科技创新板块投资策略
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龙旗科技创始人朱晓康:用AI投资反哺科技进步
Zhong Guo Zheng Quan Bao· 2025-05-16 20:33
Group 1 - The founder of Longqi Technology, Zhu Xiaokang, emphasized the significant empowering role of AI in the investment field, suggesting that investment can also promote technological development [1] - Zhu noted that the A-share technology innovation sector has substantial investment scale and attractiveness, with over 1,900 listed companies in the Sci-Tech Innovation Board and Growth Enterprise Market, accounting for approximately 21% of the total A-share market capitalization [2] - The weighted average return of stocks in the Sci-Tech Innovation Board and Growth Enterprise Market reached 11.3% from January 2020 to April 2025, closely approaching the Nasdaq's 13.9% performance during the same period [2] Group 2 - Longqi Technology has developed investment strategies specifically for the technology innovation sector, achieving over 20% excellent returns in just over four months [2] - The company's quantitative investment products have demonstrated strong excess returns, with a 14.8% annualized return from 2017 to April 2025, compared to a -1.3% annualized return for the CSI 500 Index during the same period [2] - Zhu highlighted that 37% of Longqi Technology's funds are allocated to the Sci-Tech Innovation sector, significantly higher than the sector's market capitalization proportion of around 21% [3]