Sou Hu Cai Jing·2026-02-24 11:33Group 1 - The AI industry chain is experiencing fluctuations, with the integrated circuit and CPO sectors being active, while the cloud computing sector is undergoing a pullback. The CSI Artificial Intelligence Theme Index rose by 0.2%, while the CSI Sci-Tech Innovation and Entrepreneurship AI Index fell by 0.4%, and the Shanghai Sci-Tech Innovation Board AI Index decreased by 2.8%. The E Fund AI ETF (159819) saw a net subscription of over 700 million units throughout the day [1]. - According to a report from CITIC Securities, the pre-computing power sector is expected to see continued growth in performance by 2025, driven by ongoing capital expenditures from major CSPs, the release of token demand, and continuous product capability improvements. Structural highlights are emerging in AI applications, particularly in AI fintech, AI healthcare, and AI data sectors, with general agent applications also showing resilient growth. Overall profitability in the sector is anticipated to improve significantly [1]. - Looking ahead to 2026, the computing power sector is expected to maintain its prosperity, and AI applications are poised to encounter pivotal opportunities [1]. Group 2 - The CSI Sci-Tech Innovation and Entrepreneurship AI Index focuses on leading companies in the AI sector, comprising 50 stocks with larger market capitalizations involved in AI foundational resources, technology, and application support, with nearly 90% of the composition from the electronics, communications, and computer industries [3]. - The E Fund AI ETF tracks the Shanghai Sci-Tech Innovation Board AI Index, which covers leading AI companies in the Sci-Tech Innovation Board, consisting of 30 stocks with significant market capitalizations involved in AI foundational resources, technology, and application support, focusing on computing power and application segments, with over 85% of the composition from the electronics and computer industries [5][6].