播客上新｜家庭资产配置，如何把握全球科技浪潮机会？

Group 1 - The underlying logic of family asset allocation is being restructured, moving away from reliance on single assets towards diversified global asset allocation as a necessity for households [1] - The podcast discusses how families can seize opportunities presented by the global technological wave [1] Group 2 - The Hong Kong technology sector is gaining attention due to improvements in fundamentals and positive expectations, making it a valuable long-term investment [4] - Many companies listed in Hong Kong are familiar to mainland investors, providing a sense of comfort and understanding [4] Group 3 - High volatility in technology assets requires investors to be aware of potential pitfalls and to adopt strategies that align with their risk tolerance [5] - A systematic investment approach, such as dollar-cost averaging, may yield better results in volatile markets [5] Group 4 - The reversal of the "dilemma" in innovative pharmaceuticals is attributed to changes in the payment side and ongoing policy support for innovative drugs [6] - The upcoming expiration of patents for many multinational corporations (MNCs) creates opportunities for Chinese innovative pharmaceutical companies, which are seen as a "pharmaceutical supermarket" globally [7] Group 5 - The lithium battery sector is experiencing a second growth curve driven by explosive growth in energy storage demand, supported by technological advancements and new applications [9][10] - The commercialization of energy storage has been accelerated by high electricity demand in certain provinces and supportive government policies [10] Group 6 - India is emerging as a new focus for global capital due to its stable currency, young population, and low labor costs, positioning it as a strong candidate for becoming a major economy [11]