在科技不断演进的时代里，人工智能正成为我国科技创新和经济发展的重要驱动力。面对这一趋势，中 欧基金基金经理冯炉丹选择以系统性框架来应对复杂的市场变化。她利用"3D"投资方法，试图在喧嚣 与波动中识别真正具备长期潜力的产业机会。在她看来，AI不仅是一项新技术，更是一种重构市场需 求和产业逻辑的力量。 公开信息显示，冯炉丹拥有9年从业经验，4年投资经验。复旦大学金融学硕士，2016年7月加入中欧基 金，2021年10月起管理公募产品，现任中欧新蓝筹（与周蔚文共管）、中欧数字经济（独自管理）基金 经理。 从冯炉丹的职业履历来看，横跨多个行业——有色、金融、传媒、计算机等。然而，自2018年起，她逐 渐将重心聚焦在科技成长板块，并深耕至今。谈及这一选择，她坦言，既有个人兴趣的驱动，也有理性 判断的支撑。"我个人是喜欢有变化的行业，喜欢新鲜的东西。"她坦率地说。比如在ChatGPT刚发布 时，她便第一时间上手体验，线上各种AI产品也都亲自试用。对变化的兴趣，不仅带来好奇心，更驱 动她对科技趋势的前瞻性思考。 她看重科技长期的成长性。"我希望找到真正具备数倍增长潜力的大趋势，而科技板块，是我认为最有 希望实现这一点的方向 ...

中国ETF市场净流入1089.2亿美元 红利策略受关注 智通财经7月16日电，摩根资产管理联合上海证券交易所成功举办"ETF新生态 长投赢未来"沪市ETF主 题活动。会上指出，截至今年年4月末，全球ETF市场在过去十年持续扩张，整体资金维持净流入趋 势。其中，中国ETF市场表现突出，过去一年净流入1089.2亿美元（约合7844亿元人民币），在亚太地 区居首，占区域总资产规模的30.7%。摩根资产管理中国指数及量化投资部总监兼基金经理胡迪认为， 在全球宏观环境复杂多变背景下，具备防御属性的红利资产价值凸显，尤其是高股息率的港股红利资 产，成为市场关注焦点。（智通财经记者 吴雨其） ...

中国物流：有不法分子将企业注册为所属企业下属企业 金十数据7月16日讯，7月16日，中国物流集团有限公司发布声明称，关注到有不法分子将企业注册为中 国物流所属中国物流集团国际控股有限公司下属企业。经核实，以下公司及其所属各级公司均与中国物 流所属中国物流集团国际控股有限公司无隶属或股权关系，其一切行为均与中国物流所属企业无关。 | 公司名称 | 统一社会 | 法定代表人 | 注册登记 | | --- | --- | --- | --- | | | 信用代码 | | 机关 | | 中配(江西) 物流管理有限 | 91360323MA | 李丰盛 | 芦溪县市场监 | | | EMF4F278 | | 督管理局 | | 公司 | | | | ...

Group 1 - The core viewpoint of the report is that markets outside the US present better investment opportunities due to attractive valuations and supportive fiscal spending and central bank policies [1] - Despite ongoing trade disputes, geopolitical tensions, expanding fiscal deficits, and rising interest rates, the market is approaching historical highs, indicating a recovery from recent lows [1] - Investors are reassessing the market, with expectations that risk factors will have limited impact, focusing instead on positive elements such as stable corporate earnings and increasing fiscal spending [1] Group 2 - Prudential has reduced its underweight allocation to large US stocks due to balanced upside and downside risks surrounding tariff negotiations [2] - The company maintains an underweight allocation to bonds due to increased supply needed for US fiscal policy and potential inflation threats from tariffs that could raise US interest rates [2] - Prudential has decreased its underweight allocation to growth stocks relative to value stocks, driven by renewed enthusiasm for AI investments [2] Group 3 - The company continues to favor short-duration bonds as the short end of the yield curve is constrained by Federal Reserve policies, while the long end has more upside potential [2] - Prudential maintains a high allocation to inflation-linked bonds and Asian credit [2] - The company also holds a high allocation to cash for its attractive yield and to limit duration risk, although some cash has been reallocated to equity risk [2]

