Company Overview - Youke Technology Co., Ltd. is located at 619 Longchang Road, Yangpu District, Shanghai, established on March 16, 2012, and listed on January 20, 2020. The company specializes in neutral third-party cloud computing services, providing a secure and reliable cloud computing service platform for clients [1]. Business Composition - The revenue composition of Youke Technology is as follows: Public Cloud 50.63%, Hybrid Cloud 35.41%, Cloud Communication 8.26%, Private Cloud 2.75%, Solutions and Others 1.90%, and Edge Cloud 1.05% [1]. Stock Performance - On February 24, Youke's stock fell by 5.07%, trading at 40.23 CNY per share, with a transaction volume of 855 million CNY and a turnover rate of 5.08%. The total market capitalization is 18.357 billion CNY [1]. Major Shareholders - Among the top ten circulating shareholders of Youke, the Bosera Fund's AI ETF (023520) increased its holdings by 601,400 shares in the third quarter, totaling 4.262 million shares, which represents 1.05% of the circulating shares. The estimated floating loss today is approximately 9.1632 million CNY [2]. Fund Performance - The Bosera AI ETF (023520) was established on March 11, 2025, with a current size of 1.21 billion CNY. Year-to-date, it has achieved a return of 17.35%, ranking 124 out of 5580 in its category, and since inception, it has returned 39.01% [2]. Fund Management - The fund manager of Bosera AI ETF (023520) is Li Qingyang, who has been in the position for 2 years and 24 days. The total asset size of the fund is 9.348 billion CNY, with the best return during his tenure being 177.75% and the worst being -6.7% [3].

Core Viewpoint - Yuntian Lifei's stock price increased by 6.06% to 97.45 CNY per share, with a trading volume of 925 million CNY and a turnover rate of 3.74%, resulting in a total market capitalization of 35.043 billion CNY [1] Company Overview - Shenzhen Yuntian Lifei Technology Co., Ltd. was established on August 27, 2014, and went public on April 4, 2023. The company is located in Shenzhen, Guangdong Province, and specializes in artificial intelligence algorithms and chip technology, focusing on the research and sales of AI products and solutions for various application scenarios [1] - The revenue composition of the company's main business includes: consumer-level scenario business 44.22%, industry-level scenario business 27.66%, enterprise-level scenario business 27.10%, and others 1.02% [1] Shareholder Information - According to data, Bosera Fund's "Bosera SSE STAR Market AI ETF" (023520) is among the top ten circulating shareholders of Yuntian Lifei, having increased its holdings by 422,700 shares to a total of 2.8997 million shares, representing 1.1% of the circulating shares. The estimated floating profit today is approximately 16.1514 million CNY [2] - The "Bosera SSE STAR Market AI ETF" was established on March 11, 2025, with a latest scale of 1.21 billion CNY. Year-to-date return is 17.35%, ranking 192 out of 5569 in its category, and since inception, the return is 39.01% [2] Fund Performance - The fund manager of "Bosera SSE STAR Market AI ETF" (023520) is Li Qingyang, who has been in the position for 2 years and 13 days. The total asset scale of the fund is 9.348 billion CNY, with the best fund return during his tenure being 172.88% and the worst being -4.97% [3] - The "Bosera STAR Market AI ETF" (588790) has also reduced its holdings in Yuntian Lifei by 287,600 shares, holding a total of 2.6121 million shares, which accounts for 3.52% of the fund's net value. The estimated floating profit today is approximately 14.5493 million CNY [4] - The "Bosera STAR Market AI ETF" (588790) was established on December 31, 2024, with a latest scale of 5.639 billion CNY. Year-to-date return is 18.21%, ranking 135 out of 5569 in its category, and the one-year return is 48.96%, ranking 924 out of 4295 [4]

