pennfierceiiispinningreel5000| Straight up! Guanglianda daily limit, Xinchuang ETF Fund (562030) rose vertically by 2.16%. Institutions: AI continues to catalyze, firmly optimistic about the general trend of the industry

RecentlyPennfierceiiispinningreel5000With the launch of AI innovation by OpenAI, Google and other companies, the market has once again focused on the field of AI. Today (May 16) Xinchuang plate welcomes the rising market again. 90% of the 50 constituent stocks in the CSI Index are floating red, of which Guanglian is up the daily limit, Bouri data is up more than 6%, and Haiguang Information and Wave Information are up more than 3%.

In terms of funds, as of press time, the electronic and computer sectors of the CSI Index have received a net inflow of main funds 31.Pennfierceiiispinningreel5000.1.6 billion yuan, 25Pennfierceiiispinningreel50004.8 billion yuan, ranking first and fourth among 31 industries in case of emergency.

Xinchuang ETF Fund (562030), which lays out the core of Xinchuang industry chain, went up vertically near noon, and the price on the floor rose 2.16%. Now it is up 2.02%, recovering its 5-day and 20-day moving average.

On the policy side, the executive meeting of the State Council on May 11 examined and approved the Action Plan for the Digital Transformation of the Manufacturing Industry. It is reported that industrial digitization aims to improve industrial production efficiency, quality and flexibility through the application of information technology, while reducing costs and resource consumption, with the aim of building an intelligent factory.

According to the statistics of Galaxy Securities, it is conservatively estimated that the overall market size of smart factories in China is not less than 8 trillion yuan. The industrial Internet is the neural network of intelligent factories, and the industrial scale is growing rapidly; industrial software is the brain of intelligent factories, and the market size is expected to double in the next five years; industrial control products and digital intelligent equipment are the limbs of intelligent factories, and the market scale will grow steadily, and attention should be paid to the needs of high-end and localization in the development.

On the news side, there has been a continuous breakthrough in multimodal AI applications at home and abroad.Pennfierceiiispinningreel5000:

① looks overseas first, calculates the end, Meta, Google, Microsoft all indicated that will continue to increase the capital expenditure and raises the guidance, increases the investment in the AI infrastructure field. On the model side, OpenAI launched GPT-4o, Google IZP O 2024 keynote speech introduced Gemini model upgrade and other AI-related innovations.

② again look at the domestic, byte beat self-development model "Volcano Ark" ushered in a major upgrade. And launched extensive cooperation with OPPO, vivo, Glory, Xiaomi, Samsung and Asustek to announce the establishment of intelligent terminal large model alliance. On May 9, Aliyun officially released Tongyi Qianqing2.5 at the AI Wise Leader Summit, which improved its comprehension ability, logical reasoning, instruction follow and code ability.

Open source securities said that domestic and foreign AI field innovation continues to emerge, firmly optimistic about the general trend of the industry, AI computing and application side may usher in investment opportunities.

"National Strategy, trillion Blue Ocean", investors who are optimistic about the development prospects of Xinchuang plate, suggest paying special attention to Xinchuang ETF Fund (562030). Public data show that Xinchuang ETF fund passively tracks the CSI Index, focusing on the layout of 50 Xinchuang core stocks, covering the whole industry chain, converging Xinchuang leader, the index has the characteristics of high growth and large space, and can invest in the core links of the industry chain with one click.

Data and picture sources: Wind, Shanghai and Shenzhen exchanges, Warburg Fund, etc.

Risk Tip: Xinchuang ETF Fund (562030) passively tracks the CSI Index, which is based on 2017.12.29 and released on 2012.12.21. The composition of index stocks is timely adjusted according to the rules governing the preparation of the index, and its historical performance does not predict the future performance of the index. In this article, the index stocks are only shown, and the individual stocks are not described as any form of investment advice, nor do they represent the position information and trading trends of any fund under the manager. The risk level of the fund assessed by the fund manager is R3-medium risk, suitable for balanced (C3) and above investors, the appropriate matching opinions should be based on the sales organization. Any information that appears in this article (including but not limited to individual stocks, comments, forecasts, charts, indicators, theories, any form of expression, etc.) is for reference only and the investor is responsible for any discretionary investment behavior. In addition, any point of view, analysis and forecast in this article does not constitute any form of investment advice to the reader, nor is it liable for direct or indirect losses arising from the use of the contents of this article. Fund investment is risky, the past performance of the fund does not represent its future performance, and the performance of other funds managed by fund managers does not constitute a guarantee of fund performance, so fund investment should be cautious.

Tags:

Prev: freeearncryptogames| Five departments carry out 2024 new energy vehicles going to the countryside activities
Next: fadedspade| Min Wah Holdings released annual results Profit attributable to shareholders of HK$2.302 billion, a year-on-year increase of 20.23%