“汇见新机，策马新程”共话“十五五”投资新机遇 汇正财经2026年度资本市场策略会圆满落幕

Group 1 - The 2026 Capital Market Strategy Conference held by Huizheng Finance focused on analyzing policy trends, dissecting track values, and exploring new investment opportunities amid global economic changes, attracting over 1.07 million online viewers [2] - The conference emphasized the importance of understanding long-term cyclical trends and embracing new industrial opportunities in the context of China's economic resilience amid global slowdowns and trade protectionism [3] - The storage industry is expected to experience three major trends: long-duration, intelligent, and market-oriented, driven by dual carbon goals and AI capabilities, with significant growth anticipated over the next five years [4] Group 2 - The A-share market is projected to follow a clear bullish path in 2025, with funds continuing to migrate towards high-value assets in 2026, focusing on cyclical sectors benefiting from policy support [5] - The commercialization of embodied intelligence is nearing a turning point, with 2026 expected to be a year of value realization for AI applications across various sectors, including industrial manufacturing and healthcare [6] - Investment logic is shifting towards long-term value, with a focus on sectors like quantum computing, commercial aerospace, and satellite communication, requiring patience for commercialization [7] Group 3 - The semiconductor industry faces both challenges and opportunities, with significant advancements in lithography equipment and a clear path for third-generation semiconductors to collaborate with 5G and new energy vehicle technologies [8] - The investment strategy should focus on technology breakthroughs and practical applications in sectors like industrial robotics, new energy storage technologies, and semiconductor materials, which show high certainty [8] - The market is experiencing structural differentiation, with a focus on core fundamentals and balanced asset allocation to avoid blind following of trends [9]