Bert Li

[Bert Li @windbert1983]

😰輸波輸品,美斯都冇眼睇

[Reuters @Reuters]

Fire engulfs a residential building in Hong Kong https://t.co/0l1qX2uth2

[Dr. Eli David @DrEliDavid]

Putin was asked why he is not assisting Iran.

His response: “Israel today is almost a Russian-speaking country, two million people from the Soviet Union and Russia live there. We take that into account.” 👇

[Donald J. Trump @realDonaldTrump]

https://t.co/2OYrMFlw46

[诺亚控股CIO办公室 @NoahHoldings]

ARK HK × @HSBC HK达成战略合作

🤝ARK香港携手汇丰香港，为全球华人财富管理者打造尊享体验。汇丰香港指定铜锣湾分行为ARK香港专属服务分行，首设开户绿色通道，打造更高效、便捷的开户体验，助您轻松开启全球财富之旅。

在汇丰迎来成立160周年之际，我们携手开创财富管理新篇章。作为香港金融领域的标杆，汇丰百年品牌与ARK Group始终“以客户为中心”的理念完美融合，共同致力于为客户连接全球机遇，帮助客户实现财富目标和愿景。

👉立即联系专属理财师，开启尊享全球财富之旅：https://t.co/iYzU4vZswQ

#ARKGroup #Noah #HSBC #WealthManagement #HongKong #GlobalChinese #GlobalFinance #HongKongBusiness #BusinessPartnership #GlobalEconomy

[Elon Musk @elonmusk]

Legacy media election interference

[Morris @Morris_LT]

梦改大宅：用三年种了一片树林，周围用了200吨石头，200万的鱼塘，温泉大浴缸。

[Chief Nerd @TheChiefNerd]

Two years ago @elonmusk told us his ‘nutty’ idea to ‘catch the largest and heaviest flying object ever made and pluck it out of the air.’

Looks like it wasn’t so ‘nutty’ after all.

[To be, or not to be @not_2b_or_2b]

悉尼歌剧院地下，还有更多惊喜！
AI图片演示地下结构。
悉尼歌剧院最高的屋顶外壳高出海平面 67 米，相当于一座 22 层楼高。该建筑还延伸至地下 12 层，深度达 37 米。

[诺亚控股CIO办公室 @NoahHoldings]

日本內閣府發布八月份經濟月報，日本政府15個月來首次上調經濟展望。因有跡象顯示消費有所改善，這增強了人們對經濟全面復蘇的樂觀情緒。日本政府表示，由於一些汽車製造商的運輸中斷影響正在緩解，消費正在回升。家庭可支配收入的增加，加上所得稅和居民稅的暫時削減，也促進了消費。然而，報告稱，今年夏天的極端高溫帶來了喜憂參半的消費結果。雖然對空調、遮陽傘和冰淇淋等的需求有所增加，但主題公園和餐廳的客流量卻有所下降。該報告還預計進口價格將下降，這主要是由於最近日元疲軟趨勢的改善。政府還在兩年多以來首次將住房建設評估從「基調疲弱」上調至「幾乎持平」，並將這一變化歸因於自住住房建設下降勢頭停止。對其余分部門，包括出口的評估則保持不變。對於日本政府15個月來首次上調經濟展望你有什麽看法？歡迎評論留言。

Japan's Cabinet Office released its monthly economic report for August, and the Japanese government raised its economic outlook for the first time in 15 months. Optimism for a full-fledged economic recovery was bolstered by signs of improved consumption. The Japanese government said that consumption is picking up as the impact of transport disruptions at some automakers is easing. Increases in household disposable income, coupled with temporary cuts in income and resident taxes, have also boosted consumption. However, extreme heat this summer brought mixed consumption results, the report said. While demand for air-conditioning, parasols and ice-cream has increased, theme parks and restaurants have seen a drop in patronage. The report also expects import prices to fall, largely due to an improvement in the recent trend of a weaker yen. The government also raised its assessment of housing construction from a ‘weak tone’ to ‘almost flat’ for the first time in more than two years, attributing the change to a halt in the decline in owner-occupied housing construction. The assessment of the remaining subsectors, including exports, remained unchanged. What do you think about the Japanese government raising its economic outlook for the first time in 15 months? Feel free to leave a comment.

