1月14日，国家市场监督管理总局网站消息显示，近日，市场监管总局根据前期核查，依据《中华人民共和国反垄断法》，对携程集团有限公司(以下简 称：携程集团)涉嫌滥用市场支配地位实施垄断行为立案调查。 二级市场方面，截至港股收盘，携程集团跌6.49%，报569.5港元/股。 【导读】市场监管总局依法对携程集团有限公司立案调查 （文章来源：中国基金报） ...

【导读】国新国证基金总经理谌重因个人原因离职 又一家基金公司总经理变更。 1月14日，国新国证基金公告，总经理谌重因个人原因离职，总经理职位由公司副总经理、督察长张鹏代任。同时，公司首席投资官毕子男因工作调整转 任其他岗位。 公开资料显示，国新国证基金原名华融基金，成立于2019年3月1日，是首家落户雄安新区的公募基金管理公司。2022年6月，中国国新控股成为华融基金 全资控股股东华融证券及该基金公司的实际控制人，华融基金由此更名为国新国证基金。 数据显示，截至2025年三季度末，国新国证基金管理的公募规模为131.61亿元；其中非货基金规模为89.52亿元，非货规模在全行业排在百名之外。 国新国证基金总经理离职 上任不到两年，国新国证基金总经理谌重因个人原因离职。 2024年8月24日，国新国证基金公告，中邮基金前任副总经理谌重出任公司总经理。谌重具有多年券商、基金从业经历，他于2021年3月加入中邮创业基 金，任副总经理。2024年5月，因个人原因从中邮创业基金离职，之后加盟国新国证基金，出任总经理。截至离职，他担任总经理的时间不足两年。 目前代任总经理职位的是公司副总经理、督察长张鹏。张鹏具有监管背景， ...

具体来看，伍峰私募成立于2025年10月22日，注册资本为1000万元，机构类型为私募证券投资基金管理人，目前有5名全职员工。 | 机构信息 | | | | --- | --- | --- | | 基金管理人全称(中文) | 伍峰私募基金管理(上海)有限公司 | 投诉 | | 基金管理人全称(英文) 登记编号 | P1075083 | 州城会信息公示 202 | | 组织机构代码 | 91310000MAG0R0XDXF | | | 登记时间 | 2026-01-12 | | | 成立时间 | 2025-10-22 | 一直筒成页 202 | | 注册地址 | 上海市虹口区东大名路391-393号4层 | | | 办公地址 | 上海市浦东新区芳甸路1155号浦东嘉里城办公室1806室 | | | 注册资本(万元)(人民币) | 1,000 2020-1- | 小物会信息少你 202 | | 实缴资本(万元)(人民币) | | | | 注册资本实缴比例 | 100% | | | 企业性质 | 内资企业 | | | 机构类型 | 私募证券投资基金管理人 | | | 业务类型 | 私募证券投资基金 私募证券投资类F ...

Market Overview - The A-share market experienced a record trading volume of nearly 4 trillion yuan, setting a historical high [1] - The three major indices showed mixed results, with the Shanghai Composite Index down 0.31%, while the Shenzhen Component Index rose by 0.56% and the ChiNext Index increased by 0.82% [1] Stock Performance - A total of 2,747 stocks rose, with 110 hitting the daily limit up, while 2,592 stocks declined [1][2] - The trading statistics included 253 stocks with gains over 7%, 154 stocks gaining between 5-7%, and 370 stocks rising between 3-5% [2] Financing Margin Adjustment - The China Securities Regulatory Commission approved an adjustment to the financing margin ratio, increasing the minimum margin for buying securities on margin from 80% to 100% [3] - This adjustment is expected to reduce the leverage available for investors, potentially leading to a contraction in financing transactions and putting pressure on high-volatility sectors [6] Market Impact - The adjustment aims to prevent excessive leverage in financing transactions, thereby reducing market volatility risks and the potential for cascading declines due to margin calls [7] - The actual impact on the market is expected to be limited, as existing financing contracts will remain unchanged, and the overall financing balance in the A-share market is considered reasonable [8] End-of-Day Trading Activity - A notable occurrence was the appearance of large sell orders for several heavyweight stocks during the closing auction, with China Merchants Bank seeing sell orders exceeding 6.5 billion yuan [8] - Other stocks with significant sell orders included Zijin Mining, Yangtze Power, and China Aluminum, each with sell orders exceeding 1 billion yuan [8]

Core Viewpoint - The recent launch of the Year of the Horse commemorative currency has led to significant demand and price surges in the secondary market, with some items being sold at substantial premiums [1][10]. Group 1: Market Demand and Activity - The reservation process for the Year of the Horse commemorative currency was extremely popular, causing significant delays and issues across various banking apps, with some showing zero availability shortly after opening [3][5]. - Many users reported difficulties in securing reservations, with some stating they faced technical issues such as incorrect verification codes and app crashes [7][9]. Group 2: Secondary Market Pricing - The secondary market for the commemorative currency has seen varying price increases, with sellers offering a complete set of 20 commemorative notes for 2000 yuan, while individual notes with special numbers, like "Dragon Pearl," are priced at 520 yuan each [1][10]. - General pricing for ordinary commemorative notes ranges from 700 yuan to 2000 yuan, indicating a significant markup from their face value [10]. Group 3: Industry Insights - Industry experts note that while the issuance of commemorative currency by the central bank aims to promote cultural heritage and meet collector demand, the high production volume of 100 million notes may dilute their scarcity and long-term value [12]. - The previous year's experience with the Snake commemorative currency, which saw a price drop, serves as a cautionary tale for consumers to remain rational and avoid chasing inflated prices [12].

