AI人工智能ETF(512930)盘中飘红，线上消费ETF基金(159793)冲击3连涨，机构：25 年或成为国内AI 应用开花结果之年

Group 1: AI Industry Insights - The AI Artificial Intelligence ETF (512930) has seen a recent increase of 0.24%, with a one-year cumulative growth of 19.06% as of April 28, 2025 [1][2] - The latest scale of the AI Artificial Intelligence ETF reached 1.839 billion yuan, indicating strong investor interest [2] - Tianfeng Securities remains optimistic about the AI industry as a key investment theme for the year, anticipating significant developments in AI infrastructure and applications in 2025 [2][10] Group 2: Consumer Electronics Sector - The Consumer Electronics Theme Index (931494) experienced a slight decline of 0.06%, with notable stock movements among its constituents [5] - The Consumer Electronics ETF (561600) has shown a one-year cumulative increase of 24.47%, reflecting positive market sentiment [5][16] - The implementation of the old-for-new policy for consumer goods has led to the purchase of 37.855 million new digital products, generating over 720 billion yuan in sales [5] Group 3: Online Consumption Market - The Online Consumption Theme Index (931481) rose by 1.07%, with significant gains from stocks like Alibaba Health and NetEase Cloud Music [8][13] - The Online Consumption ETF (159793) has achieved a three-week consecutive increase, with a net value growth of 26.60% over the past three years [8][19] - The ETF has shown strong performance metrics, including a maximum monthly return of 32.40% since its inception [8]