Industry ETF Barometer | ETF trading has become active again, with 7 ChiNext Artificial Intelligence ETFs rising over 7% in half a day

Everyday Reporter: Liu Mingtao Everyday Editor: Xiao Ruidong

This morning, ETF trading resumed active, with the Science and Technology Innovation Chip ETF from Harvest (588200) achieving a half-day trading volume exceeding 2 billion yuan. Six industry and thematic ETFs, including the Semiconductor Equipment ETF from Guotai (159516), also surpassed 1 billion yuan in half-day trading volume. In terms of cross-border ETFs, the Hong Kong Innovative Drug ETF from Guangfa (513120) had a half-day trading volume exceeding 5 billion yuan.

On the ETF gainers list, this morning, artificial intelligence, gold, and the semiconductor industry chain collectively surged, showing a strong rebound. Among them, seven ChiNext artificial intelligence-related ETFs had a half-day increase exceeding 7%, leading the entire industry and thematic ETFs.

From an investment perspective, the current generation of smart terminals is developing towards an intelligent native direction based on large models and centered around intelligent agents, ultimately achieving a new paradigm of interconnected intelligence and collaborative wisdom. In this process, the connotation of the new generation of smart terminals has undergone profound evolution—artificial intelligence is no longer an additional feature of the terminal but is deeply integrated into the chip, operating system, perception interaction, and connection architecture as the intelligent core. Thus, the new generation of smart terminals has fully materialized into artificial intelligence terminals. It is foreseeable that AI will further become the top-level strategy and key tactic for enterprises to win in fierce competition, and companies that cannot keep up with the wave of artificial intelligence will find it difficult to maintain competitiveness in this round of actions.

Commentary: The ChiNext Artificial Intelligence ETF from China Merchants (159243) saw a morning increase of 7.23%, with a share count of 202 million and a half-day trading volume of 42.1583 million yuan. This ETF tracks the ChiNext Artificial Intelligence Index. Other ETFs tracking this index include the ChiNext Artificial Intelligence ETF from ChinaAMC (159381), the ChiNext Artificial Intelligence ETF from Guotai (159388), and the ChiNext Artificial Intelligence ETF from Huabao (159363). Among them, the ChiNext Artificial Intelligence ETF from Huabao (159363) has a larger scale, with a share count reaching 5.222 billion, and its half-day increase was 7.12%, with a half-day trading volume of 743 million yuan The ChiNext Artificial Intelligence Index mainly focuses on artificial intelligence stocks in the Shenzhen ChiNext market, selecting target stocks with an average daily total market capitalization in the top 50 to construct the index. The thematic attributes and technological innovation attributes are prominent, and the characteristics of the index components align with the current "new productive forces" in the upgrading of traditional industries and the cultivation of emerging industry development directions.

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