考虑到AI产业链技术和专业投资门槛较高，且鱼龙混杂，对于没有时间和精力研究个股的投资者来 说，借助像汇安成长优选混合型基金这样专业投研团队护航的基金产品，通过基金定投和分批逢低买入 的方式来曲线上车，投资体验感有望提升。 汇安成长优选混合基金经理为单柏霖，系清华大学集成电路工程学硕士研究生，曾在中国兵器工业计算 机研究所担任系统开发工程师，从事相关项目的设计与研发，后加入券商担任行业研究员，从事科技相 关行业与个股研究。2020年7月加入汇安基金后，又负责科技板块行业与股票研究工作，具有深厚的学 术和专业背景。在单柏霖看来，当前，人工智能产业进入黄金发展期，A股投资也将迎来战略配置窗 口。具备自主可控能力的国产算力提供商，拥有行业数据壁垒的AI+场景落地企业，以及受益于全球供 应链重构的精密制造龙头等方向，或许值得重点挖掘。 风险提示：本文观点仅供参考，基金有风险，投资须谨慎。 "英伟达恢复对中国出口H20芯片"消息一出，再度为AI板块注入一针强心剂。此举有望缓解国内推理算 力短缺问题，利好AI大模型和应用层面相关产业链的企业，如服务器制造、液冷技术、云计算、软件 生态、行业应用等环节。与此同时，多家AI产业 ...

Group 1 - The core viewpoint of the articles highlights the robust growth of China's AI industry, with leading companies reporting triple-digit revenue growth for AI-related products over seven consecutive quarters, indicating a high level of industry prosperity [1] - The recent release of 15 policy measures by multiple government departments aims to support technological innovation through comprehensive financial services, prompting brokerages to advise investors to focus on opportunities within the technology sector [1] - The technology sector is expected to regain momentum as market conditions improve, with a shift towards mid- to long-term investment logic driven by favorable industry trends and capital expenditure plans from leading internet firms [1][3] Group 2 - The AI field presents high technical and professional investment barriers, leading to a recommendation for investors to consider systematic investment plans in related public funds to mitigate risks and manage costs effectively [2] - The Hui'an Growth Preferred Mixed Fund is identified as a product with significant AI exposure, actively investing in assets related to AI computing power, algorithms, and applications [2] - The fund manager emphasizes a positive outlook on the technology sector, particularly in AI and robotics, with expectations of product innovation cycles and improved industry demand in the coming months [3]