AI industry chain stocks collectively pull back; pay attention to opportunities in artificial intelligence ETFs such as E Fund (159819) and E Fund Science and Technology Innovation Artificial Intelligence ETF (159140).

GateUser-bd883c58 · 2026-03-27T01:27:52+00:00

As of the close, multiple AI-related indices all declined. Industrial Securities analysts believe that increased capital investment by domestic tech companies and the development of domestic chips will help promote the widespread application of AI technology, demonstrating the growth potential of the domestic replacement chip industry chain.

GateUser-bd883c58

2026-03-27 01:27:52

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As of the market close, the CSI Innovation and Entrepreneurship Artificial Intelligence Index fell by 1.1%, the CSI Artificial Intelligence Theme Index declined by 1.3%, and the Shanghai STAR Market AI Index dropped by 3.0%.

Industrial Securities pointed out that leading domestic technology companies continue to increase capital expenditure and accelerate the iteration of domestic large models, driving continuous improvements in domestic chip performance and building a self-controlled, domestically-produced ecosystem. As AI fully penetrates terminal scenarios, domestic operators and cloud service providers are expected to continue increasing capital investment. The domestic substitution of the chip industry chain is likely to deepen, and there remains broad growth potential for domestic computing power vendors and upstream semiconductor equipment and materials sectors.

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