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星展联手多元资产投资平台GraniteAsia 成立逾8亿港元AI新股基金
Xin Lang Cai Jing· 2026-02-23 06:20
星展集团行政总裁兼董事陈淑珊表示,有关合作显示出集团"一体化银行"理念,即整合财富管理、机构 银行和全球金融市场团队,为客户提供服务。Granite Asia高级管理合伙人符绩勋指,随着资本市场回 暖,更容易获得增长资本,与星展银行合作,将使公司进一步增长。 双方已签署合作备忘录,Granite Asia负责开发新基金,专门分销予星展的财富管理客户,为他们提供 共同投资的机会。星展则为Granite Asia的基金和旗下处于各个发展阶段的投资组合公司,提供端到端 解决方案,包括融资与企业贷款、收购合并的顾问服务、发行债券和筹备新股发行等。 星展银行与多元资产投资平台GraniteAsia合作,并完成1.1亿美元(约8.58亿港元)人工智能新股基金集 资,投资有意上市的AI驱动型公司。自2015年以来,亚洲已成立超过1.3万间AI驱动型公司,其中许多 正处于寻求融资,以加快扩充的阶段。双方指,该新基金旨在加快亚洲AI生态系统的发展,吸引东南 亚、南亚和欧洲广泛投资者,以显示全球对这类亚洲公司的投资兴趣。 ...
摩根大通高呼“超配”中国:回调即买入,明年涨幅可期!
Jin Shi Shu Ju· 2025-11-27 10:01
Group 1 - Morgan Stanley has upgraded its rating on Chinese stocks to "overweight," indicating that the potential for significant gains next year outweighs the risks of major losses [1] - The report highlights that the Chinese stock market has retraced some of its excess gains from this year, creating an attractive entry point [1] - Multiple supportive factors for next year include the application of artificial intelligence, consumer measures, and governance reforms [1] Group 2 - The MSCI China Index has declined by 6.2% this quarter, while the broader MSCI Asia Pacific Index has increased by 1.3% [1] - Since early April, the MSCI China Index has risen approximately 33%, compared to a 37% increase in the Asian benchmark index [1] - The report suggests that the Chinese stock market is still in the early stages of recovery from a downtrend that began at the end of 2020, with acceptable valuations and light positioning [1] Group 3 - Fidelity International's global diversified asset investment head expresses optimism for the Chinese stock market, particularly in the technology sector, viewing recent market pullbacks as a good opportunity to increase exposure [2] - Morgan Stanley forecasts that the MSCI Asia (excluding Japan) Index could rise to 1025 points next year, representing a potential increase of about 15% from the recent closing price [2] - Open Source Securities notes that the recent upward trend in A-shares since late June is a normal fluctuation, and the current pullback is within a reasonable range for historical bull market adjustments [2] Group 4 - Open Source Securities anticipates a more balanced market style by 2026, with technology remaining a long-term allocation advantage while cyclical sectors will also present investment opportunities [3] - The report indicates that dividend styles are expected to perform better in 2026 compared to 2025, warranting attention [3]