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嘉实基金:洞察智能时代脉搏构筑数字AI投资新生态
Di Yi Cai Jing· 2025-08-05 09:56
Core Insights - The Chinese government has approved the "Artificial Intelligence +" action plan, marking a significant acceleration in the national strategy for AI development [1] - The upcoming World Robot Conference in Beijing will showcase the latest advancements in AI-enabled robotics, highlighting the growing importance of digital AI in various industries [1][2] - Digital AI is seen as a core driver of the Fourth Industrial Revolution and a strategic choice for China to respond to global technological competition [1][2] Industry Trends - By mid-2025, domestic AI products are expected to achieve breakthroughs in billion-level parameter scales and multi-modal capabilities, integrating deeply with various sectors such as education, industrial design, and content creation [2] - The trend of "comprehensive AI integration" has been added to the previous trends of internetization, electronicization, informatization, cloud computing, and 5G [3] Company Strategy - The company has been focusing on AI's potential since 2016, establishing a dedicated research framework and high-frequency database to track industry developments and identify key opportunities and risks [3] - The investment philosophy emphasizes three fundamental demands (information, energy, life) and five major directions (digitalization, semiconductors, new energy, internet platforms, innovative pharmaceuticals) [3] Product Development - The company has developed a comprehensive product matrix covering the AI industry chain, including ETFs focused on semiconductor, software, and robotics sectors [6][7][8] - Recent launches include ETFs targeting AI applications in software, information security, and robotics, reflecting a strategic approach to capitalize on emerging trends [8][9] Market Positioning - The company aims to provide diversified investment tools for investors, including broad-based and high-elasticity products to cater to varying investment needs [10][11] - A forthcoming guide titled "Artificial Intelligence + ETF Investment Strategy" will offer insights into the AI industry and investment logic, enhancing investor experience and efficiency [11][12]