百亿私募大佬林园：不敢重仓AI、生物科技等热门行业，不确定性比传统行业大得多，我们做投资最看重的是企业的确定性！传统“优质公司”估值很低

Group 1 - The core viewpoint is that while new industries like artificial intelligence and biotechnology have potential, the focus should be on companies' ability to achieve profitability and survival certainty, which is more challenging in new sectors compared to traditional industries [1] - Traditional industries have been sluggish in recent years, but leading companies with scale, capital, and management advantages are still able to sustain themselves, which is reflected in their stock prices [1] - Many quality companies in traditional industries are currently valued reasonably or even low, making it a good time to invest in large companies and major indices like the CSI 300 and A50, which are essential for supporting the Chinese economy [1] Group 2 - The Shanghai Composite Index closed at 3834.89, down 96.16 points or 2.45%, while the Shenzhen Component Index fell by 442.75 points or 3.41% to 12538.07 [2] - The CSI 300 Index decreased by 111.34 points or 2.44%, closing at 4453.61, indicating a broader market decline [2] - The sector performance shows that cultural media had a slight increase of 0.10%, while agriculture and household appliances saw declines of 0.65% and 0.74% respectively [3]