Gem Board AI ETF Huabao's trading volume exceeded 89 million yuan today, institutions: pay attention to AI, semiconductor direction, and science and technology innovation theme in the short term.

On June 23, the ChiNext Artificial Intelligence ETF by Huabao closed up by 0.62%, with a trading volume of 89.0594 million yuan. The constituent stocks showed mixed gains and losses, with Beijing Junzheng leading the gains, followed by Guanghuan Xinwang; while Tianfutongxin led the losses, followed by Xinyisheng. China International Capital Corporation Securities stated that looking ahead, economic data for May has been released, and the fundamental situation continues to show a pattern of weak domestic demand and structural prosperity. The growth rate of social retail sales has become the biggest highlight under seasonal and policy driving, but the sustainability of the future is still to be observed. At the same time, the structural prosperity of high-end industries continues, with the cumulative year-on-year growth of industrial value-added in high-tech manufacturing from January to May reaching 9.5%, which is 3.2 percentage points higher than the overall industrial growth. In addition, the attention on the "science and technology innovation" topic at the 2025 Lujiazui Forum has once again increased, emphasizing the better use of capital market functions to promote the integration of technological innovation and industrial innovation. In terms of allocation, it is recommended to focus more on the AI, semiconductor, and science and technology innovation themes in the short term, while keeping an eye on new consumer trends and innovative pharmaceuticals in the medium term.