#Noah #NoahHoldings #Japan

[诺亚控股CIO办公室 @NoahHoldings]

德國DAX指數從8月初的拋售中反彈，創下新高，這是由於市場對利率走勢持樂觀態度。周四，該指數上漲0.7%，至18912.47點，超過了5月15日的高點。德國DAX指數今年以來上漲了13%，與意大利股指一起成為西歐表現最好的主要股指之一，遠遠超過法國CAC40指數，後者今年僅略上漲。歐洲斯托克600指數上漲約9%。目前投資者選擇忽視歐洲最大經濟體的疲軟，轉而樂觀地認為各國央行將迅速降息，以保護經濟免受更嚴重的損害。對於德國DAX指數創下盤中歷史新高你有什麽看法？歡迎評論留言。

Germany's DAX rebounded from an early August sell-off to a new high on the back of market optimism about interest rate moves. On Thursday, the index rose 0.7 per cent to 18,912.47 points, surpassing its May 15 high. Germany's DAX is up 13 per cent so far this year, making it one of the best-performing major stock indexes in Western Europe along with Italy's, well ahead of France's CAC 40, which is up only slightly this year. Europe's Stoxx 600 is up about 9 per cent. For now investors are choosing to ignore the weakness in Europe's largest economy, turning optimistic that central banks will quickly cut interest rates to protect the economy from more serious damage. What are your thoughts on Germany's DAX hitting a new intraday record high? Feel free to leave a comment.

#Noah #Noahholdings #DAX

[诺亚控股CIO办公室 @NoahHoldings]

諾亞CIO辦公室於近期發佈2024年下半年CIO報告。諾亞CIO辦公室指出，當前華語財富管理者面對五大週期共振，分別是產品週期、行業週期、經濟週期、政治週期、技術進步與人類進化及氣候週期;要認知和預估5大週期共振可能給財富管理帶來的挑戰，並做出「方向大致正確」的行動，積極調整大類資產配置，是非常困難的決策。旅居海外的華語客戶在完成降低負債、配置QDII基金、儲備醫養資源、身份規劃和保險組合四大戰略配置以後，應通過完善一二級市場的「增長點」與「基本盤」配置，追求超額收益與絕對收益，避免財富的「戰略性踏空」。

Noah's CIO Office recently released the CIO report for the second half of 2024. Noah's CIO office pointed out that Chinese wealth managers are currently facing five major cycle resonance, namely product cycle, industry cycle, economic cycle, political cycle, technological advancement and human evolution, and climate cycle; it is very difficult to recognize and predict the challenges that the five major cycle resonance may bring to the wealth management and to make actions that are “roughly in the right direction”. It is a very difficult decision to recognize and anticipate the challenges that the resonance of the five cycles may bring to wealth management, and to take actions that are “roughly in the right direction” to proactively adjust the broad asset allocation. After completing the four strategic allocations of reducing liabilities, allocating QDII funds, reserving medical and healthcare resources, identity planning and insurance portfolio, Chinese-speaking clients living abroad should pursue excess returns and absolute returns by perfecting the allocations of growth points and fundamentals in the primary and secondary markets. and absolute returns to avoid “strategic shortfalls” in wealth.

#Noah #NoahHoldings

[诺亚控股CIO办公室 @NoahHoldings]

On June 5-6, the Greenwich Economic Forum in Hong Kong featured Noah Holdings’ CFO, Mr. Grant Pan, discussing Asia-Pacific private wealth management trends with financial experts like Ray Dalio and Cathie Wood at the Hong Kong Stock Exchange.

#GEF #hongkong #noah #finance

[non aesthetic things @PicturesFoIder]

What is wrong with people?

[谷风 @zheng850349]

养习近平與養他的價錢相差多少？

[诺亚控股CIO办公室 @NoahHoldings]

#Noah CIO Office pointed out: ETFs show survival of the fittest. S&P 500 hit a new high 16 times since Jan 19, 2024. Post-US rate hike cycle, slow rate cuts were expected, yet rates remained higher for longer. The global market, especially tech, is predicted to be strong in 2024.