Group 1 - The 2026 Capital Market Investment Conference held by Guangdong Bozhong focused on macroeconomic trends and industry upgrades, providing insights for investors on investment strategies for 2026 [1] - Liu Tao from Guangdong Bozhong emphasized the importance of analyzing the relationship between capital flow and fundamentals, noting that A-share valuations still have room for improvement and that emerging industries like technology are becoming focal points [3] - Hu Lili highlighted that central state-owned enterprises (SOEs) will be a key market theme in 2026, supported by the "14th Five-Year Plan" and state-owned enterprise reforms, with a market value exceeding 400 trillion yuan, offering low valuations and high dividend advantages [3] Group 2 - Liu Bing focused on the humanoid robot sector within AI, stating it has significant potential for growth in 2026 due to domestic technological breakthroughs and government support for industry development [3] - Sun Wensheng discussed the panel industry entering a profit release phase, with improved supply-demand dynamics and strong cash flow from leading companies, predicting significant profit and cash flow releases in 2026 [4] - A roundtable forum discussed opportunities in AI, with experts suggesting that AI's future is promising due to policy and capital support, and recommended focusing on domestic computing power and related applications [5]
启新聚势，致远 2026！ 广东博众顺利举办2026资本市场投资年会
Sou Hu Wang·2026-01-05 07:47