截至2025年8月27日 13:21，中证人工智能主题指数(930713)强势上涨6.23%，成分股乐鑫科技(688018)上涨20.00%，中科创达(300496)上涨17.08%，新易盛 (300502)上涨14.57%，晶晨股份(688099)，复旦微电(688385)等个股跟涨。AI人工智能ETF(512930)上涨6.03%，最新价报2.06元。 流动性方面，AI人工智能ETF盘中换手14.87%，成交3.76亿元，市场交投活跃。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。 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(603 ...

Group 1 - The core viewpoint is that China's computing power platforms are accelerating construction, with 10 provinces officially connected to the computing power sub-platforms, and the total computing power scale in China is growing at an annual rate of approximately 30% [1] - By 2025, China's intelligent computing power scale is expected to exceed 40% growth, with projections indicating that the intelligent computing power scale will reach 1,037.3 EFLOPS by 2025 and 2,781.9 EFLOPS by 2028 [1] - The market for intelligent computing centers in China is anticipated to reach 288.6 billion yuan by 2028, driven by the shift from training to inference in AI large model applications [1] Group 2 - As of August 25, 2025, the CSI Artificial Intelligence Theme Index has surged by 3.73%, with significant gains in constituent stocks such as Zhongke Shuguang (up 10.00%) and Cambrian (up 9.48%) [2] - The AI Artificial Intelligence ETF has also shown strong performance, with a recent price of 1.94 yuan and a cumulative increase of 14.22% over the past week [2] - The top ten weighted stocks in the CSI Artificial Intelligence Theme Index account for 55.52% of the index, indicating a concentrated investment in key players within the AI sector [2]

跟踪精度方面，截至2025年8月19日，AI人工智能ETF近1月跟踪误差为0.006%，在可比基金中跟踪精度 最高。 截至2025年8月20日 14:19，中证人工智能主题指数(930713)强势上涨2.18%，成分股芯原股份(688521)上 涨20.00%，浪潮信息(000977)上涨10.01%，光迅科技(002281)上涨10.00%，寒武纪(688256)，乐鑫科技 (688018)等个股跟涨。AI人工智能ETF(512930)上涨2.10%，最新价报1.75元。拉长时间看，截至2025年8 月19日，AI人工智能ETF近1周累计上涨8.73%，涨幅排名可比基金1/4。 流动性方面，AI人工智能ETF盘中换手8.14%，成交1.49亿元。拉长时间看，截至8月19日，AI人工智能 ETF近1周日均成交1.68亿元。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 300308 | 中际旭创 | -2.84% | 6.71% | | 300502 | 新易盛 | -1.44% | 6.52% | | 688256 | 寒武纪 | 9.56% ...

8月19日，上海市经济和信息化委员会等三部门联合发布《上海市加快推动"AI+制造"发展的实施方 案》。其中提出，建设"AI+制造"工厂。推进以人形机器人为代表的多类型具身智能在典型场景中的实 用化部署。 随着AI人工智能大模型能力的不断提升，以及算力的建设，下游应用例如人形机器人有望迎来蓬勃发 展，进而带来产业链螺旋式上升发展。AI人工智能全面覆盖AI产业链中算力、模型、应用环节，有望 长期受益，关注AI人工智能长期投资机会。 截至2025年8月20日 09:42，中证人工智能主题指数(930713)下跌0.68%。成分股方面涨跌互现，寒武纪 (688256)领涨2.45%，神州泰岳(300002)上涨1.70%，拓维信息(002261)上涨1.11%；新易盛(300502)领跌 4.37%，中际旭创(300308)下跌3.64%，景嘉微(300474)下跌2.65%。AI人工智能ETF(512930)下跌 0.64%，最新报价1.71元，盘中快速拉升。拉长时间看，截至2025年8月19日，AI人工智能ETF近1周累 计上涨8.73%，涨幅排名可比基金1/4。 数据显示，截至2025年7月31日，中证人工智能 ...

