7月以来，多只科技主题新发基金出现提前结束募集的情况，显示出市场对成长型赛道的高度关 注。 从ETF基金到主动管理型基金，人工智能（AI）、半导体、机器人等方向持续成为资金集中涌入的 焦点。业内人士指出，这一现象背后是产业政策持续释放利好、AI新进展频传，以及投资者对中国经 济转型中科技驱动逻辑的普遍认同。 值得注意的是，这一轮科技基金热潮并非孤立事件，而是贯穿年内的结构性趋势。从估值修复、全 球资金回流，到政策扶持与技术突破的交织，科技创新板块在当前宏观环境下，持续成为基金公司和投 资者共同看好的方向之一。 多只科技主题基金提前结募 7月15日，中海基金发布公告称，旗下中海科技创新主题基金将提前结束募集，募集截止日由原定 的7月25日提前至7月16日。据悉，该基金为一只偏股混合型产品，重点聚焦科技创新主题，拟通过精选 优质科技类上市公司构建投资组合。 证券时报记者注意到，进入7月以来，已有多只科技主题基金产品宣布提前结募，体现出市场资金 对科技赛道的持续关注。近期提前结束募集的产品包括鹏华上证科创芯片ETF、万家中证人工智能ETF 和万家国证港股通科技ETF等。 具体来看，鹏华上证科创芯片ETF自7月7日启 ...

Group 1 - Multiple technology-themed funds have recently ended their fundraising early, indicating a strong market interest in growth sectors [1] - The China Ocean Fund's technology innovation fund shortened its fundraising deadline from July 25 to July 16, reflecting a focus on quality technology companies [1] - Other funds, including the Penghua SSE Sci-Tech Chip ETF and Wanji AI ETF, also completed fundraising ahead of schedule, showcasing significant capital inflow [1] Group 2 - Technology funds are attracting substantial medium to long-term capital due to policy support and clear industry trends, particularly in AI, chips, and robotics [2] - The trend of early fundraising closures for technology-themed funds has become a normalized phenomenon in the current market environment [2] - Despite economic stabilization, external uncertainties remain high, making technology innovation sectors a suitable focus for investors [2]

Core Viewpoint - The recent surge in technology-themed funds, with many ending their fundraising early, indicates a strong market interest in growth sectors such as AI, semiconductors, and robotics, driven by favorable industrial policies and technological advancements [1][3][4]. Group 1: Fundraising Trends - Multiple technology-themed funds have announced early closures of their fundraising periods, reflecting sustained market interest in technology sectors [3][4]. - Notable funds that ended fundraising early include the Penghua SSE Sci-Tech Chip ETF and the Wanji AI ETF, showcasing a strong influx of capital [3][4]. - The trend of early closures for technology-themed funds has become a common occurrence in 2023, particularly for products related to the Sci-Tech Innovation Board and AI [3][4]. Group 2: Reasons for Early Closures - The rapid achievement of fundraising targets due to high investor enthusiasm leads to early closures, as funds set upper limits on their fundraising to enhance management efficiency [5][8]. - The adjustment in technology stock prices may prompt new funds to close early to capitalize on upcoming market trends and share in potential gains [6][8]. - Non-market factors, such as changes in investment strategies or personnel, can also influence the decision to alter fundraising schedules [7][8]. Group 3: Policy and Market Dynamics - The current economic environment, characterized by stabilizing internal conditions and high external uncertainties, makes technology innovation a suitable focus area for investment [10]. - Valuations of Sci-Tech companies have shown signs of recovery, with potential for further increases, especially as the AI industry is still in its early stages [10][11]. - The ongoing global capital reallocation is expected to attract foreign investment back to China's stock market, supported by strong fundamentals and favorable policies [10][11]. Group 4: Long-term Investment Outlook - The Chinese technology sector is experiencing significant opportunities due to supportive policies and market recognition, which are expected to bolster long-term investment value [11]. - The emphasis on technology innovation in national strategies, particularly in AI and advanced manufacturing, indicates a strategic period for investments in these sectors [11].

