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科创板配置新选择 AI指数增强价值凸显
Bei Jing Shang Bao· 2025-07-02 07:07
Group 1 - The core viewpoint emphasizes the increasing long-term investment value of the Sci-Tech Innovation Board (STAR Market) as part of China's strategy for technological self-reliance, with the STAR Market Composite Index reflecting the overall performance of high-tech companies [1] - The STAR Market Composite Index covers 569 companies with a market capitalization coverage exceeding 96%, focusing on six core technology sectors that align with national strategic directions [3] - The launch of the Hongde STAR Market Composite Index Enhanced Fund aims to provide investors with a tool for optimizing equity allocation and accessing core technology assets through AI-driven quantitative stock selection [1][5] Group 2 - The enhanced strategy of index funds has gained significant attention, with 82 new funds established in the first half of the year, raising a total of 39.225 billion yuan, marking increases of 382% and 680% year-on-year, respectively [2] - 83% of index-enhanced funds outperformed their benchmarks in the first half of the year, with 36 funds achieving excess returns of over 7% [2] - The fund management utilizes AI technology and quantitative models to systematically extract individual stock alpha from vast amounts of data, enhancing investment efficiency [2][4] Group 3 - The STAR Market Composite Index has shown a high annualized volatility of 33% and a return of 22.98% since its inception, indicating its potential for strategy optimization [3] - The fund's AI model dynamically optimizes stock selection by processing extensive data, while strict risk management and transaction cost optimization are also key components of its strategy [4] - The fund is designed for investors who are optimistic about the long-term development of China's hard technology sector and seek to enhance long-term compound returns while managing risks associated with high volatility [6]