The artificial intelligence (AI) sector continues to gain momentum, emerging as a pivotal force behind the market's structural recovery. This year alone, the CSI AI Industry Index has surged by a cumulative 18.66%, with numerous constituent stocks experiencing gains exceeding 50%. AI is stepping into the limelight, drawing significant attention for its practical applications and robust market performance, thereby becoming a focal point for both the industry and the investment community. As the AI industry chain progresses into a multi-cycle development phase, mutual funds are transitioning to an allocation strategy that prioritizes deliverable performance, reevaluating investment areas with tangible implementation potential. Investment and research experts within the mutual fund sector argue that, in contrast to flashy conceptual projects, sub-sectors supported by existing revenue streams and clear technological pathways warrant greater investment focus.