京秋岁安，风起华章——万得基金金秋投资尊享荟成功举办

Core Insights - The investment conference "Golden Autumn Investment Enjoyment" organized by Wind Fund successfully concluded, focusing on current market conditions and investment strategies [1][3] Group 1: Market Environment and Investment Strategies - The current market is at a critical juncture, with emphasis on technological innovation as a key driver for China's economic development [5] - The Chinese capital market is undergoing profound structural changes, leading to accelerated differentiation and integration among industry players [7] - Investment strategies discussed include a focus on core assets, long-termism, and adapting to industry trends [7] Group 2: AI and Technological Impact - AI technology is reshaping the financial research and investment ecosystem, transitioning from traditional specialized models to a more generalized system [9] - The evaluation system for funds is evolving from relying solely on historical performance to a comprehensive model that integrates unique data and strategy adaptability [9] - AI is viewed as a "productivity lever," unlocking previously inaccessible data in various sectors, including pharmaceuticals and robotics [11] Group 3: Investment Outlook - The stock market is expected to enter a bullish phase, driven by technology stocks, with key themes including AI, resources, and military industry [13] - The convertible bond market may face increased challenges, with returns primarily dependent on underlying stock performance [13] - The bond market may see short-term recovery opportunities, but long-term returns are likely to remain low [13] Group 4: Future Collaboration and Development - The conference provided valuable investment insights and fostered closer connections between investment institutions and investors [15] - Wind Fund aims to continue promoting an open, cooperative, and win-win philosophy to enhance the prosperity and quality development of the wealth management industry in China [15]