瑞银胡一帆：期待中国更积极政策支持，关注高收益防御性国企

Core Viewpoint - UBS Wealth Management's Asia-Pacific Investment Director and Macro Economic Head, Hu Yifan, anticipates increased government support for self-sufficiency, domestic technological innovation, and "internal circulation" to boost economic growth [1] Group 1: Investment Opportunities - Investors are advised to focus on high-yield defensive state-owned enterprises in the financial, energy, telecommunications, and public utility sectors [1] - The technology sector is particularly promising for online gaming and travel platforms that demonstrate robust cash flow [1] - For medium to long-term investments, leading electric vehicle manufacturers with technological and pricing advantages are favored [1]