中国特色金融
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中保投资十年累计管理超4500亿元保险系“耐心资本”崛起
Shang Hai Zheng Quan Bao· 2025-12-14 19:43
国 际 集 团 战 略 合 作 协 议 签 约 仪 式 85年6月16日 ge 2 TFFFFF MOORE c 三 IT D lu popl 8 I a r 陪伴中国"英伟达"们成长,真金白银"撬动"上海旧改……中央多次倡导壮大耐心资本,作为保险行业基 金管理平台,十年探索,中保投资有限责任公司(简称:中保投资)用创新实践书写时代答卷。 规模大、期限长、来源稳,保险资金作为现代金融体系重要的源头活水,天然具有长期投资、耐心资本 的属性,但如何能从愿投、能投到敢投、善投,2015年12月18日,中保投资在上海的成立成为一个新的 起点。 目前,中保投资累计管理规模超4500亿元,成为国内长期投资、耐心资本领域不容忽视的一支新兴力 量。"过去十年,我们以另类投资为主。"中保投资董事长贾飙表示,适应新发展要求,未来将积极布局 12月5日,成立仅5年的"国产GPU第一股"摩尔线程在科创板上市,同一日,另一家国产GPU企业沐曦股 份启动申购,当天被称为是国产GPU的高光时刻。 市场集体关注的背后,是GPU国产芯片的巨大市场机遇。在全球AI浪潮席卷背景下,GPU是支撑数字 经济的底层基石,而这一领域长期被国外企业垄断,如 ...
大国金融:全球金融变局下的中国机会
Sou Hu Cai Jing· 2025-06-03 07:12
Group 1 - The book discusses the evolution of finance and the current choices faced by China and the United States, highlighting the development and market issues in finance [3][5] - It examines the collective decline of the American banking industry, illustrating the chain reaction of bank failures and the underlying logic, emphasizing that information and credit are the soul of the financial industry [7][10] - The book identifies a significant slowdown in the U.S. economic growth and stresses the urgency for China to find a third path distinct from Wall Street, as finance stands at a historical crossroads [10] Group 2 - The second section analyzes why traditional financial theories are no longer applicable, discussing three major debates in economics and the unique expression of finance in China [11] - It emphasizes that the evolution from financial capital to industrial capital is not merely a mechanical transfer of funds but requires organic integration to build a new capital model aligned with technology and industry [13] - The book outlines three stages of financial development in China, from the initial phase of supervision without regulation to the era of stricter regulation in internet finance [14] Group 3 - The third section explores the cyclical nature of financial crises, identifying four key time points that reveal the essence and fate of financial crises, as well as the underlying logic of the financial system facing collapse [16] Group 4 - The final section discusses new trends and missions in finance, focusing on the international financial decisions that reshape currency and the reconstruction of China's financial credit [17][19] - It provides insights into the evolution of the international monetary financial system and the characteristics of financial crises, offering new perspectives for China's financial development [21]