【导读】多家券商跻身上市公司前十大流通股东 券商行业研究和市场分析功力较深厚，券商重仓股备受市场关注。 Choice数据显示，截至8月11日，西部矿业、湘电股份等10家上市公司前十大流通股东中出现了券商身影。行业方面，券商偏好有色金属、电力 设备等行业，持仓市值居前。 多家券商"买"进前十大股东 Choice数据显示，已披露2025年半年报的A股上市公司中，西部矿业、湘电股份、藏格矿业、银河电子、华特达因等公司的十大流通股东名单中 出现券商身影。 由于自营业务具有灵活性，其往往是券商业绩的核心变量，一定程度上决定着券商业绩的"成色"。数据显示，2024年券商自营业务收入合计超 1740亿元，同比增长超40%，蝉联行业第一大收入来源。 从自营业务规模来看，2024年共有6家券商自营业务净收入超100亿元，分别是中信证券、国泰海通、华泰证券、中国银河、申万宏源、中金公 司。此外，招商证券、国信证券、广发证券、中信建投等券商的自营业务净收入金额均超70亿元。 今年一季度，多家券商的自营收入同比翻倍增长。其中，长江证券同比增长逾23倍，一季度自营收入达8.72亿元；华西证券同比增长逾6倍，一季 度自营收入为3.06亿 ...

Group 1 - The article highlights a recent scam where individuals receive calls from someone posing as an airline representative, claiming their flight has been canceled and offering a refund process that leads to financial loss [1][2] - Victims are instructed to download fraudulent apps such as "Yunxietong" and "Shanyitong," which allow scammers to remotely control their phones and access sensitive information [2][3] - The article emphasizes the importance of not downloading apps from unofficial sources and encourages individuals to report suspicious activities to law enforcement [3] Group 2 - The scam has resulted in significant financial losses for victims, with one individual losing 99,000 yuan and another losing over 45,000 yuan [1][2] - The fraudulent activities involve creating a false identity to gain trust and using deceptive tactics to manipulate victims into providing personal banking information [2][3] - The article warns that these types of scams are becoming more sophisticated and can lead to severe financial consequences if individuals are not cautious [3]

Market Overview - A-shares saw a collective rise in the three major indices, with over 4,300 stocks gaining, and the ChiNext Index increasing by nearly 2% [2][7] - As of the midday close, the Shanghai Composite Index rose by 0.51%, the Shenzhen Component Index by 1.48%, and the ChiNext Index by 1.99% [2][4] Sector Performance - The robotics sector led the market, with PEEK material concept stocks rising over 6% [7][9] - Lithium mining stocks experienced a "limit-up" surge due to news from CATL, with significant gains in salt lake lithium extraction, lithium battery electrolyte, and lithium iron phosphate battery stocks [7][13] - Other sectors such as liquor, military, and brokerage also saw widespread gains, while previously popular sectors like gold jewelry and shipbuilding concepts declined [7][16] Notable Stocks - Individual stocks such as Huami New Materials and Xinhang New Materials saw substantial increases, with Huami New Materials rising nearly 17% [9][10] - Lithium-related stocks like Shengxin Lithium Energy, Jiangte Electric, and Tianqi Lithium all hit the daily limit, while Ganfeng Lithium and Zhongmin Resources rose over 9% [14][15] Trading Volume and Market Activity - The total trading volume for the Shanghai and Shenzhen markets reached 1.1355 trillion yuan, marking a 58.5 billion yuan increase from the previous trading day [6] - The market recorded 69 stocks hitting the daily limit, while 954 stocks declined [7] AI and Robotics Sector Developments - The AI industry received positive news from the Henan provincial government, which announced a series of supportive measures, including a 3 billion yuan AI industry fund [12] - Companies like Industrial Fulian reported record highs in revenue and net profit due to growth in AI business [12] Conclusion - The overall market sentiment is bullish, driven by strong performances in robotics and lithium sectors, alongside supportive government policies for AI development [12][13]

