Core Insights - The 2025 PE Shenyang Investment and Financing Activity Week was held in Shenyang, focusing on innovation, development, and opportunities to support the city's goal of becoming an open and innovative regional financial center [1][2] - The Shenyang PE Index was introduced as a key metric to observe the regional financial ecosystem, highlighting the city's mission to become an international center in Northeast Asia [1][2] Group 1: Investment and Economic Development - Shenyang is the only pilot city for new-type technological transformation in Northeast China's manufacturing sector, leveraging policies like "Creative Investment Seventeen Articles" to enhance market vitality [2] - The city is focusing on ten key industries, including artificial intelligence and low-altitude economy, to cultivate hard technology industry clusters [2] - The investment ecosystem is innovating with a "fund + industry" model, utilizing government-guided funds to attract social capital and elevate the value chain [2] Group 2: Financial and Technological Integration - The Huanggu District aims to enhance financial resource allocation efficiency through the transformation of technological achievements and the optimization of financial services using digital technology [2] - A new ecosystem is being developed where finance nurtures technology and technology empowers finance, creating a virtuous cycle [2] Group 3: Strategic Collaborations and Networking - Strategic cooperation agreements were signed between China Securities Journal and Shenyang Fund Industry Association, as well as between Huanggu District and 20 strategic partners [2] - Multiple investment institutions reached preliminary agreements with Shenyang's hard technology enterprises during the event [2][3] - Over twenty projects from various fields, including artificial intelligence and advanced manufacturing, engaged in interactive exchanges with more than a hundred investment institutions through online roadshows [3]

新华社阿布扎比5月15日电 （记者 温新年 赵丹亮）阿拉伯联合酋长国迪拜从上世纪60年代的渔村 起步，到现在成为全球瞩目的航空与商业枢纽。正是凭借前瞻性的基础设施投资、长期稳定的政局、开 放包容的政策环境，迪拜逐步构建起以航空为核心、多产业协同的"枢纽经济"模式，实现飞跃。 完善基础设施 迪拜是阿联酋的七个酋长国之一，在面积、人口和经济总量方面均居阿联酋第二位，仅次于阿布扎 比。 上世纪60年代首次发现石油之前，迪拜还只是一个以打渔、贸易和捕捞珍珠为主的小渔村。迪拜时 任酋长拉希德·本·赛义德·阿勒马克图姆很早就意识到石油资源的有限性，主张经济多元化。他启动了现 代化转型，大力建设迪拜国际机场和迪拜港等基础设施，为迪拜日后成为国际航空和贸易枢纽打下基 础。 其继任者秉承父辈战略并不断创新，着力打造陆海空立体交通网络，不断完善基础设施建设。 在迪拜发展中发挥重要作用的还有杰贝阿里港，它不仅是全球最繁忙的集装箱港口之一，也是中东 地区主要海运枢纽。港口的现代化设施和自由区政策吸引了大量国际投资者，将迪拜打造成重要的贸易 和物流中心。 优化发展环境 自阿联酋1971年12月2日宣告成立以来，迪拜延续了世袭政治传统， ...

美国关税政策对美国整体通胀究竟影响到何种程度，通胀走势究竟如何，还存在各种不同的具体因素及 其影响。 目前更为关键的是保持了供应链的相对稳定，降低了供应链中断的风险，为企业提供了调整和应对的时 间，避免类似全球疫情期间供应链混乱造成的通胀飙升。此前美国的大量进口囤货为价格稳定提供了有 效缓冲，目前又有了新的进口囤货窗口期，美国企业正抓紧新的进口囤货，并通过降低和分担成本及调 整供应链等应对措施，努力避免、减小或进一步推迟涨价。商品在PCE中占35%，商品价格每上涨1%， 只带来0.35%的整体通胀上涨，因而关税后续影响或不会很大。 面对通胀可能上升及就业、收入的不确定性，美国企业正在减少差旅支出，消费者也在减少旅游度假等 休闲消费支出，正在促使机票、酒店等相关价格下降，其中机票价格连续两个月大幅下跌。OPEC+继4 月开始增产，5月3日宣布6月增产41.1万桶/日，油价在今年以来已下跌大约20%的基础上仍将继续下 跌，加之薪资增速继续下行降低服务通胀，两者大概占PCE的50%~60%。这三个方面的下降或能抵消 关税带来的通胀冲击。 从分项数据看，作为去年拉低美国通胀主力的商品通胀今年以来开始上升，4月环比上涨 ...

