长远看，时代的帷幕可能才刚刚开始

Group 1 - The article emphasizes that the era of asset allocation centered around capital markets may just be beginning, as evidenced by the push for personal pensions and the high-quality development of public funds [6][7] - It highlights the importance of choosing the right direction in investments, suggesting that this may have a greater impact on returns and investment experience than the timing of entry [8][9] - The article discusses the current market focus on resource cycles, Hong Kong internet, innovative pharmaceuticals, and emerging consumption, while maintaining a cautious but optimistic view on the long-term investment value of artificial intelligence [9][15] Group 2 - The article notes that the recent market performance shows a strong upward trend in resource cycles, with significant gains in sectors like new energy batteries and rare earth industries, indicating a potential end to market adjustments [14] - It points out the ongoing weakness in domestic consumption, with mixed results in sectors such as real estate and consumer goods, which raises concerns about investor confidence [14] - The article mentions a slight fatigue in the artificial intelligence sector after a strong recovery, suggesting that its short-term performance may not continue to dominate the market [15]