Group 1 - The State Council Financial Stability Development Committee held a special meeting to discuss the current economic situation and capital market issues, emphasizing the need for coordinated efforts among financial regulatory bodies [1] - The People's Bank of China proposed that monetary policy should proactively respond to economic conditions, maintain moderate growth in new loans, and support small and medium-sized enterprises while ensuring the stability of the real estate market [1][2] - The China Securities Regulatory Commission (CSRC) highlighted the importance of implementing a stock issuance registration system and enhancing support for private enterprise bond financing, as well as promoting venture capital development [2] Group 2 - The China Banking and Insurance Regulatory Commission (CBIRC) emphasized the need to support the stable operation of capital markets and promote direct financing while encouraging long-term investment strategies among financial institutions [3] - The State Administration of Foreign Exchange (SAFE) focused on maintaining a stable foreign exchange market and enhancing monitoring and macro-prudential management to mitigate external risks [3]

中金公司表示，自2021年高点以来，中概股整体持续下行并跑输全球主要市场，进入2022年更是再 遭重创。受多重因素影响，海外中资股市场自2022年2月中旬以来便持续下跌，全年表现落后于几乎全 球所有大类资产，当前中概股市场整体估值已经跌至长期历史均值一倍标准差以下的低位。 今年以来，多只中概股持续调整，但包括桥水基金、景林资产、贝莱德等在内的不少国际资管巨头 却选择逆势加仓。专家表示，国际资管巨头对于中国资产依然长期看好，中国资产吸引力仍存，尤其是 一些低估值、高质量的公司。 桥水、景林加仓中概股 近段时间，多只中概股持续调整，但不少国际资管巨头却选择逆势加仓中概股。 近日，全球最大对冲基金桥水基金向美国证交会（SEC）提交了一季度13F美股持仓报告。报告显 示，中概股成为加仓重点，阿里巴巴、拼多多、百度等中概股均获增持。其中，桥水一季度增持阿里巴 巴321.22万股，刷新近年来的季度增持股数的纪录，增持幅度达75%，增持后持仓股数达748.05万股， 持仓市值达8.14亿美元，位列第六大重仓股；拼多多获增持227.75万股，增持幅度达85%，增持后持股 数达493.94万股，持股市值达1.98亿美元；百度获 ...