Where are the risks in an
EM snapback?
Where are the risks in an
EM snapback?
Where are the risks in an
EM snapback?
The Belt and Road Initiative:
Globalization, China Style
The Belt and Road Initiative:
Globalization, China Style
Monday, August 31, 2026
09:55 - 10:00
Opening Remarks
开幕致辞
Speaker: Mr. Jumpei Kawamae, President, Nomura International (Hong Kong) Limited
致辞人: 川前順平先生, 野村国际(香港)有限公司社长
10:00 - 10:50
The Global Economic Outlook
全球经济展望
Moderator: Mr. Rob Subbaraman, Head of Global Macro Research, Nomura
主持人: 苏博文先生,野村全球宏观研究主管及全球市场研究部联席主管
Speakers:
Mr. Jeremy Schwartz, Senior US Economist, Nomura (virtual)
Jeremy Schwartz先生, 野村美国高级经济学家 *线上*
Dr. Kyohei Morita, Chief Japan Economist, Nomura
森田京平博士, 野村日本首席经济学家
Ms. Sonal Varma, Chief Economist, India and Asia ex-Japan, Nomura
Sonal Varma女士, 野村亚洲及印度(除日本外)首席经济学家
11:00 - 11:50
China Economic and Equity Market Outlook
中国经济及资本市场展望
Speakers:
Dr. Ting Gao, Head of Research and Chief of Strategy, Nomura Orient International Securities
高挺博士,野村东方国际证券研究部总经理、A股首席策略分析师
Dr. Ting Lu, Chief China Economist, Nomura
陆挺博士,野村中国香港首席经济学家
12:00 - 13:20
Lunch Keynote: World Economy at Crossroads and End of American-led Global Order
午餐主题演讲: 美国主导国际秩序落幕:世界经济何去何从
Speaker: Mr. Richard Koo, Chief Economist, Nomura Research Institute
演讲嘉宾: 辜朝明先生,野村综合研究所首席经济学家
13:30 - 14:20
China Keynote: Strategic Stability" in China-US Relations Amid "Fluctuating Tensions" in AI Rivalry
中国主题演讲: 中美关系”止跌企稳”与AI博弈”此起彼伏”
Moderator: Dr. Ting Lu, Chief China Economist, Nomura
主持人: 陆挺博士,野村中国香港首席经济学家
Speaker: Prof Li Cheng, Professor of Political Science and Founding Director of the Centre on Contemporary China and the World, University of Hong Kong
演讲嘉宾: 李成教授, 香港大学政治与公共学系教授及当代中国与世界研究中心创始主任
14:30 - 15:20
Global FX and Rates
全球汇率和利率展望
Moderator: Ms. Cissy Chen, Macro Sales, Nomura
主持人: 陈纯女士, 野村外汇及利率销售
Speakers:
Ms. Vicky Chen, Asia FX Strategist, Nomura
陈梓漪女士,野村外汇策略师
Ms. Clair Gao, Vice President, Rates Strategist - Asia ex-Japan, Nomura
野村外汇策略师高路延女士,野村利率策略师
Mr. Longtao Tian, Head of Greater China FX & Rates Trading, Nomura
田隆涛先生,野村大中华区外汇及利率交易主管
15:30 - 16:20
China LLM Market and its Commercialization Outlook
中国大语言模型市场及商业化展望
Moderator:
Mr. Jialong Shi, Head of China Internet Research, Nomura
史家龙先生, 野村中国互联网证券研究主管
Speaker: China Internet Expert, AI Infrastructure and Model Training Specialist
16:20 - 17:10
Asia AI Supply Chain
亚洲AI供应链
Moderators:
Mr. Aaron Jeng, Greater China Semiconductor & Technology Research, Nomura
郑明宗先生, 野村大中华区半导体及科技行业分析师
Mr. Donnie Teng, Greater China Semiconductor & Technology Research, Nomura
滕喆安先生, 野村大中华区半导体及科技行业分析师
Speakers: Mr. Leslie Wu, CEO, Dalian Ronghe Enterprise Management Consulting Co., Ltd.
