作者：平石来源：原创时间：2026-08-27 阅读：521256 次

半斤八两

Shenzhen deepens links with APEC economies_我的网站

一 | With around 100 days to go before the 33rd APEC Economic Leaders' Meeting, the economic links between Shenzhen in South China's Guangdong province and members of the Asia-Pacific Economic Cooperation are strengthening across multiple dimensions, spanning maritime logistics, business expansion and international consumption. The APEC meeting will be held in Shenzhen on Nov 18 and 19, marking the third time that China hosts the event. At Yantian International Container Terminals, stronger connections with Asia-Pacific markets are visible through the expansion of shipping services and trade flows. "Yantian International operates an international shipping network with 100 weekly services, including 53 services connecting APEC members," said Pang Ning, general manager of carrier and intermodal transportation services in the commercial department of YICT. "This year, we have launched 11 new international routes connecting APEC economies, including services linking Jakarta and Surabaya in Indonesia and Laem Chabang in Thailand, providing efficient and stable logistics services for Chinese manufacturers expanding into Asia-Pacific and global markets," Pang said. In the first five months of this year, the value of imports and exports between enterprises on the Chinese mainland and in APEC economies through the Yantian Port reached nearly 400 billion yuan ($59 billion), accounting for about half of the port's total foreign trade value during the period. The port has also strengthened support for emerging trade models. It currently operates more than 10 cross-border e-commerce express sea routes, providing logistics support for exporters of smart home appliances, 3D printers and portable consumer electronics. Furthermore, Shenzhen is strengthening support for Chinese companies seeking to tap overseas markets. The Shenzhen International Business e-Station, the city's overseas business service platform, is supporting the "going global" drive of Chinese enterprises by integrating government resources and market services. The platform has gathered more than 200 professional service providers and covers 70 categories of overseas business services. "Taking advantage of the APEC meetings, we will further strengthen cooperation with APEC economies, including their governments and business groups," said Liu Yang, manager of Shenzhen International Business e-Station. Liu said the platform aims to promote investment and business exchanges in both directions, attracting companies from APEC economies to Shenzhen while supporting Shenzhen enterprises in exploring overseas markets. This year, the platform has organized promotion activities related to economies including Vietnam, Thailand and Malaysia, helping local companies learn about overseas opportunities, he added. Beyond trade and business expansion, new growth momentum is also seen in international consumption between Shenzhen and other APEC economies. Opened in August 2025, Shenzhen's first downtown duty-free shop has developed a retail model combining duty-free shopping, tax refund services and duty-paid retail, aiming to improve services for overseas visitors. Through measures including the "one order, one package, one code" system, the tax refund process for eligible customers has been shortened to just about five minutes. 。　　在7月底打包“AI股神”大部分二级市场股票的城堡投资披露，已经兑现这笔“带血筹码”的大部分利益。据媒体报道，城堡投资创始人肯·格里芬周五在一封致客户的信中，披露公司从利奥波德·阿申布伦纳（Leopold Aschenbrenner）旗下对冲基金“态势感知”手中收购资产一事。　　在这封信中，格里芬告诉客户，城堡投资已经通过超过100笔的大宗交易，处置了所购原始投资组合中“超过80%的总体风险”，这些交易对应的市场价值超过40亿美元。　　格里芬表示，这些交易涉及10只不同的股票，算得上“今年规模最大的日内大宗交易”。

二 | 　　当今投资界的“对冲基金一哥”评论称：“我们分散风险的能力是我们投资策略的核心。这些时刻恰恰体现了我们快速评估复杂风险、迅速且果断地配置资本，并精准执行决策的能力。

三 | ”　　值得一提的是，格里芬很少给投资者写信。所以这封信本身，足以说明“对冲基金一哥”对这笔交易有多么得意。　　作为AI时代涌现的投资神话，从2024年底到今年7月初，此前毫无资管经验的阿申布伦纳将“态势感知”的资管规模从2亿美元干到超过400亿美元。除了慕名注入的外部资金，他对一系列AI牛股的押注据传还用上了数倍杠杆。　　随着科技股的“黑色7月”降临，“AI股神”遭遇清算时刻。“态势感知”重仓的闪迪、Bloom Energy等股票，都在上个月经历“腰斩行情”，同时他做空的软件股却开始反弹，出现“多头仓位在亏钱，空头仓位也在亏钱”的紧迫状况。　　13F持仓报告显示，在风暴来临前的6月底，“态势感知”基金的前6大重仓股分别为闪迪、美光、Bloom Energy、台积电，以及新兴算力租赁公司Nebius和CoreWeave，其中两大存储巨头的仓位占比超过56%。

四 | （来源：whalewisdom）　　据悉，阿申布伦纳的基金一直扛到7月29日，随后经过彻夜谈判，到第二天盘前决定将大部分二级市场仓位以当时价格再折让10%卖给城堡投资。　　那个节点，正是科技股7月动荡的最低点。

五 | 从格里芬“抄底”节点计算，闪迪后续最多反弹超过80%，Bloom Energy和美光也至少反弹超30%。（闪迪日线图，来源：TradingView）　　格里芬也在周五证实。城堡投资的旗舰多策略基金Wellington基金在7月回报率为5.94%，创2022年以来最佳单月表现.　　此前也有报道称，城堡的战术交易基金7月回报率达到11.1%，另一只股票基金的收益率达到14.1%。