华富人工智能ETF联接C

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AI算力短期蓄力回调提供低位布局窗口,人工智能ETF(515980)交投活跃,半日成交超5700万元
Sou Hu Cai Jing· 2025-07-07 04:22
Group 1 - The core index of the artificial intelligence industry, the CSI Artificial Intelligence Industry Index (931071), experienced a decline of 1.24% as of July 7, 2025, with mixed performance among constituent stocks [1] - The top-performing stocks included Guangdian Yuntong (002152) with a rise of 1.66%, and Huohuan Xinwang (300383) with an increase of 0.84%, while Zhongji Xuchuang (300308) led the decline [1] - The Artificial Intelligence ETF (515980) was priced at 1.01 yuan, showing a cumulative increase of 4.71% over the past two weeks as of July 4, 2025 [1] Group 2 - The liquidity of the Artificial Intelligence ETF showed a turnover rate of 1.67% with a half-day trading volume of 57.61 million yuan, and an average daily trading volume of 139 million yuan over the past month [3] - The latest scale of the Artificial Intelligence ETF reached 3.482 billion yuan, with a financing buy-in amount of 5.7326 million yuan and a financing balance of 114 million yuan [3] - The net value of the Artificial Intelligence ETF increased by 37.46% over the past year, with the highest monthly return since inception being 30.38% [3] Group 3 - The CSI Artificial Intelligence Industry Index is constructed from 50 representative listed companies based on their AI business proportion, growth level, and market capitalization [4] - As of June 30, 2025, the top ten weighted stocks in the index accounted for 52.07% of the total index weight, with Zhongji Xuchuang (300308) and Xinyi Sheng (300502) among the top [4][6] Group 4 - Recent reports indicate a rapid recovery in AI computing power, with Nvidia's GB200 production peaking and the upcoming launch of the next-generation AI server chip GB300 expected to drive both volume and price increases in supporting computing facilities [6] - Citic Securities suggests that the demand for computing power driven by AI will remain strong, despite potential market fluctuations due to short-term rapid increases in the computing power sector and U.S. tariff issues [7]