Group 1 - The core viewpoint of the news is that CloudWalk Technology has seen a stock price increase of 5.09%, reaching 15.49 CNY per share, with a trading volume of 292 million CNY and a turnover rate of 2.29%, resulting in a total market capitalization of 16.087 billion CNY [1] - CloudWalk Technology, established on March 27, 2015, and listed on May 27, 2022, is based in Shanghai and focuses on providing efficient human-machine collaboration operating systems and industry solutions, aiming to promote the industrialization of artificial intelligence and the intelligent transformation of various industries [1] - The revenue composition of CloudWalk Technology is as follows: 75.55% from artificial intelligence solutions, 24.19% from human-machine collaboration operating systems, and 0.25% from other sources [1] Group 2 - Among the top ten circulating shareholders of CloudWalk Technology, one fund from Bosera Fund ranks, specifically the Bosera SSE STAR Market Artificial Intelligence ETF, which entered the top ten in the third quarter with 9.6927 million shares, accounting for 1.16% of circulating shares, resulting in an estimated floating profit of approximately 7.2695 million CNY [2] - The Bosera SSE STAR Market Artificial Intelligence ETF was established on March 11, 2025, with a current size of 1.21 billion CNY and a year-to-date return of 7.11%, ranking 1157 out of 5580 in its category; since inception, it has achieved a return of 26.88% [2] - The fund manager of the Bosera SSE STAR Market Artificial Intelligence ETF is Li Qingyang, who has been in the position for 2 years and 9 days, managing total assets of 9.348 billion CNY, with the best fund return during his tenure being 187.05% and the worst being 0.63% [2]

Group 1 - The core viewpoint of the news is that UCloud's stock has increased by 5.02%, reaching a price of 37.67 CNY per share, with a trading volume of 999.7 million CNY and a turnover rate of 6.73%, resulting in a total market capitalization of 17.189 billion CNY [1] - UCloud Technology Co., Ltd. is based in Shanghai and was established on March 16, 2012, with its IPO on January 20, 2020. The company specializes in neutral third-party cloud computing services, providing a secure and reliable cloud computing service platform for clients [1] - The revenue composition of UCloud includes public cloud at 50.63%, hybrid cloud at 35.41%, cloud communication at 8.26%, private cloud at 2.75%, solutions and others at 1.90%, and edge cloud at 1.05% [1] Group 2 - Among UCloud's top ten circulating shareholders, a fund under Bosera Fund ranks as a significant stakeholder. The Bosera SSE STAR Market Artificial Intelligence ETF (023520) increased its holdings by 601,400 shares in the third quarter, totaling 4.262 million shares, which represents 1.05% of the circulating shares [2] - The Bosera SSE STAR Market Artificial Intelligence ETF (023520) was established on March 11, 2025, with a current scale of 1.21 billion CNY and has achieved a year-to-date return of 11.78%, ranking 205 out of 5,562 in its category, with a cumulative return of 32.42% since inception [2]

Core Viewpoint - Yuntian Lifei's stock price increased by 5.2% to 92.58 yuan per share, with a trading volume of 975 million yuan and a turnover rate of 4.18%, resulting in a total market capitalization of 33.292 billion yuan [1] Company Overview - Shenzhen Yuntian Lifei Technology Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on August 27, 2014. The company went public on April 4, 2023 [1] - The main business involves artificial intelligence algorithms and chip technology, focusing on the research and sales of AI products and solutions for various application scenarios [1] - Revenue composition: consumer-level business 44.22%, industry-level business 27.66%, enterprise-level business 27.10%, and others 1.02% [1] Shareholder Information - The top circulating shareholder includes a fund from Bosera Fund, which increased its holdings in Yuntian Lifei by 422,700 shares, totaling 2.8997 million shares, representing 1.1% of circulating shares. The estimated floating profit today is approximately 13.2807 million yuan [2] - The Bosera Science and Technology Innovation Board AI ETF (023520) has a current scale of 1.21 billion yuan and has achieved a return of 15.36% this year, ranking 293 out of 5557 in its category [2] Fund Performance - The Bosera Science and Technology Innovation Board AI ETF (588790) reduced its holdings by 287,600 shares, now holding 2.6121 million shares, which accounts for 3.52% of the fund's net value. The estimated floating profit today is around 11.9633 million yuan [4] - The fund has a current scale of 5.639 billion yuan, with a year-to-date return of 16.04%, ranking 243 out of 5557, and a one-year return of 66.81%, ranking 545 out of 4285 [4]

