Institutions: The AI sector is expected to usher in a return to valuation, and AI artificial intelligence ETFs and consumer electronics ETFs have received funds against the market the day before
DATE:  Apr 08 2025

As of 13:55 on April 8, 2025, the CSI Consumer Electronics Theme Index (931494) fell by 4.03%, and the CSI Artificial Intelligence Theme Index (930713) fell by 2.66%.

Consumer electronics ETF (561600) fell 4.68%, with the latest price of $0.69. AI Artificial Intelligence ETF (512930) fell 4.34%, with the latest price at 1.15 yuan.

In terms of liquidity, consumer electronics ETFs changed hands by 11.17% intraday, with a turnover of 17.5579 million yuan, and AI artificial intelligence ETFs changed hands by 6.87% intraday, with a turnover of 117 million yuan, and the market was actively traded.

In terms of fund inflow, the latest net inflow of funds for consumer electronics ETFs was 3.6965 million yuan, and the latest net inflows for AI artificial intelligence ETFs were 18.2525 million yuan.

On the news side, the Artificial Intelligence Terminal Benchmark and Intelligent Classification Seminar of the Electronic Information Department of the Ministry of Industry and Information Technology was held at the China Academy of Information and Communications Technology.

At the meeting, Xu Wenli, deputy director of the Electronic Information Department of the Ministry of Industry and Information Technology, suggested: first, it is necessary to gather industry consensus and coordinate the development of benchmarking and intelligent grading in the artificial intelligence terminal working group; the second is to carry out pilot applications to accelerate the implementation of benchmarks and grading methods; the third is to promote dynamic adjustment to adapt to the sustainable development of the technology industry; Fourth, strengthen publicity and promotion, and constantly improve the public's awareness.

China Galaxy Securities Research believes that the artificial intelligence sector has been driven by technologies such as DeepSeek since 2025, and has continued to rise during the year, accumulating a large number of profits in the short term, and the market has the need to consume short-term rapid rises and overvaluations, superimposed on factors such as external tariff frictions, the market will adjust in the short term, and the sector is expected to return to a reasonable valuation level.

The investment opportunities of related products AI Artificial Intelligence ETF (512930), Consumer Electronics ETF (561600) and Online Consumer ETF Fund (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 March 31, 2025, the top ten weighted stocks of the CSI Artificial Intelligence Theme Index (930713) are Cambrian (688256), Hikvision (002415), Weir (603501), Sugon (603019), Montage Technology (688008), Zhongji InnoLight (300308), iFLYTEK (002230), Xin Yisheng (300502), Kingsoft Office (688111), Unisplendour (000938), the top ten weighted stocks accounted for 49.82%.

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 index samples 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 March 31, 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), Kunlun Wanwei (300418), the top ten weighted stocks accounted for 57.55%.

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 March 31, 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), Industrial Fortune Union (601138), GigaDevice (603986), Goertek (002241), EVE Lithium Energy (300014), the top ten weighted stocks accounted for 53.05% of the total.

Related Products:

AI Artificial Intelligence ETF (512930);

Online Consumer ETF Fund (159793);

Consumer Electronics ETF (561600), OTC Feeder (Class A:015894; Category C: 015895).

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