As of 13:17 on December 18, 2024, AI Artificial Intelligence ETF (512930) rose 1.39%, with the latest price at 1.31 yuan, and the intraday turnover has reached 50.0694 million yuan, with a turnover rate of 4.44%. The tracking index CSI Artificial Intelligence Theme Index (930713) rose 1.74% strongly, the constituent Hengxuan Technology (688608) rose 16.92%, Jingchen (688099) rose 9.41%, Rockchip Micro (603893) rose 8.96%, Beijing Junzheng (300223), Sinnet (300383) and other stocks followed suit.

Consumer electronics ETF (561600) rose 1.62%, the latest price was 0.82 yuan, and the intraday turnover has reached 5.2156 million yuan, temporarily ranking 2/5 of comparable ETFs, with a turnover rate of 3.44%. The tracking index CSI Consumer Electronics Theme Index (931494) rose 1.80% strongly, the constituent stocks GigaDevice (603986) rose 10.00%, Beijing Junzheng (300223) rose 7.70%, Longsys (301308) rose 5.27%, VeriSilicon (688521), Shenzhen Tianma A (000050) and other stocks followed suit.

In the long run, as of December 17, 2024, the AI artificial intelligence ETF has risen by 43.76% in the past 3 months. The consumer electronics ETF has risen 34.90% in the past 3 months.

In terms of scale, the latest scale of AI artificial intelligence ETF reached 1.126 billion yuan. The scale of consumer electronics ETFs has increased by 10.0072 million yuan in the past two weeks, achieving significant growth, and the new scale ranks 3/7 of comparable funds.

In terms of shares, the latest share of AI artificial intelligence ETF reached 875 million, a new high in the past six months. The share of consumer electronics ETF has increased by 2 million shares in the past 1 week, achieving significant growth, and the new share ranks 2/7 of comparable funds.

From the perspective of net inflow of funds, AI artificial intelligence ETF has received continuous net inflows in the past three days, with the highest net inflow of 11.6828 million yuan in a single day, with a total of 23.575 million yuan and an average daily net inflow of 7.8583 million yuan. In the past 10 trading days, consumer electronics ETFs have attracted a total of 10.6882 million yuan.

The data shows that leveraged funds continue to be deployed. The latest financing purchase amount of AI artificial intelligence ETF reached 4.8769 million yuan, and the latest financing balance reached 45.6673 million yuan.

On the news side, on December 19, the developer forum of the Volcano Engine Winter FORCE Conference will be opened, focusing on the practice of Volcano Engine in the development, application and landing of large models; From the technical concepts and principles behind the Volcano Ark platform, to how to expand the boundaries of AI applications in large model applications such as Bean Bao MarsCode and buttons; In addition, Volcano Engine will also launch an AI+ Hardware Leap Program with Espressif Systems and ToyCity.

Northeast Securities believes that under the premise that the domestic large model is gradually maturing and the reasoning cost is rapidly reduced, the relevant application scenarios have been gradually explored and formed, and the budgeting of downstream customers such as the government and enterprises is more inclined, next year will become a big year for domestic AI software and hardware from 1 to N, driving the rapid release of the performance of relevant leading applications and hardware companies.

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).

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