As of 09:54 on January 9, 2024, the CSI Artificial Intelligence Theme Index (930713) rose 0.52%, component stock New Yisheng (300502) rose 4.30%, Zhongji Xuchuang (300308) rose 3.44%, Lanqi Technology (688008) rose 3.37%, Jingchen Shares (688099) rose 2.57%, and Shenzhou Taiyue (300002) rose 2.35%. AI artificial intelligence ETF (512930. SH) rose more than 1% in the morning and is now up 0.69%, with the latest price at 1.03 yuan.
From the perspective of net inflow of funds, AI artificial intelligence ETFs have achieved continuous net inflow of funds in the past 8 days, with the highest daily net inflow of 6.5331 million yuan, totaling 23.8737 million yuan.
Wind, as of January 8, 2024
On January 8, 2024, Nvidia announced at the International Consumer Electronics Show (CES) that it will launch three chips that will enable users to better utilize artificial intelligence on their personal computers without relying on remote services accessed through the internet. Affected by this, Nvidia's stock price surged 6.43% to $522.53 per share, reaching a new high with a total market value of $1.29 trillion. At the same time, it drove the rise of US chip stocks, with AMD rising more than 5% and Intel rising more than 3%.
It is understood that in 2023, with investors investing heavily in this chip manufacturer, the demand for artificial intelligence has made Nvidia a focus of attention. Investors bet that Nvidia's graphics processing units will provide power for the latest and most powerful large-scale language models, leading to a 239% increase in Nvidia's stock price.
According to relevant news, Intel, the main driver of global AIPC, is collaborating with OEM manufacturers to continuously accelerate the layout of AIPC, and it is expected that more brands will bring their own AIPC product displays. Microsoft announced on its official website that it will launch the Copilot key for Windows 11 PC. The Copilot key will be located to the right of the spacebar, marking Microsoft's first change in Windows keyboard layout since the addition of the Windows/Start key in 1994, highlighting the company's commitment to artificial intelligence.
According to analysis by relevant institutions, 2024 is the iPhone moment for AI. Whether it is the emergence of AI pins, AIPCs, AI+MR, AI+robots, AI training and promotion all-in-one machines, etc., the layout of AI hardware terminals is closer to the C-end, and traditional hardware interaction forms are expected to change. The Copilot button is just the beginning, and the combination of AI and hardware is expected to drive a revolution in related interactive devices. Related interactive devices are expected to become the entry point for AI assistants, and a wave of related interactive device replacements is expected.
Dongguan Securities stated that with the active promotion of upstream and downstream industries such as chips and terminal manufacturers, AIPC is expected to experience a surge in volume in 2024. According to Canalys' prediction, the shipment volume of AIPC will exceed 50 million units in 2024. It is recommended to pay attention to the incremental components of AIPC.
The AI Artificial Intelligence ETF (512930. SH) closely tracks the CSI Artificial Intelligence Theme Index, which selects 50 listed company securities from the Shanghai and Shenzhen markets that provide basic resources, technology, and application support for artificial intelligence as index samples to reflect the overall performance of AI themed listed company securities.
According to data, as of December 29, 2023, the top ten heavyweight stocks in the CSI Artificial Intelligence Theme Index (930713) are Hikvision (002415), iFlytek (002230), Weier Group (603501), Kingsoft Office (688111), Zhongji Xuchuang (300308), Lanqi Technology (688008), Zhongke Shuguang (603019), Ziguang Group (000938), UFIDA Network (600588), and Dahua Group (002236), with a total of 47.28% of the top ten heavyweight stocks.
More related products, consumer electronics ETFs (561600. SH) and their linked funds (Class A: 015894, Class C: 015895).