科创创业人工智能ETF景顺
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AI应用方向继续走强,科创创业人工智能ETF景顺(159142)涨超2%,机构:AI应用或成今年产业核心主线
Sou Hu Cai Jing· 2026-01-14 02:16
科创创业人工智能ETF景顺(159142)紧密跟踪科创创业AI指数(932456),20%涨跌停限制。成分股横跨科创板、创业板,其最新前十大权重股分别为中 际旭创、新易盛、寒武纪-U、澜起科技、金山办公、芯原股份、昆仑万维、协创数据、石头科技、润泽科技。 中信建投证券指出,当前AI产业动态密集,海外xAI、Anthropic陆续融资,国内"人工智能+制造政策"推出,智谱和MiniMax上市大涨,后续DeepSeek-V4推 出有望引发新一轮AI应用热潮。随着模型能力不断提升,尤其是推理与长窗口成本的显著下降,AI下游应用场景正加速进入商业化验证阶段,重点关注搜 索&营销、Coding、多模态、Agent、AI for Science领域,相关公司商业化进程有望进一步加速。 1月14日,指数走强,创业板指拉升涨逾1%。 AI应用、阿里MCP等方向涨幅居前, 国泰海通证券指出,应用与算力轮动,算力之后有应用,本轮AI产业革命引发全球共振行情。展望2026年,有望看到AI应用从可用到好用,与多元化商业 模式落地,AI应用有望成为2026年AI产业行情核心主线。 科创创业人工智能ETF景顺(159142)盘中走强,截 ...
75亿买理财到底有没有问题?
表舅是养基大户· 2025-12-14 13:33
Group 1 - The article discusses three major events to watch for the upcoming week, including a potential interest rate hike by the Bank of Japan, the release of the U.S. non-farm payroll report, and the listing of a new domestic GPU company, Muxi Co. [2] - The focus on Mowang's recent announcement regarding the investment of 7.5 billion in cash management products has sparked significant public discourse, with mixed reactions from investors and analysts [10][11]. - Mowang's decision to use raised funds for cash management is seen as a responsible financial strategy, as it involves low-risk, principal-protected products, which can enhance cash management efficiency [12][14]. Group 2 - The article highlights a significant drop in the U.S. AI sector, particularly the Philadelphia Semiconductor Index, which fell over 5%, marking its largest single-day decline since October 10 [17]. - Oracle's disappointing earnings report and Broadcom's underwhelming quarterly results have contributed to the negative sentiment in the AI sector, raising concerns about their financial health and future growth [18][19]. - The article suggests that investors should maintain a balanced portfolio and be cautious of potential corrections in growth sectors, while also considering new investment opportunities in domestic AI-related concepts [21][24]. Group 3 - The article discusses Kweichow Moutai's new policy to control the supply of non-standard products, which aims to alleviate pressure on distributors and stabilize prices [26][27]. - The new policy may lead to a decline in sales and profits for non-standard Moutai products, while potentially benefiting other liquor companies by stabilizing the price of Moutai [29]. - The article emphasizes that despite the new policy, the underlying supply-demand dynamics in the market remain unchanged [29]. Group 4 - The article notes that despite favorable news for the dividend sector, the Reducing Volatility 100 Index has experienced five consecutive days of decline, indicating a disconnect between theoretical benefits and market performance [32]. - Historical data shows that after a year of decline, the Reducing Volatility 100 Index has generally seen significant gains over the following three years, suggesting potential recovery opportunities for investors [35].
“一键打包”AI龙头股 科创创业人工智能ETF景顺正在发行中
Zheng Quan Ri Bao Wang· 2025-12-03 01:40
Group 1 - The AI sector has rebounded significantly, with the Zhongzheng Kexin Chuangye Artificial Intelligence Index achieving over 80% growth this year, attracting institutional investments [1] - The first batch of ETFs tracking the Zhongzheng Kexin Chuangye Artificial Intelligence Index has been launched, providing investors with tools to capture opportunities in the AI industry chain [1] - The index uniquely selects 50 listed companies involved in AI foundational resources, technology, and applications, covering major players like Cambricon and Lattice Semiconductor, as well as leading optical module companies [1] Group 2 - The Zhongzheng Kexin Chuangye AI Index is dominated by the communication equipment and semiconductor sectors, which together account for 69.1% of the index [2] - The inclusion of software development and IT services further optimizes the industry structure, allowing the index to capture both domestic AI opportunities and overseas computing and application prospects [2] - The comprehensive coverage of the AI industry chain provides the index with strong growth momentum and high return elasticity [2] - The manager of the ETF, Invesco Great Wall Fund, has launched several distinctive ETF products, enhancing its product matrix to help investors seize technology development opportunities [2]
一键打包中国AI龙头股,科创创业人工智能ETF景顺值得关注
Xin Lang Ji Jin· 2025-12-02 03:34
近日,谷歌发布了新一代Gemini大模型,其各方面性能表现优异,引发市场对TPU产业链的关注,也验 证了AI算力投入的有效性,AI板块顺势反弹,其中,科创创业AI指数凭借85.07%的年内涨幅成为市场 关注的焦点。而对于这只备受关注的指数,各大机构也在加紧布局,近日,景顺长城中证科创创业人工 智能ETF(以下简称科创创业人工智能ETF景顺;代码159142)在内的首批跟踪科创创业AI指数的ETF 近日,谷歌发布了新一代Gemini大模型,其各方面性能表现优异,引发市场对TPU产业链的关注,也验 证了AI算力投入的有效性,AI板块顺势反弹,其中,科创创业AI指数凭借85.07%的年内涨幅成为市场 关注的焦点。而对于这只备受关注的指数,各大机构也在加紧布局,近日,景顺长城中证科创创业人工 智能ETF(以下简称科创创业人工智能ETF景顺;代码159142)在内的首批跟踪科创创业AI指数的ETF 正式发行,有望成为投资者全面捕捉人工智能产业链发展机遇的重要工具。(数据来源:Wind,截至 2025/11/27) 横跨科创板和创业板、并聚焦AI全产业链龙头是该指数的独特优势。由于定位不同,科创板和创业板 各有所长,科创 ...