Open AI amplified the move, the AI sector rose again, and E Fund's related ETFs rose sharply across the board.
As of 10:08, artificial intelligence ETF (159819) rose 2.10%, with a turnover of 76.5012 million yuan;
Cloud Computing ETF (516510) rose 1.77%, with a turnover of 34.600 million yuan;
The Science and Technology Innovation Board 50 ETF (588080) rose 0.56%, with a turnover of 168 million yuan;
The Software 30 ETF (562930) rose 1.60%.
On the market, AI concept stocks led the two markets, Zhongji Xuchuang rose 5.95%, Cambrian rose 5.35%, iFLY rose 5.26%, Kingsoft Office rose 4.64%, Xinyisheng, Inspur Information, Zhongke Shuguang, Unigroup and so on.
On the news, on Monday evening Beijing time, Open AI, a well-known startup in the field of artificial intelligence, released an announcement entitled "Chat GPT can now see, listen and speak", announcing that it will push this function to paid users in the next two weeks.
The AI ETF (159819) tracks the CSI Artificial Intelligence Thematic Index, which selects 50 listed company securities from the Shanghai and Shenzhen markets that are involved in providing basic resources, technologies and application support for artificial intelligence as an index sample to reflect the overall performance of the securities of listed companies with artificial intelligence themes.
Cloud Computing ETF (516510) tracks the CSI Cloud Computing and Big Data Thematic Index, which selects 50 listed company securities whose business involves the provision of cloud computing services, big data services and hardware equipment related to the above services from the Shanghai and Shenzhen markets as an index sample, so as to reflect the overall performance of the securities of listed companies with cloud computing and big data themes in the Shanghai and Shenzhen markets.
The STAR 50 ETF (588080) tracks the SSE STAR 50 component index, which is composed of 50 securities with large market capitalization and good liquidity on the Science and Technology Innovation Board of the Shanghai Stock Exchange, reflecting the overall performance of the most representative group of science and technology innovation enterprises. The top ten weighted stocks in the index include SMIC, Kingsoft Office, AMEC, etc., with a total weight of nearly 50%, and from the perspective of industry distribution, semiconductors, photovoltaic equipment, software development, consumer electronics and other industries account for a relatively high weight. (Source: China Securities Index official website, as of 2023.9.25)
Software 30 ETF (562930) tracks the CSI Software Services Index, which selects 30 securities of listed companies whose business involves software development and software services as an index sample to reflect the overall performance of securities of listed companies in the software service industry; The top 10 weighted stocks in the index include iFLYTEK, Kingsoft Office, Hang Seng Electronics, etc., with a total weight of more than 60%. (Source: China Securities Index official website, as of 2023.9.25)
Zheshang Securities said that overseas manufacturers have successively launched AIGC application charging plans, and the commercialization process of AI+ industry applications is expected to accelerate. Domestically, in the second half of the year, we are optimistic that AI applications will usher in the resonance of policy and demand. On the one hand, the regulatory policies for large models have been continuously improved, and the time for full commercialization is gradually approaching. On August 15, the "Interim Measures for the Management of Generative Artificial Intelligence Services" was officially implemented, and the policy promotion is expected to promote the healthy development and standardized application of generative artificial intelligence, safeguard national security and social public interests, and protect the legitimate rights and interests of citizens, legal persons and other organizations. On August 31, the large models of the first batch of 8 manufacturers passed the "Interim Measures for the Management of Generative Artificial Intelligence Services" and can be officially launched to provide services to the public; On the other hand, it is expected that the large-model application products of domestic software manufacturers are expected to be released intensively in the second half of the year. Recently, a number of listed companies held AI product launch conferences and disclosed the latest progress and achievements in the iteration of large models, indicating that software companies have tapped the needs of government or enterprise customers in large models, and have begun preparations and plans, which is expected to enter the commercialization stage in the second half of the year.
Related Products:
AI ETF (159819), OTC Connectivity (Class A: 012733; Class C: 012734)
Cloud Computing ETF (516510), OTC Connectivity (Class A: 017853; Class C: 017854)
STAR Board 50 ETF (588080), OTC (Class A: 011608; Class C: 011609)
Software 30 ETF (562930)