Bodao Fund held the 2026 Mid-Term Investment Forum. Sun Wenlong, the company's deputy director of equity investment, said in his speech that currently, AI investment has entered the second half of the first phase. In terms of the efficiency of capital allocation, the subsequent market may be “rebalanced”. Among them, consumption may have structural opportunities, and it is recommended to focus on the direction of health and aging. He further stated that observing consumption depends not only on product consumption, but also on service consumption. The increase in retail sales of services this year is higher than retail sales of goods.
Zhitongcaijing · 2d ago
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Bodao Fund held the 2026 Mid-Term Investment Forum. Sun Wenlong, the company's deputy director of equity investment, said in his speech that currently, AI investment has entered the second half of the first phase. In terms of the efficiency of capital allocation, the subsequent market may be “rebalanced”. Among them, consumption may have structural opportunities, and it is recommended to focus on the direction of health and aging. He further stated that observing consumption depends not only on product consumption, but also on service consumption. The increase in retail sales of services this year is higher than retail sales of goods.
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