Core 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].

这个夏天，人工智能的热度比气温更加灼人。投资者间热议着寒武纪股价超过茅台、登顶新一代"股王"的传奇。从产业端到政策端的多重利好，点燃市场 对人工智能板块的热情。 据艾瑞咨询预测，中国人工智能产业未来五年将保持32.1%的年均复合增长率，2029年市场规模将突破万亿元。多重利好催化下，市场热度持续高涨，人 工智能产业投资价值空间有望进一步打开。 人工智能板块热度持续 "人工智能三剑客"提前布局 在产业端，深度求索（DeepSeek）宣布升级版大模型DeepSeek V3.1，采用UE8MO FP8 Scale参数精度，针对性适配下一代国产芯片适配，标志着国产AI 软硬件协同迈进新阶段，有望加速构建"芯片－大模型－应用"全生态闭环，推动人工智能产业商业化发展。 政策方面，《关于深入实施"人工智能+"行动的意见》的发布，进一步点燃市场对人工智能板块的热情。 此外，为帮助场外投资者更好地捕捉未来科技发展的投资机遇，华夏基金将于9月1日正式发行华夏上证科创板人工智能ETF联接（A类：024411；C类： 024412）。 政策强势驱动 人工智能迎接万亿市场 近年来，国家对人工智能产业发展的重视程度与日俱增。为加速推进人 ...