Group 1 - The core viewpoint of the article emphasizes the importance of strategic investment planning for the upcoming year 2026, focusing on industry trends to identify investment opportunities [1] - The Chief Investment Officer of Fangzheng Fubon Fund, Tang Ge, predicts that the A-share market will continue to see recovery in profit growth and return on equity (ROE), which will help absorb some valuation pressures, making stock investment a preferred allocation choice [1] - There is an expectation for a more significant shift of household savings towards the stock market, indicating a potential increase in market participation [1] Group 2 - From an industry perspective, the company maintains a positive outlook on sectors such as lithium batteries, power equipment, PCB, and semiconductor storage, particularly highlighting the new production capacity represented by solid-state batteries [1] - These sectors are expected to benefit from advancements in AI technology, as well as changes in energy demand and policies, indicating clear driving forces within these large industries [1] - The investment opportunities in the market are anticipated to expand further in 2026, with a commitment to in-depth research and selective stock picking to actively seize structural opportunities [1]
方正富邦基金汤戈：以产业趋势的视角探寻2026年投资机会
Zheng Quan Ri Bao Wang·2025-12-26 13:13