科创投资新风向 华商上证科创板综合指数增强基金5月6日发售

Core Viewpoint - The launch of the Huashang SSE Sci-Tech Innovation Board Comprehensive Index Enhanced Fund aims to provide investors with a new tool to invest in the hard technology sector and share in the benefits of technological innovation [1][4]. Group 1: Fund Overview - The fund will be managed by Huashang Fund's quantitative investment team, integrating beta from the Sci-Tech Innovation Board with actively managed alpha [1]. - The SSE Sci-Tech Innovation Board Comprehensive Index reflects the overall performance of the Sci-Tech Innovation Board, covering nearly 97% of market capitalization across large, medium, and small-cap securities [1]. - The index has a balanced industry distribution, with significant weights in semiconductors (36.5%), electrical equipment, machinery manufacturing, and pharmaceuticals [1]. Group 2: Investment Strategy - The fund employs a proprietary quantitative stock selection model developed by Huashang Fund, aiming to achieve investment returns that exceed the target index while closely tracking it [1]. - The investment model utilizes "multi-factor + AI empowerment," leveraging big data and machine learning to adapt to rapidly changing markets, potentially offering higher and more stable excess returns compared to traditional quantitative strategies [2]. Group 3: Management Team - The fund will be co-managed by Dr. Ai Dingfei and Dr. Hai Yang, both of whom have extensive experience in securities research and investment [3]. - Dr. Ai Dingfei has over 10 years of experience in the securities industry, focusing on quantitative multi-factor stock selection and deep learning algorithms for portfolio optimization [3]. - Dr. Hai Yang specializes in risk and return monitoring through quantitative models, aiming for optimal exposure to risk and expected returns across different sectors [3]. Group 4: Market Outlook - The fund's management emphasizes the importance of technology as a key driver of economic growth amid global competition and industrial upgrades, supported by national policies favoring high-end industry transformation [4]. - The current global environment is entering a new cycle of technological innovation, with sectors like AI and satellite communication expected to see exponential growth in the coming years [4].