en.Wedoany.com Reported - GSMA, China Galaxy Securities, and Broadband Capital will jointly host the "Connecting Heaven and Earth, Knowing All Things | Mobile AI Capital Forum" during MWC Shanghai 2026, aiming to provide investors with a decision-making reference platform focused on the intelligent connectivity track.
Amid the current AI wave, the market lacks a clear direction for investment. This forum will systematically build an investment framework for the "intelligent connectivity" track, from macro trends and industry chain analysis to secondary market strategies, showcasing the importance and long-term value of network and digital infrastructure in the AI era. It aims to enhance market confidence in the "next-generation intelligent connectivity" track and provide valuation and investment decision-making references for A/H-share and international long-term capital.
The core proposition of the forum is: AI is reshaping the industrial landscape of "Connectivity × Computing Power × Intelligent Agents." Understanding this transformation is a prerequisite for grasping the most important investment opportunities over the next three to five years.
The forum is scheduled for June 25, 2026, from 14:00 to 18:00 at Ballroom 1, Kerry Hotel Pudong, Shanghai. The core audience includes A/H-share buy-side fund managers, sell-side analysts, strategic investors, QFII, and international long-term capital. The agenda covers topics from exchange policy directions and national fund perspectives to industry chain analysis and secondary market strategy, aiming to bridge the complete "policy-industry-capital" chain.
The forum agenda includes speeches and keynote addresses from representatives of multiple institutions. Wang Sheng, Chairman of China Galaxy Securities, will deliver a speech titled "Capital Markets Empowering New Quality Productive Forces, Unearthing Opportunities in Intelligent Connectivity and TMT Long-Term Cycles." Hakan Dursun, Chief Strategy Officer of GSMA, will elaborate on "New Paradigms of Intelligent Connectivity in the Mobile AI Era." Broadband Capital will share the "Investment Landscape of 'Connectivity + Computing Power + Intelligent Agents' in the AI Wave." AsiaInfo Technologies will discuss "From Terrestrial Connectivity to Space-Ground Intelligence: The Value Leap of Intelligent Connectivity in the AI Era."
The keynote session will cover topics such as next-generation operator evolution, enterprise networks to enterprise intelligence, the ubiquitous economy from phones to cars, and next-generation optical communications. Zhao Liangbi, Chief Analyst of the Communications Industry at China Galaxy Securities Research Institute, will present a joint TMT strategy analysis by China Galaxy Securities. The roundtable forum, themed "Intelligent Symbiosis, Capital Empowerment: Analysis of Investment Opportunities in the Intelligent Connectivity Track," will be moderated by Wu Yanjing, Chief Computer Analyst at China Galaxy Securities Research Institute, with guests including representatives from Broadband Capital, China Mobile Capital, Alibaba Investment, and leading AI+Mobile entrepreneurs. Additionally, a fireside chat on "Real Needs, Bottlenecks, and Opportunities for Next-Generation Intelligent Connectivity" will be held, moderated by institutions such as McKinsey or Boston Consulting Group, with guests from operators, cloud/AI platform companies, and smart terminal manufacturers.
This forum constructs an investment framework from the three dimensions of industry, capital, and commercialization, aiming to help investment institutions identify key tracks with long-term competitiveness, analyze the valuation anchors and capital allocation logic of intelligent connectivity assets, and assess the pace of technological evolution and the monetization capabilities of business models.
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