创业板人工智能ETF富国(159246)

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AI再度点燃市场,创业板人工智能 ETF 富国(159246)盘中涨幅达4.15%
Mei Ri Jing Ji Xin Wen· 2025-09-25 05:46
Group 1 - The AI sector is experiencing a strong performance, with significant gains in related ETFs, such as the ChiNext AI ETF, which rose by 4.15%, and the communication equipment ETF, which increased by 3.92% [1] - Alibaba Cloud announced a new global infrastructure plan, establishing cloud computing nodes in Brazil, France, and the Netherlands, while expanding existing data centers in Mexico and Japan to meet global AI and cloud computing demands [1] - Alibaba has revealed a long-term investment plan, committing to a three-year investment of 380 billion yuan in AI infrastructure, with a goal to increase the energy consumption scale of its global data centers by ten times by 2032 compared to 2022 [1] Group 2 - The ChiNext AI ETF tracks the ChiNext AI Index, which selects 50 companies from the ChiNext market, covering the entire AI industry chain, including hardware, software, and application sectors [2] - The index focuses on leading companies in communication equipment and optical modules, providing a comprehensive investment opportunity in the AI sector [2]
卫星移动通信业务牌照催化,通信设备ETF(159583)盘中涨幅达5.63%
Mei Ri Jing Ji Xin Wen· 2025-09-10 06:27
Group 1 - Major stock indices showed recovery today, with significant activity in the technology sector, particularly in communications, internet services, computer equipment, and data processing sectors [1] - The Communications Equipment ETF (159583) saw an intraday increase of 5.63%, while the AI ETF from the ChiNext (159246) rose by 5.43% [1] - Notably, the component stock of the Communications Equipment ETF, Dongfang Communication, reached its daily limit up [1] Group 2 - The Ministry of Industry and Information Technology recently granted China Unicom a license for satellite mobile communication services, allowing it to conduct direct satellite mobile services and enhance communication in emergency, maritime, and remote areas [1] - China Mobile is also actively applying for a satellite mobile communication business license from the Ministry [1] Group 3 - The Communications Equipment ETF (159583) tracks the CSI Communications Equipment Theme Index (931271), which has a high proportion of optical module leaders and computing hardware companies, accurately reflecting the development trends in the optical module and computing industries [1] - Investors without on-site accounts can explore investment opportunities through linked funds (Class A 021933; Class C 021934) [1]
A股回暖,科技领涨!创业板人工智能ETF富国(159246)盘中涨幅达4.09%
Mei Ri Jing Ji Xin Wen· 2025-09-05 04:45
Group 1 - Major technology sectors, including artificial intelligence, semiconductors, big data, and digital economy, are experiencing a strong rebound after a brief adjustment [1] - The ChiNext AI ETF (159246) saw an intraday increase of 4.09%, while the communication equipment ETF (159583) rose by 3.76% [1] - Notable stocks within the ChiNext AI ETF include Xinyisheng and Zhongji Xuchuang, both of which increased by over 6% [1] Group 2 - The "2025-2026 Action Plan for Stable Growth in the Electronic Information Manufacturing Industry" aims to promote higher-level intelligent innovation in AI terminals and encourage deep integration of intelligent agents with terminal products [1] - The ChiNext AI ETF (159246) tracks the ChiNext AI Index, which selects 50 companies from the ChiNext market, implementing a 20% daily price fluctuation limit [1] - The selected companies cover the entire AI industry chain, including hardware, software, and application services related to AI [1]
AI概念集体上攻,通信设备ETF(159583)盘中涨幅达5.69%
Mei Ri Jing Ji Xin Wen· 2025-09-01 06:16
Group 1 - The technology sector continues to show strength, with significant performance in chips, AI, big data, and the internet, as evidenced by the communication equipment ETF (159583) rising by 5.69% and the AI ETF (159246) increasing by 5.36% [1] - Alibaba's Q1 FY2026 financial report reveals a record high capital expenditure of 38.6 billion yuan in AI and cloud investments, alongside the development of a new AI chip aimed at filling the market gap left by Nvidia in China, currently in the testing phase [1] - The communication equipment ETF (159583) tracks the CSI Communication Equipment Theme Index (931271), with a high proportion of component stocks in optical modules and computing hardware, reflecting the development trends in these industries [1] Group 2 - The AI ETF (159246) tracks the ChiNext AI Index, which selects 50 companies from the ChiNext board, covering various AI-related fields such as computing and network equipment, data and software services, and application scenarios, with a 20% daily price limit [2] - Investors can also explore investment opportunities through linked funds associated with both the communication equipment ETF and the AI ETF [1][2]
算力AI概念集体上攻,AIETF富国(589380)盘中涨幅达7.15%,盘中价格创新高
Mei Ri Jing Ji Xin Wen· 2025-08-27 10:45
