As of 10:02 on December 6, 2024, the latest price of AI Artificial Intelligence ETF (512930) is 1.3 yuan, and the intraday turnover has reached 27.0935 million yuan. The CSI Artificial Intelligence Thematic Index (930713), which tracks the index, fell 0.08%. In terms of constituent stocks, EZVIZ Network (688475) led the rise by 5.65%, Yuncong Technology (688327) rose 3.97%, and Roborock Technology (688169) rose 3.90%; Hengxuan Technology (688608) led the decline by 5.22%, VeriSilicon (688521) fell 2.72%, and Cambrian (688256) fell 2.15%.

Consumer electronics ETF (561600) fluctuated in the red, with the latest price of 0.81 yuan, and the intraday turnover has reached 3.5951 million yuan. The tracking index, the CSI Consumer Electronics Theme Index (931494), fluctuated intraday. In terms of constituent stocks, Shengyi Technology (600183) led by 4.83%, Pengding Holdings (002938) rose 3.08%, and Goertek (002241) rose 3.00%; VeriSilicon (688521) led the decline by 2.84%, Cambrian (688256) fell 2.55%, and Kodali (002850) fell 2.48%. Elimination

In terms of scale, the latest scale of AI artificial intelligence ETF reached 1.043 billion yuan, a new high in nearly January. The scale of consumer electronics ETFs has increased by 15.2242 million yuan in the past two weeks, achieving significant growth, and the new scale ranks 1/7 of comparable funds. In terms of shares, the share of consumer electronics ETFs has increased by 16 million shares in the past two weeks, achieving significant growth, and the new shares rank 1/7 of comparable funds.

In terms of capital inflow, AI artificial intelligence ETF has had a net inflow of funds for 3 days in the past 5 trading days, with a total of 37.7657 million yuan and an average daily net inflow of 7.5531 million yuan. In the past 10 trading days, consumer electronics ETFs have attracted a total of 13.4131 million yuan.

The data shows that leveraged funds continue to be deployed. AI artificial intelligence ETF has been net bought by leveraged funds for 5 consecutive days, with the highest single day net buying of 10.604 million yuan, and the latest financing balance reached 47.1188 million yuan.

On December 4, local time, OpenAI CEO Sam Altman said that there will be a live broadcast every day for the next 12 working days. In a total of 12 live broadcasts, the company will present some new products or samples. It is understood that the new product includes the long-awaited text-to-video tool Sora and a new inference model. Sora is a new product unveiled by OpenAI at the beginning of the year, and it has been in the state of invitation for internal testing this year.

Since the advent of Sora, video generation models have begun to flourish, and the emergence of a variety of products has attracted wide attention in the market. Recently, there have been new developments in video generation models. On December 3, Tencent Hybrid Model announced the launch of video generation capabilities, officially joining the fiercely competitive video generation track. On the same day, China Telecom Artificial Intelligence Research Institute released the first video generation model based on the Xingchen large model at the "TeleAI Developer Conference" held on the 3rd. Minsheng Securities pointed out that overseas multi-modal large models have opened the "circle of competence" of AI applications, and the AI application space has been further expanded. Li Yang of Industrial Securities believes that with the continuous iteration of AIGC technology, there will be more AI explosive products in the future, and continue to drive the growth of the media market.

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 November 29, 2024, the top ten weighted stocks of the CSI Artificial Intelligence Theme Index (930713) are Sugon (603019), Cambrian (688256), Zhongji Innolight (300308), Hikvision (002415), iFLYTEK (002230), Weir (603501), Xinyisheng (300502), Kingsoft Office (688111), Montage Technology (688008), Unisplendour (000938), the top ten weighted stocks accounted for 53.07%.

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 November 29, 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), Kunlun Wanwei (300418), Bilibili-W (09626), Keying Network (002517), Kingsoft (03888), BlueFocus (300058), Jingdong Health (06618), the top ten weighted stocks accounted for 52.08%.

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 November 29, 2024, the top ten weighted stocks of the CSI Consumer Electronics Theme Index (931494) are Luxshare Precision (002475), SMIC (688981), BOE A (000725), Cambrian (688256), Industrial Fortune Union (601138), Weir (603501), Montage Technology (688008), Goertek (002241), EVE Lithium Energy (300014), GigaDevice (603986), the top 10 weighted stocks accounted for 51.66% 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).