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就在今天 · 总量篇|国泰海通2025研究框架培训“洞察价值,共创未来”
Core Viewpoint - The article discusses the upcoming research framework training hosted by Guotai Junan Securities, focusing on macroeconomic analysis and various investment strategies for 2025 [10]. Summary by Sections Event Schedule - The training sessions are scheduled for August 18, 19, 25, and 26, 2025, from 9:00 AM to 5:40 PM [7]. - The agenda includes various research topics such as macro research, strategy research, overseas strategy research, fixed income research, fund evaluation, financial engineering research, small and mid-cap innovation equity research, and new stock research [8]. Research Focus Areas - The training will cover macroeconomic research, which is crucial for understanding the broader economic environment [8]. - Strategy research will be emphasized to help participants develop effective investment strategies [8]. - The inclusion of overseas strategy research indicates a focus on global market trends and opportunities [8]. - Fixed income research will provide insights into bond markets and interest rate trends [8]. - Fund evaluation and research will assist in assessing the performance of various investment funds [8]. - Financial engineering research will explore innovative financial products and risk management techniques [8]. - Small and mid-cap innovation equity research will focus on emerging companies with high growth potential [8]. - New stock research will cover the analysis of upcoming IPOs and their market implications [8].
国泰海通 ·2025研究框架培训邀请函|洞察价值,共创未来
Core Viewpoint - The article outlines the schedule and topics for the 2025 research framework training organized by Guotai Junan Securities, emphasizing a comprehensive approach across various sectors and inviting participation from interested parties [19]. Group 1: Event Schedule - The training sessions are scheduled for August 18-19 and August 25-26, covering a range of topics from macroeconomic research to sector-specific studies [14][19]. - The first two days focus on total, consumption, and financial sectors, while the latter two days will delve into cyclical, pharmaceutical, technology, and manufacturing sectors [19]. Group 2: Research Topics - The training will include sessions on food and beverage research, retail and service research, textile and apparel research, internet applications, home appliances, agriculture, forestry, animal husbandry, and fishery research [15]. - Additional topics will cover macroeconomic research, strategy research, overseas strategy research, fixed income research, fund evaluation, financial engineering, small and medium-sized enterprises, and new stock research [15][16]. - The second week will feature non-metallic building materials, non-ferrous metals, public utilities, biological medicine, cultural communication, electronics, and various engineering and manufacturing studies [16][17].