As of 10:19 on November 20, 2024, AI Artificial Intelligence ETF (512930) rose 0.39%, the latest price was 1.3 yuan, and the intraday turnover has reached 30.8332 million yuan, with a turnover rate of 3.23%. The CSI Artificial Intelligence Thematic Index (930713) rose 0.73%, the constituent stocks Yihualu (300212) rose 6.23%, Hengxuan Technology (688608) rose 5.14%, Zhongji InnoLight (300308) rose 4.29%, Kunlun Wanwei (Rights Protection) (300418) rose 3.27%, and Tors (300229) rose 3.11%.

The latest price of consumer electronics ETF (561600) is 0.82 yuan, and the intraday turnover has reached 2.2451 million yuan, with a turnover rate of 1.71%. The CSI Consumer Electronics Index (931494), which tracks the index, fell 0.52%. In terms of constituent stocks, Goertek (002241) led the rise by 2.74%, Shengyi Technology (600183) rose 1.77%, and Industrial Fortune Union (601138) rose 1.69%; Transsion Holdings (688036) led the decline by 3.52%, VeriSilicon (688521) fell 2.44%, and SMIC (688981) fell 1.89%.

In terms of scale, the scale of AI artificial intelligence ETF has increased by 6.7066 million yuan in the past week, achieving significant growth, and the new scale ranks 1/3 of comparable funds. The scale of consumer electronics ETFs has increased by 44.0365 million yuan in the past three months, achieving significant growth, and the new scale ranks 3/7 of comparable funds. In terms of shares, the share of consumer electronics ETFs has increased by 2.00 million in the past 1 week, achieving significant growth, and the new shares rank 3/7 of comparable funds.

From the perspective of net inflow of funds, AI artificial intelligence ETF has received continuous net inflow of funds in the past 4 days, with the highest net inflow of 37.069 million yuan in a single day, with a total of 93.0729 million yuan of "gold absorption" and an average daily net inflow of 23.2682 million yuan. Consumer electronics ETFs have received continuous net inflows in the past three days, with a total of 2.4799 million yuan.

The data shows that leveraged funds continue to be deployed. Since the beginning of this month, the net purchase amount of AI artificial intelligence ETF has reached 1.45 million yuan, and the latest financing balance has reached 44.4306 million yuan.

On the news side, Huawei terminals announced that the Huawei Mate brand ceremony will be held on November 26. At the same time, Huawei Mate70 series mobile phones are also officially unveiled, and the new series of new phones has been opened for reservation, and the new folding flagship Huawei Mate X6 will also be launched at the same time. Huawei previously said that the Mate 70 series phones released this time will be the most powerful Mate in history.

According to echInsights, in the second quarter of 2024, Huawei's global smartphone shipments increased by 49% year-on-year to 11.6 million units. At the same time, the wholesale average selling price (ASP) and wholesale revenue reached record highs due to the large proportion of high-end models (Mate and Pura series combinations). Kaiyuan Securities pointed out that with the stability of the supply chain and R&D breakthroughs, Huawei's mobile phone shipments are expected to reach 80 million to 90 million units by 2025. The arrival of HarmonyOSNEXT will help increase Huawei's sales.

Shanxi Securities pointed out that AI has brought a new round of innovation cycle in consumer electronics. Major smart terminals, such as mobile phones and PCs, are equipped with AI functions to adapt to AI workloads. At the same time, AI is accelerating the innovation of new hardware forms of consumer electronics, and domestic and foreign hardware manufacturers and Internet companies are actively launching AI glasses, AI headphones and other products to find new AI application scenarios. Suppliers of parts and components with technical strength in the upstream of the industrial chain are expected to benefit from this round of consumer electronics terminal innovation.

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 October 31, 2024, the top ten weighted stocks in the CSI Artificial Intelligence Theme Index (930713) are Zhongji Innolight (300308), Hikvision (002415), Cambrian (688256), Xin Yisheng (300502), Weir (603501), Sugon (603019), iFLYTEK (002230), Montage Technology (688008), Unisplendour (000938), Kingsoft Office (688111), the top ten weighted stocks accounted for 52.58% of the total.

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 October 31, 2024, the top 10 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), Kunlun Wanwei (300418), Kaiying Network (002517), Century Huatong (002602), and Topway Information (002261) , Sanqi Mutual Entertainment (Rights Protection) (002555), the top ten weighted stocks accounted for 53.27% of the total.

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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 October 31, 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), Cambrian (688256), Weir (603501), Montage Technology (688008), GigaDevice (603986), EVE (Rights Protection) ( 300014), Changdian Technology (600584), the top ten heavyweights accounted for 51.22% 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).