华林证券董事长林立:乘数智之风,策马新征程,以科技赋能金融高质量发展

Core Viewpoint - The year 2026 is anticipated to be a period of opportunity and transformation for China's capital market, with a focus on high-quality development and technological innovation [5][12]. Group 1: Economic Outlook - The Chinese economy is expected to transition from "quantity" to "quality," with new productive forces emerging to support stable GDP growth [5][12]. - Internal demand potential will be deeply explored, particularly in technology innovation and green development, which are set to replace traditional growth drivers [5][12]. Group 2: Capital Market Dynamics - The capital market ecosystem is predicted to continue optimizing, with regulatory emphasis on improving the quality and efficiency of listed companies [5][12]. - There is an expectation for stronger resilience in the capital market, with funds increasingly directed towards high-quality enterprises that possess core technological barriers and sound governance [5][12]. Group 3: Technological Integration - 2026 is viewed as the "explosion period" for AI applications in finance, moving from experimental phases to full integration across business processes [6][13]. - The company plans to enhance its investment in proprietary technology platforms and AI tools, aiming for a blend of artificial intelligence and human insight in wealth management [6][14]. Group 4: Investment Recommendations - Investors are encouraged to maintain confidence and focus on long-term value, despite short-term market fluctuations [7][15]. - Suggested sectors for investment include hard technology, semiconductors, and life sciences, which represent future directions [8][16]. - Utilizing digital financial tools is recommended to aid decision-making and balance risk and return in an information-overloaded environment [8][17].