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。 数据来源：wind 银河证券指出，AI产业的价值重心正从算力向应用端过渡，各行业正迎来从数字化到智能化升级 的"iPhone时刻"。2026年，在AI赋能下，消费电子有望进入新一轮成长周期，手机厂商作为AI端侧流量 入口或将迎来估值提升；同时，AI眼镜、AI耳机等新型智能硬件快速渗透，将带动光学显示、声学、 芯片等零部件领域的新一轮需求增长。 风险提示：基金有风险，投资需谨慎。基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资 产，但不保证本基金一定盈利，也不保证最低收益。基金管理人提醒投资人基金投资的"买者自负"原 则，在做出投资决策后，基金运营状况与基金净值变化引致的投资风险，由投资人自行负担。基金的过 往业绩及其净值高低并不预示其未来业绩表现，基金管理人管理的其他基金的业绩不构成对本基金业绩 表现的保证。投资人购买基金，既可能按其持有份额分享基金投资所产生的收益，也可能承担基金投资 所带来的损失。投 ...

截至2025年11月27日 09:36，中证人工智能主题指数(930713)上涨0.92%，成分股新易盛(300502)上涨 3.78%，寒武纪(688256)上涨2.85%，芯原股份(688521)上涨2.61%，中科曙光(603019)上涨2.32%，澜起 科技(688008)上涨1.85%。AI人工智能ETF(512930)上涨0.88%， 冲击4连涨。最新价报2.07元。（二级市 场涨幅，不代表基金实际收益。） AI板块延续强势，消息面上，谷歌近期密集推出Gemini 3.0 Pro、Antigravity、Nano Banana等新产品， 通过在算力、模型与应用的全栈布局形成正向反馈机制，推动AI应用商业模式加速清晰化，显著提升 市场对AI赛道的估值确定性。国内方面，阿里最新财报显示云智能集团收入同比增长34%，AI相关产品 收入连续九个季度实现三位数增长，资本开支持续加码，有望进一步释放TPU和AI Asic等算力芯片需 求。随着大厂对专用算力集群投入加深，定制化组网需求上升，光互联新技术如CPO/NPO/OCS等将迎 来实质性增量需求。 银河证券指出，当前AI产业的价值重心正从算力向应用端过渡， ...

截至2025年11月26日 10:27，中证人工智能主题指数(930713)强势上涨2.66%，AI人工智能ETF(512930) 上涨2.47%， 冲击3连涨。最新价报2.03元。中证消费电子主题指数(931494)强势上涨1.49%，消费电子 ETF(561600)上涨1.35%，最新价报1.13元。（二级市场涨幅，不代表基金实际收益。） 消息面上， 美联储降息预期升温，阿里AI业务超预期，AI出海可期。相关期货合约市场定价显示，市 场预期美联储12月降息概率近80%，美股三大指数连续第三个交易日集体收涨。阿里发布财报，其中云 业务同比增长34%，增速再创新高，阿里可能会在已承诺的三年3800亿元额外增加资本开支。 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)。 消费电子ETF紧密跟踪中证消费电子主题指数，中证消费电子主题指数选取50只业务涉及元器件生产、 整机品牌设计及生产等消费电子相关的上市公司证券作为指数样本，以反映消费电子主题上市公司 ...

Group 1 - The core viewpoint of the news highlights the strong performance of the AI sector, with the CSI Artificial Intelligence Theme Index rising by 2.18% and key stocks like Chip Origin (688521) and Zhongji Xuchuang (300308) showing significant gains [1] - As of July this year, OpenAI's ChatGPT has reached 35 million paid users, with expectations to grow to at least 220 million by 2030, indicating a growing trend in paid subscriptions [1] - Domestic large models are rapidly adopting an open-source approach, capturing market share due to their cost-effectiveness, with the average API price for domestic models at 3.88 RMB per million tokens, significantly lower than the 20.46 RMB per million tokens for overseas models [1] Group 2 - The CSI Artificial Intelligence Theme Index consists of 50 listed companies involved in providing foundational resources, technology, and application support for artificial intelligence, reflecting the overall performance of AI-related stocks [2] - As of October 31, 2025, the top ten weighted stocks in the CSI Artificial Intelligence Theme Index account for 63.29% of the index, with companies like Zhongji Xuchuang (300308) and Cambricon (688256) among the leaders [2] - The AI Artificial Intelligence ETF closely tracks the CSI Artificial Intelligence Theme Index, providing investors with exposure to the performance of AI-related companies [2]

Group 1 - The core viewpoint of the news is the strong performance of the AI sector, highlighted by the rise of the China Securities Artificial Intelligence Theme Index and related stocks following the announcement of a new national plan by the U.S. government to leverage AI for scientific research [1][2] - As of November 25, 2025, the China Securities Artificial Intelligence Theme Index (930713) increased by 1.95%, with notable gains in constituent stocks such as Kechuang Data (300857) up 7.38%, Chipone Technology (688521) up 5.04%, and Amlogic (688099) up 4.89% [1] - The AI Artificial Intelligence ETF (512930) also saw an increase of 1.91%, with the latest price reported at 1.98 yuan [1] Group 2 - The U.S. White House announced on November 24 that President Trump signed an executive order to initiate the "Genesis Project," aimed at transforming scientific research through AI, directing the Department of Energy to create an AI experimental platform [1] - The AI large model technology is rapidly evolving, with Dongguan Securities projecting that AI will remain a key innovation driver in the technology sector through 2026, benefiting various segments including computing power, storage, and advanced packaging [1] - The China Securities Artificial Intelligence Theme Index (930713) includes 50 listed companies involved in providing foundational resources, technology, and application support for AI, with the top ten weighted stocks accounting for 63.29% of the index [2]

