前华尔街投行分析师：用“全球视角”看中概股

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 "1+6" reform of the Sci-Tech Innovation Board and the adaptation of the Growth Enterprise Market's admission standards to future industries. It notes that the scale of medium- and long-term capital entering the market has reached a historical high, with foreign capital net increasing its holdings of domestic stocks by over 100 billion yuan this year, positioning China as a key anchor in the global capital rebalancing era [2]. Group 2 - An online sharing session titled "Technology Empowerment · Capital Breakthrough" is scheduled for December 22, 2025, organized by Gelonghui, focusing on the global macro environment and its impact on the stock market, the structural evolution of Chinese concept stocks, and the strategic positioning and opportunities in the Hong Kong market [3][4][10]. - Marco Zhang, the director of Gelonghui's Chinese concept research institute, will be a key speaker at the event, bringing extensive experience from previous roles in investment banking and research, including significant IPO transactions [6].