金融界7月29日消息，上证指数低开高走，中证港股通TMT主题指数 (港股通 TMT，931026)报4662.29 点。 据了解，中证港股通TMT主题指数从港股通范围内选取50只TMT主题领域的上市公司证券作为指数样 本，以反映相关行业主题上市公司证券的整体表现。该指数以2014年11月14日为基日，以3000.0点为基 点。 从指数持仓来看，中证港股通TMT主题指数十大权重分别为：腾讯控股（14.6%）、小米集团-W （13.92%）、中国移动（13.46%）、中芯国际（8.79%）、快手-W（7.43%）、长和（4.91%）、联想 集团（3.07%）、中国电信（2.86%）、金蝶国际（2.11%）、舜宇光学科技（2.04%）。 从中证港股通TMT主题指数持仓的市场板块来看，香港证券交易所占比100.00%。 从中证港股通TMT主题指数持仓样本的行业来看，通信服务占比55.41%、信息技术占比44.59%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因 ...

4个月前，因出售港口问题，香港《大公报》连发三篇社论将李嘉诚推上了风口浪尖。 这意味着，港口收购案不再是美国人独占的买卖，至少将变成两边共有的资产。 回顾李嘉诚的商业生涯，他命里似乎与港口犯冲，29年前，他第一次拿下巴拿马港口运营权时，便陷入了巨大的争议——美国媒体说他是别有用心，要在巴 拿马"埋伏"一支军队，卡住美国的脖子。 李嘉诚的回应和今天一样，强调自己只是个商人，低买高卖很正常的一件事，并打比喻说："如果我在香港岛买一套房子，再在九龙买一套房子，是不是就 能控制住整个香港的海底隧道？" 答案显然是否定的。 为了避嫌，李嘉诚甚至不让香港的总公司参与巴拿马港口的经营，所有命令均由一家和记设在伦敦的分公司发出，港口里聘请的工人99.9%是当地人，自己 人则只保留了几个关键性岗位。 在经营港口的28年时间里，李嘉诚累计投资17亿，为港口更新了三次设备，上交了6.5亿美元的税款，将一座破败的小港口建设成了南美洲管理水平最高、 设施最完善的大港，承包了巴拿马运河近一半的货运生意。 花花的美元吸引来了美国最大的资本管理集团——贝莱德。据说，贝莱德的老板拉里·芬克亲自游说了特朗普，让他发出"收回巴拿马运河"的威胁。 ...

礼来(LLY.N)盘前下跌2.6%，此前竞争对手诺和诺德下调了2025年的销售增长和营业利润预期。 ...

Core Viewpoint - The article highlights the business journey and strategic decisions of Li Ka-shing, a prominent figure in various industries, including real estate, ports, energy, and telecommunications, emphasizing his resilience and adaptability in the face of challenges [3][5][60]. Group 1: Business Achievements - Li Ka-shing's business empire spans multiple sectors, with his listed companies once exceeding a market value of over HKD 1 trillion [3]. - He transformed his initial venture, a plastic factory, into a successful enterprise by pivoting to produce plastic flowers, which earned him his first significant profit [18]. - During a downturn in the Hong Kong real estate market, he strategically acquired land at low prices, leading to substantial appreciation in property value [20][22]. Group 2: Strategic Decisions - Li Ka-shing's acquisition of Hutchison Whampoa, a struggling British enterprise, marked a significant turning point, allowing him to integrate various business sectors and turn the company profitable [28]. - His approach to business negotiations emphasizes building trust and maintaining integrity, as demonstrated by his past dealings with competitors [56]. - Recently, in response to public concern over a proposed asset sale to a foreign entity, he opted to invite mainland investors to ensure compliance and protect national interests [50][52]. Group 3: Philanthropy and Social Responsibility - Li Ka-shing has a long history of philanthropy, contributing over HKD 10 billion to education and healthcare in mainland China, including the establishment of Shantou University [58]. - His charitable actions during crises, such as donating HKD 130 million after the Wenchuan earthquake, reflect his commitment to social responsibility [60].

荷兰政府表示，荷兰已宣布以色列财政部长和国家安全部长为不受欢迎的人。 ...

Core Viewpoint - The article discusses the reversal of Li Ka-shing's decision to sell port assets to a U.S. consortium led by BlackRock, now opting to include mainland Chinese investors in the deal, reflecting a shift in the political and economic landscape in China [1][3][20]. Group 1: Transaction Background - Initially, Li Ka-shing's company, CK Hutchison, planned to sell 43 global port assets for $22.8 billion to a consortium led by BlackRock, which raised concerns about national interests due to the strategic nature of these assets [3][5][20]. - The deal faced significant backlash from the public and government officials, who criticized the potential sale to foreign entities, emphasizing the importance of these ports to China's trade [4][20][25]. Group 2: Involvement of Chinese Capital - Following the backlash, it was announced that China’s COSCO Shipping would potentially join the consortium, indicating a shift towards including Chinese capital in the transaction [10][14]. - The restructuring of the deal aims to satisfy regulatory requirements and address the concerns raised by the Chinese government regarding foreign control of critical infrastructure [11][13][18]. Group 3: Strategic Implications - The involvement of COSCO Shipping, a major state-owned enterprise, signifies a strategic move to enhance China's influence in global shipping and logistics, particularly in key locations like the Panama Canal [14][19]. - The article highlights the changing dynamics in China's capital markets, where national security and strategic interests are increasingly prioritized over traditional profit motives [21][22][25]. Group 4: Li Ka-shing's Position - Li Ka-shing's initial approach to the sale was seen as outdated, as he underestimated the political implications of selling strategic assets to foreign investors [20][24]. - The article suggests that this situation serves as a warning to Li Ka-shing and similar business leaders about the evolving landscape of business operations in China, where alignment with national interests is becoming crucial [26][27].

