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class="statistical_link" statistical_id="1446" content_type="article" content_id="14457121"＞＜span class="title"＞＜span class="vip-before-title"＞＜/span＞＜span＞短期内政策层面出台大规模增量措施的可能性不大｜宏观晚6点＜/span＞＜/span＞＜/a＞＜/div＞＜div class="news-footer"＞＜p＞＜span class="author"＞＜a href="https://a.jiemian.com/index.php?m=user&a=center&id=100033448" target="_blank"＞辛圆＜/a＞ ＜/span＞＜span class="date"＞05/20 18:00＜/span＞＜span class="footer-right"＞＜span class="read-num"＞＜i class="iconfont huo_icon"＞＜/i＞＜em＞18w＜/em＞＜/span＞＜/span＞＜/p＞＜/div＞＜/div＞＜!-- vip 非第一条 --＞＜div class="news-view"＞＜div class="news-header news-vip-title"＞＜a href="https://www.jiemian.com/article/14451925.html" target="_blank" class="statistical_link" statistical_id="1446" content_type="article" content_id="14451925"＞＜span class="title"＞＜span class="vip-before-title"＞＜/span＞＜span＞5月20日投资早报|武汉控股终止购买武汉市政院100%股权，招商轮船收到上海监管局《行政监管措施决定书》，*ST宝鹰撤销退市及其他风险警示 ＜/span＞＜/span＞＜/a＞＜/div＞＜div class="news-footer"＞＜p＞＜span class="author"＞＜a href="https://a.jiemian.com/index.php?m=user&a=center&id=120486096" target="_blank"＞李科峰＜/a＞ ＜/span＞＜span class="date"＞05/20 08:30＜/span＞＜span class="footer-right"＞＜span class="read-num"＞＜i class="iconfont huo_icon"＞＜/i＞＜em＞16.8w＜/em＞＜/span＞＜/span＞＜/p＞＜/div＞＜/div＞＜!-- vip 非第一条 --＞＜div class="news-view"＞＜div class="news-header news-vip-title"＞＜a href="https://www.jiemian.com/article/14450922.html" target="_blank" class="statistical_link" statistical_id="1446" content_type="article" content_id="14450922"＞＜span class="title"＞＜span class="vip-before-title"＞＜/span＞＜span＞内需复苏力度和下游价格传导顺畅度是决定PPI走势的关键变量｜宏观晚6点＜/span＞＜/span＞＜/a＞＜/div＞＜div class="news-footer"＞＜p＞＜span class="author"＞＜a href="https://a.jiemian.com/index.php?m=user&a=center&id=100033448" target="_blank"＞辛圆＜/a＞ ＜/span＞＜span class="date"＞05/19 18:00＜/span＞＜span class="footer-right"＞＜span class="read-num"＞＜i class="iconfont huo_icon"＞＜/i＞＜em＞19.1w＜/em＞＜/span＞＜/span＞＜/p＞＜/div＞＜/div＞＜/div＞＜/div＞＜/div＞＜!-- 第一旗帜广告位 --＞＜div id="index_right_ad1" class="ad-views"＞＜script type="text/javascript"＞
JM_SLOT_SHOW("19", "#index_right_ad1");
＜/script＞＜/div＞＜!