议程安排 ● 09:00-09:30 2026年通信投资策略 会伟民-国泰海通证券通信研究首席分析师 海通证券2026年度等服 11月5日上午 北京 · 中国大饭店 · 多功能厅4AB ● 09:30-10:00 国内总体算力和网络情况分享 何宝宏-信通院云大所所长 ● 10:00-10:30 面向AI可重构数据中心网络(RDCN)光交 换及互联技术探讨 张 华-凌云光光通信事业部CTO ● 10:30-11:00 人工智能算力网络高速互联的技术演进 罗传能-华工正源总工程师 更多国泰海通研究和服务 亦可联系对口销售获取 重要提醒 本订阅号所载内容仅面向国泰海通证券研究服务签约客户。因本资料暂时无法设置访问限制，根据《证 券期货投资者适当性管理办法》的要求，若您并非国泰海通证券研究服务签约客户，为保证服务质量、 控制投资风险，还请取消关注，请勿订阅、接收或使用本订阅号中的任何信息。我们对由此给您造成的 不便表示诚挚歉意，非常感谢您的理解与配合！如有任何疑问，敬请按照文末联系方式与我们联系。 法律声明 扫码关注 星标不迷路 国泰海通证券研究所官方公众号 海量研报 | 热门活动 | 视听内容 ...

Core Insights - The article discusses the potential of the technology sector, particularly in the context of AI and its impact on various industries, highlighting the convergence of demand and technological advancements [1]. Group 1: Event Agenda - The agenda includes discussions on AI e-commerce reshaping consumer experiences, led by Wang Yunfeng, CTO of Zhi De Mai [2] - A session on the new generation of human-computer interaction and collaboration paradigms in the era of large models, presented by Liu Yao, AI analyst at Jiazi Zhiku [2] - An overview of the primary investment and financing situation in the AI industry, provided by Liu Xiaoqing, Director of Data Analysis at IT Juzi [2] - A presentation on the development and application of 3D data and robotics, conducted by Wu Bangyi, CDO of Tianyu Shuke [2]

Group 1 - The article discusses the upcoming Guotai Junan Securities 2026 Strategy Conference scheduled for November 4-6, 2025, in Beijing [1] - It emphasizes the importance of the conference for investors and stakeholders in the financial sector [1] Group 2 - The content is intended solely for clients who have signed up for Guotai Junan Securities research services, highlighting the exclusivity of the information [4] - There is a reminder for non-clients to unsubscribe to ensure service quality and manage investment risks [4]

Core Insights - The article outlines a conference agenda focused on the integration of AI in various sectors, particularly in social networks and smartphones, highlighting the transformative impact of AI technologies on hardware innovation and ecosystem evolution [1]. Group 1: AI in Social Networks - The session titled "AI Social Networks, Humanity's Great Future" is led by Qin Pingping, Chief Analyst of Overseas Technology Research at Guotai Junan Securities, indicating a focus on the future implications of AI in social networking platforms [1]. Group 2: AI in Smartphones - The discussion on "Smartphones Embracing the AI Application Era" is presented by Meng Jinchong, Executive Director and Chief Capital Officer of Wankah Yilian, suggesting a significant shift in smartphone functionalities driven by AI advancements [1]. Group 3: AI Model Evolution - The segment "Models: From Scaling Law to Post-Transformer Era" features Sun Yuhao, a researcher at Sapient Intelligence and a PhD from Tsinghua University, indicating a deep dive into the evolution of AI models and their implications for future technologies [1]. Group 4: Hardware Innovation - Li Yuanyuan, co-founder of Out of the Question, discusses "AI Restructuring Hardware Innovation Margins," emphasizing the role of AI in driving hardware advancements and innovation [1]. Group 5: AI Ecosystem Development - The final session on "Tencent: The Evolution of Video Accounts and AI Ecosystem" is led by Liu Shuopei, former Director of Tencent Live, highlighting Tencent's strategic initiatives in developing AI-driven ecosystems within its platforms [1].

Core Viewpoint - The article outlines the agenda for the 2026 Annual Conference, focusing on macroeconomic challenges, investment strategies, and the impact of artificial intelligence on various sectors [2][3][4]. Group 1: Macroeconomic Insights - The conference will feature discussions on the challenges facing the Chinese macroeconomy and strategies to address them, presented by experts from the Chinese Academy of Social Sciences [2]. - A session will cover the outlook for the U.S. economy and monetary policy, highlighting its implications for global markets [2][3]. Group 2: Investment Strategies - The agenda includes a session on the 2026 macro outlook and investment strategies for Chinese equities, emphasizing the importance of adapting to changing market conditions [3][4]. - Specific discussions will focus on the investment strategies for Hong Kong stocks, financial engineering, and the IPO market outlook for 2026 [4][5]. Group 3: Artificial Intelligence and Technology - The conference will explore the future and opportunities of artificial intelligence, including its applications in finance and enterprise transformation [3][5]. - Sessions will address the development trends of AI technologies, including general artificial intelligence and its implications for various industries [6][7]. Group 4: Sector-Specific Insights - The agenda includes insights into the consumer sector, with a focus on traditional and new consumption patterns, and the implications for investment strategies [9][10]. - Discussions will also cover the automotive industry, including investment strategies and the impact of geopolitical factors on market dynamics [21][22]. Group 5: Financial Market Trends - The conference will feature discussions on the fixed income market outlook for 2026, including the impact of interest rate changes and investment strategies in a low-rate environment [17][18]. - A focus on REITs and their market outlook will also be part of the agenda, addressing the evolving landscape of real estate investment trusts [24][25].

