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国家发文推动算力互联互通,AI人工智能ETF(512930)早盘涨近1%,消费电子ETF(561600)近3月新增规模居同类第一
Xin Lang Cai Jing· 2025-06-03 03:00
截至2025年6月3日 10:34,中证人工智能主题指数(930713)上涨0.46%,成分股澜起科技(688008)上涨7.31%,复旦微电(688385)上涨5.11%,科大讯飞(002230) 上涨4.43%,恒玄科技(688608)上涨3.19%,星宸科技(301536)上涨2.74%。AI人工智能ETF(512930)盘中一度涨近1%,现上涨0.39%,最新价报1.29元。拉长 时间看,截至2025年5月30日,AI人工智能ETF近1年累计上涨24.62%。 流动性方面,AI人工智能ETF盘中换手1.23%,成交2356.85万元。拉长时间看,截至5月30日,AI人工智能ETF近1年日均成交8787.97万元。 规模方面,AI人工智能ETF最新规模达19.09亿元。 份额方面,AI人工智能ETF近2周份额增长400.00万份,实现显著增长,新增份额位居可比基金1/3。 资金流入方面,AI人工智能ETF最新资金净流入383.37万元。拉长时间看,近19个交易日内有12日资金净流入,合计"吸金"8222.20万元,日均净流入达 432.75万元。 数据显示,杠杆资金持续布局中。AI人工智能ETF最新融资 ...
AI人工智能ETF(512930) 、消费电子ETF(561600)小幅调整,英伟达财报来袭!豆包等国产AI进展迅速
Xin Lang Cai Jing· 2025-05-27 05:34
Group 1: AI Investment Opportunities - The AI Artificial Intelligence ETF (512930) has seen a recent decline of 1.39%, with a latest price of 1.29 yuan, but has accumulated a 1.81% increase over the past month [1] - The liquidity for the AI Artificial Intelligence ETF is reported at 33.45 million yuan, with an average daily trading volume of 87.66 million yuan over the past year [1] - The current scale of the AI Artificial Intelligence ETF has reached 1.931 billion yuan, with a significant increase of 5 million shares over the past week, ranking it in the top third among comparable funds [1] - Nvidia is set to announce its earnings on May 28, with expectations of slightly exceeding forecasts for the February-April period, despite a projected decline in gross margin due to a $5.5 billion write-down from the H20 ban [1] Group 2: Domestic AI Developments - Guosen Securities reports rapid advancements in domestic AI, highlighting Doubao's launch of real-time video call functionality, allowing users to interact in real-time and search for information online [2] - Kunlun Wanwei's Tiangong super-intelligent system has topped the GAIA rankings, utilizing AI agent architecture and deep research technology to generate various content types, surpassing OpenAI and Manus [2] Group 3: Consumer Electronics ETF Performance - The Consumer Electronics ETF (561600) has decreased by 1.17%, with a latest price of 0.77 yuan, but has shown a 25.57% increase over the past year [4] - The liquidity for the Consumer Electronics ETF is reported at 3.1995 million yuan, with an average daily trading volume of 14.3696 million yuan over the past month, ranking first among comparable funds [4] - The Consumer Electronics ETF has seen a scale increase of 8.3405 million yuan over the past three months, ranking fifth among comparable funds [4] Group 4: Online Consumption ETF Insights - The CSI Hong Kong-Shenzhen Online Consumption Theme Index (931481) has decreased by 0.24%, with mixed performance among constituent stocks [7] - The Online Consumption ETF (159793) has decreased by 0.34%, with a latest price of 0.88 yuan, but has accumulated a 7.60% increase over the past six months [7] - The Online Consumption ETF closely tracks the CSI Hong Kong-Shenzhen Online Consumption Theme Index, which selects 50 companies involved in online shopping, digital entertainment, online education, and telemedicine [13] Group 5: Index Composition and Weighting - The top ten weighted stocks in the CSI Artificial Intelligence Theme Index (930713) include