演讲嘉宾: 吴梓豪先生, 蓉和咨询首席执行官
17:10 - 18:00
China AI Supply Chain : LLM & AI Application Trend
中国AI供应链:大模型与AI应用趋势
Moderator: Mr. Bing Duan, Analyst, China Telecom & Technology Research, Nomura
主持人: 段冰先生, 野村中国科技及电讯行业分析师
Speaker: Mr. Li An, Head of the AI Big Model Team, Shenzhen Bixin Electronics Co., Ltd
演讲嘉宾: 李岸先生, 大模型团队主管, 深圳市比心电子有限公司
18:00 - 20:00
Networking Reception
Disclaimer:
This event is being jointly organized by Nomura International Hong Kong Ltd ("NIHK") and Nomura Orient International Securities Co Ltd ("NOI") for their respective clients and/or potential clients for their general information and education. NIHK which is regulated by the Securities and Futures Commission in Hong Kong SAR, and is not licensed to provide financial products and services in the PRC. This event does not constitute an offer or a solicitation of an offer to buy or sell financial products or services to you, nor does it intend to induce or solicit any sensitive information, important data or any other data that should not otherwise be provided by attendees without proper approvals. NIHK and NOI may invite representative of their affiliates or other third-party organizations to join as guest speaker but neither NIHK nor NOI have sought to independently verify the view and information that you may receive from such speaker or the institution he/she represents during the event and make no representations or warranties as to accuracy, completeness or reliability of such view and information. Neither NIHK nor NOI takes any responsibility for that information whatsoever. While this event is jointly hosted by NIHK and NOI, neither NIHK nor NOI is an agent of each other. As the cohosts of this event, NIHK and NOI will send event invitations to you. If you receive the invitation from any person other than the cohosts, please note that such person is not an agent of NIHK or NOI, and neither NIHK nor NOI takes responsibility for the behaviors or actions of such person. Please note that this event may be recorded. Where requested by a relevant listed issuer or to meet regulatory requirements, the recordings of such event, transcripts of the call, and/or other relevant materials may be provided to the local exchange or regulator or to the listed issuer and be published on the listed issuer’s website.
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免责声明
本次活动由野村国际香港有限公司(“NIHK”)和野村东方国际证券有限公司(“NOI”)联合举办,供其各自客户和/或潜在客户获取一般信息和教育。 NIHK 受香港特别行政区证券及期货事务监察委员会监管,未获准在中国内地供金融产品和服务。本活动不构成对您购买或出售金融产品或服务的要约或招揽,亦不旨在收集或征集任何敏感信息、重要数据或诱导参会者提供任何其他需经批准方可提供的数据。NIHK 和 NOI 可能会邀请其附属机构或其他第三方组织的代表作为演讲嘉宾加入,但 NIHK 和 NOI 均未独立核实您在本活动期间可能从该演讲者或其代表的机构收到的观点和信息,对这些观点和信息的准确性、完整性或可靠性不作任何陈述或保证。NIHK 和 NOI 均不对这些信息承担任何责任。若您是从 NIHK 或 NOI 以外的第三方处(“邀请人”)收到的活动邀请函,请注意NIHK、NOI 或该邀请人之间均互不存在任何代理或被代理关系,NIHK 或 NOI 也不对该邀请人的行为承担任何责任或义务。您亦不得在本活动中讨论、或者诱导演讲者等与会者披露敏感信息、重要数据或其他任何未经批准不得对外披露的信息,或以任何方式谈及任何前述信息,否则您应自行承担该等行为可能导致的任何后果,NIHK 和NOI 保留追究相关法律责任的权利。请注意,本活动可能会被记录。如为满足所适用的监管要求或根据相关上市公司请求,该活动的录音、电话记录和/或其他相关材料可提供给当地交易所或监管机构或上市公司,并在上市公司的相关网站上发布。NIHK 和 NOI 将出于与本次活动和未来活动相关的目的处理(包括收集、存储,使用等)您的个人数据(包括您的姓名、工作单位、个人电话号码、电子邮件地址等,具体以您注册活动时提供的个人数据为准),例如活动的一般管理和组织,或邀请您参加您可能感兴趣的未来活动。根据所适用的野村集团隐私政策和/或NOI隐私政策,您的个人数据可能会由NIHK共享给NOI,或由NOI共享给NIHK,或被共享予上述活动的第三方,例如相关上市公司或当地交易所或监管机构;场地提供者和其他参与活动管理的第三方和/或野村集团公司。关于野村集团隐私政策和NOI隐私政策的更多信息,请分别参阅<野村集团隐私政策>、< NOI隐私政策>。在符合法律法规要求的前提下,应上市公司第三方演讲嘉宾的要求,我们可能会与他们共享您的个人数据以供他们记录和/或让他们与您所代表的组织联系以加强投资者关系。 NIHK 和 NOI 不负责也不控制相关上市公司对您个人数据的使用,这将遵循他们自己的隐私政策。如果您不希望您的个人数据以上述方式被分享,您可以选择不注册该活动。通过注册活动,您承认并同意上述条款和野村集团隐私政策及NOI隐私政策。本次活动包含由NIHK 和NOI 联合举办的调研活动,不构成NIHK 和NOI 的任何投资建议、推介或宣传。未经授权,请勿通过任何形式传播非公开信息。投资有风险,入市需谨慎。
