As of 09:42 on November 15, 2024, AI Artificial Intelligence ETF (512930) rose 0.59%, the latest price was 1.37 yuan, and the intraday turnover has reached 15.403 million yuan, with a turnover rate of 1.65%. The CSI Artificial Intelligence Theme Index (930713) () rose 0.88%, the constituent stocks 360 (601360) rose 10.01%, Kunlun Wanwei (300418) rose 6.68%, iFLYTEK (002230) rose 6.66%, Runze Technology (300442) rose 5.52%, and Yuncong Technology (688327) rose 4.99%.

Consumer electronics ETF (561600) rose 0.35%, the latest price was 0.85 yuan, and the intraday turnover has reached 2.3791 million yuan, temporarily ranking 1/5 of comparable ETFs, with a turnover rate of 1.79%. The CSI Consumer Electronics Theme Index (931494) rose 0.42%, the constituent stocks Changdian Technology (600584) rose 7.47%, Xiamen Tungsten New Energy (688778) rose 2.55%, GigaDevice (603986) rose 2.15%, Crystal Optoelectronics (002273) rose 1.94%, and Sunwoda (300207) rose 1.57%.

The data shows that leveraged funds continue to be deployed. The net purchase amount of AI artificial intelligence ETF reached 9.0666 million yuan on the previous trading day, and the latest financing balance reached 43.6818 million yuan. In terms of scale, the scale of consumer electronics ETFs has increased by 46.7646 million yuan in the past three months, achieving significant growth, and the new scale ranks 2/7 of comparable funds. In terms of shares, the share of consumer electronics ETFs increased by 20 million shares in the past three months, achieving significant growth, and the new shares ranked 2/7 of comparable funds.

On the news side, on November 15, Qianhai and Bao'an, Shenzhen, held a conference on artificial intelligence application innovation achievements. At that time, the Huawei (Shenzhen) Global Embodied Intelligence Industry Innovation Center will start operations and hold a signing ceremony for selected partners.

In 2022, Huawei set foot in humanoid robots for the first time, and in June 2024, the "Kuafu" humanoid robot equipped with the Pangu model was unveiled at the Huawei Developer Conference. The machinery team of Kaiyuan Securities believes that Huawei has the same capabilities as Tesla, and has already established an ecosystem in the field of robotics. At present, it has the advantages of AI and large model software, and at the same time has the external conditions to realize vehicle-machine collaboration, and has the core competitive advantage of developing the humanoid robot industry. Referring to the smart selection model of the previous car, the trends of its partners are worth paying attention to.

The investment opportunities of related products such as AI Artificial Intelligence ETF (512930), Consumer Electronics ETF (561600) and online consumer ETF Ping An (159793) 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 October 31, 2024, the top ten weighted stocks in the CSI Artificial Intelligence Theme Index (930713) are Zhongji Innolight (300308), Hikvision (002415), Cambrian (688256), Xin Yisheng (300502), Weir (603501), Sugon (603019), iFLYTEK (002230), Montage Technology (688008), Unisplendour (000938), Kingsoft Office (688111), the top ten weighted stocks accounted for 52.58% 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 October 31, 2024, the top 10 weighted stocks of the CSI Shanghai-Hong Kong-Shenzhen Online Consumer Theme Index (931481) are Meituan-W (03690), Tencent Holdings (00700), Kuaishou-W (01024), iFLYTEK (002230), Bilibili-W (09626), Kunlun Wanwei (300418), Kaiying Network (002517), Century Huatong (002602), and Topway Information (002261) , Sanqi Mutual Entertainment (002555), the top ten weighted stocks accounted for 53.27% 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 October 31, 2024, the top 10 weighted stocks of the CSI Consumer Electronics Theme Index (931494) are Luxshare Precision (002475), BOE A (000725), SMIC (688981), Industrial Fortune Union (601138), Cambrian (688256), Weir (603501), Montage Technology (688008), GigaDevice (603986), EVE Lithium Energy (300014), Changdian Technology (600584), the top ten weighted stocks accounted for 51.22% 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).