2025年5月27日（星期二）| 上午10:00 "对齐颗粒度"可谓当今企业在数据应用方面的一大挑战：当重要数据分散于不同系统和模块，将 其进行对齐、整理、分析的难度日益增加。企业亟需能将数据获取一体化、贯通前中后台的解决 方案。彭博企业数据服务（Enterprise Data）集参考数据、监管数据、定价数据、ESG数据、另类 据服务如何为贵企业的工作流程带来助力！ 主讲内容： 彭博静态数据集产品(Data License)为企业整体提供彭博数据集，包括参考数据，定价数据和监管数据，为 财务、投资组合管理与合规系统提供超过5,000万条证券和超过15,000个字段信息。 Data License助您以企业级访问获取终端海量数据集 DATA 功能演示：快速找到彭博数据，一键访问并应用 架。 彭博推出全新的Data Dynamics系列研讨会，通过专家讲解与产品演示，为您直观呈现彭博企业数 主讲嘉宾 钟毓秀 彭博中国企业级数据解决方案业务经理 扫码立即报名 * 报名需要时间审核，敬请耐心等待。审核通过将在微信收到报名成功提醒，活动开始前将会收到具体参会提醒，请注意查收！ * 彭博Bloomberg保留活动的最终解 ...

Core Viewpoint - Wind has launched the first domestic ESG mandatory disclosure index and ESG report index, responding to the guidelines for sustainable development reports issued by the stock exchanges in China, aiming to help investors understand the performance of companies with mandatory ESG disclosures and those that have published ESG reports, thereby promoting the ESG investment ecosystem [1] Group 1: ESG Mandatory Disclosure Index - The Wind ESG Mandatory Disclosure Index (866619.WI) includes companies required to disclose ESG reports as per the guidelines, tracking the overall performance of these companies. Currently, 471 companies fall under this mandatory disclosure requirement [2] - The index was established on December 28, 2018, with a base value of 1000. Over the past year (April 17, 2024 - April 16, 2025), the index has achieved an annualized return of 11.53% with an annualized volatility of 27.79% [2][4] Group 2: ESG Report Index - The Wind ESG Report Index (866618.WI) is based on all A-shares listed on the Shanghai, Shenzhen, and Beijing stock exchanges, selecting companies that published independent ESG reports for the previous year. A total of 2226 A-share companies disclosed their 2023 ESG reports, qualifying for this index [5] - This index also started on December 28, 2018, with a base value of 1000. In the past year (April 17, 2024 - April 16, 2025), it has recorded an annualized return of 19.17% and an annualized volatility of 28.88% [5][7] Group 3: Performance Comparison - Both the Wind ESG Mandatory Disclosure Index and the Wind ESG Report Index have significantly outperformed the CSI 300 Index over the past year, indicating that companies within the mandatory disclosure scope and those that have published independent ESG reports perform better in the capital market [7] - This performance highlights the importance of ESG information disclosure in enhancing corporate market competitiveness, providing a new perspective and decision-making reference for investors, regulators, and other stakeholders [7]

Core Insights - The article emphasizes the launch of the ESG data empowerment program by Wind, aimed at supporting academic research in the ESG field and promoting sustainable finance education [1][2] - Wind has developed a data-driven ESG rating system, integrating over 20,000 diverse data sources to address the challenges of data scarcity and non-standardization in ESG metrics [1] - The program will provide eligible academic teams with free access to Wind ESG rating data, covering over 10,000 companies, including all A-share and Hong Kong-listed companies, as well as public credit bond issuers [1][2] Group 1 - The ESG data empowerment program is part of Wind's broader initiative to enhance media, private equity, and client capabilities [1] - High-quality ESG data is identified as a key factor for advancing research and generating valuable outcomes in the ESG domain [1] - Wind ESG has become the most recognized ESG rating in the market, according to data from the China Listed Companies Association [1] Group 2 - The program targets academic institutions focusing on ESG research, inviting relevant teachers or teams to participate [2] - The application period for the program runs until December 31, 2025, with interested parties required to submit their team introduction and research plan via email [2] - Wind ESG offers extensive and transparent data analysis of listed companies' ESG fundamentals, aligning indicators with international standards while highlighting Chinese characteristics [2]