Cambricon (688256), Hikvision (002415), and Weir Shares (603501), accounting for a total of 50.64% [12] - The top ten weighted stocks in the CSI Hong Kong-Shenzhen Online Consumption Theme Index (931481) include Alibaba-W (09988), Tencent Holdings (00700), and Meituan-W (03690), accounting for a total of 56.94% [15] - The top ten weighted stocks in the CSI Consumer Electronics Theme Index (931494) include SMIC (688981), Luxshare Precision (002475), and Cambricon (688256), accounting for a total of 53.78% [18]
AI人工智能ETF(512930)最新份额创新高,消费电子ETF(561600)近3月新增规模居同类第一,国内本土AI芯片供应链自主化进程有望加速
Sou Hu Cai Jing· 2025-05-26 03:19
Group 1: AI Industry Insights - The CSI Artificial Intelligence Theme Index (930713) increased by 0.57%, with notable gains from constituent stocks such as Xingchen Technology (301536) up 5.59% and Kunlun Wanwei (300418) up 4.65% [1] - The AI Artificial Intelligence ETF (512930) rose by 0.47%, with a latest price of 1.29 yuan, and has seen a cumulative increase of 1.50% over the past month [1] - The latest scale of the AI Artificial Intelligence ETF reached 1.923 billion yuan, with a record high of 1.494 billion shares [1] - The net inflow of funds into the AI Artificial Intelligence ETF was 9.1088 million yuan, with a total of 55.563 million yuan net inflow over the last 10 trading days [1][2] Group 2: Consumer Electronics Sector - The CSI Consumer Electronics Theme Index (931494) rose by 0.21%, with significant increases from stocks like Tongfang Co., Ltd. (600100) up 3.19% and Jingwang Electronics (603228) up 2.41% [4] - The Consumer Electronics ETF (561600) increased by 0.39%, with a latest price of 0.77 yuan, and has shown a cumulative increase of 25.41% over the past year [4] - The Consumer Electronics ETF experienced a significant growth in scale, increasing by 8.5561 million yuan over the past three months, ranking in the top 1/5 among comparable funds [4] Group 3: Online Consumption Market - The CSI Hong Kong-Shanghai Online Consumption Theme Index (931481) saw a slight increase of 0.01%, with notable gains from stocks like Youzu Interactive (002174) up 9.97% and Kunlun Wanwei (300418) up 4.59% [5] - The Online Consumption ETF (159793) rose by 0.23%, with a latest price of 0.89 yuan, and has shown a cumulative increase of 1.15% over the past month [5] Group 4: AI Chip Market Developments - Nvidia plans to launch a new AI chip specifically for the Chinese market, with production expected to start in June 2025, priced between $6,500 and $8,000 [8] - Domestic AI chip suppliers are expected to accelerate the localization of the supply chain, with projections indicating that by 2025, local chips will account for 40% of the Chinese AI server market [8]
全球订单已超25万台!Rokid旗下智能眼镜引发热议,消费电子ETF(561600)近2周新增规模居同类第一,AI人工智能ETF(512930)昨日获资金净流入
Sou Hu Cai Jing· 2025-05-22 03:44
