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赛目科技(02571) - 补充公告
2026-01-06 14:58
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的內容概不 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 就 因 本 公 告 全 部 或 任 何 部 分 內 容 而 產 生 或 因 依 賴 該 等 內 容 而 引 致 的 任 何 損 失 承 擔 任 何 責 任。 | 基金旨在通過主要投資于投資經理自行酌情決定合適 | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 發 | 私 | 需 | 事 | 但 | 等。 | 擬 | 資 | 上 | 括 | 易 | | | | | | | | | | 場 | 理 | 融 | 交 | 包 | 拆 | 經 | 市 | 的 | 對 | 分 | 會, | | | | | | | | | 資 | 對 | 東 | 針 | 整、 | 針 | 股 | 機 | 報。投 ...
金涌投资(01328) - 业务更新 - 投资管理业务
2026-01-02 14:20
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的內容概不負責,對其 準確性或完整性亦不發表任何聲明,並明確表示概不就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的任何損失承擔任何責任。 GOLDSTREAM INVESTMENT LIMITED 金涌投資有限公司 (於開曼群島註冊成立之有限公司) (股份代號:1328) 業務更新-投資管理業務 本公告乃由金涌投資有限公司(「本公司」,連同其附屬公司統稱「本集團」)作出,以提 供更多有關本公司投資管理(「IM」)業務之最新發展之資料。 有關IM業務之業務更新 –1– (a) 就投資基金而言,投資者認購基金的股份,而認購款項則集中起來根據基金授權進 行投資。本集團作為投資管理人,會根據投資條款(例如投資金額及禁售期)定義不 同的認購股份類別及不同的收費率。 (b) 就全權委託賬戶而言,指本集團將與單一客戶簽訂投資管理協議的獨立管理帳戶, 其條款通常包括投資策略、投資範圍、風險承受能力及費用結構。 截至二零二五年六月三十日止六個月,本集團IM業務中投資管理分支所產生的未經審核 收入約為12百萬港元。 截至二零二三年及二零二四年十二月三十一日止年 ...
七元投资(01660) - 自愿性公告建议收购资產管理公司
2025-12-23 14:57
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 全部或任何部份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。 Seven Elements Investment Holdings Limited 七元投資控股有限公司 (於開曼群島註冊成立之有限公司) (前稱兆邦基生活控股有限公司) (股份代號:1660) 自願性公告 建議收購資產管理公司 本 公 告 由 本 公 司 向 股 東 及 本 公 司 的 潛 在 投 資 者 作 出 的 自 願 性 披 露,用 於 更 新 本 集 團 的 業 務 狀 況。 建議收購 待收購資產 董 事 會 欣 然 宣 布,2025年12月23日,本 公 司(作 為 買 方)與 賣 方 簽 訂 了 買 賣 協 議, 據 此,本 公 司 有 條 件 地 同 意 收 購,而 賣 方 有 條 件 地 同 意 出 售 出 售 股 份,佔 資 產 管理公司已發行股本的100%。 截 至 本 公 告 發 佈 之 日,賣 方 是 出 售 股 份 ...
Hong Kong Exchanges and Clearing Announces Expansion of Tech Focused Index Portfolio
Crowdfund Insider· 2025-12-11 03:13
Core Viewpoint - HKEX has launched the HKEX Tech 100 Index, marking a significant step in enhancing its index and data business while supporting the development of Hong Kong's capital market ecosystem [1][2] Group 1: Index Overview - The HKEX Tech 100 Index tracks the performance of 100 of the largest Hong Kong-listed companies across six innovative themes: Artificial Intelligence, Biotech & Pharmaceutical, Electric Vehicles & Smart Driving, Information Technology, Internet, and Robotics [2] - All constituents of the index are eligible for Stock Connect Southbound trading, ensuring accessibility for global and Chinese Mainland investors [2] Group 2: Strategic Partnerships - HKEX has entered into a licensing agreement with E Fund Management Company Limited to introduce an ETF based on the HKEX Tech 100 in the Chinese Mainland [2] - The partnership aims to develop a product suite linked to Hong Kong equities, addressing strong market demand for investment opportunities in Hong Kong's tech sector [2] Group 3: Index Features and Benefits - The index includes a fast-entry mechanism, allowing newly-listed companies that meet specific criteria to join outside the regular review cycle after becoming eligible for Stock Connect Southbound trading [2] - The HKEX Tech 100 Index provides investors with a comprehensive tool to capture opportunities in transformative sectors within the market [2] Group 4: Future Developments - HKEX plans to explore additional index opportunities and collaborate with industry partners for product development related to its indices [2] - E Fund Management intends to launch the ETF based on the HKEX Tech 100, subject to regulatory approval [2]
华夏基金(香港):2025年下半年投资展望
2025-06-25 13:02
Summary of the Conference Call Transcript Industry Overview - The conference call primarily discusses the **Chinese stock market** and its performance outlook for the second half of 2025, along with insights into the **global bond market** and **macro-economic conditions** affecting investments. Key Points on the Chinese Stock Market 1. **Market Performance**: The Chinese stock market has shown signs of recovery, with the Hang Seng Index rising by **19.2%** and the Shanghai Composite Index slightly increasing by **1%** as of June 5, 2025. This marks a significant improvement compared to the previous three years of adjustment [4][9][10]. 