国泰海通证券研究·2025-10-20 07:40Core Viewpoint - The article discusses the upcoming Guotai Haitong Securities 2026 Annual Strategy Conference, highlighting its focus on various sectors and investment opportunities, particularly in AI, new consumption, and digital economy trends [2][3]. Group 1: Conference Overview - The conference will take place from November 4 to 6, 2025, at the China Grand Hotel in Beijing, featuring over 700 listed companies and more than 100 industry experts [2]. - Multiple forums and specialized meetings will be held, covering a wide range of research topics [2]. Group 2: Key Sessions and Themes - The main forum on November 4 will include discussions on AI, technology independence, and the evolution of the entertainment industry driven by AI [3]. - On November 5, sessions will focus on the dynamics between new and traditional consumption, as well as the investment logic surrounding the "Z Generation" and new energy [4]. - The final day will address topics such as the digital economy, global asset allocation strategies, and the outlook for the insurance industry in 2026 [4]. Group 3: Investment Opportunities - The conference aims to explore investment opportunities in sectors like AI, digital finance, and the automotive industry, emphasizing the potential for growth and innovation [4]. - There will be discussions on the implications of macroeconomic changes and international relations on investment strategies [4].