Group 1: Consumer Electronics Sector - The CSI Consumer Electronics Theme Index (931494) decreased by 0.13% as of May 22, 2025, with mixed performance among constituent stocks [1] - Leading gainers included Xunwei Communication (300136) up 3.30%, Wenta Technology (600745) up 2.63%, and Silan Microelectronics (600460) up 2.33% [1] - The Consumer Electronics ETF (561600) also fell by 0.13%, with a latest price of 0.78 yuan, but showed a 1.42% increase over the past month [1] - The ETF's trading volume was 287.16 million yuan with a turnover rate of 1.49% [1] - Over the past two weeks, the ETF's scale increased by 16.72 million yuan, ranking it in the top 1/5 among comparable funds [1] - The ETF's share count rose by 26 million shares in the same period, also placing it in the top 1/5 among comparable funds [1] - Recent capital inflow was balanced, with a total of 22.05 million yuan attracted over the last 10 trading days [1] Group 2: Artificial Intelligence Sector - The CSI Artificial Intelligence Theme Index (930713) declined by 0.06% as of May 22, 2025, with varied performance among its constituent stocks [2] - Top performers included Kunlun Wanwei (300418) up 7.89%, New Yisheng (300502) up 1.87%, and Shitou Technology (688169) up 1.82% [2] - The AI ETF (512930) decreased by 0.15%, with a latest price of 1.31 yuan, but recorded a 2.26% increase over the past month [2] - The ETF's trading volume was 28.19 million yuan with a turnover rate of 1.44% [3] - The latest scale of the AI ETF reached 1.95 billion yuan [3] - Recent net capital inflow was 1.31 million yuan, with a total of 32.98 million yuan attracted over the last five trading days [3] - Leveraged funds are actively participating, with the latest margin buying amounting to 4.44 million yuan and a margin balance of 90.18 million yuan [3] Group 3: Online Consumption Sector - The CSI Hong Kong-Shanghai Online Consumption Theme Index (931481) fell by 0.79% as of May 22, 2025, with mixed results among its constituent stocks [4] - Leading gainers included High Xin Retail (06808) up 10.24%, Kunlun Wanwei (300418) up 6.48%, and Youzu Network (002174) up 4.86% [4] - The Online Consumption ETF (159793) decreased by 0.78%, with a latest price of 0.89 yuan, but showed a 3.46% increase over the past month [4] - The index comprises 50 companies involved in online shopping, digital entertainment, online education, and telemedicine [13] - The top ten weighted stocks in the index account for 56.94% of the total weight, with Alibaba-W (09988) having the highest weight at 14.37% [13]
半导体产业链国产替代再加速!AI人工智能ETF(512930)连续3天净流入,消费电子ETF近1周日均成交位居同类第一
Sou Hu Cai Jing· 2025-05-19 03:45
截至2025年5月19日 11:25,中证人工智能主题指数(930713)下跌0.63%。成分股方面涨跌互现,北斗星通(002151)领涨2.47%,科沃斯(603486)上涨2.44%,全 志科技(300458)上涨1.82%;芯原股份(688521)领跌2.52%,深信服(300454)下跌2.43%,中际旭创(300308)下跌2.40%。 AI人工智能ETF(512930)下跌0.53%,最新报价1.31元。 流动性方面,AI人工智能ETF盘中换手2.39%,成交4639.78万元。拉长时间看,截至5月16日,AI人工智能ETF近1年日均成交8787.69万元。 规模方面,AI人工智能ETF近1周规模增长532.63万元,实现显著增长,新增规模位居可比基金1/3。 份额方面,AI人工智能ETF最新份额达14.89亿份,创近1年新高。 国家数据局综合司印发了《数字中国建设2025年行动方案》。其中提出,深度挖掘人工智能应用场景,积极开展人工智能高质量数据集建设。着力发展智能 网联新能源汽车、人工智能手机和电脑、智能机器人等新一代智能终端及智能制造装备。 东莞证券认为,人工智能是科技行业成长的核心驱动力, ...
腾讯全面加码AI投入,AI人工智能ETF(512930)规模、份额均创新高,消费电子ETF(561600)近5日“吸金”超3000万元
Xin Lang Cai Jing· 2025-05-15 03:47
截至2025年5月15日 11:29,中证人工智能主题指数(930713)下跌1.95%。成分股方面,深桑达A(000032)领跌4.96%,光环新网(300383)下跌4.83%,用友网络 (600588)下跌4.65%,润泽科技(300442)下跌4.22%,拓维信息(002261)下跌3.77%。AI人工智能ETF(512930)下跌2.01%,最新报价1.32元。拉长时间看,截至 2025年5月14日,AI人工智能ETF近1周累计上涨0.90%。 流动性方面,AI人工智能ETF盘中换手3.4%,成交6588.25万元。拉长时间看,截至5月14日,AI人工智能ETF近1年日均成交8778.53万元。 规模方面,AI人工智能ETF最新规模达19.64亿元,创成立以来新高。 份额方面,AI人工智能ETF最新份额达14.64亿份,创成立以来新高。 资金流入方面,AI人工智能ETF最新资金净流入1208.69万元。拉长时间看,近5个交易日内有3日资金净流入,合计"吸金"1204.68万元,日均净流入达240.94 万元。 数据显示,杠杆资金持续布局中。AI人工智能ETF最新融资买入额达655.21万元,最新融资 ...
