南都讯 围绕AI、人工智能、生物医药、金融等7大重点领域组织主题招商活动；精心设计13条投资考察 线路、超200家世界500强企业及跨国公司应邀参加……2025深圳全球招商大会将于12月5日在深圳会展 中心（福田）举行。 11月28日，深圳市政府新闻办举行2025深圳全球招商大会新闻发布会，深圳市投资促进局副局长刘振强 介绍大会筹备情况，并与市委金融办副主任朱江，市发展改革委党组成员、市大湾区办专职副主任许云 飞，市科技创新局副局长邵钢，市工业和信息化局副局长谭岱，市文化广电旅游体育局副局长何建辉， 就深圳金融领域招商引资、营商环境、科技创新、人工智能产业、文旅产业、吸引外资等情况答记者 问。 预计参会企业及机构将超过600家 2025深圳全球招商大会以"开放链全球 创新领未来"为主题，致力打造全方位、宽领域、高水平的投资 合作平台，更好发挥深圳作为大湾区核心引擎城市的积极作用,进一步提升深圳对全球资源的吸引力和 辐射力。 "深圳持续健全'大招商'格局，坚持以'心诚+行程'面向全球精准招商引资，持续擦亮'投资深圳'品牌， 努力打造'全球最佳投资首选地'。"刘振强介绍，本届大会将采用"1+7+N"的系列活动形式 ...

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责任编辑：张恒星 在我的职业生涯当中，我认为投资其实是不要给自己留遗憾的事业。当我们回归从研究员到资产管理者 到自己创业、到此刻、甚至到未来的一生当中，我们不要给自己留遗憾。 但斌在谈到东方港湾基金时，表示我们的持仓其实就是一幅画卷，我们基金经理的持仓本身就是对这个 世界的描绘，看你怎样去看待这个世界，怎么去下注。 11月28日，2025分析师大会举行，专家学者、券商基金私募掌舵人、首席分析师等齐聚一堂，共寻穿越 周期的投资真谛。东方港湾董事长但斌主旨演讲。 但斌表示，作为投资人来说，其实包括我在做研究员的时候，就知道，知行合一是最难的。 ...

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Core Viewpoint - The A-share market experienced significant adjustments, with major indices like the Shanghai Composite Index and Shenzhen Component Index seeing declines of nearly 4% and over 5% respectively, marking the largest weekly drop since April 7 [1][2] Market Performance - The adjustment period from November 17 to 21 saw the ChiNext Index drop by 6.15%, indicating a broad market downturn [1] - On November 24, Industrial Fulian, a major player, faced a sharp decline, hitting the daily limit down, while the lithium battery sector also continued to fall [1] Market Sentiment - There is a notable increase in market anxiety, with various factors being cited for the downturn, including Japanese market influences and U.S. interest rate discussions [2][3] - The article emphasizes that while these factors are relevant, they do not fully explain the market's behavior [4] Investment vs. Speculation - The distinction between investment and speculation is highlighted, with investment being characterized by earning from company profits and dividends, while speculation is described as a zero-sum game driven by market emotions [11][18] - The article suggests that many investors lack patience, leading to confusion between investment and speculation [12][16] Market Valuation - Current market valuations are deemed reasonable, with specific sectors like white goods and livestock showing strong earnings growth that supports their price levels [26] - For instance, the white goods sector has a price-to-earnings (P/E) ratio of 11.11 and a dividend yield of 5.07%, indicating solid fundamentals [26] Fund Flows - Recent data shows a net inflow of 701.21 billion yuan into stock ETFs, with broad index ETFs being the primary beneficiaries, suggesting a strategic repositioning by investors rather than panic selling [29] - The article notes that many sectors are experiencing price recoveries, indicating a lack of panic among investors [32]

Core Insights - The article highlights the unique partnership of fund managers Ge Lan from China Europe Fund and Fe Yi from GF Fund, emphasizing their successful investment strategies in the pharmaceutical and technology sectors while maintaining professional independence and personal harmony [1][3][4] Group 1: Individual Achievements - Ge Lan has a notable background with a degree in Engineering Physics from Tsinghua University and a PhD in Medicine from the US, transitioning into a top pharmaceutical fund manager [3] - Since managing the China Europe Medical Health Mixed Fund in 2015, Ge Lan has become a representative figure in pharmaceutical investments, known for identifying high-potential "dark horse" companies [3] - Fe Yi began his career in traditional industries like steel and coal, later finding his niche in the TMT sector, and has been managing the GF Technology Pioneer Mixed Fund since 2017 [3] Group 2: Investment Philosophy - Ge Lan's investment approach focuses on understanding a company's core competitiveness and growth prospects, which has led to significant returns for investors [3] - Fe Yi's investment style is characterized by a steady and clear focus on long-term growth value rather than short-term gains, reflecting his personality traits [3] Group 3: Collaborative Dynamics - The couple maintains independent investment judgments while benefiting from each other's industry insights, rooted in mutual respect and trust developed over years [4] - Their ability to understand and provide constructive feedback to each other in a high-pressure industry is highlighted as a unique advantage [4] - The article appreciates their choice to be supportive partners both professionally and personally, creating a warm and ordinary narrative in their lives [4]

