截至 2024 年末，私募证券投资基金数量达 87833 只，其中 2024 年新备案私募基金 6386 只。存续规模 5.21 万亿元，存续私募证券基金管理人 8000 家，百亿规模管理人共 88 家。 伴随私募业蓬勃发展的热潮，第八届 "Wind 最强私募 " 评选结果也正式揭晓。本次评选按照 不同策略及观察维度共设立 16 项榜单。万得始终秉持客观、公正的传统，以准确、全面的数 据，客观衡量各私募基金管理人及产品策略表现，评选出本年度最具实力的私募机构，希望 借此不断挖掘优秀私募管理人和产品策略，助力行业规范健康发展。 南京倍漾私募基金管理有限公司 上海勤辰私募基金管理合伙企业(有限合伙) 武汉同温层私募基金管理有限公司 策略创新私募管理人 宁波平方和投资管理合伙企业(有限合伙) 上海小黑妞资产管理有限公司 上海千朔投资管理有限公司 上海众壹资产管理有限公司 杭州橡木私募基金管理有限公司 服务创新私募管理人 茂源量化(海南)私募基金管理合伙企业(有限合伙) 上海量派投资管理有限公司 深圳市日斗投资管理有限公司 上海展弘投资管理有限公司 深圳市远望角投资管理企业(有限合伙) 深圳大华信安私募证券基金管理企 ...

May 21, 2025 07:31 AM GMT Recruit Holdings (6098) | Japan Japan Summit 2025: Re- evaluation of Corporate Quality and Business Model to Continue as Stock Market Normalizes? Earnings and business environment: Services provided to companies seeking to recruit new employees are affected by market conditions. As a whole, we understand Recruit is seeking the best possible measures and looking for opportunities to review the overall structure of its business. The company is aiming to improve the efficiency of busi ...

Block said Monday (May 19) that since the launch of its credit products, it has extended over $100 billion in credit while keeping its loss rates “low.”The company uses a combination of near real-time data, technology and customer-first design, rather than traditional credit scores, Block said in a Monday press release.“More importantly, we’re proving that expanding access doesn’t mean increasing risk,” the release said. “Our loss rates are consistently low, and we’ve shown we can approve more customers tha ...

Thank you. Um I'm Jen from SK Terracon from South Korea and uh today I'd like to give a talk about the storage virtualization and optimization for GPU as a service that what we are trying to do recently. And uh first of all I think you are not quite familiar what is SQL.So I would like to give a brief like introduction to the SK talon. JSK is a novel metal player in South Korea and we made the most of the market penetrations in South Korea and recently we are trying to transform from the NNO to the AI compa ...

Core Viewpoint - Valeura Energy Inc. has made a final investment decision to redevelop the Wassana field in the Gulf of Thailand, which is expected to significantly enhance shareholder value through increased production and reserves [1][4]. Redevelopment Project Details - The redevelopment will involve a new central processing platform (CPP) designed to optimize the full potential of the Wassana field [9][11]. - First oil production is anticipated in Q2 2027, with peak production expected to reach 10,000 barrels per day (bbls/d) in the second half of 2027, which is more than 2.7 times the current output [9][14]. - The total investment for the redevelopment is estimated at US$120 million, with US$40 million planned for 2025 and the remainder in 2026, fully funded from existing cash reserves [9][13]. Reserves and Resources Update - The Wassana field's proved plus probable (2P) reserves have increased to 20.5 million barrels, representing an increment of approximately 18 million barrels compared to previous estimates [9][19]. - The end-of-field life (EOFL) has been extended to 2043, an increase of 16 years [9][15]. - The net present value (NPV10) of the 2P reserves before tax is estimated at US$354.5 million, and after tax at US$218.2 million, indicating a significant increase in asset value [21][23]. Economic Viability - The redevelopment project is projected to deliver an internal rate of return (IRR) of approximately 40% even at a lower oil price environment of US$60 per barrel, with a payback period of 18 months [6][16]. - The project is designed to be resilient against various price scenarios, providing a favorable risk-reward profile for shareholders [6][7]. Production and Operating Efficiencies - The new CPP will allow for more extensive drilling and a longer facility design life, resulting in increased cash flow generation [11][14]. - The anticipated operating costs are expected to decrease significantly, with adjusted operating expenses per barrel projected to be in the range of US$12 to US$16 [14]. Guidance Update - The company's guidance for adjusted capital expenditures for 2025 has been revised to US$165 million to US$185 million, reflecting the anticipated spending on the Wassana redevelopment project [28][31]. - Free cash flow guidance for 2025 is projected to be between US$80 million and US$195 million, based on benchmark Brent oil prices ranging from US$65 to US$85 per barrel [29][30].

