账户思维
Search documents
嘉实基金邝霞:财富管理需以“账户思维”为核心进行多元资产配置,海南封关提供重要机遇
Sou Hu Cai Jing· 2025-12-28 15:24
由三亚市人民政府主办,《财经》杂志、财经网、《财经智库》、三亚中央商务区管理局、三亚经济研 究院承办的"三亚·财经国际论坛暨第五届三亚财富管理大会"12月27日在海南三亚举行,主题为"海南自 贸港未来定位及三亚新机遇"。 12月27日,嘉实财富副总经理邝霞在大会上表示,财富管理的出发点是客户需求,同时应立足于"账户 思维"为客户进行多元化和全球化的资产配置。海南封关带来的跨境资管试点等政策红利,为财富机构 汇聚专业力量服务客户需求提供了重要机遇。 邝霞指出,嘉实财富从客户需求出发设立财富管理目标,并通过具有保障、生息、增值功能的产品来构 建客户账户,在持续陪伴中确保客户账户目标实现。 在资产配置层面,她谈到,全球增长放缓的背景下需通过多元资产组合提供收益并穿越周期。具体而 言,债券是账户压舱石,在降息背景下具备配置价值;股票是账户的增长引擎,科创硬科技是重要成长 力量;黄金等商品则能对冲宏观不确定性风险。她强调,核心不是单类产品,而是基于账户做好规划, 以多元资产组合拥抱变化。 针对海南封关的意义,她认为这为全球资产配置提供了便捷通道。她指出,跨境资产管理试点及境内外 资金双向流动便利化是关键,且"双15%" ...
嘉实财富副总经理邝霞:将专业的账户思维、产品货架等理念带给客户
Bei Jing Shang Bao· 2025-12-11 12:56
邝霞还提到,生息的功能对照每一个家庭的生活和消费现金流的支出,此时可以在专业基础上,结合嘉实财富对不同资产、不同策略和市场机会的了解,设 计出债券型资产,定期分红,或股票型资产通过止盈派息等解决方案,从而达到产品层面的创新能够为客户匹配理财规划的效果。 "虽说要坚持自己账户配置的初心,但面对市场波动,其实很难实现。嘉实财富有一句名言叫'好金融常陪伴',通过嘉享会、万里行、网上沙龙线上线下的 陪伴,不断把专业的账户思维、产品货架以及配置的理念带到客户的身边,直到账户投资目标的实现。"邝霞说道。 北京商报讯(记者 李海媛)12月11日,由中外企业文化、北京商报社主办的2025年度北京商业品牌大会金融消费专题论坛在北京召开。嘉实财富副总经理 邝霞在参加题为《居民财富迁徙与牛市下财富"钱景"》的圆桌讨论中,就如何避免投资者在市场上的追涨杀跌行为这一问题,给出了解答。 "在嘉实财富,首先服务客户投资的起点应该是账户思维,我们会给客户提供一个基于客户需求驱动的产品货架,最后我们用持续陪伴的服务保证过程中的 全程陪伴。"邝霞还提到,同样地,为了支持账户思维和客户需求驱动理念的兑现,嘉实财富打造了一个有保障、生息、增值三个不 ...
“国家队”相继宣布增持!上市公司也纷纷行动,宁德时代豪掷80亿元回购
2 1 Shi Ji Jing Ji Bao Dao· 2025-04-08 00:23
Group 1 - The A-share market experienced significant adjustments on April 7, prompting major state-owned enterprises like Central Huijin, China Chengtong, and China Guoxin to increase their holdings in Chinese stocks to stabilize the market [1][2] - China Electronics Technology Group announced it has completed a stock repurchase of over 2 billion yuan, reinforcing its commitment to the capital market and supporting high-quality development of listed companies [1] - China Chengtong's subsidiaries increased their holdings in ETFs and central enterprise stocks, expressing confidence in the future of the Chinese capital market [1] Group 2 - Central Huijin reaffirmed its positive outlook on the Chinese capital market and has increased its holdings in ETFs, indicating a commitment to maintaining market stability [2] - A number of A-share listed companies announced share repurchases, including CATL, which plans to repurchase between 4 billion and 8 billion yuan of its shares [3] - Haier Smart Home's executives plan to increase their holdings by approximately 20.85 million to 41.7 million yuan [3] Group 3 - Wanhuah Chemical's chairman proposed a share repurchase of 300 million to 500 million yuan, while Guodian NARI's chairman suggested a repurchase of 500 million to 1 billion yuan [4] - Several companies, including China Merchants Shekou and China Merchants Jinling, announced accelerated share repurchase plans based on confidence in their future development [4] - Jiashi Fund emphasized the importance of maintaining a balanced investment strategy in response to market volatility [4] Group 4 - Jiashi Fund recommended strategies to enhance portfolio resilience, including global multi-asset allocation and structured strategies with a focus on dividend yield [5] - The investment opportunity in cross-border municipal bonds is highlighted due to their attractive yields in a low domestic interest rate environment [8] - The importance of macro-hedging strategies to seize unique opportunities in the market is also noted [8]