As of the close of trading at noon on March 3, 2025, the CSI Artificial Intelligence Industry Index (931071) rose 0.31%, the constituent stock Yonyou Network (600588) rose by 10cm, Shenzhou Taiyue (300002) rose by 4.97%, Kingsoft Office (688111) rose by 4.88%, Rockchip Micro (603893) rose by 3.49%, and EZVIZ Network (688475) rose by 3.20%. Artificial Intelligence ETF (515980) closed up 0.37% in the red in the first half of the day, and once rose more than 1% in the intraday, with a turnover of 112 million yuan and a turnover rate of 4.27%.

In the long run, as of February 28, 2025, artificial intelligence ETFs have risen by 11.33% in the past 1 month. In terms of scale, the latest scale of artificial intelligence ETF reached 2.632 billion yuan. In terms of shares, the latest share of artificial intelligence ETF reached 2.433 billion shares, a new high in the past one year.

From the perspective of net inflow of funds, artificial intelligence ETFs have received continuous net inflows in the past 10 days, with the highest single-day net inflow of 116 million yuan, with a total of 542 million yuan.

The data shows that leveraged funds continue to be deployed. The net purchase amount of artificial intelligence ETF financing reached 11.693 million yuan on the previous trading day, and the latest financing balance reached 112 million yuan.

On February 26, DeepSeek announced that it has open-sourced DeepGEMM, which can bring significant performance improvements to AI training. Previously, DeepSeek has open-sourced two major software libraries, FlashMLA improves decoding efficiency through overclocking acceleration technology, and DeepEP focuses on MoE model communication optimization to make training and inference more efficient.

Tianfeng Securities believes that in the context of the rising expectations of global liquidity easing and the increase in domestic policies to stabilize growth, the risk-return ratio of China's technology assets is prominent, the willingness of foreign capital allocation has rebounded, and the technological breakthrough of DeepSeek and the ecological synergy of leading manufacturers are reshaping the global competitiveness of China's AI industry.

Gao Zhe, fund manager of Quam Artificial Intelligence ETF, said that DeepSeek has brought about an improvement in the fundamental expectations of the AI industry, and the technology growth style is expected to change from theme-driven to fundamental-driven and enter a trend dominance stage. Looking forward to 2025, the artificial intelligence sector has also seen some pullbacks and shocks after continuous gains in the early stage, but it will not change the general trend of the overall vigorous development of the industry. For ordinary investors, the problem of excessive concentration of a single segment can be avoided by laying out the indexation investment of the whole artificial intelligence industry chain (hardware + application + localization substitution).

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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 February 28, 2025, the top ten weighted stocks of the CSI Artificial Intelligence Industry Index (931071) are Cambrian (688256), Sugon (603019), Weir (603501), Zhongji Innolight (300308), iFLYTEK (002230), Kingsoft Office (688111), Xin Yisheng (300502), Montage Technology (688008), Inspur Information (000977), Unisplendour (000938), the top ten weighted stocks accounted for 48.89%.

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.