AI人工智能ETF(512930)涨超1%，春节期间海内外催化不断

Core Viewpoint - The artificial intelligence (AI) industry is experiencing a significant surge, driven by the release of new AI models and a shift in focus towards productivity and efficiency in AI applications [1][2]. Group 1: Market Performance - As of February 24, 2026, the CSI Artificial Intelligence Theme Index (930713) rose by 1.29%, with notable gains from stocks such as Runze Technology (up 20.00%), Beijing Junzheng (up 3.52%), and Xiechuang Data (up 2.88%) [1]. - The AI Artificial Intelligence ETF (512930) increased by 1.10%, with the latest price reported at 2.3 yuan [1]. Group 2: Industry Developments - During the Spring Festival, both domestic and international AI developments accelerated, with major companies releasing updated AI models, including ByteDance's Seedance 2.0, Alibaba's Qwen 3.5, and Google's Gemini 3.1 Pro [1]. - The focus of the current AI model updates has shifted from a "parameter competition" to a "productivity competition," emphasizing the ability of models to solve complex real-world tasks [1]. Group 3: Index Composition - The CSI Artificial Intelligence Theme Index comprises 50 listed companies that provide foundational resources, technology, and application support for AI, reflecting the overall performance of AI-related securities [1]. - As of January 30, 2026, the top ten weighted stocks in the index include Zhongji Xuchuang, Xinyi Sheng, and Hanwujing, accounting for a total of 57.27% of the index [2].