活动邀请 | 2026彭博私募投资策略交流会（上海站）

Core Viewpoint - The article discusses the 2026 Bloomberg Private Equity Investment Strategy Conference, emphasizing the balance investors seek between macroeconomic uncertainty and structural opportunities, particularly in the context of U.S. fiscal policy, geopolitical factors, and the re-globalization of supply chains [1]. Group 1: Market Trends - The market is betting on the continuation of the Federal Reserve's interest rate cut cycle, influencing risk appetite [1]. - China's market is supported by steady growth policies and ongoing capital market reforms, attracting both domestic and foreign investments [1]. - The rapid evolution of artificial intelligence and computational infrastructure is reshaping investment models, with technology stocks remaining a focal point [1]. Group 2: Investment Strategies - Quantitative investment strategies are accelerating due to upgrades in data and tools, becoming a key force for breakthroughs in the industry [1]. - Active management is demonstrating unique value in equity markets amidst frequent style shifts [1]. Group 3: Event Details - The conference will take place in multiple cities, including Shanghai, Beijing, Shenzhen, and Hangzhou, featuring industry leaders and Bloomberg economists discussing global macro trends, stock market strategies, and the empowerment of investment through quantitative methods [1][3]. - The Shanghai session is themed "Finding Certainty in a Changing Macro Environment: Reshaping Asset Allocation Frameworks with Stocks and Quantitative Strategies" [1].