as of January 5, 2024, AI artificial intelligence ETF(512930.SH) has widened its intraday shock premium, with the latest offer of 1.06 yuan.

from the perspective of net capital inflow, AI AI ETF has received continuous net capital inflow in the past 6 days, with a maximum net inflow of 6.5331 million yuan in a single day, totaling 17.5849 million yuan.

Credit: Wind, as of January 4, 2024

on the news, 17 departments jointly issued the "data elements x" three-year action plan (2024-2026), proposing to create more than 300 typical application scenarios with strong demonstration, high display and wide driving force by the end of 2026, with the average annual growth rate of the data industry exceeding 20%. The Action Plan proposes to support the development of large models with scientific data, dig deep into all kinds of scientific data and scientific literature, build a scientific knowledge resource base through fine-grained knowledge extraction and multi-source knowledge fusion, build high-quality corpora and basic scientific data sets, and support the development and training of large models of artificial intelligence.

In recent years, artificial intelligence technology is being increasingly applied to all walks of life and various fields. At present, the intelligent learning machine market has set off the trend of AI upgrading, and some technology companies with technical capabilities are creating new products with large model education applications. The agency believes that with the changing educational environment in the future, as well as external drivers such as online education and iterative AI technology, learning machines are expected to become popular products again.

relevant organizations believe that AI development is shifting from software-led to hardware + software-driven parallel, and intelligent equipment, as the ultimate carrier for AI to reach users, is becoming an important breakthrough for AI's future development and landing. Since 23H2, various terminal manufacturers and chip manufacturers have started intensive layout of end-side AI. The integration of AI models with mobile phones/PC/wearable devices/XR will bring long-lost innovations in software, hardware and ecology to the terminal industry, resulting in innovative interactive methods and audio and visual experiences. The curtain of end-side AI has already been opened.

AI artificial intelligence ETF(512930.SH) closely tracks the CSI artificial intelligence theme index. the CSI artificial intelligence theme index selects 50 listed company securities whose businesses involve providing basic resources, technology and application support for artificial intelligence from the Shanghai and Shenzhen markets as index samples to reflect the overall performance of listed company securities with artificial intelligence theme.

Hualong Securities pointed out that generative artificial intelligence training has a strong dependence on data, large model training data payment will become the trend. The close integration of big data and AI, and users' growing concern about personal privacy and security have become the driving force for the development of the data element industry. The country's attention to data management is increasing, and relevant measures and management methods will be frequent in 2023. In October 2023, the National Data Bureau was officially established. The "entry" of digital assets will also be officially implemented on January 1, 2024. In the industry, manufacturers of data rights and data processing are expected to benefit.

The data shows that as of December 29, 2023, the top ten heavyweights in the China Securities Artificial Intelligence Theme Index (930713) are Hekangweishi (002415), HKUST Xunfei (002230), Weir (603501), Jinshan Office (688111), Zhongji Xuchuang (300308), Lanqi Technology (688008), Zhongke Shuguang (603019), Ziguang (000938), UFIDA (600588) and Dahua (002236), with the top ten heavyweights accounting for 47.28.