-- 商业资讯 --＞＜div class="commerce-module"＞＜div class="special-news"＞＜div class="news-line-title"＞＜span class="module-title"＞＜i class="iconfont zixun_icon"＞＜/i＞＜span＞商业资讯＜/span＞＜/span＞＜a href="https://www.jiemian.com/lists/419.html" target="_blank"＞＜i class="iconfont index_moer_icon"＞＜/i＞＜/a＞＜/div＞＜div class="news-view"＞＜div class="news-list"＞＜ul＞＜li＞＜a href="https://www.jiemian.com/article/14468315.html" target="_blank" class="statistical_link" statistical_id="924" content_type="article" content_id="14468315"＞＜span class="title"＞共建多元支付，加速创新可及：镁信健康与辉瑞中国达成战略合作＜/span＞＜/a＞＜/li＞＜li＞＜a href="https://www.jiemian.com/article/14464282.html" target="_blank" class="statistical_link" statistical_id="924" content_type="article" content_id="14464282"＞＜span class="title"＞唯品会2026年第一季度净营收增至266亿元，SVIP活跃用户数保持增长＜/span＞＜/a＞＜/li＞＜li＞＜a href="https://www.jiemian.com/article/14460583.html" target="_blank" class="statistical_link" statistical_id="924" content_type="article" content_id="14460583"＞＜span class="title"＞三年相伴 声入人心——百雀羚官宣成为《歌手2026》超级合作伙伴＜/span＞＜/a＞＜/li＞＜li＞＜a href="https://www.jiemian.com/article/14451843.html" target="_blank" class="statistical_link" statistical_id="924" content_type="article" content_id="14451843"＞＜span class="title"＞虎牙积极执行股票回购计划，多元业务增长支撑长期价值＜/span＞＜/a＞＜/li＞＜li＞＜a href="https://www.jiemian.com/article/14449472.html" target="_blank" class="statistical_link" statistical_id="924" content_type="article" content_id="14449472"＞＜span class="title"＞菜鸟上线美国、德国"晚必赔"，跨境包裹超时即赔付＜/span＞＜/a＞＜/li＞＜li＞＜a href="https://www.jiemian.com/article/14447813.html" target="_blank" class="statistical_link" statistical_id="924" content_type="article" content_id="14447813"＞＜span class="title"＞巴西取消50美元以下跨境包裹关税，中国卖家加速布局拉美＜/span＞＜/a＞＜/li＞＜li＞＜a href="https://www.jiemian.com/article/14429727.html" target="_blank" class="statistical_link" statistical_id="924" content_type="article" content_id="14429727"＞＜span class="title"＞vivo Y600 Pro的朴素坚守：做8400万“新蓝领”的“可靠伙伴”＜/span＞＜/a＞＜/li＞＜li＞＜a href="https://www.jiemian.com/article/14430102.html" target="_blank" class="statistical_link" statistical_id="924" content_type="article" content_id="14430102"＞＜span class="title"＞阿里健康2026财报：净利润增长35% ，确立“医药全栈+医学AI”双轮战略＜/span＞＜/a＞＜/li＞＜li＞＜a href="https://www.jiemian.com/article/14429756.html" target="_blank" class="statistical_link" statistical_id="924" content_type="article" content_id="14429756"＞＜span class="title"＞从“小阳春”到“红五月”，地产或进入价值重估？＜/span＞＜/a＞＜/li＞＜li＞＜a href="https://www.jiemian.com/article/14429742.html" target="_blank" class="statistical_link" statistical_id="924" content_type="article" content_id="14429742"＞＜span class="title"＞中国电竞职业发展报告（2025）发布：主业从业者规模破百万，比心等平台助力高质量充分就业＜/span＞＜/a＞＜/li＞＜/ul＞＜/div＞＜/div＞＜/div＞＜/div＞＜!-- 广告位：首页第2旗帜 --＞＜div class="ad-views" id="index_right_ad2"＞＜script type="text/javascript"＞JM_SLOT_SHOW("17","#index_right_ad2");＜/script＞＜/div＞＜!