Artificial Intelligence Market AI: The AI inference end has entered a period of rapid development, a

July'soneOh my god, new oneoneOh my god, come and take a look at today's article by the editor!

At the end of June1On a trading day, A-shares3The big index opened with a collective strengthening. As of 11:01 on June 28, 2024, the artificial intelligence ETF (515980) has risen 1.30%, with intraday trading volume reaching 43.9585 million yuan and a turnover rate of 2.83%.

Component stocksrevivalCommunication (000063) rose 4.54%, while Hetai (002402) rose 4.31%. Companies such as Tsinghua Unigroup (000938), Topband (002139), and China (600536) followed suit. From a valuation perspective, the latest P/E ratio (PE-TTM) of the China Securities Artificial Intelligence Industry Index tracked by the AI ETF is only 40.68 times, at the 0.76% percentile in the past year, which is lower than the historical low of 99.24% or more in the past year.

On the news front, recently, the United StatesEtched, a leading chip startup, has released an ASIC chip specifically designed for Transoformer architecture large models - Sohu. It is reported that this chip exhibits amazing performance when running large models. Etched claims that Sohu's chip is capable of inferring Llama⑶The speed of 70B is 20 times faster than Nvidia's H100, while the power consumption is greatly reduced.

On June 25th, Etched announced the completion of a $120 million Series A funding round, with multiple industry renowned investors participatingtakeXiangcai Securities pointed out that the AI reasoning terminal has entered a high-speed development period, and the commercial landing of diversified AI terminals will promote edge computingcenterThe upgrading and optimization of, together with the increase of market penetration of AIPC, AI smart phones, intelligent driving and other terminal products, will drive the demand for edge computing chips such as GPU, FPGA, ASIC with low power consumption, programmability and strong versatility to rise.

Artificial IntelligenceThe ETF closely tracks the CSI Artificial Intelligence Industry Index, which is based on companies that provide basic resources, technology, and application support for artificial intelligencedo businessConstruct an indicator system based on the proportion, growth level, and market value scale, and select 50 of the most representative securities as index samples to reflect the overall performance of artificial intelligence industry securities.

According to data, as of May 31, 2024, the top ten weighted stocks in the CSI Artificial Intelligence Industry Index (931071) are Zhongji Xuchuang (300308), iFlytek (002230), Kingsoft Office (688111), Xinyisheng (300502), Zhongke Shuguang (603019), Hikvision (002415), Desay SV (002920), Shitou Technology (688169), Weier Co., Ltd. (603501), and Ziguang Co., Ltd. (000938),The top ten weighted stocks together account for 50.02%.

Artificial Intelligence ETF (515980), OTC Connect (Class A: 008020; Class C: 008021) Note: The artificial intelligence industry is greatly influenced by market demand, national policies, and international political situations, and related fluctuations may be significant, leading to significant fluctuations in the net asset value of this fund and possible principal losses.

The companies and individual stocks mentioned in the article are only examples,No,Risk warning for any investment advice: Funds/stock markets carry risks and investments should be cautious. This article's discussion on the securities market and artificial intelligence industry is only applicable to the current securities markettakeResearch perspectives on related industries based on market environmentNo,Certainty and variability, the views involved may subsequently adjust or change with the market.

The content of this article is only for the purpose of investor communication and exchange,No,Composed of any institution andMy little selfInvestment advice or opinions,No,This article constitutes a commitment or guarantee of investment returns for investorsThe data is compiled from publicly available materials,No,Ensure the accuracy and completeness of the text and data contained in this article,No,We shall bear any responsibility for any losses incurred by anyone due to the use of all or part of the contents of such reports.

Before purchasing a fund, investors should carefully read the fund legal documents such as the Fund Contract, Prospectus, and Product Information Summary, understand the risk return characteristics of the fund, and judge whether the fund is suitable for the investor's risk tolerance based on their own investment purpose, investment period, investment experience, asset status, etc.

Investors should base their investments onMy little selfRisk tolerance and investment experience, cautious participationtakeFund/stock market investment, etctakedatatakeThe interface is not related to the position of the connected cloud channel,No,

The article is finished, thank you for reading. If you are interested in this topic, you can follow me and I will continue to update more related informationThe content. Please also give me a like and bookmark1Let more people see this article, thank you for your support!