中国科创重塑全球竞争格局，普通投资者如何把握投资机遇？

Group 1 - The A-share market has entered a phase of high volatility after reaching a new high, with active trading despite mixed performance [1] - The hard technology sector, including artificial intelligence, chips, and large model computing power, is a key driver of the current market trend [1] - Bosera Fund has established a strong investment research platform and quantitative team to navigate market fluctuations and identify asset value [2] Group 2 - Bosera Fund was one of the first five fund management companies approved by the China Securities Regulatory Commission and has been a pioneer in the industry since its establishment in 1998 [2] - The company initiated its technology investment strategy in 2016, three years before the launch of the Sci-Tech Innovation Board, and established a dedicated research team focusing on TMT, new energy, biomedicine, and high-end equipment [2] - Bosera Fund has developed a dynamic valuation model to address the valuation challenges of Sci-Tech enterprises, enhancing the efficiency of research outcomes into investment [2] Group 3 - As of the end of 2024, Bosera Fund's holdings in technology companies have increased by nearly 50% since 2019, with the number of equity public products in the technology sector rising by 218% [7] - The Sci-Tech 100 Index ETF has shown strong performance, with a one-year net asset value growth of 39.42%, outperforming its benchmark [7] - The Sci-Tech AI ETF, managed by Li Qingyang, has grown from 235 million yuan to over 6.3 billion yuan since its inception, with a net value increase of 17.02% [7] Group 4 - The Sci-Tech Chip ETF has also performed well, with a net value increase of 62.19% since its inception, and its benchmark return at 66.22% [8] - Bosera Fund's product matrix covers the entire Sci-Tech industry chain, offering both actively managed thematic funds and passive products tracking the Sci-Tech 50 Index [8] - The company has launched an AI + Semiconductor ETF, which has successfully captured opportunities in both artificial intelligence and domestic substitution, with an initial scale exceeding 8 billion yuan [8]