Affordable housing is is is just like market rate housing. You have you have revenues and you have expenses. And to make the housing affordable for families, you either need an intervention on the revenue side in terms of what the actual families can pay.On the expense side, you have state and local governments. They'll say, "You know what? If you meet the policy objective of creating, preserving, improving affordable housing, we're going to give you a break on the property taxes." So, what does this mean f ...

Margaret Anadu, head of real estate at Vistria, tells @sonalibasak why affordable housing can be just as attractive and just as low risk for investors as market-rate properties.Watch the full episode of Bullish on the Bloomberg app https://t.co/oSp6OsKcPV https://t.co/icSkQc51ab ...

本文首发于公众号"私募排排网"。 （点击↑↑ 上图查看详情 ） 期权策略私募基金作为中国资本市场的重要参与者，近年来经历了从边缘到日渐为投资者熟悉的 快速发展过程。随着国内金融衍生品工具的日渐丰富，国内的期权私募基金早已从早期的简单方 向性交易，发展为涵盖套利、波动率交易、对冲保护等多策略并行的多元化格局。 与此同时，技术赋能也正在深刻改变期权私募基金的策略开发的执行方式。AI和大数据技术使得 基金公司能够更加深入地挖掘市场数据，因此那些能够依靠技术驱动进行策略创新的期权私募基 金，或更有可能在激烈的市场竞争中脱颖而出。 2025年上半年，采取期权策略的私募基金有何表现？ 经私募排排网数据统计，上半年有业绩显 示的产品为93只，平均收益为2.80%，超额收益为4.99%。 那么，有哪些私募基金收益排名靠 前？为方便投资者进行参考，下文将根据私募公司规模（分为20亿以上、5-20亿、0-5亿），对 上半年收益居前的期权策略私募产品进行排名。 0 1 20 亿以上规模：合绎投资登顶榜首！正瀛资产、一村投资排名靠前！ 经私募排排网整理，公司规模在20亿以上且符合排名规则的产品中，收益排名前9的基金分别 是： 合绎投 ...

2025 年 07 月 16 日 双融日报 --鑫融讯 分析师：万蓉 S1050511020001 wanrong@cfsc.com.cn 市场情绪：62 分（较热） 最近一年大盘走势 -15 -10 -5 0 5 10 15 20 25 (%) 沪深300 资料来源：Wind，华鑫证券研究 相关研究 ▌ 华鑫市场情绪温度指标：（较热） 华鑫市场情绪温度指标显示，昨日市场情绪综合评分为 62 分，市场情绪处于"较热"。历史市场情绪趋势变化可参 考图表 1。 ▌ 热点主题追踪 今日热点主题：机器人、RDA、创新药 1、机器人主题：据国新网 7 月 14 日消息，国务院新闻 办公室将于 2025 年 7 月 15 日(星期二)下午 3 时举行"新征 程上的奋斗者"中外记者见面会，请民营企业家代表围绕 "弘扬企业家精神，坚定做优秀中国特色社会主义事业建设 者"与中外记者见面交流。另外，智元机器人和宇树科技成 功中标中移（杭州）信息技术有限公司 2025 年至 2027 年人 形双足机器人代工服务采购项目，该项目总标包金额高达 1.24 亿元。相关标的：卧龙电驱（600580）、长盛轴承 （300718） 2、RDA ...

摘要 浙数文化投资收益良好，受益于算力板块热度，华通、华数传媒、品质 信息、海康股份等股票上涨，二季报将披露详细持仓变动。 游戏业务作为基本盘，2025 上半年表现稳健，预计全年保持稳定增长， 零售增加销售费用下降趋势有望持续，公司正进行年轻化和手游化转型。 IDC 业务方面，杭州大江东基地项目实质性推进，预计年底完成并表； 北京基地商务拓展需求强劲但未完全释放，上电率提升有限，关注英伟 达恢复 H20 GPU 销售对国内算力需求的积极影响。 公司积极关注 RDA（Real Digital Asset）领域，认为其与数据要素息 息相关，浙江大数据交易中心具备金融机构牌照，有望成为行业先行者。 AI 应用方面，传播大脑省外拓展迅速，与饿了么达成战略合作，预计今 年实现盈利；智慧网络医院落地新项目，文旅板块也有拓展，整体发展 态势积极向好。 IP 卡牌业务上半年主要进行 IP 签约和设计，与阿里通义合作 AI 数字人 项目，下半年将加快节奏推出更多 SKU，全年预计实现正收益。 数字营销业务一季度表现不错，全年预期保持增长，但由于毛利率较低， 全年利润空间有限；公司正在考虑中期分红的可能性，并关注市场反馈。 Q& ...

