资金流入方面，AI人工智能ETF最新资金净流入9339.71万元。拉长时间看，近5个交易日内有4日资金 净流入，合计"吸金"3.56亿元，日均净流入达7120.59万元。 截至2025年8月27日 10:16，中证人工智能主题指数(930713)强势上涨4.13%，成分股中科创达(300496)上 涨18.84%，乐鑫科技(688018)上涨17.88%，新易盛(300502)上涨10.80%，瑞芯微(603893)，晶晨股份 (688099)等个股跟涨。AI人工智能ETF(512930)上涨4.02%，最新价报2.02元。 流动性方面，AI人工智能ETF盘中换手9.64%，成交2.43亿元。拉长时间看，截至8月26日，AI人工智能 ETF近1周日均成交2.29亿元。 规模方面，AI人工智能ETF最新规模达24.41亿元，创近1年新高。 费率方面，AI人工智能ETF管理费率为0.15%，托管费率为0.05%，费率在可比基金中最低。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 300308 | 中际旭创 | 4.77% | 6.71% | | 3 ...

数据显示，截至2025年7月31日，中证人工智能主题指数(930713)前十大权重股分别为中际旭创 (300308)、新易盛(300502)、寒武纪(688256)、科大讯飞(002230)、海康威视(002415)、豪威集团 (603501)、中科曙光(603019)、澜起科技(688008)、金山办公(688111)、浪潮信息(000977)，前十大权重 股合计占比55.52%。 2025中国算力大会上，工业和信息化部信息通信发展司副司长表示，截至2025年6月底，我国在用算力 中心标准机架数达1085万架，智能算力规模达788EFLOPS。未来将持续优化全国算力布局，有序引导 智能算力基础设施适度超前、动态平衡，加强对总体算力利用率比较低地区规划新建项目的审批。 AI人工智能ETF(512930)，场外联接(平安中证人工智能主题ETF发起式联接A：023384；平安中证人工 智能主题ETF发起式联接C：023385；平安中证人工智能主题ETF发起式联接E：024610)。 截至2025年8月26日 09:53，中证人工智能主题指数(930713)上涨0.07%，成分股三七互娱(002555)上涨 10. ...

Core Viewpoint - The AI-themed index and related ETFs are showing strong performance, indicating a growing interest and investment in the artificial intelligence sector. Group 1: Index Performance - As of August 20, 2025, the CSI Artificial Intelligence Theme Index (930713) increased by 1.10% [3] - The AI Artificial Intelligence ETF (512930) rose by 1.05%, with the latest price at 1.74 yuan [3] - Over the past week, the AI Artificial Intelligence ETF has accumulated an increase of 8.73%, ranking in the top 25% among comparable funds [3] Group 2: Trading Volume and Liquidity - The AI Artificial Intelligence ETF had a turnover rate of 7.41% during the trading session, with a transaction volume of 135 million yuan [3] - The average daily trading volume for the AI Artificial Intelligence ETF over the past week was 168 million yuan [3] Group 3: Tracking Accuracy - The tracking error for the AI Artificial Intelligence ETF over the past month was 0.006%, the highest among comparable funds [3] Group 4: Top Holdings - As of July 31, 2025, the top ten weighted stocks in the CSI Artificial Intelligence Theme Index accounted for 55.52% of the index [4] - The top ten stocks include companies such as Zhongji Xuchuang (300308), Xinyi Sheng (300502), and Cambricon (688256) [4][6]

据The Verge消息，OpenAI准备在8月初正式推出GPT-5，并将同时推出适用于API的mini和nano版本。 与此同时，OpenAI还在准备推出一款开源语言模型，预计在7月底前发布，抢在GPT-5之前。这款模型 被描述为"类似o3 mini"，具备推理能力，将是自2019年发布GPT-2以来OpenAI首次公开权重模型。它将 通过Azure、Hugging Face及其他大型云平台提供下载。 国内来看，2025世界人工智能大会暨人工智能全球治理高级别会议于2025年7月26日至28日在上海世博 中心和世博展览馆举办，大会主题为"智能时代 同球共济"，汇聚全球专家、政企代表、高校学者、投 资人,共话AI发展新机遇。相关高层将于7月26日出席在上海举行的2025世界人工智能大会暨人工智能全 球治理高级别会议开幕式并致辞。 AI人工智能ETF紧密跟踪中证人工智能主题指数，中证人工智能主题指数选取50只业务涉及为人工智能 提供基础资源、技术以及应用支持的上市公司证券作为指数样本，以反映人工智能主题上市公司证券的 整体表现。 数据显示，截至2025年6月30日，中证人工智能主题指数(930713)前十大权重 ...

