Group 1 - The core viewpoint is that the AI industry is in a "high certainty expansion period" with strong long-term fundamentals supported by empirical evidence from upstream computing power to downstream applications [1] - The current market situation is not merely a speculative bubble but a revaluation of industry-level assets driven by a three-dimensional resonance of technology, demand, and liquidity [1] - For investments in 2026, the focus should be on performance realization and three main directions: critical segments in computing infrastructure such as storage, advanced packaging, and domestic computing; multimodal content and AI agents approaching commercialization; and structural opportunities from edge AI and new form factors [1] Group 2 - Regarding the recently discussed embodied intelligence industry, the investment strategy should prioritize upstream components with high certainty, followed by downstream applications that form a commercial closed loop, and finally consider midstream entities with high risk but also high potential returns [1]
嘉实基金尚可：AI产业处于高确定性扩张期 投资应聚焦业绩兑现
Zhong Zheng Wang·2026-02-26 12:59