一场由认知驱动的投资跃迁！当市场浪潮邂逅“全球科创家”

Core Viewpoint - The article emphasizes the transformative power of technology stocks, highlighting their ability to reshape industries and lifestyles, particularly through advancements in AI, renewable energy, and other tech innovations [1][4][12]. Group 1: Market Performance - As of September 19, the STAR Market Index has risen by 45.03% year-to-date, while the CSI Artificial Intelligence Industry Index has surged by 77.58% [1]. - Various technology-focused funds, such as those under the auspices of浦银安盛, have reached historical net asset value highs, with浦银安盛科技创新优选 achieving a one-year return of 138.83% [2][9]. Group 2: Investment Strategy - 浦银安盛 has strategically positioned itself as a "Global Tech Innovator," focusing on AI and high-end manufacturing, and has developed a diversified investment system that spans A-shares, Hong Kong stocks, and U.S. stocks [2][6]. - The company aims to evolve its investment methodology from a reliance on individual insights to a more systematic and process-driven approach, enhancing its research capabilities across various tech sectors [5][7]. Group 3: Research and Development - The investment team at 浦银安盛 is tasked with understanding rapid technological changes and identifying value, requiring a blend of industry insight, cross-disciplinary knowledge, and risk assessment [5][10]. - The firm has established a comprehensive research team that covers cutting-edge technology fields, including robotics, computing power, and AI applications, to build a robust cognitive moat [7][8]. Group 4: Global Perspective - The article underscores the importance of a global perspective in tech investment, as the industry is characterized by international collaboration and innovation [11][12]. - 浦银安盛 leverages its unique Sino-French joint venture background to integrate global insights into its investment strategies, allowing it to identify undervalued tech assets [12][14]. Group 5: Future Outlook - The firm anticipates that the next wave of transformative companies will emerge from sectors like AI, renewable energy, and biotechnology, aligning with its long-term growth investment philosophy [4][6]. - 浦银安盛's proactive approach to investment, including its focus on undervalued Chinese tech companies, positions it well to capitalize on future market recoveries [9][13].