人工智能ETF(515980)连续3天净流入，人工智能ETF(515980)红盘蓄势

Core Viewpoint - The artificial intelligence (AI) industry is experiencing growth, with significant movements in the AI ETF and its underlying index, indicating strong investor interest and potential opportunities in the sector. Group 1: Market Performance - As of July 24, 2025, the CSI Artificial Intelligence Industry Index (931071) increased by 0.29%, with notable gains from constituent stocks such as Beijing Junzheng (300223) up 3.27% and ZTE Corporation (000063) up 2.36% [1] - The AI ETF (515980) showed a turnover of 3.96% during the trading session, with a total transaction volume of 127 million yuan [3] - Over the past month, the AI ETF has averaged daily transactions of 167 million yuan, with its latest scale reaching 3.198 billion yuan [3] Group 2: Fund Flows and Performance - The AI ETF has seen continuous net inflows over the past three days, with a peak single-day net inflow of 36.6568 million yuan, totaling 44.9829 million yuan [3] - The AI ETF's net value has increased by 48.52% over the past year, ranking 434 out of 2936 in the index stock fund category, placing it in the top 14.78% [3] - Since its inception, the AI ETF has recorded a maximum monthly return of 30.38% and an average monthly return of 6.80% [3] Group 3: Index Composition - As of June 30, 2025, the top ten weighted stocks in the CSI Artificial Intelligence Industry Index accounted for 52.07% of the index, including companies like Zhongji Xuchuang (300308) and Keda Xunfei (002230) [4][6] - The top ten stocks include a mix of companies with varying performance, with Zhongji Xuchuang down 0.71% and Keda Xunfei up 1.01% [6] Group 4: Industry Insights - According to First Capital Securities, the AI industry is seeing increased capital expenditure from major tech companies, with ongoing investments in data center construction and growth in the computing power industry chain [6] - Guosheng Securities notes that the demand for computing power is continuously increasing, with multiple segments of the industry chain expected to benefit from this trend [7]