As of 13:13 on January 21, 2025, the CSI Artificial Intelligence Industry Index (931071) rose 1.72%, the constituent stocks Allwinner Technology (300458) rose 15.40%, EZVIZ Network (688475) rose 10.60%, Jingchen shares (688099) rose 8.04%, and individual stocks such as Xiechuang Data (300857) and Rockchip Micro (603893) followed suit. Artificial Intelligence ETF (515980) rose 1.58%, hitting 3 consecutive gains, with an intraday turnover of 78.8332 million yuan and a turnover rate of 4.04%.

In terms of scale, the latest scale of artificial intelligence ETF reached 1.928 billion yuan, a new high in nearly January. In terms of capital inflow, in the long run, artificial intelligence ETFs have had a net inflow of funds for 7 days in the past 13 trading days, with a total of 51.7843 million yuan.

The data shows that leveraged funds continue to be deployed. The net purchase amount of artificial intelligence ETF financing reached 1.4348 million yuan on the previous trading day, and the latest financing balance reached 74.7037 million yuan.

Recently, the National Artificial Intelligence Industry Investment Fund Partnership (Limited Partnership) was established with a capital contribution of 60.06 billion yuan. Partners include: Guozhi Investment (Shanghai) Private Equity Fund Management Co., Ltd. (hereinafter referred to as Guozhi Private Equity) and China Integrated Circuit Industry Investment Fund Phase III Co., Ltd. (hereinafter referred to as Big Fund Phase III).

Huaxin Securities said that computing chips and memory chips will become key nodes in the industrial chain, and in addition to continuous investment in semiconductor equipment and materials, the third phase of the big fund is more likely to take HBM chips as a key investment direction.

In terms of news, on the morning of January 21, the country's first heterogeneous humanoid robot training ground was officially opened, which can accommodate more than 100 humanoid robots for training at the same time. In the future, Shanghai will focus on promoting the construction of the "1+N" virtual and real integration training ground, accelerating the application of the landing, and promoting the integration of humanoid robots and large models.

CITIC Securities believes that in 2025, the model capabilities of artificial intelligence companies will be raised to a new height, 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 quickly followed suit, and the research report judges that in the next 1-2 years, global AI investment opportunities are expected to migrate from US assets to Chinese companies.

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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.