Group 1 - The technology sector continues to perform strongly, with significant activity in computing power and big data sectors, as evidenced by the substantial gains in various ETFs tracking these areas [1] - AIETF Fuqun (589380) saw an intraday increase of 7.15%, while other ETFs like the Sci-Tech Chip ETF Fuqun (588810) and the Innovation 50 ETF (588380) also reported notable gains of 5.76% and 4.38% respectively, all reaching new intraday highs [1] - The Ministry of Industry and Information Technology (MIIT) emphasized the need for a scientific layout of computing power infrastructure and the acceleration of breakthroughs in key technologies such as GPU chips, aiming for higher levels of independent innovation in domestic computing power [1] Group 2 - The Entrepreneurial Board Artificial Intelligence ETF Fuqun (159246) tracks an index that selects 50 companies from the Entrepreneurial Board, covering the entire AI industry chain, including hardware, software, and applications, with a focus on leading companies in communication equipment and optical modules [2] - The AIETF Fuqun (589380) tracks the Sci-Tech AI Index, which selects 30 larger market-cap companies from the Sci-Tech Board involved in providing foundational resources, technology, and application support for AI, with a significant focus on semiconductor and computer sectors [2] - The overall scale of computing power in China has maintained an annual growth rate of around 30%, with predictions indicating that the growth rate of domestic intelligent computing power will exceed 40% by 2025 [1]
OpenAI筹划万亿级AI基建,通信设备ETF(159583)盘中涨幅达5.82%,盘中价格创新高
Mei Ri Jing Ji Xin Wen· 2025-08-18 04:44
Group 1 - The communication sector continues to perform strongly, with communication equipment and electronic components leading the market. The communication equipment ETF (159583) saw an intraday increase of 5.82%, while the AI ETFs also showed significant gains, with the AI ETF (589380) rising by 4.26%. Notably, the prices of these ETFs reached new highs during the trading session [1] - OpenAI's executives announced plans to invest trillions of dollars in AI infrastructure to meet the growing computational demands of AI services. The 2025 China Computing Power Conference is scheduled for August 22-24 in Datong, Shanxi, with Huawei confirmed to participate. This conference is expected to be a key catalyst for policy refinement, technology implementation, and order signing [1] - Continuous development in AI is anticipated to drive demand for high-end optical modules, indicating strong long-term growth potential in the optical module industry [1] Group 2 - The communication equipment ETF (159583) closely tracks the CSI Communication Equipment Theme Index (931271), which selects 50 listed companies involved in communication equipment manufacturing, technology services, and satellite internet construction. The index's components have a high proportion of optical module leaders and computing hardware companies, accurately reflecting the development trends in the optical module and computing industries [1] - The ChiNext AI ETF (159246) tracks the ChiNext AI Index (970070.CNI), which selects 50 companies from the ChiNext market that cover the entire AI industry chain, including hardware, software, and applications, with a focus on communication equipment and optical module leaders [2] - The AI ETF (589380) tracks the Sci-Tech Innovation AI Index, selecting 30 larger market cap companies from the Sci-Tech Innovation Board that provide foundational resources, technology, and application support for AI, covering various innovative applications in high-growth areas like cloud computing and robotics [2]
CPO“三巨头”继续强势表现,创业板人工智能 ETF 富国(159246)盘中涨幅达3.40%
Mei Ri Jing Ji Xin Wen· 2025-07-17 05:48
Group 1 - The communication equipment sector continues to show strong performance, with sub-sectors like electronic components, consumer electronics, and instruments being particularly active, leading in gains [1] - As of July 15, the ChiNext AI ETF (159246) and the communication equipment ETF (159583) have high "Yizhongtian" content, with the top three holdings in the AI ETF being major CPO players, accounting for a combined weight of 28.2% [1] - The ChiNext AI ETF tracks the ChiNext AI Index, which selects 50 companies from the ChiNext market involved in AI-related fields, covering the entire AI industry chain [2] Group 2 - Huang Renxun stated that China's open-source AI is a catalyst for global progress, allowing various countries and industries to participate in the AI revolution, with the next wave focusing on robotic systems [2] - The communication equipment ETF closely tracks the CSI Communication Equipment Theme Index, which selects 50 listed companies involved in communication equipment manufacturing and services [2]
英伟达H20解禁利好科技股表现,创业板人工智能ETF富国(159246)盘中涨幅达3.42%
Mei Ri Jing Ji Xin Wen· 2025-07-16 03:47
Group 1 - Nvidia's H20 chip has been released, leading to strong performance in technology sectors, with significant gains in communication equipment, services, electronic components, and the internet [1] - The ChiNext AI ETF (159246) saw an increase of 3.42%, while the communication equipment ETF (159583) rose by 3.15%, indicating positive market sentiment [1] - Key components of the ChiNext AI ETF include Zhongji Xuchuang, New Yisheng, and Tianfu Communication CPO, which together account for 28.2% of the ETF [1] Group 2 - Recent catalysts in the technology sector include the U.S. Department of Commerce's withdrawal of the "AI diffusion rules" and Nvidia's resumption of H20 chip supply to China [2] - The H20 chip, while not as powerful as the H100, can achieve near H100 performance in cluster mode, addressing the needs for domestic AI model training and inference [2] - The ChiNext AI ETF tracks the ChiNext AI Index, which selects 50 companies from the ChiNext market, covering the entire AI industry chain, including hardware, software, and applications [2]