The recent wave of new domestic large AI models during the Spring Festival period has continued to boost enthusiasm around AI applications, drawing sustained market attention to related thematic ETFs. Among them, the ChinaAMC CSI Science and Technology Innovation Board and ChiNext Artificial Intelligence ETF (159139) attracted net inflows of 45 million yuan over the past month, making it the only dual-board AI-themed ETF in the A-share market to record positive net inflows during the same period. This has driven the fund's size to a new high since its inception, reaching 461 million yuan.
Simultaneously, looking upstream in the AI industry chain, the computing power segment remains highly active. Overseas cloud computing giants have been making frequent moves: Anthropic is projected to pay at least 80 billion U.S. dollars to Amazon, Google, and Microsoft by 2029 to run its Claude AI on their cloud servers; Microsoft announced plans to invest 50 billion U.S. dollars by the end of this decade to promote the adoption of AI technology in Global South countries; Google, meanwhile, launched the "U.S.-India Connectivity" initiative, planning to lay new fiber optic cables to enhance international network capabilities. Global investment and transformation in AI computing power are accelerating.
Dongfang Caifu Securities pointed out that strong medium- to long-term demand for computing power continues to be validated, and the implementation of AI applications is further accelerating demand growth. At this point in time, it is advisable to focus on the penetration of new technologies in core segments of the computing power industry chain and the improving sentiment around domestic supply chains.
It is reported that the ChinaAMC CSI Science and Technology Innovation Board and ChiNext Artificial Intelligence ETF (159139) closely tracks the CSI Science and Technology Innovation Board and ChiNext Artificial Intelligence Index, the first AI-themed index to select stocks across both the Science and Technology Innovation Board and the ChiNext Board. By extracting the core AI-related segments from each board, the index covers key industry chain segments such as chip design, AI hardware, and AI software applications. Thanks to its cross-board characteristic, the Sci-Tech Innovation and ChiNext AI Index is expected to capture more diversified growth momentum compared to single-market AI-themed indices like the Sci-Tech Innovation AI Index or the ChiNext Artificial Intelligence Index, offering a sharper competitive edge. Wind data shows that the Sci-Tech Innovation and ChiNext AI Index surged 96.41% over the past year, while the Sci-Tech Innovation AI Index and the ChiNext Artificial Intelligence Index rose 38.53% and 88.04%, respectively, during the same period.
The fund manager of the ChinaAMC CSI Science and Technology Innovation Board and ChiNext Artificial Intelligence ETF (159139), ChinaAMC, is one of China's first ETF managers with extensive experience in ETF management. Two of its flagship ETF products—the ChinaAMC CSI 300 ETF (510300) and the ChinaAMC CSI 500 ETF (563360)—are currently the largest in their respective categories in the market. Both adopt the lowest-tier fee structure available for equity index funds (management fee of 0.15% per annum, custody fee of 0.05% per annum), helping investors achieve low-cost exposure.
Risk warning: Funds carry risks, and investment should be approached with caution.
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