Group 1 - The article highlights a series of upcoming Bloomberg seminars and workshops scheduled for January 2026, focusing on various financial tools and market analysis techniques [3][4][5][6][7][10] - The seminars cover topics such as credit bond analysis, fundamental analysis tools for companies and industries, investment portfolio performance analysis, and macroeconomic tracking using Bloomberg models [5][6][7][10] - Specific dates and times for the seminars are provided, indicating a structured approach to educating users on Bloomberg terminal functionalities and market insights [4][5][6][10] Group 2 - The article emphasizes the importance of understanding basic functionalities of the Bloomberg terminal for new users, particularly in analyzing bonds, foreign exchange, stocks, commodities, and derivatives [5][6] - It also mentions specialized sessions on interest rate swaps and currency swaps, indicating a focus on fixed income and derivatives markets [8] - The seminars are designed to cater to both beginners and those looking to deepen their knowledge in specific areas of finance [5][6][10]

原文发表于 2025 年 11 月 28 日《金融时报》第三版 率先将中国债市纳入旗舰债券指数，支持债券通、互换通等互联互通机制落地，协助中资金融机构 走向海外，并在全球主要金融中心举办中国市场主题的路演活动、让全球投资者更好地"看见中 国"……在中国金融市场开放与发展的进程中，彭博始终扮演着关键"连接者"的角色。今年11月，彭 博迎来在中国内地展业30周年。 彭博大中华区总裁汪大海 近日在接受《金融时报》记者专访时表示，作为全球重要的金融信息和数 据服务提供商，彭博的使命始终是用数据和技术提升市场的透明度和效率。在中国债市开放的进程 中，彭博同样致力于释放技术和数据的潜力，发挥桥梁作用，帮助全球投资者更高效地理解并参与 中国市场。 Q 第三是彭博不断深化与中国金融机构的合作，共同推动它们的全球化发展。 彭博与多家银行、 证券公司和资产管理机构保持长期合作，通过数据与技术的支持，帮助它们在风险管理、定 价、交易及信息披露方面更好地对接国际最佳实践，提升全球业务能力，融入国际市场。就在 本月，我们与目前中国最大的证券公司国泰海通签署了战略合作协议，助力其国际化进程的加 速。 Q 首先，祝贺彭博在中国市场展业30 ...

Core Insights - The article provides a schedule of upcoming Bloomberg seminars and workshops, focusing on various financial tools and market analysis techniques [3][4][5][6][7][12]. Group 1: Seminar and Workshop Offerings - Bloomberg offers a series of introductory courses for terminal users, including sessions on customizing personal workspaces and utilizing Bloomberg news and media tools for market insights [4][5]. - Specialized sessions are available for fixed income analysis, foreign exchange, and derivatives, aimed at enhancing users' understanding of market dynamics and product analysis [5][6][7]. - The schedule includes advanced training on Bloomberg Query Language (BQL) for equity and fixed income data retrieval, catering to users interested in quantitative analysis [12]. Group 2: Specific Dates and Topics - Key sessions include: - December 2: Fixed Income Expert Series on monitoring interest rate changes and product analysis [6]. - December 4: Terminal Introduction Series on customizing personal workspaces [4]. - December 9: Derivatives Series on stock option pricing and volatility tools [7]. - December 11: Foreign Exchange Series on analysis tools for foreign exchange and derivatives [5]. - December 16: BQL Series on equity data retrieval [12]. - December 23: BQL Series on bond rating data and fixed income [12].

率先将中国债市纳入旗舰债券指数，支持债券通、互换通等互联互通机制落地，协助中资金融机构 走向海外，并在全球主要金融中心举办中国市场主题的路演活动、让全球投资者更好地"看见中国"…… 在中国金融市场开放与发展的进程中，彭博始终扮演着关键"连接者"的角色。今年11月，彭博迎来在中 国内地展业30周年。 彭博大中华区总裁汪大海近日在接受《金融时报》记者专访时表示，作为全球重要的金融信息和数 据服务提供商，彭博的使命始终是用数据和技术提升市场的透明度和效率。在中国债市开放的进程中， 彭博同样致力于释放技术和数据的潜力，发挥桥梁作用，帮助全球投资者更高效地理解并参与中国市 场。 《金融时报》记者：首先，祝贺彭博在中国市场展业30年。在这30年中，您认为彭博在中国发展的 里程碑有哪些？又有哪些时刻让您觉得中国市场融入了全球？ 汪大海：彭博在过去30年见证了中国内地金融市场的发展，也亲身参与了中国与全球市场不断接轨 的过程。如果要说具有里程碑意义的，我认为有三个方面： 第一是完成中国债券纳入彭博全球综合指数。2018年，彭博率先宣布将中国国债和政策性银行债纳 入旗舰债券指数——彭博全球综合指数，并在2020年11月首先完成 ...

