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高盛:欧洲机构愈发乐观,计划增仓中国消费股,1 月已逐步建仓
高盛近期在欧洲进行的中国消费必需品行业市场调研显示,离岸投资者对中国消费复苏的持续性抱有期待,并密切关注政策刺激、消费模式变化和新兴趋势。高盛指出,欧洲的 EM 基金对中国市场的态度开始变得更加乐观,寻求从目前的低仓位增持中国消费股。自 2025 年 1 月以来,多头一直在增加仓位。这反映出全球共同基金中中国配置比例仍然较低(1 月份仅为第 8 个百分位),价值型 LO(长期多头)基金主要寻找表现落后者和政策刺激实施的主要受益者,而更活跃的基金则在市场上寻找新的投资标的。简而言之,海外投资者,尤其是 EM 基金,正逐步看好并增持中国消费股,为市场带来增量资金。



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高盛:欧洲机构愈发乐观,计划增仓中国消费股,1 月已逐步建仓
高盛近期在欧洲进行的中国消费必需品行业市场调研显示,离岸投资者对中国消费复苏的持续性抱有期待,并密切关注政策刺激、消费模式变化和新兴趋势。高盛指出,欧洲的 EM 基金对中国市场的态度开始变得更加乐观,寻求从目前的低仓位增持中国消费股。自 2025 年 1 月以来,多头一直在增加仓位。这反映出全球共同基金中中国配置比例仍然较低(1 月份仅为第 8 个百分位),价值型 LO(长期多头)基金主要寻找表现落后者和政策刺激实施的主要受益者,而更活跃的基金则在市场上寻找新的投资标的。简而言之,海外投资者,尤其是 EM 基金,正逐步看好并增持中国消费股,为市场带来增量资金。

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For some time, Mr. Durov and a few dozen staffers had no fixed headquarters, but rather traveled the world, setting up shop in one city after another, he told the Journal in 2016. The company now has its operational base in Dubai, though it says it doesn’t keep servers there.Mr. Durov maintains a yearslong friendship from his VK days with actor and tech investor Jared Leto, with whom he shares an ascetic lifestyle that eschews meat and alcohol.

What is Telegram?

Telegram’s stand out feature is its encryption scheme that keeps messages and media secure in transit. The scheme is known as MTProto and is based on 256-bit AES encryption, RSA encryption, and Diffie-Hellman key exchange. The result of this complicated and technical-sounding jargon? A messaging service that claims to keep your data safe.Why do we say claims? When dealing with security, you always want to leave room for scrutiny, and a few cryptography experts have criticized the system. Overall, any level of encryption is better than none, but a level of discretion should always be observed with any online connected system, even Telegram.

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