踏浪科技 拥抱创新——访银河基金科技投研团队

Core Insights - The investment focus of the Galaxy Fund's research team is on three key segments within the technology sector: overseas AI supply chain, domestic AI, and specific areas within the semiconductor sector [1][5][6] Group 1: Investment Opportunities - The overseas AI supply chain includes segments such as semiconductor original design manufacturers, optical modules, printed circuit boards, and liquid cooling power supplies, all showing strong performance [1][5] - Domestic AI has seen improvements across various supply chain segments since July, driven by rapid technological upgrades and strategic autonomy, which is expected to stimulate growth [6] - The semiconductor sector's specific areas, including digital and analog chips, are anticipated to perform well based on future demand [6] Group 2: Fund Performance - Galaxy Fund's technology-themed funds have shown impressive performance, with the Galaxy Innovation Mixed A fund achieving a net value growth rate of 108.37% over the past year, significantly outperforming its benchmark [2] - The Galaxy Intelligent Mixed A fund also performed well, with a growth rate of 50.62%, indicating a strong focus on technology investments [2] Group 3: Research and Development - The Galaxy Fund emphasizes deep research as a key strength, having initiated studies in low-altitude economy and various cutting-edge technology sectors, including humanoid robots and AI healthcare [4] - A collaborative research framework has been established, allowing for continuous evolution and adaptation of investment strategies through regular industry discussions and strategy meetings [4] Group 4: Long-term Investment Strategy - The investment philosophy prioritizes long-term growth potential over short-term gains, focusing on sectors with sustainable development prospects [6] - The team aims to leverage data-driven insights to refine investment logic and allocate resources effectively to promising companies [6]