Core Viewpoint - The artificial intelligence (AI) sector is experiencing significant growth, as evidenced by the strong performance of the China Securities Artificial Intelligence Industry Index and related ETFs, indicating a robust investment opportunity in this field [1][2]. Group 1: Market Performance - As of August 12, 2025, the China Securities Artificial Intelligence Industry Index (931071) surged by 3.42%, with key stocks like Cambricon (688256) hitting a 20% limit up, pushing its market capitalization above 350 billion yuan [1]. - The AI ETF (515980) rose by 3.20%, with a trading volume of 286 million yuan and a turnover rate of 8.58% [1]. - Over the past week, the AI ETF has averaged daily trading of 237 million yuan, with its total size reaching 3.269 billion yuan [1]. Group 2: Fund Flows and Investment Strategy - The AI ETF has seen continuous net inflows over the past three days, with a peak single-day net inflow of 89.9845 million yuan, totaling 121 million yuan [1]. - The AI ETF uniquely tracks the artificial intelligence industry index and is the only small-cap ETF in the AI sector that adjusts quarterly, providing a balanced exposure to the market [5][6]. Group 3: Sector Composition and Trends - The index includes 50 stocks with high AI revenue proportions and growth potential, focusing on both infrastructure (like optical modules and ASIC chips) and application layers (such as office automation, media, autonomous driving, and robotics) [2][6]. - The current market conditions suggest a potential upward cycle in the semiconductor sector, driven by AI computing demand, which may enhance the overall market sentiment and demand limits [3].

Group 1 - The core viewpoint of the news highlights the performance and liquidity of the AI ETF, which has seen significant trading volume and a substantial increase in net asset value [2] - As of August 6, 2025, the AI ETF has achieved a net value increase of 68.41% over the past year, ranking in the top 5.90% among index equity funds [2] - The AI ETF closely tracks the CSI Artificial Intelligence Industry Index, which is constructed from 50 representative listed companies based on their AI business proportion, growth level, and market capitalization [2] Group 2 - The top ten weighted stocks in the CSI Artificial Intelligence Industry Index account for 61.26% of the index, with notable companies including Xinyi Technology, Cambricon, and iFlytek [3] - The AI ETF (515980) is the only small-cap index in the AI sector that adjusts its portfolio quarterly, focusing on companies with high revenue from AI and forward-looking growth indicators [5] - The AI industry index has risen by 22.26% year-to-date as of August 6, 2025, outperforming similar indices by nearly 5% due to the favorable investment environment in the AI sector [6]