HSBC's low-carbon pioneer and Chinese businessman Alpha have performed well this year, and their positions are concentrated on the theme of emerging industries, which is in line with the hot market trend this year. But at present, it is not particularly ideal to choose these two kinds of fixed investment. At present, the stocks of GEM and emerging industries have been heavily speculated, and the investment themes of these two funds are similar. If you choose two fixed investments, it is recommended to allocate them in a balanced way. It is suggested that Chinese businessmen should keep alpha mixing and replace HSBC's low-carbon pioneer, and recommend Huitianfu Value Selection, Jing Shun Great Wall's core competitiveness and Morgan Stanley's industry rotation.