-- 专题 轮播图--＞＜div class="special-news"＞＜div class="news-line-title"＞＜span class="module-title"＞＜i class="iconfont zhuanti_icon"＞＜/i＞＜span＞专题＜/span＞＜/span＞＜a href="https://www.jiemian.com/special/lists/news_1.html" target="_blank"＞＜i class="iconfont index_moer_icon"＞＜/i＞＜/a＞＜/div＞＜div class="news-view"＞＜div class="news-img"＞＜a href="https://www.jiemian.com/special/3136.html" target="_blank" class="statistical_link" statistical_id="484" content_type="special" content_id="3136"＞＜img src="https://img.jiemian.com/101/original/20241127/173267485044101200_a320x160.jpg"＞＜/a＞＜/div＞＜div class="news-header"＞＜a href="https://www.jiemian.com/special/3136.html" target="_blank" class="statistical_link" statistical_id="484" content_type="special" content_id="3136"＞＜span class="title"＞2024界面财经年会＜/span＞＜/a＞＜/div＞＜/div＞＜div class="news-view"＞＜div class="news-img"＞＜a href="https://www.jiemian.com/special/3095.html" target="_blank" class="statistical_link" statistical_id="484" content_type="special" content_id="3095"＞＜img src="https://img.jiemian.com/101/original/20240807/172302167025609400_a320x160.jpg"＞＜/a＞＜/div＞＜div class="news-header"＞＜a href="https://www.jiemian.com/special/3095.html" target="_blank" class="statistical_link" statistical_id="484" content_type="special" content_id="3095"＞＜span class="title"＞2024界面REAL科技大会＜/span＞＜/a＞＜/div＞＜/div＞＜/div＞＜!-- 召集令 --＞＜div class="special-news callup"＞＜div class="news-line-title"＞＜span class="module-title"＞＜i class="iconfont index_huodong_icon"＞＜/i＞＜span＞召集令＜/span＞＜/span＞＜a href="https://www.jiemian.com/callup/lists/1.html" target="_blank"＞＜i class="iconfont index_moer_icon"＞＜/i＞＜/a＞＜/div＞＜div class="news-view"＞＜div class="news-img"＞＜a href="https://a.jiemian.com/index.php?m=callup&a=index&cid=AGQCOQhgB2E=" target="_blank" class="statistical_link" statistical_id="1910" content_type="activity" content_id="2967"＞＜img src="https://img.jiemian.com/101/original/20260508/177823144835923900_a690x260.jpg" alt=""＞＜/a＞＜/div＞＜div class="news-header"＞＜a href="https://a.jiemian.com/index.php?m=callup&a=index&cid=AGQCOQhgB2E=" target="_blank" class="statistical_link" statistical_id="1910" content_type="activity" content_id="2967"＞＜span class="title"＞第20届HED中国峰会·上海重磅启幕＜/span＞＜/a＞＜/div＞＜div class="news-summary"＞＜a href="https://a.jiemian.com/index.php?m=callup&a=index&cid=AGQCOQhgB2E=" target="_blank" class="statistical_link" statistical_id="1910" content_type="activity" content_id="2967"＞＜p＞如果你还在沿用过去两年的投资框架，2026年的市场可能会让你感到陌生。
3月以来，中东局势骤变，全球原油供应端遭遇重磅冲击，国际油价应声暴涨。WTI及布伦特原油均创下历史性涨幅。HALO策略席卷全球，硬资产重回配置C位。
