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基石资本杜志鑫:未来十年重仓AI硬科技和制造业出海
Core Insights - The report highlights cultural intelligence manufacturing as one of the most promising sectors in the Guangdong-Hong Kong-Macao Greater Bay Area [2] - The investment strategy of the company focuses on embracing technological changes and global market opportunities [2][3] Investment Trends - Cultural intelligence manufacturing is seen as a new foundational medium that integrates the entire industry chain from creation to production and experience [2] - The company has invested in over 30 projects in the cultural media sector, including newspapers, internet, gaming, education, video, variety shows, and AI [3] Key Investment Opportunities - The company identifies two main opportunities for future enterprises: leveraging technological changes, particularly in the context of the fourth industrial revolution driven by AI, and expanding into global markets [2] - The company emphasizes the importance of hard technology, advanced manufacturing, and biomedicine as key focus areas for the next decade [3]