--- title: "\"April Decision\" is expected to see the AI Artificial Intelligence ETF (515980) Harfor welcome opportunities" type: "News" locale: "en" url: "https://longbridge.com/en/news/282132051.md" description: "As the disclosure period for the first quarter reports approaches, the A-share market enters a critical window, with funding focus shifting from computing power competition to computing power infrastructure and application implementation. The Harfor Artificial Intelligence ETF (515980) closely tracks the CSI Artificial Intelligence Theme Index, providing investors with a trading channel. Fund manager Zhang Ya stated that market sentiment is gradually stabilizing, with structural selection taking precedence over position control. Currently, the artificial intelligence industry is expected to become a decisive factor in investment outcomes after the first quarter reports, with frequent catalytic events and AI applications reshaping businesses, driving strong internal growth momentum" datetime: "2026-04-09T04:09:08.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282132051.md) - [en](https://longbridge.com/en/news/282132051.md) - [zh-HK](https://longbridge.com/zh-HK/news/282132051.md) --- # "April Decision" is expected to see the AI Artificial Intelligence ETF (515980) Harfor welcome opportunities As the disclosure period for the first quarter reports approaches, the A-share market enters a critical window for "April Decision," making the identification and allocation logic of core assets increasingly clear. Against the backdrop of the accelerated iteration of the global artificial intelligence industry, the focus of funds is quietly shifting from pure computing power competition to the collaborative resonance of computing power infrastructure and application implementation. As an index investment tool deeply engaged in the artificial intelligence industry, the AI ETF Harfor (515980) closely tracks the ChinaAMC CSI Artificial Intelligence Theme Index, covering core targets in the A-share artificial intelligence industry chain, providing a trading channel for investors interested in participating in artificial intelligence theme investments. The fund manager of AI ETF Harfor (515980), Zhang Ya, stated that the marginal impact of current geopolitical conflicts on market sentiment is gradually diminishing, and the market is likely entering a phase of relatively low areas. With the first quarter report performance period underway, the concentrated disclosure of first quarter reports will gradually become the core variable driving market structural differentiation, making structural selection more important than position control at this time. Historical experience shows that industry directions that can be validated for high prosperity, full orders, and improved profitability in the first quarter reports are likely to attract funds and have relative advantages in the medium term. In the current sub-sectors of artificial intelligence, as AIGC applications enter the Agent era, overseas computing power has profitability, valuation advantages, and room for continued prosperity. Although domestic computing power, AIDC, media, and other AIGC application directions have not yet reached the profit realization stage, the industry trend is clear, and orders are full, making the artificial intelligence industry likely to become a decisive factor in investment after the "April Decision" of the first quarter reports. Recent catalytic events in the artificial intelligence industry remain dense. At the model level, Google's open-source Gemma 4 series significantly enhances edge AI capabilities, and the unexpected "open-sourcing" of Claude Code is expected to accelerate domestic Agent's rapid follow-up; at the application and ecosystem level, AI is deeply reshaping businesses, with Seedance 2.0 reshaping formats in short drama generation, saving over 70% in costs after applying AI models, creating a stark contrast between using and not using AI. The AI industry has entered the second half of application implementation and business model validation, with its endogenous growth momentum sufficient to withstand short-term macro fluctuations. Public data shows that the ChinaAMC CSI Artificial Intelligence Industry Index (931071), closely tracked by AI ETF Harfor, has achieved a performance return of 70.37% over the past year (data source: WIND, the statistical period for the past year is from April 7, 2025, to April 7, 2026; past performance of related indices does not predict future performance and does not constitute a guarantee of future performance for related types of funds). This index adopts a quarterly rebalancing mechanism, which can keenly capture shifts in industry prosperity and timely include emerging AI leaders; it also sets strict thresholds for the proportion of AI business revenue, focusing on hard-core enterprises in core links such as chips, algorithms, and applications, ensuring the purity of "AI content." In the current context of industry prosperity gradually shifting from computing power dominance to application dominance, it focuses 40% of its weight on the AI application end (software, agents, internet), while also maintaining 60% on computing power infrastructure (chips, PCBs, optical modules), which is the current consensus core of prosperity (data source: WIND, as of March 16, 2026) Overall, the Harfor Artificial Intelligence ETF (515980) provides investors with a convenient tool to position themselves for the second half of the AI industry. Off-exchange investors can also take advantage of its feeder funds (Class A 008020, Class C 008021) to actively seize investment opportunities in the era of artificial intelligence. Note: The Harfor Artificial Intelligence ETF is jointly managed by fund managers Zhang Ya, Gao Zhe, and Li Xiaohua. 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