As of 14:29 on January 7, 2025, the CSI Artificial Intelligence Industry Index (931071) rose 2.90% strongly, with constituent stocks Rockchip (603893), Cambrian (688256) up 8.19%, Allwinner Technology (300458) up 7.58%, VeriSilicon (688521), Sinnet (300383) and other stocks following suit. Artificial Intelligence ETF (515980) rose 2.65%, with an intraday turnover of 86.4367 million yuan and a turnover rate of 4.62%.

In the long run, as of January 6, 2025, artificial intelligence ETFs have risen by 6.21% in the past three months. In terms of scale, the latest scale of artificial intelligence ETF reached 1.845 billion yuan. In terms of shares, the latest share of artificial intelligence ETFs reached 2.041 billion shares, a new high in nearly January.

From the perspective of net inflow of funds, artificial intelligence ETFs have received continuous net inflows in the past 6 days, with the highest net inflow of 125 million yuan in a single day, with a total of 229 million yuan.

The data shows that leveraged funds continue to be deployed. The latest financing purchase amount of artificial intelligence ETF reached 8.5399 million yuan, and the latest financing balance reached 89.4989 million yuan.

On the news side, from January 7 to 10, 2025 local time, the International Consumer Electronics Show (CES 2025), known as the "Spring Festival Gala of Science and Technology", will kick off in Las Vegas, USA. This year, AI will still be the highlight of CES, but a little different from last year is that the focus is further extended from AI to "AI+", in other words, a series of AI applications from smart wearables, robots, software, consumer electronics to the home.

China Galaxy Research Report pointed out that it is expected that by 2028, the scale of China's AI agency market will surge to 852 billion yuan, with a compound annual growth rate of 72.7%. The rapid development of AI agent technology marks the transition from training-based to inference-oriented, and the capital expenditure of enterprises will show a transformation from R&D capital expenditure to operating capital expenditure, and the AI application ecosystem is expected to usher in a prosperous period.

CITIC Securities said that with the in-depth evolution of AI to the industry, the model capabilities of artificial intelligence companies will be raised to a new height in 2025, and the competition for talents and funds will become more and more intense, but at the same time, there will also be opportunities to usher in a period of rapid growth in market share and revenue. In the past two years, the excess returns of US AI companies have been significant, and Chinese AI companies have followed up quickly, and we judge that in the next 1-2 years, Chinese AI companies and assets will bring better excess returns.

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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 December 31, 2024, the top ten weighted stocks of the CSI Artificial Intelligence Industry Index (931071) are Zhongji InnoLight (300308), Sugon (603019), Cambrian (688256), iFLYTEK (002230), Weir (603501), Kingsoft Office (688111), Xinyisheng (300502), Montage Technology (688008), Unisplendour (000938), Inspur Information (000977), the top ten weighted stocks accounted for 51.77% 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.