Group 1 - The core viewpoint emphasizes the transition of the asset management industry from scale expansion to value creation, responding to reform initiatives and observing industry practices [2] - The "Three Investments" concept is introduced as a response to the need for long-term capital in the context of global economic restructuring and domestic industrial upgrades, aiming to address issues like market volatility and the inefficiency of capital markets in serving the real economy [2][3] - The challenges faced by asset management institutions include balancing long-term value with short-term assessments, and the need for innovative strategies to restore trust and enhance competitiveness [3] Group 2 - The Shanghai Asset Management Association has released 18 quantitative indicators to provide a practical evaluation framework for the "Three Investments" concept, promoting a shift from scale to performance in the asset management industry [4] - The current economic transition in China necessitates long-term investments in sectors like semiconductors, new energy, and artificial intelligence, while also addressing the demand for stable returns in wealth management [4] - The implementation of the "Three Investments" philosophy is seen as a long-term project to cultivate new growth dynamics in the capital market, with a focus on investor interests and sustainable practices [4]
“三投资”方法论 ① | 以时间丈量价值,以理性锚定未来
Sou Hu Cai Jing·2025-06-10 11:43