与此同时，AI赛道剧烈分化——算力与数据成为新护城河，而部分缺乏落地场景、业绩支撑乏力的软件与互联网公司，估值持续承压。以往人声鼎沸的科技股板块首次出现如此清晰的冷热两极。
一边是地缘风暴，一边是技术革命。旧逻辑正在失效，新周期已然开启。无论是公募、私募等资管机构，还是银行、保险、家族办公室，都陷入同一核心困惑：新周期，如何捕捉Alpha？
6月17日，第二十届HED中国峰会·上海，试图回答这个问题。
三大核心议题，直击2026年投资核心痛点
01宏观与全球资本：锁定新周期Alpha
当全球资本加速迁徙，当“美股+黄金”的经典组合开始颠簸，如何重新理解资产定价的底层逻辑？东吴证券首席经济学家芦哲将现场拆解2026全球宏观走向，解读全球资本流动趋势与中国资产的配置方向。同时，全球顶尖投行投资负责人将深度剖析新周期下的资产定价逻辑，挖掘全球资本布局中国的核心机遇。
02AI与量化：破解行业发展瓶颈
量化分论坛作为HED峰会的特色板块，历经多届打磨，已成为国内量化机构与机构投资者精准对接的核心阵地。往届嘉宾包括鸣石基金、千朔投资、聚宽投资等头部机构负责人。本届量化分论坛将延续往届高规格配置，邀请国内百亿量化私募创始人、一线基金量化投资负责人、核心AI科技企业技术高管，深度探讨人工智能如何重构资管行业生态，助力量化投资打破规模瓶颈、突破策略局限。
03大类资产与财富管理：硬资产与跨境配置的新解法
随着地缘风险常态化，传统股债组合的避险功能正在减弱，家族办公室与私行机构面临更高挑战：如何在波动中守住底线，同时捕捉结构性机会，而不让“多元化”沦为“风险敞口”？在此背景下，本次峰会特设大类资产与财富管理论坛，邀请头部家办负责人、多家银行私行部总经理、跨境税务专家齐聚一堂，拆解2026年财富管理的攻守之道。
二十届积淀，与顶级投资者同行
作为中国资本市场领域举办周期长、行业影响力广、专业度高的顶级峰会之一，财视中国主办的HED峰会已成为连接宏观研究、全球资本、实体产业与资管机构的核心桥梁，累计邀请近700位全球顶尖发言嘉宾，吸引超4000位资深机构投资人现场参与，全面覆盖银行、保险、券商、公募基金、私募基金、家族办公室及全球头部金融机构。往届嘉宾包括银行理财子董事长、太保资产总经理助理、德意志银行副行长、贝莱德中国首席投资官等上百位行业领袖。
峰会当晚还将举行第二十届介甫荣耀之夜颁奖典礼。“介甫奖”由财视中国于2015年发起设立，旨在激励行业创新、致敬卓越，历经十年发展已成为中国金融资管行业的重要标杆。届时，来自银行、理财子、券商、公私募基金等领域的众多机构将齐聚一堂，共同见证年度荣耀时刻。
6月17日，上海，与行业顶尖大咖共探新周期投资密码！
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target="_blank" class="statistical_link" statistical_id="241" content_type="article" content_id="12948064"＞提振消费的关键是要扭转预期。＜/a＞＜/div＞＜/div＞＜div class="comment-item"＞＜div class="user-info"＞＜span class="user-avator"＞＜img src="//res.jiemian.com/static/jmw/image/author.jpg" alt=""＞＜/span＞＜span class="user-name"＞聂日明＜/span＞＜/div＞＜div class="comment-header"＞＜a href="https://www.jiemian.com/article/12900248.html" target="_blank" class="statistical_link" statistical_id="241" content_type="article" content_id="12900248"＞【评论】反内卷应该是一个“慢工”和“细活”＜/a＞＜/div＞＜div class="comment-main"＞＜a href="https://www.jiemian.com/article/12900248.html"
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class="vip-before-title"＞＜/span＞＜span＞5月22日投资早报|京东方A与英伟达暂未开展业务合作，埃夫特拟收购盛普股份100%股份，今日两只新股上市＜/span＞＜/span＞＜/a＞＜/div＞＜div class="news-footer"＞＜p＞＜span class="author"＞＜a href="https://a.jiemian.com/index.php?m=user&a=center&id=120486096" target="_blank"＞李科峰＜/a＞ ＜/span＞＜span class="date"＞05/22 08:30＜/span＞＜span class="footer-right"＞＜span class="read-num"＞＜i class="iconfont huo_icon"＞＜/i＞＜em＞15.7w＜/em＞＜/span＞＜/span＞＜/p＞＜/div＞＜/div＞＜!