Peking University and ByteDance jointly established a joint laboratory for bean bag large models, AI artificial intelligence ETF (512930) fluctuated and turned red intraday, and the latest share of consumer electronics ETF (561600) hit a new high in nearly one year
DATE:  Dec 16 2024

As of 10:55 on December 16, 2024, AI Artificial Intelligence ETF (512930) rose 0.15%, the latest price was 1.32 yuan, and the intraday turnover has reached 35.5794 million yuan, with a turnover rate of 3.14%. The CSI Artificial Intelligence Index (930713) rose 0.25%, while the constituents Yuntian Lifei (688343) rose 12.88%, Accelink (002281) rose 10.00%, VeriSilicon (688521) rose 9.41%, Montage Technology (688008) rose 3.97%, and Cambrian (688256) rose 3.71%.

Consumer electronics ETF (561600) fell 0.25%, the latest price was 0.81 yuan, and the intraday turnover has reached 4.9401 million yuan, with a turnover rate of 3.23%. The CSI Consumer Electronics Index (931494) rose 0.08%, VeriSilicon (688521) rose 10.26%, Xingsen Technology (002436) rose 6.72%, Shengyi Technology (600183) rose 6.06%, GigaDevice (603986) rose 4.89%, and Montage Technology (688008) rose 3.72%.

In terms of scale, the latest scale of AI artificial intelligence ETF reached 1.134 billion yuan. The scale of consumer electronics ETFs has increased by 8.953 million yuan in the past one week, achieving significant growth, and the new scale ranks 3/7 of comparable funds. In terms of shares, the latest share of consumer electronics ETFs reached 188 million, a new high in the past one year, ranking 3/7 of comparable funds.

In terms of fund inflow, the latest net inflow of AI artificial intelligence ETF was 9.2788 million yuan. In the long run, there have been 3 net inflows of funds in the past five trading days, with a total of 65.5182 million yuan and an average daily net inflow of 13.1036 million yuan. The latest net inflow of consumer electronics ETF was 2.4506 million yuan. In the long run, there have been 4 net inflows of funds in the past five trading days, with a total of 11.4955 million yuan of "gold absorption", and an average daily net inflow of 2.2991 million yuan.

The data shows that leveraged funds continue to be deployed. The net purchase amount of AI artificial intelligence ETF reached 2.1682 million yuan on the previous trading day, and the latest financing balance reached 48.6313 million yuan.

On the news side, recently, the signing ceremony of Peking University-ByteDance "Doubao Large Model System Software Joint Laboratory" and the academic seminar of "Intelligent Software Technology and Ecology for Large Models" were held in the Yingjie Exchange Center of Peking University. The experts at the meeting agreed that it is of great significance to promote the deep integration of industry, university and research to promote the breakthrough of artificial intelligence core technology, and the establishment of the joint laboratory is an important milestone in the collaborative innovation of schools and enterprises, which will rely on the advantages of both parties to jointly promote the technological innovation and application development of large model system software.

Huatai Securities said that ByteDance launched two new video AI models, PixelDance V1.4 and Seaweed, which have greatly improved performance. These models improve the coherence and quality of video generation through innovative technologies, and are suitable for a variety of scenarios, such as short dramas, micro-films, and e-commerce marketing. The new model achieves breakthroughs in lens switching consistency and multi-agent interaction, which is expected to accelerate the implementation of AI applications in the media industry.

In recent years, Internet manufacturers such as BAT and Byte have actively invested in the AI industry, and have formed a comprehensive layout from models to platforms, and finally to applications and devices. As the commercialization of AI gradually enters the landing stage, especially Agent, AI glasses, AI headphones, AI toys and other products have attracted market attention, and the AI industry is expected to further 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 November 29, 2024, the top ten weighted stocks of the CSI Artificial Intelligence Theme Index (930713) are Sugon (603019), Cambrian (688256), Zhongji Innolight (300308), Hikvision (002415), iFLYTEK (002230), Weir (603501), Xinyisheng (300502), Kingsoft Office (688111), Montage Technology (688008), Unisplendour (000938), the top ten weighted stocks accounted for 53.07%.

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 November 29, 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), Kunlun Wanwei (300418), Bilibili-W (09626), Keying Network (002517), Kingsoft (03888), BlueFocus (300058), Jingdong Health (06618), the top ten weighted stocks accounted for 52.08%.

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 November 29, 2024, the top ten weighted stocks of the CSI Consumer Electronics Theme Index (931494) are Luxshare Precision (002475), SMIC (688981), BOE A (000725), Cambrian (688256), Industrial Fortune Union (601138), Weir (603501), Montage Technology (688008), Goertek (002241), EVE Lithium Energy (300014), GigaDevice (603986), the top 10 weighted stocks accounted for 51.66% 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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