淡马锡

[{ "selector": ".dqrkn-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".wckaq-a", "duration": "500ms", "fill": "forwards", "delay": "2000ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".dhbug-a", "duration": "500ms", "fill": "forwards", "delay": "3000ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }]

淡马锡于1974年成立时，投资组合一共包括了35家公司，总价值为3.54亿新元。

截至2021年3月31日，淡马锡的投资组合净值已经达到3,810亿新元。

[{ "selector": ".bdzby-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".mprud-a", "duration": "2000ms", "fill": "forwards", "delay": "500ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }]

答案没有那么简单明了。

[{ "selector": ".meqly-a", "duration": "500ms", "fill": "forwards", "delay": "3000ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".zzged-a", "duration": "2000ms", "fill": "forwards", "delay": "500ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".bdvwv-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }]

快手短视频
辉瑞冠病疫苗

[{ "selector": ".sfvph-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".yidkn-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".jfzvf-a", "duration": "500ms", "fill": "forwards", "delay": "1000ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".oroka-a", "duration": "500ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }]

在淡马锡的投资主题下共有四大结构性趋势

[{ "selector": ".azzis-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".zlrha-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".ctaer-a", "duration": "500ms", "fill": "forwards", "delay": "1000ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".crchd-a", "duration": "500ms", "fill": "forwards", "delay": "2000ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".rxycg-a", "duration": "500ms", "fill": "forwards", "delay": "1500ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }]

疫情加快数字化进程

[{ "selector": ".mesjt-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".jmwpf-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".znfch-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".vhqax-a", "duration": "500ms", "fill": "forwards", "delay": "2500ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".fcewy-a", "duration": "500ms", "fill": "forwards", "delay": "2000ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".yexyz-a", "duration": "500ms", "fill": "forwards", "delay": "1500ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".weoqw-a", "duration": "500ms", "fill": "forwards", "delay": "1000ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".qpesb-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".nejta-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".kgvjj-a", "duration": "2000ms", "fill": "forwards", "delay": "3000ms", "keyframes": [ {"offset": 0, "transform": "translateY(100%)", "opacity": 1}, {"offset": 1, "transform": "translateY(357)", "opacity": 1} ] }]

数字化进程
投资案例

[{ "selector": ".pdywa-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".imhwa-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".mensr-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }]

1

FNZ Logo [{ "selector": ".hvcvf-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".dxruh-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".tvleh-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }]

数字化进程
投资案例

[{ "selector": ".tqvms-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".jtffa-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".yjigi-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }]

更宜居、发展更平衡的未来才能带来长期机遇和回报

[{ "selector": ".euxwx-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".gmeky-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".zsdkt-a", "duration": "500ms", "fill": "forwards", "delay": "1500ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".gdfef-a", "duration": "500ms", "fill": "forwards", "delay": "1000ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".ouctt-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".jqkag-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }]

工业和企业领域
·硬件半导体·企业软件

终端用户市场
·付款软件·工业自动化

[{ "selector": ".hwraw-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".gneoj-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".zjauv-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".qmyak-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }]

人口结构变化
带来消费行为转变

[{ "selector": ".bwfoc-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".ouphz-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".onrdz-a", "duration": "500ms", "fill": "forwards", "delay": "2000ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".bucsw-a", "duration": "500ms", "fill": "forwards", "delay": "1500ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".ntsuj-a", "duration": "500ms", "fill": "forwards", "delay": "1000ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".vpmzx-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".gjppk-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }]

未来新消费
投资案例

[{ "selector": ".daubc-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".zvfen-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }]

未来新消费
投资案例

[{ "selector": ".pnmyd-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".hmqsv-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }]

帮助银发族为充实的
长寿生活做好准备

[{ "selector": ".yvpyu-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".gnhgr-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".dxrie-a", "duration": "500ms", "fill": "forwards", "delay": "1500ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".jtfic-a", "duration": "500ms", "fill": "forwards", "delay": "1000ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".znmif-a", "duration": "500ms", "fill": "forwards", "delay": "500ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".anvbt-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".umvzr-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".wwusz-a", "duration": "2000ms", "fill": "forwards", "delay": "3000ms", "keyframes": [ {"offset": 0, "transform": "translateY(100%)", "opacity": 1}, {"offset": 1, "transform": "translateY(377)", "opacity": 1} ] }]

更长的寿命
投资案例

[{ "selector": ".pmpjq-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".linig-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }]

更长的寿命
投资案例

[{ "selector": ".kzuhu-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".ssbkz-a", "duration": "1000ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }]

文 / 胡渊文
设计 / 洪惠贞

[{ "selector": ".exrfc-a", "duration": "500ms", "fill": "forwards", "delay": "1500ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".eoufn-a", "duration": "500ms", "fill": "forwards", "delay": "500ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".vgafy-a", "duration": "500ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }, { "selector": ".cwhgk-a", "duration": "500ms", "fill": "forwards", "delay": "1000ms", "keyframes": [ {"offset": 0, "opacity": 0}, {"offset": 1, "opacity": 1} ] }]

淡马锡

如何投资?

