Group 1 - The core viewpoint of the article highlights the increasing tensions in the region due to the U.S. escalating threats against Iran, prompting the U.S. military to evacuate personnel from the Al Udeid Air Base in Qatar by January 14 [1] - The Chinese Embassy in Qatar has issued a consular reminder for Chinese citizens and enterprises in Qatar to closely monitor news reports and enhance security precautions in light of the ongoing regional tensions [1]

Group 1 - The private equity market in China is experiencing a "good start" in 2026, with significant interest in quality subjective strategies and continued popularity of quantitative strategies [1][3] - Shanghai Fusheng Asset's actively managed stock private equity product raised 1 billion yuan in a single day, becoming the first "daylight" private equity hit of the year, reportedly selling out in seconds [1][3] - There is a structural characteristic in the current market recovery, with long-term performance-validated quality subjective managers regaining attention while quantitative strategies remain mainstream [3][4] Group 2 - The private equity issuance market has shown a "structured good start" trend, primarily driven by quantitative blue-chip institutions and some outstanding subjective private equity products [3][4] - As of January 9, 2026, 238 private equity securities products have been registered this year, with quantitative products accounting for 47.48% [4] - The sales pace of private equity products has accelerated compared to last year, driven by market policies and increased capital activity, leading to a higher demand for allocations [6][7] Group 3 - Existing clients remain the main source of funding, with new client entry being relatively slow but showing a growth trend [9] - High-net-worth individual clients, especially ultra-high-net-worth clients, are significantly increasing their allocation intentions [9] - Investment strategies are focusing on high-growth sectors, with companies like Shen Nong Investment and Tong Ben Investment targeting AI applications and new consumption as key areas for 2026 [11][12]

大型科技全线下跌，美国科技七巨头指数下跌1.32%。 【导读】美联储《褐皮书》称，美国经济及物价均温和增长，就业无大变化 大家早上好！昨夜今晨，又有很多大事发生。 美国三大股指全线收跌，大型科技股全线下跌，中概股涨跌不一。美联储《褐皮书》称，美国经济及物价均温和增长，就业无大变化。美联储官员表示， 今年晚些时候可能降息。国际油价大幅波动，能源股集体大涨。美国白宫宣布对特定半导体等加征25%关税。 美国三大股指全线收跌 美国三大股指全线收跌，道指跌0.09%，标普500指数跌0.53%，纳指跌1%。 大型科技全线下跌 脸书跌2.47%，亚马逊跌2.43%，微软跌2.40%，领跌美国科技"七巨头"。 | 名称 | 代码 | | 现价 涨跌 涨跌幅 ^ | 年初至今 时间 | | --- | --- | --- | --- | --- | | 脸书(META PLATFORMS) | META 1 | 615.520 | -15.570 -2.47% | -6.75% 16:00 | | 亚马逊(AMAZON) | AMZN 2 | 236.710 | -5.890 -2.43% | 2.55% 16:00 | | ...

1月14日，财政部官网显示，财政部、税务总局、住房城乡建设部联合发布《关于延续实施支持居民换购住房有关个人所得税政策的公告》。 具体而言，自2026年1月1日至2027年12月31日，对出售自有住房并在现住房出售后1年内在市场重新购买住房的纳税人，对其出售现住房已缴纳的个人所 得税予以退税优惠。 关于延续实施支持居民换购住房有关个人所得税政策的公告 财政部 税务总局 住房城乡建设部公告2026年第3号 其中，新购住房金额大于或等于现住房转让金额的，全部退还已缴纳的个人所得税；新购住房金额小于现住房转让金额的，按新购住房金额占现住房转让 金额的比例退还出售现住房已缴纳的个人所得税。 公告所称现住房转让金额，为该房屋转让的市场成交价格。新购住房为新房的，购房金额为纳税人在住房城乡建设部门网签备案的购房合同中注明的成交 价格；新购住房为二手房的，购房金额为房屋的成交价格。 另外，公告提到，享受该优惠政策的纳税人需同时满足以下条件：一是纳税人出售和重新购买的住房应在同一城市范围内。二是出售自有住房的纳税人与 新购住房之间须直接相关，应为新购住房产权人或产权人之一。 符合退税优惠政策条件的纳税人应向主管税务机关提供合法 ...

