Group 1 - The core viewpoint of the article emphasizes that technology remains a dominant investment theme for 2026, alongside structural opportunities in renewable energy and non-renewable resources due to economic recovery and currency appreciation [2][3]. - Institutions express strong confidence in equity assets for 2026, with a focus on technology innovation as a key driver of productivity [2]. - Key trends identified include advancements in AI technology, accelerated domestic production, and a recovery in the semiconductor industry, particularly in storage as a leading indicator [2]. Group 2 - Jiashi Fund highlights five major industrial directions for investment in 2026: manufacturing, information technology, materials, energy, and space industries, with a focus on smart manufacturing and advanced materials [3]. - Wanji Fund emphasizes strategic resource products, such as gold, silver, copper, and rare metals, as beneficiaries of overseas inflation cycles and fiscal expansion [3]. - Zhongjia Fund identifies AI as a critical area for both short-term performance and long-term narrative, while also noting potential in sectors like lithium batteries and commercial aviation, despite current market overheating [4].
布局2026，机构核心投资思路曝光！
天天基金网·2026-01-04 01:06