AI多模态能力有望进入大规模应用阶段，科创AIETF(588790)涨近1%，成交额已超亿元

Core Viewpoint - The launch of the real-time video call feature by Doubao marks a significant milestone in the commercialization of multi-modal perception technology, which is expected to drive demand for upstream computing chips and AI terminal SoC chips [3]. Group 1: Market Performance - As of May 28, 2025, the Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index (950180) increased by 0.41%, with notable gains from companies such as Chipone Technology (688521) up 2.87% and Stone Technology (688169) up 2.14% [2]. - The Sci-Tech AI ETF (588790) rose by 0.71%, with a latest price of 0.57 yuan and a turnover rate of 3.68%, totaling a transaction volume of 113 million yuan [2]. - Over the past two weeks, the Sci-Tech AI ETF saw a significant scale increase of 85.04 million yuan, ranking second among comparable funds [3]. Group 2: Fund Flows and Performance - The latest net inflow for the Sci-Tech AI ETF was 18.72 million yuan, with a total of 67.48 million yuan net inflow over the last five trading days, averaging 13.50 million yuan per day [3]. - The fund has experienced continuous net purchases from leveraged funds for five consecutive days, with the highest single-day net purchase reaching 12.64 million yuan [3]. Group 3: Fund Characteristics - Since its inception, the Sci-Tech AI ETF has achieved a maximum monthly return of 15.59%, with an average monthly return of 15.59% and a winning probability of 60.53% [4]. - The fund's management fee is 0.50% and the custody fee is 0.10%, which are among the lowest in comparable funds [4]. - The latest price-to-earnings ratio (PE-TTM) of the index tracked by the Sci-Tech AI ETF is 116.77, indicating a valuation lower than 83.1% of the historical data over the past year [4]. Group 4: Top Holdings - As of April 30, 2025, the top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index include companies like Lattice Semiconductor (688008) and Cambricon Technologies (688256), with the top ten stocks accounting for a significant portion of the index [5][8].