EASTMONEY(SZ:300059) Sou Hu Cai Jing·2025-11-19 09:28Core Insights - The conference held by Dongfang Caifu Securities focused on the theme "Intelligent Wave • Rise of the East," gathering top experts to discuss the impact of AI on global economic changes and new opportunities in the Chinese capital market [1][3]. Group 1: Economic and Strategic Insights - The general manager of Dongfang Caifu Securities emphasized that the 14th Five-Year Plan highlights the importance of industrial intelligence, green development, and the acceleration of new productive forces, marking a shift from traditional growth logic to innovation and efficiency [3]. - Professor Wu Xiaoqiu discussed the opportunities and challenges for China's economy and capital markets in the AI era, stating that AI's widespread application will determine China's new position in the global economy and that seizing AI development opportunities is crucial for future economic growth [5]. - By 2030, it is projected that China's per capita GDP will exceed $20,000, with a recovery in consumption rates and a securities rate surpassing 200%, positioning China as a leader in AI penetration globally [6]. Group 2: Market Outlook and Investment Strategies - The chief strategist of Dongfang Caifu Securities presented a report indicating that the logic of asset revaluation in China will continue into 2026, with both domestic and foreign investments expected to increase in the equity market, suggesting significant potential for domestic residents to enhance their equity asset allocation [8]. - The chief macro analyst forecasted that domestic macro policies will continue to support economic stability, with active fiscal policies and a loose monetary stance, contributing to gradual economic improvement [10]. - The chief scientist and AI director highlighted that AI will reshape industry ecosystems, creating a dynamic feedback loop that enhances user understanding and engagement, leading to a shift from standardized services to deeply customized long-term support in wealth management [12]. Group 3: Conference Structure and Participation - The conference spanned two days and included 11 sub-forums covering various sectors such as macroeconomics, technology, and consumer goods, with a focus on presenting investment strategies for 2026 [12]. - The event attracted over a thousand attendees on-site, with online viewership exceeding ten thousand across major streaming platforms [13].