Group 1 - As of April 2025, Vietnam attracted nearly 13.82 billion USD in foreign investment, a year-on-year increase of 39.9% [1] - New registered capital exceeded 5.59 billion USD, a year-on-year decrease of 23.8% [1] - Additional investment capital reached nearly 6.4 billion USD, which is 3.9 times the same period last year [1] - Actual foreign investment capital amounted to approximately 6.74 billion USD, a year-on-year increase of 7.3% [1] Group 2 - In the first four months, the number of new foreign investment projects was 1,204, a year-on-year increase of 14.1% [2] - The number of additional investment projects was 540, a year-on-year increase of 44.4% [2] - The total number of transactions for capital contribution and share purchases was 1,106, a year-on-year increase of 8.3% [2] Group 3 - Singapore was the largest investor in Vietnam with over 3.2 billion USD, accounting for 23.5% of total investment, a year-on-year increase of 10% [1] - South Korea ranked second with over 2.8 billion USD, representing 20.4% of total investment, more than 3.3 times the amount from the same period last year [1] - Foreign investors have invested in 18 out of 21 sectors of the national economy, with the manufacturing sector receiving 8.9 billion USD, accounting for 64.6% of total registered investment, a year-on-year increase of 35.1% [2] Group 4 - The real estate sector attracted 2.83 billion USD, accounting for 20.5% of total registered investment, a year-on-year increase of 61.9% [2] - The top three provinces for foreign investment were Bac Ninh, Dong Nai, and Ho Chi Minh City, with Bac Ninh receiving over 2.69 billion USD, representing 19.5% of total investment [2] - Ho Chi Minh City saw a registered investment amount exceeding 1.48 billion USD, a year-on-year increase of 77.7% [2]

Core Viewpoint - The central theme of the articles revolves around the Chinese central bank's commitment to providing ample refinancing support to stabilize the capital market, alongside the role of the China Securities Finance Corporation in acting as a stabilizing fund [1][2]. Group 1: Central Bank Actions - The central bank has indicated it will provide unlimited refinancing support if market conditions deteriorate, emphasizing its commitment to maintaining market stability [1]. - The China Securities Regulatory Commission has reiterated its support for the China Securities Finance Corporation to play a stabilizing role in the market, marking the second mention of this concept in 2023 [1][2]. Group 2: Market Reactions - Despite positive signals from the central bank and regulatory bodies, the market exhibited a high-open, low-close pattern, indicating a lack of enthusiasm among investors [1][2]. - The Shenzhen index experienced a moment of decline, raising questions about whether the market will break above 3400 points or drop below 3200 points [2]. Group 3: Global Capital Trends - There is a noticeable trend of capital inflow into Asian currencies, with currencies like the Hong Kong dollar, Thai baht, South Korean won, Japanese yen, and Chinese yuan appreciating, while the US dollar continues to weaken [4]. - The US trade deficit reached a historical high of $140.5 billion in March, contributing to a negative GDP growth in the first quarter, which has led to capital moving away from the dollar towards Asian currencies [4]. Group 4: Investment Strategies - Investors are advised to align with leading stocks and consider a diversified approach to mitigate risks, especially in the context of current market volatility [5]. - Specific strategies include participating in rebound opportunities near the 21-day moving average of leading stocks and focusing on sectors like robotics and computing, which have shown recent upward trends [5]. Group 5: ETF Performance - The Food and Beverage ETF (515170) has seen a slight decline of 0.67% over the past five days, with a current PE ratio of 21.26 and a net inflow of 211.4 million yuan [7]. - The Gaming ETF (159869) has increased by 4.17% in the same period, with a PE ratio of 53.73 and a net outflow of 636.27 million yuan [7]. - The Cloud Computing 50 ETF (516630) has risen by 5.13%, with a high PE ratio of 97.25 and a net outflow of 939.6 million yuan [8].

Group 1 - The core viewpoint is that foreign investment in A-shares remains stable at around 3 trillion yuan [1] - The China Securities Regulatory Commission (CSRC) is committed to promoting high-level opening of the capital market [1]

Core Viewpoint - China is committed to expanding its openness and improving its business environment, showcasing a strong stance on maintaining a multilateral trade system amidst rising unilateralism globally [1] Group 1: Foreign Investment Trends - In the first three months of the year, 12,603 new foreign-invested enterprises were established in China, representing a year-on-year increase of 4.3% [3] - The actual use of foreign capital amounted to 269.23 billion yuan, a year-on-year decrease of 10.8%, but the decline in foreign capital absorption narrowed by 9.6 percentage points compared to January-February [3] - In March alone, the actual utilized foreign capital reached 98.02 billion yuan, showing a year-on-year growth of 13.2% and a month-on-month increase of 33.1% [3] Group 2: Sectoral Investment Insights - The actual use of foreign capital in the manufacturing sector was 71.51 billion yuan, while the service sector attracted 193.33 billion yuan [4] - Emerging industries such as e-commerce services, biopharmaceutical manufacturing, aerospace equipment manufacturing, and medical instruments saw significant foreign investment growth rates of 100.5%, 63.8%, 42.5%, and 12.4% respectively [4] Group 3: Government Support and Policy Initiatives - The Chinese government is enhancing policy support for foreign enterprises, actively addressing their needs and challenges through initiatives like the "Service Guarantee for Foreign Enterprises" program [5] - The Ministry of Commerce has organized multiple roundtable meetings with foreign enterprises, facilitating communication and addressing over 50 issues raised by foreign businesses [5] - The government is promoting the "Invest in China" brand through international outreach activities, including policy briefings and roundtable discussions in various countries [5] Group 4: Future Outlook on Foreign Investment - The focus for attracting foreign investment will be on expanding investment space and optimizing the business environment, with an emphasis on quality and stability [6] - The return on investment for foreign enterprises in China is shifting from "high" to "medium-high," indicating a more stable investment environment with favorable risk-adjusted returns [6]

