Core Viewpoint - The firm remains optimistic about investing in technology stocks despite some underperformance from major players like Apple and Microsoft, highlighting the overall strength of many tech companies [1] Group 1: Investment Strategy - The company will continue to invest in technology stocks, indicating confidence in the sector's long-term potential [1] - There is a notable difference in market focus between the U.S. and China, with the U.S. emphasizing "current delivery" while China is more inclined towards long-term investments in technology such as robotics [1] Group 2: AI Outlook - The firm expresses a positive long-term outlook for AI, asserting that it is validated by customer demand and increased capital expenditures from AI companies [1] - The current market for AI does not exhibit signs of excessive or irrational exuberance, suggesting a stable investment environment [1]
瑞士百达：持续投资科技股，市场未出现过度及不合理繁荣
Ge Long Hui A P P·2026-01-20 06:31