Sou Hu Cai Jing·2025-10-14 02:42Group 1 - The domestic AI industry chain is accelerating, with significant developments in large models, computing power, and applications, indicating a robust growth trajectory for AI applications [1] - The online consumption ETF fund is positioned to benefit from the explosion of AI applications, reflecting the growing integration of AI in various sectors [1] - As of October 13, 2025, the online consumption ETF fund has seen a cumulative increase of 18.55% over the past three months, indicating strong market performance [1] Group 2 - As of September 30, 2025, the top ten weighted stocks in the CSI Hong Kong-Shenzhen Online Consumption Theme Index account for 55.76% of the index, highlighting the concentration of investment in key players [2] - The top ten stocks include major companies such as Alibaba, Tencent, and Meituan, which are pivotal in the online consumption sector [2] - The index is designed to reflect the overall performance of listed companies involved in online shopping, digital entertainment, online education, and telemedicine in the mainland and Hong Kong markets [1]