每经编辑｜何小桃 据红星资本局报道，近日"90后"游资大佬刘鑫公开发布征婚启事，引起金融圈内的广泛关注。 在这份征婚启事中，刘鑫介绍，"本人是职业投资人，90后，目前是超10家上市公司十大股东，最大自然人股东，比如大金重工，国晟科技等等。""立志 超越巴菲特，成为中国乃至全世界最优秀的投资家。愿为此奋斗终生！" 刘鑫介绍自己，"身高185cm，长相端正，目前较胖，但是肯定不丑。""烟台、杭州有房有车（幻影、库里南等）。" 据红星资本局报道，12月3日，刘鑫告诉记者，真正做投资大成的人，很多都是"恋爱脑"。"恋爱脑"的特征就是只为对方考虑，不断迎合和包容，其实对 投资市场也是如此。 "你无法改变市场和其他人的想法，只能改变自己，所以市场也改变了我，让我成为'恋爱脑'。做投资，个人的想法是微不足道的，要迎合时代趋势和市 场观点。有些人投资经常失败，就是过于主观和强势。总认为自己是对的人，永远做不好投资。"刘鑫说。 刘鑫表示，想门当户对基本也不现实，个人认为一个人的综合素质最关键。 刘鑫在征婚启事中表示，希望另一半是"恋爱脑"，以感情为中心，因为他自己就是"恋爱脑"。 刘鑫表示，在发布征婚启事后，申请添加他微信好友 ...

近日，游资大佬刘鑫公开发布征婚启事，引起金融圈内的广泛关注。 刘鑫在征婚启事中表示， 他自己是"恋爱脑"，希望另一半也是"恋爱脑"。12月3日，刘鑫表示，"真正做投资大成的人，很多都是'恋爱脑'。'恋爱脑'的特 征就是 只为对方考虑，不断迎合和包容。其实对市场也是如此，你无法改变市场和其他人的想法，只能改变自己。所以市场也改变了我，让我成为'恋爱 脑'。" 2日，记者在尝试向刘鑫发送微信好友申请时，一度无法成功发送申请。对此，刘鑫表示， 发布征婚启事后，每天有几百个人加他微信好友。 刘鑫表示， 他比较宅，社交活动比较少，工作强度大（指他会花大量时间研究政策方向、技术趋势、行业趋势和相关公司基本情况等），所以 长时间处 于单身状态，他认为在公众号公开发布征婚启事的方式，能最大程度、最快地筛选出他想要找到的人。刘鑫还透露，目前，他已经遇到几个可以进一步了 解的人，但暂时还没作出决定。 也有网友质疑刘鑫的投资风格是通过段子或相关消息煽动情绪，吸引散户接盘，自己则在股价高位悄悄出货， 此次征婚或许也是套路。刘鑫则回应称， 类似的谣言、阴谋论很多，但从最基本的合法性问题考虑，如果说他煽动情绪短期卖出，这是做反向交易，是 ...

Core Viewpoint - The initiative "New Era, New Fund, New Value" aims to promote the high-quality development of public funds in Beijing, supported by various financial institutions and media, following the implementation of comprehensive financial support measures for economic development [1] Group 1: Market Environment - Since the launch of the financial support measures on September 24, 2024, the capital market reforms have progressed, leading to a systematic restructuring of market infrastructure and ecosystem [1] - The removal of barriers for long-term capital entry has improved investor confidence, contributing to the stabilization and recovery of the A-share market this year [1] Group 2: Characteristics of Long-term Capital - Long-term capital is characterized by stable funding sources, long usage cycles, and a focus on value preservation and appreciation over time, including social security funds, pension funds, insurance funds, and other investment vehicles [1] - Compared to short-term investments, long-term investments reduce decision-making frequency and mitigate the impact of market volatility, leading to improved investment returns and experiences [1] Group 3: Role of Long-term Capital - Long-term capital serves as a stabilizing force for the market, with recent guidelines issued by central financial authorities to promote its entry into the market [2] - It is also a key driver for technological innovation and industrial transformation, providing essential funding for new technologies and major research initiatives [2] Group 4: Strategies for Long-term Investment - The company is enhancing its research capabilities and investment strategies to better serve long-term capital needs, focusing on new technologies and industries [3] - There is an emphasis on developing a diverse product system tailored to the investment demands of long-term capital, including social security and pension funds [3] Group 5: Future Outlook - The company plans to continue improving governance mechanisms and integrating investor interests into its long-term assessment framework [4] - Efforts will be made to innovate low-volatility products and promote index-based investments to better serve long-term investors and support the healthy development of the capital market [4]

Group 1 - M2 (broad money) balance reached 330.29 trillion yuan at the end of June, with a year-on-year growth of 8.3%, indicating a stable monetary environment [3] - M1 (narrow money) balance was 113.95 trillion yuan, with a growth rate of only 4.6%, suggesting a slowdown in economic activity and a preference for long-term investments over short-term liquidity [3][4] - The increase in cash (M0) by 12% and a net cash injection of 363.3 billion yuan in the first half of the year indicates a resurgence in offline consumption and a preventive cash-holding behavior among residents [5][6] Group 2 - The data reflects three key signals: 1. Corporate confidence is recovering, but short-term funding needs remain weak due to uncertain orders and policy outlook [7] 2. Residents maintain a "precautionary savings" mindset, with significant increases in deposits but minimal growth in loans, reflecting cautious consumer behavior [8] 3. Government bond net financing reached 7.66 trillion yuan in the first half, indicating a strong fiscal policy focus on infrastructure and social projects, while monetary policy remains supportive [9] Group 3 - Investment strategies should focus on sectors benefiting from government support, such as new infrastructure and high-end manufacturing, as well as recovering consumer sectors like retail and tourism [10][11] - Companies that are willing to invest in long-term loans are likely upgrading technology or exploring new markets, making their R&D investments a key area for analysis [12]

Group 1 - The Ministry of Finance issued a notice to guide insurance funds towards long-term stable investments, adjusting performance evaluation indicators for state-owned commercial insurance companies to include a combination of annual, 3-year, and 5-year indicators with respective weights of 30%, 50%, and 20% [1] - The adjustment means that long-term investment returns will account for 70% of the evaluation, allowing insurance funds to act as a stabilizing force in the market and facilitating their entry into the stock market [1] - The notice addresses the issue of short-term investment by insurance funds, enabling them to focus on long-term investment strategies for maximizing returns [1] Group 2 - Following the notice, insurance funds are expected to become true long-term capital, but the ultimate direction of these investments remains a concern [2] - To attract more insurance funds into the A-share market, a profitable market environment must be established, as the current stagnation around 3000 points hinders long-term investment [2] - Improving the quality of listed companies is crucial for investment returns, necessitating strict controls on IPOs to prevent low-quality companies from entering the market [2] - Addressing shareholder reduction issues is essential, including limiting major shareholders' holdings and reducing the impact of compliant reductions on the market [2] - Systematic barriers must be cleared, such as the contradiction between encouraging long-term investments and allowing short-selling, which undermines market stability [2]