【Prize】ChatGPT concept has become popular, which funds have caught the "fast train"? (With opinions from funds and investment experts)

Have you been surrounded by ChatGPT?

(Click to view >> ChatGPT concept becomes popular, which funds have caught the "fast train"?)

Recently, this AI chatbot under OpenAI has been incredibly popular worldwide; many people are starting to use it as a search engine, learning tool, and content production assistant; even many are worried "is my job going to be replaced by AI soon?"

No surprise, many companies deeply involved in the AI field or intentionally expanding into this area have become the recent focus of the market.

While overseas funds investing in the corresponding theme have also benefitted, recording positive returns in the past month.(Related funds - referring to the USA Technology Fund, with the top three industry percentages being semiconductors and related equipment, software, hardware, or information technology services related sub-industries)

AI concept overseas fund on Futu platform; data as of 16th February 2023

How long do you think the investment craze for ChatGPT will last? Which of the above funds are you more likely to choose, and why? Participate in the discussion to win prizes!

【Activity Rules】

Click to participate in the topic >> [Prize] ChatGPT concept gaining popularity, which funds are on the 'fast train'?

【Reference Angle】

1. The trend of chatgpt concept stocks is diverging. How long do you think the fever can last? How to avoid blindly following the trend?

2. If you use funds for layout, which one listed in the picture above would you prefer and why? (You can share from the perspectives of fund investment style, Morningstar ratings, current top ten holdings, historical performance, etc.)

【Event Duration】

February 16-March 2, 23:59

【Activity Rewards】

The official selection will be based on comprehensive arguments, excitement, value, popularity, etc.

1. Excellence Awards (3 winners):For the top 3 mooers, each person will receiveOne fund cash coupon worth 28.8 HKD(applicable to all types of funds, can be used after the subscription amount reaches 100 HKD, discount is given in the form of cashback).

2. Participation Award:Participants in the discussion with more than 30 words will receive 50 points, no limit on the number of participants.

Attached is the Futu Mingxing Technology Fund.$Franklin Technology Fund (LU0889565833.MF)$the team, and@富途投資顧問-鄺智傑for reference on the comments of the ChatGPT frenzy.(If you would like to know the views of other fund institutions, please leave a comment below, and we will do our best to help you get them!)

@Franklin Technology Fund Team:

For many years, we have closely monitored the opportunities of artificial intelligence (AI)/machine learning (ML) through various listed equity growth and venture capital strategies, which is one of our 10 digital transformation (DT) sub-topics. As of 2023, this market segment is experiencing a broader outbreak of information technology (IT) and mainstream interests.我们认为生成式人工智能技术 (例如: OpenAI的ChatGPT和Dall-E [本基金未持有])将促进企业和高管层(即执行级别的经理)理解未来的发展，因为企业可以用数据、芯片和算法来创造和计算人类的知识资本。

IBM(本基金未持有)在1月份的收益电话会议上表示，它相信到2030年AI/ML技术将创造16 trillion美元的价值。不管这个数字是多少，它可能会非常大，我们相信人工智能(AI)/机器学习(ML)可能会成为下一个主要技术投资浪潮的催化剂(横跨网络、云网络和设备)。它具有深刻影响(增强或取代)低价值知识工作者的潜力。一些软件开发人员报告说，由于使用了人工智能助手，他们需要编写的代码减少了80%。

我们预计，未来几年，每个行业都将受到人工智能的影响 ; 然而，像ChatGPT这样的大型语言模型将被证明对一般知识工作特别有影响力，我们相信，这就是为什么$Microsoft (MSFT.US)$与OpenAI合作，并希望将该技术纳入其核心办公室(Office)生产力套件和必应(Bing)搜索引擎。除了$Microsoft (MSFT.US)$ (占比6.12%)，其他可能受益于人工智能应用或处于前沿的公司包括$Alphabet-A (GOOGL.US)$ (占比2.64%)、$Amazon (AMZN.US)$ (占比4.32%)、$NVIDIA (NVDA.US)$ (accounting for 4.32%), $Salesforce (CRM.US)$(accounting for 2.15%) and $ServiceNow (NOW.US)$(accounting for 2.71%). (The percentage in parentheses is the proportion of the position in this fund, as of the end of 2022).

@富途投資顧問-鄺智傑

1. Based on Moore's Law, the best way to increase social wealth is by reducing the cost of commodities. The three major technological revolutions in human history—agriculture, industry, and technology—have been able to rapidly drive down these costs. We believe artificial intelligence (AI) will be the fourth major technological revolution.

2. We believe that the current commercial applications of artificial intelligence (AI) are still in the early stages of development, and the significant disruptive changes are still in the early stages.

3. In the current environment where market bubbles and opportunities coexist, recent bullish news in the artificial intelligence (AI) industry has created some investment opportunities for speculators. However, investors also need to understand and assess the relevant investment risks.

4. For investors who want to capture long-term investment opportunities in the AI industry, they can start from industry trends.

5. One category includes semiconductor companies related to AI chip development; another includes the cloud, Internet of Things (IoT), 5G, big data, speech recognition, and others related to AI infrastructure; and a third category comprises third-party application enterprises developing software for specific scenarios like autonomous vehicles, finance, streaming media, e-commerce, and more.

Click to view the full article: Weekly Fund Investment Focus - Artificial Intelligence (AI) Industry

【Special Note】

1. Plagiarism, copying and pasting, and other unethical behaviors are strictly prohibited. Once discovered, the qualifications will be canceled.

2. Each user can only receive one award, and the awards cannot be accumulated.

3. The final interpretation of this event belongs to Futu.

The final list of rewards and the method of receiving rewards for this event will be announced within 15-30 working days after the end of the event, upon receipt of notification.6 monthsMooers who do not reply to the message within 6 months will be considered to have forfeited the reward. Thank you~ If you have any questions, please contact.@XiangXiang。

Related funds:

$JPMorgan Funds-US Technology Fund (LU1894109211.MF)$/$JPMorgan Funds-US Technology Fund YDis (LU0082616367.MF)$- Hong Kong Dollar/US Dollar shares, current size is 5.295 billion US dollars

$Franklin Technology Fund (LU0889565833.MF)$/$Franklin Technology Fund (LU0889565833.MF)$- Hong Kong Dollar/US Dollar shares, current size is 7.734 billion US dollars

$Allianz Global Artificial Intelligence (LU1548497426.MF)$/$Allianz Global Artificial Intelligence (LU1720051108.MF)$HKD/USD shares, current size is 5.832 billion euros

$BlackRock World Technology Fund (LU2250418816.MF)$/$BlackRock World Technology Fund (LU0056508442.MF)$HKD/USD shares, current size is 5.832 billion euros

$BGF Next Generation Technology Fund (LU1861215975.MF)$USD shares, current size is 2.298 billion US dollars

Disclaimer: The final interpretation and decision-making authority of this event belong to Futu. This document is neither nor should be construed as an invitation, solicitation, recommendation to buy or sell any investment product or make any investment decisions, nor should it be interpreted as professional advice. Individuals reading this document or making any investment decisions should fully understand the risks involved, as well as the implications of the relevant laws, taxation, and accounting, and decide whether the investment is suitable for their financial situation and investment goals, and whether they can bear the risks. Seek appropriate professional advice when necessary. Investment involves risks, investors should carefully read fund information and related documents (including their risk factors). Please note that the prices of fund products can rise or fall, may fluctuate significantly in a short period, and investors may not be able to withdraw the amount invested in the fund. Past performance of funds does not predict future performance. Any forward-looking statements in this document should not be construed as a guarantee of future performance, and the actual situation or developments may differ significantly from such statements.

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