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CICC: Some sub-sectors in the upstream of the AI industry chain are the current focus points.

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Jinse Finance reported that on June 29, a CICC research report pointed out that recent AI market activity has shown signs of diffusion. Investors should focus on repricing opportunities in the upstream “shovel-selling” sector. Since the beginning of the year, the A-share market has continued to see a relatively clear structural trend: the ChiNext Index and the STAR 50, which represent the technology growth style, have notably outperformed, rising 30.9%/51.2% respectively, with the AI industry chain as the core main theme. Since the second quarter, volatility in the AI sector has increased. Trading congestion in key directions that had led earlier—such as semiconductors, optical modules, and PCBs—has been at historical high levels. Recently, there have been signs that the rally is gradually diffusing into upstream AI-related raw materials and infrastructure areas with relatively lower congestion. Sub-sectors such as minor metals, electronic fabric, and optical fibers have recorded strong performance. CICC believes that, against the backdrop of continued strengthening of the AI industry trend, the market is more likely to exhibit style diffusion rather than a systemic style rotation, and some upstream sub-sectors of the AI industry chain are the current focus.
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