as of 09:57 on may 15, 2024, China securities artificial intelligence theme index (930713) rose 0.20 percent, component kehua data (002335) rose 2.40 percent, xinyisheng (300502) rose 2.15 percent, zhongji xuchuang (300308) rose 2.13 percent, guangxun technology (002281) rose 2.06 percent, and tongfang shares (600100) rose 0.87 percent. AI Artificial Intelligence ETF(512930) rose 0.36 percent to its latest price of 1.11 yuan, with intraday turnover reaching 16.6532 million yuan and a turnover rate of 1.9 percent.

from the perspective of net capital inflow, AI artificial intelligence ETF has received continuous net capital inflow in the past 6 days, with a maximum net inflow of 19.9984 million yuan in a single day, totaling 69.2861 million yuan, with an average daily net inflow of 11.5477 million yuan.

Credit: Wind

The data shows that leveraged funds continue to be laid out. The net purchase amount of AI Artificial Intelligence ETF financing on the previous trading day reached 1.0534 million yuan, and the latest financing balance reached 10.5447 million yuan.

on the news, on may 14, local time, the Google I/O developer conference was officially held. Google announced a series of "Google AI family barrels" at the conference and released a number of AI applications. At the conference, Google launched Gemini 1.5 Pro, and the context length will reach an astonishing 2 million token. Google officials announced new artificial intelligence models, including a Wen Sheng video model Veo, which is quite similar to OpenAI's Sora. Its universal AI assistant project Project Astra and its AI voice chat function Live are quite similar to the GPT-4o function launched by OpenAI the day before. At the same time, Google search will be reshaped by Gemini, and the form will be completely changed from now on! No longer need to click into the search results, but by multi-step reasoning AI Overview to do everything.

on may 14, Alibaba group released the fourth quarter and full year results of fiscal year 2024. The financial report shows that Alibaba Group's revenue in the fourth quarter was 221.874 billion yuan, a year-on-year increase of 7%, exceeding market expectations; revenue in the 2024 fiscal year reached 941.168 billion yuan, a year-on-year increase of 8%; adjusted EBITA increased by 12% year-on-year to 165.028 billion yuan, and adjusted net profit An increase of 11% to 157.479 billion yuan. Alibaba Group CEO said: "We are pleased to see the accelerated growth of customers and related cloud computing revenue for AI products. We will continue to firmly execute our strategic focus and seize growth opportunities for the future."

the same evening, Tencent released the first quarter of 2024 earnings. The financial report shows that the company achieved operating income of 159.501 billion yuan in the quarter, a year-on-year increase of 6%, gross profit of 83.87 billion yuan, a year-on-year increase of 23%, and net profit (Non-IFRS) of 50.265 billion yuan, a year-on-year increase of 54%. Tencent also continues to strengthen shareholder returns and increase buybacks. According to the first quarter report of 2024, Tencent bought back HK $14.8 billion in the first quarter. On May 14, Tencent announced a comprehensive upgrade of its mixed-yuan Wensheng map model and opened its source to the outside world. The relevant person in charge of Tencent said: "This time, the latest generation of models is completely open-sourced in the hope of sharing Tencent's practical experience and research results in the field of literature and graphics with the industry, building an open-source ecology of Chinese literature and graphics, and accelerating the development of the large model industry."

Galaxy Securities pointed out that with the continuous iterative updating of various large artificial intelligence models since 2023, the intelligence level of the current mainstream large artificial intelligence models has reached a considerable level. The release of the GPT-4o marks a breakthrough in the convenience and ease of use of the artificial intelligence model, taking into account the subsequent free opening of the GPT-4o to users, the rapid growth of the number of users is high certainty, artificial intelligence on the C- side of the influence is expected to increase, optimistic about the development prospects of the relevant vertical applications.

investors who are concerned about artificial intelligence, AI application development, entertainment consumption and online shopping can seize investment opportunities through online consumption ETF Ping An (159793) and AI artificial intelligence ETF(512930).

online consumption ETF Ping An (159793) closely tracks the CSI Shanghai-Hong Kong-Shenzhen online consumption theme index. The CSI Shanghai-Hong Kong-Shenzhen online consumption theme index selects 50 listed companies' securities whose main businesses involve online shopping, express logistics, film and television entertainment, online games, live video broadcasting, online education and telemedicine as index samples from the mainland and Hong Kong markets, to reflect the overall performance of the securities of online consumer-themed listed companies in the Mainland and Hong Kong markets.

Data show that as of April 30, 2024, the top ten heavyweights in the Shanghai-Hong Kong-Shenzhen Online Consumer Theme Index (931481) are Meituan-W(03690), Tencent Holdings (00700), Fast Track-W(01024), Shun Feng Holdings (002352), HKUST Xunfei (002230), Kunlun Wanwei (300418), Jingdong Health (06618), Century Huatong (002602), yuantong express (600233) and Beili-W(09626), the top ten weighted stocks together accounted for 58.57 per cent.

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

data show that as of April 30, 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), xinyisheng (300502), zhongke shuguang (603019), purple light (000938), lanqi technology (688008), wave information (000977), the top ten weighted stocks together accounted for 51.88 per cent.