Group 1 - The UK Chancellor of the Exchequer, Reeves, attempted to facilitate a meeting between financial regulators and fintech giant Revolut, but the meeting was canceled after intervention from the Bank of England Governor, Bailey [1] - Reeves aimed to hold a tripartite meeting with Treasury officials, the fintech sector, and the Prudential Regulation Authority (led by Deputy Governor Woods) to expedite Revolut's full banking authorization [1] - Revolut's banking license application was approved last year, but it has not yet received full authorization [1]

Group 1 - The announcement by "CK Hutchison Holdings" indicates an invitation for mainland Chinese investors to participate as "important members" in the restructuring of the consortium led by BlackRock and Mediterranean Shipping Company, aiming to secure regulatory approvals [2][4] - The term "important members" reflects a diplomatic approach, maintaining the original international consortium's framework while opening a pathway for local capital involvement, showcasing a balance between globalization and localization [4] - The move is interpreted as a strategic pivot by Li Ka-shing, the "richest man in Hong Kong," transitioning from selling to American interests to allowing Chinese capital to enter, which is seen as a calculated strategic positioning by the Li family [5] Group 2 - "COSCO Shipping Group" is confirmed to be deeply involved in this capital game, acting both as a new main player in the port asset acquisition alliance and participating in the broader strategic restructuring of CK Hutchison through special funds [7] - The collaboration combines "Belt and Road" shipping network resources from COSCO, international capital market expertise from BlackRock, and professional management from Mediterranean Shipping Company, aligning with Li Ka-shing's philosophy of "business without borders" [7] - CK Hutchison's openness at this time is viewed as a proactive response to the "Belt and Road" initiative and a strategic move to capture the benefits of regional economic integration, rather than a mere concession [9]

Core Viewpoint - The decision by Cheung Kong Holdings to sell its global port assets to Chinese enterprises reflects a strategic shift influenced by national interests and economic power in the global capital market [1][3][9] Group 1: Transaction Background - Initially, Cheung Kong intended to sell the port assets to foreign investment groups like BlackRock, seeking quick profits [3] - The Chinese government's strong stance emphasized that any such transactions must undergo antitrust reviews, highlighting the importance of national interests [3][4] - The control of the Panama Canal, a crucial maritime hub, is not only a commercial issue but also a matter of national security, with the U.S. exerting pressure to limit Chinese influence in the region [3][4] Group 2: Strategic Implications - Partnering with Chinese enterprises like COSCO is seen as a strategic move by Li Ka-shing, ensuring equal shareholder status and decision-making power, which protects both commercial interests and national security [4][6] - The involvement of Chinese capital allows for effective responses to potential threats from the U.S., ensuring the security of China's energy and food transport [4][6] - Li Ka-shing's collaboration with Chinese firms positions him favorably in negotiations, balancing risk management with maintaining good relations with international investors [6][9] Group 3: Broader Economic Context - The transaction illustrates a growing confidence and strength of China in the current international economic environment, with a clear message from the Chinese government to uphold national sovereignty and interests [6][9] - The evolving dynamics of this deal signal a shift towards a more collective and stable economic policy in China, emphasizing the need for foreign enterprises to adapt to these changes to succeed in the Chinese market [9] - The outcome of this port transaction serves as a clear signal that only capital aligned with national strategies will thrive in the globalized economy [9]

7月28日，外交部发言人郭嘉昆主持例行记者会时，回应记者有关长和集团最新公告的提问时表示："我 们关注到有关公告。中国政府将依法进行监管，坚决维护国家主权、安全、发展利益，维护市场公平、 公正。" 在港股市场，长和今早的股价曾一度上升，最高涨至54.6港元。随后升幅迅速收窄并倒跌，最终收报53 港元，微跌约0.8%，全日成交金额约7.7亿港元。 李嘉诚家族旗下的长和集团旗下的巴拿马港口资产出售交易进入关键阶段，原定145天独家磋商期，已 经在7月27日截止。 长和集团旗下码头。（图/长和集团） 南都N视频早前报道，7月28日清晨，长江和记实业有限公司（股票代码0001.HK）在港交所刊发公告 称，该集团与一家财团之间的独家磋商期已届满。尽管该期限已届满，该集团仍在与财团成员进行讨 论，拟邀请来自中国内地的主要策略投资者加入成为财团的重要成员。 南都N视频记者留意到，长和在其公告中表示，为使交易能够获得所有相关监管机构和部门的批准，财 团的成员以及交易架构将需要进行变更。该集团打算预留充分的时间进行相关讨论，以达成新安排。 长和强调，已多次声明，在未获得所有相关监管机构和部门批准前，将不会进行任何交易。 长和集 ...