Group 1 - The investment strategy conference held by Guangdong Bozhong focused on macroeconomic trends and the sustainability of technology markets, providing forward-looking strategies and practical methodologies for investors [1][3] - The conference highlighted that the A-share market is expected to benefit from a new round of interest rate cuts by the Federal Reserve and a weakening dollar, creating a favorable external environment for risk assets [3][4] - The overall valuation of the A-share market is still considered reasonable, with historical data suggesting that technology growth assets tend to perform well during periods of dollar interest rate cuts, particularly in sectors like artificial intelligence [3][4] Group 2 - The roundtable discussion emphasized that the market is in the early stages of a bull market, with a focus on structural opportunities and policy-driven directions [4] - Investment directions suggested include low-crowded sectors such as AI, energy storage, brain-computer interfaces, and pharmaceuticals, alongside dividend and undervalued assets like real estate and non-ferrous metals [4] - The newly launched "New Species" product aims to identify explosive industry opportunities driven by technological disruption and policy benefits, offering a comprehensive investment research service [6][5]
广东博众举办“新高度·新机遇·新势能”2025四季度投资策略会
Sou Hu Wang·2025-10-13 05:12