兴证全球基金童兰：加大消费行业标的关注

Core Viewpoint - The fund manager from Xingzheng Global Fund emphasizes an increased focus on consumer sector investments in response to a complex macroeconomic environment [1] Group 1: Investment Strategy - The company maintains a portion of low-risk asset allocation while increasing attention to consumer-related targets since the second half of last year [1] - The investment approach is characterized by a greater respect for risks and an effort to stay within the company's capability circle [1] - The company aims to provide itself with more safety margins and room for error in its investment decisions [1]