As of 10:05 on December 20, 2024, AI Artificial Intelligence ETF (512930) rose 0.81%, hitting 3 consecutive gains. The latest price is reported at 1.36 yuan, and the intraday turnover has reached 35.1604 million yuan, with a turnover rate of 3.08%. The CSI Artificial Intelligence Thematic Index (930713) rose 0.77%, the constituent Accelink Technology (002281) rose 10.00%, Yuntian Lifei (688343) rose 7.74%, VeriSilicon (688521) rose 6.36%, Rockchip (603893) rose 5.23%, and Runze Technology (300442) rose 3.66%.

The Consumer Electronics ETF (561600) rose 1.43%, hitting a four-game winning streak. The latest price is reported at 0.85 yuan, and the intraday turnover has reached 7.7007 million yuan, temporarily ranking 1/5 of comparable ETFs, with a turnover rate of 5.07%. The CSI Consumer Electronics Theme Index (931494) rose 1.30% strongly, the constituent stocks SMIC (688981) rose 7.62%, VeriSilicon (688521) rose 6.81%, Weijie Chuangxin (688153) rose 4.95%, Shengbang (300661), Tongfu Microelectronics (002156) and other stocks followed suit.

In terms of scale, the latest scale of AI artificial intelligence ETF reached 1.138 billion yuan. The scale of consumer electronics ETFs has increased by 8.5051 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 share of consumer electronics ETFs has increased by 6.00 million shares in the past two weeks, achieving significant growth, and the new shares rank 3/7 of comparable funds.

In terms of fund inflow, the latest net outflow of AI artificial intelligence ETF was 26.6828 million yuan. In the long run, there have been 6 net inflows of funds in the past 10 trading days, with a total of 49.3832 million yuan and an average daily net inflow of 4.9383 million yuan. In the past 22 trading days, consumer electronics ETFs have attracted a total of 16.6998 million yuan.

The data shows that leveraged funds continue to be deployed. The latest financing purchase amount of AI artificial intelligence ETF reached 11.5134 million yuan, and the latest financing balance reached 43.5686 million yuan.

On the news side, as one of the early leaders in the field of AI video generation, Pika recently announced the launch of the Pika 2.0 model. It is understood that compared with version 1.0, the quality of the model has been greatly improved. While Pika 2.0 continues its creative and social features, it also gets three major upgrades: the Pika 2.0 model has excellent text alignment and stunning visuals; It can also make changes to the elements in the scene, users can upload pictures of different characters, places, etc., and modify the video content. With the launch of Pika 2.0, the company expects to attract more influencers, advertisers, and everyday users to join, further cementing its leading position in the creative AI video space.

According to the CITIC Securities research report, on December 18, ByteDance released the bean bag visual understanding model at the 2024 Volcano Engine FORCE Prime Mover Conference Winter, and the input price of the bean bag visual understanding was 0.003 yuan per thousand tokens, which was 85% lower than the industry average price, leading the input cost of the visual understanding model to officially enter the centistani era. We believe that the Doubao Visual Understanding Model has achieved an excellent level in terms of content recognition ability, comprehension and reasoning ability, and visual description ability, and the low call price of the model is expected to accelerate the invocation of visual processing power on AI terminals, and we are optimistic about the investment opportunities in related links of the industrial chain.

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).