Core Insights - The Bloomberg Investment Management Forum in Shanghai highlighted the rapid transformation of the asset management industry through quantitative research strategies, emphasizing Bloomberg's commitment to this field over the past 30 years [1][4]. Group 1: Macro Quantitative Scenario Analysis - Bloomberg has developed a factor-based macro quantitative scenario analysis model that integrates macroeconomic variables with underlying drivers such as credit risk and demand changes, utilizing a large covariance matrix updated daily to detail asset correlations and risk transmission [4][6]. - Users can customize macro variable impacts and driver weight distributions to simulate investment portfolio performance under various economic conditions [6]. Group 2: Risk Budgeting in Equity Allocation - The application of risk budgeting strategies in global and A-share markets can help mitigate losses during market volatility by adjusting allocations based on low correlation and volatility differences among A-share stocks [7][9]. - This approach aims to create a more balanced and resilient investment portfolio by ensuring each asset contributes equally to overall portfolio risk rather than focusing solely on weight [9]. Group 3: Cross-Asset Investment and Strategy Index Development - The discussion on cross-asset investment strategies highlighted the increasing demand for diversified asset allocation and risk premium management among institutions, with a focus on innovation to inspire investors and reduce risks [10][12]. - Bloomberg supports quantitative teams with data integration, risk analysis, and scenario simulation to enhance strategy development and risk management efficiency [12]. Group 4: Risk Management in Investment Decisions - Effective risk management is crucial in investment decision-making, with strategies based on risk perspectives aiding in capturing alpha and facilitating quantitative backtesting [13][15]. - The use of risk parity methods combined with asset correlations can enhance portfolio robustness, addressing the challenges of return forecasting [15]. Group 5: Factor Investment and Alternative Data - The exploration of factor investment frameworks and the use of alternative data and machine learning to tackle the "factor zoo" challenge were discussed, with innovative factors developed from Bloomberg's supply chain data [17][19]. - The application of deep learning models for dynamic beta estimation shows significant performance improvements over traditional methods, enhancing the predictive capabilities for future volatility and variance [19].

Core Insights - The strategic partnership between Bloomberg and Guotai Haitong Securities aims to enhance internationalization, technology integration, and global market expansion for Guotai Haitong [1][4] - Bloomberg's founder emphasizes the importance of the Chinese financial market in the global economy and the goal of strengthening connections between Chinese and global capital markets [3] - Guotai Haitong is recognized as a leading comprehensive financial service provider in China's capital market, with total assets exceeding 2 trillion yuan and maintaining industry-leading net capital and net assets [5] Group 1 - The two-year strategic cooperation will focus on financial data, fintech, and market expansion, leveraging Bloomberg's global data and network resources [1] - The collaboration aims to enhance Guotai Haitong's global market influence and investor communication efficiency while supporting Bloomberg's business expansion in China [1][4] - The partnership follows the merger of Guotai Junan and Haitong Securities, marking a new chapter in their collaboration [4] Group 2 - As of September 2025, Guotai Haitong's total assets are over 2 trillion yuan, with net capital at 186.74 billion yuan and net assets at 324.14 billion yuan, both leading in the industry [5] - Guotai Haitong focuses on customer-centric services, leveraging strong asset allocation, value insight, trading execution, and global pricing capabilities to deliver stable value returns [5]

Group 1 - Bloomberg's founder, Michael Bloomberg, visited Shanghai on November 17, where he met with Shanghai's mayor, Gong Zheng [2][3] - Mayor Gong expressed the desire for deeper mutual cooperation with Bloomberg and welcomed the hosting of important events like the Bloomberg Global Business Forum and Innovation Economy Forum in Shanghai [3] - Bloomberg highlighted the 30th anniversary of Bloomberg's operations in mainland China and reiterated the company's long-term support for Shanghai's development as an international financial center [3] Group 2 - Bloomberg aims to enhance connectivity between Shanghai's financial institutions and the global market, emphasizing the importance of collaboration with cities like New York [3] - Both parties expressed a commitment to deepen cooperation in areas such as urban governance and environmental protection [3]

