At 2 a.m. Beijing time on December 6, OpenAI held the debut of the "12 Days and 12 Live Broadcasts" event. On the first day of the event, OpenAI released the "full blood version" of the inference model o1 and ChatGPT Pro.

On December 6, 2024, the three major A-share indexes rose collectively in early trading, as of midday, the Shanghai Composite Index rose 1.23%, the Shenzhen Component Index rose 1.79%, the ChiNext Index rose 2.49%, and the Beijing Stock Exchange 50 Index rose 0.69%, with a half-day turnover of 1,166.9 billion yuan, an increase of 219.6 billion yuan from the previous day; Penny stocks, AI applications, big finance, big infrastructure and other directions led the gains.

In terms of ETFs, as of noon close, the CSI Artificial Intelligence Industry Index (931071) rose 1.85% strongly, the constituent stocks Yuntian Lifei (688343) rose 6.08%, Dahua shares (002236) rose 5.15%, EZVIZ Network (688475) rose 4.95%, Kunlun Wanwei (300418), Rock Technology (688169) and other stocks followed suit. Artificial Intelligence ETF (515980) closed up 1.52% in the first half of the day, with a turnover of 87.3057 million yuan and a turnover rate of 4.7%.

In terms of scale, the latest scale of artificial intelligence ETF reached 1.846 billion yuan. In terms of capital inflow, in the long run, artificial intelligence ETFs have had a net inflow of funds for 6 days in the past 10 trading days, with a total of 45.5954 million yuan.

The data shows that leveraged funds continue to be deployed. The latest financing purchase amount of artificial intelligence ETF reached 12.7211 million yuan, and the latest financing balance reached 75.7419 million yuan.

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 (TeleAI) 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. 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 related sectors.

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CSI Artificial Intelligence Industry Index closely tracks the CSI Artificial Intelligence Industry Index, which constructs an index system based on the proportion of artificial intelligence business, growth level and market capitalization scale from the companies that provide basic resources, technology and application support for artificial intelligence, and selects 50 most representative securities of listed companies as index samples to reflect the overall performance of the securities of listed companies in the artificial intelligence industry.

According to the data, as of November 29, 2024, the top ten weighted stocks of the CSI Artificial Intelligence Industry Index (931071) are Sugon (603019), Zhongji Innolight (300308), Cambrian (688256), iFLYTEK (002230), Kingsoft Office (688111), Xinyisheng (300502), Weir (603501), Desay SV (002920), Inspur Information (000977), Hikvision (002415), the top ten weighted stocks accounted for 52.41% of the total.

Investors who do not have a stock account can also access the AI ETF OTC (Class A: 008020; Category C: 008021) Layout of investment opportunities in the sector.

Note: The artificial intelligence industry is greatly affected by market demand, national policies and international political situation, and the stock prices of relevant listed companies may fluctuate greatly, which in turn will lead to large fluctuations in the net value of the Fund and may result in principal losses. The companies and individual stocks mentioned in this article are for example only and do not constitute any investment advice.

Risk Warning: Funds/stock markets are risky, so you need to be cautious when investing. The discussion of the securities market and the artificial intelligence industry in this article is only based on the current research views of the securities market and related industries, and the views involved may be adjusted or changed with the market in the future based on the uncertainty and variability of the market environment. The content of this article is only for the purpose of investor communication, and does not constitute advice or opinions on investment by any institution or individual, nor does it constitute a commitment or guarantee for investors' investment returns. The information in this article is compiled from publicly available information, and the accuracy and completeness of the text and data contained in this article are not guaranteed, and no person shall be liable for any loss arising from the use of all or part of the contents of such reports. Before purchasing a fund, investors should carefully read the fund legal documents such as the Fund Contract, the Prospectus and the Product Key Facts Statement to understand the risk-return characteristics of the fund, and judge whether the fund is suitable for the investor's risk tolerance based on their own investment objectives, investment period, investment experience, asset status, etc. Investors should prudently participate in fund/stock market investment based on their personal risk tolerance and investment experience.