易方达基金刘文魁：AI、人形机器人等是当下科技投资的潜力方向

Group 1 - The core viewpoint is that there are several promising directions for technology investment, particularly in AI innovation, humanoid robots, and self-controllable technology in the chip sector [1] - AI capital expenditure is still in its early stages and remains largely conceptual, indicating potential for future growth [1] - The active users in the AI field are noteworthy, with a potential shift from free to paid AI services in the future, which could significantly impact company performance and market growth [1] Group 2 - The innovative drug sector has shown significant performance this year, driven by notable advancements in drug development and resulting changes in company earnings [1] - The innovative drug industry has high financing requirements, and the current macroeconomic environment, characterized by relatively loose global monetary policy, presents a favorable opportunity for growth [1] - The valuation of the Hong Kong innovative drug sector has greater room for improvement, making the Hang Seng Hong Kong Stock Connect Innovative Drug Index a point of interest [1]