2 1 Shi Ji Jing Ji Bao Dao·2025-05-13 03:59Group 1 - The A-share AI technology sector opened high on May 13 but experienced fluctuations and a subsequent decline [1] - The ChiNext AI ETF (159381) closed flat at midday, with its largest holding, Xinyi Technology, rising by 2.6% [1] - The ChiNext AI ETF has the lowest comprehensive fee rate among AI ETFs, with an annual management fee of 0.15% and a custody fee of 0.05% [1] Group 2 - The ChiNext AI ETF tracks the ChiNext AI Index, selecting AI-focused companies listed on the ChiNext, covering hardware, software, and application leaders in the AI industry [1] - The top ten holdings of the ETF include leading companies in optical modules, optical chips, IT services, and data centers, such as Xinyi Technology, Zhongji Xuchuang, and Tianfu Communication [1] - Recent developments in the AI sector are expected to catalyze growth, with Tencent and Alibaba set to release their Q1 reports on May 14, focusing on Capex guidance and AI application progress [1] Group 3 - The ByteDance AI conference on May 13 will feature upgrades to the Doubao large model family and the release of several Agent tools [2] - The Alibaba AI conference on May 13-14 will announce the commercialization of Qwen3 and showcase its applications in enterprise-level Agents [2] - Huaxi Securities notes that the appreciation of the RMB will help boost Chinese assets, with AI+ becoming a key allocation theme in May due to ongoing high capital expenditure in the AI sector [2] Group 4 - Industrial events in the AI sector are expected to catalyze growth, with the domestic technology industry at a critical breakthrough point [2] - Industrial trends suggest that the technology sector, having adjusted to low levels, may regain focus as new industry events emerge in May and June [2] - The emphasis on self-reliance and application-oriented development by the state indicates significant potential for the domestic AI industry chain and applications in the medium to long term [2]