策马新程！一位股市“识途者”的新年眺望

Group 1 - The core investment strategy focuses on aligning with national strategies, particularly in sectors like AI, semiconductors, and robotics, which are considered key areas for growth [2][4] - The recent capital market reforms, including stricter regulations against fraud and support for technological innovation, have created a healthier investment environment, enhancing investor confidence [1][3] - Long-term capital inflows and a focus on fundamental research are essential for capturing core value in the market [1][3] Group 2 - The investment outlook for 2026 emphasizes the importance of maintaining a balanced portfolio, expanding beyond just technology to include attractive consumer sectors and financial institutions [5] - Companies with strong brand value and resilient channels in the consumer sector are seen as having recovery potential, while top-tier brokers and banks are also on the radar due to their performance recovery certainty [5] - The need for continuous research and understanding of market fundamentals is highlighted, as opposed to chasing market trends or rumors [5][7] Group 3 - The expectation for a more regulated and transparent capital market is expressed, with a focus on protecting genuine value investors through stringent measures against market manipulation [7] - New investors are encouraged to study national development plans and maintain a respectful approach to the market, emphasizing the importance of solid research over speculative trading [7]