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从阿里、小米到AI新城,大厂新一轮选址为何偏爱南京?
21世纪经济报道· 2025-04-12 09:30
这里是南京市首家实施市场化改革的高新区,注重市场化和专业化,行政管理架构扁平、自主 权高,政府部门服务意识强、有干劲,即使和江浙沪地区比也显得颇有看点。 "金融"和"数字经济"是这里的两张招牌。2 0 1 8年,阿里、小米的区域总部选择登陆这里,带 动一批头部互联网企业向此集聚,2 0 2 4年数字经济产业营收达到近6 0 0亿元。这里也集聚了超 1 8 0 0 家 金 融 类 机 构 , 金 鱼 嘴 基 金 街 区 集 聚 备 案 基 金 及 登 记 管 理 人 超 6 0 0 家 , 基 金 总 规 模 超 2 4 0 0亿元,参投企业超4 0 0 0家。 日前赛迪顾问发布的《省级开发区高质量发展研究5 0 0强》显示,建邺高新区位列南京第1, 全国第3 6。 今年1月,建邺区启动建设河西中央科创区(CCD),剑指建设以人工智能为核心的产业科技 创新高地。建邺高新区作为地方的经济发展与科技创新主战场,正发挥数据产业全链条优势, 力促"数据+人工智能"产业融合发展,打造新的增长极。 南京这个新区,"大厂味"越来越浓 作 者丨陈归辞 编 辑丨卜羽勤 图 源丨2 1世纪经济报道 位于南京主城的建邺高新区,起步发 ...
【宝藏】约定缴存礼上新,20元权益待领取
中国建设银行· 2025-04-10 06:35
0.99元起购36元支付立减金( 工作 养老投资的好搭 伴随着个人养老金的全面放开,如何更好地为未 来退休后的悠长假期做好"钱袋子"的准备,成 了大家越来越关心的问题。 那么,关乎人生大计的养老投资,有没有这样一 个"好搭子",既能让我们的投资过程更简单, 又能收获不错的结果呢? 分享干货之前,先送上我们的养老专属福利! 心意五重礼,助力更好的养老生活! THE ZE 约定缴存礼新上线 领20元权益 开 45 点击下方按钮立即开户,并有机会享以下权益。 立即开户 >> 缴存有礼 最高享88元奖励 Ø。 进阶有礼 最高享568元奖励 ● 推荐有礼 每月最高可享2000元奖励 。 ( 客群专属礼 缴存达标还可享20元奖励 > 约定缴存礼 缴存达标可领2000个cc豆� 划个重点|基金定投的优势 操作省心 平摊成本 系统自动执行 有助于淡化 定投计划 择时风险 分批投入 长期投资 不需要一次性 保持投资纪律 享受复利效应 投入本金 注:活动规则详见内页。 省心的方法也能带来好收获 首先,我们介绍一下什么是基金定投 定投,简单来说就是定期定额买入固定的基金。 想必大家都听过华尔街流传的一句话:"要在市 场中准确地踩点 ...
东吴证券:基金日均成交额及换手率环比双降 新发基金规模显著下降
智通财经网· 2025-04-09 05:59
智通财经APP获悉,东吴证券发布研报称,2025年3月,基金指数净值整体小幅下跌,各类型基金收益 高于股票指数型,其中普通股票型、偏股混合型基金小幅上涨。中央汇金明确发挥类"平准基金"作用, 叠加险资权益投资比例上调,将为资本市场提供增量资金并增强市场信心。公募3月新发基金规模显著 下降,ETF规模及保有量同环比均上升;私募基金2月存续规模小幅上升,新备案数量持续下降。 东吴证券主要观点如下: 2025年3月,股票型ETF基金资金净流出83亿元,现存总规模24,096亿元 股票型ETF主要按照宽基ETF、行业与主题ETF、风格ETF分类分析。宽基ETF方面,净流出279亿元, 规模维持在17,937亿元;行业与主题ETF方面,净流入163亿元,规模维持在5,793亿元;风格ETF方面,净 流入32亿元,规模维持364亿元。 金融板块ETF呈现资金流入态势 截至3月31日收盘,银行ETF总市值达175亿元,净流出7亿元;证券ETF总市值达579亿元,净流入9亿 元。2025年3月,基金日均成交额较2月下降192亿元。本月全部基金日均成交额2,535亿元,较去年同期 上升102.2%,环比下降7.1%。本月ETF ...
