2025年以来，全球经济在多重挑战中呈现"低增长、高风险"的新常态。中央金融委印发的《关于支持加快建设上海国际金融中心的意见》，明确提出在 确保金融安全的前提下持续强化上海金融开放枢纽门户功能，增强人民币资产全球配置中心、风险管理中心地位，推动上海国际金融中心建设不断实现 新突破新提升。上海凭借政策优势、开放生态与创新活力，正成为全球资管行业 的 "稳定器 " 与 "创新源" 。 2025年是"十四五"规划的收官之年，也是"十五五"规划的谋篇布局之年，承担着总结前期成果与锚定未来目标的"双重使命"。 在此背景下 ， 第一财 经、中国银行联合主办"2025上海全球资产管理论坛" ，邀请监管机构、经济学家、金融基础设施、全球知名资管机构、国内龙头资管机构等，共同呈 现一场推进资管行业高质量发展、构建服务实体经济生态圈的国际化论坛。 每年10月举办的这一场高规格的资管论坛，一直都是上海资产管理协会主办的"全球资产管理中心·上海国际活动周"的首发活动，并始终致力于将论坛 打造成 一系列重磅的行业报告、指南和服务方案等重要成果的发布平台 。相较于往届，今年的发布环节呈现出项目更多元、信息更丰富、覆盖更广泛 的特点，包含 ...

智通财经APP获悉，摩根大通资产管理公司(JPM.US)希望在五年内将其管理的亚太地区资产规模扩大一 倍，达到 6000 亿美元。该公司认为，主动型交易所交易基金(ETF)业务将实现增长，且该地区还存在新 的市场机遇。 这种增长得益于客户对活跃型ETF的需求。该公司于 9 月在中国台湾推出了其首款此类产品，该产品使 投资者能够投资美国的科技公司。 7 月，摩根大通资产管理公司成为三家选定管理机构中唯一一家获得新加坡金融管理局 11 亿新元(约合 8.47 亿美元)委托资金的外资机构，这笔资金旨在强化当地股票市场。 该公司亚太区首席执行官 Dan Watkins表示："我们的目标是在未来五年内将亚太地区的业务规模再翻一 番。而我们的长期目标是将这一业务规模扩大至 1 万亿美元。" Watkins表示，公司认为在澳大利亚、新加坡、东南亚以及韩国等市场，"有着显著的增长势头和巨大的 增长潜力"。 根据财务报告，截至 2024 年底，该公司在该地区的管理资产达 3020 亿美元。这比 2019 年的水平增长 了两倍多。 在全球范围内，这家总部位于纽约的公司截至 3 月底的管理资产总额达 3.7 万亿美元。其最新的亚洲 ...

此次消息并非首次传出，今年6月，有报道称，阿波罗与一家卡塔尔投资基金已就收购这家披萨连锁运 营商提出要约。当时消息人士向该媒体透露，这一交易对棒约翰的估值可能在20亿美元左右。 事实上，有关棒约翰可能成为收购目标的消息在今年早些时候就已首次出现。当时的市场猜测指出，由 卡塔尔王室成员支持的投资基金厄斯资本管理公司(Irth Capital Management)正考虑以私有化方式收购棒 约翰。 智通财经APP获悉，据报道，有消息称阿波罗全球管理公司(Apollo Global，APO.US)拟以每股64美元的 价格收购棒约翰(Papa John's，PZZA.US)。受此消息影响，棒约翰股价昨日盘中一度大涨19%，截至发 稿，该股夜盘上涨3.02%。 ...

Group 1 - Bloom Energy announced a strategic partnership with Brookfield Asset Management worth $5 billion, becoming the preferred on-site power supplier for Brookfield's global AI factories [1] - The collaboration will involve the design and delivery of AI factories globally, including a site in Europe to be announced by the end of the year [1] - Brookfield will invest up to $5 billion to deploy Bloom's advanced fuel cell technology to support its AI infrastructure [1] Group 2 - Brookfield's Global AI Infrastructure Head, Sikander Rashid, emphasized that Bloom's advanced fuel cell technology provides unique capabilities to design and build modern AI factories to meet high power demands [1] - This partnership is positioned as the first investment in Brookfield's dedicated AI infrastructure strategy, focusing on large AI factories, power solutions, computing infrastructure, and strategic capital partnerships [1] - Following the announcement, Bloom Energy's stock surged by 24% in pre-market trading, reaching $108.50 per share [2]

Core Viewpoint - Bloom Energy has entered into a strategic partnership with Brookfield Asset Management, involving an investment of up to $5 billion to deploy advanced fuel cell technology for AI infrastructure globally [1] Group 1: Partnership Details - The collaboration designates Bloom Energy as the preferred on-site power supplier for Brookfield's global AI factories [1] - The partnership will include the design and delivery of AI factories worldwide, with a European site announcement expected by the end of the year [1] Group 2: Investment and Technology - Brookfield will invest up to $5 billion in Bloom's advanced fuel cell technology to support its AI infrastructure [1] - The partnership is positioned as the first investment in Brookfield's dedicated AI infrastructure strategy, focusing on large AI factories, power solutions, and strategic capital partnerships [1] Group 3: Market Impact - Following the announcement, Bloom Energy's stock surged by 24%, reaching $108.50 per share in pre-market trading [1]

