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“全球投资者对中国的兴趣正迎来新一轮升温!”高盛董事长回应中证报提问:看好中国市场持续发展开放机遇
Zhong Guo Zheng Quan Bao· 2026-01-29 13:03
"这次到访中国,我再次感受到,全球投资者对中国的兴趣正迎来新一轮升温。与客户交流规划,同本 地投资者对话,并深入倾听学习,能让我在后续全球走访中,与国际投资者交流对中国经济状况的想 法。"高盛集团董事长兼首席执行官苏德巍(David Solomon)表示。 在回答中国证券报记者关于"高盛投资中国计划"的提问时,苏德巍表示,近期以港股市场尤为凸显, IPO发行节奏显著加快,企业财务顾问需求同步回暖。中国本土企业活力提升,叠加人工智能等领域的 技术创新,推动了一批创新科技企业快速成长,这为高盛在华投行业务带来更多机遇。通过高盛工银理 财,高盛也积极参与国内理财市场机遇。长期而言,高盛期待中国市场的持续开放,并将长期深耕中 国,稳步推进业务扩张。 看好中国各项业务长期发展 "高盛在华业务以各类投资银行业务更为突出。近期IPO发行加速,尤其是港股市场,以及市场对财务 顾问业务需求回暖,正为我们的相关业务创造新一轮增长机遇。"苏德巍对中国证券报记者表示。 他进一步表示,当前中国经济持续释放发展活力,本土企业尤其人工智能、数字经济等前沿领域的创新 科技公司迅速成长,优质市场主体不断涌现。这也为高盛进一步拓展在华投行业务提 ...
高盛CEO苏德巍:外资回流中国趋势延续,期待中国市场进一步开放
Di Yi Cai Jing· 2026-01-29 12:43
全球投资者对中国市场的关注再度升温。 去年11月初,苏德巍来到北京时表示中国市场的活力在稳步提升。时隔两个多月又一次来华,他再次感受到了这样的活力,并表示全球投资者对中国市场的 关注再度提升。 "我在中国的所见所闻,让我在走访全球多地与国际投资者交流时,能够与他们分享中国经济的现状和进展,以及对中国正持续推进的技术革新的看法。"他 说,全球投资者希望看到中国经济更加开放、平衡,这将是吸引更多资本参与境内市场的关键。 中国资本市场的回暖也为外资机构带来了更多业务机遇。苏德巍称,2022年至2023年,股票融资活动相对低迷,随着IPO发行的逐渐回暖,尤其是港股IPO 的火热,以及市场对财务顾问业务需求的提升,都为高盛的投资银行业务带来了新的机遇。 他还观察到,过去一年多来,中国市场的国际资本流入量有所增加,预计这种趋势在2026年将得以延续。 美元中期走势将趋于稳定 步入2026年,全球金融市场继续机遇与挑战并存。一方面,贵金属市场狂热,黄金与白银携手突破历史新高,人工智能驱动的投资热潮也在加剧;另一方 面,美元近期持续走弱,美国债务规模及其长期偿还能力引发市场担忧。在复杂多变的外部环境中,中国经济如何承压前行? ...
高盛申请经验地提供具有减少噪音的数据隐私专利,统计查询可被视为经验地(ε,δ)-私人
Jin Rong Jie· 2026-01-29 12:20
国家知识产权局信息显示,高盛公司有限责任公司申请一项名为"经验地提供具有减少噪音的数据隐 私"的专利,公开号CN121412285A,申请日期为2020年8月。 作者:情报员 专利摘要显示,本申请的实施例涉及经验地提供具有减少噪音的数据隐私。提供差分隐私的经验方法包 括在具有和不具有任何特定实体的数据的情况下向一组数据库应用通用统计查询,以产生样本值。概率 密度是通过对样本值进行排序以生成经验累积分布函数而被经验估计。累积分布函数大约在样本点的数 目的平方根上被差分化,以获得经验密度函数。如果在具有和不具有任何特定个体的情况下的经验密度 相差不超过因子exp(ε),则统计查询可以被视为经验地(ε,δ)-私人,但密度超过界限不大于总数δ的集合 除外。 声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 本文源自:市场资讯 ...
高盛董事长苏德巍答上证报:消费是中国经济长期增长的核心驱动力
Xin Lang Cai Jing· 2026-01-29 12:12
Core Viewpoint - The core growth opportunity for the Chinese economy in the long term lies in consumption, driven by the large population base and increasing household wealth [2][4][10] Group 1: Consumption as a Growth Driver - Consumption is expected to become the main driver of economic growth, with a shift from traditional manufacturing and exports to consumption and services over the next decade [4][10] - Despite the resilience of exports, their proportion in the economic structure needs further balancing [3][9] Group 2: Global Investor Interest - The activity level in the Chinese market has rebounded and is accelerating, leading to renewed interest from global investors [5][11] - The proportion of foreign investment in China has slightly increased, with potential to rise above 10% in the future [5][11] - The attractiveness of the Chinese stock market has drawn international investors back, and ongoing economic balance and capital market openness will attract more foreign capital [5][11] Group 3: Goldman Sachs Commitment - Goldman Sachs maintains a long-term and steadfast commitment to investing in the Chinese market, encouraged by the development of the capital market and various opening measures [2][5][11] - There is optimism about further opening measures that will solidify the development of China's capital market [5][11]
潘功胜会见高盛集团董事长苏德巍
Sou Hu Cai Jing· 2026-01-29 11:01
2026年1月28日,中国人民银行行长潘功胜会见了来访的高盛集团董事长兼首席执行官苏德巍。双方就 全球经济金融形势、中国宏观经济政策、中美经贸关系等议题进行了交流。 来源:中国人民银行 ...
