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].

Core Insights - The CEO of Standard Chartered, Bill Winters, expressed strong confidence in the Chinese market after his recent visit, highlighting the impressive innovation and rapid development of China's new economy [1][2]. Group 1: Economic Growth and Opportunities - China's new economy demonstrates significant innovation and rapid growth, attracting global attention due to its high-level opening-up policies [3]. - The Chinese government is implementing effective measures to boost market confidence and promote consumption growth, with an expected GDP growth of around 5% for the year [3]. - 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: Financial Services and Market Participation - Standard Chartered is actively participating in the internationalization of the Renminbi and the opening of China's capital markets, positioning itself as a leading player in cross-border payment markets [4]. - The bank is involved in various cross-border connectivity mechanisms, such as Bond Connect and Stock Connect, which facilitate international investment and cooperation [4]. Group 3: Innovation in New Economy Sectors - Winters was particularly impressed by China's advancements in sectors like advanced chips, quantum computing, robotics, and artificial intelligence, noting that Chinese companies have established a global competitive edge in AI applications [5]. - The electric vehicle, battery technology, and clean energy sectors are areas where China maintains a leading position globally, contributing to healthier competition and better products for consumers [5]. Group 4: Regional Trade Dynamics - The ASEAN region has surpassed Europe to become China's largest trading partner, indicating a rapid expansion of intra-Asian trade relationships [6]. - Standard Chartered aims to leverage its global network to facilitate trade, capital, and wealth flows amid ongoing global uncertainties [6]. Group 5: Technological Investments - Standard Chartered is investing heavily in cutting-edge technologies, including artificial intelligence, to enhance cross-border financial services [7]. - The bank has signed a strategic cooperation memorandum with Alibaba Group to integrate AI technology into financial services, showcasing its commitment to innovation [7][8].

Core Viewpoint - The CEO of Standard Chartered, Bill Winters, emphasizes the strong innovation and rapid development of China's new economy, reinforcing the bank's commitment to deepening its presence in the Chinese market [2][4]. Group 1: China's Economic Resilience and Opportunities - China's economy is expected to achieve a growth target of around 5% this year, showcasing strong resilience [4]. - The Chinese government is implementing effective measures to boost market confidence and promote consumption growth [4]. - The transition towards high-quality development is supported by innovation-driven models, releasing new productive forces [4]. Group 2: China's Global Trade Position - China is not only the world's second-largest economy but also a major trading partner for over 150 countries, leading in clean technology [4]. - The ongoing high-level opening-up policies in China present significant opportunities in areas such as RMB internationalization and cross-border trade [4][5]. Group 3: Innovation in New Economic Sectors - Bill Winters is impressed by China's advancements in sectors like advanced chips, quantum computing, robotics, and artificial intelligence, establishing a global competitive edge [6]. - The electric vehicle and clean energy sectors are highlighted as areas where China maintains a leading position globally [6]. Group 4: Strategic Partnerships and Technological Investment - Standard Chartered is actively participating in RMB internationalization and the opening of China's capital markets, positioning itself as a leading player in cross-border payment markets [5]. - The bank is investing heavily in cutting-edge technologies, including AI, and has formed strategic partnerships, such as with Alibaba, to enhance financial services [8][9]. Group 5: Trade Dynamics in Asia - ASEAN has surpassed Europe to become China's largest trading partner, indicating a rapid expansion of intra-Asian trade [7]. - Standard Chartered aims to leverage its global network as a "super connector" to facilitate trade, capital, and wealth flow amid global uncertainties [7][8].

Core Insights - The CEO of Standard Chartered, Bill Winters, expressed strong confidence in the Chinese market after his recent visit, highlighting the innovative vitality and rapid development of China's new economy [1][3] - Winters emphasized the significant opportunities arising from China's high-level opening-up policies and the transition to a high-quality development model [3][4] Group 1: Economic Outlook - Winters noted that the Chinese government is implementing effective measures to boost market confidence and promote consumption growth, projecting a GDP growth target of around 5% for the year [1][3] - The transition towards a low-carbon economy and the achievement of dual carbon goals present vast development opportunities [3] Group 2: Innovation and Technology - Winters was particularly impressed by China's advancements in sectors such as advanced chips, quantum computing, robotics, and artificial intelligence, indicating that Chinese companies have established a global competitive edge in AI applications [4] - The ongoing innovation in electric vehicles, battery technology, and clean energy positions China as a global leader in these new economic fields [4] Group 3: Trade and Investment - Standard Chartered is actively participating in the internationalization of the Renminbi and the opening of China's capital markets, positioning itself as a leading player in cross-border payment markets [3][5] - The bank is leveraging its global network to facilitate trade, capital, and wealth flows, emphasizing the importance of connectivity in an uncertain global environment [5][6] Group 4: Strategic Partnerships - Standard Chartered is investing in cutting-edge technologies, including artificial intelligence, and has formed strategic partnerships, such as the recent collaboration with Alibaba Group to enhance financial services through AI [6][7] - The bank has opened its third priority private banking center in China, indicating its commitment to expanding its presence in the region [7]

