国泰海通证券研究·2026-02-12 14:02Core Viewpoint - The article discusses the upcoming Guotai Junan Securities Spring Strategy Conference scheduled for March 24-26, 2026, in Shenzhen, highlighting various thematic forums and discussions on industry trends and investment strategies [3]. Group 1: Conference Overview - The conference will feature multiple thematic forums, including discussions on AI applications, macroeconomic policies, and investment methodologies in technology and healthcare sectors [4][5]. - Key topics include the impact of AI on memory demand, the restructuring of the real estate chain, and the exploration of new investment opportunities in the context of international changes [4][5]. Group 2: Thematic Forums - Specific forums will address major asset classes, index investments, and the implications of geopolitical dynamics on China's policies [5]. - The conference will also cover consumer services, state-owned enterprise reforms, and the second growth curve for commodities, indicating a broad range of investment themes [5]. Group 3: Networking and Collaboration - The event aims to facilitate high-level exchanges between domestic and foreign investors, emphasizing multi-asset allocation strategies and leverage applications in a macroeconomic context [5]. - There will be specialized sessions focusing on quantitative investment strategies and the commercial space sector, reflecting the evolving landscape of investment opportunities [5].