Recently, at the 2026 Investment Strategy Meeting of the China-Europe Fund, Dai Yunfeng stated that he is optimistic about breakthroughs on the AI application side regarding 2026 technology investments. Among them, AI infrastructure and intelligent hardware trends are clear and predictable. The core is to track progress and dynamically correct judgments; while key breakthroughs in high-tech fields such as humanoid robots and autonomous driving are expected to spawn major investment opportunities. In his view, AI applications can focus on three major directions: one is the field of consumer entertainment. Following scenarios such as games and e-commerce, new scenarios such as AI advertising and AI education continue to emerge; second, optimization of business operations, AI empowers internal processes, reduces costs and improves efficiency; and third, new paradigms and new scenarios such as humanoid robots and intelligent driving. Regarding smart driving, Dai Yunfeng focuses on three major directions: first, automakers are the most flexible and are expected to create benchmark companies; second, the parts sector focuses on new software and hardware requirements for smart cars to select superior domestic supply chain companies; and third, the popularity of Robotaxi may spawn new business models and revenue distribution opportunities.

Recently, at the 2026 Investment Strategy Meeting of the China-Europe Fund, Dai Yunfeng stated that he is optimistic about breakthroughs on the AI application side regarding 2026 technology investments. Among them, AI infrastructure and intelligent hardware trends are clear and predictable. The core is to track progress and dynamically correct judgments; while key breakthroughs in high-tech fields such as humanoid robots and autonomous driving are expected to spawn major investment opportunities. In his view, AI applications can focus on three major directions: one is the field of consumer entertainment. Following scenarios such as games and e-commerce, new scenarios such as AI advertising and AI education continue to emerge; second, optimization of business operations, AI empowers internal processes, reduces costs and improves efficiency; and third, new paradigms and new scenarios such as humanoid robots and intelligent driving. Regarding smart driving, Dai Yunfeng focuses on three major directions: first, automakers are the most flexible and are expected to create benchmark companies; second, the parts sector focuses on new software and hardware requirements for smart cars to select superior domestic supply chain companies; and third, the popularity of Robotaxi may spawn new business models and revenue distribution opportunities.