截至收盘，中证消费电子主题指数下跌0.6%，中证港股通互联网指数下跌0.9%，中证软件服务指数下跌1.3%，国证机器人产业指数下跌1.7%，中 证信息安全主题指数下跌2.0%。据Wind数据，港股通互联网ETF（513040）连续4个交易日获资金净流入，合计约5400万元，最新规模达8.7亿 元、创历史新高。 该指数聚焦AI软件应用,由港股 通范围内30家互联网龙头公司的 股票组成,主要包括信息技术、 可选消费行业 指数成份股属于人形/工业/服务机器人领域,是根据其公司业务是否涉及相关领域, 法波斯课程等核心零部件。 信息安全ETF 562920 该指数目2021年 今日该指数涨跌 该指数滚动市盈率 发布以来估值分位 -0. 9% 跟踪中证信息安全主题指数 24. 2倍 该指数聚焦AI 安全服务,由66只 业务涉及信息安全技术、信息安 全产品以及信息安全服务等业务 的股票组成,主要包括计算机、 电子、通信行业 21. 2% | 今日该指数涨跌 该指数滚动市销率 | 该指数自2015年 | | --- | --- | | | 发布以来估值分位 | | -2.0% 2.9倍 | 17. 6% | 指数涨跌幅截至2 ...

Core Viewpoint - The article suggests that after adjustments in technology stocks, AI software applications and robotics sectors are expected to stabilize first, while structural trends in consumption and domestic substitution will continue to unfold amid market index fluctuations [1][4]. Market Overview - The A-share market experienced a rise at the beginning of the week but retreated due to weak performance in technology stocks, although the financial and consumer sectors performed well [1]. - Substantial progress was made in Sino-U.S. trade negotiations, with both sides agreeing to significantly lower bilateral tariff levels, which aligns with the expectations of producers and consumers in both countries [2]. - The banking sector's market capitalization surpassed 10 trillion yuan, marking a historical high, with insurance and brokerage sectors also showing performance [2]. - China's financial data for April showed a broad money supply (M2) growth of 8% year-on-year, with new social financing of 1.16 trillion yuan and steady growth in credit scale [2]. Consumer Sector Performance - The consumer sector showed strong performance, with major e-commerce platforms like Taobao, JD.com, and Douyin launching pre-sale activities for the "618" mid-year shopping festival, increasing consumer subsidies [3]. - Various segments, including food and beverage, beauty care, pet food, and synthetic biology, saw varying degrees of growth, enhancing market confidence in consumer recovery [3]. Market Outlook - Following the release of financial reports from Tencent and Alibaba, some institutions noted that their recent capital expenditures related to AI and computing power fell short of market expectations, negatively impacting technology stocks in the A-share market [4]. - It is anticipated that after the adjustment in technology stocks, AI software applications and robotics sectors will stabilize first, while structural trends in consumption and domestic substitution will continue to evolve amid market index fluctuations [4].

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