专题：2025第9届"银华基金杯"新浪·理财师大赛 11月8日，2025"银华基金杯"新浪理财师大赛团队复赛答辩（深圳场）在深圳前海深港基金小镇成功举 办。本场复赛汇聚了全国15支优秀理财团队，他们通过资产配置方案讲演同台竞技，充分展现了专业能 力与职业素养，他们将与北京场、上海场共计45支理财团队一同角逐，争夺全国总决赛的十强席位。 答辩结束后，在现场理财分享会上，银华基金投资者教育部副总经理杨静、银华基金资产配置与投顾服 务委员会办公室副主任付伟与北京大学汇丰商学院长聘副教授，院长助理、MBA项目主任刘柏霄，聚 焦未来理财趋势、投资方向及理财师的能力提升与职业成长等热点话题进行分享。 快速回顾深圳场各个团队的精彩表现。 责任编辑：胡尊波 ...

专题：2025第9届"银华基金杯"新浪·理财师大赛 11月1日，2025"银华基金杯"新浪理财师大赛团队复赛答辩（上海场）成功举办。本场复赛汇聚了全国 15支优秀理财团队，他们通过资产配置方案讲演同台竞技，充分展现了专业能力与职业素养。他们将与 北京场、深圳场共计45支理财团队一同角逐，争夺全国总决赛的十强席位。 答辩结束后，在现场理财分享会上，银华基金投资者教育部副总经理杨静与复旦大学经济学院金融研究 院副教授蒋祥林，聚焦未来理财趋势、投资方向及理财师的能力提升与职业成长等热点话题进行分享。 快速回顾上海场各个团队的精彩表现。 责任编辑：胡尊波 ...

Core Insights - The core viewpoint of the articles emphasizes the evolving investment landscape, highlighting a transition from a structural bull market to a comprehensive bull market, with a focus on the importance of human value in the future economy [1]. Group 1: Investment Direction - The current market is perceived as being in the first half of a bull market, with the index just reaching 4000 points, suggesting that the second half of the bull market will unfold next year [1]. - Investment strategies should align closely with future lifestyle changes and the composition of the world, indicating a need for accurate predictions about societal shifts [1]. Group 2: Future Consumption Trends - Future consumption will be driven by factors that bring happiness, joy, and longevity, suggesting a shift in consumer priorities towards experiences rather than material goods [2]. - The value of products created by robots is expected to diminish, as human perception of value is tied to monetary worth, indicating a potential devaluation of mass-produced items [2]. - Scarcity will become increasingly important in a world where most goods can be produced in abundance, highlighting the need for unique offerings that enhance quality of life [2].