TENCENT(HK:00700) Xin Lang Cai Jing·2025-09-17 02:30Core Insights - Tencent Cloud has fully adapted to mainstream domestic chips and is actively participating in the open-source community, providing high-cost performance AI computing power through a heterogeneous computing platform [1] - The domestic AI industry chain is accelerating, with significant advancements in large models, computing power, and applications, indicating a long-term benefit across the AI industry chain [1] - As of September 16, 2025, the CSI Artificial Intelligence Theme Index has risen by 0.78%, with notable increases in constituent stocks such as Jingsheng Electronics (10.01%) and Ecovacs (7.63%) [1] Market Performance - The AI Artificial Intelligence ETF (512930) has increased by 0.81%, with a recent price of 2.13 yuan, and has seen a cumulative increase of 10.88% over the past week [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] Tracking Accuracy - As of September 16, 2025, the AI Artificial Intelligence ETF has a tracking error of 0.008% over the past three months, the highest tracking accuracy among comparable funds [2] - The CSI Artificial Intelligence Theme Index includes 50 listed companies that provide foundational resources, technology, and application support for artificial intelligence [2] Top Holdings - The top ten weighted stocks in the CSI Artificial Intelligence Theme Index account for 60.82% of the index, with companies like Xinyi Technology and Zhongji Xuchuang leading the list [2] - The top ten stocks include: - Xinyi Technology (6.52%) - Zhongji Xuchuang (6.71%) - Cambricon (6.45%) - iFlytek (5.72%) - OmniVision (5.62%) [3]