Core Insights - The application of AI is expected to enter a valuation upcycle, with 2026 potentially being the year of AI application explosion [1][2][3] - The high-end manufacturing industry chain is anticipated to maintain its prosperity due to dual drivers of policy and engineering talent, with recognition of Chinese enterprise upgrades and overseas expansion continuing in 2026 [1][2][3] - Specific high-end manufacturing sectors such as military, aerospace, nuclear power, wind power, and energy storage are expected to produce a number of global leading companies [1][2][3] Industry Performance - In 2025, the equity market strengthened amidst fluctuations, witnessing the rise and growth of the pan-technology theme [2][4] - The company’s digital economy products ranked first in performance among peers over the past two years, while its technology sector consistently ranked in the top quartile over the past two, three, and five years [2][4]
2026新年献词|摩根士丹利基金权益投资部总监雷志勇：2026年科技浪潮方兴未艾，人工智能仍是未来投资主线
Xin Lang Cai Jing·2026-02-14 08:36