华夏中证人工智能主题ETF联接C(008586)
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英伟达合作建设AI药物实验室,人工智能AIETF(515070)持仓股中科星图大涨超11%
Mei Ri Jing Ji Xin Wen· 2026-01-13 11:55
华夏中证人工智能主题ETF联接C(008586)。 1月13日盘中,A股三大指数集体翻绿,科技赛道表现相对强势,AI应用、软件开发、AI智能体、 Sora概念板块纷纷上涨,沪市规模最大的人工智能AIETF(515070)持仓股用友网络涨停,中科星图大 涨超11%,合合信息、科大讯飞、深信服等股涨幅居前,人工智能AIETF(515070)跌1.3%。 消息方面,英伟达与美国制药巨头礼来当地时间周一宣布,双方将在未来五年内投入10亿美元,在 旧金山湾区建设一座联合研究实验室,旨在加速人工智能在制药行业中的应用。英伟达认为,医疗健康 和制药行业是其技术大有可为的领域。目前,已有企业开始利用AI计算系统提出潜在的新药或化合物 方案,但通常仍需通过实验室实验进行验证。英伟达认为,AI可以在很大程度上实现这一过程的自动 化。 人工智能AIETF(515070); 华夏中证人工智能主题ETF联接A(008585); 光大证券指出,AI在医疗行业的应用正迎来商业化加速的关键阶段。该机构分析认为,类似"蚂蚁 阿福"这类现象级应用的出现,其核心价值在于商业模式的创新——通过"AI陪伴"模式,将传统的低频 就医场景转化为高频的健康 ...
AI应用板块彰显韧性,人工智能AIETF(515070)持仓股合合信息涨幅超8%
Mei Ri Jing Ji Xin Wen· 2026-01-13 06:44
A股三大指数盘中探底回升,上证指数翻红,深证成指、创业板指跌幅收窄至1%以下,软件开 发、AI智能体板块翻红,沪市规模最大的人工智能AIETF(515070)持仓股用友网络涨停,合合信息震 荡拉升大涨超8%,中科星图、科大讯飞、深信服等股涨幅居前,人工智能AIETF(515070)跌幅收窄 至1.57%。 人工智能AIETF(515070)跟踪CS人工智能主题指数(930713),成分股选取为人工智能提供技 术、基础资源以及应用端个股,聚集人工智能产业链上中游,俗称"机器人"大脑"缔造者",万物互 联"地基"。前十大权重股包括中际旭创、新易盛、寒武纪-U、中科曙光、科大讯飞、豪威集团、海康威 视、澜起科技、金山办公、紫光股份等国内科技龙头。 相关产品: 人工智能AIETF(515070) 华夏中证人工智能主题ETF联接A(008585) 华夏中证人工智能主题ETF联接C(008586) 每日经济新闻 (责任编辑:董萍萍 ) 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责 ...
上证指数重回4000点,人工智能AIETF(515070)持仓股三七互娱涨停
Mei Ri Jing Ji Xin Wen· 2026-01-05 02:53
今日A股开门红,上证指数重回4000点,中证人工智能主题指数(930713)强势上涨2.32%,成分 股三七互娱上涨10.00%,协创数据上涨7.60%,澜起科技上涨7.17%,北京君正、恒玄科技等个股跟 涨。人工智能AIETF(515070)上涨2.06%,最新价报1.99元。拉长时间看,截至2025年12月31日,人 工智能AIETF近2周累计上涨3.79%。 信达证券认为,配置上,春季行情围绕政策和主题快速轮动,适度增配价值类板块,前期滞涨板块 可能有结构性补涨。布局春季行情建议增加弹性资产配置,科技板块在春季行情中通常有明显的超额收 益,行情可能围绕产业催化出现扩散。 华夏中证人工智能主题ETF联接A(008585) 华夏中证人工智能主题ETF联接C(008586) 每日经济新闻 (责任编辑:张晓波 ) 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.hexun.com 人工智能AIETF(515070)跟踪CS人工 ...
