IMF维持对阿根廷经济2026年和2027年4%的增长预测 其指出全球经济正处于"稳定"增长轨道，但面临各方压力。该组织预测，2026 年全球经济增长率为3.3%，2027年为3.2%。但该组织指出，这种稳定局面掩盖 了全球经济中各种力量相互对立的现实。虽然北美和亚洲等地区科技相关投资 蓬勃发展，但其他地区却面临着贸易和地缘政治紧张局势带来的不利影响。当 前的"均衡"态势是由于私营部门对挑战的适应、技术投资的积极推动，与保护 主义政策和国际贸易不确定性负面影响共同作用形成的。 国际货币基金组织1月19日发布《世界经济展望》，重申2025年10月对阿 根廷的预测：2026年和 2027年均增长4%。在列出的30个经济体中，阿根廷的 增长排名第十一位。 ...

证券日报网讯1月27日，光大同创在互动平台回答投资者提问时表示，本次与专业投资机构共同投资设 立基金，旨在依托其专业能力与产业资源，在发掘投资机遇的基础上，重点围绕公司主业协同、新兴产 业前沿及新质生产力等方向进行战略布局。此举不仅有助于实现产业协同、拓展发展空间，更能为公司 积累关键的技术储备与项目资源，进而培育未来发展的新增长曲线，最终服务于公司实体经济的高质量 发展。未来投资规划方向主要聚焦于硬科技和突破关键核心技术的科技型企业，重点围绕AI算力基础 设施及新一代通信技术等相关行业优质标的企业和关键核心技术。目前相关合作处于初期阶段，公司将 根据后续进展情况履行相应的信息披露义务。 ...

Market Overview - The US stock market experienced slight declines on December 30, with the S&P 500 down 0.14% to 6896.24 points, the Nasdaq down 0.24% to 23419.08 points, and the Dow Jones down 0.2% to 48367.06 points [7] - In contrast, European stock indices rose, with the UK FTSE 100 reaching a record high, closing at 9940.71 points, up 0.75%, the CAC40 index in France up 0.69% to 8168.15 points, and the DAX index in Germany up 0.57% to 24490.41 points [7] Commodity Market - The metal market showed volatility, with significant rebounds in silver and copper after a drop from historical highs. COMEX silver futures rose by $5.555, a 7.88% increase, closing at $76.015 per ounce, while spot silver increased by $4.14, a 5.74% rise, to $76.28 per ounce [8] - COMEX platinum futures increased by $85.4, a 4% rise, to $2220 per ounce, and COMEX gold futures rose by $8.70, a 0.20% increase, to $4352.3 per ounce [8] - Base metals saw a general increase, with London copper rising approximately 3.7%, and nickel prices reaching a 14-month high of $16,780 per ton, driven by supply chain pressures and production cut signals from Indonesia [8] International Macro - The Federal Reserve's meeting minutes indicated differing views among officials regarding the restrictiveness of current monetary policy, with most expecting potential rate cuts if inflation trends align with expectations, while some suggested a pause in rate cuts [9] - India's GDP has surpassed Japan's, making it the fourth-largest economy globally, with projections to potentially overtake Germany within three years. India's GDP is currently at $4.18 trillion, with expectations to reach $7.3 trillion by 2030 [9] Corporate News - Tesla has provided a rare consensus forecast for Q4 2025 deliveries, estimating 422,850 vehicles, a 15% year-over-year decline, while other analysts estimate 440,907 vehicles, an 11% decline [9] - SoftBank has completed a $40 billion investment in OpenAI, marking one of the largest private financings in history, as part of its strategy to build a significant tech investment portfolio focused on AI [10] - Warner Bros. plans to reject Paramount's acquisition offer, citing no improvement in valuation and favoring Netflix's proposal [10] - Nvidia is in advanced talks to acquire Israeli AI startup AI21 Labs for up to $3 billion, primarily interested in its highly skilled workforce [10]

