of early 2026, with investment trends shifting from computational infrastructure to specific application scenarios [1] - There are currently seven ETFs related to the AI + media concept, which have maintained high attention due to their early association with AIGC (Artificial Intelligence Generated Content) [1] - The performance of AI + media ETFs over the past year shows significant returns, with ETFs tracking the China Animation and Gaming Index rising over 60% and those tracking the China Media Index also exceeding 50%, while drawdowns were around 20% [2] Group 2 - Since January 15, the AI application sector has experienced a continuous pullback, with a slight decline of 0.02% on January 21, raising concerns among investors about the sector's stability [3] - Despite the recent pullback, the overall industry trend for AI applications remains positive, with product innovations and active capital movements indicating ongoing interest and investment in the sector [4] - Recent insights from various institutions suggest that the current phase of adjustment does not necessarily indicate a reversal of the overall trend, with expectations for 2026 to be a pivotal year for the proliferation of AI agents and software applications [5]