Core Insights - The CEO of Standard Chartered, Bill Winters, expressed strong confidence in the Chinese market after his recent visit, highlighting the innovative vitality and rapid development of China's new economy [1][2] - Winters noted that China's government is implementing effective measures to boost market confidence and promote consumption growth, with an expected GDP growth target of around 5% for the year [2] - The bank is actively participating in the internationalization of the Renminbi and the opening of China's capital markets, positioning itself as a leading player in cross-border payment markets [3] Group 1: China's Economic Development - China's new economy demonstrates strong innovation and is transitioning towards high-quality development through an innovation-driven model [2] - The country is recognized as the "world's factory" and is a major trading partner for over 150 countries, leading in clean technology and other sectors [2] - The ongoing transformation towards a low-carbon economy and achieving dual carbon goals presents vast development opportunities [2] Group 2: Innovation and Technology - Winters was particularly impressed by China's advancements in fields such as advanced chips, quantum computing, robotics, and artificial intelligence, noting that Chinese companies have established a global competitive advantage in AI applications [4] - The electric vehicle, battery technology, and clean energy sectors are areas where China maintains a leading position globally [4] - The vibrant development opportunities within China's private economy are encouraging, with Standard Chartered committed to supporting the growth of Chinese enterprises [4] Group 3: Trade and Investment Dynamics - The bank anticipates that global market uncertainties will continue to impact trade and investment, while intra-regional trade within Asia, the Middle East, and Africa is expanding rapidly [5][6] - ASEAN has surpassed Europe to become China's largest trading partner, indicating a significant shift in trade dynamics [6] - Standard Chartered emphasizes the importance of connectivity in promoting trade, capital, and wealth flow, leveraging its global network to navigate uncertainties [6] Group 4: Strategic Initiatives - Standard Chartered is investing heavily in cutting-edge technologies, including artificial intelligence, and collaborating with leading tech partners to enhance cross-border financial services [6][7] - The bank opened its third priority private banking center in China and plans to launch another in the Greater Bay Area by the end of the year [7]

10 月 11 日，就在比特币从 117200 美元新高急跌 3.21%、17 万人爆仓 46 亿的恐慌时刻，两大国际投行突然发声力挺。 渣打银行当天上调目标价，将短期预期从 12 万美元升至 13.5 万美元，并重申 "年底必冲 20 万美元"；花旗银行更直接 "盖章"，比特币与黄金相关性已飙升 至 0.7，"数字黄金" 地位稳了，抗通胀属性将驱动价格再创新高。 一边是散户爆仓的哀嚎，一边是投行坚定的看涨宣言，币圈这波 "冰火两重天"，到底藏着什么玄机？ 渣打：机构资金进场，4000 亿就能掀翻行情 他测算，若全球养老金仅将 1%（约 4000 亿美元）配置到比特币，就能直接将价格推升至 20 万美元关口。 更关键的是，比特币 ETF 正持续吸金。10 月以来，美国现货 ETF 单日净流入多次突破 10 亿美元，叠加 MicroStrategy 等上市公司的 "扫货式" 增持，机构资 金已成为行情核心推手，这也是渣打敢喊出新高目标的核心依据。 花旗银行则从资产属性角度给出答案，通过对比近半年数据发现，比特币与黄金的价格相关性已从 0.3 升至 0.7，意味着两者 "同涨同跌" 的联动性显著增 强。"这标志着 ...

