as of 09:33 on may 21, 2024, AI artificial intelligence ETF(512930) was stuck with long and short supply, with the latest quotation of 1.13 yuan, and the intraday turnover continued to expand. Tracking index components were mixed, with China Software (600536) leading the rise of 2.67 per cent, Lanqi Technology (688008) up 1.26 per cent and Cambrian (688256) up 1.06 per cent.

in terms of scale, the latest scale of AI artificial intelligence ETF reached 0.946 billion yuan, a new high in nearly January. The data show that leveraged funds continue to be laid out. The net purchase amount of AI Artificial Intelligence ETF financing on the previous trading day reached 1.1103 million yuan, and the latest financing balance reached 12.1729 million yuan.

in terms of capital inflow, the latest net capital inflow of AI artificial intelligence ETF was 18.01 million yuan. Looking at it over a long period of time, there has been a net inflow of funds on 9 days in the past 10 trading days, totaling 0.118 billion yuan.

Credit: Wind

On the news front, Microsoft recently announced the launch of a new personal computer (PC) that introduces Copilot capabilities, which can handle more artificial intelligence tasks without the need for a cloud data center. In the new generation of Copilot + PC, you can talk to AI in real time when playing games, provide spitting and accompanying play or strategy guidance, and be supported by GPT-4o. Microsoft said that the new computer is equipped with a chip with a new neural processing unit (NPU), which can realize more than 40 trillion operations per second, or 40 + TOPS, and provide long-term battery life. The first Copilot + PCs are equipped with SnapdragonX Elite chips that can accelerate artificial intelligence programs such as Copilot.

recently, from the domestic large model research and development strength of the head of the company wall intelligence-they recently built a wall-facing small steel gun MiniCPM-Llama3-V 2.5. The end-side multimodal model MiniCPM-Llama3-V 2.5 uses only 8B parameters, defeating the multimodal giants Gemini Pro and GPT-4V, and has attracted widespread attention at home and abroad.

CITIC Securities believes that silicon optical modules are expected to rapidly increase penetration since the 800G era. As an important component of cloud computing data center, the market demand for optical modules continues to increase. The agency said that it is expected that 800G silicon optical modules can reduce the cost of raw materials by 20%, overseas optical module leader 800G and 1.6T products are in strong demand, and DCI is expected to usher in new growth. Focus on leading manufacturers in the direction of high-speed optical modules, coherent optical technology, and AEC.

investors who are concerned about artificial intelligence, AI application development, entertainment consumption and online shopping can seize investment opportunities through online consumption ETF Ping An (159793) and AI artificial intelligence ETF(512930).

online consumption ETF Ping An (159793) closely tracks the CSI Shanghai-Hong Kong-Shenzhen online consumption theme index. The CSI Shanghai-Hong Kong-Shenzhen online consumption theme index selects 50 listed companies' securities whose main businesses involve online shopping, express logistics, film and television entertainment, online games, live video broadcasting, online education and telemedicine as index samples from the mainland and Hong Kong markets, to reflect the overall performance of the securities of online consumer-themed listed companies in the Mainland and Hong Kong markets.

Data show that as of April 30, 2024, the top ten heavyweights in the Shanghai-Hong Kong-Shenzhen Online Consumer Theme Index (931481) are Meituan-W(03690), Tencent Holdings (00700), Fast Track-W(01024), Shun Feng Holdings (002352), HKUST Xunfei (002230), Kunlun Wanwei (300418), Jingdong Health (06618), Century Huatong (002602), yuantong express (600233) and Beili-W(09626), the top ten weighted stocks together accounted for 58.57 per cent.

AI artificial intelligence ETF(512930) closely tracks the CSI artificial intelligence theme index. the CSI artificial intelligence theme index selects 50 listed company securities whose business involves providing basic resources, technology and application support for artificial intelligence as index samples to reflect the overall performance of listed company securities with artificial intelligence theme.

data show that as of April 30, 2024, the top 10 heavyweights in China securities artificial intelligence theme index (930713) are haikangweishi (002415), zhongji xuchuang (300308), hkust xunfei (002230), weir (603501), jinshan office (688111), xinyisheng (300502), zhongke shuguang (603019), purple light (000938), lanqi technology (688008), wave information (000977), the top ten weighted stocks together accounted for 51.88 per cent.