AI产业链方向震荡分化，人工智能ETF易方达（159819）全天获净申购超7000万份

Group 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 Stock Exchange 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 by 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 favorable conditions, and AI applications are poised to reach a turning point opportunity [1]