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产业创新趋势股票

产业创新趋势股票

投资于产业创新的结构性增长趋势

要点:

  • 确定来自产业创新的强大长期全球增长趋势
  • 专注于能够分散风险的四个强劲趋势
  • 趋势:机器人、数字制造、能源转型和网络安全

投资理念

生产趋势类股票策略投资理念的基础是,我们相信通过以下方式将可获取额外回报:

  • 从上而下的分析 – 在初期阶段识别最具吸引力的行业趋势和主题;及
  • 从下而上的研究 – 精选能够把握这些行业趋势和主题且估值理想的股票。

投资过程

我们的投资过程包括三个步骤:首先,从上到下识别产业创新形成的长期趋势。四大长期趋势是“机器人”、“数字制造”、“能源转型”和“网络安全”。第二,利用从下而上的研究,筛选通过上述主题获益最多且升值潜力最大的股票;第三,根据投资依据充分程度和风险特性确定各仓位的配置量,精心构建投资组合。

趋势投资
趋势投资

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