Xie Zhiyu: Optimistic about AI and the revival of traditional industries

SadMoneyMeow · 2026-04-06T15:03:48+00:00

Jiemian News reported on April 6 that well-known fund manager Xie Zhiyu stated in his latest annual report that the nonlinear growth brought by AI in 2026 remains a core investment focus. As the macroeconomy stabilizes and recovers, differentiation and warming in traditional industries will also become apparent.He pointed out that in the supply chain of optical modules, storage, energy storage, and gas turbines, leading companies with stable supply capabilities will continue to command high premiums, and supply-demand gaps are expected to persist in the long term. Future investments will focus on niche sectors with technological iteration dividends and ongoing widening supply-demand gaps, while remaining alert to risks of deteriorating competitive landscapes.On the other hand, with the implementation of counter-cyclical regulation and anti-involution policies, economic recovery momentum has strengthened. Some chemical industries have already shown signs of improved prosperity, and the warming trend is gradually taking shape.(Edited by: He Chong)【Disclaimer】This article only reflects the author's personal views.

SadMoneyMeow

2026-04-06 15:03:48

Interface News April 6 reports that well-known fund manager Xie Zhiyu said in his latest annual report that the non-linear growth brought by AI in 2026 remains a core focus for investment. As the macro economy stabilizes and rebounds, differentiation and recovery in traditional industries will also become apparent.

He pointed out that within industrial chains such as optical modules, storage, energy storage, and gas turbines, leading companies with stable supply capabilities will continue to command high premiums, and supply-demand gaps are expected to persist over the long term. In the future, investments will focus on sub-sectors that benefit from technological iteration dividends and where supply-demand gaps continue to widen, while also remaining alert to the risk of deterioration in the competitive landscape.

On the other hand, as counter-cyclical adjustments and anti-“involution” policies are implemented, economic recovery momentum is strengthening. Some chemical industry sectors have already shown signs of improved business conditions, and the recovery trend is gradually becoming established.

(Editor: He Cong)

     【Disclaimer】This article only represents the author’s own views and is not related to Hexun. The Hexun website remains neutral regarding the statements, opinions, and judgments contained in the article, and does not provide any express or implied guarantee regarding the accuracy, reliability, or completeness of the information included. Readers are advised to use this information for reference only and bear all responsibility for their own actions. Email: news_center@staff.hexun.com

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