Xin Lang Cai Jing·2025-12-25 02:15Core Insights - The AI sector is experiencing significant growth, with the Zhongzheng AI Theme Index (930713) showing a slight increase of 0.07% as of December 25, 2025, and notable gains in constituent stocks such as Beijing Junzheng (300223) up 6.27% and Zhongke Xingtou (688568) up 2.58% [1] - The AI Artificial Intelligence ETF (512930) has also seen a rise of 0.09%, marking its fifth consecutive increase, with the latest price at 2.17 yuan [1] - The report from Tencent Yuanbao indicates that the user base for DeepSeek has expanded significantly, with usage on December 14 reaching a new high, growing over 100 times since the beginning of the year [1] - According to Chengtong Securities, AI is driving a new structural growth cycle in the global semiconductor market, with projections estimating the market size to reach $772 billion by 2025 and potentially exceed $975 billion by 2026 [1] - Logic chips and memory are expected to be the main growth drivers, with year-on-year growth rates of 37.1% and 27.8% respectively [1] - The Americas and Asia-Pacific regions are anticipated to be the primary growth areas, achieving high growth rates of 29.1% and 24.9% respectively [1] - Key investment directions include high-performance computing, HBM, and edge AI hardware, driven by the demand for AI computing power [1] Industry Overview - The Zhongzheng AI Theme Index tracks 50 listed companies involved in providing foundational resources, technology, and application support for artificial intelligence, reflecting the overall performance of AI-related securities [2] - The top ten weighted stocks in the Zhongzheng AI Theme Index as of November 28, 2025, include companies like Zhongji Xuchuang (300308) and Hikvision (002415), which collectively account for 63.92% of the index [4] - The AI Artificial Intelligence ETF closely follows the Zhongzheng AI Theme Index, with various connection options available for investors [4]