AI人工智能ETF(512930)、线上消费ETF基金(159793)早盘涨近1%,英伟达最新消息!国产替代逻辑再强化
Sou Hu Cai Jing· 2025-05-14 02:17
Group 1: AI Industry Insights - The AI Artificial Intelligence ETF (512930) has seen a recent increase of 0.67%, with a latest price of 1.34 yuan, and a cumulative rise of 4.95% over the past two weeks, ranking it in the top third among comparable funds [1] - Nvidia announced a partnership with Saudi AI company Humain to establish a 500MW data center in Saudi Arabia, with plans to build a 1.9GW data center by 2030 [1] - The domestic AI large model technology, represented by DeepSeek, is driving the demand for edge AI computing power, which in turn is boosting the market demand for various semiconductor hardware [2] Group 2: Consumer Electronics Sector - The Consumer Electronics ETF (561600) has increased by 0.23%, with significant gains in constituent stocks such as Shengyi Technology (7.60%) and Chipone Technology (5.45%) [5] - The Consumer Electronics ETF has reached a new high in scale at 2.05 billion yuan, with a recent trading volume of 427.36 million yuan [5][6] - The Consumer Electronics Index (931494) includes 50 companies involved in component production and brand design, reflecting the overall performance of the consumer electronics sector [18] Group 3: Online Consumption Market - The Online Consumption ETF (159793) has risen by 0.88%, with notable increases in stocks like JD Health (5.92%) and NetEase Cloud Music (5.84%) [9] - The Online Consumption Index (931481) selects 50 companies from the mainland and Hong Kong markets involved in online shopping, digital entertainment, online education, and telemedicine [15] - The top ten weighted stocks in the Online Consumption Index account for 56.94% of the index, indicating a concentrated market [17]
AI人工智能ETF(512930),消费电子ETF(561600)、线上消费ETF基金(159793)盘中震荡,AI 开源浪潮、美团出海点燃投资新热点
Xin Lang Cai Jing· 2025-05-13 05:27
截至2025年5月13日 13:01,中证人工智能主题指数(930713)下跌0.31%。成分股方面涨跌互现,晶晨股份(688099)领涨2.76%,新易盛(300502)上涨2.53%,拓 维信息(002261)上涨2.34%;中科星图(688568)领跌4.52%,景嘉微(300474)下跌2.63%,北斗星通(002151)下跌2.47%。 AI人工智能ETF(512930)下跌0.37%,最新报价1.33元。拉长时间看,截至2025年5月12日,AI人工智能ETF近1周累计上涨2.61%。 规模方面,AI人工智能ETF最新规模达19.49亿元。 费率方面,AI人工智能ETF管理费率为0.15%,托管费率为0.05%,费率在可比基金中最低。 跟踪精度方面,截至2025年5月12日,AI人工智能ETF近1月跟踪误差为0.013%,在可比基金中跟踪精度最高。 消息面上,价格曾经炒到10万,一码难求的AI智能体平台Manus宣布开放注册,Manus在公告中表示,Manus向所有人开放,无需等待名单;所有用户每天 可免费执行一项任务(300积分),所有用户一次性获得1000积分奖励。 此外,央行等五部门联合印发 ...
