打包科创板AI产业链上中下游 AIETF富国正在发行中

Core Insights - The rapid development of the AI industry is driving global competition in AI computing power, with significant advancements in AI computing networks, including the launch of the "Trisolaris Computing Constellation" and upcoming satellite launches by Starcloud [1][2] - The importance of computing power infrastructure as a foundation for AI has gained attention, leading to investment opportunities, particularly in domestic computing chips [1][2] Group 1: AI ETF and Index Performance - The AI ETF managed by the company tracks the Shanghai Stock Exchange Science and Technology Innovation Board AI Index, which includes 30 companies across the AI value chain, with a strong focus on domestic computing chips [2] - The index has shown significant performance, with a growth of 113.47% from September 2024 to February 2025, outperforming other AI indices [2][3] Group 2: R&D Investment and Future Outlook - The AI index emphasizes R&D investment, with a research expense ratio of 20%, higher than other indices, which helps build technological barriers [3] - The fund manager believes there is substantial room for growth in AI penetration, supported by favorable policies and a broad domestic replacement space, indicating a strong potential for sustained market performance [3]