As of 09:57 on September 26, 2024, AI Artificial Intelligence ETF (512930) rose 0.63%, hitting 4 consecutive gains. The latest price was reported at 0.95 yuan, and the intraday turnover has reached 7.6145 million yuan. The CSI Artificial Intelligence Thematic Index (930713) rose 0.92%, the constituent Hengxuan Technology (688608) rose 3.88%, Taiji (002368) rose 2.71%, E-Hualu (300212) rose 2.55%, VeriSilicon (688521) rose 2.16%, and Xin Yisheng (300502) rose 2.15%.

The Consumer Electronics ETF (561600) rose 0.65%, hitting three consecutive gains. The latest price is 0.62 yuan, and the intraday turnover has reached 3.2002 million yuan, temporarily ranking 1/5 of comparable ETFs, with a turnover rate of 3.45%. The CSI Consumer Electronics Index (931494) that tracks the index rose 0.56%, the constituent stocks Longsys (301308) rose 3.87%, GigaDevice (603986) rose 3.07%, VeriSilicon (688521) rose 2.16%, Deep Technology (000021) rose 1.91%, and Shenzhen Tianma A (000050) rose 1.78%.

In the long run, as of September 25, 2024, the AI artificial intelligence ETF has risen by 5.82% in the past 1 week, ranking first among comparable funds. Consumer Electronics ETF has risen 5.80% over the last 1 week.

In terms of scale, the latest scale of AI artificial intelligence ETF reached 796 million yuan, a new high in nearly January. The scale of consumer electronics ETFs has increased by 8.857 million yuan in the past 1 month, achieving significant growth, and the new scale ranks 2/7 of comparable funds.

In terms of shares, the share of consumer electronics ETFs has increased by 10 million since the beginning of this month, achieving significant growth, and the new shares rank 2/7 of comparable funds.

The data shows that leveraged funds continue to be deployed. The latest financing purchase amount of AI artificial intelligence ETF reached 3.2468 million yuan, and the latest financing balance reached 11.7223 million yuan.

From the perspective of valuation, the latest price-to-earnings ratio (PE-TTM) of the CSI Artificial Intelligence Theme Index tracked by the AI Artificial Intelligence ETF is only 41.26 times, which is at the quantile of 9.62% in the past 1 year, that is, the valuation is lower than 90.38% in the past 1 year, which is at a historical low. The latest price-to-earnings ratio (PE-TTM) of the CSI Consumer Electronics Theme Index tracked by the Consumer Electronics ETF is only 33.62 times, which is at the 10.7% quantile in the past 1 year, that is, the valuation is lower than the time of more than 89.3% in the past 1 year, which is at a historical low.

On the news side, according to Huawei's autumn all-scene new product launch conference, Huawei's native HarmonyOS will open public beta on October 8, and the first batch of devices to support public beta include Huawei Mate X 5 series, Huawei Mate 60 series, and Huawei Mate Pad Pro 13.2-inch series.

According to statistics from research institutions, the global market share of HarmonyOS will reach 4% in the first quarter of 2024. In the Chinese market, HarmonyOS surpassed iOS for the first time to become the second largest operating system in the market. In addition, the 5G penetration rate of the HarmonyOS has risen to 50% from 9% in the first quarter of 2023.

Guohai Securities believes that the current HarmonyOSNEXT only takes one year to launch 1W+ applications and meta-services, and covers 99.9% of the users, the HarmonyOS ecosystem continues to mature, with the emergence of the flywheel effect of the OS platform, the HarmonyOS native ecological applications will usher in "fission" growth, and the application development market with a scale of millions and tens of millions will be opened.

The investment opportunities of related products such as AI Artificial Intelligence ETF (512930), online consumer ETF Ping An (159793) and Consumer Electronics ETF (561600) 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 August 30, 2024, the top 10 weighted stocks of the CSI Artificial Intelligence Theme Index (930713) are Hikvision (002415), Zhongji InnoLight (300308), Weir (603501), Xin Yisheng (300502), iFLYTEK (002230), Sugon (603019), Cambrian (688256), Montage Technology (688008), Unisplendour (000938), Kingsoft Office (688111), the top ten weighted stocks accounted for 53.57% of the total.

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 the index sample 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 August 30, 2024, the top 10 weighted stocks of the CSI Shanghai-Hong Kong-Shenzhen Online Consumption Theme Index (931481) are Meituan-W (03690), Tencent Holdings (00700), Kuaishou-W (01024), iFLYTEK (002230), Bilibili-W (09626), Sanqi Mutual Entertainment (002555), JD Health (06618), Kaiying Network (002517), Century Huatong (002602), Kunlun Wanwei (300418), the top ten weighted stocks accounted for 54.34% of the total.

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 August 30, 2024, the top 10 weighted stocks of the CSI Consumer Electronics Theme Index (931494) are Luxshare Precision (002475), BOE A (000725), SMIC (688981), Fortune Federation of Industry (601138), Weir (603501), Cambrian (688256), Goertek (002241), GigaDevice (603986), Montage Technology (688008), Changdian Technology (600584), the top ten weighted stocks accounted for 52.15% of the total.

Related Products:

AI Artificial Intelligence ETF (512930);

Online Consumer ETF Ping An (159793);

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