Yimei Capital's Ye on Top Investment Themes

The video discusses the impact of Fed rate hikes on capital and private markets, highlighting the long-term perspective of investors. It explores investment opportunities in China, focusing on the PBOC's contrasting policies and the potential in the real estate and technology sectors. The digital economy is emphasized as a key investment theme, with attention to regulatory risks and the growth of the semiconductor and healthcare industries.

What opportunities are seen in the technology sector as mentioned in the text?

How is digitization impacting the healthcare sector according to the speaker?