财通资管李响：拥抱AI浪潮，以价值的眼光寻找优质龙头公司

Group 1 - The "2025 Asset Management Conference" was held in Shanghai, focusing on the theme of "Breaking the Deadlock and Restructuring - Rebuilding Competitiveness in Asset Management" [1] - Li Xiang, Director of Equity Investment at Caitong Asset Management, shared insights on current asset allocation logic and strategies, emphasizing the importance of embracing the AI wave and seeking quality leading companies [1][4] Group 2 - Dividend and technology innovation assets have performed well, driven by a "capital shortage" under low interest rates, with a focus on stable returns [3][4] - The overall asset allocation environment has changed significantly, with a downward trend in interest rates leading to increased risk appetite among investors [4] - The AI wave is seen as a long-term, disruptive force, comparable to the impact of the internet on societal progress, with opportunities emerging in related sectors [6][8] Group 3 - The healthcare sector, particularly the innovative drug industry, has shown strong performance, with the Hang Seng Innovative Drug Index rising over 100% this year [4] - The consumer sector is benefiting from changes in consumption habits and innovative products, leading to growth in both domestic and international markets [5] - Investment opportunities are being identified in high-quality leading companies, as they are expected to drive economic growth and value creation in China [9]