基金研究：“十五五”规划-人工智能(网络设施)

1. Report's Investment Rating for the Industry - There is no information about the industry investment rating in the provided content. 2. Core View of the Report - The report focuses on "15th Five - Year Plan - Artificial Intelligence (Network Facilities)". It provides an overview of AI technology, which aims to simulate, extend, and expand human intelligence through computer systems, with applications in various fields. It also details a screening logic for selecting theme - related ETFs based on the core stock pool of AI network facilities产业链, such as CPO optical modules, copper connections/cables, and switches [1]. 3. Summary by Relevant Catalogs 3.1 AI - Network Facilities Industry Overview - AI is a technical science that studies, develops theories, methods, technologies, and application systems for simulating, extending, and expanding human intelligence, with applications in robotics, language recognition, image processing, and intelligent decision - making [1]. 3.2 AI - Network Facilities Industry Chain Companies - The industry chain includes segments like CPO optical modules (e.g., Source Photonics, New - E Optics), copper connections/cables (e.g., Huafeng Technology, Ruike Da), and switches (e.g., Tsinghua Unigroup, Ruijie Networks) [1][3]. 3.3 Key ETF Target Lists - The report lists multiple ETFs, including their fund codes, names, index codes, index names, and equity - holding weights. For example, the "Fuguo CSI Communication Equipment Theme ETF" (fund code: 159583) has an equity - holding weight of 45.04% [4].