资本热话 | “十五五”政策预期下，资管行业看好这些投资机会？

Group 1 - The core discussion revolves around balancing risk and return in investment, particularly in technology assets, which are seen as a primary focus in both primary and secondary markets [2][3] - The event highlighted the importance of adapting investment strategies, with a shift towards "fixed income plus" products that include stocks, gold, and REITs, as well as considering foreign assets due to increasing openness [2][4] - Key investment opportunities are identified in four specific sectors: AI applications and large models, life and health sciences, integrated circuits, and new materials and renewable energy [2][6] Group 2 - The insurance industry faces challenges due to declining interest rates, leading to a need for transformation from fixed income to equity investments to capture dividend opportunities [5][6] - Investment strategies must focus on both infrastructure and individual project innovations, with a particular emphasis on foundational investments like power and computing centers [4][5] - The importance of aligning with national strategies and market trends is emphasized, with a focus on technology-related assets and niche investments such as REITs and precious metals [7][8] Group 3 - The need for a systematic approach to defining good projects is highlighted, considering team capabilities, technological barriers, and market commercialization abilities [6][7] - The investment community is encouraged to maintain a long-term perspective, focusing on sustainable returns that align with their funding characteristics while being tactical about market fluctuations [7][8] - Understanding national policies and enhancing internal capabilities are deemed crucial for providing quality investment services and fostering patience among investors [8]