潘功胜会见高盛集团董事长兼首席执行官苏德巍
Sou Hu Cai Jing· 2026-01-29 10:55
实习编辑:金怡杉 | 审核:李震 | 监审:古筝 2026年1月28日,中国人民银行行长潘功胜会见了来访的高盛集团董事长兼首席执行官苏德巍。双方就全球经济金融形势、中国宏观经济政策、中美经贸关 系等议题进行了交流。 ...
央行行长潘功胜会见高盛集团董事长兼首席执行官苏德巍
Xin Lang Cai Jing· 2026-01-29 10:43
中国人民银行行长潘功胜会见高盛集团董事长兼首席执行官苏德巍 责任编辑:刘万里 SF014 中国人民银行行长潘功胜会见高盛集团董事长兼首席执行官苏德巍 2026年1月28日,中国人民银行行长潘功胜会见了来访的高盛集团董事长兼首席执行官苏德巍。双方就 全球经济金融形势、中国宏观经济政策、中美经贸关系等议题进行了交流。 2026年1月28日,中国人民银行行长潘功胜会见了来访的高盛集团董事长兼首席执行官苏德巍。双方就 全球经济金融形势、中国宏观经济政策、中美经贸关系等议题进行了交流。 责任编辑:刘万里 SF014 ...
中国人民银行行长潘功胜会见高盛集团董事长兼首席执行官苏德巍
Di Yi Cai Jing· 2026-01-29 10:37
(文章来源:第一财经) 1月28日,中国人民银行行长潘功胜会见了来访的高盛集团董事长兼首席执行官苏德巍。双方就全球经 济金融形势、中国宏观经济政策、中美经贸关系等议题进行了交流。 ...
JPMorgan leads M&A advisory in TMT sector by deal value in 2025
Yahoo Finance· 2026-01-29 10:25
Group 1: Core Insights - JPMorgan and Houlihan Lokey are the leading financial advisers for M&A in the TMT sector for 2025, with JPMorgan leading in deal value and Houlihan Lokey in deal volume [1][4] - JPMorgan advised on transactions totaling $435.5 billion, while Houlihan Lokey participated in 94 deals, just short of 100 [1][5] - Morgan Stanley ranks third in deal value with $253.4 billion, followed closely by Goldman Sachs at $237.2 billion and Allen & Company at $235.6 billion [2] Group 2: Transaction Volume - In terms of transaction volume, Morgan Stanley also holds the third position with 59 deals, followed by Goldman Sachs with 49 and Evercore with 43 [3] - JPMorgan advised on 32 billion-dollar deals, including seven mega deals valued over $10 billion, contributing significantly to its lead in deal value [5] - Houlihan Lokey's deal volume was significantly higher than JPMorgan's, which had 65 deals, placing it second in volume [5] Group 3: Data Source and Methodology - GlobalData's league tables are based on real-time tracking of various reliable sources, including company and advisory firm websites [5][6] - A dedicated team of analysts monitors these sources to gather detailed information on each deal, including adviser names [5]
MSCI警告引发印尼股市30年来最大两日跌幅,印尼监管机构紧急应对
Di Yi Cai Jing· 2026-01-29 06:33
Core Viewpoint - The Indonesian stock market is experiencing its worst two-day performance in 30 years, driven by concerns raised by MSCI regarding the market's investability and potential outflows of up to $13 billion [1][3][5]. Market Performance - On January 29, the Jakarta Composite Index fell by as much as 10%, triggering a 30-minute trading halt, following a previous drop of over 8% on January 28, which also led to a trading suspension [3][4]. - The significant sell-off has primarily affected state-owned banks and companies linked to large corporate groups, raising the risk of a technical bear market if the downward trend continues [3][4]. MSCI Concerns - MSCI has expressed serious concerns about the low free float of stocks in the Indonesian market, with over 200 components having a free float ratio below 15%, which distorts the index and poses manipulation risks [4][5]. - MSCI has announced a suspension of certain index adjustments and will freeze the addition of new constituents until issues related to concentrated ownership are addressed by Indonesian regulators [3][4]. Currency Impact - The Indonesian rupiah has depreciated against the US dollar, recording its largest drop since October of the previous year, as investor confidence wanes [5][6]. Analyst Ratings - Both Goldman Sachs and UBS have downgraded their ratings for the Jakarta Composite Index, with Goldman Sachs warning of potential outflows exceeding $13 billion under extreme scenarios [5][6]. Regulatory Response - The Indonesian Stock Exchange has acknowledged MSCI's feedback and is committed to enhancing market data transparency, with plans to publicly disclose free float data starting January 2, 2026 [6][7]. - The exchange aims to raise the minimum free float requirement from the current 7.5% to between 10% and 15%, with a long-term goal of 25%, although no specific timeline has been set [6][7]. Future Considerations - The Indonesian financial regulatory authority is preparing stricter rules for small business listings, while the stock exchange emphasizes the need for increased liquidity to absorb new stock supply [7].