在“投资好时节”遇见嘉实

Core Viewpoint - The 2026 Investment Strategy Summit by Harvest Fund emphasizes a shift from "liquidity-driven" to "profit-driven" investment strategies, focusing on patience and fundamental investment principles [1][2]. Group 1: Investment Strategy and Themes - The summit's theme "Investment Good Timing" highlights the importance of understanding market cycles and positioning in investment strategies [2]. - Harvest Fund's approach centers on "platform-based research and investment," integrating hard technology and stable value investments while reconstructing multi-asset allocation logic [2][3]. - The firm aims to anchor a new investment blueprint with a focus on high-quality development and long-term commitment, leveraging over 20 years of platform capabilities [2][4]. Group 2: Research and Investment Capabilities - The summit showcased Harvest Fund's platform-based investment capabilities through various thematic discussions, covering macroeconomic cycles, asset classes, and niche opportunities [3][4]. - The firm has developed a comprehensive investment system that integrates diverse investment strategies, reflecting its strength as a platform company [4][6]. - Harvest Fund's research team, consisting of nearly 300 members, collaborates across over 20 sectors, breaking down professional barriers to enhance investment insights [4][7]. Group 3: Technology and Innovation - The focus on technology investments, particularly in AI, demonstrates Harvest Fund's strategic foresight and commitment to long-term value creation [8][9]. - The firm has established a robust product matrix in high-growth sectors, combining active equity products with tools like super ETFs to meet diverse investor needs [9][11]. - The integration of technology into operations and investment processes is evident, with the firm utilizing digital tools to enhance investor engagement and decision-making [9][10]. Group 4: Client-Centric Approach - Harvest Fund is transitioning from being a product provider to a comprehensive solution provider, addressing investors' real concerns in uncertain environments [11][12]. - The summit featured cross-industry collaborations, showcasing the firm's ability to connect hard investment insights with broader public financial literacy [12].