近日，A股市场在创下阶段性新高后进入高位震荡，尽管市场近期呈现涨跌互现格局，但成交依然活 跃。硬科技赛道作为行情的核心引擎：人工智能、芯片、大模型算力等板块掀起连番热潮，在资本市场 中展现出强劲的上涨势头。 当科技板块火热的浪潮奔涌而来，公募基金管理人如何在纷繁复杂的投资机遇中精准把握时代脉搏，于 百舸争流中脱颖而出？答案藏在扎实的"内功"修炼之中。 博时基金依托强大的投研平台和量化团队，穿透市场波动把握资产本质规律；凭借前瞻性的战略眼光， 率先布局科创AI ETF、科创100指数ETF、科创芯片ETF博时等一系列旗舰产品，打造出了受投资者青 睐的硬科技投资产品矩阵，覆盖科创全产业链。 截至2024年底，博时基金持仓科技公司总市值较2019年增长近50%，科技方向权益类公募产品数量达56 只，较2019年增长218%，占公司全部权益产品比重超过50%。 以科创100指数ETF（588030）为例，该基金近年来展现出良好的业绩表现和投资优势。基金二季报显 示，近1年单位净值累计增长39.42%，业绩比较基准收益率为38.97%，展现出较强的跟踪能力和一定的 超额收益能力。（近一年指2024年6月30日至2025 ...

Core Viewpoint - The article highlights the significant rise of the Shanghai Composite Index, surpassing 3800 points, marking a historical high since August 2015, which injects strong confidence into the market [1] Group 1: Technology Sector Dynamics - The hard technology sector, including artificial intelligence, chips, and large model computing power, has become the core engine of the current market rally, with notable companies like Cambricon Technologies reaching a market value of over 580 billion yuan [2] - The current phase is characterized by a shift from "early layout" to "explosive realization," indicating a significant improvement in industry maturity and a transition from a "catch-up" phase to a "leading" phase in China's technology industry [2] - The core drivers for the technology sector's growth by 2025 are identified as "policy precision, technological independence, and visible profitability," suggesting a stronger and more differentiated market compared to previous cycles [2] Group 2: Fund Management Strategies - Fund managers are focusing on solid internal capabilities to navigate the complex investment opportunities in the booming technology sector, with BoShi Fund leveraging its strong research platform and quantitative team to capture market trends [3] - BoShi Fund has proactively launched a series of flagship products, including AI ETFs and technology indices, to create a comprehensive investment product matrix covering the entire technology industry chain [3][4] Group 3: Investment Performance and Growth - Since the establishment of the Science and Technology Innovation Board in 2019, it has nurtured 586 hard technology companies, raising 925.7 billion yuan, with a total market value of 74,217.35 billion yuan [4] - BoShi Fund's technology-related equity products have seen a significant increase, with the number of products growing by 218% since 2019, now accounting for over 50% of the company's total equity products [7] - The performance of BoShi's technology-focused funds has been strong, with the Science and Technology Chip ETF showing a net value growth of 62.19% since its inception, outperforming its benchmark [11] Group 4: AI Integration in Investment Research - BoShi Fund has initiated an "AI + Investment Research" strategy to enhance research efficiency and decision-making accuracy, establishing an AI laboratory to integrate AI technology into various aspects of investment management [12][13] - The investment research team has adopted a tiered research mechanism to track rapid changes in the technology sector, ensuring comprehensive coverage of key technology stocks [12] - The introduction of AI in investment decision-making has improved information aggregation and risk management, enhancing the overall operational compliance of the fund [13][14]