美元此轮暴跌使其有望创下1973年15%跌幅以来的最差半年表现，也是2009年以来最弱的六个月周期。 AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 随着特朗普的贸易和经济政策促使全球投资者重新考虑他们对全球第一大储备货币的敞口，美元兑英 镑、欧元、日元等一篮子六种货币汇率的美元指数今年迄今跌幅超10%，创1973年布雷顿森林体系解体 以来最差上半年表现。 荷兰国际集团（ING）外汇策略师弗朗西斯科·佩索莱（Francesco Pesole）称："美元成了特朗普2.0版反 复政策的代罪羔羊。" 与年初华尔街预测欧元将与美元平价不同，欧元兑美元年内已涨13%至1.17上方，因投资者聚焦美国经 济增长风险，同时德国国债等安全资产需求上升。 他补充称，特朗普时断时续的关税战、美国庞大的举债需求及对美联储独立性的担忧，已削弱美元作为 投资者避险资产的吸引力。 周一早些时候美元再度走低，因美国参议院准备就特朗普"美丽大法案"修正案投票。这项里程碑式立法 预计未来十年将使美债增加3.2万亿美元，加剧市场对华盛顿偿债能力的担忧，引发美债市场的外资撤 离潮。 虽然降息预期助美股摆脱贸易战与地缘政策风险的干扰并再创历 ...

Core Viewpoint - The recent issuance of QDII quotas totaling $3.08 billion aims to enhance the cross-border investment capabilities of qualified domestic institutional investors, thereby supporting the diversification of asset allocation for domestic investors and promoting China's financial market openness on a global scale [1][2]. Group 1: QDII Quota Issuance - The State Administration of Foreign Exchange (SAFE) has issued a total of $3.08 billion in QDII quotas to eligible institutions, facilitating their compliance with cross-border investment regulations [1]. - As of June 30, 2025, a total of 191 QDII institutions have been approved, with a cumulative quota of $170.87 billion [1]. Group 2: Market Response and Institutional Impact - Market sentiment is positive regarding the recent QDII quota issuance, with firms like CICC stating it provides strong support for asset management institutions to meet the growing global asset allocation and risk diversification needs of domestic residents [2]. - CITIC Securities noted that the quota expansion will help Chinese asset management institutions enhance their overseas investment capabilities and improve their global asset management skills [2]. Group 3: Future Outlook and Regulatory Framework - SAFE officials indicated that future QDII quota issuance will be managed carefully to balance financial openness and security, ensuring that only institutions with strong management capabilities and compliance awareness are supported [3]. - The QDII system has been effective since its implementation in 2006, promoting financial market openness and broadening investment channels for domestic residents [4][5].

Core Viewpoint - The recent issuance of a total of $3.08 billion in QDII quotas by the State Administration of Foreign Exchange (SAFE) aims to enhance the functionality of the Qualified Domestic Institutional Investor (QDII) system, facilitating cross-border investment and meeting the overseas wealth allocation needs of domestic investors [1][3]. Group 1: QDII System Overview - The QDII system allows qualified domestic institutions to invest in overseas securities markets within a certain quota, promoting financial market openness and providing diverse investment channels for domestic residents [3][6]. - Since its implementation in 2006, the QDII system has played a significant role in expanding financial market openness and supporting domestic financial institutions in international operations [6][7]. Group 2: Recent Developments - The recent quota issuance is seen positively by the market, with firms like CICC and CITIC Securities highlighting its role in meeting the growing global asset allocation and risk diversification needs of domestic residents [3][4]. - The total approved QDII quotas reached $170.87 billion as of June 30, 2025, with 191 institutions approved [1]. Group 3: Future Outlook - SAFE officials indicated that future QDII quota issuances will be managed carefully to balance financial openness and security, supporting institutions with strong management capabilities and compliance awareness [4]. - The expansion of QDII quotas is expected to enhance the international competitiveness of domestic financial institutions and improve their global asset management capabilities [5][7].

Core Viewpoint - The company has announced a change in its actual controller to Huijin Company, following the completion of a shareholding change at China Orient Asset Management Co., Ltd. [1] Summary by Relevant Sections - **Shareholding Changes** - China Orient has completed the shareholder register change, with the Ministry of Finance of the People's Republic of China no longer holding shares in China Orient [1] - Huijin Company now holds 48,829,977,540 shares of China Orient, representing approximately 71.55% of the total issued shares [1] - **Impact on Company Ownership** - Through Shanghai Dongxing, China Orient holds 136,266,000 shares of the company, accounting for 27.49% of the company's total share capital [1] - The company's controlling shareholder remains Shanghai Dongxing, while the actual controller has shifted to Huijin Company [1]

Group 1 - The core point of the announcement is that Beijing Yuan Cheng Asset Management Co., Ltd. plans to reduce its holdings in Hemei Group by up to 39.34 million shares, which represents no more than 3% of the company's total share capital [1] Group 2 - The reduction will occur within three months after a 15 trading day period from the date of the announcement, utilizing both centralized bidding and block trading methods [1]

