富达咖 Fidelity Coffee Break

欢迎来到《富达咖》，这里是由富达基金出品的视频播客节目。在一杯咖啡的轻松时光里，我们和相信投资、热爱生活的你，一同放眼全球市场，捕捉投资机遇、分享配置思路；用专业与温度，为你的投资与生活，点亮更多灵感。AI 浪潮席卷全球资本市场，国内利率进入较低区间，普通投资者如何通过全球配置，构建健康、可持续的资产组合？在第三期《富达咖》中，富达国际亚洲固定收益主管朱蕾、富达基金产品及内容营销负责人郑恒，以及国泰海通证券研究所基金研究首席分析师倪韵婷，从全球视角拆解 AI 对股债的深层影响、亚洲债券韧性原因、香港债券的投资价值，同时分享多元配置对普通投资者有什么益处。本期时间轴：00:00 节目开场，两位嘉宾介绍00:34 AI 提振下亚洲部分地区股市行情火爆07:18 亚洲债券韧性背后原因，香港债券市场独有优势15:11 港债与美债对比，港债对国内投资者优势在哪19:40 美联储货币政策前瞻，分析海外债券当下配置价值25:45 汇率波动可能带来的投资风险及应对方法28:20 全球配置在国内发展的现状及趋势免责声明本文件所述基金为内地与香港基金互认中获得中国证监会正式注册的香港基金，在内地市场向公众销售，由富达基金（香港）有限公司管理，富达基金管理（中国）有限公司是该基金内地代理人。该基金依据香港法律设立，其投资运作、信息披露等规范适用香港法律及香港证监会的规定。中国证监会的注册不代表对本基金投资收益的判断或保证，也不表明投资于本基金没有风险。投资者在投资本基金前，请仔细阅读本基金的信托契约、招募说明书、产品资料概要表等基金法律文件，并根据自身的投资目的、投资期限、投资经验、资产状况等因素充分考虑自身的风险承受能力，独立做出投资决策并承担投资风险。本产品风险等级以销售机构评价结果为准。本产品风险包括资本和收益风险、外币风险、债券及其他债务工具风险、估值风险、地域集中度风险、新兴市场风险、金融衍生工具风险，并请投资者关注互认基金的特有风险，详细风险揭示内容请查阅招募说明书。富达 / 富达国际 / Fidelity / Fidelity International指FIL Limited及其附属公司，富达基金指富达基金管理（中国）有限公司，“富达”、“富达国际”、Fidelity、Fidelity International、Fidelity International 标志及F标志均为FIL Limited的商标。富达只就产品及服务提供数据。富达投资指富达管理与研究公司。富达基金与富达国际、富达投资之间实行业务隔离制度，富达国际、富达投资并不直接参与富达基金的投资运作，富达国际、富达投资的过往投资业绩不代表富达基金的投资业绩，且不构成对富达基金管理基金业绩表现的保证。

欢迎来到《富达咖》，这里是由富达基金出品的视频播客节目。在一杯咖啡的轻松时光里，我们和相信投资、热爱生活的你，一同放眼全球市场，捕捉投资机遇、分享配置思路；用专业与温度，为你的投资与生活，点亮更多灵感。在第2期《富达咖》视频播客中，富达投资大中华区投资策略与业务资深顾问、“目标日期基金之父”郑任远，京东金融财富业务副总经理、投研业务负责人冯永昌，以及富达基金多元资产部负责人、富达中国养老投资业务负责人赵强进行了深入对话，探讨如何理性规划养老投资，拒绝养老焦虑。本期时间轴：00:00 开场视频及嘉宾介绍01:19 国内个人养老金发展现状03:04 海外养老投资发展历程，复利、定投是关键06:15 目标日期基金及构建养老投资核心策略08:04 全球资产配置与风险控制对养老投资非常重要24:33 构建养老多元支柱，除了财务我们还可以关心什么28:04 AI等前沿科技赋能养老，长寿时代有望来临30:51 本期要点回顾免责声明本资料须获富达基金书面同意方可向外发放。本资料内所载的观点，在任何情况下均不应被视为富达基金的促销或建议。富达基金对任何依赖本文而引致的损失概不负责。有意投资者应就个别投资项目的适合程度或其它因素寻求独立的意见。虽然富达基金已尽力采取措施，确保文内资料准确无误，但不拟就有关由第三方所提供的数据出现错误或遗漏承担任何责任。本资料仅供数据参考用途，未经富达基金的书面同意，请勿传阅或复制本资料。本资料不应被视为邀请或推介认购富达基金任何基金或产品，或邀请或推介采用富达基金的资产管理服务。富达 / 富达国际 /Fidelity / Fidelity International指FIL Limited及其附属公司，富达基金指富达基金管理（中国）有限公司，“富达”、“富达国际”、Fidelity、Fidelity International、Fidelity International 标志及F标志均为FIL Limited的商标。富达只就产品及服务提供数据。富达投资指富达管理与研究公司。投资涉及风险。本数据仅包含一般数据，并非认购基金份额的邀约，亦不应被视为建议购买或沽售任何金融工具。本数据所载数据只在数据刊发时方为准确。观点及预测或会更改而不需另作通知。本资料所载的证券(如有)仅供资料用途，在任何情况下均不应被视建议买入或卖出有关证券。富达基金与富达国际、富达投资之间实行业务隔离制度，富达国际、富达投资并不直接参与富达基金的投资运作，富达国际、富达投资的过往投资业绩不代表富达基金的投资业绩，且不构成对富达基金管理基金业绩表现的保证。