11月26日热门路演速递 | AI革命、10亿机器人、量化择时……理想汽车千亿现金如何布局未来？

Group 1 - The core focus of the China Galaxy Securities annual strategy conference is the transition to new productive forces, with artificial intelligence expected to be a key driver in 2026 [2] - The conference will feature macroeconomic scholars and industry experts discussing investment themes, particularly in AI, new energy, and quantum technology [2] - The event aims to unlock wealth opportunities for the start of the 14th Five-Year Plan [2] Group 2 - The CICC Quantitative and ESG team will provide authoritative insights into the 2026 quantitative strategy outlook, focusing on timing signals and practical applications of options volatility [5] - The session will share cutting-edge quantitative timing models to help accurately gauge market rhythms [5] Group 3 - UBS's outlook for 2026 discusses the potential reality of humanoid robots once technical and regulatory barriers are removed, highlighting the implications for the industry and what investors need to know [7] - The session will feature insights from UBS's research leaders in Taiwan and China [7] Group 4 - The CITIC Construction Investment report will explore how the electric new energy, military industry, and building materials sectors will evolve in the new cycle leading into 2026 [10] - It will discuss the impact of global energy storage growth and the AI electricity revolution on the electric new energy sector, as well as military trade and digital transformation in the building materials industry [10] Group 5 - Li Auto's Q3 2025 earnings call will address challenges related to slower responses compared to competitors and the potential of the i6 electric model to set new standards in the mid-to-large 5-seat SUV market [12] - The discussion will also cover the self-developed VLA large model and driver assistance chip's role in enhancing product capabilities, alongside the company's cash reserves supporting its technology breakthroughs and international expansion strategy [12]