As of 09:43 on March 28, 2025, the CSI Artificial Intelligence Theme Index (930713) rose 0.23%, the constituent stocks Runze Technology (300442) rose 3.50%, Rockchip Micro (603893) rose 3.20%, Sinnet (300383) rose 2.59%, Baoxin Software (600845) rose 2.53%, and E-Hualu (300212) rose 1.70%. AI Artificial Intelligence ETF (512930) rose 0.22%, the latest price was 1.37 yuan, and the intraday turnover has reached 12.661 million yuan, with a turnover rate of 0.65%.

As of 09:42 on March 28, 2025, the CSI Consumer Electronics Theme Index (931494) fell 0.11%. In terms of constituent stocks, Dongshan Precision (002384) led by 2.47%, Shanghai Silicon Industry (688126) rose 2.22%, and Weir shares (603501) rose 0.93%; VeriSilicon (688521) led the decline by 3.00%, Lens Technology (300433) fell 2.75%, and Xingsen Technology (002436) fell 1.57%. Consumer electronics ETF (561600) is long and short, the latest price is 0.85 yuan, and the intraday turnover has reached 856,300 yuan, with a turnover rate of 0.46%.

In the long run, as of March 27, 2025, the AI artificial intelligence ETF has risen by 32.08% in the past six months, ranking 1/3 of comparable funds. Consumer electronics ETFs have risen 26.56% in the past six months.

In terms of scale, the scale of AI artificial intelligence ETF has increased by 20.7698 million yuan in the past week, achieving significant growth, and the new scale ranks 1/3 of comparable funds. The latest scale of consumer electronics ETF reached 185 million yuan, a new high in nearly one year.

In terms of shares, the latest share of AI artificial intelligence ETF reached 1.425 billion shares, a new high in the past one year. The share of consumer electronics ETF has increased by 2 million shares in the past week, achieving significant growth, and the new share ranks 1/5 of comparable funds.

From the perspective of net inflow of funds, AI artificial intelligence ETF has received continuous net inflow of funds in the past 7 days, with the highest net inflow of 49.3338 million yuan in a single day, with a total of 167 million yuan of "gold absorption" and an average daily net inflow of 23.9048 million yuan. In the past 10 trading days, consumer electronics ETFs have attracted a total of 13.9985 million yuan.

The data shows that leveraged funds continue to be deployed. The latest financing purchase amount of AI artificial intelligence ETF reached 6.1576 million yuan, and the latest financing balance reached 101 million yuan.

On the news side, in the early morning of March 27, Alibaba released and open-sourced the first end-to-end full-modal large model Tongyi Qianwen Qwen2.5-Omni-7B, which can process multiple inputs such as text, images, audio and video at the same time, and generate text and natural speech synthesis output in real time. In the authoritative multimodal fusion task OmniBench and other evaluations, Qwen2.5-Omni has set a new industry record, far surpassing similar models such as Google's Gemini-1.5-Pro in all dimensions. Developers and enterprises can download the commercial Qwen2.5-Omni for free, and mobile phones and other terminal smart hardware can also be easily deployed and run.

Up to now, the number of derivative models of Qianwen Qwen in the AI open source community at home and abroad has exceeded 100,000, surpassing the Llama series models in the United States and is recognized as the world's first open source model. Previously, Alibaba Group CEO Wu Yongming announced that in the next three years, Alibaba will invest more than 380 billion yuan to build cloud and AI hardware infrastructure, a total of more than the sum of the past ten years.

Tianfeng Securities pointed out that the commercialization of AI applications will be rapidly implemented in 2025, the cost structure is expected to tilt towards R&D expenditure, and software companies are expected to release performance. It is recommended to pay attention to: enterprise-level AI software; content creation tools; marketing and customer service platform; AI is expected to enable vertical scenarios such as education, finance, and healthcare to achieve customer growth and payment penetration.

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).