On the morning of February 10th, artificial intelligence stocks on the ChiNext board remained active, with AI application concept stocks leading the gains. Chinese Online surged over 14%, while Guotou Intelligent rose more than 10%. IDC computing power leasing concept stocks continued their upward trend, with companies like Sinnet, OFFSITE, and Wangsu Technology climbing over 3%.
Regarding popular ETFs, after a surge of over 6% yesterday, the ChiNext Artificial Intelligence ETF (159363), which has a dual focus on "computing power + AI applications," experienced volatile trading in positive territory. Trading activity was high, with real-time turnover exceeding 350 million yuan, and net inflows saw approximately 26 million fund units purchased.
Fundamentally, ByteDance's launch of the Seedance 2.0 video generation model on the Jiemeng platform has sparked widespread evaluation and discussion within the AI industry, with impressive real-world testing results. Kaiyuan Securities suggested that ByteDance's Seedance 2.0 model could represent a "singularity" moment for AI in film and television, potentially seeing widespread adoption first in short-form content like AI comic series and short dramas. They recommend continued investment in multimodal AI applications.
Furthermore, BOC Securities also believes that Seedance 2.0 will drive the AI multimodal industry chain, with various factors potentially catalyzing a rebound in AI applications. Additionally, multimodal generation requires substantial computing power, which is expected to benefit upstream hardware infrastructure simultaneously. They advise focusing on investment opportunities across the AI industry chain, including AI applications, cloud services, storage, and computing power.
As AI development shifts from computing power construction to application deployment, the ChiNext Artificial Intelligence ETF (159363) and its off-exchange counterparts (Class A: 023407, Class C: 023408), which offer one-click exposure to both "computing power + AI applications," stand to benefit more directly from the growth红利 of AI technology commercialization. In terms of portfolio allocation, the ChiNext Artificial Intelligence ETF allocates approximately 60% to computing power (leading optical module companies + leading IDC providers) and about 40% to AI applications, positioning it not only as a core "computing power" holding but also as a genuine representative of "AI applications."
*Institutional views are sourced from: Kaiyuan Securities report, "Yihuan Third Test and ByteDance's AI Video Model Impress, Continue Positioning in Gaming/Multimodal AI Applications"; BOC Securities report, "Seedance 2.0 Expected to Catalyze AI Application Rebound."
ETF Fund Fee Information: When subscribing for or redeeming fund units, subscription/redemption agents may charge a commission of up to 0.5%. On-market trading fees are subject to the rates charged by securities firms, and no sales service fee is levied. Connected Fund Fee Information: The ChiNext Artificial Intelligence ETF Feeder Fund Class C does not charge a subscription fee; a redemption fee of 1.5% applies for holdings under 7 days, and 0% for 7 days or more; a sales service fee of 0.3% is charged. The ChiNext Artificial Intelligence ETF Feeder Fund Class A charges a subscription fee of 1% for amounts below 1 million yuan, 0.6% for 1 million (inclusive) to 2 million yuan, and a flat fee of 1,000 yuan per transaction for amounts of 2 million yuan (inclusive) or above; a redemption fee of 1.5% applies for holdings under 7 days, and 0% for 7 days or more; no sales service fee is charged.
Risk Disclosure: The ChiNext Artificial Intelligence ETF passively tracks the ChiNext Artificial Intelligence Index. The index base date is December 28, 2018, and its release date was July 11, 2024. The index's annual performance from 2021 to 2025 was: +17.57%, -34.52%, +47.83%, +38.44%, and +106.35%, respectively. Index constituent stocks are adjusted according to the index methodology, and its backtested historical performance is not indicative of future results. The mention of individual stocks herein is for illustrative purposes only and does not constitute investment advice in any form, nor does it represent the holdings or trading动向 of any fund managed by the management company. The fund manager assesses this fund's risk rating as R4 - Medium-High Risk, suitable for Aggressive (C4) and higher investor profiles. Suitability assessments should be confirmed with the selling institution. Any information appearing in this article is for reference only, and investors are responsible for their own investment decisions. Furthermore, any views, analysis, or forecasts herein do not constitute investment advice to readers, and no liability is accepted for any direct or indirect losses resulting from the use of this content. Fund investment carries risks; past performance of a fund is not indicative of its future results. The performance of other funds managed by the fund manager does not guarantee the performance of this fund. Investors should exercise caution.
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