投行&私行活動足跡

快速了解British Columbia省的新創公司及發展趨勢，認識7-8家涵蓋醫療、AI、金融及永續發展的新創公司（如利用自然氣流降低運輸船碳排放）。活動結束後可與創始人直接互動。 

British Columbia省政府為吸引投資，提供30%投資稅收減免等優惠，促進投資意願並支持創新發展。

Attending the exclusive breakfast event hosted by Maybank Investment Banking Group Singapore with Life Biosciences and Dr. David A. Sinclair & team were truly inspiring. It was a privilege to engage with leading minds on the forefront of longevity science and explore groundbreaking advancements in reversing and preventing age-related diseases. As biotech continues to unlock the secrets of reactivating youthful gene expression, the intersection of science and investment presents immense opportunities. Thank you, @MaybankMaybank Singapore, for fostering such a visionary discussion and driving innovation in the longevity space!

“重新激活年輕基因” 

參加了 Maybank Singapore 與 Life Biosciences 及 David A. Sinclair 博士團隊聯合舉辦的 “重新激活年輕基因” 獨家早餐活動，收穫滿滿，深受啟發！

有幸與長壽科學領域的頂尖專家交流，以了解逆轉和預防年齡相關疾病的前沿突破。生物技術正在揭開年輕基因表現的奧秘，這項科學與投資的交叉點，無疑地蘊藏著巨大機會。

這次活動讓我意猶未盡，滿心期待 Maybank 未來能舉辦更多精彩講座。渴望在後續講座中，繼續深挖前沿知識，見證更多創新成果的誕生，與志同道合者共同探索更多可能 ！

I recently had the pleasure of meeting Daniel Ives at a Maybank Breakfast Club, where he shared his insights on electric vehicles and disruptive technologies shaping the future. I was particularly impressed by his perspective on AI and its transformative impact. His deep understanding of the sector and ability to simplify complex trends made for a truly engaging discussion. I appreciate his vision for AI’s role in the future of technology and look forward to following his analysis.

Dan is a leading expert in tech stock analysis and global technology trends. He is a highly respected analyst, frequently featured on CNBC, Bloomberg, Fox News, and major publications such as The Wall Street Journal and The New York Times.

我有幸在馬來亞銀行早餐俱樂部認識Daniel Ives，他分享了他對電動車和影響未來的顛覆性技術的見解。他對人工智能及其變革影響的看法給我留下了深刻的印象。他對該行業的深刻理解以及簡化複雜趨​​勢的能力使得討論變得真正引人入勝。我欣賞他對人工智能在未來技術中的作用的遠見，並期待他的分析。

Daniel是一位備受尊敬的科技股分析師和全球技術趨勢領域的領先專家，經常出現在 CNBC、彭博社、福克斯新聞以及《華爾街日報》和《紐約時報》等主要出版物上。

Iris Dynamics integrates sensors, logic controllers, and drive modules into a single smart linear actuator—an emerging breakthrough in automation, robotics, and precision engineering. Currently, no mainstream supplier on the market offers this level of integration.

The global linear actuator market is valued at approximately $33 billion annually. Within this, the smart actuator segment—with built-in sensing and data capabilities—is projected to grow to around $12 billion over the next decade, fueled by accelerating demand across high-growth sectors such as industrial automation, robotics, autonomous vehicles, and medical devices.

Iris Dynamics 將傳感器、邏輯控制與驅動模組整合至單一智慧線性執行器，智慧線性執行器正成為自動化、機器人與精密工程領域的關鍵創新，目前市面上無其他主流供應商具備同等整合度。

全球線性執行器市場年產值約為 330 億美元，而具備力感測與數據功能的智慧執行器，預計在未來十年內將成長至約 120 億美元。這項成長主要來自自動化、機器人、自動駕駛與醫療設備等高成長產業的強勁需求帶動。

We extend our sincere appreciation to DWS Group for hosting the “2025 H2 Global Investment Outlook” forum in Taipei. The event provided in-depth and forward-looking insights into the evolving global capital landscape, highlighting key themes such as multi-asset diversification, strategic opportunities in Asia and Japan, and the rising relevance of infrastructure and real assets.

We commend DWS for its continued thought leadership and commitment to the Asia-Pacific region. The forum not only deepened our understanding of global macro and investment trends but also fostered valuable dialogue across institutions and market participants.

