机构称短期回调不改长期产业上行逻辑，AI人工智能ETF(512930)持续获资金关注

Core Viewpoint - The AI sector is experiencing a short-term pullback, but the long-term growth trajectory remains intact, with opportunities for investment in AI applications, cloud services, and storage as the industry matures [2] Group 1: Market Performance - As of February 6, 2026, the CSI Artificial Intelligence Theme Index (930713) shows mixed performance among its constituent stocks, with Zhongke Shuguang leading at a 0.41% increase, while Xinyi Sheng fell by 4.95% [1] - The AI Artificial Intelligence ETF (512930) is currently priced at 2.17 yuan, with a total scale of 3.363 billion yuan [1] - Over the past five trading days, the AI ETF has seen net inflows on three occasions, totaling 158 million yuan, averaging daily net inflows of 31.606 million yuan [1] Group 2: Industry Insights - According to Zhongyin Securities, the uncertainty surrounding AI application business models and hardware demand is a necessary phase in the deep integration of AI technology into industries, rather than a fundamental threat to the industry's prospects [2] - Vertical application vendors are expected to leverage their industry experience and data advantages to build new barriers in the AI era, with hardware demand anticipated to grow alongside software maturity [2] - The CSI Artificial Intelligence Theme Index includes 50 listed companies that provide essential resources, technologies, and application support for AI, reflecting the overall performance of AI-related securities [2] Group 3: Key Holdings - As of January 30, 2026, the top ten weighted stocks in the CSI Artificial Intelligence Theme Index are: Zhongji Xuchuang, Xinyi Sheng, Hanwha Technology, Lanke Technology, Keda Xunfei, Zhongke Shuguang, Hikvision, Haowei Group, Chipone, and Kingsoft, collectively accounting for 57.27% of the index [2]