Group 1 - Zong Fuli has resigned from her positions as Chairman and General Manager of Wahaha Group, effective September 12, due to trademark compliance issues and plans to focus on her own brand "Wah Xiaozong" [3] - Core member Yan Xuefeng of Wahaha Group, previously under investigation, has returned to work after being cleared of allegations [3] - ByteDance founder Zhang Yiming made a public appearance for the first time in years, launching the Shanghai Xuhui Zhichun Innovation Center aimed at nurturing talent in computer science and AI [3] Group 2 - Qualcomm is under investigation by China's market regulator for allegedly failing to report its acquisition of Autotalks, potentially violating antitrust laws [5] - Xibei's founder responded to the logo change at a specific location, stating it is a small-scale trial and will not be implemented nationwide [5] Group 3 - ByteDance announced a new employee support policy providing up to 7.2 million yuan in transitional subsidies for employees laid off due to organizational adjustments [7] - DJI's recent price cuts on multiple products have led to controversy, with some stores in Shenzhen offering price difference refunds for purchases made during a specific period [7] - AI company Zhipu has denied rumors of layoffs before its IPO, stating it has nearly 50 job openings available [7] Group 4 - The ongoing trademark dispute between Jia Duo Bao and Wang Laoji has escalated, with both parties claiming ownership of the overseas Wang Laoji trademark [7] - Ding Tai Fung announced the closure of its WeChat store and has already shut down over ten physical locations due to brand operational adjustments [7] Group 5 - Former CBO of Zeekr, Guan Haitao, confirmed his departure from the company for personal reasons [10] - Pop Mart's Halloween series blind boxes sold out quickly, with one hidden variant seeing a price increase of over 13 times its original price [10] Group 6 - Zheng Qinwen has been named the first global brand ambassador for Bawang Tea [11] - TIME magazine's annual list of 300 best inventions includes products from companies like Huawei, BYD, and Apple [11] Group 7 - Great Wall Motors is adjusting its direct sales channels, with the Tank brand being phased out in favor of the Wey brand [16] - Meituan's community supermarket "Happy Monkey" is set to open its first northern store in Yanjiao, Hebei, on October 17 [16] Group 8 - Standard Chartered China has completed its first domestic RMB aircraft financing loan of 1 billion yuan for China Eastern Airlines [19] - Blue Sky Aviation has secured several million yuan in angel financing to develop its eVTOL products [20] Group 9 - Leapmotor has released teaser images for its luxury flagship SUV D19, set to debut on October 16 [21] - IDC reported that Lenovo holds a 25.5% market share in the global PC market, leading with 19.4 million units shipped [23]

Core Insights - A consortium of major banks, including Goldman Sachs, Citigroup, UBS, Deutsche Bank, and Bank of America, is exploring blockchain-based assets pegged to G7 currencies, marking a significant collaborative effort in the banking sector [1][2] Group 1: Blockchain and Stablecoin Initiatives - The initiative aims to develop tokenized settlement systems backed by major currencies like the U.S. dollar and euro, targeting regulated financial institutions [2] - Citigroup has made a strategic investment in BVNK, a stablecoin infrastructure company, highlighting Wall Street's confidence in stablecoins as part of global payment modernization [4][5] - The global stablecoin market has reached a record capitalization of $314 billion, with significant transaction volumes indicating robust growth [6] Group 2: Market Dynamics and Predictions - Analysts at JPMorgan estimate that dollar-backed stablecoins could create an additional $1.4 trillion demand for U.S. dollars by 2027, suggesting a strengthening of the dollar's role in global finance [7] - Standard Chartered warns that emerging market banks could lose up to $1 trillion in deposits as savers shift towards digital dollar alternatives, driven by inflation and currency instability [8] Group 3: Regulatory Environment - The GENIUS Act has clarified regulatory frameworks, allowing U.S. banks to issue and hold blockchain-backed currencies, which is seen as a turning point for Wall Street's digital strategy [3][10] - The act prohibits yield-bearing stablecoins but is expected to accelerate adoption in developing regions as users seek stability from local monetary volatility [9] Group 4: Future Implications - The entry of major banks into the stablecoin market signals a potential challenge to fintech firms and aims to ensure compliance within a regulated framework [11] - Stablecoins are evolving from utility tokens to foundational elements of a new financial order, with the potential to rival traditional payment systems like SWIFT and Visa [12] - If stablecoins capture a portion of the $100 trillion payments market, it could significantly reshape global finance [13]

格隆汇10月10日丨渣打集团(02888.HK)发布公告，2025年10月9日耗资744.65万英镑回购50.48万股，每 股回购价14.595-15.135英镑。 ...