As of 10:46 today, ChinaAMC SSE STAR Market AI ETF (589010) rose 0.24%. After opening lower at the beginning of the session and consolidating underwater, it quickly pulled up to turn positive, with an intraday maximum amplitude of 1.70%. In terms of holdings, Bestechnic led the gains with a 4.51% increase, followed by Cambricon Technologies up 3.91%, Espressif Systems up 3.39%, and Opt, SPACECRAFT, among others, also advancing. In terms of liquidity, the intraday turnover rate exceeded 10%, with trading volume reaching RMB 8.2 million, indicating active market trading and continuous release of volume energy.
On the news front, on August 19, SoftBank Group and Intel jointly announced that they had signed a definitive securities purchase agreement. According to the agreement, SoftBank will invest $2 billion in Intel at a price of $23 per share. SoftBank stated in its announcement that the investment in Intel is based on a long-term vision to realize the AI revolution by accelerating access to advanced technologies that support digital transformation, cloud computing, and next-generation infrastructure. Stimulated by this positive news, Intel's stock price surged nearly 12% intraday.
Hualong Securities believes that as AI technology accelerates its penetration into diverse scenarios such as e-commerce, gaming, wearable devices, and embodied AI, the industry is undergoing a critical transition from technological breakthroughs to commercial implementation. Infrastructure empowerment and optimization of computing power costs will become key factors driving the industry's scaled development. It is recommended to focus on AI innovation ecosystems with technical depth and commercial implementation capabilities.
ChinaAMC SSE STAR Market AI ETF (589010) closely tracks the SSE STAR Market AI Index, covering high-quality enterprises across the entire industry chain. It benefits from high R&D investment and policy红利 support, with a 20% price limit and small-to-mid-cap flexibility helping to capture the "singularity moment" of the AI industry.
