诺安基金刘慧影：AI应用“春来急” 中国力量将引领全球科技向新向远

Core Insights - The 2025 World Artificial Intelligence Conference (WAIC 2025) opened in Shanghai, focusing on AI infrastructure, intelligent terminals, and other key areas, attracting widespread attention [1] - Liu Huiying from Nuoan Fund highlighted two main aspects of Huawei's advancements: the CloudMatrix384 super node high-performance computing architecture and the HarmonyOS native AI applications [1][2] - Liu emphasized that breakthroughs in Chinese AI hardware technology will enhance the core competitiveness of AI unicorn companies, leveraging a large domestic user base [2] Industry Trends - The AI competition is entering a new phase, with Chinese AI hardware breakthroughs expected to lead to a surge in demand for domestic chips, enabling local AI applications to flourish [2] - Nuoan Fund aims to be at the forefront of technology investments, focusing on domestic substitution as a core investment theme, particularly in AI and chip autonomy [2][3] - The report "China Technology - Dare! 2025 Nuoan Fund Technology Investment Report" was released, exploring investment opportunities in China's technology sector [2] Performance Metrics - As of June 30, 2023, Liu Huiying's managed fund, Nuoan Growth Mixed Fund, ranked in the top 12% of its category, while another fund, Nuoan Optimized Allocation Mixed A, performed even better, ranking 38th out of 1819 in the past year [3] - The report indicates that Chinese technology companies are gradually breaking through Western technological barriers, requiring patient capital to support their global expansion [3] Future Outlook - Liu believes that China will emerge as a leader in global technology development amid the accelerating wave of AI application growth [3]