National Data Bureau: Digital Economy Development to Drive Over 100 New Professional Roles

After the market opened today, the chip, data, and game sectors rose sharply, with AI ETF (515070) among the top performers. Stocks such as Huidian, Zhongke Shengxian, Rui Xin Wei, Shen Zhou Tai Yue, etc., all surged upwards. AI ETF (515070) rose nearly 2% during the day, with trading volume exceeding ¥1.3 billion.

According to Goldwind Investment, as the generative AI trend continues to drive up demand for computing power, server chip power consumption is expected to increase accordingly. At the same time, major countries and regions are strengthening control over IDC energy efficiency, making it difficult for data centers to maintain high-density computing power and energy efficiency through traditional air cooling methods alone. As a result, liquid cooling solutions will need to upgrade and iterate. This looks set to create investment opportunities with a steep upward slope in the AI-DC liquid cooling sector.

AI ETF (515070) tracks the CS Artificial Intelligence theme index (930713), with constituent stocks selected from those that provide technology, basic resources, and application-level stocks for artificial intelligence. The portfolio focuses on the mid-stream of the AI industry chain, also known as the "brain" behind the "machine". The top ten weighted stocks include Huidian-U, Hikvision, Zhongke Shengxian, Keji Xinwei, etc., all major technology leaders in China.

Related products:

AI ETF (515070), Entrepreneurship Board Artificial Intelligence ETF by Hua Xia (159381), and Hua Xia-Chuangxin Artificial Intelligence Theme ETF Linked A (008585)