投资者冲进人工智能ETF！基金经理：现在的AI和2021年的新能源类似

Core Viewpoint - The recent World Humanoid Robot Games held in Beijing from August 14 to 17 has attracted market attention, leading to a significant surge in artificial intelligence (AI) concept stocks since August [1] Group 1: Market Performance - As of August 21, the CSI Artificial Intelligence Industry Index recorded a return of 24.08% over the past month, outperforming the CSI 1000 Index and the CSI 300 Index, which returned 9.7% and 4.96% respectively [2] - There are currently 63 AI-themed funds in the market, with a total scale of 732.13 billion yuan, of which 14 funds exceed 10 billion yuan in size. Since August, all 63 AI-themed funds have achieved returns exceeding 10% [2] - The Huafu CSI Artificial Intelligence Industry ETF (515980.SH) has a return of 18.62% this month, while the Wanji AI fund has a return of 16.98% [2] Group 2: Fundraising and New Products - The Huatai-PB CSI Sci-Tech Innovation Board AI ETF, originally scheduled for fundraising from August 19 to 25, ended its fundraising early on August 20 after just two days. Similarly, the Penghua CSI Sci-Tech Innovation Board AI ETF shortened its fundraising period to eight days, raising 8.07 billion yuan, with 98.35% held by individual investors [7] - On August 20, six fund managers, including E Fund and Huatai-PB, collectively submitted applications for the CSI Sci-Tech Innovation and Entrepreneurship AI ETF, which tracks a new index comprising 50 companies involved in AI resources, technology, and applications [8] Group 3: Industry Outlook - The current surge in the AI sector is driven by increasing global computing power demand, particularly due to the generative AI wave, which is expected to benefit the domestic computing power industry chain [9] - Future investment focus in the AI sector will center on performance realization and competitive landscape, with an emphasis on companies with high order visibility and solid technical barriers [10] - The AI sector is currently leading the market, similar to trends seen in the semiconductor and new energy sectors in previous years, indicating a strong bullish sentiment as long as industry trends remain clear [10]