长沙晚报掌上长沙5月14日深圳讯（全媒体记者 刘捷萍 通讯员 汪宏桥）5月13日至16日，粤港澳大湾区进入"投资 湖南"时间，2025湖南-粤港澳大湾区经贸交流会（简称"港洽周"）正在此间进行。 活动上，湖南发布了200多个科技含量高、市场前景好、投资回报稳的优质项目。其中，长沙重磅推出40个投融 资需求项目，涵盖金融、产业、文旅、科技等多个领域，向全球释放巨大投融资机遇，吸引众多投资者目光。 此次发布的长沙项目呈现出多元特色。 科技变革有新机遇。比如：希迪智驾，是智能驾驶领域的行业独角兽，国内唯一实现矿山、开放道路、轨道 及"车—路—云"全场景无人运输商业化落地的领军企业。芯盛智能，是国内唯一实现存储主控芯片端到端国产化 企业。 生命健康有新篇章。比如：微智医疗，在眼科疾病治疗、脑部健康监测、医疗美容等领域取得系列突破。 美好生活有新风尚。长沙是新消费之都，夜经济城市传播力全国第一。投资长沙新消费，就是投资未来的美好生 活。比如：蓝河乳业，是全球绵羊奶销售第一、山羊奶销售第二的行业头部企业，是我国婴幼儿配方奶粉领域少 数实现"自控牧场、自主科研、自主生产、自主品牌"全链条掌控的国际化企业。方特片区文旅综合开 ...

文 | 银行螺丝钉 （转载请注明出处） 有朋友问，A股港股常见的医药指数有哪些？医药、医疗、生物科技、创新药···这些指数有啥区别？ 当前估值如何，有哪些可选择的基金呢？如何快速查询各个指数的估值数据？ 针对大家的这些疑问，螺丝钉也通过直播课，进行了讲解。 长按识别下面二维码，添加 @课程小助手 微信，回复「 0425 」即可观看直播回放。 （提示：回复后可以耐心等待几秒哦～） A股港股常见的四类指数 A股港股常见的指数，主要分为四类。 第一类是宽基指数。 通常是按照上市公司的市值规模来选股的，会包含各个行业的股票，覆盖范围很"宽"。 第二类是策略指数。 通常是在宽基指数的基础上，用了某一种投资策略，覆盖的行业也会比较广泛。 策略指数丰富了我们投资的选项，满足了很多投资者个性化的需求。 第三类是行业指数。 也就是仅覆盖了某个行业的股票，例如消费、医药、金融等。最常见的行业指数，是11个一级行业。 每个一级行业，其实都是社会不可或缺的一部分，长期也是跟着社会发展的。 第四类是主题指数。 所包含的股票，跟某个主题密切相关，例如科技、新能源、人工智能等。 主题指数，通常会横跨多个行业，但达不到宽基指数的行业覆盖程度 ...

Core Viewpoint - The article discusses the potential market trends following the consensus on tariff adjustments between China and the U.S., emphasizing the expected outperformance of non-U.S. assets, particularly gold and Hong Kong stocks, in the current economic climate [1][2][11]. Group 1: Market Trends and Asset Performance - Non-U.S. assets are expected to outperform this year, with gold significantly leading the way [2][11]. - The article suggests that this year should focus on assets outside the U.S., such as Hong Kong stocks, the euro, and gold [3][13]. - The weakening of the U.S. dollar is anticipated to continue for several years, impacting gold prices positively [8][19]. Group 2: Hong Kong Stock Market Outlook - The Hong Kong stock market is projected to reach new highs, with a specific forecast of surpassing 24,000 points by the third quarter [6][45]. - The article notes that the recent high of 24,874 points was observed in March, and a new peak is expected soon [7][45]. - Key sectors expected to drive this growth include technology, consumer goods, and healthcare, supported by favorable national policies and strong earnings growth [47]. Group 3: Economic Influences and Predictions - The article highlights that individual actions, such as those by former President Trump, cannot alter the overall economic cycle but can increase market volatility [5][30][34]. - The article emphasizes the importance of understanding the logic behind market valuations, particularly regarding the price-to-earnings (PE) ratios of Hong Kong stocks [41][42]. - It suggests that significant inflows of capital from mainland China could positively impact the Hong Kong market [43].

