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中国资本市场全球化3.0时代
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前华尔街投行分析师:用“全球视角”看中概股
格隆汇APP· 2025-12-21 07:32
2025年,中国资本市场在"双循环"新格局下加速蜕变:科创板"1+6"改革深化硬科技企业培育,创业板准入标准迭代适配未来产业,中长期资 金入市规模创历史新高。在全球货币政策分化与地缘重构的背景下,人民币资产配置价值凸显,外资年内净增持境内股票超千亿元,中国正成 为全球资本再平衡时代的核心锚点。 值此历史性转折期,格隆汇将于 2025年12月22日星期一下午 举办 【"科技赋能·资本破局"——线上分享会】。 格隆汇中概研究院院长 此前,Marco曾在Watertower Research担任高级分析师,在华盛证券投资银行部担任执行董事,在国信证券(香港)担任副总裁,并在美 国 Roth Capital Partners担任高级经理。在Roth Capital 期间,他完成了35笔以上投行交易,包括首次公开募股(IPO)、增发和并购,总 交易价值超过35亿美元,涉及中国和美国的中小型公司。他主导了 6 家中国企业在纳斯达克和纽约证券交易所的IPO,总交易价值超过2.6亿 美元。Marco拥有华北电力大学的金融管理学士学位和佩珀代因大学的应用金融硕士学位。 "科技赋能 · 资本破局" 线上分享会 执棋者谋势,破局者 ...
不只是泡沫之争:展望AI的真实机会与变革场景‌
Xin Lang Cai Jing· 2025-12-20 09:51
Group 1 - The core viewpoint of the article highlights the transformation of China's capital market under the "dual circulation" strategy, emphasizing the deepening of the "1+6" reform on the Sci-Tech Innovation Board and the iterative adaptation of the ChiNext admission standards to future industries [2] - In 2025, the scale of medium- and long-term capital entering the market is expected to reach a historical high, with foreign capital net increasing its holdings of domestic stocks exceeding 100 billion yuan, positioning China as a core anchor in the global capital rebalancing era [2] - The article announces an online sharing session titled "Technology Empowerment · Capital Breakthrough" scheduled for December 22, 2025, featuring insights on AI technology development and investment opportunities in China [2][6] Group 2 - The event will include presentations from notable speakers, including Kong Rong, Deputy General Manager and Chief Analyst of Overseas Research at Guolian Minsheng Research Institute, who will analyze the forefront of AI technology and its implications for investment [2][8] - The team behind the event has established strong global research resources and maintains close communication with leading companies in Silicon Valley, focusing on core sectors such as internet & Web3, new consumption, and emerging technologies [4] - The agenda includes a session led by He Zhaohui, Deputy Director of Huajin Securities Research Institute, focusing on the power equipment and new energy industry, and the announcement of the "Jingge Award" for outstanding companies [7]