来源：市场资讯 （来源：F金融） 第一部分 尽职调查概述 一、 尽职调查的方法 方法 内容 1、审阅文件资料 通过公司工商注册、财务报告、业务文件、法律合同等各项资料审阅，发现异常及重大问题。 2、参考外部信息 通过网络、行业杂志、业内人士等信息渠道，了解公司及其所处行业的情况。 3、相关人员访谈 与企业内部各层级、各职能人员，以及中介机构的充分沟通。 4、企业实地调查 查看企业厂房、土地、设备、产品和存货等实物资产。 5、小组内部沟通 调查小组成员来自不同背景及专业，其相互沟通也是达成调查目的的方法。 二、 尽职调查遵循的原则 原则 内容 1、证伪原则 站在"中立偏疑"的立场，循着"问题-怀疑-取证"的思路展开尽职调查，用经验和事实来发觉目标企业的投资价值。 2、实事求是原则 要求投资经理依据创业投资机构的投资理念和标准，在客观公正的立场上对目标进行调查，如实反映目标企业的真实情况。 3、事必躬亲原则 要求投资经理一定要亲临目标企业现场，进行实地考察、访谈，亲身体验和感受，而不是根据道听途说下判断。 4、突出重点原则 需要投资经理发现并重点调查目标企业的技术或产品特点，避免陷入眉毛胡子一把抓的境地。 查阅公 ...

Group 1 - The macroeconomic outlook is heavily influenced by political factors, with uncertainty prevailing in the current political climate in the U.S. [7][10] - The expectation of a recession is widespread, leading to a cautious approach among investors, who are looking for opportunities to buy at lower prices [16][17] - The current investment environment is perceived as deteriorating, with a lack of clear, actionable investment opportunities [17][18] Group 2 - The copper market is experiencing a stable demand despite the ongoing tariff discussions, with expectations that the U.S. will impose a 25% tariff on copper [21][22] - The U.S. is working to restore supply chains, which is seen as a positive development for the copper market [22] - The overall inventory levels for copper are low in SHFE and LME, while Comex inventories are high, indicating a complex market dynamic [24][26] Group 3 - The bond market is expected to experience fluctuations due to new debt issuance and ongoing economic uncertainties, with long-term U.S. Treasury bonds losing their traditional role as a safe haven [38][39] - The narrative around tariffs is evolving, with market participants beginning to price in the impacts of tariffs on equities [41][48] - The overall asset returns across various categories have been strong since 2023, influenced by fiscal easing and global central bank rate cuts [46][50]

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