Group 1 - The core viewpoint of the news is that AI hardware stocks, including CPO, copper cables, liquid-cooled servers, and PCBs, have collectively strengthened, with significant increases in various AI indices [1] - As of the midday close, the CSI Innovation and Entrepreneurship AI Index rose by 1.4%, the SSE Sci-Tech Innovation Board AI Index increased by 1.0%, and the CSI AI Theme Index went up by 0.9% [1] - The E Fund AI ETF (159819) has seen continuous net inflows of over 600 million yuan in the last five trading days [1] Group 2 - The CSI AI Theme Index tracks the leading companies in the A-share AI industry chain, consisting of 50 stocks with large market capitalizations, primarily in the computer, electronics, and communication sectors, which account for approximately 90% [2] - The rolling price-to-sales ratio of the CSI AI Theme Index is 5.1 times, with an estimated valuation percentile of 96.8% since its inception in 2015 [2] - The E Fund Sci-Tech Innovation AI ETF (159140) focuses on leading companies in the Sci-Tech Innovation and Entrepreneurship sectors, also comprising 50 stocks with significant market capitalizations, with a similar industry composition [2]
AI硬件产业链股走强,人工智能ETF易方达(159819)近5个交易日合计净流入超6亿元
Sou Hu Cai Jing·2026-02-26 05:04