AI application ETF - online consumer ETF Ping An (159793) rose nearly 3%, covering the AI application of AH shares
DATE:  Feb 10 2025

As of 09:47 on February 10, 2025, the CSI Shanghai-Hong Kong-Shenzhen Online Consumer Theme Index (931481) rose 2.43% strongly, the constituent stocks Tuowei Information (002261) rose 10.01%, Zhejiang Digital Culture (600633) rose 10.01%, Guangguang Media (300251) rose 8.31%, Shunwang Technology (300113), Wanda Film (002739) and other stocks followed suit. Ping An (159793), an online consumer ETF, rose 2.99% to the latest price of 0.9 yuan, and the intraday trading volume continued to widen.

The CSI Artificial Intelligence Theme Index (930713) rose 1.30% strongly, the constituent stocks Tuowei Information (002261) rose 10.01%, Shenzhen Sanda A (000032) rose 9.30%, Yonyou Network (600588) rose 5.69%, Inspur Information (000977), Sangfor (300454) and other stocks followed suit. AI artificial intelligence ETF (512930) rose 1.07%, the latest price was 1.42 yuan, and the intraday turnover has reached 57.4214 million yuan, with a turnover rate of 4.02%.

The CSI Consumer Electronics Theme Index (931494) rose 0.07%, the constituent stocks Kodali (002850) rose 4.00%, Cambrian (688256) rose 3.35%, Beijing Junzheng (300223) rose 2.79%, VeriSilicon (688521) rose 2.47%, and Pengding Holdings (002938) rose 2.42%. Consumer electronics ETF (561600) fell 0.11%, the latest price was 0.87 yuan, and the intraday turnover has reached 3.9151 million yuan, with a turnover rate of 2.32%.

In the long run, as of February 7, 2025, the online consumer ETF Ping An has risen by 10.13% in the past two weeks, ranking 1/2 of comparable funds. AI Artificial Intelligence ETF has risen by 6.52% over the past 2 weeks. Consumer electronics ETF has risen 2.70% over the past 2 weeks.

In terms of scale, the latest scale of online consumer ETF Ping An reached 40.554 million yuan, a new high in nearly January, ranking 1/2 of comparable funds. The latest scale of AI artificial intelligence ETF reached 1.412 billion yuan, a new high in the past one year. The scale of consumer electronics ETFs has increased by 12.0416 million yuan in recent January, achieving significant growth, and the new scale ranks 3/7 of comparable funds.

In terms of share, the share of online consumer ETF Ping An increased by 2.00 million shares in the past three months, achieving significant growth, and the new share ranked 1/2 of comparable funds. The latest share of AI artificial intelligence ETF reached 1.007 billion shares, a new high in nearly one year. The share of consumer electronics ETFs has increased by 24 million shares in the past three months, achieving significant growth, and the new shares rank 3/7 of comparable funds.

In terms of fund inflow, the latest net inflow of AI artificial intelligence ETF was 25.219 million yuan. In the long run, there have been 3 net inflows of funds in the past 4 trading days, with a total of 193 million yuan of "gold absorption", and an average daily net inflow of 48.2745 million yuan.

The data shows that leveraged funds continue to be deployed. The latest financing purchase amount of AI artificial intelligence ETF reached 15.1519 million yuan, and the latest financing balance reached 54.3272 million yuan.

The price of DeepSeek has increased, and the three major operators have fully integrated the DeepSeek large model. DeepSeek price increase. At present, the preferential price trial period of the DeepSeek-V3 API service has ended, and it will be adjusted to a new price from February 9th: 0.5 yuan (cache hit) / 2 yuan (cache misses) per million input tokens, and 8 yuan per million output tokens. The Operation Monitoring and Coordination Bureau of the Ministry of Industry and Information Technology released the relevant information on the communication business during the Spring Festival in 2025. It is mentioned that to promote the inclusive application of the latest AI technology, the three basic telecom companies have fully accessed the DeepSeek open source model to realize the application in multiple scenarios and products, and provide exclusive computing solutions and supporting environments for the popular DeepSeek-R1 model to help release the performance of domestic large models.

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 January 27, 2025, the top ten weighted stocks of the CSI Artificial Intelligence Theme Index (930713) are Cambrian (688256), Hikvision (002415), Zhongji Innolight (300308), Sugon (603019), iFLYTEK (002230), Weir (603501), Xinyisheng (300502), Montage Technology (688008), Kingsoft Office (688111), Unisplendour (000938), the top ten weighted stocks accounted for 52.15%.

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 January 28, 2025, the top 10 weighted stocks of the CSI Shanghai-Hong Kong-Shenzhen Online Consumer Theme Index (931481) are Alibaba-W (09988), Tencent Holdings (00700), Meituan-W (03690), Kuaishou-W (01024), iFLYTEK (002230), JD Health (06618), Bilibili-W (09626), Kingsoft (03888), Kunlun Wanwei (300418), Yonghui Supermarket (601933), the top ten weighted stocks accounted for 56.17% 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 January 27, 2025, the top ten weighted stocks of the CSI Consumer Electronics Theme Index (931494) are Luxshare Precision (002475), SMIC (688981), BOE A (000725), Cambrian (688256), Weir (603501), Industrial Fortune Union (601138), GigaDevice (603986), Montage Technology (688008), Goertek (002241), Changdian Technology (600584), the top ten weighted stocks accounted for 53.44% 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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