Computing power demand continues to grow rapidly, AI applications may usher in a breakout turning point, artificial intelligence theme index surges over 6%

As of April 8, 2026, 13:54, the CS Artificial Intelligence Index (930713) is surging strongly, up 6.62%. Constituent stock CoCreate Data is up 12.19%, Sangfor is up 10.70%, Kunlun Wanwei is up 10.57%, and individual stocks including Zhongji Xuchuang and Runze Technology are also moving up in tandem.

On the news front, the boom in computing power continues to rise. With the explosion of Agent applications and the multimodal ecosystem, global Token usage is entering a new round of accelerated growth. According to OpenRouter data, the number of weekly Tokens consumed over the past year increased from 2.1T to 24.5T, a 280% increase in weekly Token consumption since 2026. Domestic model providers and cloud platforms have all lowered the quotas and discounts of Coding Plan, and vendors such as Zhipu AI have seen purchase restrictions on their Coding Plan products.

Industrial Securities states that global AI competition is intensifying, and that model iteration is driving the development of applications. In 2026, the global AI race continues to heat up; rapid iteration of model capabilities is constantly opening up new application space, and blockbuster applications rolling out is highly anticipated. The overseas landscape is shifting from OpenAI’s dominance to a multipolar structure, continuing to provide demonstrations for domestic markets; domestically, there is an inflection point for an application boom, with tech giants accelerating their deployments, and model iteration together with penetration into scenarios forming a resonance.

Tianhong CSI Artificial Intelligence (A:011839; C:011840) are passive index funds that closely track the CSI Artificial Intelligence Theme Index, aiming to minimize tracking deviation and error. This index covers leading companies across the entire AI industry chain, including the foundational layer (chips/computing power), the technology layer (algorithms/frameworks), and the application layer (industry solutions). It focuses on core areas such as semiconductors, computers, and software, comprehensively representing China’s AI industry ecosystem.

In terms of industry distribution, the CSI Artificial Intelligence Theme Index (930713) covers the entire AI industry chain—from underlying computing power, to mid-level technology, to upper-layer applications—fully covering the three core links of the artificial intelligence industry.

Looking at the top ten most heavily weighted holdings of the index, categorized by AI sub-sectors, optical modules/communications account for 21.14% (Zhongji Xuchuang, New Eason). AI chips/processors account for 14.51% (Cambricon, Lanci Technology, Omnivision). AI servers/computing power account for 4.70% (Sugon). Algorithms/large models/NLP account for 4.36% (iFlytek). Computer vision accounts for 4.11% (Hikvision). AI application/IP platforms account for 5.22% (Kingsoft Office, AisinoGenuity).

As of December 31, 2025, the product size of the Tianhong CSI Artificial Intelligence Theme Index Fund reached 3.394 billion yuan, with Class A at 780 million yuan and Class C at 2.614 billion yuan. In terms of size and liquidity, it shows significant advantages. (Data source: 2025 Q4 report of the product.)

Regarding fund performance, 2025 historical returns were strong: Tianhong CSI Artificial Intelligence Theme Index Fund, Class A: 64.98%, Class C: 64.66% (Data source: 2025 Q4 report of the product).

As for fees, the fund’s operating fee rate (management fee + custody fee) is 0.6%, and the C-class sales service fee is 0.25%. Subject to matching your own risk tolerance, it is suitable for holding within 1 year; for long-term holding, Class A is preferred.

In terms of tracking error, as of December 31, 2025 (Q4 report), the tracking error of the Tianhong CSI Artificial Intelligence Theme Index Fund was 1.34% for Class A and 1.02% for Class C, ranking at an excellent level among similar over-the-counter AI index funds.

Choosing an over-the-counter AI index fund investment option is convenient and user-friendly. You don’t need a stock account. Subject to matching your own risk tolerance, you can buy via wealth-management accounts such as Alipay, Tiantian Fund, and JD Finance. It supports regular investment plans and is suitable for a long-term allocation of tech growth—an easy way for ordinary investors to get involved in artificial intelligence.

If you’re interested, on channels such as Alipay, Tiantian Fund, and JD Finance, search for: Tianhong CSI Artificial Intelligence (A:011839; C:011840), and you can learn more.

Risk warning: The views are for reference only and do not constitute investment advice. The market involves risks; investing requires caution. Before buying a fund, investors should carefully read the fund prospectus and the fund contract. Based on factors such as your investment objectives, investment horizon, and investment experience, you should fully consider your own risk tolerance. After understanding the product situation and sales appropriateness opinions, make a rational and cautious investment decision. Index funds have tracking error. The above is only the listing of index constituent stocks and does not recommend specific stocks. The index’s historical performance does not constitute a prediction or guarantee of future returns of the fund.

Note: The full fiscal-year product performance and benchmark performance of the Tianhong CSI Artificial Intelligence Index Fund since its inception are: Class A: 2022 -33.10%(-33.90%), 2023 +13.19%(+10.02%), 2024 +20.16%(+19.50%), 2025 +64.98%(+63.64%); Class C: 2022 -33.24%(-33.90%), 2023 +12.97%(+10.02%), 2024 +19.91%(+19.50%), 2025 +64.66%(+63.64%).