Core Viewpoint - The article highlights the increasing investment focus of private equity firms in Hong Kong's stock market, particularly in AI, digital currency, and new consumption sectors, with a significant portion of their portfolios allocated to these areas [1][2]. Group 1: Investment Strategy - The company has adjusted its positioning to become a "global value investment practitioner," planning to increase investments in global markets, especially in AI and digital currency sectors [1]. - Currently, over 70% of the company's portfolio is allocated to AI, digital currency, and new consumption sectors, with AI being identified as the largest investment opportunity encountered [1][2]. - The company is focusing on two specific segments within the AI sector: HBM investments and application AI companies, which are expected to have substantial growth potential due to increasing demand for bandwidth and efficiency improvements [2]. Group 2: Digital Currency Focus - The digital currency sector has become a new investment priority for the company, with a particular emphasis on DAT (Digital Asset Treasury) companies, which are seen as stable business models that can capitalize on the growth of digital currencies [3]. - As capital flows into the AI and digital currency sectors, valuations of many listed companies in these fields have surged, prompting the company to enhance its risk management capabilities to ensure dynamic portfolio balance [3]. Group 3: New Consumption Sector - The company is closely monitoring investment opportunities in the new consumption sector, particularly focusing on companies that can deliver sustained emotional value and high product value-to-price ratios to consumers [4]. - The investment strategy includes regular communication with investors to keep them informed about the latest investment trends and potential risks in the AI and digital currency sectors [4].