Group 1 - The core viewpoint is that oil prices need to rise by 50% or more to pose a significant threat to overall inflation, which would require Brent crude prices to exceed $100 per barrel [1] - The relationship between oil prices and inflation indicates that a 10% increase in oil prices only contributes approximately 0.1% to overall inflation [1] - Despite ongoing Middle Eastern conflicts disrupting financial markets, the actual impact may be less than investors expect, as market reactions remain calm [1][2] Group 2 - Current global crude oil supply is ample, with prices around $70 per barrel, which is historically low [2] - Oil prices have already incorporated about a 20% "geopolitical risk premium," reflecting market calculations of potential conflict escalation [2] - The potential response from Iran regarding the Strait of Hormuz is crucial, but a complete blockade of this international waterway is impractical [2] Group 3 - Since June 13, Brent crude prices have risen by approximately 10%, which could lead to energy inflation slightly above 5% for the G7 countries over the next year [3] - This increase in energy prices is not expected to trigger broader inflationary pressures [3]

Group 1 - The core viewpoint of the articles highlights the significant shift in market dynamics due to Trump's tariff policies and geopolitical conflicts, which have disrupted initial predictions for the year, leading to poor performance of previously favored assets like the US dollar and US stocks, while European markets and emerging markets have emerged as unexpected winners [1][2][13] Group 2 - The US dollar has experienced its worst start to the year since 2005, contrary to expectations that Trump's policies would strengthen it due to anticipated inflation and reduced likelihood of Federal Reserve rate cuts [2][5] - The S&P 500 index saw a dramatic decline followed by a rapid recovery, with investor sentiment shifting significantly after Trump's decision to pause some tariffs, leading to a new historical high for the index [6][13] Group 3 - European stocks have outperformed US stocks, with the Stoxx 600 index beating the S&P 500 by 16 percentage points as of June 27, marking the best relative performance since 2016 [13] - Emerging markets have finally broken a trend of underperformance against US stocks, with a wealth increase of $1.8 trillion for shareholders in 2025, reaching a record market capitalization of $29 trillion [14] Group 4 - The Japanese yen has rebounded significantly against the dollar, with a nearly 9% decline in the dollar/yen exchange rate, reflecting a shift in market sentiment and demand for safe-haven assets [8][11] - Global bond markets are experiencing increased differentiation, with short-term government bonds performing well due to anticipated rate cuts, while long-term bonds face pressure from rising government debt [12]

Group 1 - The core viewpoint of the article is the establishment of China Life Asset Management's first global allocation product, named "China Life Asset - Chuangyuan FOF2518 Asset Management Product" [1] - The product is positioned with a "fixed income +" FOF strategy as its core focus [1]

瑞财经 刘治颖 近日，华润资产管理有限公司（以下简称：华润资产）公告，经公司股东提名并经董事 会审议通过，聘任刘小腊担任公司董事、董事长职务，张建民不再担任公司董事、董事长职务。 公开资料显示，刘小腊，毕业于厦门大学经济学院财政学专业，持有厦门大学经济学硕士学位、经济学 博士学位。刘小腊在金融行业资产管理及投融资业务等领域具有近25年高级管理经验，现任华润资产管 理有限公司党委书记、董事长，曾任华润深国投信托有限公司党委书记、董事长、总经理，华润银行常 务副行长，招商银行总行金融市场部总经理、资产管理部总经理、同业金融总部常务副总经理、佛山分 行党委书记等职务。 近一年时间来，华润资产换了三任董事长。2024年5月，时任总经理张建民接替任海川担任华润资产董 事长，张福政被聘任为总经理。2025年1月，秦锋接替张福政成华润资产总经理。如今，刘小腊接替张 建民担任了华润资产董事长。 华润资产为华润集团旗下特殊资产投资运营平台，成立于2010年，全面承接华润在低效、不良等特殊资 产清理退出、提质增效方面的经验和能力，具备超过20年的资产管理以及特殊资产重组实践经验，曾全 程深度参与三九企业集团、华源集团等多个特大项 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 根据《中华人民共和国证券投资基金法》《公开募集证券投资基金运作管理办法》《广发资管全球精选 一年持有期债券型集合资产管理计划（QDII）资产管理合同》（以下简称"资产管理合同"或"集合计划 合同"）的有关规定，广发资管全球精选一年持有期债券型集合资产管理计划（QDII）（以下简称"集合 计划"）已出现合同终止事由，广发证券资产管理（广东）有限公司（以下简称"集合计划管理人"）将 依据法律法规的规定及集合计划合同的约定履行财产清算程序并终止资产管理合同，此事项无需召开集 合计划份额持有人大会。本集合计划的最后运作日定为2025年6月30日，并将于2025年7月1日进入清算 程序。现将相关事宜公告如下： 一、本集合计划的基本信息 集合计划名称：广发资管全球精选一年持有期债券型集合资产管理计划（QDII） 集合计划代码： 广发资管全球精选一年持有期债券A人民币：873013 广发资管全球精选一年持有期债券C人民币：873017 广发资管全球精选一年持有期债券A美元：873018 广发资管全球精选一年持有期债券C美元：873021 集合计划运作方式：契约型开放式。对于 ...