The National Two Sessions will be held in early March, and the market is entering the Two Sessions period. Recently, Liu Kaiyun, Chief Investment Officer of Jiutai Fund, stated in an exclusive interview with Securities Times that he hopes to see more measures supporting the development of the private economy implemented during the Two Sessions. China's economy is expected to continue maintaining medium to high-speed growth in 2025, with consumption and investment becoming the main driving forces of economic growth. Against this backdrop, breakthroughs in technological innovation continue to enhance market confidence in economic prospects, and the capital market is expected to welcome a recovery led by technological innovation, with key support for the development of industries such as consumer electronics and robotics. Liu Kaiyun stated that technology is the primary productive force, and private enterprises have played an important role in the breakthrough and development of technology. He hopes to see more measures supporting the development of the private economy implemented during the Two Sessions. In addition, the role of consumption in the national economy is becoming increasingly significant, and he also hopes to see more measures promoting the development of the consumption industry introduced. Behind this, Liu Kaiyun has an optimistic outlook on the development of the Chinese economy. He believes that China's economy is expected to continue maintaining medium to high-speed growth in 2025. With the further implementation of proactive fiscal policies and loose monetary policies, Liu Kaiyun believes that breakthroughs in technological innovation will continue to enhance market confidence in economic prospects, and the capital market is expected to welcome a recovery in 2025. This round of market recovery is led by technological innovation and is expected to drive investment enthusiasm in other market sectors. With the continuous implementation of artificial intelligence applications, the development of industries such as consumer electronics and robotics will receive key support, and we maintain a high level of attention to investment opportunities in technology, high-end manufacturing, and consumption. The technology sector is expected to receive continuous policy support and funding investment, while on the demand side, there is strong demand in areas such as smart hardware, education, and healthcare, which is expected to promote the rapid transformation of technological achievements. Against the backdrop of policy support and technological breakthroughs, the technology sector is expected to become a definitive investment mainline. Specifically regarding investment opportunities, Liu Kaiyun believes that the following areas are expected to have continuous innovative breakthroughs or commercial applications implemented: First, in 2025, artificial intelligence is expected to achieve significant breakthroughs in deep learning, natural language processing, and autonomous decision-making. With the enhancement of computing power and data processing capabilities, AI will be able to solve more complex problems and achieve more accurate predictions and optimizations in industries such as healthcare, finance, climate change, and logistics. Second, the application of AI agents will become the most promising direction, expected to explode in 2025, reshaping the operational methods of multiple fields such as finance, healthcare, and education. Third, benchmark products such as humanoid robots from Yushu Technology will promote the implementation of humanoid robot technology, with application scenarios expanding to life services, healthcare, and other fields. Humanoid robots are expected to become the "ultimate form" of artificial intelligence development
