Teneo发布《全球首席财务官及投资者展望》报告 投资人对下半年经济状况改善持乐观态度

Group 1 - The report by Teneo indicates that approximately 78% of surveyed investors expect an improvement in the global economic situation in the second half of the year, while CFOs are more cautious due to challenges such as artificial intelligence, tariffs, and geopolitical issues [1] - Over half of CFOs and nearly 40% of investors view market volatility as a major obstacle to mergers and acquisitions, with other significant barriers including geopolitical uncertainty, high financing costs, and a lack of quality acquisition targets [1] - 71% of CFOs are actively adjusting their M&A strategies, with disruptive technologies, particularly AI, identified by 42% of respondents as a key catalyst for M&A activity [1] Group 2 - CFOs are implementing several key initiatives to adapt to the new economic landscape, including reshaping supply chains, adjusting capital expenditures, optimizing sales, general and administrative expenses, and lowering profit expectations [2] - The operational environment is significantly influenced by global trade changes, tariff adjustments, market fluctuations, and regulatory and political uncertainties, leading CFOs to adopt long-term strategic adjustments in core areas such as recruitment and R&D investment [2] - Both CFOs and institutional investors maintain a cautiously optimistic view on bond market financing capabilities and current debt levels, suggesting that the variable environment presents strategic opportunities for forward-looking market participants [2]