谷歌2025年资本开支将加码至910亿美元,人工智能AIETF(515070)盘中成交额突破2亿元
Mei Ri Jing Ji Xin Wen· 2025-12-11 07:18
今日A股午后调整,科技赛道下跌明显,沪市规模最大的人工智能AIETF(515070)持仓股中景嘉微大 涨超3%,中科星图、复旦微电表现较好。人工智能AIETF(515070)盘中下跌近2%,成交额突破2.6亿 元。 消息方面,谷歌宣布2025年资本开支将加码至910亿美元,并明确每6个月AI算力翻倍目标,海外云巨 头持续加码800G/1.6T光模块需求,国内供应链订单能见度已排至2026年。 产品端,12月7日,豆包手 机助手与理想汽车达成OS级合作,AI眼镜Livis正式开售,带动"AI+消费电子"概念股持续走强,福蓉科 技、歌尔股份等标的因AR/VR材料需求连续大涨。 华泰证券指出,AI算力需求正从地面向太空延伸,光通信与商业航天形成"空天地一体"算力网络,政策 与技术共振下,CPO、光芯片及太空算力基础设施具备三年高景气周期,建议关注800G/1.6T光模块、 液冷温控与卫星互联网细分龙头。 人工智能AIETF(515070)跟踪CS人工智能主题指数(930713),成分股选取为人工智能提供技术、 基础资源以及应用端个股,聚集人工智能产业链上中游,俗称"机器人"大脑"缔造者",万物互联"地 基"。前十大 ...
北京发力AI+视听,助力AI电子全面发展,人工智能AIETF(515070)持仓股恒玄科技上涨超4%
Mei Ri Jing Ji Xin Wen· 2025-11-28 05:20
Group 1 - The technology sector is experiencing a resurgence, with significant gains in semiconductor, non-ferrous metals, new energy, and artificial intelligence stocks [1] - The AI ETF (515070) has seen its holdings, such as Hengxuan Technology and Zhongke Xintu, rise by over 4% and 3% respectively, indicating strong market interest [1] - Beijing has released an "Artificial Intelligence + Audio-Visual" action plan, aiming to develop a fusion technology innovation system focusing on AI-enabled smart terminal products [1] Group 2 - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), selecting stocks that provide technology, basic resources, and applications in the AI industry [2] - The top ten weighted stocks in the AI ETF include leading domestic technology companies such as Zhongji Xuchuang, Xinyi Sheng, and Hanwha [2] Group 3 - CignalAI projects that the global optical switching market could exceed $1.6 billion by 2029, with domestic optical module manufacturers likely to benefit [1] - CITIC Securities highlights that North American cloud providers are experiencing rapid growth in computing power demand, prompting domestic cloud companies to accelerate AI investments [1]
华为公布十大发明覆盖AI多领域,人工智能AIETF(515070)持仓股瑞芯微大涨超3%
Mei Ri Jing Ji Xin Wen· 2025-11-18 04:15
Core Viewpoint - The A-share market shows a narrowing decline in major indices, with the Shenzhen Component Index and ChiNext Index turning positive, driven by the strong performance of AIGC concepts and AI-related stocks [1] Group 1: Market Performance - The AI ETF (515070) has expanded its gains to 1.40%, with key holdings such as Jingchen Technology rising over 7% and Ruixin Micro increasing by 3.55% [1] - The overall market is experiencing a positive shift, particularly in the AIGC sector, indicating growing investor interest and confidence in AI technologies [1] Group 2: Technological Innovations - Huawei announced the results of its sixth "Top Ten Inventions" at the Innovation and Intellectual Property Forum, highlighting breakthroughs in AI computing power, communication architecture, and intelligent terminals [1] - The Scale-up super node computing platform was recognized for its ability to integrate heterogeneous resources into a shared system, significantly enhancing the efficiency of large model training [1] Group 3: Industry Insights - Dongwu Securities emphasizes the importance of integrating AI with key industries such as manufacturing, healthcare, transportation, and finance, which are well-positioned to leverage AI for smart transformation [1] - The integration of AI technology is expected to significantly improve total factor productivity and create greater economic and social value [1] Group 4: AI ETF Composition - The AI ETF (515070) tracks the CS AI Theme Index (930713), focusing on companies that provide technology, foundational resources, and applications in the AI sector [2] - The top ten weighted stocks in the ETF include leading domestic technology firms such as Zhongji Xuchuang, Xinyi Technology, and Han's Laser, representing the core of the AI industry chain [2]
越跌越买,人工智能AIETF(515070)连续4日累计净流入超6亿元
Mei Ri Jing Ji Xin Wen· 2025-11-05 08:31
