With the resurgence of "AI applications," as of the market close on January 22, capital continued to flow into the ChiNext Artificial Intelligence ETF Huabao (159363), whose latest assets under management (AUM) reached ¥63.03 billion, rewriting the ranking of peer thematic ETFs and catapulting it to become the largest and most liquid AI ETF in the dual-innovation sector! This "ascension to the top" has drawn significant market attention, with the exceptional potential of the ChiNext AI ETF Huabao (159363) being progressively recognized and highly praised.
In January 2026, the ChiNext AI ETF Huabao (159363) saw its AUM grow from "over ¥50 billion" to "over ¥60 billion" in just three trading days (January 14th to January 19th), fully demonstrating its immense popularity. Subsequently, on January 22nd, as its AUM surged to ¥63.03 billion, the ETF surpassed 24 other AI-themed ETFs targeting the ChiNext and STAR Market boards, establishing itself as the "new king"—the largest AI ETF in the dual-innovation sector, with its commanding presence and outstanding stature becoming increasingly evident.
Note: As of January 22, 2026, there were 8 AI-themed ETFs tracking the ChiNext Board, 10 tracking the STAR Market, and 7 tracking the Sci-Tech Innovation Board AI theme. Among these, the ChiNext AI ETF Huabao (159363), with an AUM of ¥63.03 billion and an average daily turnover exceeding ¥800 million over the past six months, stands out as the product with the largest scale and best liquidity.
Capturing "Computing Power + AI Applications" to Benefit from AI Commercialization Growth Dividends The ChiNext AI ETF Huabao (159363) is a core flagship product within Huabao Fund's "AI+" ETF investment matrix. Launched on December 6, 2024, it was included in the Hong Kong Stock Connect program in early 2026; January 19, 2026, marked the official effective date of this inclusion, and on that very day, the ETF's AUM surpassed the ¥60 billion mark, fully demonstrating its strong market appeal against the backdrop of significant AI development.
It is understood that the ChiNext AI ETF Huabao (159363) is the first ETF product in the entire market to track the "ChiNext Artificial Intelligence Index." The underlying index aims to reflect the stock price changes of listed companies related to the AI theme on the ChiNext Board. As of December 2025, the index comprised 50 constituent stocks, with the largest constituent having a market capitalization of ¥197.560 billion and the smallest ¥2.993 billion, with a median market cap of ¥14.265 billion. This highlights its distinct characteristics of being "small-cap oriented" and having "high growth potential." The constituents are densely populated with highly watched stocks such as Yuanyu Micro, BlueFocus, Tongniu Information, Capital Online, Eoptolink, Ruijie Networks, Sangfor Technologies, Lante Technologies, T&S Communications, and Sinnet. Furthermore, the ChiNext AI ETF Huabao (159363) itself possesses the high elasticity characteristic of a "20% daily price limit," and its active trading attributes further stimulate investor interest. According to Wind and exchange statistics, on January 22nd, the ETF's price surged 3.03%, attracting a net subscription of 22 million units, following a cumulative increase in holdings of nearly ¥2 billion over the preceding 10 days.
Note: The ChiNext AI ETF Huabao (159363) was established on December 6, 2024, and is the first ETF product in the market to track the "ChiNext Artificial Intelligence Index." Fund Manager Cao Xuchen, who manages the ChiNext AI ETF Huabao (159363) and its feeder fund (023408), believes that this ETF's dual-strategy layout in computing power and AI applications makes it not only a core "computing power" play but also a true representative of "AI applications." Its underlying assets comprehensively cover scenarios from computing infrastructure to the deep integration of AI technology with various industries, enabling it to efficiently capture AI market trends. Specifically, the ETF allocates approximately 60% of its portfolio to computing power (primarily optical modules) and about 40% to AI applications, achieving an effective layout across the entire AI industry chain and positioning it to benefit well from the dividends of AI commercialization growth.
Huabao Fund's Strategic All-round Layout of the "AI+" ETF Matrix In recent years, Huabao Fund has proactively built and refined its "AI+" ETF investment matrix, strategically deploying index products covering the entire AI industry chain in the secondary market. As the AI trend extends deeper into the industry chain, related products within Huabao Fund's "AI+" matrix have shone brightly, riding the waves of market movements.
In its comprehensive layout of "domestic and international computing power + AI applications," Huabao Fund not only possesses the AI leader in the dual-innovation sector like the ChiNext AI ETF Huabao (159363) but also offers the STAR Market AI ETF Huabao (589520) and its feeder fund (024561). The latter tracks the SSE STAR Market AI Index, selecting 30 larger-cap listed companies within the STAR Market involved in AI basic resources, technical support, and application fields, significantly reflecting characteristics of "autonomous control and heavy weighting in domestic chips," and generally having a closer relationship with domestic computing power and hardware.
Within Huabao Fund's "AI+" ETF investment matrix, focusing on the "domestic software industry chain," it also offers three premium ETFs in a "triple play": the FinTech ETF (159851) and its feeder fund (013478), positioned for "AI + financial software"; the Big Data ETF Huabao (516700), characterized by "IDC + AI applications"; and the Xinchuang ETF Fund (562030) and its feeder fund (024051), focusing on "AI + Xinchuang" (IT application innovation).
