ETF Market Review | AI Hardware Sector Rebounds, CSOP ChiNext Artificial Intelligence ETF Rises 2%

Gelonghui, November 17 — The A-share market closed lower across the board. By the end of trading, the Shanghai Composite Index fell by 0.46%, the Shenzhen Component Index dropped by 0.11%, and the ChiNext Index declined by 0.20%. The total turnover of the Shanghai, Shenzhen, and Beijing markets amounted to RMB 1.9303 trillion, a decrease of RMB 50.1 billion compared to the previous day. Over 2,500 stocks in the entire market ended higher. In terms of sector performance, the military industry, energy metals, and Fujian-related sectors gained, while precious metals and photovoltaic sectors adjusted. Regarding ETFs, rare metal sectors led the gains throughout the day, with both Harvest Fund's Rare Metals ETF and E Fund's Rare Metals ETF rising by 3.6%. The software sector strengthened, with Huaan Fund’s Software ETF Fund and Computing...

Gelonghui FinanceNov 17 15:09

The Ministry of Commerce announcement's attachment first uses the WPS format; the Computer ETF Southern (159586) surged into positive territory, and the acceleration of software localization is highly anticipated.

Gelonghui, October 13 — A-share market rebounded today after a weak opening, with the STAR Market Index surging over 1%. The domestically produced software sector notably outperformed, led by Kingsoft Office Software's over 10% rally, which drove the Southern Computer ETF (159586) to rise by 0.55%, expanding its year-to-date gains to 22%. In terms of news, on October 9, China’s Ministry of Commerce published Announcement No. 61 of 2025, marking the first time that annex formats were changed from Word or PDF to WPS format. The market views this, along with the U.S. government’s control over 'critical software' and official documents adopting the WPS format, as reflecting a localization-oriented approach, boosting domestic office software in government operations.

Gelonghui FinanceOct 13 10:41

The performance of AI infrastructure continues to exceed expectations, with the Tianhong CSI Computer Theme ETF (159586), Chip ETF Southern (588890), and Penghua Guozheng Semiconductor Chip ETF (159325) rising more than 1%.

Gelonghui, July 11 | A-shares rose across the board today, with the Tianhong CSI Computer Theme ETF (159586), the Chip ETF (588890), and the Penghua Guozheng Semiconductor Chip ETF (159325) increasing by 1.76%, 1.19%, and 0.8% respectively. In news, ① Following Foxconn Industrial Internet's better-than-expected performance in the first half of the year, Wus Printed Circuit is expected to earn 1.65 billion to 1.75 billion yuan in the first half, a year-on-year increase of 44.63% to 53.40%, with a quarter-on-quarter growth of 15.97% to 29.53% in Q2. Under the wave of AI, high-speed computing Servers and emerging computing scenarios such as artificial intelligence are driving the demand.

Gelonghui FinanceJul 11 10:48

Technology stocks lead the rally, the Sci-Tech Innovation 100 ETF from Southern (588900) rose by 3.2%, the Tianhong CSI Computer Theme ETF from Southern (159586) increased by 1.9%, and foreign capital is comprehensively reassessing China Assets.

On February 19, Gelonghui reported that the three major A-share Indices rose collectively, with Technology themes like Siasun Robot&Automation and Semiconductors leading the gains. The Sci-Tech Innovation 100 Index led the broad-based increase. As of the press time, the Tianhong CSI Computer Theme ETF Southern (588900) rose by 3.2%, gaining over 17% in nearly 22 trading days; the Tianhong CSI Computer Theme ETF Southern (159586) rose by 1.9%, gaining over 34% in nearly 22 trading days. In terms of news, DeepSeek published a purely technical paper report on an overseas social platform, mainly discussing NSA (Natively Sparse Attention, native sparse.

Gelonghui FinanceFeb 19 13:57

The Yinhua ICBCCS CSOP S&P China New Economy Industry ETF(QDII), Xinchang ETF, Tianhong CSI Computer Theme ETF, Software ETF, and Big Data ETF have surged, and the "high content" ETF from DeepSeek is here!

Topics related to DeepSeek are booming globally, and after the festival, A-share technology-related themes have risen significantly, with the DeepSeek Index increasing over 36% in the last four trading days. In the last five trading days, the Yinhua ICBCCS CSOP S&P China New Economy Industry ETF(QDII), Huabao Xinchang ETF Fund, Huaxia Xinchang ETF, and Huitianfu Xinchang 50 ETF have all risen over 20%; the Tianhong CSI Computer Theme ETF, Southern, Tianhong Cloud Computing Hong Kong-Shenzhen ETF, Wanjia Software Index ETF, Harvest Software ETF, Software ETF Yi Fangda, Huitianfu Software 50 ETF, China Merchants Software Leading ETF, Guotai Software ETF, Huaxia Gaming ETF, Gaming ETF Huatai-Pb, and Guotai Travel have also seen increases.

Gelonghui FinanceFeb 10 16:58

The narrative of asset revaluation in China is taking shape, with the Tianhong CSI Computer Theme ETF Southern (159586) having surged over 12% in the last three days.

Gelonghui, February 7｜Today in the A-shares, the DeepSeek Sector, HuaWei Concept stocks, and Zhihua AI sectors continue to rise strongly. Component stock Yuke Technology hits the '20CM' limit up, Winning Health Technology Group and Jiahe Meikang rise by 14.81% and 11.63% respectively, driving the Tianhong CSI Computer Theme ETF (159586) up by 2.45%, marking three consecutive increases, with a total increase of 12.77%. CITIC SEC's Research Reports indicate that the smaller parameter size of the DeepSeek model compared to the GPT-4 model also implies lower inference costs. The reduction in inference costs will be a prelude to the widespread adoption of AI applications. Goldman Sachs and

Gelonghui FinanceFeb 7 14:26