Group 1 - The core viewpoint of the news highlights the strong performance of the AI sector, particularly with the rise of the Zhongzheng AI Theme Index and its constituent stocks, indicating a positive market sentiment towards AI-related investments [1][2] - The Zhongzheng AI Theme Index (930713) has shown an increase of 0.49%, with notable gains from constituent stocks such as Guangxun Technology (up 4.85%) and Sanliu Ling (up 4.84%) [1] - The AI Artificial Intelligence ETF (512930) also experienced a rise of 0.47%, reflecting the overall positive trend in the AI investment landscape [1][2] Group 2 - Nvidia's AI server shipments are expected to accelerate in Q4, indicating a robust demand for AI hardware and a potential surge in the ASIC market, which is likely to benefit the AI-PCB and core computing hardware sectors [2] - The top ten weighted stocks in the Zhongzheng AI Theme Index account for 63.29% of the index, with companies like Zhongji Xuchuang and Xinyi Sheng leading the list, showcasing the concentration of investment in key players within the AI industry [2]

消息面上，千问App公测一周，下载量已突破1000万次，超越ChatGPT、Sora、DeepSeek成为史上增长 最快的AI应用。 数据显示，截至2025年10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)、澜起科技(688008)、中科曙光(603019)、科大讯飞 (002230)、海康威视(002415)、豪威集团(603501)、金山办公(688111)、浪潮信息(000977)，前十大权重 股合计占比63.29%。 截至2025年11月24日 10:29，中证人工智能主题指数(930713)上涨0.48%，成分股光迅科技(002281)上涨 5.11%，金山办公(688111)上涨2.38%，三六零(601360)上涨2.30%，汇顶科技(603160)上涨2.05%，神州 泰岳(300002)上涨1.79%。AI人工智能ETF(512930)上涨0.41%，最新价报1.94元。（二级市场涨幅，不 代表基金实际收益。） 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：0 ...

Group 1 - The core viewpoint of the news is the performance of the AI sector, with the Zhongzheng AI Theme Index showing a slight decline of 0.03% as of November 18, 2025, while individual stocks exhibited mixed results [1] - Ant Group launched a multimodal AI assistant named "Lingguang," which allows users to generate small applications in 30 seconds using natural language, marking a significant advancement in AI capabilities [1] - The AI ETF closely tracks the Zhongzheng AI Theme Index, which includes 50 listed companies involved in providing foundational resources, technology, and application support for AI [2] Group 2 - Huolong Securities emphasizes the importance of the domestic AI industry chain in meeting China's urgent need for self-controlled AI technology across the entire industry chain, highlighting the competitive advantages of domestic computing power and breakthroughs in open-source and AI chips [2] - The top ten weighted stocks in the Zhongzheng AI Theme Index account for 63.29% of the index, with companies like Zhongji Xuchuang and Xinyi Sheng being significant contributors [2][4] - The AI ETF (512930) has a slight increase of 0.05%, reflecting the overall performance of the AI sector [1]

Group 1 - The core viewpoint of the news highlights the significant performance of the AI sector, particularly the rise of the Zhongzheng Artificial Intelligence Theme Index and its constituent stocks, indicating a positive market sentiment towards AI-related investments [1][2]. - Huawei is set to release a groundbreaking technology in the AI field on November 21, which aims to enhance the utilization efficiency of computing resources, potentially increasing GPU and NPU utilization rates from the industry average of 30%-40% to 70% [1]. - The Zhongzheng Artificial Intelligence Theme Index includes 50 listed companies that provide foundational resources, technology, and application support for AI, reflecting the overall performance of AI-related stocks [2]. Group 2 - According to CITIC Securities, both Chinese and American tech stocks have performed well since 2025, with the computing power sector leading the market gains, and there are emerging opportunities in models and applications [2]. - The domestic chip industry is experiencing a surge, with the potential to replicate the long bull market seen in U.S. stocks since 2023, driven by the urgency for domestic alternatives due to overseas restrictions [2]. - The construction of multi-card clusters in the chip sector is expected to create greater investment opportunities across the supply chain, particularly in sub-sectors like liquid cooling, storage, power supply, optical modules, PCB, and quantum computing [2]. Group 3 - As of October 31, 2025, the top ten weighted stocks in the Zhongzheng Artificial Intelligence Theme Index accounted for 63.29% of the index, indicating a concentration of investment in these key players [3]. - The top ten stocks include companies like Zhongji Xuchuang, Xinyi Sheng, and Cambricon, with varying weightings that reflect their significance in the AI sector [5].

Group 1 - The core viewpoint of the news highlights the performance of the AI sector, particularly the decline of certain stocks within the China Securities Artificial Intelligence Theme Index, with Xiechuang Data leading the drop at 7.71% [1] - The Baidu World Conference held on November 13, 2025, showcased the launch of the Wenxin large model 5.0, which features 2.4 trillion parameters and employs a native multimodal unified modeling technology [1] - Huatai Securities notes that overseas companies are entering a phase of large-scale deployment, while domestic firms are benefiting from breakthroughs like DeepSeek-R1, accelerating the application pace of AI technologies [1] Group 2 - The China Securities Artificial Intelligence Theme Index (930713) consists of 50 listed companies involved in providing foundational resources, technologies, and application support for artificial intelligence [2] - As of October 31, 2025, the top ten weighted stocks in the index include Zhongji Xuchuang, Xinyi Sheng, Hanwujing, and others, collectively accounting for 63.29% of the index [2] - The AI Artificial Intelligence ETF (512930) closely tracks the performance of the China Securities Artificial Intelligence Theme Index [2]