---
title: "The demand for AI computing power continues to explode, and AI-related ETFs are actively traded"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/281450517.md"
description: "As of April 2, 2026, the components of the CSI Artificial Intelligence Theme Index showed mixed performance. The latest quote for the AI Artificial Intelligence ETF from Ping An is CNY 2.11, with a transaction volume of CNY 660,100. The average daily transaction volume over the past year is CNY 161 million, with a total scale of CNY 3.172 billion. The demand for AI computing power continues to grow, and it is expected that by 2025, the market size of China's AI intelligent computing GPU will reach CNY 171.22 billion, with a compound annual growth rate of 56.7%. CITIC Securities predicts that the global semiconductor market will maintain high single-digit growth in 2026"
datetime: "2026-04-02T01:54:13.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/281450517.md)
  - [en](https://longbridge.com/en/news/281450517.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/281450517.md)
---

# The demand for AI computing power continues to explode, and AI-related ETFs are actively traded

As of April 2, 2026, 09:30, the CSI Artificial Intelligence Theme Index (930713) saw mixed performance among its constituent stocks, with Lattice Semiconductor leading with a 1.25% increase, Beijing Junzheng rising by 0.76%, and Heertai up by 0.03%; Huankai New Network led the decline. The latest price for the AI Artificial Intelligence ETF Ping An (512930) is 2.11 yuan.

In terms of liquidity, the AI Artificial Intelligence ETF Ping An had a turnover of 0.02% during the trading session, with a transaction volume of 660,100 yuan. Looking at a longer time frame, as of April 1, the AI Artificial Intelligence ETF Ping An had an average daily transaction volume of 161 million yuan over the past year. In terms of scale, the latest size of the AI Artificial Intelligence ETF Ping An reached 3.172 billion yuan.

On the news front, the demand for AI computing power continues to surge, and domestic AI chip manufacturers are entering a golden development period characterized by technological upgrades, domestic substitution, and application expansion. Frost & Sullivan predicts that the market size of China's AI computing GPU will reach 171.22 billion yuan by 2025, with a compound annual growth rate of 56.7% from 2025 to 2029, climbing to 1,033.34 billion yuan by 2029.

CITIC Securities stated that considering the current upward cycle in storage and the positive demand from downstream, it is expected that the global semiconductor wafer fabrication equipment (WFE) market size will maintain high single-digit percentage year-on-year growth in 2026, with the proportion of storage likely to further increase.

The AI Artificial Intelligence ETF Ping An closely tracks the CSI Artificial Intelligence Theme Index, which selects 50 listed companies that provide basic resources, technology, and application support for artificial intelligence as index samples, reflecting the overall performance of listed companies in the AI theme.

Data shows that as of March 31, 2026, the top ten weighted stocks in the CSI Artificial Intelligence Theme Index (930713) are Xinyi Sheng, Zhongji Xuchuang, Cambricon, Lattice Semiconductor, Zhongke Shuguang, Hikvision, iFlytek, OmniVision Technologies, Chipone Technology, and Runze Technology, with the top ten weighted stocks accounting for a total of 57.43%.

The AI Artificial Intelligence ETF Ping An (512930) has off-exchange connections (Ping An CSI Artificial Intelligence Theme ETF Initiated Connection A: 023384; Ping An CSI Artificial Intelligence Theme ETF Initiated Connection C: 023385; Ping An CSI Artificial Intelligence Theme ETF Initiated Connection E: 024610).

Risk Warning: Funds carry risks, and investment requires caution. The fund manager promises to manage and utilize fund assets based on the principles of honesty, credit, diligence, and responsibility, but does not guarantee that this fund will definitely make a profit, nor does it guarantee a minimum return. The fund manager reminds investors of the "buyer bears the risk" principle in fund investments; after making investment decisions, the investment risks arising from the fund's operational status and changes in net value are borne by the investors themselves. The past performance of the fund and its net value does not indicate its future performance, and the performance of other funds managed by the fund manager does not constitute a guarantee of this fund's performance. Investors purchasing funds may share in the income generated by the fund's investments according to their holdings, but they may also bear losses arising from the fund's investments Investors should carefully read the "Fund Contract," "Prospectus," and other legal documents of the fund, fully understand the risk-return characteristics and product features of this fund, and judge whether the fund is suitable for the investor's risk tolerance based on their investment objectives, investment horizon, investment experience, asset status, etc. Investors should make rational judgments about the market and make investment decisions cautiously. The relevant information in this material is sourced from publicly available materials that the fund manager considers reliable. The relevant opinions, assessments, and forecasts reflect current judgments and may change in the future. Any market opinions contained in this material are based on corresponding assumptions, and any assumptions may change at any time. The fund manager does not promise or guarantee that any predictive market opinions will necessarily be realized. The individual stocks mentioned in the material do not constitute investment recommendations or advice. The fluctuations in the secondary market of ETF funds do not represent the actual return rate of the fund; investors should pay attention to the risks of price fluctuations in the market

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