扎根产业的“沉浸研究”，解码汇添富科技战队的投资“底蕴”

Core Viewpoint - The article emphasizes the importance of long-term investment strategies in the technology sector, highlighting the approach of Huatai Fuhua Fund's technology investment team, which focuses on deep industry research and systematic investment rather than chasing short-term trends [1] Performance Summary - As of August 28, Huatai Fuhua's digital and technology products have shown impressive performance over the past year, with four funds doubling in net value and ten funds increasing by over 50% [1] - Specific fund performances include: - Huatai Fuhua Beijing Stock Exchange Innovation Selection A: 219.37% increase - Huatai Fuhua Technology Innovation A: 120.28% increase - Huatai Fuhua Self-Core Technology One-Year Holding A: 117.47% increase - Huatai Fuhua Chip Industry Index Enhanced A: 102.27% increase [2] Long-term Performance Rankings - Huatai Fuhua Global Mobile Internet A ranks first among similar products over the past seven years, third over the past five and three years [3][4] - Huatai Fuhua Technology Innovation A ranks in the top 10% for the past five and three years, and in the top 5% for the past year [5] Research and Global Perspective - The technology team emphasizes a comprehensive research approach across the entire industry chain, including both domestic and international companies [6] - Since 2011, the team has conducted annual field research in Silicon Valley and other tech hubs, establishing connections with numerous companies to gauge technological advancements [6][7] Investment Philosophy - The investment philosophy is rooted in deep fundamental analysis, focusing on high-quality securities and long-term growth [8] - The team believes in building extensive touchpoints with companies to understand their governance, management, and motivations, often taking three to five years to track a company before investing [8][9] Team Structure and Collaboration - The team is structured to promote professional division of labor and efficient collaboration, covering six major sub-industries [10] - Huatai Fuhua has established subsidiaries in Hong Kong, the U.S., and Singapore to enhance local market insights and investment opportunities [10] Commitment to Long-term Development - The company maintains a long-term perspective in performance evaluation and talent development, ensuring team stability and coordination [12][13] - The investment strategy emphasizes clear product positioning and effective matching of fund managers' capabilities with investment goals [14] Conclusion - Huatai Fuhua's deep-rooted investment approach in the technology sector is a result of a long-term commitment to team building, research depth, and a systematic investment philosophy, providing a solid foundation for navigating technological cycles and capturing innovative value [15]