AI人工智能长期发展趋势不变，AI人工智能ETF(512930)今日回调蓄势，近3月跟踪精度同类第1

Core Insights - The long-term development trend of AI remains unchanged globally, with overseas markets entering a virtuous cycle driven by AI performance and capital expenditure, while the domestic AI ecosystem in China is accelerating [1] - The Ministry of Industry and Information Technology is soliciting opinions on the "Guidelines for the Construction of Computing Power Standard System (2025 Edition)", aiming to revise over 50 standards by 2027 to promote the construction of a computing power standard system [1] - As of October 22, 2025, the CSI Artificial Intelligence Theme Index (930713) has decreased by 0.73%, with mixed performance among constituent stocks [1] Industry Summary - The AI industry chain in China is showing signs of acceleration in areas such as large models, computing power, and applications [1] - The CSI Artificial Intelligence Theme Index includes 50 listed companies involved in providing basic resources, technology, and application support for AI [2] - The top ten weighted stocks in the CSI Artificial Intelligence Theme Index account for 61.36% of the index, with companies like NewEase (300502) and Zhongji Xuchuang (300308) leading [2] ETF Performance - The AI Artificial Intelligence ETF (512930) has a management fee rate of 0.15% and a custody fee rate of 0.05%, which are the lowest among comparable funds [1] - As of October 21, 2025, the AI Artificial Intelligence ETF has a tracking error of 0.009% over the past three months, indicating the highest tracking accuracy among comparable funds [2] - The ETF closely tracks the CSI Artificial Intelligence Theme Index, which reflects the overall performance of AI-related listed companies [2]