Sou Hu Cai Jing·2025-07-18 09:05Core Viewpoint - The artificial intelligence (AI) sector is experiencing positive momentum, with the China Securities Artificial Intelligence Industry Index and related ETFs showing significant gains, indicating strong investor interest and potential growth in the industry [1][3]. Group 1: Index Performance - As of July 18, 2025, the China Securities Artificial Intelligence Industry Index (931071) increased by 0.36%, with notable gains from constituent stocks such as Deepin Technology (8.31%) and Kingsoft Office (3.39%) [1]. - The AI ETF (515980) has achieved a six-day consecutive increase, with a weekly cumulative rise of 8.18% as of July 17, 2025 [1]. Group 2: Liquidity and Trading Volume - The AI ETF recorded a turnover rate of 5.91% and a total trading volume of 193 million yuan on the day [3]. - The average daily trading volume for the AI ETF over the past week was 291 million yuan, with the latest fund size reaching 3.243 billion yuan [3]. Group 3: Fund Performance Metrics - The AI ETF has seen a net value increase of 44.77% over the past year, ranking 434 out of 2917 index equity funds, placing it in the top 14.88% [3]. - Since its inception, the AI ETF has recorded a maximum monthly return of 30.38% and an average monthly return of 6.80% during rising months [3]. Group 4: Top Holdings - As of June 30, 2025, the top ten weighted stocks in the China Securities Artificial Intelligence Industry Index accounted for 52.07% of the index, with companies like Zhongji Xuchuang and iFlytek leading the list [4]. Group 5: Market Developments - Nvidia announced on July 15, 2025, that it would resume sales of the H20 chip in China, which had previously been restricted due to U.S. government regulations [6]. - The introduction of new chip series like the B30 by Nvidia is anticipated to meet export restrictions, suggesting ongoing demand for AI-related technologies [7].