Core Viewpoint - In 2026, the investment focus of Yongjin Investment will be at the intersection of asset restructuring and industrial transition, identifying four core investment themes [1] Group 1: Investment Themes - The first theme is the technological revolution driven by the expansion of AI industries towards application endpoints [1] - The second theme involves high-end manufacturing transitioning from "selling products" to "building systems" for overseas markets [1] - The third theme highlights dividend and resource assets that can serve as "important bottom positions" for investors [1] - The fourth theme reflects a shift from "general growth" to "structural differentiation" in consumer upgrades and pharmaceutical advancements [1] Group 2: Market Context - The understanding of dividend and resource assets should evolve from "defensive allocation" to "important bottom positions during the asset restructuring phase" amid increased macro volatility and weakened "old asset anchors" [1] - In the consumer and pharmaceutical sectors, the focus is on "structural upgrades," with opportunities expected to concentrate on "supply sides with greater product strength and efficiency" [1]
涌津投资谢小勇：2026年A股投资将聚焦四条核心主线
Zhong Zheng Wang·2026-01-13 14:54