以下文章来源于陆家嘴金融沙龙 ，作者沙龙秘书处 陆家嘴金融沙龙 . 旨在打造陆家嘴论坛常态化品牌，助力上海国际金融中心核心区建设，深化"五个中心"战略及金融领域"五篇大文章"功能实现。 10月11日，"陆家嘴金融沙龙"第30期活动在上海浦东如期举行。本期沙龙以《外资资管在中国的深耕之道：新阶段的开放深化与产品创新 升级》为主题，特邀来自外资公募基金、外资私募基金、会计师事务所以及律师事务所的专家，共商外资资管机构如何聚焦中国市场的战略 布局与精耕细作，把握中国新一轮开放带来的机遇，从而助力资管行业迈向新阶段。 "资产管理公司的核心不是为股东服务，而是让投资人赚钱" 资产管理是大众热门话题，那资管公司的核心到底是什么？ 除了外部沟通，阎小庆进一步阐释了产品创新的内在逻辑。他认为，可持续发展应成为基本原则。这是因为，追逐交易性机会对投资而言挑 战巨大，而资产管理公司的专业价值，恰恰体现在能够将可持续的逻辑融入投资流程与策略，为投资人实现资产的稳健增值。在阎小庆看 来，这既是专业能力的体现，也是赢得投资人长期信任的基石。因此，坚持可持续发展，是未来中外资管机构在上海共建全球资管中心的关 键所在。 产品创新是外资资管 ...

Core Viewpoint - China Great Wall Asset Management Co., Ltd. has undergone a leadership change with the resignation of its president, Xiang Dang, and the election of Xiang Dang as the chairman of the board [1] Group 1 - On October 11, the company held its 36th meeting of the second board of directors, where the election of Xiang Dang as chairman was approved [1] - The board accepted the resignation of Xiang Dang from the position of president, ensuring normal operations until a new president is appointed [1] - Xiang Dang will also serve as the party secretary of the company, as decided by the higher-level party committee [1]

广东证监局指出，横琴观致资管存在以下违规情形：一是未对珠海横琴观致精选10号私募证券投资基金等4只私募基金产品履行主动管理职责，将该4只产品 开立的证券账户及密码交由他人管理，并由他人行使交易职责；二是未自行或委托第三方机构对所管理的私募基金产品进行风险评级；三是未在内部制度中 明确投资者与产品适当性匹配的具体依据、方法、流程。 广东证监局表示，孟庆平作为横琴观致资管的执行董事、总经理，未能恪尽职守、严格遵守法律法规，对横琴观致资管上述违规行为负有主要责任，违反了 相关规定。 广东证监局强调，横琴观致资管应高度重视，采取切实有效的措施，对存在的问题进行整改，对相关责任人员进行问责，并在收到本决定书之日起30日内提 交书面整改报告。 10月9日，广东证监局发布两则行政监管措施，对珠海横琴观致资产管理有限公司（以下简称"横琴观致资管"）采取责令改正、对该公司的执行董事、总经 理孟庆平采取出具警示函的行政监管措施。 ...

Core Viewpoint - The current market environment presents a favorable opportunity for investing in multi-strategy fixed income products, emphasizing risk control and sustainable returns over maximizing short-term gains [1][2]. Group 1: Investment Strategy - The investment philosophy prioritizes risk management, with a focus on controlling drawdowns and ensuring accumulative returns [2][4]. - The approach involves setting predetermined stop-loss and take-profit points for each trade, balancing between profit-taking and risk management [3]. - The company emphasizes a top-down asset allocation strategy, making macro-level judgments to guide investment decisions [4][5]. Group 2: Market Outlook - The bond market is expected to have limited further adjustments, with potential opportunities for allocation in the fourth quarter [7]. - The equity market is anticipated to continue its structural rally, with a focus on selecting next-tier leaders or broad-based ETFs to reduce portfolio volatility [7]. - Convertible bonds are viewed as a significant source of yield enhancement, with a focus on stocks with strong growth potential and themes like "anti-involution" and AI-related sectors [7][8]. Group 3: Team and Product Development - The fixed income team at the company consists of nearly 70 professionals with an average of 7 years of experience, covering a wide range of asset classes and investment strategies [5][6]. - Since 2016, the company has developed a mature management system for multi-strategy fixed income products, currently offering 14 different products [6]. - The company aims to balance volatility and return sources while allowing fund managers to leverage their strengths and meet investors' risk preferences [6].

证券之星消息，10月13日上海海通证券资产管理有限公司发布《海通鑫诚六个月持有期债券型集合资产 管理计划基金暂停申购、转换转入、定期定额投资公告》。公告中提示，为保证集合资产管理计划的平 稳运作，保护集合资产管理计划持有人利益，自2025年10月13日起海通鑫诚六个月持有期债券型集合资 产管理计划基金暂停申购、转换转入、定期定额投资，下属分级基金调整明细如下： | 分级基金简称 | 代码 | 是否暂停（大额）申购 | 申购限额 转入限额 定投限额 | | --- | --- | --- | --- | | | | (转入转出、赎回、定投) | (元) (元) (元) | | 海通臻成六个 月持有A | 852089 | 분 | | | 海通臻诚六个 月持有C | 852099 | 물 | | 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...