Despite volatility in U.S. tech stocks, the Huabao Shanghai Science and Technology Innovation Board Artificial Intelligence Trading Open Ended Index SEC (589520), which focuses on domestic AI industry chains, saw its intraday gain reach 1.72% during early trading on February 13. Although it was later dragged down by the broader market, the ETF still closed up 0.14% against the trend, with a total trading volume of 60.43 million yuan, showing a slight increase from the previous day.
Among its component stocks, StarRing Technology led gains with an increase of over 9%, followed by CloudMinds Technology and Qi An Xin Technology Group. Verisilicon Microelectronics(Shanghai)Co.,Ltd. (688521) rose more than 2%, hitting a new historical high in its stock price.
On the industry front, as the Spring Festival approaches, domestic large AI models are being released intensively. Zhipu's GLM-5 has gained global attention, while Elon Musk commented on ByteDance's video model Seedance2.0, noting that model development is progressing rapidly. Looking ahead, models such as DeepSeek V4 and Alibaba's Qwen 3.5 are expected to launch in mid-February, potentially ushering in the next wave of AI advancements.
On the policy front, the State-owned Assets Supervision and Administration Commission recently established a state-owned enterprise "AI+" embodied intelligence industry alliance. It is leading the construction of trusted data spaces in 11 key sectors including energy, manufacturing, and telecommunications, aiming to create over 1,000 application scenarios and develop more than 100,000 industry-specific intelligent agents to effectively drive high-quality growth in these industries.
Securities analysts express continued optimism about AI investment opportunities, citing four factors supporting the industry's high growth: 1) Increased capital expenditure by tech giants; 2) AI assistants like Clawdbot demonstrating AI's transition from conversational tools to executors, with promising prospects for edge AI products; 3) Persistent supply-demand tightness in computing infrastructure, driving upstream inflation, rising cloud service prices, and increasing H100 leasing costs, with the storage sector likely to continue its upward price trend; 4) AI has entered a phase of application deployment, accelerating demand, and synchronized industry growth, supporting a bullish outlook on the AI sector.
The Huabao Shanghai Science and Technology Innovation Board Artificial Intelligence Trading Open Ended Index SEC (589520) and its feeder funds (Feeder A: 024560, Feeder C: 024561) focus on domestic AI industry chains. Their component stocks include leading domestic GPU manufacturers such as Cambricon Technologies, top domestic ASIC producers like Verisilicon Microelectronics(Shanghai)Co.,Ltd., and AI application leaders such as Kingsoft Office Software. The semiconductor sector accounts for nearly half of the ETF's weighting, providing strong growth potential, while the software sector makes up over 30%, positioning it to benefit from potential catch-up rallies in AI applications. Additionally, the ETF is eligible for margin trading, offering an efficient tool for investing in domestic computing power.
A golden cross signal has formed in the MACD indicator, indicating positive momentum for several stocks.
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