Great Wall Fund manager Liu Jiang, with over 13 years of experience in the securities industry and more than 6 years in public fund management, has long been dedicated to the technology growth sector. Regarding the current market discussions on the development and investment opportunities in the AI industry, Liu Jiang recently stated in a media interview that the AI industry as a whole is still in the early or early-mid stages of the technological wave, with broad long-term growth potential. Investment opportunities in various segments are expected to continue to emerge. Based on medium to long-term trends in technology industry development, Liu Jiang believes that future focus should be on high-growth areas such as the computing power industry chain, AI applications, strategic emerging industries, and future industries prioritized by national policies, to deeply tap into the long-term dividends of the technology sector.
Liu Jiang believes that the technology industry has become a core engine for economic growth, with accelerating industry iteration and continuous emergence of structural opportunities in various segments, highlighting significant medium to long-term investment value.
First, the computing power industry chain and its segments. As the foundational cornerstone of AI industry development, the computing power industry has already seen a comprehensive surge in momentum. Performance growth across various segments of the industry chain continues to materialize, with strong growth certainty for related companies, making it a core theme in technology investment. Liu Jiang considers optical communication to be a favorable track within the computing power field. Additionally, supporting segments such as liquid cooling, PCBs, storage, and space-based computing power are also worth close attention.
Second, opportunities for localization in the domestic computing power industry chain. The technology industry operates within a global ecosystem. As the AI industry develops, the driving effect of domestic computing power demand will gradually become apparent, presenting significant opportunities.
Third, the ecosystem dividends at the AI application end. With continuous improvements in computing power infrastructure, AI technology is accelerating its penetration into various industries. The deep integration of technological implementation with real market demand continues to foster innovative applications and business models. Various potential breakout applications are expected to gain prominence, creating new industry growth points. "AI tokens are akin to internet traffic in the internet era; a vast industrial ecosystem will form around tokens, potentially giving rise to new intelligent terminals and breakout applications in the future," Liu Jiang further explained.
Fourth, strategic emerging industries and future industries prioritized by national policies. These include commercial aerospace, low-altitude economy, marine technology, embodied intelligence, quantum technology, brain-computer interfaces, and other directions, all of which hold the potential to foster significant investment opportunities.
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