-- vip 非第一条 --＞＜div class="news-view"＞＜div class="news-header news-vip-title"＞＜a href="https://www.jiemian.com/article/14464185.html" target="_blank" class="statistical_link" statistical_id="1446" content_type="article" content_id="14464185"＞＜span class="title"＞＜span class="vip-before-title"＞＜/span＞＜span＞宏观政策重心或将从“观察期”转向更具针对性的“响应期”｜宏观晚6点＜/span＞＜/span＞＜/a＞＜/div＞＜div class="news-footer"＞＜p＞＜span class="author"＞＜a href="https://a.jiemian.com/index.php?m=user&a=center&id=100033448" target="_blank"＞辛圆＜/a＞ ＜/span＞＜span class="date"＞05/21 18:00＜/span＞＜span class="footer-right"＞＜span class="read-num"＞＜i class="iconfont huo_icon"＞＜/i＞＜em＞16.3w＜/em＞＜/span＞＜/span＞＜/p＞＜/div＞＜/div＞＜!-- vip 非第一条 --＞＜div class="news-view"＞＜div class="news-header news-vip-title"＞＜a href="https://www.jiemian.com/article/14458072.html" target="_blank" class="statistical_link" statistical_id="1446" content_type="article" content_id="14458072"＞＜span class="title"＞＜span class="vip-before-title"＞＜/span＞＜span＞5月21日投资早报|京东方A与康宁公司签署合作备忘录，上海承适将取得仁智股份控制权，ST葫芦娃将叠加实施其他风险警示＜/span＞＜/span＞＜/a＞＜/div＞＜div class="news-footer"＞＜p＞＜span class="author"＞＜a href="https://a.jiemian.com/index.php?m=user&a=center&id=120486096" target="_blank"＞李科峰＜/a＞ ＜/span＞＜span class="date"＞05/21 08:52＜/span＞＜span class="footer-right"＞＜span class="read-num"＞＜i class="iconfont huo_icon"＞＜/i＞＜em＞17.5w＜/em＞＜/span＞＜/span＞＜/p＞＜/div＞＜/div＞＜!-- vip 非第一条 --＞＜div class="news-view"＞＜div class="news-header news-vip-title"＞＜a href="https://www.jiemian.com/article/14457121.html" target="_blank" class="statistical_link" statistical_id="1446" content_type="article" content_id="14457121"＞＜span class="title"＞＜span class="vip-before-title"＞＜/span＞＜span＞短期内政策层面出台大规模增量措施的可能性不大｜宏观晚6点＜/span＞＜/span＞＜/a＞＜/div＞＜div class="news-footer"＞＜p＞＜span class="author"＞＜a href="https://a.jiemian.com/index.php?m=user&a=center&id=100033448" target="_blank"＞辛圆＜/a＞ ＜/span＞＜span class="date"＞05/20 18:00＜/span＞＜span class="footer-right"＞＜span class="read-num"＞＜i class="iconfont huo_icon"＞＜/i＞＜em＞18w＜/em＞＜/span＞＜/span＞＜/p＞＜/div＞＜/div＞＜!-- vip 非第一条 --＞＜div class="news-view"＞＜div class="news-header news-vip-title"＞＜a href="https://www.jiemian.com/article/14451925.html" target="_blank" class="statistical_link" statistical_id="1446" content_type="article" content_id="14451925"＞＜span class="title"＞＜span class="vip-before-title"＞＜/span＞＜span＞5月20日投资早报|武汉控股终止购买武汉市政院100%股权，招商轮船收到上海监管局《行政监管措施决定书》，*ST宝鹰撤销退市及其他风险警示 ＜/span＞＜/span＞＜/a＞＜/div＞＜div class="news-footer"＞＜p＞＜span class="author"＞＜a href="https://a.jiemian.com/index.php?m=user&a=center&id=120486096" target="_blank"＞李科峰＜/a＞ ＜/span＞＜span class="date"＞05/20 08:30＜/span＞＜span class="footer-right"＞＜span class="read-num"＞＜i class="iconfont huo_icon"＞＜/i＞＜em＞16.8w＜/em＞＜/span＞＜/span＞＜/p＞＜/div＞＜/div＞＜!