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 theme of the "2025 Asset Management Conference" is "Breaking the Deadlock and Restructuring - Rebuilding Competitiveness in Asset Management" [1] - The performance of dividend assets and technology innovation assets has been strong, driven by the demand for stable returns amid an "asset shortage" [2][4] - The overall asset allocation environment has changed significantly since last year, with a focus on high-dividend assets due to low interest rates [2] Group 2 - 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 investments [4] - The healthcare sector, particularly the innovative drug industry, has shown remarkable performance, with the Hang Seng Innovative Drug Index rising over 100% this year [2] - The consumer sector is benefiting from changes in consumption habits and innovative products, leading to growth in both domestic and international markets [3] Group 3 - Companies with strong cash flow generation capabilities are expected to perform well as China's industrial structure upgrades [5] - There is a focus on high-quality leading companies as key investment opportunities, as they are seen as the drivers of economic growth and value creation in China [5] - The investment strategy emphasizes value investing and a bottom-up approach to identify long-term growth opportunities [5]