今年恰逢彭博在中国内地30周年 ，彭博北亚区企业产品销售总监Wayne Curry先生在开幕致辞中坦 言，从初来乍到，到解锁这一意义非凡的里程碑时刻，彭博在中国市场的发展离不开市场参与者的 支持。近年来，量化投研策略正以前所未有的速度重塑资产管理行业，彭博不断加大在该领域的投 入， 凭借前瞻视野、高质量数据、先进技术，取得丰硕成果。 近期，彭博投资管理论坛在上海成功举办。来自中信证券的特邀嘉宾与彭博投组风险与分析研究专 家、量化研究解决方案专家围绕 宏观量化情景分析、风险预算、多资产因子模型 及 风险管理实践 等热门话题展开深度讨论，聚焦市场新机遇。让我们一起回顾现场精彩发言！ 开幕致辞：韶华三十年，精彩仍继续 宏观量化情景分析 彭博持续开发先进的数据与分析工具、优化解决方案、投资组合报告以及风险分析，以支持投资者做 出明智的决策。" Wayne Curry 彭博北亚区企业产品销售总监 彭博固定收益投组风险与分析研究主管 Sue Li 女士首先介绍了彭博最新研发的基于因子的宏观量化 情景分析。她表示，市场走向并非由GDP等单一变量决定，而是由底层驱动因素（如信用风险、需 求变化等）主导。 该模型与彭博经济学家 ...

未来，双方将深化金融数据、金融科技和市场拓展等领域合作，发挥彭博在全球金融市场的数据及 网络资源优势，助力国泰海通在国际化业务、全球数据治理、财富管理及海外家办业务等重要领域 实现进一步提升；探索扩大投研内容传播范围与品牌建设新路径，增强国泰海通的全球市场影响力 及投资者沟通效率；凭借国泰海通深厚的本土市场经验与行业领先的综合金融服务能力，为彭博在 中国市场的业务拓展提供重要支持。 为期两年的合作将助力国泰海通推进国际化战略、深化技术融合、拓展全球市场 2025年11月17日，彭博与国泰海通证券股份有限公司（以下简称"国泰海通"）正式签署为期两年 的战略合作协议。 国泰海通是中国资本市场长期、持续、全面领先的综合金融服务商，截至2025年9月末，公司总资产超2万亿 元。公司净资本1867.4亿元、归母净资产3241.4亿元，均保持行业第一。国泰海通始终坚持以客户为中心，以 强大的资产配置能力、价值洞察力、交易执行力与全球定价能力，为客户创造更稳健的价值回报。 彭博创始人迈克尔·布隆伯格 表示： 点击 " 阅读原文 " ，预约彭博终端演示。 " " 彭博是全球领先的商业、金融信息和新闻资讯提供商。双方强强联合， ...

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].

Core Viewpoint - Bloomberg has evolved from an explorer in the Chinese market to a comprehensive partner for clients and institutions over the past 30 years, focusing on innovation and technology to enhance financial services [2][12][19] Group 1: Market Development - The Chinese market has seen a continuous increase in openness, with foreign investors showing significant interest in Chinese bond markets, particularly government and policy bank bonds [3] - Bloomberg launched the Bloomberg China Policy Bank Bond 1-5 Year Index Fund in 2022, which has grown to a scale of 25.9 billion RMB by the end of 2024, outperforming similar funds [3] Group 2: Partnerships and Collaborations - Huatai Securities has established a global service network through international expansion, supported by Bloomberg's high-quality data and trading platforms, enhancing their international development and business innovation [11] - Huitianfu Fund has maintained a long-term partnership with Bloomberg, leveraging Bloomberg's terminal and AIM platform for integrated investment research and trading support [6][8] Group 3: Technological Innovation - Bloomberg has prioritized innovation since its inception, utilizing AI technologies such as machine learning and natural language processing to enhance information retrieval and transaction execution [12][14] - The financial industry is undergoing revolutionary changes due to the AI wave, particularly in investment research, quantitative strategies, and risk management [14] Group 4: Future Outlook - The company aims to continue its collaboration with partners in areas such as intelligent investment research and cross-border investment, seizing new opportunities in digital transformation [14][19]

Core Viewpoint - The article provides a schedule of upcoming Bloomberg seminars and workshops aimed at enhancing users' understanding of various financial markets and tools, including macroeconomic analysis, equity valuation, and portfolio management [3][12]. Group 1: Seminar and Workshop Schedule - A seminar on Japanese macroeconomic and foreign exchange market analysis is scheduled for September 10 [3]. - The Bloomberg Terminal introductory series includes sessions on Excel API data retrieval on September 11, and customizing personal workspaces on September 23 [6]. - A session on Bloomberg news and media tools to gain market insights is set for September 25 [7]. Group 2: Equity Market Focus - An equity analyst series focusing on stock valuation tools is scheduled for September 2 [8]. - A seminar titled "Grasping the Pulse of the Chinese Stock Market: Bloomberg Index and Quantitative Tools Guide" will take place on September 15 [12]. Group 3: Macro, Forex, and Commodity Markets - A foreign exchange specialist series will cover analysis tools for foreign exchange and derivatives on September 16 [9]. - A session on credit bond analysis tools, specifically for Chinese dollar bonds, is scheduled for September 4 [10]. Group 4: Portfolio Management - A lecture on portfolio creation and analysis is planned for September 9 [12].

Group 1 - The article provides a schedule of upcoming Bloomberg seminars and workshops, highlighting various topics related to financial markets and investment tools [2][4][6]. - Specific sessions include technical analysis applications, equity analysis, macroeconomic data analysis, and commodity market outlooks, indicating a focus on enhancing user knowledge of Bloomberg terminal functionalities [3][7][8]. - The seminars are designed for both beginners and experienced users, covering essential tools for analyzing bonds, foreign exchange, stocks, commodities, and derivatives [6][8]. Group 2 - The article emphasizes the importance of understanding the current interest rate environment and its impact on investment strategies, with dedicated sessions for monitoring rate changes and analyzing rate products [8]. - There are specialized sessions for portfolio management, focusing on performance analysis and risk management, which are crucial for effective investment decision-making [8]. - The content suggests a comprehensive approach to market analysis, integrating various asset classes and economic indicators to provide a holistic view for participants [6][7].

Core Insights - Bloomberg has expanded its alternative data capabilities by integrating Similarweb's website traffic data into its terminal, enhancing clients' ability to gain deeper business insights and make more informed investment decisions [1][2]. Group 1: Expansion of Data Coverage - The integration will double the number of companies covered in the Bloomberg terminal's {ALTD <GO>} function to over 3,000, including both public and private companies [1][2]. - The industry focus will be strengthened, particularly in sectors such as SaaS, e-commerce, artificial intelligence, streaming, technology media and telecommunications (TMT), and healthcare [2]. Group 2: Enhanced Data Insights - Similarweb's data will improve the tracking of key performance indicators (KPIs) for companies and support cross-validation of trends across different alternative data sets [3]. - The integration aims to create a multi-dimensional insight platform for investors, allowing them to observe company performance in relation to macro trends, thereby gaining a competitive edge in a volatile market [3].