【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 ...

贝森特表示，新任美联储主席应具备审视整个机构的能力，赢得市场信任、能分析复杂经济数据，并注 重前瞻性思维而非依赖历史数据。 近期，美国总统特朗普连续发声，要求美联储委员会进一步降息，并以下一任美联储主席人选的话题对 现任主席鲍威尔施压。鲍威尔回应称，美联储货币政策必须"完全非政治"，重申美联储仍在观察美国关 税带来的影响，而后再进一步决策。 鲍威尔的任期应于2026年5月结束，他在特朗普第一任期内被提名为美联储主席。美国总统通常会在现 任美联储主席任期最后几个月才宣布下一任提名人选。 据CME"美联储观察"，美联储9月维持利率不变的概率为9.3%，降息25个基点的概率为90.7%；美联储 10月维持利率不变的概率为4.5%，累计降息25个基点的概率为48.9%，累计降息50个基点的概率为 46.5%。 万斯称美正协调安排普京与泽连斯基会晤俄乌暂无回应 美财长：正牵头物色鲍威尔的继任人选 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。 【导读】美财长：正牵头物色鲍威尔的继任人选；美联储9月降息25个基点的概率为90.7% 持续关注海外最新消息！ 当地时间8月1 ...

Core Viewpoint - The launch of the Guotai Quality Core Mixed Fund by Guotai Fund aims to enhance investor experience and inject new vitality into the A-share market, leveraging its unique advantages as a newly approved floating fee fund [1] Group 1: Fund Overview - The Guotai Quality Core Mixed Fund was officially launched on August 11 and is part of the second batch of newly approved floating fee funds [1] - The fund is designed in accordance with the requirements of the CSRC's action plan released on May 7, focusing on investor interests and enhancing the overall investment experience [1] Group 2: Fund Management - The fund will be managed by Li Hai, who has 14 years of experience in the securities industry and 9 years in investment management, and is known for his value growth investment style [2] - Li Hai's investment philosophy emphasizes selecting valuable companies and promoting better resource allocation in society, which has led to strong historical performance in the funds he manages [2] Group 3: Historical Performance - The Guotai Jintai Fund, managed by Li Hai since January 2017, has achieved a total return of 116.22% as of July 30, significantly outperforming its benchmark (29.71%) and the CSI 300 index (23.40%) [2] - Another fund managed by Li Hai, the Guotai Consumption Preferred Fund, has shown a total return of 100.74% since August 2019, with a recent three-year return of 43.29% and five-year return of 51.73% [2] Group 4: Market Outlook - Li Hai is optimistic about short-term market recovery and long-term revaluation of core Chinese assets, citing a decrease in the proportion of trade with the US and the maturity of China's manufacturing sector [6] - He believes that quality enterprises represented by indices like the CSI 300 and CSI A500 still have significant revaluation potential as China's economic strength and recovery continue [6] Group 5: Company Background - Guotai Fund, established in 1998, focuses on independent research and long-term value investment, leading the industry in profit generation and professional capability [7][10] - The company has generated a total profit of 16.4 billion yuan for investors over the past six years, ranking among the top five public fund companies in this regard [10] Group 6: Floating Fee Experience - Guotai Fund has been a pioneer in the floating fee fund sector, with its Guotai Research Selected Fund achieving a return of 78% since its inception, ranking first among similar funds [11] - The new fund will adopt a flexible fee structure to encourage long-term holding while managing liquidity needs, aiming to create a win-win situation for both fund managers and investors [11]

【导读】科创债ETF总规模突破1100亿元，第二批产品筹备上报 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。 科创债ETF规模突破1100亿元 首批10只科创债ETF于7月17日上市，不到一个月时间，成绩可圈可点。 数据显示，截至8月8日，首批10只科创债ETF整体规模达到1119.35亿元，相比上市之初增长了 286.15%。 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（601995）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 ...

Group 1 - Overseas long-term funds have resumed intensive research on Chinese managers after three years, with family offices and fund of funds (FOF) being particularly focused [2][3] - Significant capital inflows have been observed in funds managed by Chinese institutions, with investments coming from both domestic and Singaporean investors [3] - Overseas investors are conducting due diligence on Chinese asset managers, focusing on their past holdings and decision-making processes to understand their investment styles and sources of returns [3][4] Group 2 - A robust and scalable investment process is essential for establishing long-term relationships with overseas investors, who may remain skeptical despite strong performance if the process is not reasonable [4][5] - Key areas of focus during due diligence include investment management systems, risk management capabilities, organizational structure, alignment of interests, fee structures, macroeconomic outlook, and geopolitical risk assessments [5] - There is a notable interest from overseas investors in diversifying their portfolios away from U.S. assets towards Chinese markets, particularly in long/short equity strategies [4][6] Group 3 - As of mid-2023, overseas mutual funds have a low allocation to China, with only 11% of the total allocation over the past decade, indicating a significant underweight compared to global benchmarks [7][8] - Factors contributing to the cautious stance of global funds include market volatility, economic uncertainties, and concerns over the real estate sector and trade disputes [7][8] - A potential return of North American pension funds to Chinese markets is anticipated by 2026, contingent on improved market performance and corporate profitability [8][9] Group 4 - Investment in hard technology sectors, such as semiconductors and artificial intelligence, is viewed as more representative of China's future compared to internet platforms [9][10] - Companies like SMIC are highlighted for their potential growth, with expectations of significant improvements in return on equity (ROE) over the next few years [10] - Global investors are encouraged to maintain an open mindset towards emerging Chinese enterprises that may thrive amid U.S.-China competition and global protectionism [11]

