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 ...

通证券2026年度策略; 聚力长期,配置未来 银行理财多元配置新探索与 期资金入市展望 11月6日下午 北京 · 中国大饭店 · 多功能厅6AB 会议亮点 本次论坛将紧扣"聚力长期、配置未来"主题,深入探讨在利率 下行与市场波动加剧的背景下,银行理财如何依托多元化策略与 科学配置体系,有效提升投资效能与风险抵御能力。重点聚焦长 期资金入市新路径,解析如何借助公募、私募基金等工具,优化 大类资产配置,在风险与收益的动态平衡中把握市场机遇,助力 理财资金稳健增值与行业可持续发展。 议程安排 ● 13:40-13:50 致词 路 颖 - 国泰海通证券研究与机构业务委员会副总裁、研 究所所长 ● 13:50-14:35 宏观变局下的长期资产配置策略 特邀嘉宾 - 财富管理战略研究专家 ● 14:35-15:15 红利固收益,科技创奇迹—量化策略在资产配置中的应用 朱晓康 - 杭州龙旗科技创始人、首席投资官 ● 15:15-15:50 居民资产配置方向:现状、复盘及展望 马婷婷 - 国泰海通证券银行研究首席分析师 ● 15:50-16:35 主持人:倪韵婷-国泰海通证券基金评价与研究首席分析师 王 旭 民生理财 副总裁 ...

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 ...

Core Viewpoint - The article emphasizes the importance of rigorous, in-depth, and responsible research in the military industry, highlighting the expertise of the analysts involved [2][3]. Group 1 - The military research team is led by a chief analyst with extensive experience in military industry research and international business [2][3]. - The team aims to deliver high-quality military research that meets the standards of the industry [3]. Group 2 - The article promotes the subscription service of Guotai Junan Securities, indicating that the content is intended for signed clients only [7][9]. - It includes a reminder about the importance of appropriate investor management and the need for quality service [7].

Core Viewpoint - The article emphasizes the importance of a balanced investment strategy in the banking sector, highlighting the need for thorough research and analysis to identify potential investment opportunities and risks [2][3]. Summary by Relevant Sections - The article discusses the current trends in the banking industry, focusing on the performance metrics and financial health of various banks, which are crucial for making informed investment decisions [2][3]. - It outlines the selection criteria for banks, suggesting that investors should consider factors such as asset quality, profitability, and capital adequacy when evaluating potential investments [2][3]. - The article also mentions the significance of macroeconomic indicators and regulatory changes that could impact the banking sector, urging investors to stay informed about these developments [2][3].