Group 1 - Suzhou Xinborui Investment Co., Ltd. has been established with a registered capital of approximately 200 million yuan [1] - The company's business scope includes investment activities using its own funds [1] - China Cinda (01359.HK) holds 100% ownership of the newly established company [1]

Group 1 - Blackstone plans to invest £500 million (approximately $700 million) in UK data center infrastructure, highlighting the rapid growth in demand for digital infrastructure driven by AI and cloud computing technologies [2] - Apple is expected to enter the smart glasses market within the next 12 to 16 months with a display-less model, aiming to compete with Meta's Ray-Bans, with the ultimate goal of developing true AR glasses in the future [2] - Stability AI has launched the enterprise-level audio generation model Stable Audio 2.5, which claims to create a 3-minute audio track in just 2 seconds, enhancing audio detail and generation speed [2] - Microsoft is heavily investing in the computational power needed for developing its own cutting-edge AI models, with plans to train models on clusters significantly larger than its current MAI-1-preview [2]

华尔街资深分析师、全球宏观另类投资公司 Phinance Technologies 的创始合伙人Ed Dowd近日表示，特 朗普当选总统后"继承了一个烂摊子"，美国经济正面临被外界低估的严峻挑战。他警告，美联储即将开 始的降息或将演变为"恐慌降息周期"，类似2007年金融危机爆发时的情形，但降息难以阻止资产价值缩 水。 Dowd认为，美国劳工统计局（BLS）上周公布的年度就业修正数据暴露了拜登政府时期经济数据的严 重问题，他形容特朗普现在必须应对的是"一场灾难"。 Dowd还认为，美国房地产市场已开始走弱，通胀预期下行，而美联储的降息措施恐难以逆转这一趋 势。Dowd预测全球将陷入"非常深度的衰退"，建议投资者考虑黄金和土地等避险资产。 就业数据修正暴露经济"统计欺诈" 上周二BLS公布，截至今年3月的12个月内，美国的非农就业人数超预期大幅下修91.1万，相当于每月 平均少增加近7.6万。这是自2000年以来的最大下修。Dowd对如此大幅下修就业数据提出严厉批评，称 这种偏差具有欺诈性质。他说 "这可能是统计欺诈，也可能是官僚无能，或者两者兼有。这种偏差高达离谱的7个标准差。 3.4个标准差就相当于人一生中 ...

9月12日召开的国务院常务会议指出，要着眼于为出海企业参与国际合作与竞争提供有力支撑，进一步 完善海外综合服务体系。 数据显示，2024年中国对外直接投资占全球份额的11.9%，较上年提升0.5个百分点，连续13年列全球前 三。 在此背景下，加强海外综合服务能力建设，成为助力中国企业高质量"走出去"的关键。而上海临港新片 区凭借其创新的服务模式和高效的实践成果，成为了中国企业出海征程中的有力后盾。 政策引领，为企业出海筑牢根基 当前，全球跨境投资面临的不稳定、不确定因素增多，我国作为对外投资大国，投资规模持续增长。在 此形势下，完善海外综合服务体系至关重要。 国务院常务会议提出，要统筹法律、金融、物流等领域服务资源，丰富服务产品，构建服务平台，支持 有条件的地方打造出海综合服务港，推动在重点国家建立海外综合服务站，增强商协会服务功能，培育 一批跨境服务能力强的专业服务机构。 国务院发展研究中心对外经济研究部副部长、一级巡视员罗雨泽表示，目前上海、深圳、浙江等地已在 企业出海综合服务方面进行了积极探索，国内也有一些专业服务机构正在成长，但与出海企业日益增多 的需求相比还存在差距。国常会明确了培育专业机构的方向思 ...

四季度宏观政策有可能推出新的增量措施，核心是财政加力、 央行降息，以及更大力度推动房地产市场止跌回稳。这将在很 大程度上对冲外需放缓，遏制经济下行势头，确保顺利实现全 年"5.0%左右"的经济增长目标。 作者：田进 封图：图虫创意 8月出口同比增长4.8%，单月出口已连续6个月正增长；社会消费品零售总额同比增长3.4%，增速 连续三个月下跌；前8个月全国固定资产投资（不含农户）同比增长0.5%，增速较前7个月下滑1.1 个百分点。 9月15日，国家统计局公布了上述前八个月中国经济增长"成绩单"。数据发布当天的新闻发布会 上，国家统计局新闻发言人付凌晖表示，总的来看，8月份经济运行总体平稳，高质量发展扎实推 进。但也要看到，外部环境复杂严峻，不确定因素较多，国内市场供强需弱，部分企业经营困难。 国务院发展研究中心宏观经济研究部研究员张立群表示，8月多项宏观经济数据显示，市场引导的 需求收缩力度在进一步加大。为进一步扩大消费，接下来相关政策需要在扩大就业、增加居民收入 方面取得显著成效。"居民越不容易挣到钱，越倾向于预防性储蓄。" 展望后续中国经济增长走势，付凌晖表示，中国经济长期向好的支撑条件和基本趋势没有变， ...