-- vip 非第一条 --＞＜div class="news-view"＞＜div class="news-header news-vip-title"＞＜a href="https://www.jiemian.com/article/14450922.html" target="_blank" class="statistical_link" statistical_id="1446" content_type="article" content_id="14450922"＞＜span class="title"＞＜span class="vip-before-title"＞＜/span＞＜span＞内需复苏力度和下游价格传导顺畅度是决定PPI走势的关键变量｜宏观晚6点＜/span＞＜/span＞＜/a＞＜/div＞＜div class="news-footer"＞＜p＞＜span class="author"＞＜a href="https://a.jiemian.com/index.php?m=user&a=center&id=100033448" target="_blank"＞辛圆＜/a＞ ＜/span＞＜span class="date"＞05/19 18:00＜/span＞＜span class="footer-right"＞＜span class="read-num"＞＜i class="iconfont huo_icon"＞＜/i＞＜em＞19.1w＜/em＞＜/span＞＜/span＞＜/p＞＜/div＞＜/div＞＜/div＞＜/div＞＜/div＞＜!-- 第一旗帜广告位 --＞＜div id="index_right_ad1" class="ad-views"＞＜script type="text/javascript"＞
JM_SLOT_SHOW("19", "#index_right_ad1");
＜/script＞＜/div＞＜!-- 商业资讯 --＞＜div class="commerce-module"＞＜div class="special-news"＞＜div class="news-line-title"＞＜span class="module-title"＞＜i class="iconfont zixun_icon"＞＜/i＞＜span＞商业资讯＜/span＞＜/span＞＜a href="https://www.jiemian.com/lists/419.html" target="_blank"＞＜i class="iconfont index_moer_icon"＞＜/i＞＜/a＞＜/div＞＜div class="news-view"＞＜div class="news-list"＞＜ul＞＜li＞＜a href="https://www.jiemian.com/article/14468315.html" target="_blank" class="statistical_link" statistical_id="924" content_type="article" content_id="14468315"＞＜span class="title"＞共建多元支付，加速创新可及：镁信健康与辉瑞中国达成战略合作＜/span＞＜/a＞＜/li＞＜li＞＜a href="https://www.jiemian.com/article/14464282.html" target="_blank" class="statistical_link" statistical_id="924" content_type="article" content_id="14464282"＞＜span class="title"＞唯品会2026年第一季度净营收增至266亿元，SVIP活跃用户数保持增长＜/span＞＜/a＞＜/li＞＜li＞＜a href="https://www.jiemian.com/article/14460583.html" target="_blank" class="statistical_link" statistical_id="924" content_type="article" content_id="14460583"＞＜span class="title"＞三年相伴 声入人心——百雀羚官宣成为《歌手2026》超级合作伙伴＜/span＞＜/a＞＜/li＞＜li＞＜a href="https://www.jiemian.com/article/14451843.html" target="_blank" class="statistical_link" statistical_id="924" content_type="article" content_id="14451843"＞＜span class="title"＞虎牙积极执行股票回购计划，多元业务增长支撑长期价值＜/span＞＜/a＞＜/li＞＜li＞＜a href="https://www.jiemian.com/article/14449472.html" target="_blank" class="statistical_link" statistical_id="924" content_type="article" content_id="14449472"＞＜span class="title"＞菜鸟上线美国、德国"晚必赔"，跨境包裹超时即赔付＜/span＞＜/a＞＜/li＞＜li＞＜a