基金研究：“十五五”规划-人工智能(AI+内容)

Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints - The report focuses on AI + content in the "15th Five - Year Plan". It discusses the technical overview of artificial intelligence, which is a technical science for simulating, extending, and expanding human intelligence, with application areas including robotics, language recognition, etc. It also presents a screening logic for ETFs related to AI + content, involving individual - stock perspective screening and calculation of ETFs' position coverage in different industrial directions and benchmark index holding weights based on the core stock pool of relevant scenarios and ecosystems [1] 3. Summary of Key Points by Directory ETF Screening Logic - Screen ETF targets related to the theme from an individual - stock perspective, and calculate the position coverage of ETF products in each industrial direction by combining the latest index component weights. Calculate the holding weights of each ETF's benchmark index through the benchmark index weight penetration method based on the core stock pool of various scenarios and ecosystems related to AI + content, and retain the indices and ETF products with higher weights [1] Key ETF Targets - A list of key ETF targets is provided, including details such as fund code, fund name, index code, index name, and holding weight. For example, the Southern China Securities Online Consumption ETF (fund code: 159728) has a holding weight of 64.04%, and the Huatai - Berry CSI Animation and Game ETF (fund code: 516770) has a holding weight of 61.73% [2]