Core Viewpoint - The article highlights a significant trend in the investment landscape, where multiple technology-themed funds have been closing their fundraising early, indicating a strong market interest in growth-oriented sectors, particularly in technology [1][4]. Group 1: Fundraising Trends - Since July, several technology-themed funds have announced early closures of their fundraising periods, reflecting sustained market interest in technology sectors [3][4]. - Notable funds that have closed early include the Zhonghai Technology Innovation Theme Fund, Penghua SSE Sci-Tech Innovation Chip ETF, and Wanji AI ETF, showcasing a strong influx of capital [3][4]. - The trend of early fundraising closures for technology funds has evolved into a broader industry trend, particularly favoring products related to the Sci-Tech Innovation Board and AI-themed ETFs [4][9]. Group 2: Reasons for Early Closures - The rapid achievement of fundraising limits is a primary reason for early closures, as many funds set upper limits to enhance investment management efficiency and risk control [6]. - The adjustment of technology stocks after a period of decline may also motivate new funds to close early to capitalize on upcoming market opportunities [7]. - Non-market factors, such as sudden changes in investment strategies or personnel, can disrupt planned fundraising schedules, prompting early closures [8]. Group 3: Market Dynamics and Policy Support - The technology sector is benefiting from favorable policies and clear industry trends, attracting significant long-term capital allocation [9][10]. - The current macroeconomic environment, characterized by stabilizing internal economic conditions and high external uncertainties, makes technology innovation a suitable focus area for investment [10]. - The ongoing global capital reallocation is expected to enhance the market attention on technology enterprises, with China's stock market showing resilience and potential for attracting overseas capital [11]. Group 4: Future Outlook - The article emphasizes that the technology sector is entering a "golden period" for strategic layout, driven by continuous policy support and the emergence of new technologies such as AI and semiconductors [12]. - The long-term investment value of technology innovation is reinforced by national strategic support and increasing policy intensity, particularly in advanced manufacturing and AI [12].

Group 1 - The core viewpoint of the articles highlights a significant trend in the investment landscape, where multiple technology-themed funds have been closing their fundraising early, indicating a strong market interest in growth sectors such as AI, semiconductors, and robotics [1][5][6] - The early closure of these funds is attributed to a combination of factors including rapid achievement of fundraising targets, the desire to capitalize on upcoming technology stock rallies, and non-market factors affecting the issuance process [6][7] - The technology sector is viewed as a key investment opportunity moving forward, with expectations of continued focus on innovation and growth, particularly in AI and related fields, supported by favorable policies and market conditions [7][8] Group 2 - Since July, several technology-themed funds have announced early closures, reflecting sustained investor interest in the technology sector, with specific funds like the Penghua SSE Sci-Tech Chip ETF and Wanji AI ETF being notable examples [4][5] - The trend of early fundraising closures is not isolated but part of a broader structural trend observed throughout the year, driven by valuation recovery, global capital inflows, and supportive policies [3][6] - Analysts suggest that the current macroeconomic environment, combined with the ongoing development of AI and other technologies, positions the technology sector as a promising area for investment, with potential for significant returns as the industry evolves [7][8]

❑ 中证人工智能指数：集合 AI 核心企业，收益弹性大 中证人工智能主题指数（930713.CSI）从全市场选取 50 只业务涉及为人工智能提 供基础资源、技术以及应用支持的上市公司证券，反映人工智能主题上市公司证 券的整体表现，过往呈现出高收益弹性的特征。中证人工智能指数在市值分布上 兼顾大盘与中小盘风格，成分股覆盖主板、科创板和创业板。行业主要分布在计 算机、电子、通信行业，涉及数字芯片设计、横向通用软件、通信网络设备及器 件、IT 服务等细分赛道，前十大权重股包含寒武纪、海康威视、中际旭创、中科 曙光、科大讯飞等 AI 产业各赛道龙头。 ❑ 万家中证人工智能 ETF：一键布局 AI 核心资产 2025 年 1 月中国本土研发的大模型 DeepSeek-R1 横空出世，凭借卓越性能和成本优 势火爆出圈，国内外巨头纷纷接入，AI 新生态正逐步形成，产业持续高景气。在政策 红利与科技创新共振下，人工智能产业有望成为一条长期投资主线。由于人工智能相 关股票较多，涉及众多细分赛道，产业变化较快，投资难度较高，中证人工智能指数 作为 AI 主题指数，集合 AI 核心企业，具有覆盖面广、收益弹性大的特征，或成为产 业 ...