建信基金刘克飞：对科技板块长期乐观短期谨慎

Core Viewpoint - The manager of the Jianxin Hong Kong Stock Connect Selected Mixed Fund expresses a long-term optimistic outlook on the technology sector while maintaining a cautious short-term stance [1] Group 1: Long-term Outlook - The technology sector is viewed positively in the long term due to the early stage of AI development, which includes advancements from simple Q&A to deep thinking, programming, and multi-modal applications [1] - There is significant potential for growth in areas such as intelligent driving and robotics, indicating a lengthy development process ahead [1] Group 2: Short-term Caution - Since mid-October, certain stocks in the A-share technology sector have experienced rapid increases, leading to a cautious approach in the short term [1] - Despite the limited gains in the Hong Kong technology sector, it still presents attractive investment opportunities [1]