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One idea, and I’ll be the first to say it’s incomplete, is to rethink how we organize technology exposure. Instead of a single broad “tech” umbrella analyzed by generalists, imagine a more hierarchical structure. Asset allocators at the top decide how much exposure there is to cybersecurity, AI infrastructure, fintech, or vertical SaaS. Below that, each domain develops its own specialist analysts, valuation models, and indices built around its specific realities.
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Фото: Рамиль Ситдиков / РИА Новости
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身居特种机器人企业生产和科研一线，中信重工智能矿山重型装备全国重点实验室员工邢京龙代表感受更深，“我们研发的机器人在矿山、应急、电力等高危场景大显身手，我国机器人研发应用已走在世界前列。”