Group 1 - The overseas market has entered a virtuous cycle driven by AI, with the domestic AI ecosystem in China rapidly improving, leading to acceleration in the AI industry chain, including large models, computing power, and applications [1] - The online consumption ETF fund is positioned as an AI application ETF, expected to benefit from the explosion of AI applications [1] - As of September 15, 2025, the CSI Hong Kong-Shenzhen Online Consumption Theme Index (931481) rose by 0.80%, with notable increases in component stocks such as China Film (600977) up 7.90% and Giant Network (002558) up 5.76% [1] Group 2 - As of August 29, 2025, the top ten weighted stocks in the CSI Hong Kong-Shenzhen Online Consumption Theme Index (931481) include Tencent Holdings (00700) and Alibaba-W (09988), collectively accounting for 51.84% of the index [2] - The online consumption ETF fund (159793) closely tracks the CSI Hong Kong-Shenzhen Online Consumption Theme Index, which selects 50 listed companies involved in online shopping, digital entertainment, online education, and telemedicine [1][2]
AI应用有望加速，“AI应用ETF”——线上消费ETF基金(159793)涨超0.7%冲击4连涨
Xin Lang Cai Jing·2025-09-15 02:23