Core Insights - The "Trust in Power" 2025 Autumn Investment Strategy Conference held by Jianxin Fund focused on current market trends and future outlooks, emphasizing the company's commitment to serving the real economy and promoting inclusive finance [1][7] Group 1: Macroeconomic Analysis - Short-term market influences include funding conditions and overseas policies, while medium-term expectations are improved by positive policy signals from "anti-involution" initiatives [2] - Long-term growth opportunities are anticipated in high-growth industries driven by the "14th Five-Year Plan" and rapid advancements in "Artificial Intelligence+" [2] Group 2: Sector Insights - The Science and Technology Innovation Board (STAR Market) has 589 listed companies with a total market capitalization exceeding 10 trillion yuan, indicating strong competitiveness and innovation potential in various sectors [2] - The Chinese innovative pharmaceutical industry is expected to perform well in the medium to long term, particularly in oncology, weight loss drugs, and autoimmune disease treatments [3] Group 3: Investment Strategies - Gold is viewed as a favorable asset due to a weak dollar trend and economic uncertainties, with central bank purchases significantly influencing gold prices [4] - In the fixed income market, there are risks in real estate and export sectors, while credit bonds may offer better yield opportunities under a continued loose monetary policy [5] Group 4: Company Vision and Development - Jianxin Fund aims to be a trusted wealth management expert and a leader in the asset management industry, with a diverse product system covering various asset types to meet diverse investment needs [6] - The company emphasizes a commitment to high-quality development and investor education, aligning with broader industry initiatives to enhance service capabilities [7]
建信基金2025秋季投资策略会：“星火科创”破局科技新时代，多元配置赋能投资获得感
Zheng Quan Shi Bao Wang·2025-09-12 09:04