As of 10:34 on March 18, 2025, the CSI Artificial Intelligence Theme Index (930713) rose 0.53%, the constituent shares Tongfang shares (600100) rose 4.17%, VeriSilicon shares (688521) rose 3.45%, Montage Technology (688008) rose 2.97%, Sangfor (300454) rose 2.97%, and Dahua shares (002236) rose 2.93%. AI Artificial Intelligence ETF (512930) rose more than 1% intraday, and is now up 0.61%, the latest price is 1.48 yuan, and the intraday turnover has reached 60.9723 million yuan, with a turnover rate of 3.13%.

As of 10:32 on March 18, 2025, the CSI Consumer Electronics Theme Index (931494) rose 0.57%, the constituent shareholders of Mountain Precision (002384) rose 5.68%, Tongfang (600100) rose 3.93%, VeriSilicon (688521) rose 2.81%, Montage Technology (688008) rose 2.68%, and Goertek (002241) rose 2.31%. Consumer electronics ETF (561600) rose more than 1% intraday, now up 0.34%, the latest price is 0.9 yuan, and the intraday turnover has reached 8.5448 million yuan, temporarily ranking 1/5 of comparable ETFs, with a turnover rate of 4.76%.

In the long run, as of March 17, 2025, the AI artificial intelligence ETF has risen by 2.94% in the past two weeks. Consumer electronics ETF has risen 0.90% in the past 2 weeks, ranking 1/5 of comparable funds.

In terms of scale, the latest scale of AI artificial intelligence ETF reached 1.932 billion yuan.

In terms of share, the share of consumer electronics ETF has increased by 59 million shares in the past one year, achieving significant growth, and the new share ranks 2/5 of comparable funds.

In terms of capital inflow, AI artificial intelligence ETF has had a net inflow of funds for 4 days in the past 5 trading days, with a total of 42.4991 million yuan of "gold absorption", and an average daily net inflow of 8.4998 million yuan. Consumer electronics ETFs have had a net inflow of funds on the 11th in the past 20 trading days, with a total of 17.56 million yuan.

The data shows that leveraged funds continue to be deployed. The latest financing purchase amount of AI artificial intelligence ETF reached 3.3115 million yuan, and the latest financing balance reached 95.7648 million yuan.

On the news side, on March 17, Shanghai issued the "Several Measures to Promote the Innovation and Development of the Service Industry", which clearly subsidized the selection of special models for AI segmentation, supported large model enterprises to set up industrial ecological funds, and issued computing power coupons and model coupons every year to reduce the cost of enterprises using intelligent computing power and corpora. The "Computing Power Ecological Supermarket" previously launched by Xuhui District further promotes the agglomeration of enterprises and reduces the cost of computing power.

In advance, Xiaomi's large model team fine-tuned the Qwen2-Audio-7B model through the reinforcement learning algorithm GRPO, so that its accuracy on the MMAU evaluation set increased from 49.2% to 64.5%, surpassing GPT-4o. Reinforcement learning methods show unique advantages in audio comprehension and judgment tasks, especially in tasks with significant generation-validation gaps, which are more efficient than supervised learning. Experiments show that the 7B small model can show strong reasoning ability through reinforcement learning, and the output of explicit chain of thought becomes a performance bottleneck, and future research will further optimize the reinforcement learning strategy. Pacific Securities said that it continues to be optimistic about the performance of AI applications and the development of domestic AI.

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 February 28, 2025, the top 10 weighted stocks of the CSI Artificial Intelligence Theme Index (930713) are Cambrian (688256), Weir (603501), Hikvision (002415), Sugon (603019), iFLYTEK (002230), Zhongji Innolight (300308), Montage Technology (688008), Kingsoft Office (688111), Xinyisheng (300502), Unisplendour (000938), the top ten weighted stocks accounted for 50.39% 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 February 28, 2025, the top ten 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), Bilibili-W (09626), JD Health (06618), Kingsoft (03888), Guangguang Media (300251), Topway Information (002261), the top ten weighted stocks accounted for 57.23%.

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 February 28, 2025, the top 10 weighted stocks of the CSI Consumer Electronics Theme Index (931494) are Luxshare Precision (002475), SMIC (688981), BOE A (000725), Cambrian (688256), Weir (603501), Montage Technology (688008), GigaDevice (603986), Industrial Fortune Union (601138), Goertek (002241), EVE Lithium Energy (300014), the top ten weighted stocks accounted for 53.86% 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).