全球顶尖科学家、金融机构、重磅耐心资本发声！

Group 1: Forum Insights - The 2025 Capital Markets Hong Kong Forum focused on "Technology and Asset Management Empowering High-Quality Development," gathering around 150 professionals from various sectors [1] - Participants believe that a "slow bull" market is forming in A-shares, with technology remaining a key theme globally in 2026 [1] - The forum is part of the first "Hong Kong International AI Art Festival," aimed at integrating technology and art, contributing to Hong Kong's status as an international innovation and cultural exchange center [1] Group 2: Regulatory Developments - The Hong Kong Financial Secretary is working with the Securities and Futures Commission and the Stock Exchange to optimize market regulations, including shortening the stock settlement cycle to T+1 and expanding acceptable collateral types [2] - Initiatives to promote RMB securities business are underway, with plans to submit legislative proposals in the first half of 2026 to facilitate RMB-denominated stock transactions [2] Group 3: AI in Asset Management - AI is widely applied in Hong Kong's banking, securities, insurance, and asset management sectors, enhancing operational efficiency and service ecosystems [2][3] - The Hong Kong government adopts a dual-track approach to promote AI in financial services, balancing innovation with addressing challenges like cybersecurity and data privacy [3] Group 4: AI in Pharmaceuticals - AI is significantly impacting drug development processes, with examples like the FDA-approved Butterfly iQ ultrasound device showcasing AI's role in reducing costs and improving efficiency in medical imaging [4] - AI-driven research has led to the identification of 20 new drug targets, demonstrating its potential to revolutionize drug discovery and development [5][6] Group 5: Market Outlook - Morgan Stanley's stock strategy head predicts that the A-share market's institutionalization and corporate earnings will support the current bull market, with a focus on export, AI, and consumer sectors for 2026 [8] - The outlook for international investment in Chinese assets will depend on factors such as inflation pressure, consumer rebound, and real estate stabilization [8] Group 6: AI in Insurance - AI is transforming insurance asset management by enabling systematic decision-making under complex constraints, moving from subjective to data-driven optimal solutions [9] - The application of AI in insurance includes structured data processing, scenario generation, and human-machine collaboration to enhance decision quality [9][10]