港股表现较强，恒科指盘中站上4000点关口

沪指开盘报3139.48点，跌幅 0.48%；深成指报9659.64点，跌幅 0.74%

推荐：李强主持召开国务院常务会议 审议通过《制造业数字化转型行动方案》；国内挖掘机销量连续两个月保持正增长

推荐：异常高温出现 美国得州电价飙涨近百倍；吉利系初创车企极氪美国上市 市值接近小鹏汽车；图集｜受超大地磁暴影响 全球多地上空现北极光

北向资金交易披露机制的调整，是基于沪深港通机制的主场原则

将黄金积存产品以及国债、代销理财产品纳入简化提取范围；银行可以应第一顺序继承人要求，提供已故存款人死亡后以及死亡前6个月内的账户交易明细

新“国九条”标志着资本市场进入强监管周期，稳为基调，严字当头是新一轮监管周期的特征。随着1+N政策配套体系出台，全方位、立体化的资本市场监管体系将逐步落地，其中上市公司全链条监管是重中之重

中国迫切需要全球流动性环境的改善，然而，日元加息让中国面临新的不确定性。日元加息后，人民币资产无论是股和债，都产生了巨大的波动

电信数据对于信贷审批来说是一种高质量的替代数据，经济活跃性强，覆盖面广，近年来越来越多地用于征信领域

既可以直接增加经济利益又可以增加对政府的信任

下一步，网联将支持更多境内主流钱包上线“外卡内绑”，持续扩大“外包内用”的国家和地区覆盖面；积极开展同境外金融基础设施的互联互通，探索开展与国际银行卡组织的网络对接

• The COP28 climate conference in Dubai announced the launch of a compensation fund for developing countries affected by climate change, with significant contributions from various nations including the UAE, EU, UK, USA, and Japan.
• A-shares market in 2023 experienced widespread declines, with private equity funds facing challenges due to weak market performance and limited sector rotation opportunities. Quantitative private funds outperformed subjective ones, with an overall negative average return for stock strategy funds.
• Differences in investment strategy performances were notable in 2023; while stock markets struggled, bond markets and commodities futures offered profitable opportunities. External factors such as regulatory changes impacted quantitative and high-frequency trading strategies.

【本文系数据通用户提前专享】策略行情差异导致的私募收益分化在2023年加剧，国内私募的多资产配置能力仍待提高

策略行情差异导致的私募收益分化在2023年加剧，国内私募的多资产配置能力仍待提高

上海七宝万科广场曾为万科商业板块中最优质的项目，在其运营管理项目中营收排名第一。该项目整体估值70.6亿元，本次收购价较估值折让约26.3%

提案建议：对于符合船龄和技术条件的中资“方便旗船”回归，实施三年免税计划，包括关税和进口环节增值税

• Cecilia Skingsley, head of the BIS Innovation Hub, faced payment difficulties in Beijing due to the prevalence of QR code payments and the decline in cash and card acceptance.
• China's mobile payment adoption rate is 86%, leading globally, but foreign visitors struggle with QR code payments due to registration barriers and privacy concerns.
• The People's Bank of China is addressing these issues by promoting card acceptance, improving mobile payment services for foreigners, and ensuring cash as a backup option.