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近1周日均成交2.80亿元,AI小宽基人工智能ETF(515980)冲击3连涨,盘中交投活跃
Xin Lang Cai Jing·2025-08-06 02:15

Core Viewpoint - The artificial intelligence (AI) sector is experiencing positive momentum, with significant growth in the AI ETF and its underlying index, indicating strong investment opportunities in the industry [1][3][4]. Group 1: Market Performance - As of August 6, 2025, the CSI Artificial Intelligence Industry Index (931071) rose by 0.57%, with notable gains from key stocks such as Kehua Data (3.31%) and New Yisheng (2.74%) [1]. - The AI ETF (515980) has shown a 67.72% increase in net value over the past year, ranking 191 out of 2948 index equity funds, placing it in the top 6.48% [3][4]. - The AI ETF's latest scale reached 3.11 billion, with a daily average trading volume of 280 million over the past week [3]. Group 2: Investment Opportunities - The top ten weighted stocks in the CSI Artificial Intelligence Industry Index account for 61.26% of the index, highlighting concentrated investment in leading companies [4]. - The AI ETF is uniquely positioned as a small broad-based fund that balances investments in computing power (50%) and applications (50%), differentiating it from competitors [7]. - The index includes sectors with strong commercial potential, such as autonomous driving and robotics, each holding a 5% weight, suggesting a strategic focus on high-growth areas [8]. Group 3: Technological Developments - Alibaba's DAMO Academy has open-sourced the Qwen-Image model, a significant advancement in AI technology with 20 billion parameters, enhancing capabilities in complex text rendering and precise image editing [4]. - Citic Securities recommends capitalizing on the new wave of innovation in AI core technologies, anticipating accelerated growth in the AI industry chain [4].