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亚洲的超级富豪们都在“买买买”哪些资产?
Jing Ji Guan Cha Bao· 2025-10-14 03:25
亚洲超高净值投资者的资金实力雄厚,投资门槛约在2000万美元至10亿美元之间,更倾向于进行全球配置和寻找长期确定性高的资产。 10月11日,经济观察报记者在昇世集团举行的新财富格局论坛上,就亚洲超高净值投资者的跨境资产配置和资产走势等问题,专访了昇世集团亚太区首席 投资官陈敬维。 昇世集团作为新加坡持牌财富管理公司和家族办公室,在客户投资过程中扮演第三方投顾的角色,可代客户在私人银行账户内进行操作投资,但并不直接 托管客户资金。其服务的客户多为亚洲超高净值投资者,这类投资者资金实力雄厚,投资门槛约在2000万美元至10亿美元之间,更倾向于进行全球配置和 寻找长期确定性高的资产。 陈敬维表示,除了股票、债券、黄金等传统的投资类别外,超高净值投资者通常还会考虑另类投资,例如对冲基金、私募基金、房地产基金、基建基金 等。另外,超高净值投资者目前偏向投资黄金、AI(人工智能)产业链的龙头企业、对冲基金、新加坡房地产基金等资产。 以下为专访内容。 投资理念 经济观察报:超高净值投资者有哪些投资理念? 陈敬维:在投资期限上,超高净值投资者不仅关注1至5年的中期机会,更着眼于未来20至30年的长期资产增值,以及资产安全传承 ...
中泰国际:“一行一会一会”举办国新办发布会的政策支撑下,港股大幅高开,政策公布后体现“消息兑现”的获利
Market Overview - On May 7, the Hang Seng Index opened significantly higher due to policy support from the "One Bank, One Commission, One Bureau" press conference, reaching a peak of 23,197 points before closing at 22,691 points, a slight increase of 30 points or 0.1%[1] - The Hang Seng Tech Index fell by 0.8%, closing at 5,200 points, with total market turnover exceeding HKD 240.1 billion and a net outflow of HKD 7.87 billion from the Stock Connect[1] Sector Performance - Major state-owned enterprises in banking, insurance, and telecommunications supported the market, with four major banks rising between 0.4% and 2.0%[1] - AIA (1299 HK) saw its stock price increase by 2.9% over four consecutive trading days following the release of Q1 operational data[1] - REITs like Link REIT (823 HK) and Prosperity REIT (778 HK) rose by 6.7% and 2.7%, respectively, after the announcement of including REITs in the Shanghai-Hong Kong Stock Connect[1] Policy Impacts - The People's Bank of China announced a 0.25 percentage point reduction in the personal housing provident fund loan rate, lowering the five-year first home loan rate from 2.85% to 2.6%[3] - The China Securities Regulatory Commission emphasized enhancing the role of the National Social Security Fund to stabilize the market, indicating a proactive approach to financial regulation[2] Real Estate Market Dynamics - New home transaction volume in 30 major cities reached 149 million square meters, a year-on-year increase of 42.2%, indicating a rebound in the real estate market[9] - The inventory-to-sales ratio for major cities was 98.4, higher than last year but lower than the previous week, suggesting a tightening market[11] Automotive Sector Insights - Li Auto (2015 HK) reported sales of 11,400 vehicles for the week ending May 4, up from 8,600 the previous week, indicating strong demand ahead of the launch of new models[4] - Geely Auto (175 HK) proposed a privatization offer for Zeekr (ZK US) at a 20% premium to its 30-day average price, which is expected to positively impact Geely's stock price[4]