国泰海通证券研究·2025-10-29 06:09Core Insights - The article discusses the upcoming 2026 Annual Conference, highlighting key topics and speakers that will address macroeconomic challenges, investment strategies, and technological advancements in various sectors [2][4][12]. Group 1: Macroeconomic and Investment Outlook - The conference will feature discussions on China's macroeconomic challenges and strategies to address them, presented by experts from the Chinese Academy of Social Sciences [4]. - A session will focus on the outlook for the U.S. economy and monetary policy, providing insights into global economic trends [4]. - Investment strategies for 2026 will be explored, including equity investment strategies in China and Hong Kong, as well as financial engineering strategies [4][5]. Group 2: Technological Advancements - The future of artificial intelligence (AI) and its opportunities will be a key topic, with discussions on AI's impact on various industries [4][5]. - The conference will also cover advancements in humanoid robotics, including product iterations and applications, as well as the development of AI infrastructure in China [5][8]. Group 3: Consumer and Sectoral Insights - The conference will address the transformation of traditional consumption and the rise of new consumption trends, emphasizing the high growth potential in sectors like food and beverage, beauty, and home appliances [12][14]. - Insights into the agricultural sector will be shared, focusing on opportunities in pet care and livestock farming [14][23]. Group 4: Financial Strategies and Asset Allocation - Discussions will include asset allocation strategies in a low-interest-rate environment, with a focus on the implications for various asset classes [21][31]. - The role of ETFs and quantitative products in modern investment strategies will be examined, highlighting their relevance in the current market landscape [9][32].