Core Viewpoint - The investment philosophy emphasizes the importance of focusing on growth opportunities in the present rather than being overly concerned with long-term outcomes or high valuations [3][4][5]. Investment Philosophy - The approach is characterized by a belief that predicting the long-term future of a company or industry is nearly impossible, and that investors should engage with current growth sectors without hesitation [4][10]. - The investment strategy involves a balance of risk management while seizing present opportunities, highlighting the need for continuous learning and adaptability [4][12]. Market Analysis - The current capital market is seen as being in a favorable phase, supported by low-risk interest rates and positive policy signals, making equity assets a good allocation direction for the foreseeable future [7][8]. - The rise of Chinese technology and innovative pharmaceuticals is gaining global recognition, suggesting a continuous emergence of related investment opportunities [7]. Sector Focus - The focus is on the technology sector, particularly artificial intelligence (AI) and robotics, which are expected to experience significant growth driven by hardware acceleration and software ecosystem development over the next 3 to 5 years [14]. - There is also attention on the non-ferrous metals sector, with a positive outlook on prices for gold, silver, copper, and aluminum due to stable fundamentals and increasing demand driven by global manufacturing investment cycles [15]. Characteristics of Target Companies - Companies that are favored typically exhibit three key characteristics: large market space in a high-growth industry, technological barriers or brand premiums, and performance growth exceeding market averages [10].