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正念投资公式:投资业绩=专业认知*情绪管理,乘号是关键秘诀︱重阳Talk Vol.15
重阳投资· 2025-07-07 07:25
本期节目我们邀请到了一位特别的嘉宾,他是一位金融家,同时还是斯坦福大学正念减压认证导师,跨 界力度非常大。他将正念融入到自己的生活和工作当中,每天凌晨4点多就起床,先阅读写作两个小时, 然后冥想一个小时,之后进入到一天忙碌的工作之中。长期正念冥想的习惯让他找到了更好的生命状 态,工作高效,充满活力。他就是百年保险资管董事长杨峻先生,最近他将自己的跨界体会写成了一本 书,书名叫《定力》,副标题是"正念投资,正念人生"。 本期播客由重阳投资合伙人舒泰峰主持,请杨总讲讲他的独特跨界故事以及正念对投资和生活的启发。 参与今天话题讨论的还有重阳投资基金经理谭伟。 【全文14070字,干货很多,但也很长。欢迎下载"小宇宙"APP,找到"重阳Talk"收听音频版。】 (一)为什么科技界和投资界的不少大佬都喜欢正念冥想? 舒泰峰: 在科技界和投资界很多知名大佬修习正念冥想,比如OpenAI创始人Sam Altman,桥水基金 的达里奥,苹果公司前CEO乔布斯。是什么因素导致这些大佬都来修习正念冥想? 杨峻: 正念是麻省理工一位叫卡巴金的医学博士,在上世纪70 年代(1979年)创立正念减压中的一个疗 法。一开始是为抑郁症或长 ...
中央汇金完成368亿注资 长城资产率先迈入AMC专业化运营新阶段
Zhong Guo Jing Ying Bao· 2025-07-07 05:09
Core Viewpoint - Central Huijin Investment Co., Ltd. has injected 36.8 billion yuan into China Great Wall Asset Management Co., marking a significant step in the restructuring and professionalization of the asset management company (AMC) sector in China [1][2][4] Group 1: Capital Injection and Structural Changes - The registered capital of China Great Wall Asset Management has been adjusted from 51.2 billion yuan to 10 billion yuan through a reduction, followed by an increase to 46.8 billion yuan after the capital injection from Central Huijin [2][3] - Central Huijin's shareholding increased from 73.53% to 94.34%, while the shareholding of other major stakeholders decreased significantly, indicating a consolidation of control [2][3] - This two-step approach of reducing capital followed by a substantial injection is aimed at simplifying the shareholding structure and enhancing state capital control [3][4] Group 2: Regulatory and Market Implications - The capital injection is seen as a benchmark case for the obligation of major shareholders to supplement capital, aligning with the recent regulatory framework [4][6] - The move is expected to enhance the governance and operational support for AMCs, facilitating their transition from policy-driven entities to strategic risk management platforms [4][7] - The recent regulatory guidelines emphasize the need for AMCs to focus on their core competencies and streamline operations, which is reflected in China Great Wall's divestment of its stake in Changcheng Huaxi Bank [8] Group 3: Ratings and Future Outlook - International rating agencies such as Fitch and S&P have upgraded China Great Wall's ratings following the capital injection, indicating improved creditworthiness and financial stability [6][7] - S&P estimates that the leverage ratio of China Great Wall has returned to levels similar to those before the previous rating suspension, suggesting a stable financial outlook for the next two years [6][7] - The ongoing reforms in the AMC sector are part of a broader initiative to enhance the governance and performance of state-owned financial institutions in China [7][8]
邮储银行山西省分行 助专业镇驶入发展“快车道”
Zheng Quan Ri Bao Zhi Sheng· 2025-07-06 15:41
Core Viewpoint - The article highlights the development of the cultural tourism and health industry in Lingchuan County, Shanxi Province, supported by Postal Savings Bank, which has facilitated the growth of specialized towns and local economies through financial services [1][4]. Group 1: Development of Specialized Towns - Lingchuan County has leveraged its rich resources in traditional Chinese medicine and favorable natural environment to promote the development of a specialized town focused on traditional medicine, tourism, and health [1]. - The specialized town of Lingchuan has been recognized as one of Shanxi Province's second batch of key specialized towns, showcasing its importance in regional development [1]. Group 2: Financial Support from Postal Savings Bank - Postal Savings Bank's Shanxi branch has focused on enhancing financial services for specialized towns, implementing policies to support key industries and improve service capabilities [1][4]. - The bank has provided significant financial assistance, with a total of 178 billion yuan in loans to 1,344 small and micro enterprises across 18 provincial key specialized towns by May 2025 [4]. Group 3: Case Studies of Beneficiaries - Zhao Changming, a local entrepreneur, received a loan of 375,000 yuan from Postal Savings Bank to upgrade his farmhouse into a guesthouse, benefiting from a 35% interest subsidy [2]. - Yu Xueliang, head of a medicinal herb cooperative, was granted a loan of 1 million yuan to expand his business, demonstrating the bank's proactive approach in supporting local enterprises [3].
