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AI当头的不确定时代,淡马锡想用“长期主义”交出怎样答卷?
投资节奏方面,淡马锡本财年新增投资520亿新元,同时退出资产420亿新元,延续了其“有进有退”的策略风格;从长期视角来看,其20年期和10年期的股东总回报率分别为7%和5%;此外,财年结束时,淡马锡也维持了净现金状态。这些数据表明,淡马锡在保持资产配 ...
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