Core Viewpoint - Tianpu Co., Ltd. has completed its board of directors' re-election and the appointment of related executives, raising concerns from the Shanghai Stock Exchange regarding the qualifications of the newly appointed personnel and their potential impact on the company's operations and independence [2][4]. Group 1: Board and Executive Changes - Tianpu Co., Ltd. announced the election of Yang Gongyifan as chairman, with Li Chenling and Kang Xiao as directors, and Chen Jiewen appointed as deputy general manager and CFO [7]. - The newly appointed executives, except for the general manager Fan Jianhai, lack relevant experience in Tianpu's original automotive parts business [7]. - The company primarily engages in the R&D, production, and sales of polymer materials for automotive fluid systems and sealing components [7]. Group 2: Concerns from the Shanghai Stock Exchange - The Shanghai Stock Exchange has requested clarification on the considerations behind the appointments and whether the new personnel possess the necessary qualifications [4][10]. - The exchange is particularly interested in how these changes may affect Tianpu's main business and whether they align with the company's interests [7][10]. - There are concerns regarding the independence of the company, as some executives previously held significant positions at Zhonghao Xinying, which holds a 10.75% stake in Tianpu [8][9]. Group 3: Stock Performance and Regulatory Scrutiny - As of January 14, Tianpu's stock price closed at 194.26 yuan per share, reflecting a 10% increase, with a total market capitalization of 26.05 billion yuan [5][11]. - The company has faced stock trading volatility, including consecutive trading halts, and has received a notice from the China Securities Regulatory Commission regarding potential omissions in disclosures [11]. - The Shanghai Stock Exchange has emphasized the need for Tianpu to address any issues related to the qualifications of its directors and executives in light of the ongoing regulatory scrutiny [11].

【导读】国盛证券研究所公开招聘 经历了2025年分析师大量"出走"之后，国盛证券研究所开始密集"补血"。 1月14日，国盛证券公开招聘若干职位。其中，研究所招聘两名医药行业联席首席分析师、一名传媒行业首席分析师，以及银行行业分析师、中小盘分析 师各一名。 | 需求部门 | 需求岗位 | 需求人数 | 工作地点 | | --- | --- | --- | --- | | 投资银行部 | 二级部门负责人 | 1 | 北京 上海 | | | | | 深圳 | | | | | 南昌 | | 投资银行部 | 项目经理(中级) | 2 | 北京 上海 | | | | | 深圳 | | | | | 南昌 | | 研究所研究部 | 医药行业联席首席分析 गेक | 2 | 北京 上海 | | | | | 深圳 | | 研究所运营支持部 | 传媒行业首席分析师 | 1 | 北京 下湿 | | | | | 深圳 | | 研究所研究部 | 银行行业分析师/研究 | 1 | 北京 上海 | | | 员/研究助理 | | | | | | | 深圳 | | 研究所研究部 | 中小盘分析师/研究员/ | 1 | 北京 上海 | | | 研 ...

Core Viewpoint - WISCO Development plans to acquire assets from WISCO Mining and Luzhong Mining while divesting its existing business-related assets, leading to a significant increase in stock price prior to suspension [1] Group 1: Transaction Overview - The company intends to purchase 100% equity of WISCO Mining and Luzhong Mining from its controlling shareholder, China Minmetals Corporation, through asset swaps, share issuance, and cash payments [1][2] - The transaction will involve swapping major assets and liabilities (excluding retained assets and liabilities) with equivalent portions of the equity from WISCO Mining and Luzhong Mining [1][2] - The final transaction price for the assets is yet to be determined as auditing and evaluation work is still ongoing, but it is expected to constitute a major asset restructuring [1][3] Group 2: Business Focus and Market Position - WISCO Mining and Luzhong Mining primarily engage in iron ore mining, processing, and sales of iron concentrate products, holding significant mining rights in regions like Liaoning, Anhui, and Shandong [2] - The company currently operates in resource trading, metal trading, and supply chain services, with its previous business closely tied to the steel industry [2][3] - The existing resource trading business faces intense market competition and is susceptible to fluctuations in supply and demand, commodity prices, and industry credit environments [3] Group 3: Financial Performance - For the first three quarters of 2025, WISCO Development reported a revenue of 40.893 billion yuan, a 20% year-on-year decline, and a net profit attributable to shareholders of 114 million yuan, down 16% [3] - In contrast, WISCO Mining and Luzhong Mining demonstrated stronger profitability, with WISCO Mining generating 2.317 billion yuan in revenue and a net profit of 503 million yuan, while Luzhong Mining reported 1.256 billion yuan in revenue and a net profit of 185 million yuan for the same period [3] Group 4: Market Reaction and Future Steps - The company has suspended trading since December 30, 2025, to facilitate the transaction and is set to resume trading on January 15, 2026 [4]

