虎豹之驹未成文，而有食牛之气。作为一位在医药持续低迷之际开始投资生涯的基金经理，张韡却给人 一种安心的反差感。 如何定义基金经理的"优秀"，向来并不容易。投资者往往更多纠结于业绩曲线，获得同事或者同行的好 评却更为不易。而张韡正好是那种"别人家的孩子"，研究员阶段便备受好评。管理基金以来，不仅过去 几年业绩同类排名靠前，内外部评价都很高。 银河证券数据显示，过去三年，张韡管理的汇添富健康生活一年持有期在同类基金中排名前4%，汇添 富达欣排名6%；过去一年，汇添富香港优势精选排名前20%。(注：数据来自中国银河证券基金研究中 心，过去三年指2022/4/1--2025/3/31，汇添富健康生活一年持有期在医药医疗健康行业偏股型基金(A类) 中排名2/64，汇添富达欣在灵活配置型基金(基准股票比例30%-60%)(A类)中排名23/420；过去一年指 2024/4/1--2025/3/31，汇添富香港优势精选在QDII混合基金(A类)中排名9/55) "勤奋、专注、前瞻"是张韡的标签。而最让路人甲好奇的是，"前瞻"究竟是怎么炼成的？ 真相的价值 张韡身上有诸多buff，譬如学霸、全球基因编辑技术鼻祖的再传弟子等。 ...

Core Insights - The real estate market in China is showing signs of stabilization and recovery, driven by government policies aimed at supporting the sector [2][8] - Zhuhai Huafa Industrial Co., Ltd. (Huafa) has achieved robust growth in 2024, attributed to its precise investment strategies and diversified business layout [1][8] Policy Impact - The 2025 government work report emphasizes the need to stabilize the real estate market, with various supportive measures being implemented across different regions [2] - Measures include lifting purchase restrictions, lowering mortgage rates, and tax exemptions, which have stimulated housing demand [2] Market Performance - In the first two months of 2025, new residential sales in China reached 10,746 million square meters, with sales amounting to 1,025.9 billion yuan, showing a narrowing decline compared to 2024 [2] - Major cities like Shenzhen and Shanghai have seen significant increases in new housing transactions, with Shenzhen's new residential sales up over 80% year-on-year [2] Land Market Dynamics - The land market is experiencing heightened competition, with an average premium rate of 11.4% for land sales across 300 cities in Q1, the highest since H2 2021 [3] - Huafa's sales growth of 44.8% positions it among the top 10 real estate companies, reflecting its strong presence in high-potential cities [3] Strategic Focus - Huafa is concentrating on core first- and second-tier cities for land acquisition, successfully securing six quality projects in major cities like Shanghai and Guangzhou in 2024 [4] - The company has a substantial land reserve, with 3.7683 million square meters of planned area and 0.8363 million square meters under construction, ensuring future growth [4] Business Diversification - Huafa is expanding into new business areas, including a light-asset construction model, which allows for rapid growth without significant capital expenditure [5] - The company is actively developing commercial projects, enhancing its market presence and profitability through strategic planning and execution [6] Property Services Expansion - Huafa's property management services are expanding, achieving recognition as one of China's top property service companies and enhancing its brand reputation [7] - The company is integrating its operations across the real estate value chain, improving efficiency and competitiveness through collaboration among its various business segments [7] Future Outlook - Huafa aims to maintain a steady operational strategy and diversified business model, focusing on enhancing its core competitiveness and brand influence in the recovering real estate market [8]

近日，一则来自葡萄牙政府高层的言论在移民圈炸开了锅——"葡萄牙的入籍年限太短，远低于欧盟平 均水平，应当重新考虑并进行修订。" 这番话出自葡萄牙总统府部长安东尼奥·雷唐·阿马罗(AntónioLeitãoAmaro)在本月记者会上的公开表态。 他不仅提出要重新评估现行的"5年入籍"政策，还暗示可能收紧入籍时的居留证明、居住时间等认定标 准。 外联出国透露，作为葡萄牙入籍的"黄金敲门砖"，葡萄牙黄金签证项目立刻成为焦点。许多投资人不禁 担忧： "黄金签证还能申请吗？我是不是赶不上末班车了？" 部长为何突然发声？ 这一表态的时机耐人寻味——5月18日，葡萄牙将迎来大选，而"移民"和"国籍"议题正是中右翼选民关 注的核心。部长所属的PSD(中右派AD联盟)正试图通过收紧移民政策来争取选民支持。 【外联出国：官方"放话"——葡萄牙或收紧入籍政策！黄金签证申请者慌了···】 【外联出国：官方"放话"——葡萄牙或收紧入籍政策！黄金签证申请者慌了···】 虽然部长措辞严厉，但目前尚未有任何正式的法律草案或立法进程启动。 【外联出国：官方"放话"——葡萄牙或收紧入籍政策！黄金签证申请者慌了···】 律师解读：政治表态多于实质 ...

