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Core Viewpoint - The technology investment sector is highly competitive, requiring deep industry knowledge and adaptability from investors. Huatai Fund's technology investment team stands out due to its robust industry foundation, systematic research framework, and commitment to long-term value, redefining the "synthesis combat" model in technology investment [1] Performance Summary - Over the past year, several digital and technology products under Huatai Fund have shown impressive performance, with multiple funds achieving net value growth exceeding 50% [2] - Specific fund performance includes: - Huatai North Exchange Innovation Selection Two-Year Open Mixed A: 216.91% return vs. 69.71% benchmark - Huatai Technology Innovation Mixed A: 88.59% return vs. 41.29% benchmark - Huatai Self-Core Technology One-Year Holding Mixed A: 75.56% return vs. 47.72% benchmark - Huatai Mobile Internet Stock A: 57.33% return vs. 51.31% benchmark [3] Long-Term Performance - As of July 2025, Huatai Global Mobile Internet A ranked first among similar products over the past seven years, and third over the past five and three years. Huatai Technology Innovation A ranked in the top 10% for the past five and three years, and in the top 5% for the past year [4][5] Team Structure and Expertise - Huatai's technology investment team consists of nearly 20 members, including around 10 fund managers, combining experienced veterans and emerging talents to form a stable talent pool [8] - The team covers six major sub-industries: electronics, semiconductors, communications, computers, media, and the internet, providing a unique depth and breadth in research [8] Investment Strategy - Huatai emphasizes a multi-layered investment product matrix that spans various fields, including hard technology, internet software, and consumer electronics, managed by specialized fund managers [9] - The investment approach is characterized by a vertical integration research system that enhances resource sharing and collaboration, transforming traditional "individual combat" into "synthesis combat" [11] Global Perspective - The team tracks and researches global technology industry trends, particularly in North America, Japan, and South Korea, to identify investment opportunities while integrating insights into A-share investment decisions [12] Long-Term Vision - Huatai's TMT team believes in a long-term perspective, focusing on the entire lifecycle of industry development to capture companies with sustainable growth potential [14][15] - The team engages in extensive research and contact with companies over several years to understand their governance, management, and motivations, emphasizing the importance of long-term relationships in investment success [16][17]