Core Insights - Huawei released the "Intelligent World 2035" series report, highlighting significant growth in computing power and a shift from traditional computing architectures by 2035 [1] - The demand for AI storage capacity is projected to increase by 500 times compared to 2025, with AI storage accounting for over 70% of total storage needs [1] - The number of connected devices is expected to expand from 9 billion people to 900 billion intelligent agents, marking a transition from mobile internet to intelligent agent internet [1] Market Performance - As of September 18, 2025, the CSI Artificial Intelligence Theme Index (930713) rose by 1.31%, with notable gains in constituent stocks such as Jingsheng Electronics (up 9.99%) and Rockchip (up 9.81%) [1] - The AI Artificial Intelligence ETF (512930) increased by 1.23%, achieving a three-day consecutive rise, with a latest price of 2.14 yuan [1] - Over the past week, the AI Artificial Intelligence ETF has accumulated an increase of 8.08% [1] Liquidity and Fees - The AI Artificial Intelligence ETF had a turnover rate of 3.13% during the trading session, with a transaction volume of 89.89 million yuan [2] - The ETF's management fee is 0.15% and the custody fee is 0.05%, making it the lowest among comparable funds [2] - The tracking error for the AI Artificial Intelligence ETF over the past three months is 0.008%, indicating the highest tracking precision among similar funds [2] Index Composition - The CSI Artificial Intelligence Theme Index includes 50 listed companies involved in providing foundational resources, technology, and application support for AI [2] - As of August 29, 2025, the top ten weighted stocks in the index accounted for 60.82% of the total index weight, with companies like Xinyisheng and Zhongji Xuchuang leading the list [2]
2035年全社会的算力总量将大幅增长，AI人工智能ETF(512930)涨超1.2%冲击3连涨
Xin Lang Cai Jing·2025-09-18 02:23