AI ETF E Fund (159819) packages the entire AI industry chain with one click

As of 10:32, the CSI Artificial Intelligence Theme Index (930713) fell 0.32%. Among its constituents, Eoptolink fell 2.37%, InnoLight rose 0.96%, Cambricon fell 0.22%, Montage Technology fell 0.15%, Sugon rose 0.93%, Hikvision rose 0.42%, iFlytek fell 0.36%, OmniVision fell 0.68%, VeriSilicon fell 4.66%, and Runze Technology rose 2.87%. As of April 22, the CSI Artificial Intelligence Theme Index has risen 99.12% over the past year.

The E Fund Artificial Intelligence ETF (159819) tracks the CSI Artificial Intelligence Theme Index. As of the previous trading day, the fund's average daily turnover over the past month was 566 million yuan, ranking first among its peers. Its active on-exchange trading and strong liquidity can meet investors' large-volume trading needs.

On the news front, Google Cloud released two eighth-generation TPU chips: the 8T focused on training and the 8I for inference scenarios, with the core aim of reducing inference costs and supporting the scaling of AI agents. They are expected to be available for supply later this year. Google also launched the Gemini enterprise-grade agent platform, addressing shortcomings in memory and collaboration to enter the automation gateway. Against the backdrop of surging inference demand, Google is challenging the dominance of NVIDIA and OpenAI by restructuring computing power and positioning itself at the application layer.

On the policy front, the 2026 Government Work Report clearly proposed to continuously promote the digital transformation of the manufacturing industry and the "AI+" initiative, aiming to increase the added value of core digital economy industries to over 10.5% of GDP. On April 21, relevant authorities issued the "Opinions on Promoting the Expansion and Quality Improvement of the Service Industry," emphasizing the in-depth implementation of the "AI+" initiative, supporting the procurement of large models and agent services, and moderately advancing the construction of computing power infrastructure. The Ministry of Industry and Information Technology also clarified that it will accelerate the development of specialized large models and high-quality datasets in the consumer goods sector to promote AI technology in enhancing consumer experience.

Changjiang Securities believes that as the commercialization of AI applications accelerates, and referencing the U.S. AI trajectory where capital expenditure leads commercialization by about a year, AI applications are also about to reach a commercialization inflection point in 2026. Shanghai Securities points out that the structural decline in computing power costs and improvements in model efficiency are driving the global AI industry from the "technology arms race" phase into the critical turning point of "commercialization realization."

The E Fund Artificial Intelligence ETF (159819) adopts a relatively low fee structure within the industry, with a management fee of 0.15% per year and a custody fee of 0.05% per year, significantly lower than similar funds, providing long-term holders with a more attractive cost advantage. The low-fee design aligns with ETF investment characteristics, helping investors capture the growth dividends of the AI industry at a lower cost.