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墨西哥国立自治大学教授:中国为复杂国际环境注入确定性与正能量
(原标题:墨西哥国立自治大学教授:中国为复杂国际环境注入确定性与正能量) 南方财经 21世纪经济报道记者赖镇桃 12月1日上午,2025年"读懂中国"国际会议开幕式在广州举行。来自全球数十个国家的政要、学者、企 业家及国际组织代表齐聚一堂,围绕中国发展理念、全球治理挑战、文明交流互鉴等关键议题展开深入 对话。 拉赫梅指出,在国内发展层面,中国持续推进科技自主与创新突破,在关键技术领域实现对美国的快速 赶超,构建起完善的资本市场体系,推动经济高质量发展与金融领域国际化进程,为自身参与全球竞争 与合作筑牢根基。 在国际角色上,中国始终在积极推进多边主义。拉赫梅表示,中国以共建"一带一路" 为纽带拓展全球 发展布局,通过上合组织峰会等多边平台深化国际伙伴关系,依托全球治理、发展、安全、文明四大倡 议搭建合作桥梁;始终聚焦南方国家发展诉求,以包容共赢的姿态推动联合国改革与全球秩序优化。 "在全球新格局的形成过程中,中国成为维护世界稳定、促进共同发展的重要力量,为复杂国际环境注 入确定性与正能量。"拉赫梅总结道。 在大会演讲环节,墨西哥国立自治大学社会和政治科学学院教授阿尔费雷多·哈里费 - 拉赫梅将2025年 为关键 ...
降息预期偃旗息鼓纸黄金承压
Jin Tou Wang· 2025-09-25 03:17
Group 1 - The current trading price of paper gold is around 855.12 yuan per gram, with a slight decline of 0.31% [1] - The highest price reached was 859.96 yuan per gram, while the lowest was 852.21 yuan per gram, indicating a short-term bearish trend [1] - The key resistance level for paper gold is identified between 860 yuan per gram and 870 yuan per gram, while the important support level is between 830 yuan per gram and 850 yuan per gram [3] Group 2 - Stephen Milan, a new Federal Reserve governor, proposed aggressive interest rate cuts, supporting Trump’s policies, but faced skepticism from the market [2] - The market's skepticism stems from perceived flaws in Milan's theoretical foundations, particularly regarding the potential effects of Trump's policies on labor supply and inflation [2] - The current economic indicators, such as a projected GDP growth rate exceeding 3% for Q3, suggest resilience in the economy, contradicting the need for aggressive rate cuts [2]
三大投资策略应对不确定的市场环境
Guo Ji Jin Rong Bao· 2025-06-25 11:40
Group 1 - The current market environment is characterized by rising inflation, increased business cycle volatility, and de-globalization trends, indicating a new era in the global economy [1] - The "Liberation Day" tariff policy in the U.S. reflects these new trends, showcasing volatility and de-globalization tendencies that are emblematic of the current global economic landscape [1] - Investors are advised to focus on their investment goals and shield themselves from external disturbances in this uncertain environment [1] Group 2 - In the new economic landscape, the stock market has undergone profound changes, with a higher capital cost and increased volatility, making it challenging for many companies to survive [2] - High-quality stocks, characterized by high return on equity, low leverage, and stable earnings, are more likely to outperform competitors in a survival-of-the-fittest environment [4] - Active managers may have an advantage over passive managers in identifying high-quality companies due to their ability to employ qualitative analysis [4] Group 3 - The new economic normal features increased uncertainty in interest rates and government bonds, complicating the balance between promoting economic growth and controlling inflation [5] - Traditional views of government bonds as safe-haven assets are being challenged due to the increased uncertainty surrounding them [6] - A strategic and adaptive bond allocation strategy is essential in the current environment, as the previous "set it and forget it" approach is no longer effective [6] Group 4 - Market volatility presents opportunities for high-yield investors, with widening spreads and increased differentiation among regions, industries, and issuers [7] - The U.S. and European high-yield investment products currently offer attractive yields, with Europe standing out due to its larger, more diversified market and improved overall quality [7] - High-yield investments can provide a balanced strategy by combining growth potential and risk hedging, but investors must also consider the long-term sustainability and quality of yields [7] Group 5 - The new economic era is expected to be more challenging than the post-financial crisis environment, with uncertainty potentially causing anxiety among investors [8] - Focusing on investment quality and employing flexible fixed-income strategies are crucial for navigating this turbulent period [8] - The changes in the economic landscape present new opportunities for investors who know how to identify and capitalize on them [8]
活动邀请 | 金属贸易格局研讨会
Refinitiv路孚特· 2025-05-08 05:22
Core Viewpoint - Geopolitical risks and economic decoupling are reshaping the global commodity market landscape, necessitating precise market trend predictions for companies to seize opportunities during transformations [1] Group 1: Event Overview - LSEG will co-host a high-profile industry seminar with LME on May 19, 2025, focusing on U.S. tariff policies, global supply chain resilience, and the upgraded role of Asian markets [2] - The event aims to analyze core drivers of the metal market, technological innovation pathways, and potential growth spaces, gathering authoritative figures from the metal industry and trade sectors [2] Group 2: Agenda Highlights - The seminar will include guest registration, opening remarks, and a networking session, starting at 15:00 and concluding at 19:00 [4][5] Group 3: Data and Insights - Commodity data is a valuable resource, and obtaining the right information at the right time is crucial for success in commodity trading [7][8] - Each data point, from oil storage levels to grain quality in the Black Sea region, adds critical information to global trading decision-making processes [9] - Utilizing structured approaches to leverage fundamentals, supply and demand, vessel tracking, reserves, and alternative data sources can provide traders with a competitive edge [10] Group 4: Trading Solutions - LSEG offers specialized trading software and insights into energy, agriculture, and metal markets, enhancing competitive advantages in commodity trading [11][12] - The company has one of the largest commodity databases globally, supported by a strong analyst team and exclusive partnerships, streamlining the end-to-end workflow in commodity trading [13] Group 5: Sector-Specific Solutions - Energy trading solutions cover a global ecosystem of oil, gas, electricity, coal, and carbon assets, supported by exclusive partnerships with major data providers [15][16] - Metal trading solutions utilize comprehensive data and analysis methods, including machine learning and AI, to predict market trends across various metal markets [17][18] - Agricultural trading solutions leverage robust fundamental data and alternative sources to forecast price trends, ensuring reliable information for soft commodity trading [19][20] - Shipping trading insights are provided through a team of maritime experts, offering unique perspectives on global shipping transactions [21] Group 6: Data Aggregation and Digitalization - LSEG specializes in standardizing and structuring multiple data sources to generate actionable insights, ensuring reliable solutions for global trading companies [22] - The company ensures access to required information in any digital format, integrating proprietary or third-party data flexibly [22][23]