国泰海通证券研究·2025-11-01 04:05Core Viewpoint - The article outlines the agenda for the 2026 Annual Conference, focusing on macroeconomic challenges, investment strategies, and the impact of artificial intelligence on various sectors [2][3][4]. Group 1: Macroeconomic Insights - The conference will feature discussions on the challenges facing the Chinese macroeconomy and strategies to address them, presented by experts from the Chinese Academy of Social Sciences [2]. - A session will cover the outlook for the U.S. economy and monetary policy, highlighting its implications for global markets [2][3]. Group 2: Investment Strategies - The agenda includes a session on the 2026 macro outlook and investment strategies for Chinese equities, emphasizing the importance of adapting to changing market conditions [3][4]. - Specific discussions will focus on the investment strategies for Hong Kong stocks, financial engineering, and the IPO market outlook for 2026 [4][5]. Group 3: Artificial Intelligence and Technology - The conference will explore the future and opportunities of artificial intelligence, including its applications in finance and enterprise transformation [3][5]. - Sessions will address the development trends of AI technologies, including general artificial intelligence and its implications for various industries [6][7]. Group 4: Sector-Specific Insights - The agenda includes insights into the consumer sector, with a focus on traditional and new consumption patterns, and the implications for investment strategies [9][10]. - Discussions will also cover the automotive industry, including investment strategies and the impact of geopolitical factors on market dynamics [21][22]. Group 5: Financial Market Trends - The conference will feature discussions on the fixed income market outlook for 2026, including the impact of interest rate changes and investment strategies in a low-rate environment [17][18]. - A focus on REITs and their market outlook will also be part of the agenda, addressing the evolving landscape of real estate investment trusts [24][25].