Group 1: U.S. Stock Market Performance - Institutional investors are adjusting their positions as they reassess the AI industry's development and profitability prospects for the coming year, leading to a decline in U.S. tech stocks [1] - The three major U.S. stock indices closed lower, with the Dow Jones down 0.51%, the S&P 500 down 0.35%, and the Nasdaq down 0.50% [1] - Tesla led the decline among the seven major U.S. tech giants, falling by 3.27%, following reports that Cathie Wood's firm sold approximately $30 million worth of Tesla shares [1] Group 2: European Stock Market Performance - European markets showed mixed results, influenced by ongoing peace negotiations between Russia and Ukraine, which are reportedly in the "final stages" [2] - The defense and military stocks in Europe faced downward pressure, contributing to slight declines in some national indices, with the UK market down 0.04%, while France and Germany saw minor increases of 0.10% and 0.05%, respectively [2] Group 3: International Oil Prices - International oil prices saw a significant increase due to investor expectations that Russian oil will take time to return to the international market and concerns over Middle Eastern oil supply disruptions following Saudi airstrikes in Yemen [3] - As of the close, light crude oil futures for February delivery settled at $58.08 per barrel, up 2.36%, while Brent crude futures for February delivery closed at $61.94 per barrel, up 2.14% [3] Group 4: Precious Metals Market - Precious metals prices experienced a sharp decline, with silver futures recording the largest single-day drop in nearly five years, attributed to a significant increase in margin requirements by the CME Group [4] - Gold futures fell over 4.5%, breaking through the $4,500 and $4,400 per ounce levels, while silver futures dropped more than 8%, reaching a maximum intraday fluctuation of 15% [4] - As of the close, gold futures for February delivery settled at $4,343.6 per ounce, silver futures for March delivery at $70.460 per ounce, and palladium futures at $1,687.9 per ounce, with respective declines of 4.59%, 8.73%, and 16.58% [4]

Core Insights - The article discusses the wealth comparison between Li Ka-shing and other billionaires, emphasizing that Li's true net worth may be significantly underestimated due to the valuation methods used for private and unlisted assets [1][4] - It highlights Li Ka-shing's philanthropic efforts, noting that he donated one-third of his wealth to the Li Ka-shing Foundation, which was valued at approximately $130 billion at the time of donation [3] - The article also points out the undervaluation of Li's holdings in his companies, Cheung Kong and CK Hutchison, due to their market capitalization being significantly lower than their net asset values [4][6] Company Valuation - Li Ka-shing's holdings in Cheung Kong and CK Hutchison are approximately valued at $1.5 trillion based on current market prices, but their net asset values suggest a much higher worth of around $2.7 trillion [4][6] - The article mentions that Cheung Kong's market capitalization is $211.8 billion while its net asset value is $670 billion, indicating a severe undervaluation [4] - CK Hutchison's market capitalization is $140.8 billion with a net asset value of $395 billion, also reflecting a significant discrepancy [4] Investment Portfolio - Li Ka-shing's private investment fund, Horizons Ventures, has invested in over 100 technology companies, including Meta and Zoom, showcasing his strategic focus on high-growth sectors [6][9] - The article details Li's early investment in Facebook, where he invested $600 million for a 0.8% stake, later increasing his investment to $4.5 billion for approximately 3% ownership, which has yielded substantial returns [7][9] - Li's investment in Zoom also proved lucrative, with his stake peaking at nearly $10 billion during the company's market highs [9] Cash Flow and Asset Distribution - Following the family split in 2015, Li Ka-shing allocated approximately $300 billion in cash assets to his younger son, while distributing fixed assets of similar value to his elder son, indicating the scale of his wealth [9] - The article emphasizes that despite controversies in his business dealings, Li's ability to generate wealth remains unparalleled [9]

Group 1 - The establishment of the Xiamen Industrial Investment Emerging Technology Partnership marks a significant milestone in the strategic collaboration among Xiamen's three major supply chain companies: Jianfa, Guomao, and Xiangyu, with a total investment of 6.86 billion yuan [1] - This partnership is seen as a model for local state-owned enterprises to engage in capital operations that drive technological innovation and industrial upgrading, setting a new benchmark for high-quality development [1] - The three companies, recognized as the "three swordsmen" in China's supply chain sector, have transitioned their collaboration from "intelligent operations" to "capital empowerment," indicating a strategic leap from industrial synergy to capital synergy [1] Group 2 - The partnership focuses on "technology promotion and application services" and "investment activities with self-owned funds," avoiding financial licensing issues while aligning with national policies encouraging early-stage investments in technology [2] - The structure of the partnership, combining state-owned enterprises, district-level platforms, and market-oriented fund managers, ensures effective alignment with policy directions while maintaining operational professionalism and flexibility [2] - The initiative aims to create a local version of a corporate venture capital (CVC) platform, directing social capital towards hard technology sectors, thereby supporting the local economy and contributing to a self-reliant modern industrial system [2] - In the short term, the partnership will focus on sectors such as semiconductors, artificial intelligence, new energy, and biomedicine, while its long-term value lies in establishing a virtuous cycle of investment, incubation, industrialization, and exit [2] - By effectively integrating Jianfa's global supply chain network, Guomao's financial and trade resources, and Xiangyu's logistics and park advantages, the partnership aims to enhance the commercial efficiency and market competitiveness of invested companies [2]