Group 1: Bitcoin Price Movement - Bitcoin price surged back to over $121,000, marking an increase of nearly 4% within 24 hours [1][3] - Since July 14, when Bitcoin first broke the $120,000 mark, it has experienced significant fluctuations, with a rebound observed in August [1][3] Group 2: Other Cryptocurrencies Performance - Other major cryptocurrencies also saw price increases, with Ethereum surpassing $4,300 and ENA and ZORA experiencing gains of 11.35% and 27.35% respectively [3] - Analysts suggest that Ethereum's price could reach a target of $20,000 if it closes above $4,100 in the coming weeks [3] Group 3: Liquidation Data - In the last 24 hours, over 113,000 traders faced liquidation, with a total liquidation amount of $373 million [3][4] - The breakdown of liquidations showed $170 million from long positions and $210 million from short positions, with the largest single liquidation occurring on OKX-BTC valued at $9.144 million [3][4] Group 4: Market Sentiment and Investment Trends - Korean retail investors have shifted their focus from large-cap U.S. tech stocks to cryptocurrencies and stablecoin-related stocks, with the share of crypto-related stocks in their purchases rising from 8.5% in January to over 30% in July [6] - The narrative around Bitcoin is evolving, being viewed as a macro asset to hedge against excessive fiscal spending [6] Group 5: Corporate Developments - Nasdaq-listed company BNC announced the acquisition of 200,000 BNB, amounting to approximately $160 million, positioning itself as the largest institutional holder of BNB [7] - BNC has recently completed a $500 million private placement led by 10 X Capital and appointed David Namdar as CEO [7]

Group 1: Bitcoin Price Movement - Bitcoin price surged back to over $120,000, reaching $121,223.6, with a nearly 4% increase in the last 24 hours [1][4] - Since July 14, when Bitcoin first broke the $120,000 mark, it has experienced significant fluctuations, with a rebound observed in August [3][4] Group 2: Other Cryptocurrencies Performance - Ethereum's price surpassed $4,300, while ENA and ZORA saw increases of 11.35% and 27.35%, respectively, with ZORA reaching a new historical high [5] - Analysts suggest that Ethereum's price could potentially reach $20,000 if it closes above $4,100 in the coming week [5] Group 3: Liquidation Events - In the last 24 hours, over 113,100 traders were liquidated, with a total liquidation amount of $373 million [6][7] - The liquidation breakdown shows $170 million from long positions and $210 million from short positions, with the largest single liquidation occurring on OKX-BTC valued at $9.144 million [7][8] Group 4: Market Sentiment and Trends - Korean retail investors have shifted their focus from large-cap U.S. tech stocks to stablecoins and crypto-related stocks, with the share of crypto-related stocks in their purchases rising from 8.5% in January to over 30% in July [9] - The narrative around Bitcoin is evolving, being viewed as a macro asset to hedge against uncontrolled fiscal spending [9] Group 5: Corporate Developments - Nasdaq-listed company BNC announced the purchase of 200,000 BNB, amounting to approximately $160 million, positioning itself as the largest institutional holder of BNB [10] - BNC has restructured its management and appointed David Namdar, co-founder of Galaxy Digital, as CEO [10]

内蒙古东部、华北北部、西北地区东部、江淮、江汉、江南北部、西南地区东部、华南南部等地的部分 地区将有小时雨量大于20毫米的短时强降水天气，其中，安徽中部、江苏中部、湖北西部、四川东南 部、重庆中西部和东北部等地的部分地区小时雨量大于50毫米，最大可达70毫米以上。 预计，强对流的主要影响时段为今天午后至夜间。 （原标题：大暴雨、特大暴雨，又要来了） 来源：中央气象台 中央气象台8月11日6时继续发布暴雨黄色预警：预计，8月11日08时至12日08时，苏皖中部、湖北东部 和南部、湖南西北部、四川东部和南部、重庆、贵州中西部和东北部、云南北部以及内蒙古中东部等地 部分地区有大到暴雨。 其中，江苏中部、湖北西南部、湖南西北部、重庆中东部、贵州东北部等地部分地区有大暴雨，湖南西 北部、重庆东南部等地局地特大暴雨（250～280毫米）。上述部分地区伴有短时强降水（最大小时降雨 量20～50毫米，局地可超过70毫米），局地有雷暴大风等强对流天气。 中央气象台8月11日6时继续发布强对流天气蓝色预警：预计8月11日08时至12日08时，内蒙古东部、华 北北部、西北地区东部、西南地区东部等地的部分地区将有8级以上雷暴大风或冰 ...

Group 1: Lithium Market Dynamics - Lithium mining stocks surged following the expiration of the mining license for CATL's (宁德时代) Jiangxia Wokeng mine, leading to a collective rise in lithium, salt lake lithium extraction, rare metals, and lithium battery stocks [2][4] - All contracts for lithium carbonate futures hit the upper limit, with the main contract (2511) increasing by 8% to a price of 81,000 yuan per ton [6][7] - The price of lithium has risen to 90,000 to 100,000 yuan per ton, up from a previous low of approximately 58,000 yuan per ton, indicating strong market demand [6] Group 2: Stock Performance - Notable lithium stocks such as Jiangte Electric (江特电机), Yongshan Lithium Industry (永杉锂业), and Tianqi Lithium (天齐锂业) reached their daily limit up, while Ganfeng Lithium (赣锋锂业) and others also saw significant gains [4][5] - In the Hong Kong market, Tianqi Lithium and Ganfeng Lithium both experienced substantial increases, with Tianqi Lithium rising by 18.24% and Ganfeng Lithium by 16.86% [5] Group 3: Regional Market Activity - The Xinjiang revitalization concept stocks remained active, with companies like Xinjiang Torch (新疆火炬) and Xinjiang Communications Construction (新疆交建) showing strong performance, each achieving nearly 10% gains [8][9] - The establishment of the New Tibet Railway Company, with a registered capital of 95 billion yuan, is expected to enhance the connectivity of the western railway network, facilitating the transportation of mineral resources [10]

