AI产业链高景气再获印证 汇安成长优选顺势突围

Group 1 - Nvidia's resumption of H20 chip exports to China is expected to alleviate domestic inference computing power shortages, benefiting related industries such as server manufacturing, liquid cooling technology, cloud computing, software ecosystems, and industry applications [1] - Multiple AI industry chain companies have reported significant year-on-year growth in sales revenue and net profit for the first half of 2025, driven by sustained investments in AI-related computing power [1] - The AI industry chain has seen a surge in the capital market, with AI-focused funds performing exceptionally well, such as the Hui'an Growth Preferred Mixed Fund, which has achieved over 50% annual return as of July 17, 2025 [1] Group 2 - With the expansion of global customer demand and the positive outlook for the AI industry, Chinese manufacturers are expected to share in the global AI development dividends, with the AI computing power sector being revalued by the market [2] - Institutions predict that the global semiconductor market will reach $1 trillion by 2030, with AI semiconductors being a major growth driver [2] - Given the high technical and investment barriers in the AI industry, investors lacking time and expertise may benefit from professional fund products like the Hui'an Growth Preferred Mixed Fund, utilizing dollar-cost averaging strategies [2] Group 3 - The manager of the Hui'an Growth Preferred Mixed Fund, Shan Bailin, has a strong academic and professional background in integrated circuit engineering and technology sector research, and believes the AI industry is entering a golden development period [3] - Key investment areas include domestic computing power providers with independent controllability, AI companies with industry data barriers, and precision manufacturing leaders benefiting from global supply chain restructuring [3]