科技投资赋能高质量发展，公募基金深耕产业趋势与价值发现

Core Insights - The rapid breakthroughs in cutting-edge technologies like artificial intelligence are driving the active performance of the technology sector in capital markets, becoming a significant force for high-quality economic development [1] - Public funds are actively practicing high-quality development principles by deepening industry research and uncovering long-term value to help investors seize investment opportunities brought by technological innovation [1] Group 1: Technology Sector Dynamics - The A-share market is experiencing structural differentiation, with the technology sector, particularly the AI industry chain, leading the gains and becoming the focus of capital market attention [2] - The recent uptrend in the technology sector is supported by solid industrial foundations, with the AI revolution driving global industrial chain restructuring and creating a continuous influx of capital market momentum [2] - A virtuous cycle has formed in the global AI industry, characterized by "technological breakthroughs - application landing - commercial feedback," enhancing demand for computing power and expanding the industrial chain's prosperity [2][3] Group 2: Active Equity Investment Strategies - The construction of active equity investment capabilities has been elevated to a strategic level in the context of high-quality development for public funds [4] - Public funds are focusing on deepening research capabilities, diversifying investment strategies, and leveraging technology to build a sustainable investment ecosystem [4] - The integration of industry insights with long-term value investment principles is essential for capturing true alpha in structural markets, ensuring stable returns for investors [4] Group 3: Market Opportunities and Challenges - The innovative vitality in the domestic market is transcending the boundaries of technology and consumption, with the characteristics of China's large-scale market promising substantial innovation returns [3] - Fund managers are encouraged to avoid short-term thinking and instead focus on deep industry research to identify structural opportunities, while also adapting to rapid market changes [4]