午后回暖，人工智能AIETF（515070）持仓股新易盛涨超3%

Group 1 - Nvidia's earnings report has strengthened AI hardware, leading to a rebound in optical modules and significant gains in stocks such as Newyeason, which rose over 3% [1] - The AI ETF (515070) experienced fluctuations with a trading volume exceeding 120 million yuan, indicating strong market interest in AI-related investments [1] - Anthropic has released the Claude Sonnet 4.6 model, which shows significant performance improvements in programming and office scenarios, featuring a context window of 1 million tokens [1] Group 2 - CITIC Securities suggests that the period from after the Spring Festival to before the Two Sessions is a traditional high-probability zone for the "spring market," with historical average gains and win rates showing clear seasonal effects [2] - The A-share market is currently in a slow bull pattern, with previous corrections completing an "active cooling" and consolidation of shares, indicating a potential new upward trend post-holiday [2] - The AI ETF (515070) tracks the CS AI theme index (930713), focusing on companies providing technology, basic resources, and applications in the AI industry, with top-weighted stocks including major domestic tech leaders [2]