近期份额规模变动情况： 日期期间申购（亿份）期间赎回（亿份）期末总份额（亿份）期末净资产（亿元）净资产变动率2025- 03-310.000.000.020.02-2.54%2024-12-310.000.020.020.02-47.96%2024-09-300.000.020.040.04-27.77%2024- 06-300.290.350.060.06-49.10% 截至2025年6月30日，华宝基金旗下华宝沪港深价值指数C（007397）期末净资产0.07亿元，比上期增加 52.18%，该基金经理为周晶。 天眼查商业履历信息显示，华宝基金管理有限公司成立于2003年3月，位于上海市，是一家以从事资本 市场服务为主的企业。注册资本15000万人民币，法定代表人为黄孔威。 简历显示，周晶先生:经济学博士、工商管理硕士。先后在美国德州奥斯丁市德亚资本、泛太平洋证券 (美国)和汇丰证券(美国)从事数量分析、另类投资分析和证券投资研究工作。2005年至2007年在华宝基 金管理有限公司任内控审计风险管理部主管,2011年6月再次加入华宝基金管理有限公司,先后担任首席策 略分析师、策略部总经理、海外投资部总经理、 ...

Core Viewpoint - The efficient utilization of existing real estate has become an important and necessary means for state-owned enterprises to enhance asset efficiency in the new economic landscape [1] Group 1: Asset Management Transformation - As the market enters a stock era, asset management needs to shift from simple management and cost control to refined asset operation management [2] - Many central enterprises and state-owned enterprises in Beijing are establishing asset management companies or platforms to elevate management from mere financial oversight to comprehensive asset operation [2] - The integration of operation management, asset management, and property management is crucial to enhance project value in a competitive office market [2][3] Group 2: Challenges in Asset Management - State-owned asset management faces four core issues: unclear asset boundaries, underutilized value of old assets, low management efficiency, and unsustainable development [4][5][6] - Many state-owned enterprises lack a clear understanding of their asset boundaries and underlying information [5] - Old state-owned assets often mismatch in quality, type, and regional development, leading to low operational value realization [5] - The reliance on internal clients has resulted in a lack of market competitiveness, making it difficult to adapt to market changes [6] Group 3: Solutions and Strategies - Companies are exploring solutions such as asset classification and market-based evaluation to manage assets effectively [7] - Enhancing asset value requires addressing compliance issues of flawed assets as a prerequisite for improvement [7] - For urban renewal projects, assessing the suitability of old properties for regional development is essential [7] - Operational efficiency can be improved through software-level adjustments rather than significant hardware investments [7][8] Group 4: Sustainable Development of Assets - Achieving sustainable asset development hinges on resolving exit strategies, funding, and standardization of management [8] - The capital market is increasingly offering diverse exit channels for holding-type real estate, including public and private REITs [8] - Clear asset management strategies and standardized management tools are necessary to align with market demands and enhance operational efficiency [8]

齐鲁晚报·齐鲁壹点记者 张頔 7月16日，第三届中国国际供应链促进博览会（以下简称"链博会"）在北京开幕。为期5天的链博会上，首次参展的鲁商集团将展示"鲁商一盘货"的创新实践 和"产品共研、渠道共融、生态共建、金融共赋"的新型供应链模式，不仅将与更多国内外的商业伙伴交流供应链创新管理经验，还将在链博会上链接上下游 合作方。 山东省创新研究院在本次链博会展出的产品均为围绕自有品牌"鲁商舌尖"、银座品牌"银座优选"、鲁商科技品牌"礼尚乘"自主研发的自营产品。其中，"礼 尚乘"有机口粮茶是由"鲁商舌尖"、"礼尚乘"联合云南农垦集团共同推出云南有机口粮茶，采取产地直采、源头直发的形式，品类涵盖了生普、熟普、白 茶、滇红等多种品类，在快节奏的都市生活中，为消费者打造了一个高品质茶空间。 古佳酒庄（Chateau de Cugat）贝努瓦梅耶酒业公司成立于2003年2月12日，2011年由山东省商业集团有限公司收购运营，系省属国企自有产业。古佳酒庄位 于法国西南部的世界葡萄酒中心---波尔多产区，是法国A.O.C法定产区级酒庄，直接掌控优质葡萄园资源，实现从葡萄种植、生产酿造、灌装的全流程监 控。鲁商集团与山东港口物流合 ...

