投顾周刊：央行连续12个月增持黄金

Group 1 - The central bank has increased its gold reserves for 12 consecutive months, reaching 74.09 million ounces (approximately 2304.457 tons) as of the end of October, with a month-on-month increase of 30,000 ounces (approximately 0.93 tons) [2] - The insurance capital long-term investment pilot has expanded, with 9 private equity funds entering the operational phase, and a total of 222 billion yuan allocated across three batches of pilot programs [2] - China's new energy storage installed capacity has surpassed 100 million kilowatts, accounting for over 40% of the global total, highlighting the country's leading position in the energy storage sector [2] Group 2 - The Financial Regulatory Bureau is developing high-quality development guidelines for technology insurance, with a 30% year-on-year increase in premium income for technology insurance in the first three quarters of the year [3][4] - Five departments have jointly issued a document to promote the standardized application of "artificial intelligence + healthcare," focusing on 24 key applications across various sectors [4] Group 3 - Michael Burry has warned of an AI bubble, revealing short positions in Nvidia and Palantir, indicating that market sentiment may be overly exuberant [5] - The number of private equity funds in North America has exceeded the number of McDonald's locations, with predictions of an impending industry consolidation due to investor demands for higher returns and better governance [5] Group 4 - Global stock markets have shown mixed performance, with the Shanghai Composite Index rising by 1.08% and major U.S. indices experiencing declines [6] - Recent trends in bond yields indicate a mixed performance, with the 1-year Chinese government bond yield decreasing by 2.66 basis points to 1.40% [9][10] Group 5 - In the commodity market, precious metals have shown divergent trends, with COMEX gold rising by 0.28% and international oil prices continuing to adjust, with ICE Brent crude oil falling by 1.65% [12][13] - Recent data indicates that fixed-income products dominate the financing channels in banks, contributing over 70% of the total number of funds and over 90% of the financing scale [14][15]