截至2025年8月15日 09:48，中证人工智能主题指数(930713)上涨0.27%，成分股均胜电子(600699)上涨 4.87%，科沃斯(603486)上涨3.97%，澜起科技(688008)上涨3.28%，协创数据(300857)上涨2.98%，石头 科技(688169)上涨2.05%。AI人工智能ETF(512930)上涨0.37%，最新价报1.64元。拉长时间看，截至 2025年8月14日，AI人工智能ETF近1周累计上涨6.40%。 消息面上，阿里巴巴集团旗下智能信息事业群近日启动了大规模AI人才招聘计划，社招与校招总规模 近千人。此次招聘聚焦大语言模型、多模态识别与理解、多模态训练工程以及智能体应用、AI硬件等 前沿技术领域。 目前国内市场也开始进入AI带动业绩和资本开支的良性循环，随着国产AI生态正在不断完善，国内AI 人工智能发展有望加速，AI应用有望迎来爆发。 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 ...

7月22日，字节跳动Seed团队发布通用机器人模型GR-3。据介绍，与此前需要大量机器人轨迹训练的 VLA模型不同，GR-3通过少量的人类数据即可实现高效微调，从而快速且低成本地迁移至新任务，以 及认识新物体。 近日，上海人工智能实验室发布DeepLink超大规模跨域混训技术方案，支持千公里多智算中心跨域长稳 混训千亿参数大模型，例如跨越1500公里连接上海和济南之间的智算中心，实现北京、上海与贵州等多 地智算中心互联和大模型混训等。 无论是产业进展还是政策支持，AI人工智能领域仍然是在持续稳步向前推进中。 截至2025年7月23日 10:28，中证人工智能主题指数(930713)下跌0.16%。成分股方面涨跌互现，三七互 娱(002555)领涨2.93%，同方股份(600100)上涨2.74%，石头科技(688169)上涨2.18%；光迅科技(002281) 领跌2.18%，新易盛(300502)下跌1.64%，深信服(300454)下跌1.46%。AI人工智能ETF(512930)下跌 0.28%，最新报价1.45元。 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 ...

7月15日，英伟达官宣将恢复H20在中国的销售，为中国推出新的完全合规的GPU。英伟达称，美国政 府已经向英伟达保证授予许可，公司希望尽快开始交付。 截至2025年7月15日 10:28，中证人工智能主题指数(930713)强势上涨3.17%，成分股新易盛(300502)上涨 20.00%，中际旭创(300308)上涨15.04%，润泽科技(300442)上涨8.66%，光环新网(300383)，浪潮信息 (000977)等个股跟涨。AI人工智能ETF(512930)上涨2.99%， 冲击3连涨。最新价报1.41元。拉长时间 看，截至2025年7月14日，AI人工智能ETF近1周累计上涨2.54%。 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。 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)、 ...

Group 1: Consumer Electronics Sector - As of July 7, 2025, the China Securities Consumer Electronics Theme Index (931494) shows mixed performance among its constituent stocks, with Pengding Holdings (002938) leading with a 3.33% increase, while Dongshan Precision (002384) leads the decline [1] - The Consumer Electronics ETF (561600) has a latest price of 0.8 yuan, with a one-year net value increase of 23.28% as of July 4 [1] - The trading volume for the Consumer Electronics ETF was 185.15 million yuan, with a turnover rate of 1.14% [1] - CounterPoint Research reported that Huawei and Apple led the growth in China's smartphone market in Q2 2025, with Huawei experiencing a 12% year-on-year increase and Apple seeing an 8% increase due to promotions for the iPhone 16 Pro and Pro Max [1][2] Group 2: AI Sector - As of July 7, 2025, the China Securities Artificial Intelligence Theme Index (930713) also shows mixed performance, with Guangdian Yuntong (002152) leading with a 1.36% increase, while Zhongji Xuchuang (300308) leads the decline [4] - The AI Artificial Intelligence ETF (512930) has a latest price of 1.33 yuan, with a trading volume of 2.438 million yuan and a turnover rate of 1.26% [4] - The AI Artificial Intelligence ETF has an average daily trading volume of 91.37 million yuan over the past year [4] - The top ten weighted stocks in the AI Artificial Intelligence Theme Index account for 52.8% of the index, with Zhongji Xuchuang (300308) being the highest weighted stock [6] Group 3: Online Consumption Sector - As of July 7, 2025, the China Securities Hong Kong-Shenzhen Online Consumption Theme Index (931481) shows mixed performance, with Ping An Good Doctor (01833) leading with a 2.68% increase, while Kingsoft (03888) leads the decline [4] - The Online Consumption ETF (159793) has a latest price of 0.91 yuan, with a one-year net value increase of 44.80% as of July 4 [4] - The top ten weighted stocks in the Online Consumption Theme Index account for 52.54% of the index, with Tencent Holdings (00700) being the highest weighted stock [12]