Group 1 - The Hang Seng Medical Index ETF has shown significant liquidity with an intraday turnover of 2.58% and a transaction volume of 6.738 million yuan, with an average daily transaction volume of 28.499 million yuan over the past month [2] - The ETF has experienced a notable increase in scale, growing by 4.1161 million yuan over the past week, ranking first among comparable funds, and its shares increased by 6 million units, also ranking first [2] - In terms of capital inflow, the ETF has seen net inflows on 4 out of the last 5 trading days, totaling 13.3303 million yuan [2] Group 2 - The current price-to-earnings ratio (PE-TTM) of the Hang Seng Medical Healthcare Index is 23.43, which is in the 4th percentile over the past year, indicating that the valuation is lower than 96% of the time in the past year and is at a historical low [2] - The top ten weighted stocks in the Hang Seng Medical Healthcare Index include WuXi Biologics, BeiGene, Innovent Biologics, and others, collectively accounting for 56.46% of the index [2] Group 3 - Industry experts believe that after four years of decline, the market's pessimistic expectations for the healthcare sector have been fully digested, and advancements in emerging technologies such as innovative drugs and AI healthcare are ongoing, leading to a potential recovery in the pharmaceutical sector [3] - The recovery in the healthcare sector is expected to be sustainable over a longer period, with a focus on increasing allocations towards emerging areas like AI healthcare and brain-computer interfaces [3] - Investors without stock accounts can access investment opportunities in the Hong Kong healthcare sector through the Hang Seng Medical Index ETF linked fund (018433) [3]

《广州市关于促进养老金融高质量发展若干措施》日前印发。其中提到，支持参与养老服务体系建设。 拓展丰富融资渠道鼓励资本实力较强、经营规范的保险公司，稳健有序投资养老机构、康复医院、专科 医院等，参与发展居家、社区及机构养老服务。优化投资养老服务体系营商环境，加强政策解读和规范 操作指引，加强对养老用地的规划和供应，为更多资金参与布局养老产业创造条件，落实养老服务业扶 持政策保障。探索数字人民币与养老服务场景应用衔接。 ...

百济神州：一季度净利润亏损9450.3万元，同比减亏 大公司： 极氪：关于吉利提议，目前尚未做出任何决定 36氪获悉，极氪发布公告称，关于吉利提议，目前尚未做出任何决定。 4月增速42.53%，美图设计室位列AI产品榜国内增速第三 36氪获悉，在4月AI产品榜中，美图公司旗下的美图设计室以42.53%的增速，位列国内增速第三，全球 增速第六。AI产品榜显示，全球AI应用TOP100有68%在增长，全球AI网站 TOP100有35%在增长。据介 绍，2025年以来，美图设计室持续升级，包括智能抠图功能的迭代，接入站酷海洛PLUS后台等。 神马电力：输配电业务线有望成为业绩增长新引擎 神马电力在业绩说明会上表示，当前公司盈利增长的核心驱动力仍集中于变电站业务板块，但随着输配 电事业部全球产能的释放与市场拓展的加速，该业务线已展现出强劲的增长势头，有望在未来成为公司 业绩增长的新引擎。（证券时报） 88VIP可领820元天猫618消费券 36氪获悉，天猫618今晚发放820元大额消费券。88VIP可领取6张共计820元的大额消费券：1张"满5000- 500"、1张"满1500-150"、3张"满500-50"，以 ...

为了落实京沈对口合作国家战略重大举措，进一步将京沈合作深入推进，2025年5月6日至5月12日，由 北京基金业协会、沈阳市基金业协会主办的2025年PE沈阳投融资活动周在沈阳市皇姑区隆重举办。私 募股权投资（Private Equity，简称PE）是通过私募基金对非上市企业进行权益性投资。PE沈阳投融资 活动周将通过多元化、多层次的投融资对接活动，旨在以股权投资服务实体经济、促进科技创新发展， 打造京沈股权投资基金新业态。 本次活动周以"创新·发展·机遇—助力沈阳建设开放创新的区域性金融中心"为主题，邀请40余位投资界 重量级嘉宾、100余家国内外知名投资机构和50余家新闻媒体参加；沈阳市相关地区、市直部门、科研 院所和高科技企业代表等300余人现场参会。 活动周从5月6日投融资预路演拉开帷幕。来自人工智能、医疗、先进制造、新材料等多个领域的二十余 个项目通过线上路演的方式与百余家投资机构在线上互动交流。 5月10日，活动周启动仪式正式开幕。沈阳市委常委、副市长段继阳、原国家经济体制改革委员会副主 任邵秉仁出席活动并发表了开幕致辞。 沈阳市发展和改革委员会党组书记、主任张文哲发布沈阳PE指数时表示，沈阳肩负建 ...