As of 10:25 on January 10, 2025, the latest price of AI Artificial Intelligence ETF (512930) is 1.25 yuan, and the intraday turnover has reached 32.1796 million yuan, with a turnover rate of 2.77%. The CSI Artificial Intelligence Thematic Index (930713), which tracks the index, fell 0.03%. In terms of constituent stocks, Cambrian (688256) led the rise of 7.10%, VeriSilicon (688521) rose 5.49%, and Jingjiawei (300474) rose 4.31%; Zhongji InnoLight (300308) led the decline by 5.83%, Xinyisheng (300502) fell by 4.38%, and Sugon (603019) fell by 3.74%.

Consumer electronics ETF (561600) once rose more than 1%, the latest price was reported at 0.81 yuan, and the intraday turnover has reached 19.1206 million yuan, temporarily ranking 1/5 of comparable ETFs, with a turnover rate of 11.82%, and the market is actively trading. The CSI Consumer Electronics Index (931494) is up 0.72%, the constituent Changdian Technology (600584) is up 10.00%, Cambrian (688256) is up 7.48%, VeriSilicon (688521) is up 5.70%, SMIC (688981) is up 5.14%, and Tongfu Microelectronics (002156) is up 4.94%.

In terms of scale, the latest scale of AI artificial intelligence ETF reached 1.16 billion yuan, a new high in the past one year. The scale of consumer electronics ETFs has increased by 11.4826 million yuan in the past one week, achieving significant growth, and the new scale ranks 3/7 of comparable funds.

In terms of shares, the shares of AI artificial intelligence ETF have increased by 19 million shares in the past 1 week, achieving significant growth, and the new shares rank 1/3 of comparable funds. The share of consumer electronics ETF has increased by 8.00 million shares in the past 1 week, achieving significant growth, and the new share ranks 3/7 of comparable funds.

In terms of fund 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 54.0132 million yuan. Consumer electronics ETFs have had a net inflow of funds for 3 days in the past 5 trading days, with a total of 12.7014 million yuan.

The data shows that leveraged funds continue to be deployed. The latest financing purchase amount of AI artificial intelligence ETF reached 1.8153 million yuan, and the latest financing balance reached 43.6765 million yuan.

On the news side, at this year's CES exhibition, a variety of AI companion products were exhibited. Tombot brought Jennie, a mechanical pet dog specifically designed to accompany elderly patients with Alzheimer's and other types of dementia; It can make puppy sounds and wag its tail, but cannot interact with real animals. The popularity of domestic AI toys and AI companion robot tracks is also high. According to market research, companion robots cover a wide range of user groups such as children, youth, and the elderly, and the potential market demand for companion robots in China is nearly one trillion yuan.

Industrial Securities said that with the significant improvement of the voice interaction ability of GPT40 and the bean bag large model, as well as the significant reduction of inference costs, the end-side AI application is expected to be intensively implemented. AI toys are expected to become one of the fastest AI terminals due to their significantly improved interactive experience, less hardware-side restrictions in non-serious use scenarios, and lower AI-based costs.

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 December 31, 2024, the top ten weighted stocks of the CSI Artificial Intelligence Theme Index (930713) are Cambrian (688256), Hikvision (002415), Zhongji InnoLight (300308), Sugon (603019), iFLYTEK (002230), Weir (603501), Xin Yisheng (300502), Montage Technology (688008), Kingsoft Office (688111), Unisplendour (000938), the top ten weighted stocks accounted for 53.23%.

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 December 31, 2024, the top 10 weighted stocks of the CSI Shanghai-Hong Kong-Shenzhen Online Consumer Theme Index (931481) are Tencent Holdings (00700), Alibaba-W (09988), Meituan-W (03690), Kuaishou-W (01024), iFLYTEK (002230), Bilibili-W (09626), JD Health (06618), Kunlun Wanwei (300418), Kingsoft (03888), Yonghui Supermarket (601933), the top ten heavyweight stocks accounted for 55.77% of the total.

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 December 31, 2024, the top 10 weighted stocks of the CSI Consumer Electronics Theme Index (931494) are Luxshare Precision (002475), SMIC (688981), BOE A (000725), Cambrian (688256), Weir (603501), Industrial Fortune Union (601138), Montage Technology (688008), GigaDevice (603986), Goertek (002241), Changdian Technology (600584), the top ten weighted stocks accounted for 53.39% 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).