Core Insights - The 2025 Analyst Conference highlighted expectations for a significant influx of global capital into the A-share market, suggesting a potential bull market in China [1] Group 1: Economic Outlook - By 2025, China's economy is expected to have rebounded, with a likely recovery in Return on Equity (ROE) [1] - Following supply-side adjustments, Chinese companies are anticipated to demonstrate improved profitability and resilience [1] Group 2: Global Investment Trends - It is projected that AI investments in the United States will likely slow down, coinciding with unsustainable high fiscal deficits [1] - The anticipated economic conditions may trigger a new wave of global asset reallocation [1]