苦熬半年站上“C”位！AI基金大赚111%

Core Insights - The AI sector has seen a significant turnaround in fund performance, transitioning from losses to substantial gains in a short period, particularly after July [1][2][4] Group 1: Fund Performance - Many funds that were underperforming in the AI sector earlier this year have experienced a dramatic recovery, with some achieving over 70% returns in the last three months [2][5] - Specific funds, such as the Xin'ao Performance Driven Fund, saw their net value increase from 0.7264 yuan in January to 1.2948 yuan by August 22, marking a 105% increase in net value over three months [2][3] - The Caitong Integrated Circuit Industry Fund transitioned from a 26% loss to a 44% gain within three months, highlighting the impact of the AI sector's resurgence [3][4] Group 2: Market Trends - The market has exhibited clear thematic rotation, with the AI sector gaining traction as the pharmaceutical sector's performance began to cool down [4][5] - The CSI Artificial Intelligence Index saw a cumulative increase of 35% from July 1 to the present, indicating a strong recovery in the AI sector [5] Group 3: Investment Strategies - Investment in the AI sector is increasingly focused on computing power, with expectations for demand to grow exponentially due to advancements in AI applications [6][7] - Key drivers for the strong performance in the computing power segment include increased capital expenditure from major cloud providers and the release of new AI models by companies like OpenAI [6][7]