巴菲特在2025年股东大会上表达了对美国财政政策和美元信用的担忧。 他在股东大会上讲到，当时仅仅看了五大商社的财报，就发现这是一个投资机会，投资回报率较高，而 且价格比较便宜，这也符合他一贯的投资理念，就是发现被严重低估的资产就会考虑买，而且他通过在 日本发行低息的债券来买日本商社的股票，可能股息率比债券利息要高很多，所以是一笔比较划算的买 卖。 巴菲特主要投资在美国，海外这几年投资比较多的是日本，未来会不会把一部分资金投向中国资产？过 去几年中国资产估值降得比较多，大约只有美股估值的1/3。今年也出现了科技股东升西落的现象，特 别是A股以人形机器人为代表的AI板块大幅上涨，人形机器人有望成为未来十年我国继家电、手机、新 能源汽车之后的第四大产业赛道，赛道机会比较大。 虽然这次巴菲特没有对是否投资中国资产表态，但是他还是会关注，比如港股一些优质资产如果跌出了 价值，也不排除会去配置。而且巴菲特和他的基金经理对AI的态度也发生了转变，不同于上次股东大 会上质疑的态度，这次他们肯定了AI应用会改变工作和生活方式，但并不急于在保险领域使用AI技 术。AI+传统行业是一个重要发展方向，相信随着技术发展，未来会涌现出一 ...

Core Viewpoint - The macroeconomic backdrop is characterized as "external risks, internal responses," with technology breakthroughs and geopolitical changes driving the restructuring of China's asset valuation system [1] Group 1: China Asset Valuation - The narrative of China's asset revaluation continues, despite the impact of the U.S. "reciprocal tariff" policy, which has caused global asset volatility [2] - The core of China's asset revaluation narrative lies in technology breakthroughs and geopolitical changes, with AI technology development acting as a catalyst [3] - Current valuations of A-shares and Hong Kong stocks are relatively low, with the CSI 300 index's dynamic P/E ratio below 11 times, which is approximately 0.8 to 0.9 standard deviations below the historical average [3][4] Group 2: Investment Opportunities - The current dividend yield of the CSI 300 is about 3.5%, indicating a historically high relative attractiveness of stocks compared to bonds [4] - The long-term process of China's asset revaluation is influenced by external uncertainties, with a focus on how these uncertainties may shift to certainties, potentially creating opportunities [5] - The trend of foreign capital entering A-shares continues, with net buying trends observed even during periods of external risk [8] Group 3: Market Dynamics - Southbound capital has shown increasing interest in Hong Kong stocks, with net buying trends expected to continue due to attractive valuations and the benefits from China's AI technology breakthroughs [9] - The proportion of southbound capital in trading has exceeded 30%, indicating a growing influence on Hong Kong's pricing power [9] - The overall market conditions suggest that A-shares may perform better in the second half of the year compared to the first half [10]

适时举办中小科技企业职称评审专场，邀请专业相似度高的"雏鹰""瞪羚""独角兽"等多家企业共同 参评。支持企业选拔科技带头人、技术破冰人、团队负责人，通过科学化分组、差异化评审，力争为各 企业评定出"技术头雁"，助力中小企业创新发展。 全年服务不少于150家民营企业、不少于3000人，今年，我省将开展民营企业职称评审"直通车""三 专"行动，通过头部企业评审专车、中小科技企业服务专场、技术技能人才贯通专线，助力民营企业职 称评审"直通车"提速。 为头部企业提供评审"专车"服务，到企业生产一线、车间厂房开展职称评审。围绕4个万亿级产业 基地和22个重点产业集群企业的分布情况，各地区人社部门主动对接本地占据领先地位、具有显著影响 力和竞争优势的头部企业、领军企业，特别是产业链的"链长""链主"民营企业，根据企业需求提供定制 化服务，突出评价企业人才的技术攻关能力、企业贡献程度、产业引领作用等方面成效，服务领军企业 做大做强。 以工程、农业领域为重点，开设技术技能人才贯通专线。支持企业技能人才评定相应职称，在开 通"评审专车"、举办"服务专场"过程中，规范高技能人才申报职称程序，为企业高技能人才提供"点对 点"政策服 ...