As of 13:19 on January 24, 2025, the CSI Artificial Intelligence Industry Index (931071) rose 2.39%, the constituent stocks Thunderstar (300496) rose 15.95%, Yonyou Network (600588), Kingsoft Office (688111) rose 8.15%, Runze Technology (300442), EZVIZ Network (688475) and other stocks followed suit. Artificial Intelligence ETF (515980) rose 2.17%, with an intraday turnover of 88.3727 million yuan and a turnover rate of 4.54%.

In terms of scale, the latest scale of artificial intelligence ETF reached 1.923 billion yuan. In terms of fund inflow, the latest net inflow of artificial intelligence ETF was 35.386 million yuan.

The data shows that leveraged funds continue to be deployed. The net purchase amount of artificial intelligence ETF financing reached 2.2049 million yuan on the previous trading day, and the latest financing balance reached 76.8308 million yuan.

In terms of absolute return, as of January 23, 2025, the highest monthly return of the AI ETF since its inception is 30.38%, the longest consecutive month is 3 months, and the longest consecutive increase is 43.97%.

On the news side, according to the official WeChat account of the Bank of China, according to the "Bank of China Action Plan for Supporting the Development of the Artificial Intelligence Industry Chain", the Bank of China plans to provide special comprehensive financial support with a total scale of no less than 1 trillion yuan for various entities in the whole artificial intelligence industry chain in the next five years, of which the total amount of stocks and debts is not less than 300 billion yuan, and at the same time establish a special system guarantee that is compatible with the innovation of artificial intelligence technology to serve the financial needs of all links in the industrial chain.

Ping An Securities believes that AI is the focus of competition among various countries, and China, as an important participant, has also made positive progress in large models and applications, and is expected to continue to increase investment in the underlying infrastructure to meet demand and competitive needs.

The CITIC Securities research report pointed out that on January 21, 2025, the United States announced the establishment of the "Stargate" project by OpenAI, SoftBank and Oracle, which is expected to invest at least $500 billion in artificial intelligence infrastructure within 4 years, and the project will immediately invest $100 billion, Arm Holdings, Microsoft, Nvidia, Oracle, OpenAI will be the initial technology partners. CITIC Securities believes that the global AI infrastructure investment boom continues. In the short term, the large-scale capital investment represented by Stargate is expected to form a strong support for the overseas computing power industry chain; In the medium and long term, the demand for domestic computing power is also expected to continue to increase.

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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.