广发金融工程研究·2026-02-26 00:02Group 1 - The article discusses new growth opportunities and narratives in asset management, emphasizing the importance of adapting to changing market conditions [1] - It highlights the upcoming conference organized by GF Securities, focusing on capital market trends and investment strategies for 2026 [2][3] - The event will feature discussions on AI models and quantitative analysis as dual drivers for investment strategies [5] Group 2 - The conference agenda includes various topics such as the practical application of machine learning in quantitative stock selection, presented by industry experts [6] - Key sessions will cover predictions on adjustments to Hong Kong Stock Connect constituent stocks and their effects, as well as risk-neutral methods for convertible bond portfolios [6] - The event will also explore equity style rotation strategies based on macroeconomic expectations and discussions on growth and quality fundamental stock selection [6][8]