AI人工智能ETF(512930)，场外联接(平安中证人工智能主题ETF发起式联接A：023384；平安中证人工 智能主题ETF发起式联接C：023385；平安中证人工智能主题ETF发起式联接E：024610)。 AI人工智能ETF紧密跟踪中证人工智能主题指数，中证人工智能主题指数选取50只业务涉及为人工智能 提供基础资源、技术以及应用支持的上市公司证券作为指数样本，以反映人工智能主题上市公司证券的 整体表现。 数据显示，截至2025年6月30日，中证人工智能主题指数(930713)前十大权重股分别为中际旭创 (300308)、新易盛(300502)、寒武纪(688256)、科大讯飞(002230)、豪威集团(603501)、中科曙光 (603019)、海康威视(002415)、澜起科技(688008)、金山办公(688111)、浪潮信息(000977)，前十大权重 股合计占比52.8%。 2025世界人工智能大会暨人工智能全球治理高级别会议于2025年7月26日至28日在上海世博中心和世博 展览馆举办，大会主题为"智能时代 同球共济"，汇聚全球专家、政企代表、高校学者、投资人,共话AI 发展新机遇。 截至2 ...

Group 1 - OpenAI is expected to release GPT-5, with indications from third-party open-source code suggesting a release date of July 13, 2025 [1] - OpenAI plans to add over 1 million GPUs by the end of this year, indicating strong growth in overseas computing power [1] - The AI-themed index (930713) has shown a 0.20% increase, with notable gains from companies like Zhongji Xuchuang (4.28%) and Xinyi Sheng (1.74%) [1] Group 2 - As of June 30, 2025, the top ten weighted stocks in the AI-themed index account for 52.8% of the index, including companies like Zhongji Xuchuang and Hikvision [2] - The AI artificial intelligence ETF (512930) closely tracks the AI-themed index and has seen a 6.64% increase over the past week [1][2]

截至2025年7月18日 09:35，中证人工智能主题指数(930713)强势上涨1.38%，成分股深信服(300454)上涨6.70%，中际旭创(300308)上涨6.24%，三六零 (601360)上涨3.96%，瑞芯微(603893)，用友网络(600588)等个股跟涨。AI人工智能ETF(512930)上涨1.44%， 冲击6连涨。最新价报1.48元。拉长时间看，截 至2025年7月17日，AI人工智能ETF近1周累计上涨7.22%。 流动性方面，AI人工智能ETF盘中换手0.5%，成交933.70万元。拉长时间看，截至7月17日，AI人工智能ETF近1周日均成交1.16亿元。 规模方面，AI人工智能ETF最新规模达18.43亿元。 数据显示，杠杆资金持续布局中。AI人工智能ETF最新融资买入额达558.70万元，最新融资余额达6661.93万元。 截至7月17日，AI人工智能ETF近5年净值上涨5.78%。从收益能力看，截至2025年7月17日，AI人工智能ETF自成立以来，最高单月回报为28.72%，最长连涨 月数为4个月，最长连涨涨幅为18.08%，涨跌月数比为36/35，上涨月份平均收益率为6 ...

Group 1: AI Industry Insights - The China Securities Artificial Intelligence Theme Index (930713) increased by 0.84%, with notable gains from companies such as Lexin Technology (688018) up 5.32% and Inspur Information (000977) up 2.51% [1] - Elon Musk announced the live release of Grok 4, while DeepMind's Isomorphic Labs is preparing to test AI-designed drugs on humans, indicating advancements in AI applications in drug development [1] - The top ten weighted stocks in the China Securities Artificial Intelligence Theme Index account for 52.8% of the index, with companies like Zhongji Xuchuang (300308) and Hikvision (002415) among the leaders [8] Group 2: Consumer Electronics Sector - The China Securities Consumer Electronics Theme Index (931494) rose by 1.28%, with significant increases from companies like Jingwang Electronics (603228) up 7.42% and Industrial Fulian (601138) up 7.17% [4] - The Consumer Electronics ETF (561600) has seen a net value increase of 22.37% over the past year, reflecting strong performance in the sector [4] - The top ten weighted stocks in the China Securities Consumer Electronics Theme Index represent 51.02% of the index, featuring companies such as Luxshare Precision (002475) and SMIC (688981) [11] Group 3: Online Consumption Market - The China Securities Hong Kong-Shenzhen Online Consumption Theme Index (931481) increased by 0.90%, with stocks like NetEase Cloud Music (09899) rising by 4.58% [6] - The Online Consumption ETF (159793) has shown a remarkable net value increase of 44.37% over the past year, indicating robust growth in online consumption [6] - The top ten weighted stocks in the China Securities Hong Kong-Shenzhen Online Consumption Theme Index account for 52.54%, with major players including Tencent Holdings (00700) and Alibaba-W (09988) [14]

