最新年报“信息量”巨大信心、周期、公司治理,张坤最新发布的基金年报罕见的出现了三个“新”主题词,让这份年报的“含金量”进一步上升。在这份最新年报中,张坤首先表达了对经济周期的关注,他用大量篇幅总结了去年房地产销售情况和政策的逐步改善,并将这一年和2021年初同样总结为“市场先生”的极端叙事模式。接着他也提及了中国大模型的进展,并积极判断,中国科技企业最终会在全球人工智能发展中占据很有分量的位置。他...
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