前华尔街投行分析师：用“全球视角”看中概股

Group 1 - The core viewpoint of the article highlights the transformation of China's capital market under the "dual circulation" strategy, emphasizing the deepening of the "1+6" reform on the Sci-Tech Innovation Board and the adaptation of the Growth Enterprise Market's admission standards to future industries [2] - In 2025, the scale of medium- and long-term capital entering the market is expected to reach a historical high, with foreign capital net increasing its holdings of domestic stocks by over 100 billion yuan within the year [2] - The article announces an online sharing session titled "Technology Empowerment · Capital Breakthrough" scheduled for December 22, 2025, featuring insights on the global macro environment, structural evolution of Chinese concept stocks, and strategic positioning of the Hong Kong market [2][6] Group 2 - Marco Zhang, the director of the Gelonghui China Concept Research Institute, will provide in-depth analysis during the event, drawing from his extensive experience in investment banking and capital markets [4] - The agenda includes presentations from various analysts, focusing on sectors such as electric equipment and new energy, indicating a broad interest in technology and innovation [8] - The event aims to explore the value coordinates of China's capital market in the context of global capital rebalancing, positioning China as a core anchor in this new era [2]