Group 1: AI Industry Developments - Microsoft CEO Satya Nadella announced the launch of a groundbreaking medical AI system, MAI-DxO, which significantly enhances diagnostic performance compared to professional doctors, achieving an accuracy rate of 81.9% to 85.5% in tests [1] - Concerns regarding capital expenditure in AI have diminished as the sovereign AI market becomes clearer, indicating strong sustainability in AI computing capital investments [2] Group 2: ETF Performance and Index Composition - The AI Artificial Intelligence ETF (512930) has a current scale of 2.043 billion yuan, closely tracking the China Securities Artificial Intelligence Theme Index (930713), which includes 50 companies involved in AI resources and technology [1][9] - The China Securities Consumption Electronics Theme Index (931494) has seen a 21.87% increase in net value over the past year, with the Consumption Electronics ETF (561600) currently priced at 0.8 yuan [5] - The China Securities Online Consumption Theme Index (931481) has experienced a 46.44% increase in net value over the past year, with the Online Consumption ETF (159793) currently priced at 0.92 yuan [8] Group 3: Index Weightings - As of June 30, 2025, the top ten weighted stocks in the China Securities Artificial Intelligence Theme Index account for 52.8% of the index, including companies like Zhongji Xuchuang and Hikvision [9] - The top ten weighted stocks in the China Securities Consumption Electronics Theme Index represent 51.02% of the index, featuring companies such as Luxshare Precision and SMIC [10] - The top ten weighted stocks in the China Securities Online Consumption Theme Index account for 52.54%, including major players like Tencent and Alibaba [11]

Group 1: AI Industry Insights - The AI sector continues to show strong demand, with significant upgrades in AI infrastructure just beginning, as highlighted by Jensen Huang at NVIDIA's annual shareholder meeting [1] - NVIDIA's stock rose by 4.3% on the day of Huang's remarks, reaching a market capitalization of $3.77 trillion, reaffirming its position as the world's most valuable company [1] - The AI-themed ETF has reached a scale of 2.078 billion yuan, reflecting growing investor interest in AI-related stocks [1] Group 2: AI Market Trends - The "AI+" segment is identified as a high-growth area within the technology sector, benefiting from widespread applications of AI technology across various fields [2] - The large-scale application of AI products, such as humanoid robots and smart driving systems, is enhancing efficiency and reducing costs, marking a transition from exploration to large-scale implementation [2] - The emergence of the DeepSeek model has significantly boosted market confidence, symbolizing a shift from catching up to leading in domestic innovation [2] Group 3: Consumer Electronics Sector - The Consumer Electronics Index shows mixed performance among its constituent stocks, with Jingwang Electronics leading with a 9.99% increase [5] - The Consumer Electronics ETF has seen a 24.44% increase in net value over the past year, indicating strong performance in this sector [5] - The ETF has recorded a maximum monthly return of 18.19% since its inception, with an average monthly return of 5.43% [5] Group 4: Online Consumption Sector - The online consumption index has shown a slight increase of 0.31%, with notable gains from companies like Weining Health and Kuaishou [8] - The online consumption ETF is experiencing a stalemate in trading, reflecting mixed investor sentiment [8] Group 5: Index Composition - The AI-themed index comprises 50 companies involved in providing resources, technology, and application support for AI, with the top ten stocks accounting for 51.56% of the index [11] - The Consumer Electronics Index also consists of 50 companies, with its top ten stocks representing 53.04% of the index [14] - The online consumption index includes 50 companies from both mainland and Hong Kong markets, with the top ten stocks making up 56.98% of the index [17]