科技浪潮与资本远见交汇,2025资本市场香港论坛成功举办
中国基金报·2025-12-19 16:20

Group 1 - The forum focused on the integration of technology and industry, particularly the impact of AI on sectors like pharmaceuticals and asset management [2][3] - AI is reshaping the entire medical industry chain, from drug discovery to precision medicine, and is also penetrating every aspect of asset management [3] - The consensus on the Chinese stock market is a "slow bull" trend, driven by profit improvement, policy support, and attractive valuations, indicating a healthier and more sustainable market direction [6] Group 2 - Global investors are increasingly interested in asset allocation strategies in China, emphasizing the need for a diversified and balanced approach in a low-interest-rate environment [6] - Insurance funds are gradually increasing their equity asset allocation, favoring companies with sustainable profitability and high dividend characteristics, reflecting a proactive choice to engage with the long-term value of the Chinese equity market [7] - The forum provided critical insights for investment strategies in 2026, highlighting the importance of embracing technological changes and maintaining a long-term value approach in the asset management industry [10]

科技浪潮与资本远见交汇,2025资本市场香港论坛成功举办 - Reportify