人工智能产业再提速，华宝人工智能ETF矩阵深度布局

Core Insights - Global AI computing power demand is accelerating, with major tech companies expected to spend over $350 billion on AI-related capital expenditures by 2025, maintaining high spending levels into 2026 [2] - 2025 is projected to be the year of commercialization for AI applications, with significant revenue growth in AI software driven by large models and enhanced capabilities in various applications [2] - The domestic AI industry in China is rapidly catching up, with companies like DeepSeek leading the way in developing autonomous large models and optimizing the direction of major firms [3] Group 1: AI Software and Hardware - AI software, particularly large models, is experiencing rapid revenue growth, supported by the expansion of computing power clusters that enhance intelligence levels [2] - AI hardware is in a phase of rapid iteration, with companies like Tesla and Waymo expanding their robotaxi fleets, and robots from Tesla and Figure being applied in consumer scenarios [2] Group 2: Domestic AI Development - Domestic large models are increasingly focused on self-control of computing power due to chip sanctions, with companies like Huawei and Cambricon working to close the gap with overseas counterparts through software and communication optimizations [3] - Domestic AI applications are advancing, with Meitu launching an AI agent for image processing and brand design, and AI video generation being widely used in advertising and animation [3] Group 3: Investment Opportunities - Huabao's AI ETF matrix is diversifying its investments across various sectors, including overseas computing power, domestic server-focused computing, internet-centric domestic large models, AI in financial technology, and domestic software applications [3]