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部分场外QDII基金放宽限购;超百亿资金涌向科创ETF丨天赐良基早参
Mei Ri Jing Ji Xin Wen· 2025-06-05 01:28
Group 1 - The core viewpoint of the news highlights the increasing trend of fund managers investing in newly launched floating rate funds, indicating a shift in investment strategies within the mutual fund industry [1][1]. - Xingsheng Global Fund announced a plan to invest 20 million yuan in its newly launched Xingsheng Global Hexi Mixed Securities Investment Fund, which is one of the first floating rate funds [1]. - China Europe Fund also reported a 10 million yuan investment in its floating rate fund, committing to hold the investment for no less than three years [1]. Group 2 - Hong Kong-themed ETFs have seen significant inflows this year, with a total increase of 85.674 billion yuan, representing a growth rate of 27.97%, bringing the total size close to 400 billion yuan at 391.962 billion yuan as of May 30 [2]. - The number of Hong Kong-themed ETFs with over 10 billion yuan in assets has increased from 8 at the end of last year to 11 by the end of May [3]. - The number of fund managers managing Hong Kong-themed ETFs with over 10 billion yuan has risen from 7 to 10, indicating a trend towards concentration in the market [3]. Group 3 - Some off-market QDII funds have relaxed their purchase limits, with Hai Futong's USD bond fund increasing its limit from 50,000 yuan to 30 million yuan [4]. - A total of 6 new QDII funds have been approved this year, primarily focusing on the Hong Kong stock market, including several ETFs targeting the Hang Seng Technology Index [4]. Group 4 - The issuance scale of ETFs has experienced a decline for four consecutive months, with May seeing a significant drop to 11.068 billion units, down from 34.014 billion units in January [5]. - In May, public fund managers focused on launching products related to digital economy, sci-tech innovation board, and free cash flow themes [6]. Group 5 - In May, there was a notable shift in ETF fund flows, with significant inflows into technology-related ETFs, particularly in sectors like semiconductors and defense, attracting over 20 billion yuan in net inflows [7]. - The top three ETFs attracting the most net inflows in May were Huaxia Sci-Tech 50 ETF, Guolian An Semiconductor ETF, and Jiashi Sci-Tech Chip ETF, with inflows of 4.931 billion yuan, 2.364 billion yuan, and 1.874 billion yuan respectively [8]. Group 6 - Qiu Yang has left his position as the manager of the Qianhai Kaiyuan Artificial Intelligence Mixed Fund due to internal adjustments, with the fund now managed by Wei Chun [9]. - As of the end of the first quarter, the A-class share of the fund managed by Qiu Yang had a scale of 688 million yuan, achieving a return of 14.19% during his tenure [9].
宁夏打造“中国绿色算力之都”
Zhong Guo Xin Wen Wang· 2025-06-05 00:54
Core Insights - Ningxia aims to quadruple investment, standard racks, intelligent computing cards, and computing power scale by the end of 2024, with a comprehensive computing power index entering the top 10 nationally [1] - The region is recognized for its favorable climate for large data centers and is the first national new energy comprehensive demonstration zone, providing abundant green electricity resources [1] - By 2027, Ningxia's digital economy is projected to reach 270 billion RMB, accounting for over 40% of the total economy, with core digital economy industries expected to double their value added compared to 2021 [2] Investment and Infrastructure - As of now, Ningxia has established 9 large and super-large data centers, with 