【导读】宁德时代回应宜春项目矿区停产问题，碳酸锂主力合约涨停，锂矿概念股大涨 碳酸锂期货主力合约涨停 中国基金报记者张舟 过去几周，江西大厂矿区停产消息备受关注，成为扰动碳酸锂价格走向的核心原因之一。8月9日，多方渠道消息证实，江西宜春枧下窝矿区采矿端停产。 不过，周末宁德时代并未回应。 8月11日上午，宁德时代在互动平台正式回应：公司在宜春项目采矿许可证8月9日到期后，确已暂停了开采作业。 宁德时代表示："公司正按相关规定尽快办理采矿证延续申请，待获得批复后将尽早恢复生产，该事项对公司整体经营影响不大。" 8月11日，国内商品期市开盘，碳酸锂主力合约涨停，报81000元/吨。宁德时代枧下窝锂矿停产，工业硅上涨3.26%。 机构预计未来几天锂价或升至8万元每吨 锂矿概念股大涨 8月11日开盘，A股锂矿概念股集体大涨，江特电机、永杉锂业涨停。 盛新锂能、天齐锂业涨超8%，中矿资源涨超7%，威领股份、融捷股份、永兴材料、赣锋锂业等跟涨。 | 代码 | 名称 | 现价 | 涨跌幅 ▼ | 总市值 | 年初至今 | | --- | --- | --- | --- | --- | --- | | 002240 | 盛新 ...

【导读】黄金价格跳水，现货黄金价格一度跌破3380美元/盎司 引发黄金价格波动 "金条关税"传闻，引发黄金价格波动。据英国《金融时报》报道，美国政府已对进口的一公斤金条加征关税。报道称，美国海关与边境保护局（CBP）在 7月31日出具的一封"裁定函"中表示，一公斤及100盎司金条应归类于适用征税的海关编码。 对此，美国白宫很快作出回应。据彭博社报道，白宫打算在近期发布一项行政令，澄清一位官员所说的有关黄金和其他特种产品关税的错误信息。彭博 称，白宫发布澄清立场的命令，将有助于平息因担心黄金进口关税而引发的市场混乱。 此外，当地时间8月9日，美联储副主席鲍曼在最近的讲话中强调，最新就业数据强化了今年降息三次的论点，她呼吁其他决策者在9月的美联储会议上开 始降息。她指出，通胀上行风险已减小，美联储应主动降息以避免劳动力市场进一步恶化。 当地时间8月10日，美国财政部长贝森特表示，他正牵头物色美国联邦储备委员会主席鲍威尔的继任人选。贝森特表示，下任美联储主席应获市场信任， 希望美联储主席具备"前瞻性思维"。贝森特认为，货币政策独立性对经济至关重要，希望通过政策维持美元的储备货币地位。 8月11日早盘，现货黄金向上触 ...

作为今年公募基金领域的爆款品种，科创债ETF势头迅猛。上市不到一个月，首批10只科创债ETF整体 规模已超过1100亿元，较上市之初增长了近3倍。 规模迅速增长的同时，科创债ETF队伍即将迎来扩容。据业内人士透露，多家基金公司正在争取第二批 科创债ETF。 首批10只科创债ETF中，已有8只产品规模突破百亿元大关。其中，科创债ETF嘉实最新规模为160亿 元，位居首位；科创债ETF华夏、科创债ETF富国的规模均超过150亿元；科创债ETF鹏华、科创债ETF 易方达、科创债ETF招商、科创债ETF南方、科创债ETF博时等5只产品规模突破百亿元。 谈及科创债ETF产品创设的意义，中金公司研究所认为，首批科创债ETF的上市重塑了债券ETF的市场 格局。在2025年之前，全市场共有21只债券ETF，以利率债ETF为主，市场存量信用债ETF仅3只。今年 以来，债券ETF市场迎来供给侧改革，信用债ETF密集发行，从1月份首批8只基准做市信用债ETF，到7 月份首批10只科创债ETF，债券ETF的市场版图不断完善。截至2025年8月8日，债券ETF存量产品数量 已拓展至39只，包括2只转债ETF，16只利率债ETF和21只 ...