The domestic Kimi electronic ETF (515260) attracted 47.12 million yuan in a single day, and the time for the layout of the electronic sector has arrived?
According to data from the Shanghai Stock Exchange, electronic ETF (515260) has received a net inflow of funds in the past 3 consecutive days, attracting a total of 47.84 million yuan, of which 47.12 million yuan was added in a single day on March 20, showing that the bullish power of the sector is getting stronger.
Image source: Wind
In terms of northbound funds, the electronics sector attracted 2.232 billion yuan per week, ranking first among all industries, and also attracted 8.749 billion yuan per month, ranking second in the gold absorption list, reflecting that northbound funds continue to be optimistic about the future performance of the electronics sector, or are carrying out long-term layout.
Image source: Wind
Recently, the domestic large-scale model Kimi and AI consumer electronics products have ignited market enthusiasm:
1、Kimi火到宕机？，国产AI需求旺盛！
Recently, the dark side of the domestic AI startup Moon announced that the intelligent chatbot KimiChat supports 2 million words of ultra-long lossless context. Western Securities analysis believes that Kimi's long text ability may have surpassed GPT-4Turbo and Gemini1.5 and other foreign large models.
Since March 20th, Kimi's system traffic has continued to increase abnormally, and the trend of increasing traffic far exceeds the expected plan, and yesterday (March 22), Kimi's APP and applet once failed to be used normally. The company said that it has carried out five expansion efforts and will continue to expand to accommodate the continuous growth of users as much as possible.
SDIC Intelligent said that the company's large-scale model content detection platform supports the detection and recognition of kimi generated text, and Yidiantianxia said that the company has been connected to KimiChat. Guojin Securities believes that the continuous upgrading of domestic large models has driven the demand for the AI industry chain to continue to be strong.
2. AIPC may lead the PC industry and achieve leapfrog growth
On March 21, AMD Semiconductor held the AIPC Innovation Summit in Beijing, attended by Lenovo Group, Asus Computer, Tongyi Qianwen and other companies. The agency believes that AIPC can realize AI functions under offline conditions, with natural language processing, image recognition and other functions, and is expected to become a key tool for productivity improvement.
Huaxin Securities believes that AIPC is the biggest technological change in the PC industry in the past decade, which will inject new momentum into the PC industry ecology and drive a new round of growth opportunities. The AIPC Industry White Paper predicts that in China's PC market, the proportion of AIPC in the assembly of new machines will rise rapidly in the next few years, reaching 85% by 2027.
Debang Securities said that the NVIDIA GTC conference ignited the enthusiasm for AI, boosted the demand for car replacement with the old and the new, the innovation of consumer electronics is intensive, VisionPro promotes global sales, and AI is expected to evolve again, and it is recommended to continue to pay attention to computing chips and AI terminals.
In terms of layout tools, the data shows that the electronic ETF (515260) tracks the CSI Electronics 50 Index and holds 50 leading electronic stocks in A-shares, fully covering leading companies in popular industries such as AI chips, consumer electronics, automotive electronics, 5G, and cloud computing, and one-click layout of A-share electronic core assets. Investors who are optimistic about the development opportunities of consumer electronics and semiconductors, related products electronics ETF (515260).
Data sources: Wind, Shanghai and Shenzhen Stock Exchanges, Huabao Fund, etc.
Risk Warning: The electronic ETF (515260) passively tracks the CSI Electronics 50 Index, which is based on 2008.12.31 and released on 2009.07.22, and the composition of the index constituents is adjusted in due course according to the index compilation rules. The index constituents in this article are for illustration purposes only, and the individual stock descriptions are not intended as investment advice of any kind, 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 investors with balanced (C3) and above, and the suitability matching opinion is subject to the sales agency. Any information appearing 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 investors shall be responsible for any investment behavior determined independently. In addition, any opinions, analysis and forecasts in this article do not constitute any form of investment advice to the reader, nor do they assume any responsibility for any direct or indirect losses arising from the use of the content of this article. Fund investment is risky, the past performance of the fund is not indicative of its future performance, and the performance of other funds managed by the fund manager does not constitute a guarantee of the performance of the fund, so fund investment should be cautious.