大江洪流姜昧军：把握未来十年投资主线，布局产业链优势核心领域

Core Insights - The future ten years present significant investment opportunities for the Chinese economy, driven by advantages in the industrial chain, technological innovation, and infrastructure upgrades [1][2] - China's economic transition from factor-driven to innovation-driven growth is crucial for industrial structure upgrades, leading to a self-reinforcing development phase [1] - The capital market is expected to experience a prosperous development period, becoming a true barometer of the economy, with increased reliance from technology innovation enterprises [2] Investment Opportunities - Focus on strategic emerging industries such as new energy, new materials, high-end equipment, and low-altitude economy [3] - Attention to cutting-edge technology fields including quantum technology, biomanufacturing, hydrogen energy, brain-computer interfaces, embodied intelligence, and sixth-generation mobile communication [3] - Identify small and medium enterprises within the industrial chain ecosystem that can collaborate with leading companies and possess global perspectives and technological barriers [3]