活动预告｜野村东方国际证券2025中期策略会

Core Viewpoint - The article emphasizes the importance of identifying certainty in industries and assets amidst rising geopolitical uncertainties and the reallocation of global capital due to the ongoing "America First" policy [3]. Group 1: Event Overview - Nomura Orient International Securities will hold a mid-term strategy conference on June 10 at the Ritz-Carlton Hotel in Shanghai [1]. - The theme of the conference is "Exploring Certainty in Geopolitical Games" [2]. Group 2: Morning Session - The morning session will feature prominent speakers including Gu Zhaoming, Chief Economist of Nomura Research Institute, and Su Bowen, Head of Global Macro Research, who will analyze macroeconomic trends and share insights on market changes [5]. Group 3: Afternoon Sessions - Two parallel industry sub-forums will take place in the afternoon, where Nomura's research team and industry experts will discuss industry trends and future development directions [6]. - The sub-forums aim to help investors identify opportunities in specific sectors through case studies and forward-looking analyses [6]. Group 4: Special Presentation - A special showcase of the Orca I humanoid robot will be held, highlighting its advanced capabilities such as autonomous movement, decision-making, and interaction [8]. - The Orca I robot features high-precision perception modules and has achieved significant technological breakthroughs, including stable natural variable-speed walking in a straight-knee state [8].