Core Viewpoint - The article discusses the ongoing bull market in technology stocks within the A-share market, driven by the rapid development of artificial intelligence since the "9.24" event last year [1] Group 1: Market Trends - The A-share market has exhibited structural bull market characteristics this year, with significant gains in "small and medium-sized stocks" while "old stocks" continue to decline [1] - The article highlights the contrasting performance of different stock categories, indicating a bifurcated market environment [1] Group 2: Investment Perspectives - Lin Yuan, a well-known private equity investor, has shifted his stance on technology stocks, expressing both interest and concern about the sector [1] - Lin Yuan emphasizes his investment principle of avoiding sectors that are difficult to assess, indicating a cautious approach despite recognizing technology as a key future development direction [1] - Historical examples suggest that the excitement in the technology sector does not guarantee profitable investments, highlighting the need for careful evaluation [1]
知名私募、林园投资董事长林园：看好科技方向 但不会主动介入科技股投资
Mei Ri Jing Ji Xin Wen·2025-10-16 15:14