27 more under construction, and a total of 142,000 standard racks [1] - The region has built 116,000 intelligent computing cards and achieved a computing power scale of 74,000 P, ranking third among the top ten data center clusters in the country [1] Industry Ecosystem Development - Ningxia is fostering a new industrial ecosystem by attracting projects in electronic materials, photovoltaic equipment, high-performance servers, and smart wearable manufacturing [2] - Over 20 large models are being trained in Ningxia, with applications in AI healthcare and over 40 typical application scenarios developed [2] - The region has established more than 1,200 smart classrooms and laboratories, 186 smart factories, and 2,600 small and medium-sized enterprises utilizing cloud computing and data intelligence [2]
江苏缘何成东盟来华留学首选
Xin Hua Ri Bao· 2025-06-04 23:02
Group 1 - Jiangsu has launched the "Jiangsu-ASEAN Youth Exchange Action Plan" to enhance regional sustainable development through talent cultivation [1][7] - Over the past five years, Jiangsu universities have enrolled 40,100 students from ASEAN countries, accounting for 25% of the total international students in Jiangsu [2] - Jiangsu universities have established 64 overseas educational institutions and projects in ASEAN countries, including notable programs like "Zheng He Academy" and "Luban Workshop" [5][6] Group 2 - The "Lancang-Mekong College" at Hohai University focuses on training professionals in water resources and environmental science, collaborating closely with countries like Cambodia and Laos [3] - Jiangsu universities have built 27 high-level research platforms and conducted 89 major research projects with ASEAN institutions over the past five years [4] - The establishment of the "Belt and Road" Renewable Energy and Carbon Neutrality International Joint Laboratory has strengthened Sino-Thai cooperation in green energy [4] Group 3 - The "Luban Workshop" in Indonesia aims to develop local talent in response to the needs of Chinese enterprises operating abroad, enhancing skills in electronic circuits and automotive technology [6] - Jiangsu's educational initiatives are designed to create a multi-dimensional cultural exchange network, fostering long-term cooperation in higher education and vocational training [7] - The focus on digital economy and artificial intelligence in higher education collaboration aims to address international industry cooperation needs [7]
强化技术支撑 发展数字经济
Jing Ji Ri Bao· 2025-06-04 22:03
完善体制机制。将数字技术纳入国家创新体系核心位置,制定覆盖基础研究、应用开发、成果转化的全 链条政策体系。加快建立数据产权制度,明确数据要素确权、流通、交易规则,构建兼顾安全与效率的 数据治理体系。深化"放管服"改革,破除制约数字技术应用的制度壁垒,建立包容审慎的监管机制,为 新技术、新模式、新业态提供试错容错空间。完善数字经济统计监测体系,构建数字技术价值评估标 准,形成科学规范的数字经济治理体系。 为强化数字技术支撑能力,推动我国数字经济健康发展,国家层面持续释放政策红利。国务院印发的 《"十四五"数字经济发展规划》,从优化升级数字基础设施、充分发挥数据要素作用、大力推进产业数 字化转型、加快推动数字产业化、持续提升公共服务数字化水平等方面提出了相应举措。中共中央、国 务院2023年印发的《数字中国建设整体布局规划》强调,加快数字技术创新应用;推动数字技术和实体 经济深度融合;优化数字化发展环境;等等。各地也积极行动布局,如北京市制定《北京市促进数字经 济创新发展行动纲要(2020—2022年)》,安徽省印发《加快推进数字经济高质量发展行动方案(2024 —2026年)》等。一系列政策形成组合拳,为数字技 ...
经合组织发布最新展望报告显示——关税战拖累全球经济增速
Jing Ji Ri Bao· 2025-06-04 22:00
首先,贸易保护主义和政策不确定性加剧,美国自2025年初大幅提高对中国产品的关税,平均有效关税 从2024年的2%升至15.4%,为1938年以来最高水平。据经合组织测算,此次美国加征关税及各国反制措 施涉及商品贸易额占全球GDP约2%,超过2018年美对中方首次贸易战时期的影响范围。报告预测,增 长放缓较为显著的包括美国、加拿大和墨西哥等经济体。2025年和2026年,美国经济预计将增长1.6% 和1.5%,较今年3月份预测值分别下调0.6个和0.1个百分点;欧元区经济预计将增长1.0%和1.2%,与3月 份预测值相同。根据"政策不确定性指数",近期不确定性急剧上升,尤其是在未来贸易政策走向方面, 企业和消费者信心因此下降。金融环境收紧与市场波动持续造成影响,虽然金融市场已部分稳定,但整 体金融条件比2024年底更为紧张,且金融系统对冲击更为敏感,可能触发连锁反应,如非银金融机构被 迫出售资产。另外,公司债务成本特别是低评级债券的利差仍然高企,表明市场对风险资产保持高度警 惕。 其次,投资和消费动力不足弱化复苏动能。商业投资疲弱,由于不确定性上升、融资成本提高以及结构 性问题,如市场集中度上升,企业投资意愿 ...