关于新台币汇率的强升，我有几点看法： 一、目前关税的大局是美中激烈竞争，两国经济增长率都会受到严重影响。 而台湾相对受到的损伤有限。 二、正常情况下新台币汇率区间在28-32，以前超过33时往往处于经济严重衰退期。 过去一年汇率表现反常，是因为美国经济凭借政府大量支出而一枝独秀。 但美国已明确表示不想继续承担这种情况带来的责任，所以新台币汇率要回到正常 关于新台币汇率的强升，我有几点看法： 一、目前关税的大局是美中激烈竞争，两国经济增长率都会受到严重影响。 而台湾相对受到的损伤有限。 二、正常情况下新台币汇率区间在28-32，以前超过33时往往处于经济严重衰退期。 所以本质上，昨天新台币只是在补涨之前落下的涨幅。 二、这两天国际上最大的消息是美中开始进行谈判。 在主要国家和地区当中，目前还没有开始谈判消息的只剩下中国台湾地区。 过去一年汇率表现反常，是因为美国经济凭借政府大量支出而一枝独秀。 但美国已明确表示不想继续承担这种情况带来的责任，所以新台币汇率要回到正常区间，预计新台币目标价将逐 步升值到30。 三、以前新台币不敢升值，是担心中国大陆的低价竞争。 然而现在美国对中国大陆的关税高达100%以上，这方面 ...

Group 1 - The offshore RMB to USD exchange rate has appreciated, breaking the 7.19 mark for the first time since November last year, driven by multiple factors including the US-China trade dialogue and strong consumption during the May Day holiday [1][2] - On May 2, the offshore RMB to USD exchange rate saw a significant increase, with a single-day rise exceeding 600 basis points, and on May 5, it continued to rise, touching 7.18940 with an intraday increase of over 130 basis points [2] - Analysts attribute the RMB appreciation to several factors, including positive signals from the US regarding tariff negotiations, strong domestic consumption during the holiday, and increased foreign investment in RMB-denominated bonds amid heightened global market volatility [2] Group 2 - Looking ahead, the RMB exchange rate is expected to remain stable with a solid foundation, fluctuating around a reasonable equilibrium level [3] - The domestic economic fundamentals have improved since late last year, with factors such as economic recovery, confidence boosting, risk mitigation, and technological empowerment contributing to the stability of the RMB [3] - The People's Bank of China emphasizes a managed floating exchange rate system based on market supply and demand, aiming to enhance market resilience and stabilize expectations while preventing excessive fluctuations in the exchange rate [3]

Group 1 - The core viewpoint of the article highlights that the fluctuations of the New Taiwan Dollar against the US Dollar have widened due to foreign capital inflows into the stock market and corporate expectations of the currency's appreciation [1] Group 2 - The article indicates that the monetary policy authority in Taiwan is observing the impact of external factors on the currency's volatility [1] - It suggests that the expectations of currency appreciation are driven by both foreign investment and corporate sentiment [1]

针对上述风险，白皮书提出防范对策建议：加强内部管理，建立健全规章制度，明确岗位职责，加 强对关键环节的监督管理；依法严惩犯罪，保障企业合法权益，增强保护意识，及时报案并配合司法机 关调查处理；加强知识产权保护，完善保护体系，强化监督管理；加强涉企预防，源头防范法律风险， 依托检察服务平台为企业提供"全生命周期"法治服务，推动行业源头治理。 白皮书共分8个部分，以2023至2024年园区检察机关办理的涉外案件为基础，系统梳理案件特点、 典型案例，并围绕平等保护、风险治理、协同共治等提出检察路径，旨在为外资企业提供风险防控指 引，以更优法治思维、法治方式护航外资企业行稳致远，保障国际贸易公平性与安全性。 日前，苏州工业园区人民检察院举行"开放·法治·赢未来"检察开放日暨新闻发布会，发布《苏州工 业园区人民检察院涉外检察工作白皮书（2023—2024）》。 白皮书指出，外资企业面临四大刑事法律风险：刑事被侵害风险较高；企业内部腐败犯罪风险显 著，职务侵占等犯罪占比高；知识产权被侵权风险亟待重视，侵犯知识产权犯罪不断增长；新型网络犯 罪增长快，数据安全和网络交易风险增多。 园区集聚5000余家外资企业和近2000名外 ...

全台湾都在卖美元 新台币罕见暴升逾1元 金十数据5月2日讯，新台币兑美元周五暴冲强涨，午后再度扩大升幅逾1元以上；汇银人士说，台股午 后开盘再度强升一波，因台股涨势扩大至近3%，外资纷纷大举汇入；此外出口商恐慌心态涌现，同样 进场抛汇；至于散户大军也纷纷加人抛货币的行列。一位中大型民营商银交易员说："全台湾都在卖美 元。"另一位大型民营商银交易人士表示，"散户的海外投资汇回了，过去多年以来累积的大笔投资现在 要回来。监管机构有进场阻升台币，但并不积极，完全无法抵挡抛汇大军。" ...