Core Viewpoint - The AI EXPO TOKYO showcased the advancements in artificial intelligence technology, with HuiBoYunTong gaining significant attention for its innovative solutions and global service capabilities [1][3][20]. Company Highlights - HuiBoYunTong participated in the AI EXPO TOKYO, demonstrating its expertise in software and information technology services, particularly in AI applications [5][20]. - The company presented a wide range of professional solutions in AI, fintech, big data, IoT, and cloud computing, emphasizing its ability to serve Fortune 500 companies across various industries [7][12]. - HuiBoYunTong's advanced AI application solutions were highlighted, including enterprise-level AI assistants and customized knowledge assistants, aimed at enhancing productivity and efficiency for businesses [14][17]. Industry Insights - The AI EXPO TOKYO serves as a significant platform for AI-related research, applications, and services, facilitating international collaboration and showcasing China's technological strengths [3][18]. - The rapid development of AI technology is transforming production methods and business models across various sectors, with HuiBoYunTong at the forefront of providing end-to-end intelligent solutions [12][14]. - The event underscored the growing penetration of AI technology in Japan, with HuiBoYunTong's solutions offering new perspectives for AI application in the region [17][18]. Global Expansion - HuiBoYunTong established a subsidiary in Japan to enhance its global service capabilities and explore new business opportunities in AI and big data [18][20]. - The company's international service delivery network has expanded to multiple countries, strengthening its competitive position in the global market [18][20]. - HuiBoYunTong has built long-term partnerships with renowned international companies, leveraging its expertise to support digital transformation and international development [18][20].

4月15日，"中国第一展"第137届春季广交会以"创新驱动、绿色发展、开放合作"为主题，在广交会展馆 启幕。卡儿酷再次如约而至，与全球客商共同奔赴这场春天之约。 卡儿酷作为全球领先的电池应用解决方案商，携最新款充气启动一体机、12V/24V应急启动电源产品等 亮相本届广交会，一方面全面展现卡儿酷在电池应用领域的强大实力，另一方面为全球客户提供一站式 的定制化解决方案。 因其出色的产品性能被选入第137届广交会"连线推新"先进制造专场，并在4月16日下午亮相广交会新品 发布会活动直播间。 而另一款带有鼓风机功能的充气启动一体机，一亮相便吸引了众多目光。 新品亮相 提供多场景解决方案 本次展出新品12V/24V应急启动电源，具有超大容量，-40℃低温启动，最高8000A峰值电流，秒启所有 重卡。十大智能保护，车规级60C高倍率电芯，更安全。 l LEO THING B CARKU卡儿酷 le @ EnjoyOriving Enjoy Carks . A 此外，卡儿酷的销售人员也参加了广交会举办的土耳其专场线下洽谈活动，给土耳其的客商展示着公司 的最新产品。双方交谈融洽，土耳其客商对卡儿酷的产品表现出浓厚的兴趣，并 ...

随着交通安全知识的普及和消费者安全意识的增强，越来越多的家长认识到儿童安全座椅的重要性，对 儿童安全座椅的需求量日益增长。中国汽车保有量持续增长，也为儿童安全座椅行业带来了前所未有的 发展机遇。据相关数据统计，2024 年，我国儿童安全座椅零售总额达到了 54.7 亿元，较上一年增长了 13.2%。 好孩子集团作为全球儿童用品行业领导者，市场表现亮眼。据近期发布的好孩子国际2024年年报显示， 期内收益由2023年的7,927.3百万港元增长10.6%至8,765.9百万港元；毛利由3,967.7百万港元增至4,507.9 百万港元，毛利率上升1.3个百分点至51.4%。儿童安全座椅业务作为好孩子集团的重要业务板块，为市 场业绩增长提供了坚实支撑，这得益于其一直以来对品质的追求，对创新的坚持，以及市场开拓的成 功。 品质：以严苛标准重塑行业安全标杆 对消费者来说，对儿童安全座椅的品质有着极致的要求，因为孩子的生命安全，没有"差不多"可言！在 儿童安全座椅行业，碰撞测试不仅是产品准入的门槛，更是衡量企业品质实力的试金石。在市场上，多 数企业仅满足于国标50km/h的测试标准，这种"合规即安全"的思维导致产品同质 ...