Joining us now now, national affairs correspondent at the nation, John Nichols. John uh is joining us as well as Tim Miller and Cornell Belchure who are still with us. Cornell, I want to start with you on this.Um toughen up. How do you take that. Look, I I think there is look, there's a perception out there and look, I've done a lot of uh qualitative research post election with with voters who sat this who sat this election out, Democratic voters who sat this election out and and there is a sense out there ...

Turning now to a major development in the race for New York City mayor. Coming just three weeks after 33-year-old Democratic socialist Zoron Mandani stunned his party with a convincing 13point primary victory over former Governor Andrew Cuomo. But Cuomo is not backing down, announcing he'll stay in the race as an independent.In a video announcement, Cuomo took a clear shot at his opponent while leaning into the same issue that drove Mani's success, affordability. Only 13% of New Yorkers voted in the June pr ...

Are we starting with the premise that for the past 30 or 40 years things have gotten worse for workingclass New Yorkers. It is more unaffordable. So if you start with that premise, we can't stay status quo.Now I'm oriented around the nature of as we build affordable housing, what is the price point. Can we get people with two kids living in the city so that they can work at Fizer. I'm less worried about the Fiser seuite. I'm worried about the Fiser clerk.I I don't think New York residents are undertaxed. Uh ...

Investment Rating - The industry investment rating is "Positive" (maintained) [4] Core Insights - The RDA (Real Data Assets) paradigm has been introduced, emphasizing the integration of real data with physical assets, enhancing the authenticity and value of other physical assets, and promoting the capitalization of data elements [1][2] - RDA focuses on the transformation of real data into "golden assets" through blockchain technology, creating a complete path from asset registration to trading, and enhancing the interaction between data elements and capital markets [2][4] Summary by Sections RDA Paradigm and Central Bank Signals - On July 3, the Shanghai Data Exchange released a report on RDA, marking a new phase in data assetization [1] - The People's Bank of China has outlined its achievements and future plans in promoting the deep integration of digital technology and data elements [1] RDA Characteristics and Financialization - RDA consists of three stages: asset preparation, asset issuance, and asset trading, forming a complete chain for the digitalization of physical assets and financialization of data assets [2] - RDA's five characteristics—real number integration, genuine transparency, credible returns, value reconstruction, and ecological collaboration—enhance the interaction between data elements and capital markets [2] Market Potential and Application Scenarios - The RDA market has vast potential, with expected exponential growth in application demand as RDA becomes a mainstream asset type [4] - RDA's versatility allows it to be applied across various non-standard scenarios, including supply chain finance, carbon assets, industrial internet, travel, and intellectual property [4] Related Companies - Companies involved in data and physical asset integration include Jianhui Information and Jieshun Technology [4] - Blockchain foundational companies include Shanda Diwei, Jiuyuan Yinhai, and Zhongke Jiangnan [4] - Companies focused on data capitalization include Shanghai Ganglian, Toris, Hehe Information, and others [4]

本文首发于公众号"私募排排网"。 （点击↑↑ 上图查看详情 ） 中国量化私募行业历经多年的发展，目前已形成清晰的代际格局。2015年7月前成立的老牌量化 私募，穿越2015年股灾、2018年寒冬，凭借牛熊周期淬炼的策略韧性成为"长青树"；2015年7月 至2020年6月崛起的中生代量化私募，赶上股指期货松绑、融券扩容等事件，策略迭代与规模扩 张同步加速；2020年7月及之后入场的新锐量化私募，恰逢AI快速发展的时代，凭借独特策略在 快速演变的结构性行情中逆势突围。 那么，截至2025年6月底，国内老牌量化私募（成立超过10年）、中生代量化私募（成立5-10 年）、新锐量化私募（成立小于5年）都有哪些？今年上半年表现位居前列的量化私募分别又有 谁呢？ 0 1 老牌量化：头部私募占比超 30% ！稳博、龙旗、智信融科业绩居前 管理规模在5亿以上的老牌量化私募共有111家。其中， 头部私募（管理规模 50亿以上）共有36 家，数量在老中新三代量化私募中最多，占老牌量化私募数量的32.43%。 此外， 规模为5-50亿 的私募共有75家。 从办公城市来看，上海地区的私募占比过半，共有58家；北京、深圳地区的私募数量也 ...