Group 1 - UCloud's stock increased by 5.01% to 32.93 CNY per share, with a trading volume of 1.33 billion CNY and a turnover rate of 10.59%, resulting in a total market capitalization of 15.03 billion CNY [1] - UCloud, established on March 16, 2012, and listed on January 20, 2020, operates as a neutral third-party cloud computing service provider, offering a secure and reliable cloud computing platform [1] - The revenue composition of UCloud includes public cloud at 50.63%, hybrid cloud at 35.41%, cloud communication at 8.26%, private cloud at 2.75%, solutions and others at 1.90%, and edge cloud at 1.05% [1] Group 2 - According to data, Bosera Fund's AI ETF (023520) is among UCloud's top ten circulating shareholders, having increased its holdings by 601,400 shares to a total of 4.262 million shares, representing 1.05% of circulating shares [2] - The Bosera AI ETF has a current scale of 1.21 billion CNY and has achieved a year-to-date return of 16.69%, ranking 233 out of 5546 in its category, with a cumulative return of 38.23% since inception [2] Group 3 - The fund manager of Bosera AI ETF is Li Qingyang, who has been in the position for 1 year and 357 days, managing total assets of 9.348 billion CNY, with the best fund return during his tenure being 189.22% and the worst being 0.88% [3]

Group 1 - CloudWalk Technology experienced a decline of 5.01% on January 13, with a stock price of 16.88 yuan per share, a trading volume of 1.188 billion yuan, a turnover rate of 8.27%, and a total market capitalization of 17.531 billion yuan [1] - The company, established on March 27, 2015, and listed on May 27, 2022, is based in Shanghai and specializes in providing efficient human-machine collaboration operating systems and industry solutions, contributing to the industrialization of artificial intelligence and the intelligent transformation of various sectors [1] - The revenue composition of CloudWalk Technology includes 75.55% from artificial intelligence solutions, 24.19% from human-machine collaboration operating systems, and 0.25% from other sources [1] Group 2 - According to data from the top ten circulating shareholders of CloudWalk Technology, a fund under Bosera Fund ranks among them, specifically the Bosera SSE STAR Market Artificial Intelligence ETF, which entered the top ten shareholders in the third quarter with 9.6927 million shares, accounting for 1.16% of circulating shares [2] - The Bosera SSE STAR Market Artificial Intelligence ETF was established on March 11, 2025, with a latest scale of 1.25 billion yuan and has achieved a year-to-date return of 18.03%, ranking 139 out of 5517 in its category, and a cumulative return of 39.82% since inception [2] Group 3 - The fund manager of the Bosera SSE STAR Market Artificial Intelligence ETF is Li Qingyang, who has been in the position for 1 year and 347 days, managing total assets of 11.588 billion yuan, with the best fund return during his tenure being 170.45% and the worst being -1.28% [3]

