OpenAI plans to establish a "data market", AI artificial intelligence ETF(512930.SH) to help grasp the rise of AI computing power investment opportunities
DATE:  Apr 09 2024

as of 10:55 on April 9, 2024, AI artificial intelligence ETF(512930.SH) rebounded intraday and its decline narrowed. the latest quotation was 1.08 yuan, and the intraday turnover had reached 29.7482 million yuan, with a turnover rate of 3.16. Tracking index constituents were mixed, led by Baoxin Software (600845) up 4.22 per cent, Hengxuan Technology (688608) up 3.58 per cent and SZT (300454) up 3.28 per cent.

Looking at the long run, as of April 8, 2024, the AI AI ETF has risen 6.77 percent in the past March. In terms of scale, the AI Artificial Intelligence ETF increased by 0.117 billion yuan in the past 2 weeks, achieving significant growth, with the new scale ranking 1/3 of comparable funds.

in terms of capital inflow, the latest net capital inflow of AI artificial intelligence ETF was 6.5716 million yuan. Looking at it over a long period of time, there has been a net inflow of funds on 6 days in the past 8 trading days, totaling 0.225 billion yuan, with an average daily net inflow of 28.15 million yuan.

On the news, it is understood that AI companies such as OpenAI and Anthropic are trying to find enough information to train the next generation of artificial intelligence models. The growing problem of data shortage is crucial for training the next generation of powerful models. In the face of this challenge, AI startups and Internet manufacturers began to find new ways to solve the bottleneck of computing power and data. A few days ago, Microsoft joined hands with OpenAI to invest hundreds of billions of dollars to develop a new artificial intelligence supercomputer code-named "Stargate" to solve the problem of computing power.

at the beginning of this year, OpenAI released Sora, the first literary video model, bringing exponential explosive growth to future computing power. China Galaxy Securities said it continues to be bullish on upstream computing infrastructure investment opportunities. Sora is a "milestone" in the development of artificial intelligence, promoting the accelerated arrival of the AGI era, the demand for computing power will continue to explode, and continue to be optimistic about investment opportunities in the industrial chain.

Wanlian Securities believes that to grasp the digital, intelligent dual main line. It is recommended to pay attention to the investment opportunities brought about by the whole industry chain of data elements, public data operation, enterprise data value and international data product listing, and pay attention to the new model launch to boost the demand for the AI industry chain, the accelerated landing of the domestic AI model, and the investment opportunities of AIPC and intelligent driving industry chain.

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 March 29, 2024, the top 10 heavyweights in the China securities artificial intelligence theme index (930713) are haikangweishi (002415), zhongji xuchuang (300308), hkust xunfei (002230), weir shares (603501), Jinshan office (688111), zhongke shuguang (603019), ziguang shares (000938), xinyisheng (300502), wave information (000977) and lanqi technology (688008), the top ten weighted stocks together accounted for 50.57 per cent.

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