湘财基金总经理程涛：打造团队核心投研能力 迎接AI主线行情

Group 1 - The A-share market has shown a trend of upward fluctuation since September last year, with improved investor risk appetite [1][2] - The technology growth sector, driven by the AI wave, is attracting global incremental capital into the A-share market, becoming the core theme of a new large-scale upward trend [1][2] - The release of the "Action Plan for Promoting the High-Quality Development of Public Funds" aligns with the current market needs, emphasizing the importance of research and investment capabilities [1][4] Group 2 - The current economic high-quality development is at a critical transition period, with new economic industries steadily increasing their share of GDP [3] - The AI wave is leading to large-scale applications in technology fields such as computing power, robotics, and innovative pharmaceuticals, indicating potential breakthroughs in various sectors [3] - The new consumption trends driven by Generation Z are expected to significantly grow by 2035, creating new investment opportunities [3] Group 3 - The public fund reform emphasizes active management and equity investment capabilities, requiring fund companies to adjust their development models [4] - The company has established a systematic research and investment framework, focusing on talent cultivation and product line layout to enhance core investment capabilities [4][5] - The "active quant" model combines qualitative analysis with quantitative tools to achieve stable excess returns [5] Group 4 - The company's core competency focuses on active equity investment and technology stock investment, aligning with high-quality development themes [6] - The capital market and public fund industry are undergoing fundamental changes, shifting from asset management to wealth management [6] - The company aims to enhance investor experience by providing comprehensive services throughout the investment process [6]