不只是泡沫之争：展望AI的真实机会与变革场景‌

Group 1 - The core viewpoint of the article highlights the transformation of China's capital market under the "dual circulation" strategy, emphasizing the deepening of the Sci-Tech Innovation Board reforms and the adaptation of the Growth Enterprise Market's admission standards to future industries [2] - In 2025, the scale of medium- and long-term capital entering the market is expected to reach a historical high, with foreign capital net increasing its holdings of domestic stocks exceeding 100 billion yuan [2] - The article indicates that China is becoming a core anchor point in the global capital rebalancing era, particularly in the context of differentiated global monetary policies and geopolitical restructuring [2] Group 2 - An online sharing session titled "Technology Empowerment · Capital Breakthrough" is scheduled for December 22, 2025, focusing on AI technology advancements and investment opportunities [3][4] - The session will feature insights from Kong Rong, Deputy General Manager and Chief Analyst of Overseas Research at Guolian Minsheng Research Institute, who will analyze the forefront of AI technology development and its implications for China [4][7] - The research team has established strong global research resources and maintains close communication with leading companies in Silicon Valley, covering key sectors such as Internet & Web3, new consumption, and emerging technologies [9]