Group 1 - The core viewpoint of the articles highlights the ongoing decline in technology sectors, particularly in artificial intelligence, chips, communications, and software, while noting a significant net inflow of over 600 million yuan into the AI ETF (515070) over four consecutive days [1] - The Ministry of Industry and Information Technology emphasizes the need to implement "Artificial Intelligence + Manufacturing," aiming to accelerate the intelligent transformation of key industries and promote the integration of AI technology into core manufacturing processes [1] - Zhongyin International observes that the commercial model for AI applications is rapidly transitioning from concept validation to revenue generation, with a notable increase in the consumption of tokens indicating a surge in AI application demand [1] Group 2 - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), selecting stocks that provide technology, basic resources, and applications in the AI sector, focusing on the midstream and upstream of the AI industry chain [2] - The top ten weighted stocks in the AI ETF include leading domestic technology companies such as Zhongji Xuchuang, Xinyisheng, Hanwha Microelectronics, and others, which are referred to as the "creators of the robot brain" and the "foundation of the Internet of Everything" [2]
机构:本轮行情仍未结束,科技板块表现强势
Mei Ri Jing Ji Xin Wen· 2025-10-23 02:17
Group 1 - The technology sector is experiencing a downturn, with declines in 5G, chips, electronics, and artificial intelligence, while the AI ETF (515070) saw a drop of over 2% during trading, with transaction volume exceeding 500 million yuan [1] - Guosen Securities indicates that the current stock market rally began on September 24, 2024, driven by a combination of monetary, real estate, and capital market policies aimed at combating deflation and boosting domestic demand [1] - The current A-share fundamentals are showing signs of improvement, particularly in the technology sector, while some cyclical and traditional consumer industries are underperforming [1] Group 2 - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), selecting stocks that provide technology, basic resources, and applications for artificial intelligence, focusing on the midstream and upstream of the AI industry chain [1] - The top ten weighted stocks in the AI ETF include leading domestic technology companies such as Zhongji Xuchuang, Xinyi Sheng, Hanwha Technology, and Hikvision [1]
甲骨文市值单日暴增2440亿美元,人工智能AIETF(515070)持仓股寒武纪大涨超8%
Mei Ri Jing Ji Xin Wen· 2025-09-11 07:16
Group 1 - The core viewpoint of the news highlights a significant surge in technology stock prices in the US, particularly driven by the AI sector, leading to increased investment in artificial intelligence [1] - Oracle's stock price soared by 36%, marking its largest single-day percentage increase since 1992, with a market capitalization increase of $244 billion [1] - OpenAI has signed a historic agreement with Oracle to purchase $300 billion worth of computing power over five years, representing one of the largest cloud service contracts ever [1] Group 2 - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), focusing on companies that provide technology, foundational resources, and applications in the AI sector [2] - The top ten weighted stocks in the AI ETF include leading domestic technology firms such as Zhongji Xuchuang, Xinyisheng, and Cambricon [2] Group 3 - Related products include the AI ETF (515070), Huaxia CSI Artificial Intelligence Theme ETF Link A (008585), and Huaxia CSI Artificial Intelligence Theme ETF Link C (008586) [3]
AI龙头纳入富时核心指数,人工智能AIETF(515070)持仓股昆仑万维涨幅超2%
Mei Ri Jing Ji Xin Wen· 2025-09-04 05:46
Group 1 - The A-share market experienced a collective decline, with the Shanghai Composite Index dropping by 1.33%. However, sectors such as batteries, commercial retail, photovoltaic equipment, and beauty care saw notable gains [1] - The AI ETF (515070) saw its holding stock Kunlun Wanwei increase by over 2%, along with other holdings like Allwinner Technology, 37 Interactive Entertainment, and Yonyou Network also rising [1] - FTSE Russell announced changes to the FTSE China indices, with the FTSE China A50 Index incorporating stocks such as BeiGene-U, NewEase, WuXi AppTec, and Zhongji Xuchuang, which are significant for the AI ETF [1] Group 2 - According to a report from Zhongyin Securities, the core of the "Artificial Intelligence +" initiative is to promote the systematic implementation of AI across traditional industries such as manufacturing, healthcare, education, and urban governance [1] - As policies are gradually implemented, AI is expected to unlock value in more specific scenarios, leading to a new growth phase for related companies in the industry chain [1] - The initiative aims to integrate "Artificial Intelligence +" into real-life applications, enhancing its presence in society and daily life [1]