Core Viewpoint - China Financial Leasing (02312.HK) is actively seeking investment opportunities in the fields of artificial intelligence and Web 3.0 following the completion of its mandatory general offer in August 2025 and the share subscription in October 2025 [1] Investment Activities - The company has made several new investments in both listed and unlisted securities in the AI and Web 3.0 sectors, including Alibaba Group Holding Limited (stock code: 9988.HK), Derin Holdings Group Limited (stock code: 1709.HK), Solowin Holdings (NASDAQ: AXG), and various technology-related exchange-traded funds (ETFs) [1] - These new investments are part of the company's ongoing efforts to diversify its asset portfolio and capitalize on long-term value opportunities in the digital economy [1]

Core Viewpoint - CATL has re-entered the investment scene by committing 500 million yuan to a new fund managed by Boyu Capital, signaling a recovery in China's venture capital market by the end of 2025 [4][6]. Group 1: Investment Activity - CATL announced its investment of 500 million yuan in the "Boyu New Intelligence New Industry (Ningbo) Equity Investment Partnership," which has a total subscription scale of 4 billion yuan, focusing on technology, healthcare, consumer goods, and retail sectors [6][8]. - Other companies, including Luoyang Molybdenum and Yitai B shares, have also announced their participation in the same fund, indicating a broader interest in this investment opportunity [8]. - The investment by CATL is part of a larger trend where the company is reviving its investment activities after a slowdown in recent years, having previously invested over 2.3 billion yuan in six funds within six months in 2021 [8]. Group 2: Market Sentiment and Trends - The investment by CATL reflects a shift in the overall sentiment of the primary market in 2025, moving away from caution to increased activity among investors [10]. - According to the "LP Panorama Report 2025," the private equity market in China has shown signs of recovery, with a nearly 10% increase in both fundraising and investment activities [10]. - The first three quarters of 2025 saw institutional LPs committing approximately 1.24 trillion yuan, a year-on-year increase of 9%, and the number of newly registered funds rose by 15.18% [10]. Group 3: Return of Institutional Investors - Established institutional investors like Tencent and Alibaba are returning to the market, focusing on future-oriented sectors such as AI and robotics, while new capital from various industries is also entering the equity investment space [11]. - The presence of foreign LPs is re-emerging, with several dollar institutions disclosing new fundraising activities, contributing to overall market confidence [12]. - The return of confidence is creating a positive feedback loop, with policy support for technological innovation and emerging sectors generating new opportunities [12]. Group 4: Long-term Investment Strategy - The current market recovery is characterized by a more patient capital approach, with both old and new investors seeking long-term alignment with industry evolution and national strategies [14]. - CATL's active participation in the LP market not only reflects confidence in its capital allocation but also signifies a clear marker of the primary market's transition into a new development phase [14].

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任 何部分內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 # 中國金融租賃集團有限公司 （於開曼群島註冊成立之有限公司） （股份代號： ） 自願性公告 最新業務資料 本公告乃中國金融租賃集團有限公司（「本公司」）自願發出，以知會本公司股東（「股 東」）及潛在投資者有關本公司之最新業務發展。 1 認購事項所得款項之動用 於本公告日期，本公司已按原定計劃動用大部分來自股份認購事項之所得款項淨 額，並已悉數動用預留於投資上市及非上市證券之部分。 未來計劃 本公司將持續探索於人工智能及Web 3.0領域營運之企業的投資機會。本公司亦可 能視適當時機考慮籌集額外資金，以支持其投資策略及業務發展。 承董事會命 中國金融租賃集團有限公司# 主席 謹此提述(a)Longling Capital Limited及本公司聯合刊發日期為二零二五年七月 二十八日的綜合要約及回應文件，內容有關強制性有條件現金要約（「強制性全面 收購要約」），(b)本公司日期為二零二五年十月五日及二零二 ...

Core Viewpoint - Foshan Gaoxu Technology Investment Co., Ltd. has been established with a registered capital of 28 million RMB, indicating a focus on investment activities and various technological and service sectors [1] Company Overview - The legal representative of the company is Yuan Haifeng [1] - The registered capital is 28 million RMB [1] Business Scope - The company engages in investment activities using its own funds [1] - It is involved in the manufacturing of intelligent basic manufacturing equipment [1] - The company focuses on research and development of new material technologies [1] - It provides information consulting services (excluding licensed information consulting services) [1] - The company is involved in non-residential real estate leasing and market marketing planning [1] - It offers housing leasing and park management services [1] - The company provides entrepreneurial space services and management services for commercial complexes [1] - It engages in engineering management services and general cargo warehousing services (excluding hazardous chemicals) [1] - The company operates domestic container cargo transportation agency services and handling services [1] - It is involved in supply chain management services and domestic cargo transportation agency services [1] - The company processes non-ferrous metals and sells non-ferrous metal alloys [1] - It promotes new material technologies and manufactures/sells new energy power equipment [1] - The company also provides parking lot services and manufactures industrial automatic control system devices [1]