As of 14:02 on February 18, 2025, the CSI Artificial Intelligence Theme Index (930713) fell by 1.97%. In terms of constituent stocks, Donghua Software (002065) led by 9.99%, Weir (603501) rose 6.31%, and Tuowei Information (002261) rose 5.66%; Sinnet (300383) led the decline by 10.59%, Runze Technology (300442) fell by 7.76%, and Beijing Junzheng (300223) fell by 6.97%. AI Artificial Intelligence ETF (512930) fell 2.08%, the latest price was 1.46 yuan, and the intraday turnover has reached 162 million yuan, with a turnover rate of 11.07%.

The CSI Consumer Electronics Index (931494) fell 1.16%. In terms of constituent stocks, Weir shares (603501) led by 6.29%, Kinwong Electronics (603228) rose 6.00%, and Shengyi Technology (600183) rose 4.75%; Beijing Junzheng (300223) led the decline by 6.66%, Weijie Chuangxin (688153) fell by 5.38%, and Guanghong Technology (300735) fell by 4.81%. Consumer electronics ETF (561600) fell 1.23%, the latest price was 0.88 yuan, and the intraday turnover has reached 11.3781 million yuan, with a turnover rate of 7.05%.

In the long run, as of February 17, 2025, the AI artificial intelligence ETF has risen by 3.61% in the past 1 week, ranking 1/3 of comparable funds. Consumer Electronics ETF has risen 1.25% over the past 1 week.

In terms of scale, the latest scale of AI artificial intelligence ETF reached 1.474 billion yuan. The scale of consumer electronics ETFs has increased by 33.9782 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 increased by 23 million in the past three months, achieving significant growth, and the new shares ranked 3/7 of comparable funds.

In terms of fund inflow, the latest net inflow of AI artificial intelligence ETF was 26.769 million yuan. In the long run, there have been 5 net inflows of funds in the past 9 trading days, with a total of 71.8182 million yuan and an average daily net inflow of 7.9798 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 3.0738 million yuan, and the latest financing balance has reached 73.0146 million yuan.

Many places have announced that DeepSeek has been applied to government systems. The Guangzhou Municipal Government Affairs and Data Administration has officially deployed the DeepSeek-R1 and V3 671B large models on the government extranet. It is also understood that Shenzhen officially provides DeepSeek model application services to all districts and departments in the city based on the government cloud environment.

Minsheng Securities pointed out that DeepSeek open source has given cloud service providers a low threshold for deploying world-class AI important applications, and cloud service companies can make up for DeepSeek's own computing power shortage and large-scale user service deployment problems, the market demand of cloud service providers is expected to usher in broad opportunities, and government cloud is expected to accelerate its development as an important segment. With the combination of its deep industry understanding and AI, SaaS leaders ushered in re-evaluation opportunities; Intelligent computing is leading a new wave of data center development, and AIDC has broad long-term prospects.

On February 16, Musk announced on the social platform X that the Grok3 model will be officially released at 8 p.m. local time on Monday (12 p.m. Beijing time on February 18), and a live demonstration will be held at the same time. On February 14, Baidu announced that it will launch the Wenxin Model 4.5 series in the coming months, and will be officially open source from June 30. On February 13, OpenAI CEO Altman announced that OpenAI will launch a model called GPT-5 in the coming months.

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).