Group 1 - The core viewpoint emphasizes the upgrade of domestic consumption strategy, moving away from traditional consumption patterns towards service consumption that benefits from economic recovery [1] - The approval of L3 autonomous driving marks a transition from technological iteration to a year of profit release, with models and chips expected to benefit significantly [1] - Insurance companies are quietly accumulating assets, with favorable conditions for both liabilities and assets, suggesting a need to reassess the logic behind insurance stocks [1] Group 2 - Fund managers from various buy-side institutions are engaged in in-depth discussions regarding the market, policies, and future investment opportunities [1] - The formation of a MACD golden cross signal indicates a positive trend for certain stocks [1]
【百亿基金内参】2026布局前瞻：港股价值重估、内需消费战略、L3获批智驾迎红利
Xin Lang Cai Jing·2025-12-23 17:03