股权投资时代

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九方智投控股(09636)旗下九方智投攒的这场高端局,回应了股权投资时代的“必答题”怎么解
智通财经网· 2025-05-23 05:14
Core Viewpoint - The forum emphasizes the importance of developing a robust capital market in China as part of the financial power strategy, highlighting the need for investors to adapt their investment approaches to the new normal [1][2]. Group 1: Economic and Market Context - The current global economic and geopolitical landscape is undergoing significant changes, necessitating a stable and active capital market, which has become a top-level design priority [1]. - The recent secondary listing of CATL in Hong Kong set a record for the largest IPO in nearly three years, indicating a critical moment for the development of direct financing and capital markets in China [2]. Group 2: Expert Insights - Liu Jipeng argues that revitalizing the stock market is essential for reversing economic downturns and that a strong financial sector will enhance China's position in global power dynamics [2]. - Xiao Lisheng expresses optimism about the medium to long-term development of China's stock market, noting signs of stabilization in consumer spending and the real estate sector [3]. - Hu Xianghui discusses the journey of China's technological self-sufficiency and its importance in overcoming the middle-income trap, emphasizing sectors like AI and biotechnology as future investment opportunities [3]. Group 3: Strategic Outlook - Hou Wentao provides insights into the A-share market, identifying external tariffs and internal policies as key variables affecting market performance, and suggests that there are many tools available to support the market [4]. - The forum collectively aims to contribute to the high-quality development of China's financial market, encouraging investors to learn and adapt their strategies accordingly [4].
杨德龙:政策发力推动经济增长 坚定信心做多中国
Xin Lang Ji Jin· 2025-05-20 09:40
(作者系前海开源基金首席经济学家、基金经理) MACD金叉信号形成,这些股涨势不错! 中央政治局会议多次强调要"稳住楼市,持续活跃股市",对于股市的支持力度前所未有。证监会主席吴 清也多次表示通过吸引中长期资金入市来持续活跃资本市场,资本市场也将成为居民实现财产性收入的 一个重要场所。 5 月 20 日,我国银行间市场贷款报价利率(LPR)迎来年内首次下调,一年期 LPR降至3.05%,五年期 以上降至3.5%,降幅为十个基点。此次下调意味着央行在货币政策方面保持适度宽松的导向:一方面 通过下调LPR利率降低房贷利率,另一方面也引导市场利率下降,从而形成低利率、宽流动性的环境, 以稳定经济增长预期,推动房地产、楼市、股市回暖。央行后续不排除继续通过下调基准利率来提振经 济增速。 经过多年的调整,很多优质资产的价格已经跌出了价值,具有比较高的性价比。特别是DeepSeek横空 出世打破了很多资本对于美国在科技方面垄断的幻想,同时也提高了全球资本对于我国科技发展的信 心。科技股牛市已经悄然展开。今年以来A股和港股均出现科技行情,A股以人形机器人为代表的AI板 块大幅上涨,而港股则是以科技互联网为代表的恒生科技指数 ...