中国—中亚地方合作亮点纷呈(环球热点)
新华社记者 唐 奕摄 6月1日至2日,第二届中国—乌兹别克斯坦地方合作论坛在乌兹别克斯坦撒马尔罕举办。陕西省作为本 届论坛的中国牵头省份,与乌方一同开展经贸、文化、教育等多个领域的交流活动。 近年来,中国与中亚国家地方间合作如火如荼,取得实打实、沉甸甸的成果。对此,本报采访国务院发 展研究中心欧亚社会发展研究所副所长、中亚研究室主任许涛以及新疆师范大学"天池英才"特聘教授邓 浩,解读中国—中亚地方合作的进展、动能与潜力。 地方往来热络,增进相互了解 【观察】 6月2日,以"和合之美 文化陕西"为主题的第二届中国—乌兹别克斯坦地方合作论坛陕西文化展在乌兹 别克斯坦撒马尔罕开展。凤翔泥塑、华州皮影、耀州瓷等陕西元素纷纷亮相,受到当地民众广泛欢迎。 地方合作作为国家层面合作的一种补充,能够更好发挥中国和中亚国家地方层面的积极性,更加充分地 调动市场因素,并在合作的模式、制度等方面进行有益探索与经验积累,从而推动中国与中亚国家的整 体务实合作更加顺畅、更具可持续性。 近年来,陕西与乌兹别克斯坦等中亚国家多地往来密切。中国陕西省—乌兹别克斯坦撒马尔罕州企业商 务论坛等多项交流活动接连举办,达成众多合作成果。今年,陕西苹 ...
工业和信息化部推动算力互联互通 让算力像水、电一样便捷使用
Ren Min Ri Bao· 2025-06-04 21:40
算力,是推动经济社会高质量发展的新质生产力。日前,工业和信息化部印发《算力互联互通行动计 划》,推动更好整合利用各类公共算力资源,促进算力高效供需匹配,提升我国公共算力使用效率和服 务水平,将有力支撑我国数字经济高质量发展。 将公共算力资源标准化互联,打造应用场景 算力互联互通是在现有互联网体系架构基础上,通过构建统一算力标识、增强异构计算和弹性网络能力 等方式,将不同主体、不同架构的公共算力资源标准化互联,形成可查询、可对话、可调用的服务能 力,实现数据和应用在算力间高效供需匹配、流动互通、迁移计算。 行动计划提出打造算力互联应用场景,包括多个方面,如算力资源服务、任务调度、市场交易、开源社 区运营等新业态场景应用,人工智能、科学计算、智能制造、远程医疗、视联网等企业级场景应用,智 能驾驶、云渲染、云电脑、云游戏等消费级场景应用,以及推动算力互联与能源互联网、工业互联网、 移动互联网等融合创新应用。 促进算力资源使用效率和服务水平的提升 "算力互联互通,将促进算力资源使用效率和服务水平的提升,使算力像水、电一样便捷使用。"工业和 信息化部信息通信管理局有关负责人介绍,人工智能发展催生算力互联需求,用户需要能 ...
