The trend of the AI glasses industry is clear, and the AIETF (588790) has had a net inflow for 4 consecutive days, and the intraday turnover has exceeded 100 million yuan
DATE:  Mar 25 2025

As of 10:16 on March 25, 2025, the SSE Science and Technology Innovation Board Artificial Intelligence Index (950180) fell by 1.38%. In terms of constituent stocks, Fudan Microelectronics (688385) led the rise by 2.09%, Wasion Information (688100) rose 1.66%, and Anlu Technology (688107) rose 0.44%; Haitian AAC (688787) led the decline by 3.57%, UCD (688158) fell by 2.86%, and Jingchen (688099) fell by 2.78%. Kechuang AIETF (588790) fell 1.77%, with the latest price of 0.61 yuan, and the intraday turnover has reached 101 million yuan, with a turnover rate of 3.84%.

On March 24, 2025, Xiaomi officially launched the MIJIA Smart Audio Glasses 2 through an online press conference. At the press conference, Xiaomi showcased the core functions and design highlights of the product, and announced that it will be officially launched on Xiaomi Mall, Xiaomi Youpin and other platforms at 10:00 am on March 26.

Zhongtai Securities pointed out that AI glasses are in a stage of rapid growth, with the acceleration of multi-vendor entry, rich product matrix, diversified price bands, model loading and AI function upgrade progress, with the future of model upgrading and integration and user function requirements expansion, the multi-modal demand for AI glasses is expected to accelerate growth, and gradually become a multi-scenario universal AI all-round assistant. We believe that the trend of the AI glasses industry is clear, and the release of new products in 2025 will continue to catalyze, so it is recommended to pay attention to the layout of the industrial chain related to AI glasses.

The STAR Market AIETF closely tracks the SSE STAR Market Artificial Intelligence Index, which selects 30 listed companies with large market capitalization that provide basic resources, technology and application support for artificial intelligence as index samples from the STAR Market, so as to reflect the overall performance of the securities of listed companies in the representative AI industry in the STAR Market.

In the long run, as of March 24, 2025, the AIETF has risen by 20.80% since its establishment.

In terms of scale, the latest scale of the AIETF reached 2.658 billion yuan, a new high since its establishment, ranking 1/5 of comparable funds.

In terms of share, the latest share of the AIETF reached 4.297 billion, a new high since its establishment, ranking 1/5 of comparable funds.

From the perspective of net inflow of funds, the AIETF has received continuous net inflows in the past four days, with the highest single-day net inflow of 63.765 million yuan, a total of 180 million yuan of "gold absorption", and an average daily net inflow of 45.0122 million yuan.

In terms of absolute return, as of March 24, 2025, since its establishment, the highest monthly return of the AIETF is 15.59%, the longest consecutive rise is 2 months, the longest streak is 26.17%, the ratio of the number of rising months is 1/0, the average return of the rising month is 15.59%, the monthly profit percentage is 100.00%, and the monthly profit probability is 94.12%.

In terms of drawdown, as of March 24, 2025, the largest drawdown of the AIETF since its inception was 9.54%, which is 0.36% relative to the benchmark.

In terms of fees, the management fee of the AIETF is 0.50%, and the custody fee is 0.10%, which is the lowest among comparable funds.

In terms of tracking accuracy, as of March 24, 2025, the tracking error of the STAR AIETF in the past two months is 0.019%, which is the highest tracking accuracy among comparable funds.

According to the data, as of February 28, 2025, the top 10 weighted stocks of the SSE Science and Technology Innovation Board Artificial Intelligence Index (950180) are Cambrian (688256), Montage Technology (688008), Kingsoft Office (688111), Roborock (688169), Jingchen (688099), VeriSilicon (688521), Hengxuan Technology (688608), Yuntian Lifei (688343), Yuncong Technology (688327), Zhongke Xingtu (688568), the top ten weighted stocks accounted for 68.54% of the total.

STAR AIETF (588790), OTC Connect (Bosera SSE STAR Market Artificial Intelligence ETF Initiator Connect A: 023520; Bosera SSE Science and Technology Innovation Board Artificial Intelligence ETF Initiation Connection C: 023521).

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