外资共识A股或再迎“丰年”，科技板块仍是聚焦点

Group 1 - Foreign institutions are optimistic about the long-term value of the Chinese stock market, particularly in the technology sector, expecting another "bumper year" in 2026 [1] - Goldman Sachs believes the Chinese market is transitioning from volatility to a stable slow growth phase, supported by policies, growth, valuations, and capital flows [1] - UBS highlights investment opportunities in strategic emerging industries such as artificial intelligence, semiconductors, and new energy, which benefit from national policy support and represent future technological development directions [1] Group 2 - Recent foreign investment research trends indicate a growing interest in the AI industry chain, with around 100 foreign institutions conducting research on leading companies in industrial automation and machine vision [1] - Huian Fund is optimistic about structural opportunities in the technology growth sector and has launched differentiated products to meet investor needs, focusing on the entire technology growth chain [2] - The product matrix of Huian Fund covers various dimensions such as growth elasticity, stable value, and quantitative diversification, aiming to help investors capture investment opportunities in the technology growth wave [2] Group 3 - Huian Fund's integrated investment research team has seen success in its technology-focused product matrix, with the Huian Growth Preferred Mixed Fund achieving a 118.26% return in the first 11 months of 2025, ranking 4th among 2282 comparable flexible allocation funds [3] - The fund's strategy includes a focus on overseas computing power industry chain companies and an increase in semiconductor company weights to capture high-profit potential and technological barriers [3] - The fund maintains a cautious approach towards stocks with high short-term valuations or uncertain performance to avoid excessive exposure to market volatility [3]