融资租赁评估方法的选择原则 1. 根据评估目的选择： • 若评估目的是为了保险索赔，可能更侧重于成本法，以准确计算资产的重置成本和损失。 • 若评估目的是为了企业并购或股权转让，则可能更侧重于收益法或退出倍数法，以反映企业的未来盈利能 力。 3. 考虑数据可获得性： • 若能获取到充分、可靠的历史收益数据和未来收益预测数据，收益法可能是首选。 • 若能找到足够多的可比交易案例，且这些案例与目标资产具有较高的可比性，则市场法可能更为适用。 • 若资产的重置成本和损耗数据易于获取，则成本法可能更为可行。 4. 考虑市场条件： • 在市场活跃、交易频繁的情况下，市场法可能更能反映资产的真实价值。 2. 根据租赁资产类型选择： • 对于能产生稳定收益的资产，如生产设备、商业地产等，收益法可能更为合适。 • 对于标准化程度高、市场交易活跃的资产，如车辆、通用设备等，市场法可能更为简便易行。 • 对于定制化程度高、市场交易不活跃的资产，如特殊用途设备、非标生产线等，成本法可能更为准确。 • 在可能的情况下，可以结合多种方法进行评估，以相互验证、提高评估结果的准确性和可靠性。例如，可 以同时使用收益法和市场法进行评估，然后 ...

In 1971, when I was a young clerk on the floor of the New York Stock Exchange, the United States ran out of money and defaulted on its debts. That's right, the US ran out of money. How.Well, back then, gold was the money used in transactions between countries. Paper money, like the dollar, was like checks in a checkbook in that it had no value other than it could be exchanged for gold, which was the real money. At the time, the United States was spending a lot more money than it was earning by writing a lot ...

中信证券：未来主动型公募会更加聚焦核心资产定价 基准偏离和盈利客户比率可能是公募考核新规影响最大的两个规则。从过往主动型基金业绩基准分布来看，采 用沪深300和中证800的基金仅占总规模的62%，超过18%的产品是赛道型产品。2007年至今，2012—2014年和 2022—2024年出现过三年维度主动型公募大面积跑输沪深300指数10个百分点的情况。 过去3年公募普遍跑输基准，低配银行是部分原因，频繁交易和板块轮动也产生负向贡献。向基准靠拢和保守 化配置是大势所趋，但过程是动态的，绝非简单做多低配行业。未来主动型公募会更加聚焦核心资产定价而不 是边际信息流定价，策略范式可能出现整体性调整。未来资管行业当中相对收益和绝对收益产品的策略、选股 范围和定价模式会呈现明显分化。 华泰证券：公募改革或进一步增加资金配置港股需求 5月7日的国新办发布会对资本市场政策态度积极，重点支持科技、消费领域，对港股市场形成积极影响。5月8 日凌晨，美联储继续按兵不动，强调不确定性以及滞胀风险上升，不急于调整货币政策，基本符合市场预期。 周末，中美展开经贸高层会谈，贸易摩擦或有降级空间，有助于改善市场情绪。 鉴于美国对等关税的复杂 ...

金磊 发自 凹非寺 量子位 | 公众号 QbitAI OpenAI又一个神秘项目曝光了—— 名字叫做 cderGPT ，专门用来给 药物评估 这事提一提速度。 据Wired发布的消息来看，OpenAI的高层为了这个项目，已经与美国食品药品监督管理局 （FDA）和马斯克的效率部门进行了多次讨论。 至于为什么要做这么个事，FDA局长 Marty Makary 在X上发表了他的看法： FDA现在不得不直面一些前所未有的重大问题： 为什么一款新药上市要耗费十年以上的时间？ 为什么我们还没用AI等技术实现现代化？ 并且他还表示，"我们刚刚完成了首个AI辅助的科学产品评审，而这仅仅是个开始"。 Walsh还专门会见了从耶鲁大学休学的本科生Peter Bowman-Davis，他目前正担任卫生与 公众服务部的临时人工智能负责人，二人讨论了FDA在人工智能方面的雄心和计划。 据Politico最先报道，Bowman-Davis是风险投资公司Andreessen Horowitz的"美国活力"团 队成员，现在被任命到这个政府职位。 周三通过邮件联系到的Robert Califf（他在2016至2017年期间以及2022年至今年 ...

Cytokinetics (CYTK) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Company Participants Diane Weiser - Senior Vice President of Corporate Communications & Investor RelationsRobert Blum - President and CEOAndrew Callos - Executive VP & Chief Commercial OfficerFady Malik - Executive Vice President of Research & DevelopmentStuart Kupfer - Senior VP & Chief Medical OfficerIsaac Ciechanover - EVP, Corporate Development and Chief Business OfficerSung Lee - Executive VP & CFOSean McCutcheon - Vice President - Biot ...