Core Viewpoint - The article emphasizes the transformative power of technology stocks, highlighting their ability to reshape industries and lifestyles, particularly through advancements in AI, renewable energy, and other tech innovations [1][4][12]. Group 1: Market Performance - As of September 19, the STAR Market Index has risen by 45.03% year-to-date, while the CSI Artificial Intelligence Industry Index has surged by 77.58% [1]. - Various technology-focused funds, such as those under the auspices of浦银安盛, have reached historical net asset value highs, with浦银安盛科技创新优选 achieving a one-year return of 138.83% [2][9]. Group 2: Investment Strategy - 浦银安盛 has strategically positioned itself as a "Global Tech Innovator," focusing on AI and high-end manufacturing, and has developed a diversified investment system that spans A-shares, Hong Kong stocks, and U.S. stocks [2][6]. - The company aims to evolve its investment methodology from a reliance on individual insights to a more systematic and process-driven approach, enhancing its research capabilities across various tech sectors [5][7]. Group 3: Research and Development - The investment team at 浦银安盛 is tasked with understanding rapid technological changes and identifying value, requiring a blend of industry insight, cross-disciplinary knowledge, and risk assessment [5][10]. - The firm has established a comprehensive research team that covers cutting-edge technology fields, including robotics, computing power, and AI applications, to build a robust cognitive moat [7][8]. Group 4: Global Perspective - The article underscores the importance of a global perspective in tech investment, as the industry is characterized by international collaboration and innovation [11][12]. - 浦银安盛 leverages its unique Sino-French joint venture background to integrate global insights into its investment strategies, allowing it to identify undervalued tech assets [12][14]. Group 5: Future Outlook - The firm anticipates that the next wave of transformative companies will emerge from sectors like AI, renewable energy, and biotechnology, aligning with its long-term growth investment philosophy [4][6]. - 浦银安盛's proactive approach to investment, including its focus on undervalued Chinese tech companies, positions it well to capitalize on future market recoveries [9][13].

Core Viewpoint - The company is transforming from a single "fixed income expert" to a diversified investment ecosystem through three sub-brands: "Global Tech Innovator," "Index Innovator," and "Fixed Income Expert," addressing market demands for transparency and robust financial solutions [1][9]. Group 1: Product Matrix Implementation - "Global Tech Innovator" covers a comprehensive range of technology sectors, including overseas tech, Hong Kong stocks, and domestic niche tech, forming a global investment landscape [2][3]. - Key products include the "High-end Equipment Mixed Fund," which focuses on hard tech and has achieved over 120% returns in the past year, and the "Tech Innovation Preferred Mixed Fund," with returns exceeding 90% [2]. - The "Fixed Income Expert" brand emphasizes stable returns through short-term bonds and fixed income strategies, with products like "Double Monthly Xin" ranking in the top 10% of its category for performance [4]. - The "Index Innovator" brand focuses on quantitative investment and index enhancement, with products like the "CSI A50 Index Enhanced Fund" and "CSI 500 Index Enhanced Fund" providing diversified exposure to leading stocks [5][6]. Group 2: Talent Development and Research Foundation - The company has built a specialized investment research team through internal training and external recruitment, focusing on technology innovation, new fixed income strategies, and index enhancement [7][8]. - The "Global Tech Innovator" team includes professionals with international experience and local insights, enhancing their ability to identify key opportunities in the tech sector [7]. - The "Fixed Income Expert" team is led by experienced fund managers who excel in risk control and yield enhancement strategies [8]. Group 3: Strategic Synergy and Future Outlook - The three sub-brands have formed a synergistic development model, addressing different investor needs from conservative to aggressive risk profiles [9]. - The company aims to guide funds into hard tech sectors, provide alternative financial solutions for residents, and lower investment barriers through index products, promoting inclusive financial values [9]. - Looking ahead, the company plans to leverage its collaborative advantages to create long-term value for investors amid a complex market environment [9].