阿联酋《国民报》10月1日消息，随着中东北非地区经济多元化程度不断提升，2025年前9个月，两家阿 布扎比主权财富基金成为该地区最活跃的投资者。全球主权财富基金(Global SWF)近期发布的《2025年 中东和北非行动指南》指出，截至9月底，中东北非地区的主权财富基金共通过97笔交易，投入563亿美 元。穆巴达拉以174亿美元的投资额位居榜首，其次是阿布扎比投资局（ADIA），投资额达96亿美元， 这两家主权财富基金几乎占据了该地区所有投资活动的一半。紧随其后的是卡塔尔投资局（76亿美 元）、沙特阿拉伯公共投资基金（62亿美元）和阿布扎比控股公司（48亿美元）。 （原标题：阿布扎比主权财富基金支出领跑中东北非地区） ...

Group 1 - The Norwegian Sovereign Wealth Fund reported a 6.4% return in Q2, marking its best quarterly performance since the end of 2023, with a total fund size of $1.9 trillion [1] - The fund's performance was primarily driven by equity investments, achieving an 8.45% return on equity assets, with significant contributions from non-listed infrastructure investments [1] - Approximately two-thirds of the fund's assets are allocated to the stock market, covering around 8,700 listed companies across 44 countries, with a strong focus on major US tech companies [1] Group 2 - Energy stocks in the fund's portfolio had an overall return of 6.3% in the first half of 2025, despite fluctuations in oil prices due to geopolitical tensions [2] - European stock markets outperformed globally with a 17.8% increase, while North American markets only rose by 1.4%, highlighting regional performance disparities [2] - The financial sector was a key driver of returns, achieving a 16.5% return and representing 17% of the stock investments, with European bank stocks benefiting from improved profitability [2] Group 3 - The fund has faced controversy over investments in companies linked to the Israel-Gaza conflict, leading to the termination of partnerships with external management firms and withdrawal from 21 Israeli companies [3] - The fund follows a passive investment strategy based on benchmarks set by the Ministry of Finance, with a focus on global equity indices and a fixed income allocation of 70% government bonds and 30% corporate bonds [3] - The report reflects both structural opportunities amid global market volatility and the challenges of balancing geopolitical and ethical investment considerations [3]

Group 1 - The Indonesian Minister of Economic Affairs proposed that the United States collaborate with Indonesia's sovereign wealth fund Danantara to invest in critical minerals [1]

Core Viewpoint - The significant reduction in holdings by major sovereign wealth funds, specifically the Norwegian Sovereign Fund and the Singapore Government Fund, raises concerns about the outlook for the panel industry and indicates a bearish sentiment towards the market [1][2]. Group 1: Norwegian Sovereign Fund - The Norwegian Sovereign Fund reduced its holdings in Innolux by approximately 31.9%, dropping from 11,735,166 shares to 7,279,581 shares, which decreased its ownership percentage from 1.29% to 0.88%, making it the eighth largest shareholder [1]. - The fund's decision to sell off shares is attributed to the downturn in the panel market following the pandemic, which led to Innolux's performance declining from its previous peak [1]. Group 2: Singapore Government Fund - The Singapore Government Fund decreased its holdings in Innolux by about 28.5%, from 91,746,766 shares to 57,281,07 shares, reducing its ownership percentage from 1.01% to 0.72%, thus becoming the tenth largest shareholder [2]. - Similar to the Norwegian fund, the Singapore Government Fund's reduction in holdings is linked to the negative shift in the panel market post-pandemic, impacting Innolux's financial performance [2]. Group 3: Other Shareholders - Other foreign institutional investors, such as Standard Chartered Bank, have also exited the top ten shareholders list, indicating a broader trend of reduced confidence in Innolux [2]. - Advanced Star Light Fund and Vanguard Emerging Markets Stock Index Fund remain in the top ten shareholders, holding 1.31% and 1.2% respectively, suggesting some continued interest from specific investment vehicles [2].