推出多种新品 组团实地调研 公募顺势布局科技赛道

Group 1 - The technology sector has seen a strong performance recently, prompting public funds to increase their investment in technology-themed funds, with over 35 new funds reported since August [1][2] - The new funds include various types such as technology sub-sector thematic funds, broad-based index funds for the Sci-Tech Innovation Board, and Hong Kong stock technology-themed funds [2][3] - The launch of the CSI Sci-Tech Innovation and Entrepreneurship Artificial Intelligence ETF has attracted 10 fund managers, indicating significant interest in AI-related investments [2][3] Group 2 - The broad-based index funds for the Sci-Tech Innovation Board have also been expanding, with several funds reported since August, including the SSE Sci-Tech Innovation Board 200 ETF and the SSE Sci-Tech Innovation Board Comprehensive Index Enhanced Fund [3] - Major fund companies are actively reporting Hong Kong stock technology-themed funds, reflecting a continued interest in this area [3] - The issuance of technology-themed funds has rebounded significantly, with several funds achieving substantial fundraising, indicating a positive market sentiment [4] Group 3 - Institutions have been actively researching hard technology companies, particularly in sectors like integrated circuits, computer software, and semiconductors, showing a trend of increased institutional interest [5] - AI is becoming a key driver for growth in the semiconductor sector, with expectations for continued investment in semiconductor materials, equipment, and AI chips [6] - The domestic AI infrastructure investment is still in its early stages, with opportunities concentrated in internet giants and hardware systems, particularly in robotics and terminal products [6]