基金经理2026年愿景：纵处热浪 清醒自持

Core Viewpoint - The article discusses the importance of maintaining a rational and calm investment mindset amidst market volatility, highlighting insights from several successful public fund managers regarding their investment strategies and mental approaches for 2026 [1][2][4]. Group 1: Investment Outlook for 2026 - Fund managers express optimism for the investment landscape in 2026, emphasizing the need for rationality and avoiding excessive enthusiasm [2]. - There is a preference for investing in stocks with strong fundamental support and high performance predictability, rather than engaging in frequent sector rotation [2][3]. - The technology sector is viewed as a potential source of excess returns, but managers stress the importance of cautious entry and gradual learning [2]. Group 2: Maintaining a Calm Mindset - A calm and composed mindset is deemed essential for successful investing, allowing for steady decision-making without emotional turmoil [4]. - Managers emphasize the importance of self-awareness and understanding personal strengths and weaknesses in investment strategies [5]. - Learning to reconcile with oneself and not being overly critical of investment decisions is highlighted as a path to achieving a peaceful mindset [5]. Group 3: Expanding Knowledge and Adaptability - Continuous tracking of industry changes is crucial for adapting to new investment opportunities, especially in rapidly evolving sectors like AI and biotechnology [6]. - Managers advocate for breaking free from past constraints and expanding cognitive boundaries to maintain a balanced investment portfolio [6]. - The need for diligent learning and dynamic adjustment of holdings is emphasized to ensure sustained potential returns and a stable investment mindset [6].