as of 09:44 on March 5, 2024, the China securities artificial intelligence theme index (930713) rose 0.48 percent, the constituent cambrian (688256) rose 6.54 percent, Dahua shares (002236) rose 4.46 percent, cloud cong technology (688327) rose 3.17 percent, guangxun technology (002281) rose 2.86 percent, and huiding technology (603160) rose 2.77 percent. AI Artificial Intelligence ETF(512930.SH) turned red up 0.25 percent, hitting 4 consecutive gains. The latest price is 1.19 yuan, and the intraday turnover has reached 13.4929 million yuan, with a turnover rate of 2.08.

Looking at the long run, as of March 4, 2024, the AI Artificial Intelligence ETF(512930.SH) has risen 10.43 percent in the past week. In terms of scale, the latest size of the AI AI ETF reached a near 1-year high of $0.65 billion billion.

from the perspective of net capital inflow, AI artificial intelligence ETF has received continuous net capital inflow in the past 4 days, with a maximum net inflow of 30.7228 million yuan in a single day, totaling 75.608 million yuan, with an average daily net inflow of 18.902 million yuan.

Credit: Wind

on the news, on Monday, local time, artificial intelligence concept stocks led the rise in us stocks, while ultramicro computers rose more than 18%, hitting a record high. It is understood that in the past year, the stock price of Ultramicro computers included in the S & P 500 has risen by nearly 1000, making it the hottest "AI darling" in the market ". Since the beginning of 2024 alone, Ultramicro's market value has increased by about $44 billion, bringing its total market value to about $60 billion. The two leading AI chip stocks both hit new intraday highs, AMD rose 4.1 percent and Avida rose more than 3 percent, both hitting record closing highs for three consecutive days. Among them, Avida's market value reached US $2.13 trillion, surpassing Saudi Aramco to become the world's third largest company, second only to Microsoft and Apple.

Huajin Securities pointed out that multi-factor verification of the global AI computing boom is expected to run through the year. 1) According to Nvidia's latest quarterly results, Nvidia's revenue and net profit significantly exceeded previous guidelines. Moreover, Avida further raised its guidelines for the next fiscal quarter, indicating that the global demand for AI computing power will remain strong. 2)OpenAI released Sora video to generate a large model. Through the adoption of new data processing and training methods, the visual performance effect has been greatly improved. In the long run, the multimodal model represented by Sora will significantly drive the demand for underlying computing power, especially reasoning side computing power; 3) Overseas technology giants, including Meta, Google, Microsoft, etc. have disclosed their annual computing power plans or capital expenditures, including Meta's proposed purchase plan to add 350000 new Nvidia H100GPU by the end of 24 years. It can be seen that the arms race of the first tier of large model manufacturers will continue this year.

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

data show that as of February 29, 2024, the top 10 heavyweights in China securities artificial intelligence theme index (930713) are haikangweishi (002415), zhongji xuchuang (300308), hkust xunfei (002230), weir (603501), jinshan office (688111), zhongke shuguang (603019), purple light (000938), lanqi technology (688008), xinyisheng (300502) and wave information (000977), the top ten weighted stocks together accounted for 50.47 per cent.