📈【本期主题】 如何判断行业轮动拐点？ 成长性VS现金流？ 基金经理如何有效筛选有效信息？ 近期科技板块还有哪些投资机会？❤️【本期嘉宾】金梓才 财通基金副总经理、权益投资总监、基金投资部总经理执业编号：F0670000900001🔻【主持人】萧凯辰 中金财富北京亚运村营业部财富顾问执业编号：S0080119120034📍【时间轴】00:05:38 怎么区分不同风格的管理人？核心看贡献超额收益的来源00:11:58 目前AI投资中最具潜力的领域有哪些？00:20:51 AI行业选股逻辑00:31:25 产业趋势的鱼头、鱼身、鱼尾，哪部分比较重要？00:53:06 选股更注重未来的成长属性，还是当下的现金流？01:12:40 如何判断行业轮动的拐点已经来了？01:18:41 基金经理是怎么接触到一支股票的？从研究员筛选到基金经理决策流程是怎么样的？🌟扫描二维码，领取重磅投资干货🌟免责声明： 中金财富对本文所载信息的准确性、可靠性、时效性及完整性不作任何明示或暗 示的保证。本文仅供参考，不构成任何投资建议，投资者据此操作，风险自负。投资有风险 入市需谨慎。中金财富及其人员对使用本文本内容所引发的任何直接或间接损失概不负责。未经中金财富书面授权许可，任何机构和个人不得以任何形式转发、转载、翻版、复制、 刊登、发表、修改、仿制或引用本文。
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