All external distribution requires prior written approval from Fidelity China. Opinion within this material (if any) is for illustrative purpose only and should not be construed as a recommendation to the investor to buy or sell the same. Fidelity China cannot be held responsible for any consequence of any action carried out by any user authorised or unauthorised. Any person considering for an investment shall seek independent advice on the suitability or other matters of a particular investment that the person tends to make.  While Fidelity China makes every attempt to provide accurate information included in this document, Fidelity China shall not be responsible to or be liable for any mistake or omission in any content provided by a third party. This material is prepared only for informational purpose and may not be reproduced or circulated without prior written consent from Fidelity China. This material should not be considered as an invitation or recommendation to subscribe to any fund or product, or as an invitation or promotion to the use of Fidelity China's asset management services. Fu Da/ Fu Da Guo Ji/ Fidelity/ Fidelity International refer to as FIL Limited and its affiliates, Fidelity China refers to FIL Fund Management (China) Company Limited, “Fu Da”, “Fu Da Guo Ji”, Fidelity, Fidelity International, the Fidelity International logo and F symbol are trademarks belong to FIL Limited. Fidelity only provides data on products and services. FMR refers to Fidelity Management & Research Company. Investment involves risks. This material contains general information only. It is not an invitation to subscribe for shares in a fund nor is it to be construed as an offer to buy or sell any financial instruments. The information contained in this material is only accurate on the date such information is published. Opinions or forecasts contained herein are subject to modification without prior notice. Reference to specific securities mentioned within this material (if any) is for illustrative purpose only and should not be construed as a recommendation to the investor to buy or sell the same. Business separation mechanism is conducted between Fidelity China and FIL/FMR. FIL/FMR do not directly participate in investment and operation of fund property. Past performance from FIL/FMR is not a reliable indicator of future results, nor the guarantee for the performance of the portfolio managed by Fidelity China.

