政策产业双催化，短期回调不改产业链长期景气度，人工智能ETF易方达（159819）配置逻辑不变

证券之星06-10 19:03

人工智能板块今日震荡下行，截至收盘，中证人工智能主题指数下跌2.2%，中证科创创业人工智能指数下跌2.4%，上证科创板人工智能指数下跌3.0%。

政策方面，工业和信息化部印发《“人工智能+信息通信”创新发展实施意见(2026-2028年)》的通知，表示到2028年，人工智能与信息通信初步构建融合互促的创新发展格局。

产业方面，全球AI算力需求持续超预期，海外云厂商、AI巨头纷纷上调资本开支计划，带动国内算力产业链订单量价齐升。6月初，全球知名科技企业戴尔披露最新业绩，其AI服务器订单积压已达513亿美元，2027财年AI服务器销售额目标上调至600亿美元，较此前预期大幅提升。

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