Recently, at the investment strategy meeting held by ChuangJin Hexin fund, Su Yanzhu, general manager and chief investment officer of ChuangJin Hexin fund, pointed out that he is optimistic about the investment opportunities of "carbon neutralization", digital economy and national defense and military industry in 2022.
Su Yanzhu pointed out that since 2021, the structural market of A-share capital market has been magnificent, and the new energy industries, chips and military industry associations related to "carbon neutralization" and "carbon peak" have performed well. Overall, ChuangJin Hexin fund seized the structural opportunity in 2021, performed well in new energy (including new energy vehicles), chips, digital economy and other aspects, and the scale of related funds increased rapidly.
Looking forward to 2022, Su Yanzhu pointed out that industries that meet the requirements of high-quality economic development will receive greater capital investment, such as "carbon neutralization" direction, digital economy direction, national defense and military industry direction, which are expected to usher in development opportunities. ChuangJin Hexin fund will continue to carry out product layout with long-term industrial logic, pick out the best structural opportunities and strive to create a good return on investment for investors.
(China Securities Journal · China Securities Network)
