As of 14:27 on March 3, 2025, the CSI Artificial Intelligence Thematic Index (930713) fell by 1.05%. In terms of constituent stocks, Yonyou Network (600588) led the rise by 7.08%, Rockchip Micro (603893) rose 3.48%, and EZVIZ Network (688475) rose 2.91%; Cambrian (688256) led the decline by 5.96%, Accelink Technology (002281) fell by 5.64%, and Xinyisheng (300502) fell by 4.74%. AI Artificial Intelligence ETF (512930) fell 1.04%, the latest price was 1.42 yuan, and the intraday turnover has reached 136 million yuan, with a turnover rate of 7.9%.

As of 14:28 on March 3, 2025, the CSI Consumer Electronics Theme Index (931494) fell by 0.98%. In terms of constituent stocks, EVE Lithium Energy (300014) led the rise of 8.22%, Dangsheng Technology (300073) rose 6.25%, and Shengbang shares (300661) rose 4.68%; Longcheer Technology (603341) led the decline by 6.88%, Dongshan Precision (002384) fell by 6.64%, and Cambrian (688256) fell by 6.07%. Consumer electronics ETF (561600) fell 0.90%, the latest price was 0.88 yuan, and the intraday turnover has reached 21.2262 million yuan, with a turnover rate of 12.32%.

In the long run, as of February 28, 2025, consumer electronics ETFs have risen by 0.91% in the past two weeks, ranking 2/5 of comparable funds. AI Artificial Intelligence ETF has risen 11.47% in recent January.

In terms of scale, the latest scale of AI artificial intelligence ETF reached 1.723 billion yuan.

In terms of share, the share of consumer electronics ETF has increased by 21 million in the past six months, achieving significant growth, and the new share ranks 2/5 of comparable funds. The latest share of AI artificial intelligence ETF reached 1.199 billion shares, a new high.

From the perspective of net inflow of funds, consumer electronics ETFs have received continuous net inflows in the past 6 days, with the highest net inflow of 4.6919 million yuan in a single day, with a total of 15.7541 million yuan of "gold absorption", and an average daily net inflow of 2.6257 million yuan. AI artificial intelligence ETF has received continuous net inflow of funds in the past 5 days, with the highest net inflow of 98.8302 million yuan in a single day, with a total of 277 million yuan of "gold absorption" and an average daily net inflow of 55.3991 million yuan.

The data shows that leveraged funds continue to be deployed. The latest financing purchase amount of AI artificial intelligence ETF reached 19.845 million yuan, and the latest financing balance reached 85.8716 million yuan.

Small noodles

On the news side, on March 1, DeepSeek released the "Overview of the DeepSeek-V3/R1 Inference System", which comprehensively revealed the key secrets behind the V3/R1 inference system. Most notably, the article discloses for the first time key information such as DeepSeek's theoretical costs and profit margins. According to reports, assuming that the GPU rental cost is $2/hour, the total cost is $87,072/day; If all tokens are calculated according to DeepSeek R1 pricing, the total revenue for a theoretical day is $562027/day, and the cost-to-profit margin is 545%.

Recently, according to the Jinjiang Municipal Affairs Service Center, the 2.0 version of the "Jinkuaiban" government service platform launched by the center has been officially connected to DeepSeek, a leading large language model in China.

Recently, DeepSeek's "Circle of Friends" has expanded rapidly. Local governments at all levels have become a boom in connecting to DeepSeek to provide government services to citizens. Guotai Junan Securities believes that the integration of DeepSeek into the government process will help the government greatly improve efficiency. As a key area closely related to people's lives, government services are facing an urgent need for continuous optimization and upgrading. With the expansion of application scenarios, the demand for local computing power or the computing power demand of state-owned cloud will continue to be released, and government IT enterprises and state-owned cloud operators are expected to fully benefit.

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 February 28, 2025, the top 10 weighted stocks of the CSI Artificial Intelligence Theme Index (930713) are Cambrian (688256), Weir (603501), Hikvision (002415), Sugon (603019), iFLYTEK (002230), Zhongji Innolight (300308), Montage Technology (688008), Kingsoft Office (688111), Xinyisheng (300502), Unisplendour (000938), the top ten weighted stocks accounted for 50.39% of the total.

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 February 28, 2025, the top ten weighted stocks of the CSI Shanghai-Hong Kong-Shenzhen Online Consumer Theme Index (931481) are Alibaba-W (09988), Tencent Holdings (00700), Meituan-W (03690), Kuaishou-W (01024), iFLYTEK (002230), Bilibili-W (09626), JD Health (06618), Kingsoft (03888), Guangguang Media (300251), Topway Information (002261), the top ten weighted stocks accounted for 57.23%.

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 February 28, 2025, 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), Montage Technology (688008), GigaDevice (603986), Industrial Fortune Union (601138), Goertek (002241), EVE Lithium Energy (300014), the top ten weighted stocks accounted for 53.86% 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).