曾管理876亿 招商基金马龙“清仓式卸任”
Nan Fang Du Shi Bao· 2025-04-07 23:12
Core Viewpoint - The resignation of Ma Long as the fund manager of the "招商安心收益债券" is part of a strategic adjustment by 招商基金 to optimize resources and product management, while he continues to serve as the Chief Fixed Income Investment Officer [2][3]. Group 1: Resignation Details - Ma Long announced his resignation from the "招商安心收益债券" fund manager position, with no products currently under his management [2]. - His resignation is attributed to "another assignment," and he has been managing the "招商安心收益债券" for over 11 years, achieving a cumulative return of 90.83% and an annualized return of approximately 6.1%, outperforming the 中债综合全价指数 by over 50 percentage points [2][3]. Group 2: Successor Information - Wang Zilin, who has been with 招商基金 since July 2018, will take over as the fund manager of "招商安心收益债券" [4]. - Wang Zilin has managed a total of 7 products with an asset size of 402.52 billion, employing strategies focused on active coupon collection, neutral duration, and credit spread analysis [4][5]. Group 3: Investment Strategy and Performance - Wang Zilin's investment style emphasizes stability, credit bond exploration, and liquidity management, with a strong ability to respond to high volatility markets [4]. - His representative product, "招商招祥纯债A类份额," achieved annual performances of 5.43% and 5.33% for 2023 and 2024, respectively, outperforming benchmark returns [5]. Group 4: Company Strategy and Team Structure - 招商基金 has emphasized the importance of minimizing the impact of fund manager changes through a well-structured "大固收" management model, which promotes teamwork and unified investment strategies [6]. - The fixed income investment team consists of nearly 40 professionals, including 22 fund managers with an average experience of over 11 years, ensuring a robust research and investment framework [7].
易方达原油证券投资基金(QDII) 溢价风险提示公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-04-06 22:38
登录新浪财经APP 搜索【信披】查看更多考评等级 近期,易方达基金管理有限公司(以下简称"本基金管理人")旗下易方达原油证券投资基金(QDII)A类 人民币份额(基金代码:161129,场内简称:原油LOF易方达,以下简称"本基金")二级市场交易价格 明显高于基金份额净值。2025年4月1日,本基金基金份额净值为1.2690元,截至2025年4月3日,本基金 在二级市场的收盘价为1.492元,特此提示投资者关注二级市场交易价格溢价风险,投资者如果高溢价 买入,可能面临较大损失。 若本基金在公告日当日二级市场交易价格溢价幅度未有效回落,本基金可根据实际情况通过向深圳证券 交易所申请盘中临时停牌、延长停牌时间等方式,向市场警示风险,具体以届时公告为准。 为此,本基金管理人声明如下: 1、本基金为上市开放式基金,除可在二级市场交易外,投资人还可以申购、赎回本基金,申购、赎回 价格以申请当日收市后计算的基金份额净值进行计算,投资者可通过基金管理人网站或交易行情系统查 询本基金的最新份额净值。根据法律法规及基金法律文件的相关规定,为了基金的平稳运作,保护基金 份额持有人利益,本基金已于2020年3月25日起暂停申购及定 ...
每日钉一下(自由现金流策略,是啥意思?)
银行螺丝钉· 2025-04-04 13:29
很多行业都有顾问,特别是一些专业性很强的行业。 例如, • 看病吃药,需要医生,医生就是顾问; 文 | 银行螺丝钉 (转载请注明出处) 基金投顾,顾名思义,就是基金的投资顾问。 • 有法律问题,需要律师,律师也是顾问。 基金投资也是如此。 基金投顾的诞生,正是为了解决基金行业存在的"基金赚钱,基民不赚钱"的问题。 那么,基金投顾有哪些优势? 是如何通过"投"和"顾",帮助投资者获得好收益的呢? 这里有一门免费课程,详细介绍了基金投顾的相关知识。 长按识别下方二维码,添加@课程小助手,回复「 基金投顾 」即可领取~ ( ) 银行螺丝钉 假村 元音 原价29.9元 5 - 1 - 快速了解基金投顾 课程介绍 ·基金投顾是什么 ·基金投顾有哪些优势 · 如何通过「投」和「顾」帮你 获得好收益 同复「基金投顾」免费领取 #螺丝钉小知识 而自由现金流策略,是除了这6大主流策 略之外,起源于巴菲特等投资大师的一种 投资策略。 那ノ 险旦白山和令达呢? 那么,陌走目四犹亚洲恍: 最常见的估值指标是市盈率,里面用的是 企业的盈利数据。 不过,企业的盈利,不一定代表企业的自 由现金流。 例如有的企业赚到了盈利,但下一年还得 投 ...
公募专户黑幕
阿尔法工场研究院· 2025-04-01 03:07
Core Viewpoint - The article discusses the potential conflicts of interest and resource allocation issues arising from the increasing focus on separate account management by fund companies, particularly in light of recent regulatory changes that allow fund managers to engage in both public and private investment activities [2][4]. Group 1: Separate Account Management - The core appeal of separate account management lies in its "tailored" flexibility, which has also become a breeding ground for potential conflicts of interest [2]. - A recent investigation has revealed that a fund manager in Shanghai is under scrutiny for allegedly using a separate account product for profit transfer, involving funds from insurance company executives [2][3]. Group 2: Client Relationships and Resource Allocation - Insurance companies are key clients for separate account management, leading some fund companies to offer "special treatment" to insurance executives, such as allowing personal participation in separate account investments [3]. - Fund companies may engage in "targeted concessions" through separate account products to attract large clients like insurance companies, prioritizing high-quality research resources for accounts linked to insurance executives [3][4]. Group 3: Information Asymmetry and Market Manipulation - The transparency of public fund holdings allows for potential manipulation, where funds can pre-position in separate accounts before public funds disclose their holdings, leading to profit-taking once public funds drive up stock prices [3][4]. - Concerns have been raised about the independence of holdings between public funds and separate accounts, as well as the allocation of premium research resources, which may favor separate account business over public fund performance [4][5]. Group 4: Industry Trends and Implications - The trend of allocating star fund managers to separate account business indicates a shift in resource distribution within the industry, potentially diluting the interests of public fund investors [4][5]. - The overall environment of fee and salary reductions in the public fund industry may exacerbate the focus on separate account performance over public fund outcomes [6].
