科技成“胜负手”基金经理探讨AI跨年行情

Group 1 - Technology-themed funds have shown strong performance, with many ranking among the top ten in the past year, particularly highlighted by the Yongying Technology Smart Mixed Fund, which achieved a net value growth rate of 212.75% [2] - The gap between technology-themed funds and consumer-themed funds is significant, with a difference of over 240 percentage points in net value growth rates [2] - Market sentiment remains positive towards the AI sector, with expectations that the AI industry chain will continue to attract overseas orders and capital expenditures in the coming years [2] Group 2 - The stock market has seen significant interest in technology stocks, exemplified by the 425.46% increase in the stock price of Moore Thread on its listing day, reflecting a strong market sentiment [3] - There are differing opinions among fund managers regarding the narrative of AI for the upcoming year, with some expressing cautious optimism about the potential for new applications to emerge [4] - Fund managers are adjusting their portfolios, shifting from computing power stocks to AI application-focused investments, indicating a strategic realignment in response to market conditions [5] Group 3 - Key areas of focus for the upcoming year include OCS technology and its supporting Scale-Up intelligent computing networks, AI application functionalities from internet companies, and the development of B-end vertical AI agents by 2026 [5]