On July 13th, A-shares experienced a significant pullback, but approximately 60 billion yuan in capital flowed into the market through equity ETFs, marking a single-day inflow record since April 8th, 2025. Broad-based ETFs tracking indices like the CSI 1000, CSI 300, and CSI 500 saw substantial increases in holdings. While the tech sector has seen increased volatility due to leveraged positions being unwound, the underlying logic supporting the A-share market remains intact, with the current adjustment seen as a structural correction rather than a fundamental shift. The AI industry trend is considered uncompromised, and the third quarter may shift focus to specific sub-sectors and performance verification. AI
IMPACT The AI industry trend is considered uncompromised, suggesting continued investor interest despite market volatility.
RANK_REASON The article discusses market trends and capital flows related to AI, but does not announce a new AI model, product, or research.
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