当科技理想照进产业现实，解码ETF时代的投资法则

Core Insights - The proactive layout of ETFs by the company has shown effectiveness, particularly in the context of the AI era, emphasizing the combination of "hard technology + soft power" as a driving force for industry logic [1][2][3] - The company has established a comprehensive investment map focusing on four major directions: "Digital AI," "Self-Control," "Life Technology," and "Green Low-Carbon," indicating a strategic approach to future economic growth [4][5] ETF Performance - The Sci-Tech Chip ETF (588200) has become the leading ETF in the chip sector, demonstrating stronger explosive power during chip market rallies compared to its peers [2][3] - The Software ETF (159852), recognized as one of the ETFs with the highest AI application content, has grown to a scale of 5 billion yuan, making it the leading software ETF in the market [3][11] - Over the past year, several ETFs under the company have seen significant returns, with the Hang Seng Medical ETF achieving a return of 100.95% and the Sci-Tech Chip ETF returning 67.13% [6][7] Investment Opportunities - The rapid advancements in foundational AI models and the flourishing of AI applications are creating new investment opportunities, particularly in software, which is becoming a profit center [3][4] - The company has identified that without chips, AI lacks its essence, and without software, AI cannot function effectively, highlighting the interdependence of these sectors [3][4] Market Trends - The total scale of domestic ETFs has reached 4.64 trillion yuan, with 1,234 products available, indicating a growing market for ETF investments [8] - The company has introduced innovative tools like the "Super Jia Bei" index investment tool to help investors navigate the complex ETF landscape and select suitable products [8][9] Strategic Focus - The company emphasizes a deep understanding of industry dynamics to identify enterprises with genuine technological breakthrough potential, rather than merely chasing market trends [4][5] - The focus on "self-control" aligns with national economic security and industrial safety, while the "green low-carbon" strategy responds to the national dual carbon goals [5][12]