Currently, Huabao Fund's index team has also launched two highly distinctive products: the Hong Kong Internet ETF (513770) and its feeder fund (017126), focusing on "large models + AI applications," and the Hong Kong Information Technology ETF (159131), concentrating on "chip manufacturing + AI applications." Presently, competition among domestic internet giants in the large model field is exceptionally intense, with each making all-out efforts in technology, products, ecosystems, and commercialization. The Hong Kong Internet ETF (513770), by tracking the CSI Hong Kong Stock Connect Internet Index, bundles major domestic internet giants like Tencent, Alibaba, Xiaomi, and Meituan, providing investors with an effective pathway to participate in and witness the iteration and evolution of large models. As of January 22, 2026, the AUM of the Hong Kong Internet ETF (513770) had reached ¥14.427 billion. The Hong Kong Information Technology ETF (159131), by tracking the CSI Hong Kong Stock Connect Information Technology Composite Index, achieves a heavy weighting in "semiconductors + electronics + computer software," significantly enhancing the weight of Hong Kong stocks and AI hard technology within Huabao Fund's "AI+" ETF investment matrix.
Furthermore, as AI transitions from concept to industrialization, application-scenario ETFs may witness its potential. Specifically in this area (application scenarios), Huabao Fund currently holds at least three cards: the Medical ETF (512170) and its feeder fund (012323), focusing on "AI + healthcare"; the Hong Kong Stock Connect Medical ETF Huabao (159137); and the Hong Kong Stock Connect Auto ETF Huabao (520780), focusing on "AI + smart driving." Among these, the Hong Kong Stock Connect Medical ETF Huabao (159137) is a rising star under Huabao Fund focused on the Hong Kong market, possessing significant offensive characteristics of high elasticity and high volatility. Since its listing on January 12, 2026, this ETF has garnered high market attention. Over 80% of the constituents in its underlying index are unique Hong Kong-listed stocks not available on the A-share market ("A-share absent, Hong Kong present"), such as JD Health, AliHealth, and Ping An Good Doctor, which constitutes a major advantage.
Note: The index constituents mentioned are for illustrative purposes only. Descriptions of individual stocks do not constitute investment advice in any form, nor do they represent the holdings information or trading动向 of any fund managed by the asset manager. Analysts point out that healthcare will be a crucial field for AI applications. From perspectives such as clinical decision support, medical device software upgrades, early disease screening, and AI-assisted drug discovery, AI is bringing positive changes to the healthcare industry. Additionally, breakthroughs in areas like brain-computer interfaces, which are highly valued by tech visionary Elon Musk, could have a significant impact on the entire industry once achieved.
ETF Fund Fee Related Explanation: When investors subscribe for or redeem fund units, the subscription/redemption agency may charge a commission of up to 0.5%, which includes relevant fees charged by the stock exchange and registration机构. For feeder fund fee rates, please refer to the respective fund's legal documents. Risk Warning: The above products are issued and managed by Huabao Fund. Distributing institutions do not bear the investment, redemption, and risk management responsibilities for the products. Investors should carefully read the "Fund Contract," "Prospectus," "Fund Product Key Facts Statement," and other fund legal documents to understand the fund's risk-return characteristics and choose products that match their own risk tolerance. Past performance of a fund is not indicative of its future performance. Fund investment carries risks! Based on the assessment by the fund manager, the Xinchuang ETF Fund, FinTech ETF and its feeder fund, Big Data ETF Huabao, and Medical ETF are classified as R3-Medium Risk, suitable for Balanced (C3) and above investors. The ChiNext AI ETF Huabao and its feeder fund, STAR Market AI ETF Huabao and its feeder fund, Hong Kong Internet ETF and its feeder fund, Medical ETF feeder fund, Hong Kong Stock Connect Auto ETF Huabao, Hong Kong Information Technology ETF, and Hong Kong Stock Connect Medical ETF Huabao are classified as R4-Medium to High Risk, suitable for Aggressive (C4) and above investors. The appropriateness matching opinion should be based on the selling institution. Selling institutions (including the fund manager's direct sales机构和 other selling institutions) assess the risk of this fund according to relevant laws and regulations. Investors should promptly pay attention to the appropriateness opinions issued by the fund manager. Opinions on appropriateness from various selling institutions may not necessarily be consistent, and the risk rating results for the fund product issued by fund selling institutions shall not be lower than the risk rating result made by the fund manager. The description of the fund's risk-return characteristics in the fund contract and its risk rating may differ due to different consideration factors. Investors should understand the risk-return situation of the fund and, combining their own investment objectives, time horizon, investment experience, and risk tolerance, prudently select fund products and bear the risks themselves. The China Securities Regulatory Commission's registration of the aforementioned funds does not indicate a substantive judgment or guarantee of their investment value, market prospects, or returns. Fund investment involves risks. The past performance of a fund does not represent its future performance. The performance of other funds managed by the fund manager does not constitute a guarantee of the fund's performance. Fund investment requires caution.
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