欢迎来到《富达咖》，这里是由富达基金出品的视频播客节目。在一杯咖啡的轻松时光里，我们和相信投资、热爱生活的你，一同放眼全球市场，捕捉投资机遇、分享配置思路；用专业与温度，为你的投资与生活，点亮更多灵感。 在首期《富达咖》视频播客中，资深财经媒体人吴娟娟与富达基金股票部负责人、基金经理周文群（Lynda），以及富达国际股票研究总监李晶（Monica）进行了深入对话。在这个AI魅惑的时代，普通人可以如何重拾投资信心，并应对AI带来的焦虑。时间轴01:13 AI视频数字分身与普通人如何面对AI焦虑10:20 AI投资泡沫辨析与AI智能体所带来的旺盛需求13:05 何为AI魅惑：彼得林奇与安东尼波顿深入对话17:09 AI对投研工作与资管行业新人招聘带来的变化23:09 中东局势变化对市场与产业链的冲击27:45 中国经济韧性、资金流向与能源结构优势31:30 普通投资者应对市场波动的配置建议34:14 房地产市场现状与行业发展判断36:36 年度自我期待：在自律与灵活中间选择自律免责声明本资料须获富达基金书面同意方可向外发放。本资料内所载的观点，在任何情况下均不应被视为富达基金的促销或建议。富达基金对任何依赖本文而引致的损失概不负责。有意投资者应就个别投资项目的适合程度或其它因素寻求独立的意见。虽然富达基金已尽力采取措施，确保文内资料准确无误，但不拟就有关由第三方所提供的数据出现错误或遗漏承担任何责任。本资料仅供数据参考用途，未经富达基金的书面同意，请勿传阅或复制本资料。本资料不应被视为邀请或推介认购富达基金任何基金或产品，或邀请或推介采用富达基金的资产管理服务。富达 / 富达国际 / Fidelity / Fidelity International指FIL Limited及其附属公司，富达基金指富达基金管理（中国）有限公司，“富达”、“富达国际”、Fidelity、Fidelity International、Fidelity International 标志及F标志均为FIL Limited的商标。富达只就产品及服务提供数据。富达投资指富达管理与研究公司。投资涉及风险。本数据仅包含一般数据，并非认购基金份额的邀约，亦不应被视为建议购买或沽售任何金融工具。本数据所载数据只在数据刊发时方为准确。观点及预测或会更改而不需另作通知。本资料所载的证券(如有)仅供资料用途，在任何情况下均不应被视建议买入或卖出有关证券。富达基金与富达国际、富达投资之间实行业务隔离制度，富达国际、富达投资并不直接参与富达基金的投资运作，富达国际、富达投资的过往投资业绩不代表富达基金的投资业绩，且不构成对富达基金管理基金业绩表现的保证。All external distribution requires prior written approval from Fidelity China. Opinion within this material (if any) is for illustrative purpose only and should not be construed as a recommendation to the investor to buy or sell the same. Fidelity China cannot be held responsible for any consequence of any action carried out by any user authorised or unauthorised. Any person considering for an investment shall seek independent advice on the suitability or other matters of a particular investment that the person tends to make. While Fidelity China makes every attempt to provide accurate information included in this document, Fidelity China shall not be responsible to or be liable for any mistake or omission in any content provided by a third party. This material is prepared only for informational purpose and may not be reproduced or circulated without prior written consent from Fidelity China. This material should not be considered as an invitation or recommendation to subscribe to any fund or product, or as an invitation or promotion to the use of Fidelity China's asset management services. Fu Da/ Fu Da Guo Ji/ Fidelity/ Fidelity International refer to as FIL Limited and its affiliates, Fidelity China refers to FIL Fund Management (China) Company Limited, “Fu Da”, “Fu Da Guo Ji”, Fidelity, Fidelity International, the Fidelity International logo and F symbol are trademarks belong to FIL Limited. Fidelity only provides data on products and services. FMR refers to Fidelity Management & Research Company. Investment involves risks. This material contains general information only. It is not an invitation to subscribe for shares in a fund nor is it to be construed as an offer to buy or sell any financial instruments. The information contained in this material is only accurate on the date such information is published. Opinions or forecasts contained herein are subject to modification without prior notice. Reference to specific securities mentioned within this material (if any) is for illustrative purpose only and should not be construed as a recommendation to the investor to buy or sell the same. Business separation mechanism is conducted between Fidelity China and FIL/FMR. FIL/FMR do not directly participate in investment and operation of fund property. Past performance from FIL/FMR is not a reliable indicator of future results, nor the guarantee for the performance of the portfolio managed by Fidelity China.