中国基金报·2025-09-01 00:31Core Viewpoint - The article highlights the surging interest and investment potential in the artificial intelligence (AI) sector, driven by favorable policies and technological advancements, with projections indicating a significant market growth in the coming years [2][8]. Industry Insights - The AI industry in China is expected to maintain a compound annual growth rate (CAGR) of 32.1% over the next five years, with the market size projected to exceed 1 trillion yuan by 2029 [2][8]. - DeepSeek's launch of the upgraded model DeepSeek V3.1 signifies a new phase in the collaboration between domestic AI software and hardware, aiming to create a comprehensive ecosystem of "chip - large model - application" [4]. - The "AI three swordsmen" ETFs, including the Huaxia AI ETF, have shown impressive market performance, with significant gains of over 50% to 60% within a few months, reflecting strong investor interest in AI core assets [5][6]. Policy Support - The release of the "AI+" action plan by the State Council emphasizes the government's commitment to advancing AI commercialization and innovation, aiming for a transition to an intelligent economy by 2035 [8]. - The policy environment is expected to encourage increased R&D investments and enhance the global competitiveness of domestic AI technologies [8]. Investment Opportunities - The Huaxia AI ETFs track indices that focus on AI-related companies across the entire industry chain, including key players in semiconductor technology, cloud computing, and AI applications [6][10]. - The top ten weighted stocks in the AI ETF include leading tech firms such as Cambricon, Hikvision, and iFlytek, which are pivotal in the AI landscape [11]. - The performance of the AI sector is validated by projected revenue growth, with expected increases in operating income and net profit for the index constituents in the coming years [12]. Future Outlook - The AI sector is anticipated to experience robust growth as "AI+" technologies integrate deeply with various applications, creating new investment opportunities [15]. - The Huaxia fund management team is committed to enhancing investment strategies to capitalize on the ongoing AI development wave, providing investors with tools to navigate this evolving landscape [15].