2. **Trend Reversal**: A trend reversal in the Chinese stock market began in September 2024, driven by three main factors: government fiscal expansion, monetary easing, and optimized real estate regulations [4][5][13]. 3. **Government Policies**: In September 2024, the Chinese government introduced a series of supportive policies, including fiscal expansion and capital market stabilization, which helped restore investor confidence and break the negative cycle of pessimism [5][13][16]. 4. **Market Phases**: The market has gone through three phases: - **Phase 1 (Sept 2024 - Jan 2025)**: Introduction of supportive policies led to a rebound in the market. - **Phase 2 (Mid-Jan 2025 - Early Apr 2025)**: Positive sentiment from improved US-China relations and notable domestic events boosted market performance. - **Phase 3 (Mid-Apr 2025 - Present)**: Continued upward movement despite external pressures, with government interventions stabilizing the market [6][12][14]. 5. **Investor Sentiment**: The market has seen a shift in investor sentiment, with a focus on high-dividend sectors like banking and telecommunications, as well as growth sectors such as technology and biotechnology [14][31]. Key Points on Global Bond Market 1. **Market Dynamics**: The global bond market has experienced volatility, with US Treasury yields showing a steepening curve. As of June 17, 2025, the Bloomberg Global Investment Grade Bond Index rose by **0.46%**, while the J.P. Morgan Asia Credit Index increased by **7.14%** [38][40]. 2. **Investment Trends**: Non-US assets have outperformed US assets, with a notable interest in gold and Hong Kong stocks. The overall sentiment has shifted towards non-US markets due to uncertainties surrounding US policies [38][41]. 3. **Credit Market Outlook**: The credit market remains stable, with expectations of continued demand for high-quality bonds. The focus is on diversifying investments across different regions and sectors to mitigate risks [49]. Macro-Economic Insights 1. **Economic Recovery**: The Chinese economy is expected to maintain a GDP growth rate of **5%** in 2024, with government policies aimed at stabilizing consumption and investment to counteract external trade pressures [30][32]. 2. **Inflation and Consumer Confidence**: Despite some signs of economic recovery, inflation remains low, and there are concerns about the internal driving forces of the economy. The government is likely to implement more supportive measures to boost consumer confidence [25][30]. 3. **Geopolitical Risks**: The ongoing US-China trade tensions and geopolitical uncertainties are highlighted as significant factors that could impact market performance. The Chinese government is prepared to enhance domestic policies to support the economy if external conditions worsen [30][42]. Additional Important Insights 1. **Valuation Recovery**: The valuation of A-shares and H-shares has improved from historical lows, with blue-chip stocks returning to median levels. However, growth sectors still have room for improvement compared to historical averages [20][28]. 2. **Investment Strategy**: The recommended investment strategy includes focusing on high-dividend assets and sectors with strong growth potential, while remaining cautious about external uncertainties [31][49]. 3. **Upcoming Events**: Key upcoming events, including trade negotiations and economic policy meetings, are crucial for shaping market expectations and investor sentiment [33][36]. This summary encapsulates the essential insights and forecasts discussed in the conference call, providing a comprehensive overview of the current state and future outlook of the Chinese stock market and global economic conditions.
德林控股(01709) - 自愿公告战略投资瑞士YOUNGTIMERS AG
2025-03-17 04:13
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的內容概不 負責,對其準確性或完整性亦不發表任何聲明,並明確表示,概不就因本公告 全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責 任。 DL HOLDINGS GROUP LIMITED 德林控股集團有限公司 ( 於 開 曼 群 島 註 冊 成 立 的 有 限 公 司 ) (股份代號:1709) 自願公告 戰略投資瑞士YOUNGTIMERS AG 本公告由德林控股集團有限公司(「本公司」,連同附屬公司統稱為「本集團」) 自願刊發,旨在知會本公司股東及有意投資者有關本集團之最新業務發展。 本公司董事(「董事」)會(「董事會」)欣然宣佈,本集團已完成對瑞士創新資產 管理機構Youngtimers AG(「Youngtimers」,其股份於瑞士上市,瑞士證券交易 所股票代碼:YTME)約170萬美元的戰略股權投資,認購Youngtimers已發行股 份總額的約3.0%,成為其戰略股東(「投資」)。本集團聯合其家族辦公室代表客 戶共同完成對Youngtimers合共約300萬美元的投資(包括上文所載本集團約170 萬美元的股權投資),標誌著本 ...