宁泉资产李源海：科技投资应尽量避免追逐估值过高的热门标的

Core Viewpoint - The investment strategy should avoid chasing overvalued popular tech stocks and focus on mature technologies with stable cash flows [1] Group 1: Investment Strategy - The company emphasizes the importance of selecting investments that reflect human efficiency improvements and revenue realization from related products [1] - Preference is given to technology companies with mature technologies, simple business models, and stable cash flows [1] Group 2: Sector Focus - The company is currently focusing on sectors related to domestic demand growth, including real estate, public utilities, home appliances, chemicals, and renewable energy [1]