As of 09:41 on November 11, 2024, AI Artificial Intelligence ETF (512930) rose 2.25%, hitting 3 consecutive gains. The latest price is 1.36 yuan, and the intraday turnover has reached 12.8948 million yuan, with a turnover rate of 1.37%. The tracking index CSI Artificial Intelligence Theme Index (930713) rose 2.46%, the constituent VeriSilicon (688521) rose 20.00%, Kunlun Wanwei (300418) rose 10.08%, Donghua Software (002065) rose 10.03%, Jingjiawei (300474), Kingsoft Office (688111) and other stocks followed suit.

Consumer electronics ETF (561600) rose 1.62%, the latest price was 0.88 yuan, and the intraday turnover has reached 4.4942 million yuan, temporarily ranking 1/5 of comparable ETFs, with a turnover rate of 3.09%. The CSI Consumer Electronics Theme Index (931494) of the tracking index rose 2.54% strongly, the constituent VeriSilicon (688521) rose 20.00%, SMIC (688981) rose 7.09%, Shanghai Silicon Industry (688126) rose 6.58%, Tongfu Microelectronics (002156), Xiamen Tungsten New Energy (688778) and other stocks followed suit.

In the long run, as of November 8, 2024, the AI artificial intelligence ETF has risen by 9.80% in the past 1 week. Consumer electronics ETF has risen 7.21% in the past 1 week, ranking 2/7 of comparable funds.

In terms of scale, the scale of consumer electronics ETFs increased by 20.6932 million yuan in the past 1 month, achieving significant growth, and the new scale ranked 2/7 of comparable funds. In terms of shares, the share of consumer electronics ETFs increased by 4.00 million in the past 1 month, achieving significant growth, and the new shares ranked 2/7 of comparable funds.

The data shows that leveraged funds continue to be deployed. The net purchase amount of AI artificial intelligence ETF on the previous trading day reached 10.604 million yuan, and the latest financing balance reached 29.0415 million yuan.

On the news side, Baidu is preparing to launch a glasses with a built-in AI assistant, and arrange a public display at the 2024 Baidu World Congress in Shanghai on November 12. It is understood that this AI glasses has a built-in camera, so it is able to take photos and videos, and will support voice interaction functions based on Baidu Wenxin's basic model. At the same time, the smart glasses may cost less than the $299 of Meta Ray-Ban glasses, which are expected to be officially available for sale in early 2025.

As a new carrier for the implementation of AI, AR glasses are accelerating product innovation and large manufacturers are competing for layout. Soochow Securities pointed out that with the rapid development of multimodal AI, AR glasses empowered by AI can not only greatly improve the interaction ability, make it more intelligent and humane, but also expand the application scenarios of AR glasses. From the perspective of the layout of industry giants, Meta, which has the largest market share in the XR field, is also actively deploying in the field of AI+AR. In the future, with the acceleration of the layout of industrial giants and the promotion of cost reduction and efficiency improvement of the supply chain, AI+AR glasses are expected to develop rapidly.

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 October 31, 2024, the top ten weighted stocks in the CSI Artificial Intelligence Theme Index (930713) are Zhongji Innolight (300308), Hikvision (002415), Cambrian (688256), Xin Yisheng (300502), Weir (603501), Sugon (603019), iFLYTEK (002230), Montage Technology (688008), Unisplendour (000938), Kingsoft Office (688111), the top ten weighted stocks accounted for 52.58% 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 October 31, 2024, the top 10 weighted stocks of the CSI Shanghai-Hong Kong-Shenzhen Online Consumer Theme Index (931481) are Meituan-W (03690), Tencent Holdings (00700), Kuaishou-W (01024), iFLYTEK (002230), Bilibili-W (09626), Kunlun Wanwei (300418), Kaiying Network (002517), Century Huatong (002602), and Topway Information (002261) , Sanqi Mutual Entertainment (002555), the top ten weighted stocks accounted for 53.27% of the total.

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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 October 31, 2024, the top 10 weighted stocks of the CSI Consumer Electronics Theme Index (931494) are Luxshare Precision (002475), BOE A (000725), SMIC (688981), Industrial Fortune Union (601138), Cambrian (688256), Weir (603501), Montage Technology (688008), GigaDevice (603986), EVE Lithium Energy (300014), Changdian Technology (600584), the top ten weighted stocks accounted for 51.22% 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).