Group 1 - The chairman of Changan Automobile, Zhu Huarong, visited Huawei's founder Ren Zhengfei to discuss industry competition and future competitive landscape [1] - Ren Zhengfei provided targeted and guiding advice to support Changan Automobile and its Avita brand, which left a deep impression on Zhu Huarong [3] - Changan Automobile Group was established on July 29, with Zhu Huarong as the chairman, and it is the third automotive central enterprise in China, following FAW Group and Dongfeng Motor Group [5] Group 2 - The new central enterprise has 117 subsidiaries and focuses on various business areas including vehicle manufacturing, sales, financial services, and logistics [5] - The group aims to develop smart automotive robots, flying cars, and explore new ecological transportation across land, sea, and air, while accelerating globalization efforts in five major regional markets [5]

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特朗普称将清理无家可归者 8月10日，特朗普在其社交媒体"真实社交"上发文表示，明天将在白宫召开新闻发布会，要让首都华盛顿比以往任何时候都更安全、更 美丽。 特朗普称："无家可归者必须立即搬离，我们会为你们提供住处，但会在远离首都的地方。至于罪犯，你们不必搬走，我们会把你们关 进你们该去的监狱。这一切都会非常迅速地发生，就像边境问题一样——我们已经在过去几个月里把从数百万涌入的人数降到零。" 【导读】特朗普称将迅速清理无家可归者，"夺回首都" 大家晚上好，简单关注一下特朗普的消息吧。 特朗普此前表示，他将公布其政府减少首都犯罪的计划，尽管哥伦比亚特区的暴力事件已降至30年来的最低水平。 上周四，特朗普下令增加联邦执法人员在华盛顿特区的部署，此前一天他曾威胁联邦政府可能接管该市。这一举动发生在"政府效率 部"一名前成员在华盛顿特区遭遇未遂劫车袭击受伤之后。 根据当地警方数据，过去两年华盛顿特区的暴力事件一直在下降。美国司法部称，截至2024年1月3日，该市的暴力犯罪率已降至30年 来的最低水平。 华盛顿特区市长穆丽尔·鲍泽在采访中表示，总统有权调用由其控制的华盛顿特区国民警卫队。特朗普今年6月曾动用加州国民警卫 ...

Core Viewpoint - Fund companies are demonstrating confidence in the A-share market by investing their own funds into equity funds, with a total investment amount of no less than 230 million yuan from Southern Fund alone, indicating a strong belief in the long-term health of the Chinese economy and capital market [1][2][3]. Group 1: Fund Company Actions - Southern Fund announced the use of its own funds to invest in its equity funds, including Southern CSI A500 ETF and Southern S&P China A-Share Large Cap Dividend Low Volatility ETF, with a total investment of at least 230 million yuan and a commitment to hold for at least one year [3]. - Other fund companies such as ICBC Credit Suisse, Founder Fubon, and Great Wall Fund have also engaged in self-purchase actions, indicating a trend among asset management institutions to invest their own capital [1][6][10]. - The total net subscription amount for equity funds (stock and mixed types) by public institutions has reached 2.464 billion yuan this year, reflecting a sustained trend of self-purchase actions by fund companies [16]. Group 2: Market Confidence and Economic Outlook - Industry insiders believe that the participation of public funds using their own capital enhances investor trust and clearly conveys confidence in the Chinese capital market [6]. - The Chinese economy's strong vitality and resilience are seen as the foundation for the long-term positive development of the capital market, with a GDP growth of 5.3% in the first half of the year [18]. - The current valuation of the Chinese stock market is considered attractive, with the price-to-earnings ratios of the CSI 300 Index and Hang Seng Index being lower than those of major mature markets, presenting a good opportunity for long-term investors [18]. - The capital market's importance is increasingly recognized, with ongoing policy support enhancing investor protection mechanisms and improving the quality and structure of listed companies [18]. Group 3: Future Market Expectations - A fund company expressed a cautiously optimistic view on the A-share market for the second half of 2025, anticipating a three-phase upward cycle driven by policy support, technology, and globalization [19].