Group 1: AI and Technology Sector - The CSI Artificial Intelligence Theme Index (930713) rose by 1.09%, with notable gains from component stocks such as Chipone Technology (688521) up 9.01% and Zhongji Xuchuang (300308) up 4.29% [1] - Xiaomi launched its first SUV, the Xiaomi Yu7, alongside AI glasses, which are positioned as a personal smart device with a starting price of 1999 yuan and a battery life of 8.6 hours, outperforming competitors [1] - The AI glasses are described as a combination of glasses, first-person camera, headphones, and a personal AI assistant, indicating a trend towards integrated smart devices [1] Group 2: Consumer Electronics Sector - The CSI Consumer Electronics Theme Index (931494) increased by 1.49%, with Chipone Technology (688521) also performing well in this sector, up 9.01% [5] - The index includes companies involved in component production and consumer electronics design, reflecting the overall performance of the sector [13] Group 3: Online Consumption Sector - The CSI Hong Kong and Shanghai Online Consumption Theme Index (931481) rose by 0.96%, with significant increases from stocks like Ping An Good Doctor (01833) up 13.29% and Alibaba Health (00241) up 10.72% [8] - This index tracks companies engaged in online shopping, digital entertainment, online education, and telemedicine, highlighting the growth in online consumption [16]

Group 1: AI Industry Insights - The AI Artificial Intelligence ETF (512930) has seen a recent decline of 0.23%, with a latest price of 1.3 yuan, while it has accumulated a 2.11% increase over the past two weeks, ranking in the top third among comparable funds [1] - The AI Artificial Intelligence ETF has a current scale of 2.022 billion yuan, with a total inflow of 78.1464 million yuan over the last ten trading days, indicating sustained interest from leveraged funds [1] - MiniMax has launched its MiniMax-M1 series model, which has shown benchmark performance comparable to leading overseas models, achieving training efficiency beyond expectations with a cost reduction of one order of magnitude [2] Group 2: Consumer Electronics Sector - The Consumer Electronics ETF (561600) has experienced a slight increase of 0.04%, with a recent price of 0.78 yuan, and a 2.64% increase over the past two weeks [4] - The Consumer Electronics ETF has seen a significant increase in shares, with a growth of 27 million shares over the past three months, ranking in the top fifth among comparable funds [4] - The top ten weighted stocks in the Consumer Electronics Index (931494) account for 53.04% of the index, indicating a concentrated investment in key players within the sector [10] Group 3: Online Consumption Trends - The Online Consumption ETF (159793) has decreased by 1.62%, with a latest price of 0.91 yuan, while it has shown a 1.20% increase over the past week [6] - The Online Consumption Index (931481) includes 50 companies involved in online shopping, digital entertainment, online education, and telemedicine, reflecting the overall performance of the online consumption sector [9] - The top ten weighted stocks in the Online Consumption Index account for 56.98% of the index, highlighting the dominance of major players like Alibaba and Tencent [9]