Group 1 - The core viewpoint of the articles indicates a shift in investment focus from hard technology to soft technology, particularly in the digital economy sector, as public funds begin to adjust their strategies for the new year [1][4][7] - The digital economy sector has shown strong performance at the beginning of 2026, with several funds, such as the Huayin Health Life Fund, achieving significant daily net value increases of 11.8% and 6.77% [2][3] - Fund managers believe that the strong performance of the digital economy sector signals a critical phase in the tech stock market, emphasizing the importance of software in enhancing productivity compared to hard technology [3][8] Group 2 - Public funds are engaging in a "high-low switch" strategy, reallocating investments from overvalued hard technology sectors to the relatively undervalued digital economy sector, which is seen as having growth potential [4][5] - The digital economy sector's recent surge is attributed to a shift in AI investment logic, moving from infrastructure development ("building roads") to application realization ("opening stores") [7][8] - Fund managers anticipate that the digital economy sector is on the verge of significant earnings releases, as AI applications transition from the investment phase to the commercialization phase [7][8]
从硬科技切向软科技 基金看好数字经济赛道