感謝德銀遠東投信精心策劃並舉辦《2025下半年全球投資展望》論壇。這次活動內容豐富、見解深刻，針對全球資本重構與資產配置的趨勢提供了極具啟發性的分析，尤其在亞洲與日本市場的策略佈局、基礎建設與實物資產價值重估等議題上，讓我們獲益良多。

衷心感謝貴單位長期深耕亞太市場，並持續為投資人提供專業洞察與前瞻性觀點，期待未來能有更多交流合作的機會。

Attended Maybank IBG’s ASEAN flagship in KL. Strong conviction themes emerged:

✅ ASEAN is back in focus — resilient growth, supply chain shifts, rising FDI

✅ Malaysia’s green pivot — capital markets playing a key role in transition financing

✅ ESG & carbon markets — real traction on disclosures and sustainable capital flows

✅ Digital & industrial upgrades — automation, AI, and infra are next-stage enablers

✅ REITs, IPOs, cross-border access — capital market innovation is accelerating

📊 A clear signal: ASEAN’s structural story is regaining momentum — time to re-engage.

很榮幸參與由 Maybank 與 Bursa Malaysia 聯合主辦的 #InvestASEAN2025，聚焦「透過馬來西亞的經濟韌性推動東協一體化」。

🔹 1,500位機構代表、13.6兆美元AUM齊聚吉隆坡

🔹 71家東協與印度上市公司，總市值達3,830億美元

📈 核心議題速覽：

✅ 馬來西亞的宏觀韌性與財政整頓：GDP成長預期達4.5~5.5%，積極推動新能源、半導體、數位轉型。

✅ 東協一體化：強調區域互補協作、強化本地中產階級，目標2030年前實現5,400億美元區域貿易潛力。

✅ AI超級週期來襲：硬體仍為贏家，馬來西亞有望在半導體與AI晶片生態系統中扮演關鍵角色。

✅ 中美博弈下的機會："China+1"策略加速，東協供應鏈優勢凸顯，馬來西亞被視為轉單主要受益者。

✅ 電商戰局演化：Shopee持續領先，TikTok Shop崛起，Temu/Shein調整策略深耕東南亞市場。

#ASEAN #InvestASEAN #EmergingMarkets #GreenFinance #ESG #CapitalMarkets #Investors

CereCura is a Canada-based biotech company pioneering mRNA-based therapeutics for neurological diseases. By leveraging lipid nanoparticle (LNP) technology, CereCura delivers therapeutic mRNA directly into specific brain cells to produce proteins with disease-modifying effects.

The company’s lead program targets Gaucher Disease Type 2 and 3—rare neurodegenerative conditions with no current effective treatment. Its platform has the potential to expand into broader central nervous system (CNS) indications, including Parkinson’s disease.

CereCura is founded by a team of seasoned neuroscientists, drug delivery experts, and industry veterans, with research partnerships across UBC, Nanovation Therapeutics, and Canada’s National Research Council.

With its scalable CNS delivery platform, CereCura aims to transform the future of neurotherapeutics and rare disease treatment.

CereCura 是一家總部位於加拿大的生物科技公司，致力於開發針對神經系統疾病的創新療法。本公司利用 mRNA 與脂質奈米顆粒（LNP）技術，將治療資訊精準遞送至腦部特定細胞，誘導其生成具有療效的蛋白質。

首個產品針對戈謝氏症第 2 型與第 3 型（Gaucher Disease Type 2 & 3），為目前尚無有效療法的罕見疾病提供潛在解決方案。 CereCura 的核心平台具備拓展至帕金森氏症等其他神經退化性疾病的能力。

團隊由神經生物學、LNP 遞送與臨床開發領域的資深科學家與業界專家組成，合作夥伴涵蓋不列顛哥倫比亞大學（UBC）、Nanovation Therapeutics 及加拿大國家研究委員會（NRC）等。

CereCura 致力於打造多適應症、可持續擴展的中樞神經治療平台，推動罕見疾病及神經疾病治療進入新紀元。

本集團受邀參加由中華開發資本與台大賽車隊聯合舉辦的 「馭速未來：趨勢洞察 × 賽車精神」交流茶會，於 2025 年 7 月 17 日假凱基金控總部盛大舉行。

活動透過實體賽車展示與專題演講，探討電動賽車技術革新、未來移動趨勢，以及US關稅政策下台灣企業即將面臨的挑戰與機會。

這不僅展現了學界與產業界的緊密合作，更呼應本集團對綠色交通、創新科技與全球供應鏈變局的前瞻關注。

ASJ Global Group was honored to attend the “Driving the Future: Trend Insights × Racing Spirit” Networking Tea Session, co-hosted by CDIB Capital and the NTU Racing Team, held on July 17, 2025 at the KGI Holdings Headquarters in Taipei.

The event featured an exhibition of the NTU electric racing car and keynote discussions on electric vehicle innovations, future mobility, and the upcoming tariff challenges and opportunities that Taiwanese enterprises will face under the US trade policies.

This event highlights the synergy between academia and industry, while aligning with our Group’s commitment to green mobility, technological innovation, and proactive engagement with global supply chain shifts.