AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 美元上周创下两个月来最佳单周表现——许多人可能认为，这只是美元长期下跌过程中的短期反弹，尤其是在美国利率即将下调的背景下。但这一"光环 褪色"的货币，其看涨逻辑却出人意料地具有说服力。 过去一周的美元上涨在很大程度上是日本政局变动引发日元大幅贬值的结果。若剔除这一因素，美元的低迷前景并未得到明显改善。 美联储正在降息，而全球多数央行已停止宽松政策。关键在于，特朗普与财政部长贝森特已将"美元走弱"列为经济战略核心——旨在提振美国出口、缩 小贸易逆差、重振美国制造业基础。 再叠加"去美元化"叙事（即全球为应对特朗普颇具争议的政策议程，减少对美元资产的持有），人们或许会疑惑：美元的看涨理由究竟何在？ 渣打银行G10外汇研究主管史蒂文·英格兰德（Steven Englander）及其团队，是少数认为"美元已见底"的分析师。他们预测，欧元兑美元汇率将在年内从 当前的1.16跌至1.12。 他们的核心观点基于三个相互关联的前提：美国生产率增长将保持强劲、美国将维持在全球人工智能领域的领先地位，以及美国实际利率将保持相对高 位。 这一论证颇具说服力。 三大理由 首先 ...

Group 1 - The CEO of Standard Chartered, Bill Winters, emphasizes the importance of the Chinese market and expresses confidence in deepening the bank's engagement in China following his recent visits to various cities and tech companies [2][3] - China's new economy demonstrates strong innovation and rapid development, with the government implementing effective measures to boost market confidence and promote consumption growth, aiming for a GDP growth target of around 5% this year [3][4] - China is transitioning towards high-quality development through innovation-driven models, becoming a global leader in clean technology and a major trading partner for over 150 countries [3][4] Group 2 - Winters highlights significant opportunities in areas such as RMB internationalization, wealth growth, cross-border expansion, and trade cooperation, particularly in the context of China's low-carbon economy transition [3][4] - The rapid advancements in sectors like advanced chips, quantum computing, robotics, and artificial intelligence in China have impressed Winters, showcasing the country's competitive edge in global innovation [5] - Standard Chartered is actively investing in cutting-edge technologies, including AI, and has formed strategic partnerships to enhance cross-border financial services, exemplified by its collaboration with Alibaba [6][7]

Core Viewpoint - Hong Kong is positioning itself as an Islamic finance hub in North Asia, with increasing interest from companies in issuing sukuk bonds to attract Middle Eastern capital into the Greater Bay Area [1][2]. Group 1: Sukuk Bonds and Market Infrastructure - There has been a notable rise in inquiries from companies regarding the issuance of sukuk bonds in Hong Kong, indicating potential future transactions [2]. - Hong Kong possesses a "world-class financial market infrastructure and deep capital markets," making it an ideal conduit for Islamic capital into mainland China [2]. - The city has a legal framework supporting the issuance of sukuk and other sharia-compliant instruments, with the government having issued over US$3 billion in sukuk a decade ago [3]. Group 2: Recent Developments in Islamic Finance - In November 2023, Hong Kong launched Asia's first exchange-traded fund (ETF) tracking the largest companies in Saudi Arabia, alongside an ETF for sukuk government bonds listed earlier in the year [4]. - Last year, two Hong Kong stock ETFs were also listed in Saudi Arabia, showcasing the growing integration of Hong Kong's financial market with Islamic finance [4]. Group 3: Government Initiatives and International Collaboration - The Financial Secretary of Hong Kong plans to lead a delegation to Saudi Arabia, focusing on sectors such as artificial intelligence, biotech, fintech, and green energy, to bolster Islamic finance and cross-border financial products [5]. - Standard Chartered has been actively assisting clients in issuing sukuk globally, including the sukuk issued by the Hong Kong government ten years ago [5].

智通财经APP讯，渣打集团(02888)发布公告，于2025年10月10日，该公司斥资755.1万英镑回购51.65万 股股份，每股回购价格为14.49-14.765英镑。 ...

渣打集团(02888)发布公告，于2025年10月10日，该公司斥资755.1万英镑回购51.65万股股份，每股回购 价格为14.49-14.765英镑。 ...

格隆汇10月13日丨渣打集团(02888.HK)发布公告，2025年10月10日耗资755.10万英镑回购51.65万股，每 股回购价14.49-14.765英镑。 ...

表格類別： 股票 狀態： 新提交 公司名稱： 渣打集團有限公司 呈交日期： 2025年10月13日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 02888 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 事件 | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | 每股發行/出售價 (註4) | | 已發行股份總數 | | | | 已發行股份（不包括庫存股份）數 目 | | 佔有關事件前的現有已發 行股份（不包括庫 ...

格隆汇10月13日｜渣打集团行政总裁温拓思(Bill Winters)近日再次重申对中国市场的重视与信心。温拓 思表示，中国新经济展现的创新活力与快速发展令人振奋，并认为中国政府提振市场信心、促进消费的 措施行之有效，经济韧性十足，今年实现5%左右增长目标"很有底气"。他特别关注中国向高品质发展 转型的路径，从世界工厂升级为150多个国家的主要贸易伙伴、清洁技术领导者，再到创新驱动释放新 质生产力，每一步都蕴含巨大机遇。人民币国际化、居民财富增长、企业跨境拓展，还有双碳目标下的 绿色转型，都是渣打想参与的赛道。 ...

格隆汇10月13日｜渣打集团行政总裁温拓思(Bill Winters)近日再次重申对中国市场的重视与信心。温拓 思表示，中国展现的创新活力与快速发展令人振奋，并认为中国政府提振市场信心、促进消费的措施行 之有效，经济韧性十足，今年实现5%左右增长目标"很有底气"。他特别关注中国向高品质发展转型的 路径，从世界工厂升级为150多个国家的主要贸易伙伴、清洁技术领导者，再到创新驱动释放新质生产 力，每一步都蕴含巨大机遇。人民币国际化、居民财富增长、企业跨境拓展，还有双碳目标下的绿色转 型，都是渣打想参与的赛道。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 全部责任。邮箱：news_center@staff.hexun.com ...

Summary of Key Points Core Viewpoint - The report highlights the short-selling ratios and amounts for various companies, indicating significant market sentiment and potential investment opportunities or risks associated with these stocks [1][2]. Group 1: Short-Selling Ratios - Anta Sports-R (82020) and Great Wall Motors-R (82333) have the highest short-selling ratios at 100.00% [1][2]. - Tencent Holdings-R (80700) follows closely with a short-selling ratio of 95.69% [1][2]. - Other notable companies with high short-selling ratios include JD Group-SWR (89618) at 94.72% and Bank of China Hong Kong-R (82388) at 77.81% [2]. Group 2: Short-Selling Amounts - Alibaba-SW (09988) leads in short-selling amount with 3.213 billion [2]. - Xiaomi Group-W (01810) and Tencent Holdings (00700) follow with short-selling amounts of 1.740 billion and 1.605 billion, respectively [2]. - Other companies in the top short-selling amounts include Pop Mart (09992) at 1.290 billion and Baidu Group-SW (09888) at 1.044 billion [2]. Group 3: Deviation Values - Tencent Holdings-R (80700) has the highest deviation value at 47.78%, indicating a significant difference from its average short-selling ratio over the past 30 days [1][2]. - JD Group-SWR (89618) and China Lilang (01234) also show high deviation values of 45.61% and 44.19%, respectively [1][2]. - Other companies with notable deviation values include Great Wall Motors-R (82333) at 34.51% and SenseTime-WR (80020) at 34.02% [2].