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01 The domestic ultra-large-scale intelligent computing platform "Feixing No. 2", jointly built by iFLYTEK, Huawei, and Hefei Big Data Asset Operation Co., Ltd., was officially launched on October 25, 2024.

02 "Feixing-2" will bring about the continuous adaptation of new models and algorithms and another leap in the scale of intelligent computing clusters.

03 Due to the high prosperity of domestic computing power and the strong downstream demand from operators and governments, AI artificial intelligence ETF has risen by 6.02% in the past week.

04 At the same time, consumer electronics ETFs have risen by 8.72% in the past 1 week, with an increase of 1.0265 million yuan, and the new share ranks 1/7 of comparable funds.

05 Experts said that related products such as AI artificial intelligence ETF (512930), consumer electronics ETF (561600) and online consumer ETF Ping An (159793) investment opportunities have attracted much attention.

The above content is generated by Tencent's hybrid model and is for reference only

As of 14:12 on October 25, 2024, AI Artificial Intelligence ETF (512930) rose nearly 2% in the afternoon, with the latest price at 1.26 yuan, and the intraday turnover has reached 61.1449 million yuan, with a turnover rate of 6.52%. The CSI Artificial Intelligence Theme Index (930713) is up 0.59%, the constituent Ecovacs (603486) is up 6.29%, Kunlun Wanwei (300418) is up 4.21%, Sangfor (300454) is up 3.83%, Shensanda A (000032) is up 3.45%, and Shenzhou Taiyue (300002) is up 2.68%.

Consumer electronics ETF (561600) rose nearly 3% in the afternoon, the latest price was reported at 0.82 yuan, and the intraday turnover has reached 15.5947 million yuan, temporarily ranking 1/5 of comparable ETFs, with a turnover rate of 11.32%, and the market is actively trading. The CSI Consumer Electronics Theme Index (931494) rose 0.88%, the constituent stocks Shenzhen Technology (000021) rose 10.02%, EVE Lithium Energy (300014) rose 9.97%, Hengdian East Magnetic (002056) rose 7.76%, Xiamen Tungsten New Energy (688778) rose 5.17%, and Sunwoda (300207) rose 4.56%.

In the long run, as of October 24, 2024, the AI artificial intelligence ETF has risen by 6.02% in the past 1 week. Consumer electronics ETF has risen 8.72% over the past 1 week.

In terms of scale, the scale of consumer electronics ETFs has increased by 1.0265 million yuan in the past one week, achieving significant growth, and the new scale ranks 2/7 of comparable funds. In terms of shares, the share of consumer electronics ETFs has increased by 4.00 million shares in the past two weeks, achieving significant growth, and the new shares rank 1/7 of comparable funds.

The data shows that leveraged funds continue to be deployed. The latest financing purchase amount of AI artificial intelligence ETF reached 2.8048 million yuan, and the latest financing balance reached 27.4086 million yuan. In terms of capital inflow, consumer electronics ETFs have attracted a total of 15.421 million yuan in the past 13 trading days.

On October 24, iFLYTEK, Huawei, and Hefei Big Data Asset Operation Co., Ltd. jointly launched the domestic ultra-large-scale intelligent computing platform "Feixing No. 2". "Feixing-2" will bring about the continuous adaptation of new models and algorithms, and another leap in the scale of intelligent computing clusters.

Minsheng Securities pointed out that on the demand side, domestic computing power maintained a high degree of prosperity, and downstream demand from operators and governments was strong. According to China Mobile's 2023-2024 new intelligent computing center (test network) procurement project and other projects, the three major operators have a total of more than 17,000 AI server procurement plans, and the procurement scale of AI servers is expected to reach 30 billion yuan. On the supply side, leading enterprises continue to improve their own ecology, and the localization process of underlying computing power is expected to accelerate.

The investment opportunities of related products such as AI Artificial Intelligence ETF (512930), Consumer Electronics ETF (561600) and online consumer ETF Ping An (159793) have attracted much attention.

The AI Artificial Intelligence ETF closely tracks the CSI Artificial Intelligence Thematic Index, which selects 50 listed companies whose business involves providing basic resources, technology and application support for artificial intelligence as the index sample to reflect the overall performance of the securities of listed companies with artificial intelligence themes.

According to the data, as of September 30, 2024, the top 10 weighted stocks of the CSI Artificial Intelligence Theme Index (930713) are Zhongji InnoLight (300308), Hikvision (002415), Xin Yisheng (300502), Weir shares (603501), iFLYTEK (002230), Sugon (603019), Kingsoft Office (688111), Montage Technology (688008), Cambrian (688256), Unisplendour (000938), the top ten weighted stocks accounted for 53.34%.

The CSI Shanghai-Hong Kong-Shenzhen Online Consumption Index selects 50 securities of listed companies whose main business involves online shopping, digital entertainment, online education and telemedicine in the Mainland and Hong Kong markets as the index sample to reflect the overall performance of the securities of listed companies with online consumption themes in the mainland and Hong Kong markets.

According to the data, as of September 30, 2024, the top ten weighted stocks of the CSI Shanghai-Hong Kong-Shenzhen Online Consumer Theme Index (931481) are Meituan-W (03690), Tencent Holdings (00700), Kuaishou-W (01024), iFLYTEK (002230), Bilibili-W (09626), JD Health (06618), Ali Health (00241), Sanqi Mutual Entertainment (002555), Kunlun Wanwei (300418), Kaiying Network (002517), the top ten weighted stocks accounted for 55.05% of the total.

The

Consumer Electronics ETF closely tracks the CSI Consumer Electronics Thematic Index, which selects 50 securities of listed companies related to consumer electronics whose business involves component production, complete machine brand design and production, etc., as the index sample to reflect the overall performance of the securities of listed companies with a consumer electronics theme.

According to the data, as of September 30, 2024, the top 10 weighted stocks in the CSI Consumer Electronics Theme Index (931494) are Luxshare Precision (002475), BOE A (000725), SMIC (688981), Fortune Federation of Industry (601138), Weir (603501), Montage Technology (688008), Cambrian (688256), EVE Lithium Energy (300014), GigaDevice (603986), Goertek shares (002241), the top ten weighted stocks accounted for 51.56% of the total.

Related Products:

AI Artificial Intelligence ETF (512930);

Online Consumer ETF Ping An (159793);

Consumer Electronics ETF (561600), OTC Feeder (Class A:015894; Category C: 015895).

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