执业每一课|涉税专业服务机构开票操作指南
蓝色柳林财税室· 2025-07-06 15:22
规格型号 車位 *纳税申报代理*纳税申报代理 请整 *纳税申报代理*纳税申报代理 船税务咨询* 船救多? 直他税务事项代理*其他税务 其他涉税服务*其他涉税服 专业税务顾问*专业税务| 党收等划*税收等划 这北*注销花 纳税情况审查*纳税情》 支付信息 日行 17 17 涉税专业服务内容对应发票品目: 发票品目 涉税专业服务内容 纳税申报代办 纳税申报代理 一般税务咨询 一般税务咨询 专业税务顾问 专业税务顾问 税务合规计划 税收策划 涉税鉴证 涉税鉴证 纳税情况审查 纳税情况审查 其他税务事项代办 其他税务事项代理 其他税务代理 其他涉税服务 5.完成开具 填写完整开票信息后,点击【发票开具】,即可完 版 更多政策内容,您可通过国家税务总局官方网 站,查看《涉税专业服务管理办法(试行)》 (国家税务总局令 第58号) https://fgk.chinatax.gov.cn/zcfgk/c100 011/c5239044/content.html 来源:大连税务 供稿:纳税服务处、大连自贸片区局 编发:税宣办 来源 大连税务 欢迎扫描下方二维码关注: 涉税专业服务有哪些? 涉税专业服务包括以下内容: 01 纳 ...
焦点访谈|多方合力打开求职新通道 聚力攻坚护航毕业生就业
Yang Shi Wang· 2025-07-06 13:53
Group 1 - The core issue is the structural mismatch between the increasing number of graduates and the available job opportunities, with 12.22 million graduates expected in 2025 [1] - Many graduates are struggling to find satisfactory jobs, not due to a lack of opportunities, but because of misalignment between their qualifications and job market demands [3][5] - The "Hundred Counties to Hundred Schools Employment Promotion Action" aims to connect quality job resources in economically strong counties with graduates from universities, particularly in under-resourced regions [9][11] Group 2 - Recent recruitment events attracted over 600 companies from 18 provinces, offering more than 30,000 job positions, thereby facilitating connections between graduates and employers [11] - Innovative roles such as research assistant positions are being created to help graduates transition into the workforce while maintaining their academic aspirations [15] - The introduction of micro-specialties in universities is enhancing students' employability by providing targeted skills training that aligns with industry needs [17][19] Group 3 - Various regions are implementing unique solutions to address employment challenges, such as AI-enabled services and collaborative efforts between government, schools, and enterprises in Heilongjiang [22][24] - The collective efforts of government policies, proactive educational reforms, and active participation from businesses are crucial in bridging the gap between talent and industry requirements [25]
留给文科生的路,不多了?
36氪· 2025-07-06 12:51
以下文章来源于南风窗 ,作者江潮 曾昕 南风窗 . 冷静地思考,热情地生活。 唯有客观审视,方能做好当下的选择。 文 | 江潮 曾昕 编辑 | 吴擎 来源| 南风窗(ID:SouthReviews) 封面来源 | unsplash "对于文科生而言,如果不考公,那么体制外就业方向'大多就是做销售'。" 近日,复播不久的张雪峰,再次将文科生的专业选择和就业问题推上风口浪尖。 争议之下,是文科生比专业选择范围比理科生少的现实。 新高考改革取消了传统的文理分科,2025年,全国29个省份全面实施"3+1+2"新高考模式,在实际教学和志愿填报中,文科生通 常指的是选择了历史类的学生。 根据媒体整理,教育部公布的志愿填报指引文件中,在十二个组合里,物理类考生可选专业数量均都超过了历史类,其中"物理 +化学+X"的选科为专业覆盖率最高的组合,专业覆盖率均达到95%以上,而历史类考生的覆盖率皆低于50%。 《少年派》剧照 此外,近年出现的高校文科撤销潮的趋势和"文科已死"等观点,社会心理层面的变化进一步加剧了文科生对自身前景的焦虑。高 考的半年前,湖南考生沈佳就关注到"文科倒闭潮"的说法,这让他们开始担心,文科缩招后,自己 ...
