--- title: "From the rebound of US stock chips to the strengthening of domestic policies, the AI industry continues to catalyze, with the ChiNext Artificial Intelligence ETF (159243) accumulating over 25 million in funds in the past five days" type: "News" locale: "en" url: "https://longbridge.com/en/news/289122994.md" description: "Affected by the rebound of U.S. chip stocks and the strengthening of domestic policies, the AI industry continues to be catalyzed. The China Merchants SZSE ChiNext Artificial Intelligence ETF (159243) has accumulated over 25 million yuan in the past five days. Industrial Securities believes that the current adjustment is mainly due to emotional disturbances, and the growth of AI technology still has performance certainty, with the July earnings report season potentially becoming a new round of catalysts" datetime: "2026-06-09T02:05:41.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/289122994.md) - [en](https://longbridge.com/en/news/289122994.md) - [zh-HK](https://longbridge.com/zh-HK/news/289122994.md) generator: "portal-rs" --- # From the rebound of US stock chips to the strengthening of domestic policies, the AI industry continues to catalyze, with the ChiNext Artificial Intelligence ETF (159243) accumulating over 25 million in funds in the past five days Yesterday, in the overseas market, the three major U.S. stock indices closed mixed. Chip stocks rebounded from last Friday's significant sell-off, driving the S&P 500 Index and the Nasdaq Composite Index higher. Meanwhile, U.S. President Trump attempted to maintain a fragile ceasefire, with Iran and Israel both stating that they had paused mutual attacks, alleviating market concerns about escalating tensions in the Middle East. Chip stocks became the main driving force behind the rebound in U.S. stocks on Monday. Micron Technology, a leading memory chip manufacturer that had performed well in the latter part of this bull market, rose 9.9%, recovering from a 13% drop last Friday. Leading chip stocks such as NVIDIA and Broadcom also saw their prices rise. As a result, today, the three major A-share indices opened higher collectively, with the storage chip, CPO, and semiconductor sectors leading the gains. In terms of individual stocks, Taicheng Technology rose over 18%, LianTe Technology and Changxin Bochuang rose over 10%, Xingchen Technology rose over 7%, Xinyi Sheng rose over 6%, and Tianfu Communication, Zhongji Xuchuang, and Jinnuo Xin also saw gains. In the popular ETF sector, the China Merchants SZSE ChiNext Artificial Intelligence ETF (150243) opened significantly higher, rising over 3% as of the time of writing. In terms of capital flow, this ETF has accumulated over 25 million yuan in the past five trading days. Regarding the recent fluctuations in the AI sector and today's strong performance, Industrial Securities believes that this round of adjustment does not indicate a change in the core logic supporting the market, but rather is more of an emotional disturbance with a structural impact. Recent external disturbances cannot change the underlying logic driven by A-share earnings; instead, they are expected to further strengthen it. Looking ahead, Industrial Securities points out that **currently, technology growth represented by AI may still be a direction with strong earnings certainty and sustained prosperity advantages, and recent disturbances do not constitute a signal for a systematic style switch**. As we await the July earnings season, the verification of macroeconomic conditions and industry trends is expected to catalyze the global AI market once again. Overseas, Apple held its annual Worldwide Developers Conference at its headquarters in Cupertino, California, on Monday, unveiling a series of AI upgrades centered around Siri. However, Apple's stock price, which was initially boosted during the session, weakened towards the end. Bruce Zaro, Managing Director of Granite Wealth Management, stated that the market may be experiencing a "sell the news" reaction. He noted that the market has long perceived Apple as lagging behind other major tech companies in AI products, which is also why the stock had significantly underperformed many large tech stocks until recently. Whether Apple's AI progress can truly reverse market skepticism about its pace of innovation remains to be seen. For investors, **the AI narrative is not only about product upgrades but also about whether valuations can continue to receive support**. In terms of geopolitical issues, after relevant parties indicated a pause in hostilities, oil prices, which had previously risen, retreated from their intraday highs. West Texas Intermediate (WTI) crude futures rose 0.84%, closing at $91.30 per barrel; Brent crude futures rose 1.25%, closing at $94.25 per barrel. Overall, the rebound in U.S. stocks on Monday reflects more of a technical correction and a return of bargain buying, but factors such as high valuations and interest rate expectations will continue to test market confidence In domestic news, Softline Technology signed an AI strategic cooperation agreement with Tencent Cloud. According to Softline Technology's official WeChat account, at the "2026 Tencent Cloud AI Industry Application Conference," both parties officially signed the agreement, aiming to promote the scenario-based implementation of AI capabilities in industries such as retail and cultural tourism through a product collaboration model, focusing on enterprise intelligent transformation. Market analysis indicates that AI is penetrating from general technology into vertical industries, and the accumulation of Softline Technology in the IT service field complements Tencent Cloud's advantages in AI infrastructure and model capabilities, helping to lower the threshold for AI applications and accelerate the commercialization loop. In addition, the National Data Bureau released the "Implementation Plan for Promoting the Construction of High-Quality Industry Data Sets" yesterday, making systematic deployments at the national level to empower AI development with data, focusing on promoting the construction of multimodal high-quality data sets and concentrating on directions such as intelligent agents and embodied intelligence. This plan is favorable for industries related to data labeling and multimodal collection, and is expected to stimulate the aggregation of regional data industries. Data shows that as of May 31, in the **ChiNext Artificial Intelligence Index, the weight of "optical module" related constituent stocks exceeds 57%, with the allocation ratios for NewEase, Zhongji Xuchuang, and Tianfu Communication being 18%, 21%, and 11% respectively**. Compared to similar AI-themed indices, this index demonstrates stronger profit elasticity and offensive attributes. Historical data shows that its cumulative increase over the past three years has exceeded 256%, significantly outperforming indices such as Sci-Tech Innovation AI and CS AI. In terms of growth, the index's expected year-on-year growth rate for net profit attributable to the parent company in 2025 is as high as 127.36%, far exceeding the overall level of the ChiNext Index. 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