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节前红包式行情!人工智能主线稳站C位,"AI双子星”159363、589520双双大涨迭创新高
Mei Ri Jing Ji Xin Wen· 2025-09-25 04:46
Group 1 - The AI industry chain continues to show strong performance, with the "AI Twins" ETFs experiencing significant gains, including the ChiNext AI ETF (159363) rising over 4% and the Sci-Tech AI ETF (589520) increasing over 2% [1] - CITIC Securities predicts that the AI mainline innovation will accelerate in the second half of 2025, driving growth in the industry and suggesting continued investment in the "AI mainline" focusing on AI applications and computing power sectors [1] - Industrial revenue and profits in the optical module and related supply chain are expected to maintain high year-on-year growth due to the ongoing demand for AI and advancements in silicon photonics technology [1] Group 2 - The ChiNext AI ETF (159363) has over 70% of its portfolio allocated to computing power and more than 20% to AI applications, with a focus on leading optical module company "Yizhongtian," which constitutes over 51% of its holdings [2] - As of September 23, the ChiNext AI ETF (159363) has a total scale exceeding 4.5 billion, with an average daily trading volume of over 1.1 billion in the past month, ranking first among six ETFs tracking the ChiNext AI index [2] - The Sci-Tech AI ETF (589520) emphasizes domestic AI industry chains with strong domestic substitution characteristics, having over 71.66% of its top ten holdings concentrated in semiconductor-related sectors, indicating a strong offensive potential [2]
国产AI走出独立行情!科创人工智能ETF(589520)猛拉3%冲击日线4连阳,芯原股份涨超17%创新高
Xin Lang Cai Jing· 2025-08-20 06:20
Group 1 - Nvidia experienced a significant drop of 3.5%, marking its largest decline in nearly four months, alongside other major tech stocks like Meta, Tesla, Amazon, and Microsoft, which also saw declines, negatively impacting the Nasdaq index [1] - In contrast, the domestic AI sector in A-shares is showing independent momentum, with the domestic AI industry chain-focused ETF (589520) surging by 3% on August 20, achieving a four-day winning streak [1] - The ETF has been trading at a premium, indicating strong buying interest, with the Shanghai Stock Exchange reporting an inflow of 6.34 million yuan into the ETF on the previous day [1] Group 2 - On August 19, the Shanghai Municipal Economic and Information Commission and other departments released a plan to accelerate the development of "AI + manufacturing," focusing on enhancing model application capabilities at the terminal level [3] - The leading domestic AI chip company, Cambrian, saw its stock price exceed 1000 yuan on August 19, potentially becoming the second stock in the A-share market to reach this milestone [4] - The domestic AI ETF (589520) emphasizes the importance of achieving self-sufficiency in key technologies, with a significant portion of its top ten holdings concentrated in the semiconductor sector, indicating a strong offensive strategy [5]