互联网世界的隐形导航员:DNS 系统详解
Sou Hu Cai Jing· 2025-06-04 20:55
Core Insights - The Domain Name System (DNS) is a crucial navigation system that translates human-readable domain names into machine-readable IP addresses, facilitating internet connectivity [3][8] - DNS operates through a hierarchical structure, involving multiple levels of servers to ensure efficient and reliable domain resolution, even in the event of server failures [3][5] - Modern DNS has evolved to include various record types to meet diverse needs, such as A records for IPv4 addresses and MX records for email routing, allowing precise control over network services [5][6] Industry Developments - As cybersecurity threats increase, DNS is continuously evolving with technologies like DNSSEC to prevent domain hijacking and protocols like DoH and DoT to enhance privacy through encryption [6] - Major DNS service providers, such as Cloudflare and Google, are implementing privacy protection features, promising not to log user queries, reflecting a growing emphasis on user privacy in the digital economy [6][8] - In the digital economy, domain names have become vital identifiers for businesses, with country code top-level domains (ccTLDs) symbolizing national sovereignty in cyberspace [8]
东盟四国设立600亿美元私募基金 经济融合速度突破历史
Sou Hu Cai Jing· 2025-06-04 14:56
Core Viewpoint - ASEAN member countries are currently experiencing their best historical relationship, with significant initiatives underway to enhance economic integration and attract investment in the private equity and venture capital sectors [1][6]. Group 1: ASEAN Economic Integration - ASEAN aims to become the world's fourth-largest economy by 2030, with a current average economic growth rate of 4% to 5% over the past decade [4][5]. - The establishment of the ASEAN Private Market Association is a substantial step towards economic integration, aiming to unify fragmented capital flows within the region [1][4]. Group 2: Objectives of the Private Market Association - The association aims to standardize private equity rules across ASEAN member states, reducing policy barriers and enhancing cross-border fund registration efficiency [7]. - It seeks to create a unified evaluation system for private equity funds, providing standardized assessment frameworks to attract international capital [7]. - The initiative is expected to accelerate the attraction of external funding for high-quality ASEAN enterprises, particularly in sectors like cloud computing, semiconductors, and healthcare [7]. Group 3: Beneficiary Industries - Renewable energy is identified as a key sector that will benefit from the private market association, with a focus on solar energy, energy storage, and carbon-neutral technologies [8]. - The digital economy and AI are also prioritized, with projections indicating that ASEAN's digital economy coverage will rise from 25% in 2021 to 85% by 2028, highlighting significant investment opportunities [9]. - The healthcare sector, particularly AI-driven medical technologies, is rapidly emerging, with a notable gap in AI application across the region [9][11]. Group 4: Economic Transition - The establishment of the private market association signals a shift in ASEAN's economic growth model, moving away from traditional manufacturing and trade towards technology-driven growth [10][11]. - The anticipated $60 billion in private equity funding is seen as a potential benchmark for measuring investment activity and economic cooperation depth within the region [12].
新总统李在明“闯关”韩国经济
Bei Jing Shang Bao· 2025-06-04 14:13
山重水复,李在明三度角逐韩国总统大选终于成功。绝食抗议、遇刺受伤、出演夫妻真人秀、狂奔翻墙进国会⋯⋯他走向青瓦台的道路铺满了惊与险。上任 伊始,李在明在就职讲话中表示,将首先恢复民生和经济,启动紧急经济专班,依靠国家财政实现经济良性循环,建设持续增长和发展的社会。但面对依然 分裂的韩国政坛和社会挑战,李在明这位新总统的"闯关"之路才刚刚开始。 得票数创纪录 李在明作为左翼阵营候选人,在3日韩国总统选举中获得49.42%的得票率,领先保守派政党国民力量党候选人金文洙8个百分点,得票数创韩国总统选举纪 录。另一方面,韩国此次选举的投票率高达79.38%,是自1997年以来韩国总统选举投票率最高的一次。1997年是韩国经历亚洲金融危机和重大政治变革的 一年,如此高的投票率表明选民对国家摆脱困境的深切期望。 黑龙江省社会科学院东北亚研究所研究员、中国东北振兴研究院专家笪志刚表示,此次选举在韩政治分裂加剧、改革呼声进一步加大的背景下提前两年举 行。历史第二高的提前投票率凸显出此次选举是对尹锡悦前政府的一次民意"审判",同时它也是韩国重塑政经格局的一次机会。 "KOSPI 5000点时代" 本届选举是韩国自1987年以来 ...