Xin Lang Cai Jing·2025-05-28 05:16Core Insights - The China Securities Artificial Intelligence Theme Index (930713) has shown a slight increase of 0.10% as of May 28, 2025, with notable gains in constituent stocks such as Xinyisheng (300502) up by 5.34% and Zhongji Xuchuang (300308) up by 2.44% [3] - The AI Artificial Intelligence ETF (512930) has reported a 22.93% increase over the past year, closing at 1.28 yuan [3] - The proposed acquisition of Zhongke Shuguang by Haiguang Information is seen as a significant move for the computing power industry, potentially leading to a full domestic replacement across the industry chain [3] - Market activity has increased around the stocks involved in the merger, indicating investor speculation on the opportunities post-resumption of trading [3] Index Performance - As of April 30, 2025, the top ten weighted stocks in the China Securities Artificial Intelligence Theme Index accounted for 50.64% of the index, with notable companies including Cambricon (688256) and Hikvision (002415) [4] - The top ten stocks by weight include: - Cambricon (688256) at 7.00% - Hikvision (002415) at 6.12% - Weir Shares (603501) at 6.09% - Other significant contributors include Zhongke Shuguang (603019) and Keda Xunfei (002230) [6]