Institutions: AI Application Industry Development Trend Confirmed,GF CSI Media Index ETF(512980) Rises 3.56% in Morning Trading

NewTimeSpace News - As of 09:50 on January 29, 2026, the Media ETF (512980) gained 3.56%, with its latest price reaching 1.22 yuan. Looking at a longer timeframe, as of January 28, 2026, the ETF posted a cumulative gain of 21.92% over the past month, ranking 1st out of 2 comparable funds. (Stocks listed above are constituent stocks of the index and do not constitute specific investment recommendations.)

In terms of liquidity, the Media ETF recorded an intraday turnover rate of 3%, with trading volume reaching 337 million yuan. Looking at a longer timeframe, as of January 28, the average daily trading volume over the past month stood at 1.364 billion yuan.

On the size front, the Media ETF's assets under management grew by 1.000 billion yuan over the past week, achieving significant growth and ranking 1st in new assets among comparable funds. (Data source: Wind)

Regarding shares outstanding, the Media ETF's latest share count reached 9.357 billion units, marking a new high for the past year and ranking 1st among comparable funds. (Data source: Wind)

From a capital flow perspective, the Media ETF has seen continuous net capital inflows for the past 4 days, with the highest single-day net inflow reaching 560 million yuan, accumulating to a total of 1.048 billion yuan in attracted funds and an average daily net inflow of 262 million yuan. (Data source: Wind)

Data shows that leveraged funds continue to build positions. The Media ETF recorded net margin purchases of 21.5784 million yuan month-to-date, with the latest margin financing balance standing at 444 million yuan. (Data source: Wind)

As of January 28, the ETF's NAV has surged 52.99% over the past year. In terms of return capability, as of January 28, 2026, since the ETF's inception, its highest monthly return reached 26.55%, with the longest consecutive winning streak lasting 6 months and generating a cumulative gain of 87.46%. The average monthly return during up months stands at 6.34%, with an annual profitability percentage of 62.50%. As of January 28, 2026, the ETF's annualized excess return over its benchmark since inception reached 1.81%.

As of January 23, 2026, the Media ETF's Sharpe ratio over the past year stood at 1.82.

Regarding drawdowns, as of January 28, 2026, the ETF's relative drawdown against its benchmark year-to-date was 0.12%, the smallest among comparable funds.

On fees, the Media ETF's management fee rate is 0.50% and custodian fee rate is 0.10%, the lowest among comparable funds.

In terms of tracking accuracy, as of January 28, 2026, the ETF's tracking error over the past 3 months stood at 0.019%, the highest tracking precision among comparable funds.

The Media ETF closely tracks the CSI Media Index, which selects 50 listed securities with larger total market capitalization from industries such as marketing and advertising, culture and entertainment, and digital media as index constituents, aiming to reflect the overall performance of representative listed companies in the media sector.

Guojin Securities stated that the development trend of the AI application industry has been established. "Whether from the perspective of ROI (return on investment) on computing power or from the perspective of internet, software, and device-side companies developing products, AI applications have become a 'mandatory course' in 2026. From a revenue contribution perspective, the proportion of AI business revenue to total revenue has exceeded 10% for some companies. The fundamentals of the entire AI application industry reached an inflection point in the second half of 2025, with strong profit elasticity effectively validating the logic of cost reduction and efficiency improvement."

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