ChinaAMC CSI Artificial Intelligence ETF (515070) Rises 8.48% Over the Past Week; Institutional Research Shows Downstream Enterprises in Multiple Sectors Have Integrated Vertical AI Applications

NewTimeSpace (newtimespace.com) News,On July 1, 2026, the artificial intelligence theme continued its strong performance in the morning session. As of 09:57,ChinaAMC CSI Artificial Intelligence ETF (515070) rose 1.17%, aiming for a 3-day consecutive gain. The latest price stood at RMB 2.85. Looking at a longer timeframe, as of June 30, 2026,ChinaAMC CSI Artificial Intelligence ETF has achieved a cumulative gain of 8.48% over the past week.

Data shows that in terms of scale, the latest fund size ofChinaAMC CSI Artificial Intelligence ETF reached RMB 10.254 billion, hitting a new high for the past month. As of June 30, the net asset value (NAV) ofChinaAMC CSI Artificial Intelligence ETF has risen 44.55% since the beginning of 2026, and has surged 208.08% over the past two years.

In terms of news coverage, the artificial intelligence industry has seen frequent developments recently. On June 30, Meituan officially released its next-generation trillion-parameter large model, LongCat-2.0, and will open-source it to the public. LongCat-2.0 has a pre-training data scale exceeding 30T tokens, covering various data types including Chinese, English, multilingual, and code, and natively supports an ultra-long context of 1M tokens. Anthropic officially released its next-generation mid-tier model, Claude Sonnet 5, and set it as the default model for the Claude platform, making it fully available to both free and paid users.

Recently, Mininglamp Technology (2718.HK) officially launched Octo—the first open-source and trusted Agent collaboration network, pioneering a new paradigm for human-AI collaboration. Octo supports private deployment and constructs an "Internet of Agents" by reconstructing isolated AI Agents into collaborative, orchestratable, and evaluable organizational digital workforces.

Huaxin Securities released its recent AI research report, stating that enterprise-side demand for AI applications has been validated, and Token consumption continues to rise. The companies surveyed all provide enterprise-grade AI application services to their clients. The industry generally believes that AI commercialization has entered the implementation phase, where AI is no longer a simple chat window but can become an AI employee embedded into corporate business processes. According to the research findings, downstream enterprises in various fields such as industry/manufacturing, retail, healthcare, marketing, and sales have already integrated vertical AI applications, with daily token calls ranging from millions to hundreds of millions, validating once again the certainty of downstream AI demand.

Hong Kong-listed Large Model Concept Stocks:

KNOWLEDGE ATLAS (02513.HK)

Knowledge Atlas Technology Joint Stock Company Limited (02513.HK; commercially known as Zhipu AI) is a leading player in China's independent large language model (LLM) sector (recognized for its capabilities and market position by Frost & Sullivan). The company has released its next-generation flagship model, GLM-5, achieving open-source State-of-the-Art (SOTA) performance in coding and agentic capabilities. It has also open-sourced the multimodal image generation model GLM-Image in collaboration with Huawei. Focusing on novel model architecture design, generalized reinforcement learning paradigms, and autonomous model evolution, its business layout closely aligns with the trend of enterprise-level AI productivity transformation.

MEITUAN-W (03690.HK)

An AI technology pioneer in the local lifestyle services sector. Its AI-native community "Miyou" has validated its practical value in physical operational scenarios, helping catering brands improve operational efficiency. The company continues to optimize search, recommendation, and dispatch algorithms within the local lifestyle ecosystem using its self-developed LLM capabilities. By introducing AI agent technologies into intelligent customer service, merchant marketing assistants, and on-demand delivery route planning, it remains committed to enhancing bilateral operational efficiency and refined management levels.

MININGLAMP-W (02718.HK)

As an LLM concept stock, Mininglamp Technology is recognized by the market as the "First Agentic AI Stock in Hong Kong." Its self-developed model cluster includes the DeepMiner LLM product line (underlying engine), models such as Mano/Cito, and the Cider inference acceleration framework. These are all interconnected by the Octo platform layer to serve as a human-Agent collaboration hub, ultimately delivered in the form of Agentic Services to empower the implementation of decision-making agents in industries like marketing and mass consumption. The company bypasses the "Scaling Up" route of monolithic LLMs, opting instead for a "Scaling Out" approach through the collaboration of multiple specialized small models, achieving precision that surpasses general models in vertical scenarios. Its core moats lie in granular scenario data, specialized models, and continuous learning, culminating in an open-source, privately deployable, and white-box auditable Private AI infrastructure.

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