曹铁男
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年度冠军基金经理:2025年关注“四大”方向
在A股全年走势宽幅震荡的2024年,一些主攻科技成长的中生代基金经理展露出非凡实力,凭借亮眼的投资业绩跻身年度排行榜前列。 其中,由摩根士丹利基金权益投资部副总监、基金经理雷志勇管理的大摩数字经济混合A取得69.23%的单位净值增长率,不仅在主动权益基金业绩榜单上名列第一,更是摘得2024年度公募基金全市场冠军,且领先优势明显。 雷志勇曾有多年移动通讯行业工作经验,后转做券商行业研究员,于2019年4月起担任基金经理。这种实业叠加投研的复合型背景,使其对科技产业趋势有着更为深刻的认识和洞察。 具体而言,产业背景出身让基金经理在做投资的过程中将确定性放在首位,基金经理对产业的深入理解和前瞻研判,
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USD/CAD SLIDES BELOW 1.4000 AS CANADIAN INFLATION ACCELERATE, US DOLLAR RETREATS
USD/CAD drops sharply below 1.4000 as Canadian inflation grew faster than expected in October.Higher-than-expected US inflation data might weigh on BoC large rate cuts prospects for December.The US Dollar falls back despite dismal market sentiment amid geopolitical tensions. The USD/CAD pair falls s
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EUR/USD POSTS MODEST GAINS ABOVE 1.0850, ALL EYES ON THE US PRESIDENTIAL ELECTION RESULTS
EUR/USD remains firmer around 1.0880 in Tuesday’s early Asian session. The outcome of the US presidential election and the Fed rate decision will be the highlights for this week. A slew of Eurozone economic data dampens the hope of large rate cuts by the ECB in December. The EU
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CRUDE OIL RALLY EASES AFTER US STOCKPILES GROW MORE THAN EXPECTED
Crude Oil struggles to hold onto $70.00, with more downside expected. Traders expect sluggish demand in the long term as markets reprice Fed rate cut prospects. The US Dollar Index looks set for more upside after breaking above 103.80 and tested 104.00. Crude Oil sees its two-day surge hal
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EUR/GBP: BOE VERSUS ECB POLICY RATE SPREAD TO HALVE – ING
The 1 August BoE rate cut and then some sharp position adjustment finally managed to turn the trend in EUR/GBP, ING’s FX analysts Francesco Pesole and Chris Turner note. The BoE/ECB policy rate spread is 150bp “Currently, the policy rate spread between the BoE and the ECB is 150bp. We expe
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USD/JPY: BEARS MENUJU 148,20 – UOB GROUP
Pelemahan lebih lanjut Dolar Amerika Serikat (USD) belum dapat dipastikan; support signifikan di 148,20 kemungkinan tidak dapat dicapai, catat ahli strategi valas UOB Group, Quek Ser Leang dan Lee Sue Ann. USD mungkin bergerak menuju 148,20 PANDANGAN 24 JAM: “Kemarin, sementara kami berpendapat bahw
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DOLAR AS TERUS MENGUAT DI TENGAH DATA YANG MENJANJIKAN
Dolar AS mempertahankan momentum menjelang keputusan Fed dan pembaruan pasar tenaga kerja.Angka JOLT AS dan Keyakinan Konsumen CB melampaui ekspektasi.Fed diperkirakan akan tetap bergantung pada data dan tetap membuka kemungkinan penurunan suku bunga pada bulan September. Dolar AS, yang diukur denga
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ĐỒNG PESO MEXICO PHỤC HỒI KHI THƯƠNG MẠI CẠNH TRANH GIẢM ĐI
Đồng Peso Mexico đang mạnh lên khi tác động của việc nới lỏng giao dịch chênh lệch lãi suất giảm dần.Mức tăng có thể bị hạn chế bởi kỳ vọng Banxico sẽ cắt giảm lãi suất vào tháng 8.Đồng Peso tăng giá khi Trump mất đi vị thế dẫn đầu trong các cuộc thăm dò dư luận. Peso Mexico (MXN) phục hồi ở các cặp
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