随着五一假期临近，跨城自驾出行热度攀升。面对假期集中出行可能带来的高铁票紧张等问题，租车行 业正通过服务创新优化出行体验。记者近日从神州租车获悉，其全新升级的"跨城出行"服务网络已覆盖 京津冀、长三角、珠三角、川渝、长江中游等热门城市群，并向西南、西北等深度游目的地延伸，通 过"灵活租还+车型适配"的出行方案，让用户开启租车跨城"随心还"模式。 作为春节后首个长假，五一假期期间探亲、周边游、长途旅行需求"扎堆"爆发。根据铁路部门提示，跨 城出行需求在假期首尾两日最为集中，重点城市群高铁票务呈现"开售即候补"现象。以北京为例，五一 假期首日火车票开售后，热门车次"秒光"，不少车次后都标记了"售罄"字样，传统交通运力明显吃紧。 对此，神州租车依托全国直营服务网络和庞大的车队规模，在京津冀、长三角、珠三角、川渝、长江中 游、关中平原等五一热门出行区域，以及西南、西北等深度游目的地，打通了全国340多座城市城内核 心区与周边旅游城市以及自驾路线的"跨城出行"服务网络。用户在出发城市租车后，可直接在目的地城 市归还车辆，提升五一出行体验，开启"一车多城"的深度出游。 更深层次来看，跨城租车带来的私密出行、自由掌控的优势 ...

Core Insights - Luckin Coffee, a leading Chinese coffee chain, is gaining popularity due to its high-quality, convenient, and cost-effective products and services, enhanced by the launch of the HarmonyOS version of its app [1] Group 1: App Development and Features - Luckin Coffee officially joined the HarmonyOS ecosystem in January 2024, becoming one of the first companies in the food and beverage industry to develop core functionalities for the HarmonyOS application [2] - The HarmonyOS version of the Luckin Coffee app supports the entire consumer process from app launch, login, ordering, to pickup/delivery, and integrates payment options like Alipay and WeChat Pay for user convenience [2] Group 2: Innovative Functionalities - The app includes several innovative features such as Huawei account one-click login, smart filling for delivery information, and a scan-to-direct feature that allows users to access the app's homepage directly from the lock screen [3] - These features aim to streamline the ordering process and enhance user experience by reducing manual input and providing quick access to promotions [3] Group 3: Multi-Device Compatibility - The HarmonyOS version of the Luckin Coffee app is designed for multi-device deployment, ensuring a consistent and smooth experience across different devices, including foldable phones and tablets [4] - Future updates will introduce meta-services to offer users a variety of product forms [4]

Core Insights - The "2025 China Robotics Industry Conference and Jinshuo Stone Award Ceremony" was held in Shenzhen, where Huayan Robotics (formerly Dazhu Robotics) received multiple awards, including being named one of the top 100 leading enterprises in the robotics industry [1] - Huayan Robotics is focusing on global expansion and collaboration with partners, educational institutions, and research organizations to enhance the development and application of collaborative robotics [1][3] Group 1: Global Expansion Strategy - To accelerate its international presence, Huayan Robotics has strengthened product certifications, obtaining multiple international safety certifications, including CE-MD, CE-MDR, CE-EMC, and North American certifications [3] - The company has established a network of over 1,000 global partners across various application fields of collaborative robots, such as welding, palletizing, spraying, and inspection [3] - Huayan Robotics aims to set benchmarks in key industries, having secured world-class clients in sectors like CNC machining and automotive manufacturing [3][4] Group 2: Technological Advancements - The company has developed core components in-house, including high-performance motors and servo drives, allowing for better quality and cost control [4] - Huayan Robotics has overcome algorithmic challenges, launching advanced algorithms that enhance performance by over 35% in applications like CNC loading and unloading [4][6] Group 3: Market Presence and Future Outlook - Huayan Robotics has served over 100 countries and regions, effectively covering more than 40 industry scenarios and 60 process scenarios [6] - The company is positioned as a benchmark for "Chinese intelligent manufacturing" on the global stage, with plans to embrace AI and robotics integration to drive future growth [6]

Group 1 - Recent fluctuations in gold prices have been influenced by escalating trade tensions, leading to initial sell-offs and a drop below $3000, followed by a rapid recovery and new highs above $3300 after a temporary suspension of tariffs by Trump [1] - The U.S. consumer confidence index has declined for four consecutive months, contributing to a 3% drop in the dollar index, the lowest since April 2022, which has shifted investor interest towards gold as a safe-haven asset [2] - The Federal Reserve faces challenges due to rising import prices from tariffs, which could lead to persistent inflation, complicating their monetary policy decisions [5] Group 2 - The ongoing trade war and the weakening dollar are providing strong support for gold prices, with expectations for further upward movement as market conditions evolve [5] - Upcoming economic data releases, including consumer confidence and inflation metrics, will be critical for the Federal Reserve's policy direction [6]