张忆东，官宣离职！

Core Viewpoint - Zhang Yidong, a prominent strategist, has announced his resignation from his position at Industrial Securities to focus on overseas business, particularly in the Hong Kong and international capital markets [1][2]. Group 1: Background and Career - Zhang Yidong holds a bachelor's and master's degree in International Finance from Fudan University and an EMBA from Shanghai Jiao Tong University [3]. - He has served in various roles at Industrial Securities, including Vice President of the Economic and Financial Research Institute and Global Chief Strategist [3][4]. - Zhang has a history of working in the securities industry since 2002, initially focusing on Hong Kong and A-share strategies [4]. Group 2: Future Outlook and Investment Strategy - Zhang maintains a strong confidence in both A-share and Hong Kong markets, emphasizing the importance of structural highlights and long-term development over short-term economic fluctuations [6][7]. - He predicts that the AI wave will significantly impact the market, comparing it to the internet boom of 1996-1998, with expectations of improved nominal GDP growth and a favorable funding environment for Hong Kong stocks in 2026 [7][8]. - Key investment opportunities for 2026 include sectors such as AI, military industry, energy technology, new consumption, and innovative pharmaceuticals, as well as traditional industries benefiting from supply chain restructuring [8]. Group 3: Company Response to Resignation - Industrial Securities has confirmed that Zhang Yidong's departure will not affect its ongoing business, as the research team has over 200 members and continues to excel in various industry rankings [10]. - The firm aims to maintain its commitment to providing forward-looking and in-depth research services, adhering to its core philosophy of discovering and creating value through research [10].