2025年7月16日，中证鹏元公布评级报告，深圳市招商平安资产管理有限责任公司2025年度第二期中期 票据信用评级（25招商平安MTN002B）为"AAA"，评级展望稳定。 中证鹏元表示，本次等级的评定是考虑到深圳市招商平安资产管理有限责任公司是经深圳市人民政府批 准设立，并经原中国银监会核准的深圳市首家具有金融机构不良资产批量收购处置业务资质的地方资产 管理公司，在区域内具有较强的竞争优势；股东综合实力强，在业务协同等方面给予公司较大支持。同 时中证鹏元也关注到，本期债券设置有后偿等条款，可能加大债券投资者的潜在投资风险；受资本市场 波动影响，公司业绩稳定性有待加强；涉房出险项目回收处置难度加大；资产负债率较高，面临一定的 流动性风险管控压力等风险因素。 公司业务布局较为多元，股东综合实力强，中证鹏元给予公司稳定的信用评级展望。 资料显示，公司成立于2017年3月，是经深圳市人民政府批准设立，并经原银监会核准的深圳市第一家 具有金融机构不良资产批量收购处置业务资质的地方资产管理公司，初始注册资本30亿元，招商局金融 控股有限公司、中国平安人寿保险股份有限公司、深圳市投资控股有限公司和中证信用增进股份有限公 ...

在资金大量流入的推动下，香港资产管理行业总资产规模去年激增13%，达到35.1万亿港元(约合4.5万 亿美元)，突显这座亚洲金融中心正强劲复苏。根据香港证监会的一项调查，2024年全行业的净资金流 入跃升81%，达到7050亿港元。其中，资产管理及基金顾问业务的资金流入大增571%，达3210亿港 元。私人银行与财富管理业务的资产规模则增长15%，达10.4万亿港元，得益于3,840亿港元的净流入。 ...

Core Viewpoint - In the first half of 2025, China's fixed asset investment (excluding rural households) reached 24.8654 trillion yuan, showing a year-on-year growth of 2.8% [1] Group 1: Overall Investment Trends - Fixed asset investment (excluding rural households) increased by 5.3% year-on-year after adjusting for price factors [1] - In June, fixed asset investment (excluding rural households) experienced a slight decline of 0.12% month-on-month [1] Group 2: Investment by Industry - Investment in the primary industry was 481.6 billion yuan, with a year-on-year growth of 6.5% [1] - The secondary industry saw an investment of 88.294 trillion yuan, growing by 10.2% year-on-year, with industrial investment specifically increasing by 10.3% [1] - The tertiary industry investment totaled 155.543 trillion yuan, reflecting a year-on-year decline of 1.1% [1] - Within the secondary industry, mining investment grew by 3.4%, manufacturing investment increased by 7.5%, and investment in electricity, heat, gas, and water production and supply surged by 22.8% [1] - In the tertiary industry, infrastructure investment (excluding electricity, heat, gas, and water production and supply) rose by 4.6%, with notable increases in water transport (21.8%), water conservancy management (15.4%), and railway transport (4.2%) [1] Group 3: Regional Investment Performance - Investment in the eastern region decreased by 0.8%, while the central region saw a growth of 3.2% and the western region increased by 4.8% [1] - The northeastern region experienced a decline in investment of 1.9% [1] Group 4: Investment by Registration Type - Domestic enterprises' fixed asset investment grew by 2.8% year-on-year, while investment from Hong Kong, Macau, and Taiwan enterprises increased by 4.8% [2] - Foreign enterprises' fixed asset investment, however, saw a significant decline of 13.6% [2]