href="https://www.jiemian.com/article/14447813.html" target="_blank" class="statistical_link" statistical_id="924" content_type="article" content_id="14447813"＞＜span class="title"＞巴西取消50美元以下跨境包裹关税，中国卖家加速布局拉美＜/span＞＜/a＞＜/li＞＜li＞＜a href="https://www.jiemian.com/article/14429727.html" target="_blank" class="statistical_link" statistical_id="924" content_type="article" content_id="14429727"＞＜span class="title"＞vivo Y600 Pro的朴素坚守：做8400万“新蓝领”的“可靠伙伴”＜/span＞＜/a＞＜/li＞＜li＞＜a href="https://www.jiemian.com/article/14430102.html" target="_blank" class="statistical_link" statistical_id="924" content_type="article" content_id="14430102"＞＜span class="title"＞阿里健康2026财报：净利润增长35% ，确立“医药全栈+医学AI”双轮战略＜/span＞＜/a＞＜/li＞＜li＞＜a href="https://www.jiemian.com/article/14429756.html" target="_blank" class="statistical_link" statistical_id="924" content_type="article" content_id="14429756"＞＜span class="title"＞从“小阳春”到“红五月”，地产或进入价值重估？＜/span＞＜/a＞＜/li＞＜li＞＜a href="https://www.jiemian.com/article/14429742.html" target="_blank" class="statistical_link" statistical_id="924" content_type="article" content_id="14429742"＞＜span class="title"＞中国电竞职业发展报告（2025）发布：主业从业者规模破百万，比心等平台助力高质量充分就业＜/span＞＜/a＞＜/li＞＜/ul＞＜/div＞＜/div＞＜/div＞＜/div＞＜!-- 广告位：首页第2旗帜 --＞＜div class="ad-views" id="index_right_ad2"＞＜script type="text/javascript"＞JM_SLOT_SHOW("17","#index_right_ad2");＜/script＞＜/div＞＜!-- 专题 轮播图--＞＜div class="special-news"＞＜div class="news-line-title"＞＜span class="module-title"＞＜i class="iconfont zhuanti_icon"＞＜/i＞＜span＞专题＜/span＞＜/span＞＜a href="https://www.jiemian.com/special/lists/news_1.html" target="_blank"＞＜i class="iconfont index_moer_icon"＞＜/i＞＜/a＞＜/div＞＜div class="news-view"＞＜div class="news-img"＞＜a href="https://www.jiemian.com/special/3136.html" target="_blank" class="statistical_link" statistical_id="484" content_type="special" content_id="3136"＞＜img src="https://img.jiemian.com/101/original/20241127/173267485044101200_a320x160.jpg"＞＜/a＞＜/div＞＜div class="news-header"＞＜a href="https://www.jiemian.com/special/3136.html" target="_blank" class="statistical_link" statistical_id="484" content_type="special" content_id="3136"＞＜span class="title"＞2024界面财经年会＜/span＞＜/a＞＜/div＞＜/div＞＜div class="news-view"＞＜div class="news-img"＞＜a href="https://www.jiemian.com/special/3095.html" target="_blank" class="statistical_link" statistical_id="484" content_type="special" content_id="3095"＞＜img src="https://img.jiemian.com/101/original/20240807/172302167025609400_a320x160.jpg"＞＜/a＞＜/div＞＜div class="news-header"＞＜a href="https://www.jiemian.com/special/3095.html" target="_blank" class="statistical_link" statistical_id="484" content_type="special" content_id="3095"＞＜span class="title"＞2024界面REAL科技大会＜/span＞＜/a＞＜/div＞＜/div＞＜/div＞＜!