Morgan Asset Management: There are still opportunities for certain growth in the field of AI.

Morgan Asset Management held the "2026 Mid-term Equity Investment Institution Exchange Conference," and the company's deputy general manager and investment director Du Meng stated at the meeting that this year, with the early turn of PPI to positive, gradual increase of CPI, and the beginning of profit recovery for listed companies, the overall profit growth rate of A-shares is expected to reach double digits. The attractiveness of Chinese equity assets to global investors has significantly increased, with a large horizontal valuation repair space. In terms of industry opportunities, Du Meng pointed out that there are still sustainable growth opportunities with certainty in the AI field, with strong prospects for prosperity and performance growth leading the market, focusing on key areas such as optical modules, PCB, liquid cooling, and computing power leasing. The new energy industry centered on lithium batteries is at a critical turning point, with the excess production capacity of the past few years largely cleared out, and the strategic position of solar power, wind power, and electric vehicles has greatly improved.