Seek .(US:SKLTY) Xin Lang Cai Jing·2025-08-13 03:14Group 1 - The Southern ChiNext AI ETF (159382) experienced a strong performance, rising over 5% intraday and achieving a three-day rally, with a trading volume of 17.26 million yuan and a turnover rate of 20.24% [1] - The ChiNext AI Index, which the ETF tracks, surged by 4.91%, with significant gains from constituent stocks such as Guangku Technology (up 20.01%), Xinyi Sheng (up 14.69%), and Zhongji Xuchuang (up 9.12%) [1] - As of August 12, the latest scale of the Southern ChiNext AI ETF reached 83.23 million yuan, marking a three-month high, with a recent increase of 5 million shares over the past two weeks [1] Group 2 - CICC noted that AI applications like Agent are accelerating deployment, driving innovation at the terminal level, and increasing the number of IoT device connections, which is expected to boost the communication module market [2] - Advances in large models are empowering security IoT, prompting upgrades in hardware products, system software, and overall solutions for IoT security companies, thereby expanding AI's application space in terminal scenarios [2] - The ChiNext AI Index closely tracks the stock price changes of listed companies related to the AI theme, with the top ten weighted stocks including Zhongji Xuchuang, Xinyi Sheng, Tianfu Communication, and others [2]