淡马锡于1974年成立时，投资组合一共包括了35家公司，总价值为3.54亿新元。截至2021年3月31日，淡马锡的投资组合净值已经达到3,810亿新元。

答案没有那么简单明了。

在全球各地那么多的公司中，淡马锡如何筛选值得投资的公司呢？是选择规模大的？盈利最高的？还是知名企业家创办的公司？

快手短视频辉瑞冠病疫苗

Impossible Burger

•••

AirbnbGrabPayPalShopee

••••

在淡马锡的投资主题下共有四大结构性趋势

疫情加快数字化进程

在城市发展规划中运用更多数据和科技

促进各领域创新

改变商业模式

数字化进程

工业和企业领域·硬件半导体·企业软件终端用户市场·付款软件·工业自动化

1

·支付·工业自动化

·硬件半导体·企业服务软件

工业和企业领域终端用户市场

数字化进程投资案例

1

工业和企业领域·硬件半导体·企业软件终端用户市场·付款软件·工业自动化

•

全球支付和软件公司

美国

飞汇

Flywire

1

工业和企业领域·硬件半导体·企业软件终端用户市场·付款软件·工业自动化

•

英国

财富管理服务平台

FNZ

数字化进程投资案例

数字化进程投资案例

1

工业和企业领域·硬件半导体·企业软件终端用户市场·付款软件·工业自动化

•

中国

制造操作管理软件服务提供商

黑湖智造

Black Lake

更宜居、发展更平衡的未来才能带来长期机遇和回报

气候风险与商业之间越来越息息相关

工业和企业领域·硬件半导体·企业软件终端用户市场·付款软件·工业自动化

可持续的生活

2

工业和企业领域·硬件半导体·企业软件终端用户市场·付款软件·工业自动化

•

•

•

以色列

印度

加拿大

为农民提供省水技术解决方案

再生能源平台

地热专利技术

Rivulis

O2 Power

Eavor Technologies

可持续的生活投资案例

2

瑞沃乐斯

人口结构变化带来消费行为转变

数码原住民

新兴市场财富增长

未来新消费

3

工业和企业领域·硬件半导体·企业软件终端用户市场·付款软件·工业自动化

健康消费品 金融服务 电商

未来新消费投资案例

工业和企业领域·硬件半导体·企业软件终端用户市场·付款软件·工业自动化

•

•

新加坡

冬海集团

按需服务的电子商务和金融服务平台

数码娱乐、电子商务和金融服务平台

淡马锡于1974年成立时，投资组合一共包括了35家公司，总价值为3.54亿新元。

截至2021年3月31日，淡马锡的投资组合净值已经达到3,810亿新元。

在全球各地那么多的公司中，淡马锡如何筛选值得投资的
公司呢？
是选择规模大的？
盈利最高的？
还是知名企业家创办的公司？

快手短视频
辉瑞冠病疫苗

•

•
•

Airbnb
Grab
PayPal
Shopee

•
•
•
•

在城市发展规划中
运用更多数据和科技

工业和企业领域
·硬件半导体·企业软件

终端用户市场
·付款软件·工业自动化

·硬件半导体
·企业服务软件

工业和企业领域

终端用户市场

数字化进程
投资案例

工业和企业领域
·硬件半导体·企业软件

终端用户市场
·付款软件·工业自动化

工业和企业领域
·硬件半导体·企业软件

终端用户市场
·付款软件·工业自动化

数字化进程
投资案例

数字化进程
投资案例

工业和企业领域
·硬件半导体·企业软件

终端用户市场
·付款软件·工业自动化

气候风险与商业之间
越来越息息相关

工业和企业领域
·硬件半导体·企业软件

终端用户市场
·付款软件·工业自动化

工业和企业领域
·硬件半导体·企业软件

终端用户市场
·付款软件·工业自动化

可持续的生活
投资案例

人口结构变化
带来消费行为转变

工业和企业领域
·硬件半导体·企业软件

终端用户市场
·付款软件·工业自动化

健康消费品金融服务电商

未来新消费
投资案例

工业和企业领域
·硬件半导体·企业软件

终端用户市场
·付款软件·工业自动化

按需服务的电子商务和
金融服务平台

数码娱乐、电子商务和
金融服务平台

未来新消费
投资案例

工业和企业领域
·硬件半导体·企业软件

终端用户市场
·付款软件·工业自动化

帮助银发族为充实的
长寿生活做好准备

到2050年全球每六人中预计
就有一人年逾65岁

城市化和老龄化速度
前所未有

工业和企业领域
·硬件半导体·企业软件

终端用户市场
·付款软件·工业自动化

医疗保健

退休基金

财务规划

更长的寿命
投资案例

工业和企业领域
·硬件半导体·企业软件

终端用户市场
·付款软件·工业自动化

癌症治疗方案和
联合辉瑞(Pfizer)研发冠病疫苗

更长的寿命
投资案例

工业和企业领域
·硬件半导体·企业软件

终端用户市场
·付款软件·工业自动化

文 / 胡渊文
设计 / 洪惠贞

新报业媒体有限公司版权所有
（公司登记号：202120748H）