Group 1 - The core viewpoint is that multiple public fund institutions are optimistic about the macroeconomic situation and believe that structural opportunities may arise in the market, particularly in sectors like technology, pharmaceuticals, and gold [1] - Public fund institutions view the current economy as stabilizing, with clear macro policy signals indicating strong support for growth, including moderately loose monetary policy and more proactive fiscal policy [1] - Investment in new productive forces is heating up, suggesting that RMB assets may enter a favorable allocation period [1] Group 2 - The technology sector remains a primary focus for most public fund institutions, with a clear investment direction in both the short and medium to long term, particularly in high-end manufacturing and hard technology, summarized as "AI + hard strength" [1][2] - The pharmaceutical sector is expected to perform well in the medium to long term, with a focus on three growth areas: oncology treatment, weight loss drugs, and autoimmune disease treatments [2] - Gold assets are gaining attention for their allocation value, driven by a weak US dollar trend and uncertainties in the global economy, which may lead to increased demand for gold in the upcoming quarter [2]
公募秋季投资策略会密集召开 科技、医药等赛道被看好
Mei Ri Shang Bao·2025-09-15 22:33