2025年一季度公募基金中长期业绩榜
Wind万得· 2025-03-31 22:42
2025年一季度权益市场延续回暖态势,投资者风险偏好持续回升。万得偏股混合型基金指数季度 上涨4.65%,在政策鼓励导向下,该指数近一年累计涨幅达11.77%。细分领域表现分化显著:国 内成长型基金及QDII偏股型基金领跑市场,多只产品三年期收益率突破40%;指数投资热度攀升, 多类ETF产品跻身主题业绩榜单前列。 固收市场结构性分化对债券类基金表现形成显著影响。2025年一季度,短久期策略产品相对占优,万得 短期纯债型基金指数微涨0.13%;而中长期纯债基金受货币政策转向预期及信用利差走阔冲击,万得中 长期纯债指数下跌0.29%,创2023年一季度以来最大单季跌幅。 基金业绩篇 1.1 基金分类榜单 普通股票型基金 | | 普通股票型基金近三年业绩榜 | TOP 20 | | --- | --- | --- | | 排名 基金名称 | | 三年收益 最大回撤 基金经理 | | 1 | 创金合信文娱媒 | 61.44% -28.28% 陆迪 | | | 体A | | | 2 | 金鹰科技创新A | 60.58% -38.68% 陈颖 | | 3 | 招商科技动力3 | 56.81% -18.47% 张林 | ...
这项业务最赚钱!三大头部公募利润曝光……
券商中国· 2025-03-30 08:18
根据上市公司发布的2024年度报告显示,易方达基金、广发基金、南方基金三大头部公募的经营情况浮出水面。 在公募业务出海逻辑的支撑下,易方达基金、南方基金、广发基金过去一年经营的净利润分别为39亿元、24 亿元、20亿元。公募基金经理在股票市场挖掘牛股上偏好出海逻辑的现象,正映射到公募基金管理层在业务 模式、客户拓展、海外资金拓展等战略业务上,以实现公募自身的第二增长逻辑。 券商中国记者注意到,易方达基金、南方基金、广发基金重仓的泡泡玛特、美图公司、名创优品、老铺黄金、 蜜雪冰城等,在业绩和股价崛起的背后是海外业务布局、海外客户业绩贡献的显著抬升,而公募基金在股票投 资上对出海品种的选股成功,也对公募基金通过出海提升自身经营和战略布局提供了参考模式。 三大公募经营穿越行业周期 广发证券披露的2024年度报告显示,参股公司易方达基金2024年实现营收121.09亿元,较2023年减少 3.13%;净利润为39亿元,同比增加15.33%。截至2024年末,易方达基金管理的公募基金规模合计2.05万亿 元,较2023年末增长22.43%;剔除货币市场型基金后的规模合计1.43万亿元,行业排名第一。 另一头部公募广发基 ...
公募基金新发市场迎“暖春”,这类产品成新爆点
券商中国· 2025-03-26 04:26
Core Viewpoint - The public fund market is experiencing a new wave of issuance, with a significant increase in equity products and a positive trend of "volume and quality rising together" as of March 23, 2025 [1] Group 1: Fund Issuance Trends - As of March 23, 2025, the new fund issuance scale has exceeded 220 billion, with equity products showing a notable increase in proportion [1] - From March 24 to 28, 20 new funds are set to be issued, with 14 of them being equity funds, accounting for 70% of the total [3] - The issuance of passive index funds remains dominant, with 10 out of 20 new products being such funds, including multiple free cash flow theme ETFs [3] Group 2: Free Cash Flow Theme ETFs - Free cash flow theme funds have emerged as a highlight, with institutions like E Fund, Yinhua, and Huabao accelerating their layouts [3] - Existing free cash flow ETFs from Guotai and Huaxia have attracted significant capital, with sizes of 2.515 billion and 1.911 billion respectively [3] - A total of 27 institutions are currently involved in this theme, with 28 products awaiting approval, indicating a competitive issuance environment [3] Group 3: Active Management Funds - Active management funds are also gaining traction, with new products launched by Xinyuan Fund and Fortune Fund, reflecting differentiated competition strategies [4] - Nearly 300 active equity funds have reached historical net value highs, boosting investor interest [4] Group 4: Market Dynamics - As of March 21, 2025, the issuance of equity funds has surpassed 40%, with a year-on-year growth of over 100% [5] - The average subscription days for new products have decreased, indicating improved market efficiency, with 26% of new funds ending their fundraising early [5] - The recovery in the new fund issuance market is closely linked to deeper capital market reforms and a shift in investor mindset towards long-term allocation [6]