政策调整下，尽调核查的要求越来越严格了，查发行人的诚信信息涉及的网站多，截图保存 繁琐，底稿文件又要求规范，手动整理耗时耗力。 最近，笔者常用的查询工具上了新功能：网络核查，正好给各位做尽调、合规业务的朋友们 解决了这个大难题，核查更规范更高效了！ 先指路：www. q y y jt. c n——企业预警通 ▲ 支 持 批 量 导 入 核 查 企 业 、 批 量 选 择 核 查 网 站 、 自 定 义 设 置 核 查 规 则 ， 简 化 繁 琐 的 核 查 流 程，自动执行核查任务。核查网址包含 信用中国、中国执行信息网、中国人民银行 等。 02 5分钟出具核查结果，真香！ | 企业预警通 会融 | | 1745 德维 | | 殷景 | 基金 | 金融机构 | 区域 | 行情 | 资讯 帮助 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 器 我的常用 N ▲ 首页 | 品 网络极重 | × | + | | | | | | | | ...

3月19日上午，《全球ESG趋势与中国ESG发展研究》 成果发布会在国务院发展研究中心举行，正式发布课题研究总报告《中国ESG发展与展望》 （简本）。 课题组由国务院发展研究中心组建，Wind ESG评级提供了数据库及计算支持。 发布会上，国务院发展研究中心副主任隆国强致辞并作主旨演讲，力拓集团首席执行官石道成(JakobStausholm)致辞，国务院发展研究中心企业研究所原 所长陈小洪、企业研究所所长袁东明、资源与环境政策研究所所长高世楫先后作成果介绍。 中国企业改革与发展研究会会长、国务院国有资产监督管理委员会原党委委员彭华岗，生态环境部应对气候变化司副司长陆新明，国际可持续准则理事会 (ISSB)主席特别顾问兼北京办公室主任张政伟，国家节能中心副主任康艳兵，力拓集团健康、安全和环境总裁弗洛伊迪斯·卡梅隆-约翰逊，上海财经大学 和清华大学教授、国际会计准则理事会前理事张为国等嘉宾围绕课题报告展开了研讨。 中铝集团党群工作部副主任、直属纪委书记宋昇，宁德时代副总裁孟祥峰，联想集团ESG与可持续发展负责人、联想中国平台ESG委员会秘书长王旋，联 影医疗公共事务部总裁孙伟森等企业代表结合自身相关业务分别发言。 ...

Core Viewpoint - The article emphasizes the transformative impact of DeepSeek, an open-source large language model, on the financial industry, highlighting its cost-effectiveness, efficiency, and innovative technology that supports the intelligent transformation of financial data [1][3][21]. Group 1: Core Technical Advantages of DeepSeek - DeepSeek employs a permissive open-source strategy (MIT License), enabling rapid global dissemination and application of its technology, fostering a developer ecosystem that allows small and medium enterprises to adopt AI capabilities at low costs [3][4]. - The model enhances traditional large models by introducing "active learning" capabilities, allowing it to adapt and optimize its performance based on market changes, thus improving decision-making in financial data analysis [5][6]. - DeepSeek optimizes the entire training process, significantly improving efficiency and reducing costs through techniques like mixed expert models and data compression, making top-tier AI technology accessible to smaller enterprises [7]. Group 2: AI Applications in the Financial Industry - AI, including DeepSeek, enhances operational efficiency in financial institutions by automating customer service and programming tasks, leading to a 50% increase in customer service efficiency at LSEG [9]. - In risk management, AI optimizes risk control models by analyzing large datasets and generating timely risk assessments, enabling financial institutions to mitigate potential losses [10]. - AI improves investment strategies by providing personalized investment advice based on market dynamics, as demonstrated by TwoSigma's use of large models to analyze financial reports and news [11]. - AI enhances customer experience through personalized recommendations and intelligent interactions, increasing customer satisfaction and engagement, exemplified by Standard Chartered's collaboration with LSEG [12]. Group 3: Compliance Challenges and Strategies - The financial sector faces data privacy and security risks due to its reliance on sensitive data, with potential threats from misuse of biometric information and phishing attacks [13]. - Financial institutions using DeepSeek can ensure data security and compliance through localized deployment and encryption technologies, mitigating legal risks [14]. - User education is crucial in the AI era, with financial institutions employing AI to monitor and alert users about potential risks, creating a dual defense of technology and education [15]. Group 4: Future Trends and Innovations - AI Agents are expected to automate business processes, significantly improving efficiency and reducing human error in tasks like fundamental and technical analysis [16]. - The development of multimodal capabilities in DeepSeek will allow for better integration of visual and auditory data, enhancing investment decision-making [17]. - Future language model developers may use natural language to "code," lowering the technical barriers for AI development and fostering rapid business innovation [18]. - DeepSeek's low-cost AI approach may democratize access to advanced analytical capabilities, reshaping the competitive landscape in the financial sector [19].

