中欧基金科技团队分析：科技赛道全业态研究，精准布局赋能投资

Group 1 - The report highlights the significant rise in the technology sector driven by multiple industrial transformations, suggesting that investors can capture investment opportunities through technology-themed funds [1][6][8] - The active funds heavily invested in A+H shares of the technology sector have a total management scale of 2,473.72 billion, with 242 funds identified as focusing on this area [4][9][10] - The technology team at China Europe Fund has over 10 years of experience in the technology sector, evolving from a "single manager" model to a "group operation" strategy, establishing a systematic and collaborative investment research framework [4][12][13] Group 2 - The China Europe Fund's technology team consists of approximately 25 core members, including 13 fund managers and 12 researchers, with a clear division of labor and a focus on various sub-sectors such as AI, semiconductors, and robotics [12][13][16] - The investment research system of the technology team emphasizes a three-pronged approach of breadth, depth, and timeliness, ensuring comprehensive coverage of the global technology landscape [14][15] - The team has developed a product matrix that covers the entire technology industry chain, with specific funds focusing on AI hardware, robotics, digital economy, and internet platforms [18][19] Group 3 - The "China Europe Innovation Theme" fund covers the entire technology industry chain, from upstream semiconductors and AI hardware to downstream consumer electronics and robotics, aiming for comprehensive exposure [20][21] - The "China Europe Digital Economy" fund focuses on AI infrastructure, applications, humanoid robots, and smart devices, aligning with the trend of digital transformation driven by AI [47][48] - The performance of the "China Europe Digital Economy" fund has been outstanding, with a cumulative return of 101.43% since the current manager took over, ranking it in the top 1% among similar funds [48][50]