--- title: "Yonyou Network, a holding of the Huaxia Artificial Intelligence ETF (515070), has risen nearly 20% over the past 5 days." type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/43150991.md" description: "On August 3, the AI sector continued its structural divergence, with capital shifting on a large scale from high-valuation computing hardware stocks to AI application targets with clear implementation scenarios and commercialization realization expectations. As of 13:25, the Huaxia Artificial Intelligence ETF (515070) fell 1.61% intraday; portfolio holdings included Orbbec with a gain of 6.49%, Kingosun with a gain of 3.97%, Digital China Software with a gain of 2.49%, Kehua Data with a gain of 2.23%, and Joyson Electronics with a gain of 1.89%; Huaqin Technology led the decline with a drop of 7.85%, while Montage Technology fell 6.34%..." datetime: "2026-08-03T09:15:08.000Z" locales: - [en](https://longbridge.com/en/topics/43150991.md) - [zh-CN](https://longbridge.com/zh-CN/topics/43150991.md) - [zh-HK](https://longbridge.com/zh-HK/topics/43150991.md) author: "[同壁财经](https://longbridge.com/en/profiles/26505347.md)" --- # Yonyou Network, a holding of the Huaxia Artificial Intelligence ETF (515070), has risen nearly 20% over the past 5 days. On August 3, the AI sector continued its structural divergence, with capital shifting on a large scale from high-valuation computing hardware stocks to AI application targets that have clear implementation scenarios and expectations for commercial realization. As of 13:25, the Huaxia Artificial Intelligence ETF (515070) fell 1.61% intraday. Holdings such as Orbbec saw a gain of 6.49%, Zhongke Xingtu rose by 3.97%, Donghua Software increased by 2.49%, Kehua Data rose by 2.23%, and Joyson Electronics gained 1.89%. Huaqin Technology led the decline with a drop of 7.85%, Montage Technology fell 6.34%, and Cambricon dropped 6.06%. The Huaxia Sci-Tech Innovation Board and ChiNext Artificial Intelligence ETF (588510) declined by 2.12% intraday. In terms of news, on August 2, OpenRouter released its latest weekly leaderboard for large model API calls. The top five were all developed by Chinese companies: Xiaomi MiMo-V2.5, DeepSeek V4 Flash, Tencent Hunyuan HY3, MiniMax M3, and DeepSeek V4 Pro. Looking further ahead, Zhipu GLM-5.2 and Moonshot AI's Kimi K3 are also close behind. Over the past 28 days, Chinese models accounted for 63.5% of the market share, while the US share remained at only 35.5%. CSC Financial pointed out that since July, the A-share technology sector has undergone a deep adjustment due to global 联动 effects, following a gradient path where second- and third-tier stocks led the decline followed by catch-up selling in leading stocks. This round of adjustment was driven by margin fund selling, originating from negative feedback loops in Korean retail leveraged ETFs, resulting in a temporary divergence between earnings and stock prices. However, overall, the phase of indiscriminate panic selling is likely over, and a restorative rally may begin. Looking ahead to August, four signals point to easing capital pressure: the most intense phase of deleveraging in Korea has passed, and storage chips are stabilizing first; trading congestion in A-shares is easing; major event windows have passed, reducing uncertainty; and the market is re-pricing for good performance. The pricing logic is shifting back to fundamentals, potentially initiating a recovery rally. The Huaxia Artificial Intelligence ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713). Its component stocks provide technology, basic resources, and applications for AI, gathering the mid-to-upper stream of the AI industry chain. It is commonly known as the "creator" of the "robot brain" and the "foundation" of the Internet of Everything. The top ten weighted stocks include Zhongji Innolight, Eoptolink, Cambricon, Montage Technology, Sugon, Hikvision, iFlytek, Accelink, VeriSilicon, and Xiechuang Data, among other domestic tech leaders. The Huaxia Sci-Tech Innovation Board and ChiNext Artificial Intelligence ETF (588510) closely tracks the CSI Sci-Tech Innovation Board and ChiNext AI Index. With a comprehensive management fee and custody fee rate of only 0.2%, it is the lowest-cost product among those tracking the same index. It has a 20% intraday price limit, offering significant elasticity and obvious "hard tech" characteristics. The index constituents gather core AI industry chain targets from both the \[Sci-Tech Innovation Board + ChiNext\], precisely covering the entire chain from upstream AI computing chips and optical modules, to midstream large models and cloud computing, and downstream industrial applications. According to Shenwan Level II industry classification, the weight of computing chips and CPO optical modules exceeds 68%, making the "optical" and "chip" combination the highest among all AI track products. 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