Xin Lang Cai Jing·2025-11-12 02:37Core Insights - The domestic AI ecosystem is rapidly improving, with significant acceleration in the AI industry chain, including large models, computing power, and applications [1] - The online consumption ETF fund (159793) is positioned as an AI application ETF and is expected to benefit from the explosion of AI applications [1] Group 1: ETF Performance - As of November 11, 2025, the online consumption ETF fund has seen a cumulative increase of 6.09% over the past three months [1] - The fund's management fee is 0.50%, and the custody fee is 0.10% [1] - The tracking error for the fund over the past month is 0.050% [1] Group 2: Index Composition - The CSI Hong Kong-Shenzhen Online Consumption Theme Index (931481) includes 50 companies involved in online shopping, digital entertainment, online education, and telemedicine [2] - The top ten weighted stocks in the index account for 55.69% of the total index weight, with Alibaba-W (09988) and Tencent Holdings (00700) being the top two [2] Group 3: Stock Performance - The performance of the top ten stocks in the index shows mixed results, with Alibaba-W down 1.68% and Tencent Holdings up 0.92% [3] - JD Health (06618) has increased by 4.15%, while Kuaishou-W (01024) has risen by 1.44% [3]