Core Viewpoint - The company Fu Sen Mei (002818.SZ) is facing significant management challenges as both its Vice General Manager and Board Secretary, Zhang Fengshu, and its Chairman, Liu Bing, are under investigation by local authorities, which may impact its operations and investor confidence [1][2][3]. Company Overview - Fu Sen Mei primarily operates in the home furnishing market, focusing on self-operated stores in Sichuan Province, with over 1.25 million square meters of self-operated store space and more than 3,500 merchants as of the end of 2024 [1]. - The company has multiple locations in Chengdu, including three home furnishing stores and a large building materials market with an area of 360,000 square meters [1]. Management Changes - Zhang Fengshu, aged 57, has been with Fu Sen Mei since 2009, serving as Vice General Manager and Board Secretary. His annual salary for 2024 was reported at 1.12 million yuan [2]. - Liu Bing, the Chairman, was also placed under investigation four months prior to Zhang, raising questions about potential connections between their cases [2]. Shareholding Structure - Liu Bing is the controlling shareholder of Fu Sen Mei, holding 43.7% of the shares, while his associates Liu Yunhua and Liu Yi hold 27.70% and 8.71%, respectively, giving them a combined control of 80.11% [3]. Financial Performance - Fu Sen Mei has experienced a decline in performance, with 2024 revenues of 1.429 billion yuan, down 6.18% year-on-year, and a net profit of 690 million yuan, down 14.39% [3]. - For the first three quarters of 2025, the company reported revenues of 924 million yuan, a decrease of 14.35%, and a net profit of 477 million yuan, down 12.60% [3]. Project Investment - The "Home Paradise" project has been a significant investment for Fu Sen Mei, with total expenditures reaching 1.756 billion yuan, including 289 million yuan in 2024, but it has reported a loss of 36.67 million yuan for the reporting period [4]. - The project has been cited as a contributing factor to the company's declining performance amid a challenging market environment [3][4]. Market Reaction - Following the announcement of the investigations, Fu Sen Mei's stock price rose by 0.71% to 11.29 yuan per share, although it has seen a decline of approximately 10% from around 12.6 yuan prior to Liu Bing's investigation [4].

Core Insights - The individual has over 25 years of experience in various sectors of the investing world, including private banking, investment management, and venture capital [1] - Currently serves as a partner at RIA Advisors in Houston, Texas, focusing on investment analysis, research, and market commentary [1] - The approach taken is often contrarian, emphasizing common sense and real-world experience in investment discussions [1] Company and Industry Analysis - RIA Advisors produces a weekly subscriber-based newsletter, RIA Pro, which addresses economic, political, and market topics relevant to investors [1] - The daily blog written by the company reaches a wide audience, including both individual and professional investors, indicating a strong engagement with the investment community [1]

Service Overview - Meitou Pro offers professional stock research for Chinese investors, providing a 7-day free trial for new users [1] - The platform includes Pro Stocks for tracking popular stocks, Pro Market for macro reports, Pro ETF for passive income opportunities, Pro News for daily summaries, Pro Academy for systematic learning, Pro Q&A for investment insights, and Pro Trading for real-time trade sharing [1] - Meitou Pro features over 500 in-depth analysis videos and over 10,000 text analyses [1] Content Focus - The platform offers content on various investment topics, including postmodern cycles, electric vehicle investment, strategies to "beat Wall Street," and the "endgame" of US Treasury bonds [1] - Risk quantification is addressed, along with popular works series, ETF investing from beginner to expert, and the ceiling of AI investment [1] - Content also covers topics like avoiding bank savings, identifying ETFs that survive bull and bear markets, and avoiding common bull market traps [1] - Investment planning, reasons for financial struggles, emotional vs rational investing, inflation strategies, and asset allocation are also covered [1] Options Trading Education - Meitou provides options trading education, including a series of tutorials covering the basics, practical demonstrations, and strategies for using traditional stocks for options [1] - The platform also offers insights on how to trade options during earnings season and how to interpret financial reports [1] Investment Strategies - The platform provides insights into value investing, risk management, wealth accumulation, dividend stock investing, and the utility of technical analysis [1] Investment Psychology - Content addresses investment psychology, including becoming an unemotional investor and using psychology to succeed in investing [1] - The platform also explores the psychology of losing money in the stock market [1] Industry Analysis - Meitou offers industry-specific analyses covering sectors like payment processing, cloud computing, healthcare, streaming, Chinese stocks, cannabis, the metaverse, and AI [1] YouTube Channels - Meitou has additional YouTube channels: "Meitou Kan News" and "Meitou Jiang Options" [1] Contact Information - Business cooperation inquiries can be sent to meitouinvesting@gmailcom [1] - The WeChat public account is Meitou_Investing, and the WeChat ID is meitoujiangmeigu [1]

对于家里经济条件一般的家庭长大的人来说，比如我，很多令人习以为常的 “常识” 是从二十多岁开始才知道的比如，牙齿不齐是需要去整牙的，脊柱侧弯是需要去矫正的，轻度的近视在青少年阶段用角膜塑形镜是可以很大程度延缓近视度数加深的身体健康的养护和矫正，都是只有在 18 岁以下的黄金时期效率最高。再比如多语言环境，人年纪越小学语言越容易,并且多语言环境能促进大脑发育哪怕现在已经在做这些矫正项目让自己更健康，开始学一些小语种，可能也是有点追求完美主义，偶尔深夜想到这些还是会有遗憾，碍于客观的条件没能在最正确的时候做最正确的事，到了一把年纪了才知道补救贫穷局限了视野和认知，但感谢过去的贫穷让人更知道机会可贵，错过好的 timing 是多么可惜的事。和投资一样，在正确的时间做正确的事，举例就是在 early stage 开始玩 sol meme，随便买什么，大多都去了 100M，而到了下行期才开始玩 sol meme 扫链，10M 都难 ...