海 博君弘 2026年度宏观展望 演讲嘉宾 梁中华|云观研究首席分析师 14:00-14:30 2026年度投资权益策略展望 国泰海通 型 现场直播 年度策略 总量论坛 2025/11/4 周二 13:00-17:00 看现场 · 直击市场策略发布 解观点 ·精选投资理财方案 主题速览 13:00-13:30 金牌投顾带你逛策略会 主持人 陈昕怡丨君弘APP主持人 对话嘉宾 潘生荣| 金牌投顾 晉 丹|金牌投顾 13:30-14:00 演讲嘉宾 方 奕|策略研究首席分析师 14:30-15:00 2026年度潜股投资策略展望 天信坪 | 冯外束哈目席分析师 澳洲翡兵 15:00-15:30 2026年度金融工程策略展望 演讲嘉宾 郑雅斌|金融工程研究首席分析师 15:30-16:00 2026年度基金评价展望 演讲嘉宾 倪韵婷|基金评价与研究首席分析师 16:30-17:00 2026年债市展望 演讲嘉宾 唐元懋|固定收益研究领域负责人 直播间专属福利"投资秘籍" 提前预约开播领取 《年度投资策略报告精要》、《重点板块观点集锦》 《ETF投资策略精要》等 2026年度IPO市场展望 演讲嘉宾 王政之 | 新股 ...

Core Viewpoint - The forum focuses on the theme "Focusing on the Long Term, Configuring the Future," discussing how bank wealth management can enhance investment efficiency and risk resilience through diversified strategies and scientific allocation systems in the context of declining interest rates and increasing market volatility [2]. Group 1: Forum Highlights - The forum will explore new paths for long-term capital market entry, utilizing public and private funds to optimize asset allocation and balance risk and return [2]. - Key discussions will include the application of quantitative strategies in asset allocation and the current state and outlook of resident asset allocation [3][4]. Group 2: Key Sessions - A session on macroeconomic changes and long-term asset allocation strategies will feature a wealth management strategic research expert [3]. - Two roundtable discussions will address enhancing investment portfolio returns through diversified strategies and the opportunities and challenges faced by wealth management funds entering the market [4].

2 道合 国泰海通证券2026年度策略会 F 川 道合全程实时直播 2025.11.4 周二 13:20 国泰海通证券 牆彩议题 《《《《《 13:30-14-00 14:00-14:30 《2026年度中国权益投资策略展望》 方 奕 国泰海通证券策略研究首席分析师 《2026年度港股投资策略展望》 14:30-15:00 吴信坤 国泰海通证券海外策略研究首席分析师 (2026年度宏观展望) 型中华 国泰海通证券宏观研究首席分析师 《2026年IPO市场展望》 王政之 国泰海通证券新股研究首席分析师 《2026年度基金评价展望》 16:00-16:30 《2026年度金融工程策略展望》 15:00-15:30 郑雅斌 国泰海通证券金融工程研究首席分析师 15:30-16:00 法律声明 国泰海通证券研究所官方公众号 海量研报 | 热门活动 | 视听内容 更多国泰海通研究和服务 亦可联系对口销售获取 重要提醒 本订阅号所载内容仅面向国泰海通证券研究服务签约客户。因本资料暂时无法设置访问限制，根据《证 券期货投资者适当性管理办法》的要求，若您并非国泰海通证券研究服务签约客户，为保证服务质量、 控制投资风险，还请取 ...

Core Viewpoint - The article discusses the strategic opportunities and trends in the Chinese pharmaceutical and healthcare industry, emphasizing innovation and global expansion as key drivers for growth [3][4]. Group 1: Industry Trends - The current state and trends of the Chinese pharmaceutical and healthcare industry will be analyzed from a market perspective [3]. - The transformation of China's biopharmaceutical sector from catching up to leading globally is highlighted, focusing on innovative breakthroughs [4]. Group 2: Key Innovations - The success factors in the medical aesthetics industry will be decoded, showcasing the industry's growth potential [4]. - Innovations in the metabolic field, particularly regarding GLP-1 and the fourth-generation insulin, are being driven by dual engines at Ganli Pharmaceutical [4]. - The article mentions the emergence of a 2.0 era in targeted anti-tumor drugs and immunotherapy, indicating advancements in cancer treatment [4]. Group 3: Strategic Insights - The annual strategy report for the pharmaceutical industry will be presented, providing insights into future directions and investment opportunities [4]. - The establishment of a global new drug origin by Baiao Saitu is discussed, emphasizing the company's role in the international pharmaceutical landscape [4].

EE 家 ik the was and . and and and the may . . 0 (0) = 1) . . . . . . . : and with the and and a lines. . 6 00 a t a la " . 2019-01-11 1 t was a superior of the states . : w 国泰海通证券2026年度策略会 2025年11月4-6日 | 北京 中国大饭店 | 北京 中国大饭店 | | | | , G the county ice and with the . the first and with the 重要提醒 本订阅号所载内容仅面向国泰海通证券研究服务签约客户。因本资料暂时无法设置访问限制，根据《证 券期货投资者适当性管理办法》的要求，若您并非国泰海通证券研究服务签约客户，为保证服务质量、 控制投资风险，还请取消关注，请勿订阅、接收或使用本订阅号中的任何信息。我们对由此给您造成的 不便表示诚挚歉意，非常感谢您的理解与配合！如有任何疑问，敬请按照文末联系方式与我们联系。 法律声明 1 更多国泰海通研究和服务 亦可联系对口销售获取 ...