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海外市场已进入良性循环,AI人工智能ETF(512930)涨近7%
Xin Lang Cai Jing·2025-09-11 05:23

Group 1 - Oracle's performance exceeded expectations, with capital expenditures for fiscal year 2026 projected to reach $35 billion, a significant increase from $21 billion in fiscal year 2025 [1] - The overseas market has entered a virtuous cycle driven by AI, with the domestic AI ecosystem rapidly improving, leading to acceleration in the AI industry chain, including large models, computing power, and applications [1] - The AI industry chain is expected to benefit long-term from comprehensive coverage in computing power, models, and applications [1] Group 2 - As of September 11, 2025, the CSI Artificial Intelligence Theme Index (930713) surged by 6.97%, with constituent stocks such as Zhongji Xuchuang (300308) rising by 15.04%, Xinyi Sheng (300502) by 13.24%, and Cambricon (688256) by 11.94% [1] - The AI Artificial Intelligence ETF (512930) increased by 6.95%, with a latest price of 2.09 yuan, and has seen a cumulative increase of 30.05% over the past month, ranking in the top 25% among comparable funds [1] - The management fee for the AI Artificial Intelligence ETF is 0.15%, and the custody fee is 0.05%, making it the lowest among comparable funds [1] - As of September 10, 2025, the AI Artificial Intelligence ETF had a tracking error of 0.007% over the past month, indicating the highest tracking accuracy among comparable funds [1] Group 3 - The CSI Artificial Intelligence Theme Index closely tracks the performance of 50 listed companies involved in providing foundational resources, technology, and application support for artificial intelligence [2] - As of August 29, 2025, the top ten weighted stocks in the CSI Artificial Intelligence Theme Index included Xinyi Sheng (300502), Zhongji Xuchuang (300308), and Cambricon (688256), collectively accounting for 60.82% of the index [2] - The AI Artificial Intelligence ETF has several off-market links, including Ping An CSI Artificial Intelligence Theme ETF Initiated Link A (023384) and others [2]