走近基金经理|国泰海通策略深度对话·第1期
国泰海通证券研究·2026-01-19 22:56
Group 1 - The core viewpoint of the article discusses the current "transformation bull market" in the Chinese stock market and its implications for investors [1] - It emphasizes the importance of emerging technologies as a main investment theme and provides insights on how to effectively invest in this sector [1] - The article also addresses the need to balance return elasticity with risk control in investment strategies [1]