全球领先的金融数字平台及企业解决方案提供商FactSet慧甚（纽约证券交易所代码：FDS；纳斯达克股票 代码：FDS）近日与人工智能搜索引擎初创公司Perplexity携手合作，将AI驱动的智能分析与全面的金融 数据无缝整合。这一合作将前沿科技与高质量、可信度极高的内容完美结合，助力您以更快的速度、更睿 智的方式做出决策。 如今，Perplexity的用户可以在同一个平台上访问FactSet的优质内容及公开知识数据，能够帮助用户快速 分析海量数据、捕捉新兴趋势，优化工作流程。这样，您可以将精力聚焦于更具高价值的任务，进而达成 更出色的成果，做出更为明智的决策。 核心功能亮点： *访问FactSet的优质金融数据和公共网络数据，精准解答复杂问题 *借助AI工作流，快速实现对海量数据的深度分析与解读 *可无缝跳转至FactSet Workstation，获取更为深入、专业的见解 *具备灵活开放的集成特性，能够完美适配您个性化的工作方式 与我们分享您在业务上的挑战。 凭借AI驱动的智能摘要以及FactSet的海量数据，我们正全方位提升研究能力、增强数据探索的深度与广 度，同时显著提高决策效率，让您能够心无旁骛地专注 ...

Core Insights - The article emphasizes the importance of alternative data in understanding consumer trends and company fundamentals in the U.S. stock market [1][4] - It highlights the growing interest among industry experts in utilizing alternative data to uncover investment opportunities and mitigate risks [1] Group 1: Webinar Overview - The webinar titled "Grasping U.S. Stock Fundamentals: The Use and Value of Alternative Data" will focus on how to leverage alternative data to analyze U.S. stock fundamentals and consumer trends [4] - Key topics include analyzing fluctuations in consumer spending across various industries and differences in spending among different income levels [2] - The session will introduce Bloomberg's datasets, particularly Bloomberg Second Measure (BSM) and Transaction Level Data Product (TLDP), to aid in understanding competitive strategies [4] Group 2: Registration Information - Registration for the webinar requires a review process, and participants will receive a confirmation notification via WeChat upon approval [3] - Attendees will also receive specific reminders before the event starts [3]

带有 ※ 场次可以来彭博上海办公室参加现场培训，实机操作。 彭博数据调取语言BQL系列： 是彭博终端新手，希望多加了解常用的基本功能 想通过终端的强大功能分析债券、外汇、股票、商品、衍生品市场 对终端上的量化应用/图表分析/投组管理等技术工具有强烈兴趣 想了解最新的、全面的市场热点以及彭博专业分析师点评 如果您⋯⋯ 彭博量化系列3：彭博数据调取语言BQL入门 3月4日（周二）17:00 – 18:00 彭博量化系列4：彭博数据调取语言BQL - 公司大事类（分红，回购，上市，并购）数据 3月6日（周四）17:00 – 18:00 彭博量化系列5：彭博数据调取语言BQL - 个股和指数基本面数据 3月18日（周二）17:00 – 18:00 驾驭市场基因：彭博终端股票因子分析攻略 3月19日（周三）17:00 – 18:00 彭博量化系列6：彭博数据调取语言BQL - 债券评级数据 3月20日（周四）17:00 – 18:00 彭博量化系列7：彭博数据调取语言BQL - 固定收益曲线数据 3月25日（周二）17:00 – 18:00 都可以使用 彭博研讨会与讲座功能SMNR 查看近期线上研讨会日程，并点击 " ...