AI人工智能ETF(512930)、消费电子ETF(561600)盘中涨超1%,AI Agent商业化落地提速,机构:AI板块当前展现出极强投资价值
Sou Hu Cai Jing· 2025-05-12 03:11
截至2025年5月12日 10:53,中证人工智能主题指数(930713)上涨0.85%,成分股景嘉微(300474)上涨5.30%,复旦微电(688385)上涨5.10%,均胜电子(600699) 上涨3.28%,深桑达A(000032)上涨2.84%,北斗星通(002151)上涨2.71%。AI人工智能ETF(512930)盘中涨超1%,最新价报1.34元。拉长时间看,截至2025年5 月9日,AI人工智能ETF近1周累计上涨1.46%。 流动性方面,AI人工智能ETF盘中换手2.28%,成交4420.61万元。拉长时间看,截至5月9日,AI人工智能ETF近1周日均成交9371.18万元。 规模方面,AI人工智能ETF最新规模达19.23亿元。 资金流入方面,AI人工智能ETF最新资金净流入265.56万元。拉长时间看,近4个交易日内有3日资金净流入,合计"吸金"2932.44万元,日均净流入达733.11 万元。 数据显示,杠杆资金持续布局中。AI人工智能ETF最新融资买入额达521.83万元,最新融资余额达8661.83万元。 截至2025年5月12日 10:51,中证消费电子主题指数(931494) ...
AI人工智能ETF(512930)规模创近1月新高,消费电子ETF(561600)近1月份额增长显著,多项央企人工智能行业高质量数据集优秀建设成果发布
Sou Hu Cai Jing· 2025-05-09 03:19
Group 1: AI Industry - The CSI Artificial Intelligence Theme Index (930713) decreased by 1.97% as of May 9, 2025, with mixed performance among constituent stocks [1] - The AI Artificial Intelligence ETF (512930) fell by 2.01%, with a latest price of 1.32 yuan, but saw a cumulative increase of 7.00% over the past two weeks [1] - Leveraged funds have been actively investing, with the AI Artificial Intelligence ETF experiencing net purchases for three consecutive days, reaching a maximum single-day net purchase of 488.18 thousand yuan [1] Group 2: Consumer Electronics Industry - The CSI Consumer Electronics Theme Index (931494) declined by 2.23% as of May 9, 2025, with significant drops in stocks like Chipone (688521) and SMIC (688981) [4] - The Consumer Electronics ETF (561600) decreased by 2.49%, with a latest price of 0.78 yuan, but had a cumulative increase of 4.56% over the past two weeks [4] - The Consumer Electronics ETF saw a notable increase in shares, growing by 10 million shares in the past month, ranking first among comparable funds [4] Group 3: Online Consumption Industry - The CSI Hong Kong-Shanghai Online Consumption Theme Index (931481) fell by 1.45% as of May 9, 2025, with stocks like Miniso (09896) and Alibaba-W (09988) showing mixed results [6] - The Online Consumption ETF (159793) decreased by 1.43%, with a latest price of 0.9 yuan, but had a cumulative increase of 5.57% over the past two weeks [6] - The Online Consumption ETF had a low turnover rate of 0.65%, with a trading volume of 23.55 thousand yuan [6] Group 4: Data and AI Development - The State-owned Assets Supervision and Administration Commission (SASAC) has launched the first batch of high-quality data sets for the AI industry, focusing on sectors like transportation logistics and green low-carbon initiatives [8] - SASAC aims to promote the "AI+" initiative among state-owned enterprises, enhancing AI technology innovation and industry development [8] - The initiative will leverage the vast data resources of state-owned enterprises to create reliable data circulation infrastructure and explore compliant data asset trading models [8] Group 5: Technology Sector Outlook - Analysts indicate that the domestic technology industry is rapidly rising, with key technological breakthroughs driving strong performance in tech stocks [9] - The CSI Artificial Intelligence Theme Index includes 50 stocks related to AI, with the top ten stocks accounting for 50.64% of the index [9][11] - The CSI Consumer Electronics Theme Index also comprises 50 stocks, with the top ten stocks representing 53.78% of the index [12][14] - The CSI Hong Kong-Shanghai Online Consumption Theme Index features 50 stocks, with the top ten stocks making up 56.94% of the index [15][17]