会议议程｜国泰海通“远望又新峰”2026春季策略会

Core Viewpoint - The article outlines the agenda and key themes of the Guotai Junan 2026 Spring Strategy Forum, focusing on macroeconomic outlook, AI advancements, and investment opportunities across various sectors [1]. Group 1: Macroeconomic and Policy Outlook - The forum will feature discussions on China's macroeconomic outlook and policy projections, emphasizing the impact of global monetary policy changes on asset performance [2][15]. - Key speakers include experts from prestigious institutions, providing insights into the evolving international order and its implications for investment strategies [2][19]. Group 2: AI and Technological Advancements - A significant focus will be on the transition to AI-driven industries, with discussions on the rise of AI factories and the implications for computing power demand [5][10]. - The forum will explore the integration of AI in various sectors, including marketing algorithms, gaming, and local consumption decision-making [8][11]. Group 3: Investment Strategies and Asset Allocation - The agenda includes sessions on asset reallocation in response to geopolitical shifts and economic cycles, highlighting the importance of diversified investment strategies [7][28]. - Experts will discuss the outlook for real estate prices and the impact of fiscal policies on market dynamics, particularly in the context of Shenzhen's property market [14][15]. Group 4: Sector-Specific Insights - The forum will cover various sectors, including consumer goods, technology, and energy, with a focus on identifying high-growth opportunities and strategic investments [27][31]. - Discussions will also address the challenges and opportunities in the healthcare sector, particularly in relation to global drug development and medical device exports [30][33].