我省开展七项专业技术人才管理服务改革试点
Liao Ning Ri Bao· 2025-07-05 02:40
Group 1 - The province will focus on addressing bottlenecks and challenges in the professional technical talent sector over the next two years, implementing seven pilot reform initiatives to solve the "last mile" issue in talent management services [1] - A comprehensive tracking service model for postdoctoral researchers will be established, providing one-on-one matching for research training and resources such as startup funding, laboratory space, and personalized services in areas like tax, education, housing, and healthcare [1] - The province will explore new paradigms for "artificial intelligence + continuing education," creating a knowledge graph for professional capabilities and building a cloud learning space and virtual simulation platform to support lifelong learning [1] Group 2 - Talent services will be aligned with national strategic layouts and local industry needs, establishing new professional evaluations and a "green channel" for special talent assessments, particularly in emerging industries like the marine economy [2] - Support will be provided for low-cost innovation and entrepreneurship, including subsidies for original projects, startups, and small enterprises, as well as cross-departmental coordination to address practical challenges [2] - Funding mechanisms such as youth talent funds and seed funds will be utilized to provide startup capital for qualifying projects, along with reasonable equity incentives for entrepreneurial talent [2]
@涉税专业服务机构,提分六步全攻略
蓝色柳林财税室· 2025-07-04 14:22
欢迎扫描下方二维码关注: 想要稳步提升信用积分,在行业中脱颖而出,提分关键六步攻略务必收好哦,小编将手把手教你规避扣分点,快速提 升信用等级! 0 1 第一步:及时精准报送实名信息 2.上传职业证书(税务师/注会等):每证 加5分个人积分 3.加入行业协会(税协/ 注会协 等):且按要求采集了涉税行业协会入会信息的,机构 加25分 ,个人 加3分 关键要点: 涉税专业服务机构应当于首次提供涉税专业服务前,如实向税务机关报送机构及其涉税服务人员的基本信息, 并根据实际情况及时更新相关信息。 机构信息采集时要注意: 如实填写机构类别(税务师事务所、律师事务所、会计师事务所或代理记账机构等)、执业许可 证类别及证书 编码。 人员信息采集时要注意: 除姓名、证件号码等必填项外,"入职日期"也别忘,实际从事涉税专业服务业务的必须采集,从 事行政管理的人员可不采集。 常见扣分点: 涉税专业服务机构基本信息发生变更的,应当 自变更之日起30日内 向税务部门报送《涉税专业服务机构(人员)基本信息 采集表》。 涉税专业服务机构暂时停止提供涉税专业服务的,应当于完成或终止全部涉税专业服务协议后向税务部门更改服务信息和 服务状态; ...
高校研学游不应只是“打卡”
Zhong Guo Qing Nian Bao· 2025-07-03 23:14
进入暑期,高校陆续开启暑期参观模式。近日,一则有关清华北大暑期开放的消息,引发各界关注。据 悉,清华大学除周一为校园休整日外,周二到周日均开放校园。北京大学暑期校园开放时间为7月7日至 8月16日。两校均采取"抽签+即时"预约的参观机制,不向任何机构和个人收取费用。 令人遗憾的是,缺乏对专业内涵的鲜活呈现解构,恰恰是当前游学活动的突出短板。不少家长认为带孩 子看一眼计算机实验室就算接触"热门专业",却不知人工智能专业的核心课程与编程培训有着本质区 别。同样,"自动化"专业不仅是写代码,更是机械、电子、算法等的交叉融合。如果条件允许,中学应 联合高校设计"专业体验包",比如为理工科学生设置简易科研课题,让抽象的专业名称转化为可感知的 实践场景。 "读万卷书,行万里路"。游学古已有之,而今仍然是一种重要的学习教育形式,高校研学游项目尤其火 爆。利用假期,让孩子们到心仪的高校走一走,亲身感受一下大学的气息,激励孩子们努力拼搏,是很 多家长的质朴愿望。然而,很多研学机构往往以名校为噱头吸引学生,其实大多是走马观花而已,甚至 只是与校门合个影,根本就没进入校园。 研学不是一场说走就走的旅行,既要有"游",更要有"学"。 ...
中炬高新董事会换届结果出炉,专业化治理结构获得股东高度认可
Cai Jing Wang· 2025-07-03 12:35
7月3日,中炬高新(600872.SH)发布2025年第二次临时股东大会决议公告,公司第十一届董事会换届 选举结果出炉。根据公告,黎汝雄、林颖、刘戈锐、万鹤群等人超90%的支持率高票当选为公司第十一 届董事会非独立董事,黄著文、李刚、方祥当选为新一届董事会独立董事。 同时,股东大会顺利通过了修订《公司章程》等议案。根据新修订的《公司章程》规定,公司董事会将 新增1名由职工代表大会选举产生的职工董事,后续与此次当选的董事共同组成公司第十一届董事会, 并选举产生新一届董事长。 此次董事会的成功组建,是中炬高新近年来持续深化专业化治理的关键一步,通过引入更丰富的行业经 验与资源,为公司的战略转型与全国化布局注入新动能。同时,将进一步优化内部决策机制,全面提升 资产运营与业务拓展的效率,进而为企业长期盈利能力的提升奠定坚实基础。 专业化治理改革赢得市场肯定,新一届董事会再迎强援 第十一届董事会在投资者高票支持下顺利诞生,预示着公司已全面进入"战略落地年"的攻坚期。一个团 结、专业、富有远见的领导核心,是确保宏伟蓝图转变为高质量增长现实的最有力保障。 在专业化的董事会带领下,中炬高新有望以更强的决心和更快的节奏推动公司 ...