Core Viewpoint - The article provides a schedule of upcoming Bloomberg seminars and workshops aimed at enhancing users' understanding of various financial tools and market analysis techniques. Group 1: Seminar and Workshop Schedule - A series of seminars and workshops are scheduled for November 2025, covering topics such as technical analysis, Excel API data retrieval, and fundamental analysis tools for equity markets [3][4][5][11]. - Specific sessions include "Technical Analysis Application in Charting Tools" on November 20, "Bloomberg Excel API Data Retrieval Introduction" on November 25, and "Fundamental Analysis Tools for Company and Industry Level" on November 27 [4][5][12]. Group 2: Focus Areas - The seminars target various market segments, including macroeconomic data analysis, fixed income, equity analysis, and derivatives [6][8][10][13]. - New offerings include a focus on derivatives with a session on "Stock Options Monitoring and Pricing Tools" scheduled for November 18 [10]. Group 3: Additional Resources - Users are encouraged to explore the Bloomberg terminal's capabilities through demonstrations and to register for sessions that align with their interests in market analysis and investment strategies [14].

Core Insights - The article highlights a series of upcoming Bloomberg seminars and workshops aimed at enhancing users' understanding of various financial tools and market analysis techniques [3][10]. Group 1: Seminar and Workshop Details - The seminars cover a range of topics including fund screening and analysis workflows, liquidity analysis tools for fixed income products, and investment portfolio performance analysis and risk management [5][6][8]. - Specific sessions include "Fund Screening and Analysis Workflow Introduction" on October 14, "Liquidity Analysis Tools for Fixed Income Products" on October 16, and "Investment Portfolio Performance Analysis and Risk Management" on October 21 [5][6][8]. - A special focus on green bonds will be presented in the session titled "Data-Driven Trend Analysis of China's Green Bonds" on October 15 [9]. Group 2: Additional Learning Opportunities - The article also mentions introductory sessions for Bloomberg terminal users, such as "Introduction to Charting Tools" on October 23, aimed at helping new users navigate the terminal's functionalities [4][10]. - Other specialized sessions include "Using Bloomberg Economic BECO Model to Track Macroeconomics" on October 28 and "Energy Products Analysis Tools Introduction" on October 30 [12].

Core Insights - The article discusses the potential for China to overcome previous language and talent shortcomings in the financial information industry by leveraging AI to reconstruct production processes and potentially surpass Bloomberg [1][4]. Financial Information Industry - Financial information encompasses data, real-time news, in-depth research, and analytical tools, with Bloomberg currently dominating in real-time news and analysis tools [2]. - Challenges in the financial information industry include data accuracy, breadth, timeliness, and accessibility. Data accuracy is crucial, and while electronic data collection has reduced errors, significant verification work remains [3]. - The breadth of financial data is a competitive advantage, but language barriers have historically limited Chinese firms. AI can now facilitate access to authoritative data from various countries, overcoming these barriers [3]. - Timeliness in financial information can be improved through AI, particularly in enhancing the efficiency of integrating data from various sources into unified financial terminals [3]. - The accessibility of information has transformed in the AI era, with news increasingly being processed by machines rather than humans, creating significant business opportunities [4]. AI's Impact on Financial Information - The integration of AI in financial information processes represents a new opportunity for China to leverage its strengths and potentially surpass established players like Bloomberg [4]. - AI can enhance the value chain from data to decision-making, allowing for better extraction of information and knowledge from raw data [4]. - Bloomberg's current AI efforts, such as BloombergGPT, appear to lack integration and effectiveness, presenting an opportunity for AI to transform the financial information industry by better synthesizing data into actionable insights [5]. Investment and Trading Industry - The understanding of language is central to the current AI revolution and its impact on the investment industry. Traditional investment strategies are primarily data-driven, but AI can enhance this by integrating various parameters and variables [6]. - AI can facilitate complex pattern recognition and algorithm optimization, significantly improving the efficiency of trading strategies [7]. - The gap between subjective and quantitative investment approaches can be bridged by AI, which can help translate the nuanced insights of experienced traders into computable models [8].