景顺长城基金农冰立：对2026年权益市场保持乐观

Group 1 - The core viewpoint is that despite recent adjustments in the technology sector due to external sentiment, internal structural differentiation, and high valuation digestion, the AI-driven technological revolution continues to deepen [1] - The upcoming fund, Invesco Great Wall Xin You Growth, will focus on a wide range of technology sectors, emphasizing the importance of selecting "big technology" fund managers with strong investment capabilities [1] - Fund manager Nong Bingli emphasizes the technology sector as a long-term core theme in the market, with a focus on diversified investments across low-correlation industries to manage portfolio risk and reduce drawdowns [1] Group 2 - The fund will allocate 60%-95% of its assets to stock investments, covering A-shares and Hong Kong stocks, with a maximum of 50% in Hong Kong Stock Connect stocks [2] - A floating management fee mechanism linked to fund performance is set to encourage the fund manager and team to enhance their ability to generate excess returns and promote long-term holding by investors [2] - Nong Bingli maintains an optimistic outlook for the equity market through 2026, focusing on sectors such as computing power, semiconductors, the internet, innovative pharmaceuticals, and consumer electronics [2]