Group 1 - The core viewpoint of the news is that UCloud's stock has seen a significant increase of 5.11%, reaching a price of 25.73 CNY per share, with a trading volume of 462 million CNY and a turnover rate of 4.49%, resulting in a total market capitalization of 11.741 billion CNY [1] - UCloud Technology Co., Ltd. is based in Shanghai and was established on March 16, 2012, with its IPO on January 20, 2020. The company specializes in neutral third-party cloud computing services, providing a secure and reliable cloud computing service platform for clients [1] - The revenue composition of UCloud's main business includes public cloud at 50.63%, hybrid cloud at 35.41%, cloud communication at 8.26%, private cloud at 2.75%, solutions and others at 1.90%, and edge cloud at 1.05% [1] Group 2 - From the perspective of UCloud's top ten circulating shareholders, it is noted that a fund under Bosera Fund ranks among them. The Bosera SSE STAR Market Artificial Intelligence ETF (023520) increased its holdings by 601,400 shares in the third quarter, bringing its total to 4.262 million shares, which accounts for 1.05% of the circulating shares [2] - The Bosera SSE STAR Market Artificial Intelligence ETF (023520) was established on March 11, 2025, with a current scale of 1.25 billion CNY and has achieved a return of 24.17% since its inception [2] Group 3 - The fund manager of the Bosera SSE STAR Market Artificial Intelligence ETF (023520) is Li Qingyang, who has been in the position for 1 year and 273 days. The total asset scale of the fund is 11.588 billion CNY, with the best fund return during his tenure being 162.35% and the worst being 25.87% [3]

Group 1 - The core viewpoint of the news is that Aerospace Hongtu has seen a stock price increase of 5.34%, reaching 35.71 CNY per share, with a trading volume of 548 million CNY and a turnover rate of 6.25%, resulting in a total market capitalization of 9.33 billion CNY [1] - Aerospace Hongtu, established on January 24, 2008, and listed on July 22, 2019, is based in Beijing and primarily provides basic software products, system design and development, and data analysis application services to government, enterprises, and other relevant departments [1] - The revenue composition of Aerospace Hongtu includes 62.01% from system design and development, 37.77% from data analysis application services, and 0.22% from proprietary software sales [1] Group 2 - Among the top ten circulating shareholders of Aerospace Hongtu, Bosera Fund's AI ETF (023520) entered the list in the second quarter, holding 2.0539 million shares, which accounts for 0.79% of the circulating shares, with an estimated floating profit of approximately 3.7175 million CNY [2] - The Bosera AI ETF (023520) was established on March 11, 2025, with a latest scale of 523.36 million CNY and has achieved a return of 27.34% since its inception [2] Group 3 - The fund manager of Bosera AI ETF (023520) is Li Qingyang, who has been in the position for 1 year and 241 days, managing total assets of 5.997 billion CNY, with the best fund return during his tenure being 154.91% and the worst being 27.14% [3]

Company Overview - Tianzhun Technology Co., Ltd. is located in Suzhou, Jiangsu Province, and was established on August 20, 2009. The company went public on July 22, 2019. Its main business involves the research, development, production, and sales of industrial vision equipment [1] - The revenue composition of Tianzhun Technology includes: 40.34% from vision process equipment, 37.87% from vision measurement equipment, 10.93% from intelligent driving solutions, and 10.85% from vision inspection equipment [1] Stock Performance - On September 4, Tianzhun Technology's stock fell by 5.11%, closing at 53.89 CNY per share, with a trading volume of 251 million CNY and a turnover rate of 2.32%. The total market capitalization is 10.462 billion CNY [1] Shareholder Information - Among the top ten circulating shareholders of Tianzhun Technology, one fund from Bosera Fund ranks as a significant holder. The Bosera SSE STAR Market Artificial Intelligence ETF (023520) entered the top ten shareholders in the second quarter, holding 968,200 shares, which accounts for 0.5% of the circulating shares. The estimated floating loss today is approximately 2.8078 million CNY [2] - The Bosera SSE STAR Market Artificial Intelligence ETF (023520) was established on March 11, 2025, with a latest scale of 523.336 million CNY and a cumulative return of 22.24% since inception [2] Fund Management - The fund manager of Bosera SSE STAR Market Artificial Intelligence ETF (023520) is Li Qingyang, who has been in the position for 1 year and 216 days. The total asset scale of the fund is 5.997 billion CNY, with the best fund return during his tenure being 121.2% and the worst being 22.06% [3]