Group 1 - Company Huagong Technology (000988.SZ) announced that its wholly-owned subsidiary, Wuhan Huagong Technology Investment Management Co., Ltd. (referred to as "Huagong Investment"), has signed a partnership agreement to establish the Wuhan Huagong Ruiyuan No. 2 Venture Capital Fund Partnership (Limited Partnership) with several other investment entities [1] - Huagong Investment plans to invest no more than 76.5 million yuan in the new fund, holding a 21.86% share of the fund's assets [1] - The fund aims to focus on investment opportunities in high-end equipment, intelligent manufacturing, optoelectronics, new energy, new materials, sensors, and semiconductors, as well as emerging technologies such as quantum technology, medical-engineering integration, and artificial intelligence [2]

Core Viewpoint - The company, 嘉文世纪投资公司, reported an unaudited net asset value per share of approximately HKD 0.31 as of August 31, 2025 [1] Summary by Category - **Company Financials** - The unaudited net asset value per share is approximately HKD 0.31 [1]

Group 1 - The core point of the announcement is that Capital Venture (02324.HK) reported an unaudited consolidated net asset value per share of approximately HKD 0.9025 as of August 31, 2025 [1]

Core Viewpoint - The upcoming "central bank super week" will see major decisions from the Federal Reserve, Bank of Japan, Bank of Canada, and Bank of England regarding interest rates, with expectations of rate cuts primarily driven by labor market weaknesses and inflation concerns [2][3]. Federal Reserve - The Federal Reserve is expected to cut interest rates by 25 basis points during its meeting on September 16-17, bringing the federal funds rate to a range of 4.00% to 4.25% [3][4]. - Recent data shows a rise in the Consumer Price Index (CPI) by 0.4% in August, indicating persistent inflation, while weekly jobless claims have increased to 263,000, the highest level in nearly four years [3][4]. - Market expectations suggest a 76% probability of three rate cuts by the end of the year, with the first cut anticipated in September [3][4]. - Analysts indicate that the Fed's focus is shifting from inflation to employment and economic weakness, with political pressures also influencing its decisions [4][5]. Bank of Japan - The Bank of Japan is expected to maintain its current interest rate of 0.5% during its meeting on September 19, despite recent trade agreements with the U.S. [6][7]. - Political uncertainty has increased following the resignation of Prime Minister Shigeru Ishiba, which may affect the Bank of Japan's future monetary policy decisions [6][7]. - Market expectations for a rate hike in October have decreased, with a high probability (98%) that the rate will remain unchanged [7]. Bank of England - The Bank of England's recent decision to cut rates by 25 basis points was contentious, with a 5-4 vote reflecting concerns over medium-term inflation pressures [6][8]. - Upcoming economic data releases, including unemployment rates and CPI, will provide further insights into the UK's economic health and influence future monetary policy [8]. - The Bank of England's Deputy Governor has indicated that while current rates may not be at neutral levels, further easing could risk reversing policy direction later [8]. Bank of Canada - The Bank of Canada is expected to restart rate cuts on September 17, with a 90% probability of a 25 basis point reduction, bringing the rate down to 2.5% [9]. - Recent economic indicators, including a rise in unemployment and a contraction in GDP, suggest significant downward pressure on the Canadian economy [9]. - Analysts believe that the Bank of Canada will adopt a cautious approach, potentially implementing further cuts in October due to ongoing trade uncertainties with the U.S. [9].

建发新兴投资董事长王文怀，这位从闽南走出的投资人，以"爱拼才会赢"的闯劲，将建发新兴打造成国 资LP（基金投资人）队伍中特色鲜明的一员：不设返投硬指标、敢投早期技术、愿意支持新GP（基金 管理人）的首期基金。 近日，在2025母基金年度论坛暨第六届鹭江创投论坛上，王文怀接受了中国证券报记者的专访。他将创 投生态生动比喻为一个有机系统：创业公司是"种子"，GP是"耕作者"，如建发新兴投资这样的国资市 场化LP，是承上启下、调节水量的"水库"，最终的资金所有者则是"水源"。建发新兴投资作为国资背景 的投资机构，基于对国家高质量发展战略和产业发展的深刻理解，通过市场化方式进行精准配置和赋能 灌溉，推动科创"良田"的生长繁荣。 做地方发展战略的"翻译官" 建发新兴投资作为建发集团旗下专业的权益类资产管理机构，成立十年来，合作70多家GP机构、120多 只基金，覆盖超过2000个创业项目，累计管理资金290多亿元，成立至今累计实现净利润超40亿元。 在创投行业，国有资本如何既坚守国家战略使命，又以市场化方式实现高效配置？建发新兴投资用十年 实践给出了答案："方向靠政府，执行靠市场。" 至于如何挑选GP？王文怀透露，建发 ...