Core Viewpoint - The market is experiencing accelerated rotation among key themes such as artificial intelligence, innovative pharmaceuticals, humanoid robots, and solid-state batteries, leading to frequent significant rebound trends [1] Group 1: Market Dynamics - The emerging "going abroad" logic is becoming a crucial hidden mainline in the market, transitioning from previous clues to an important investment focus [1] - This trend is expected to release high-growth performance and create numerous investment opportunities, resulting in a batch of stocks potentially doubling in value [1] Group 2: Fund Manager Insights - Fund managers are increasingly incorporating "going abroad" targets into their key allocation strategies, recognizing it as an important source of growth for domestic companies [1] - Some funds that have accurately positioned themselves in this trend are already entering a harvesting phase as the market evolves [1]
出海逻辑成热门主题背后隐形主线 基金经理称未来仍是重要增长来源
Zheng Quan Shi Bao Wang·2025-09-14 23:13