苦熬半年站上“C”位！AI基金，大赚111%

Core Viewpoint - The AI sector has experienced a significant turnaround in performance since July, with many funds that previously underperformed now achieving substantial gains, highlighting a shift in market dynamics and investment focus [1][3][6]. Group 1: Fund Performance and Market Dynamics - Many funds in the AI sector faced losses in the first half of the year but saw a dramatic recovery starting in July, with some funds reporting returns exceeding 70% in just three months [3][4]. - The top 20 performing funds in the recent three-month period were all focused on AI computing, with the highest return reaching 111% [3][5]. - For instance, the Xin'ao Performance Driven Fund saw its net value increase from 0.7264 yuan in January to 1.2948 yuan by August, marking a 105% increase in three months and a year-to-date return of 78% [3][4]. Group 2: Sector Rotation and Investment Trends - The market has shown clear signs of thematic rotation, with the AI sector gaining traction as the innovative drug theme began to cool down [6][7]. - The CSI Artificial Intelligence Index experienced a cumulative increase of 35% from July 1, indicating a strong recovery in the AI sector [7]. - The shift in focus towards AI is attributed to several factors, including increased capital expenditure from major cloud providers and the rapid deployment of AI applications [9][10]. Group 3: Future Outlook and Investment Strategies - Industry experts emphasize that the core of AI investment lies in computing power, with demand expected to grow exponentially as applications become more widespread [9][10]. - The AI computing sector is anticipated to benefit from advancements in GPU and ASIC chips, as well as emerging technologies like high-power power systems and liquid cooling solutions [10]. - The domestic semiconductor industry is expected to gain from the AI sector's growth, with increased support for local chip manufacturers and the acceleration of the domestic computing ecosystem [10].