-- 召集令 --＞＜div class="special-news callup"＞＜div class="news-line-title"＞＜span class="module-title"＞＜i class="iconfont index_huodong_icon"＞＜/i＞＜span＞召集令＜/span＞＜/span＞＜a href="https://www.jiemian.com/callup/lists/1.html" target="_blank"＞＜i class="iconfont index_moer_icon"＞＜/i＞＜/a＞＜/div＞＜div class="news-view"＞＜div class="news-img"＞＜a href="https://a.jiemian.com/index.php?m=callup&a=index&cid=AGQCOQhgB2E=" target="_blank" class="statistical_link" statistical_id="1910" content_type="activity" content_id="2967"＞＜img src="https://img.jiemian.com/101/original/20260508/177823144835923900_a690x260.jpg" alt=""＞＜/a＞＜/div＞＜div class="news-header"＞＜a href="https://a.jiemian.com/index.php?m=callup&a=index&cid=AGQCOQhgB2E=" target="_blank" class="statistical_link" statistical_id="1910" content_type="activity" content_id="2967"＞＜span class="title"＞第20届HED中国峰会·上海重磅启幕＜/span＞＜/a＞＜/div＞＜div class="news-summary"＞＜a href="https://a.jiemian.com/index.php?m=callup&a=index&cid=AGQCOQhgB2E=" target="_blank" class="statistical_link" statistical_id="1910" content_type="activity" content_id="2967"＞＜p＞如果你还在沿用过去两年的投资框架，2026年的市场可能会让你感到陌生。
3月以来，中东局势骤变，全球原油供应端遭遇重磅冲击，国际油价应声暴涨。WTI及布伦特原油均创下历史性涨幅。HALO策略席卷全球，硬资产重回配置C位。
与此同时，AI赛道剧烈分化——算力与数据成为新护城河，而部分缺乏落地场景、业绩支撑乏力的软件与互联网公司，估值持续承压。以往人声鼎沸的科技股板块首次出现如此清晰的冷热两极。
一边是地缘风暴，一边是技术革命。旧逻辑正在失效，新周期已然开启。无论是公募、私募等资管机构，还是银行、保险、家族办公室，都陷入同一核心困惑：新周期，如何捕捉Alpha？
6月17日，第二十届HED中国峰会·上海，试图回答这个问题。
三大核心议题，直击2026年投资核心痛点
01宏观与全球资本：锁定新周期Alpha
当全球资本加速迁徙，当“美股+黄金”的经典组合开始颠簸，如何重新理解资产定价的底层逻辑？东吴证券首席经济学家芦哲将现场拆解2026全球宏观走向，解读全球资本流动趋势与中国资产的配置方向。同时，全球顶尖投行投资负责人将深度剖析新周期下的资产定价逻辑，挖掘全球资本布局中国的核心机遇。
02AI与量化：破解行业发展瓶颈
量化分论坛作为HED峰会的特色板块，历经多届打磨，已成为国内量化机构与机构投资者精准对接的核心阵地。往届嘉宾包括鸣石基金、千朔投资、聚宽投资等头部机构负责人。本届量化分论坛将延续往届高规格配置，邀请国内百亿量化私募创始人、一线基金量化投资负责人、核心AI科技企业技术高管，深度探讨人工智能如何重构资管行业生态，助力量化投资打破规模瓶颈、突破策略局限。
03大类资产与财富管理：硬资产与跨境配置的新解法
随着地缘风险常态化，传统股债组合的避险功能正在减弱，家族办公室与私行机构面临更高挑战：如何在波动中守住底线，同时捕捉结构性机会，而不让“多元化”沦为“风险敞口”？在此背景下，本次峰会特设大类资产与财富管理论坛，邀请头部家办负责人、多家银行私行部总经理、跨境税务专家齐聚一堂，拆解2026年财富管理的攻守之道。
二十届积淀，与顶级投资者同行
作为中国资本市场领域举办周期长、行业影响力广、专业度高的顶级峰会之一，财视中国主办的HED峰会已成为连接宏观研究、全球资本、实体产业与资管机构的核心桥梁，累计邀请近700位全球顶尖发言嘉宾，吸引超4000位资深机构投资人现场参与，全面覆盖银行、保险、券商、公募基金、私募基金、家族办公室及全球头部金融机构。往届嘉宾包括银行理财子董事长、太保资产总经理助理、德意志银行副行长、贝莱德中国首席投资官等上百位行业领袖。
峰会当晚还将举行第二十届介甫荣耀之夜颁奖典礼。“介甫奖”由财视中国于2015年发起设立，旨在激励行业创新、致敬卓越，历经十年发展已成为中国金融资管行业的重要标杆。届时，来自银行、理财子、券商、公私募基金等领域的众多机构将齐聚一堂，共同见证年度荣耀时刻。
6月17日，上海，与行业顶尖大咖共探新周期投资密码！
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