【导读】今晚不平静，美股跳水下跌 兄弟姐妹们啊，今晚全球市场不平静。 首先看中国资产方面。1月14晚间，多家A股公司发布"降温"公告，多只热门牛股包括嘉美包装 （002969）、引力传媒（603598）、友邦吊顶（002718）、卓易信息、光云科技、上纬新材等称，如未 来股票价格进一步异常上涨，可能申请停牌核查。 此外，易点天下（301171）因为连续9个交易日收盘价涨幅偏离值累计超过100%，股票停牌核查。上交 所宣布对国晟科技（603778）相关投资者采取暂停账户交易等措施。 多个组合拳之下，富时中国A50指数期货下跌，港股夜盘，恒生指数期货以及恒生科技指数期货下跌。 美股方面，1月14日晚间，三大指数跳水下跌。截至发稿，道指跌约270点，纳斯达克指数跌超1.5%， 标普指数跌近1%。 科技股普跌。 | ▽ 筛选 | | 最新价 = | 涨跌幅 = □" | | --- | --- | --- | --- | | Applovin Corporation | | 602.70 | -9.86% | | US APP | | | | | 安谋 | | 102.45 | -5.00% | | us ARM | ...

【导读】国盛证券（002670）研究所公开招聘 杨涛发文："桃李天下本就是我们的初衷" 2025年11月，国盛证券三位明星分析师集体离职的消息引发行业关注。 经历了2025年分析师大量"出走"之后，国盛证券研究所开始密集"补血"。 1月14日，国盛证券公开招聘若干职位。其中，研究所招聘两名医药行业联席首席分析师、一名传媒行业首席分析师，以及银行行业分析师、中小盘分析 师各一名。 | 需求部门 | 需求岗位 | 需求人数 | 工作地点 | | --- | --- | --- | --- | | 投资银行部 | 二级部门负责人 | 1 | 北京 | | | | | 下渣 | | | | | 深圳 | | | | | 南昌 | | 投资银行部 | 项目经理(中级) | 2 | 北京 下海 | | | | | 深圳 | | | | | 南昌 | | 研究所研究部 | 医药行业联席首席分析 | 2 | 北京 下漫 | | | リ市 | | | | | | | 深圳 | | 研究所运营支持部 | 传媒行业首席分析师 | 1 | 北京 下海 | | | | | 深圳 | | 研究所研究部 | 银行行业分析师/研究 | 1 ...

Group 1: Chinese Market Reactions - Multiple A-share companies announced "cooling" measures, including Jia Mei Packaging, InGravity Media, and others, indicating potential stock price suspensions if abnormal increases continue [1] - The FTSE China A50 index futures declined, and Hong Kong's Hang Seng Index futures also fell [1] Group 2: U.S. Market Performance - Major U.S. indices experienced significant declines, with the Dow Jones down approximately 270 points, the Nasdaq falling over 1.5%, and the S&P 500 dropping nearly 1% [3] - Technology stocks broadly declined, with notable drops in companies such as Applovin Corporation (-9.86%), Arm (-5.00%), and Broadcom (-4.63%) [4] Group 3: Geopolitical Influences - The U.S. military began withdrawing personnel from the Al Udeid Air Base in Qatar as a precaution amid escalating tensions with Iran [5][6] - Oil prices reached their highest levels since October due to geopolitical concerns, particularly regarding U.S. military actions and threats against Iran [4]