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美政府停摆近百万公务员恐停薪!美股照涨不误迎10月
Xin Lang Cai Jing· 2025-10-02 00:24
根据高盛测算,如果出现停摆,可能导致约40%联邦雇员(约90万人)强制休假,并且所有联邦雇员的 薪资将在资金恢复之前延迟发放。 来源:@第一财经日报微博 【#美政府停摆近百万公务员恐停薪#!美股照涨不误迎10月】#标普500指数突破6700点#美国政府自10 月1日起停摆,两党并未在最后一刻达成协议。 然而,美股在当日并未受到影响, 反而有所反弹,人工智能(AI)设备概念股大涨,英特尔、Vertiv大 涨超7%,标普500指数当日突破6700点大关,涨0.34%,道琼斯工业指数和纳斯达克指数分别涨0.09%和 0.42%。即使在季节性糟糕的9月,美股也走出不俗表现,季节性向来不错的10月备受瞩目。 多位资深美股交易员对第一财经表示,停摆的总体财政影响较小,以往的政府全面停摆通常仅持续数 日,但需要提醒的是,若美国政府陷入停摆,包括非农就业数据(本周五)在内的经济数据或被推迟发 布,恐引发市场的混乱。不过,当前市场仍沉浸在降息、经济数据尚可、AI狂潮持续的积极气氛中, 多家投行对标普500给出了超7000点的目标价。 ...
逐浪香港!今年,内地VC/PE机构很忙
Core Insights - The article highlights the growing enthusiasm of mainland VC/PE institutions to establish operations in Hong Kong, driven by the local government's support for innovation and technology development [1][4][6] - The Hong Kong market is becoming a focal point for investment opportunities, with various initiatives and funds being launched to attract capital and projects [4][5][8] Group 1: Investment Trends - Mainland VC/PE institutions are actively applying for licenses and setting up funds in Hong Kong, indicating a strategic shift towards the region [2][3] - Notable VC firms, such as Foton Capital and Chen Yi Fund, have already established or are planning to establish a presence in Hong Kong to leverage local resources and opportunities [2][3] - The Hong Kong government has introduced a "Guided Fund" to stimulate investment in strategic emerging industries, which has garnered significant interest from mainland investors [5][6] Group 2: Policy and Ecosystem Development - The Hong Kong government is enhancing its innovation and technology policies, aiming to build an international innovation and technology center [4][5] - Initiatives include the establishment of research institutes and funding programs focused on key sectors like AI, biotechnology, and advanced manufacturing [4][5] - The local ecosystem is benefiting from a combination of government support, academic resources, and international capital, creating a conducive environment for tech startups [6][7] Group 3: Challenges and Considerations - Despite the enthusiasm, mainland VC institutions face challenges such as understanding local regulations, funding availability, and project selection in Hong Kong [6][7][8] - The limited number of local tech projects poses a challenge for investors looking to identify suitable investment opportunities [7] - There is a need for thorough market research and understanding of local investment dynamics to successfully navigate the Hong Kong market [8]