Group 1 - The core viewpoint of the news highlights the active performance of AI applications and big data sectors, with significant gains in various ETFs related to these fields, such as the Growth Enterprise Market Software ETF and Big Data ETF, which saw increases of 5.42% and 5.04% respectively [1] - The Ministry of Industry and Information Technology has recently issued an action plan for the high-quality development of industrial internet platforms from 2026 to 2028, focusing on differentiated development and encouraging platform enterprises to prioritize quality over quantity [1] - The action plan includes initiatives to enhance data collection and utilization in key manufacturing industries, aiming to build high-quality industry data sets and promote the digital transformation of manufacturing enterprises [1] Group 2 - The Growth Enterprise Market Software ETF tracks the Growth Enterprise Market Software Index, selecting 50 core stocks in the software sector, covering the entire chain of basic software, application software, and IT services, with a high elasticity attribute [2] - The performance elasticity and valuation potential of constituent companies are expected to improve due to the empowerment of AI, domestic substitution, and policies promoting digital transformation [2]

Core Viewpoint - The article emphasizes that 2025 is a "golden window period" for AI investment, driven by a deep resonance of policy, technology, and demand, transitioning the industry from "possibility" to "certainty" [4]. Policy Support - The Chinese government has elevated AI as a core engine for economic transformation, with a goal of over 70% penetration of smart terminals by 2027 and a fully intelligent society by 2035 [6]. - In Q1 2025, domestic AI-related companies received government subsidies that increased by 38% year-on-year, with subsidies for computing infrastructure and intelligent robotics exceeding 50% growth [6]. Technological Breakthroughs - OpenAI's release of the o3 and o4-mini models has advanced AI capabilities from understanding to performing tasks [6]. - The establishment of the Agentic AI Foundation (AAIF) aims to unify industry standards, enhancing AI application development efficiency by 40% and reducing implementation costs by 25% [6]. Demand Surge - Global tech giants are aggressively investing in AI infrastructure, with Microsoft planning to invest $17.5 billion in India over four years and Alibaba Cloud aiming for over 380 billion yuan in the next three years [7]. - The demand for AI has expanded from consumer entertainment to B2B applications, with smart factories improving efficiency by 30% and medical AI achieving over 92% accuracy in imaging diagnostics [7]. Investment Strategy - The complexity and volatility of the AI industry necessitate diversified investment strategies, as individual stock performance can be significantly affected by changes in policy, technology, and production schedules [9]. - Index-based investments are highlighted as a superior solution for ordinary investors, allowing them to capture industry growth while mitigating risks associated with individual stocks [9]. ETF Products - The company has developed a range of ETFs that cover the entire AI industry chain, catering to different risk appetites. These include: - The AI ETF focusing on "computing devices + software services + application scenarios" [10]. - The Sci-Tech AI ETF targeting core areas like AI chips [10]. - The Software ETF concentrating on AI software and fintech [10]. - The Robotics ETF, which has a high concentration on humanoid robots [10]. Risk Management - The company employs a robust risk management system that includes real-time monitoring and diversified asset allocation to mitigate the impact of uncertainties in the AI sector [13].