来源：新华社、央视新闻 据新华社消息，中国驻泰国大使馆1月14日确认，当地警方说当天发生在呵叻府的铁路事故中暂无中国 人伤亡报告。 超4700只个股上涨 （文章来源：中国基金报） 据央视此前报道，1月14日发生在泰国呵叻府在建高铁项目的事故死亡人数升至22人，另有55人受伤。 泰国副总理兼交通部长披帕表示，他已收到一起关于施工起重机坠落砸中火车的事故报告。事故涉及由 曼谷开往乌汶府的列车，事发地位于呵叻府。 ...

Core Insights - On January 13, the A-share market experienced adjustments, but stock ETFs saw a significant net inflow of 146.46 billion yuan, indicating a reverse trend in funding during market fluctuations [1] Group 1: ETF Performance - The total scale of 1,301 stock ETFs in the market reached 5.06 trillion yuan, with a net inflow of 146.46 billion yuan on January 13 [2] - Industry-themed ETFs and Hong Kong market ETFs attracted the most funds, with net inflows of 175.86 billion yuan and 33.68 billion yuan, respectively [2] - The media sector saw the most significant net inflow, with 45.35 billion yuan on January 13, and over 79 billion yuan in the past five days [2] - The satellite industry also experienced notable inflows of 37.8 billion yuan, with a single product, the Yongying Fund's satellite ETF, seeing a net inflow of 18.86 billion yuan [2] - Other sectors like artificial intelligence, computing, and non-ferrous metals also had substantial inflows, with net inflows of 37.6 billion yuan, 32.6 billion yuan, and 22.4 billion yuan, respectively [2] Group 2: Institutional Insights - The manager of the Rongtong Internet Media Fund anticipates that by 2026, the AI narrative will shift towards commercialization, with the AI application market expected to grow from hundreds of billions to trillions of yuan [3] - EasyOne Fund's AI ETF saw a net inflow of over 7 billion yuan, while other ETFs like software and cloud computing also experienced significant inflows [3] - Huaxia Fund's ETFs, including the electric grid equipment ETF and the Sci-Tech 50 ETF, had notable net inflows of 7.95 billion yuan and 6.26 billion yuan, respectively [3] Group 3: Market Trends - The broad-based ETFs faced significant outflows, totaling 57.65 billion yuan, with the CSI 300 index leading the outflows at 24.7 billion yuan [4] - The market is expected to maintain a stable upward trend in 2026, supported by policy and industrial drivers, with a favorable macro environment anticipated in the first quarter [4] - EasyOne Fund's index investment department believes that the market's rhythm is likely to remain stable and positive in January, with a focus on core growth assets [5]

【导读】午间突发 2023年8月，沪深北交易所将融资保证金比例从100%降低至80%，融资规模和交易额稳步上升。近期， 融资交易明显活跃，市场流动性相对充裕，根据法定的逆周期调节安排，适度提高融资保证金比例回归 100%，有助于适当降低杠杆水平，切实保护投资者合法权益，促进市场长期稳定健康发展。 需要说明的是，此次调整仅限于新开融资合约，调整实施前已存续的融资合约及其展期仍按照调整前的 相关规定执行。 这里简单科普一下融资保证金。 定义：指您融资买入证券时，需交付的保证金与本次融资交易总金额的比例。 1月14日，午间突发！ A股午后快速回落，上证指数翻绿，此前一度涨超1%！ 市场超3000家公司下跌。 | 880005 张跌家数 | | | | --- | --- | --- | | 글 中 | 涨停 | | | 涨幅 | > 7% | 179 | | 涨幅 | 5-7% | 91 | | 涨幅 | 3-5% | 239 | | 张唱 | 0-3% | 1460 | | 跌幅 | 0-3% | 3050 | | 跌幅 | 3-5% | 210 | | 跌幅 | 5-7% | 46 | | 跌幅 | > 7% ...

Core Insights - The spot silver price has reached a new historical high, surpassing $90 per ounce, indicating strong market demand and bullish sentiment [1] - The market capitalization of silver has exceeded $5 trillion, surpassing that of major companies like NVIDIA, which is valued at $4.52 trillion [4][5] Price Movements - Spot silver prices in London reached a peak of $90.004, with a daily increase of 3.41% [2] - COMEX silver also saw significant gains, with prices rising over 4% during trading [3] - The Shanghai silver futures contracts experienced a rise of over 7%, with year-to-date gains exceeding 30% [3][4] Market Dynamics - The increase in precious metal prices is attributed to heightened demand for safe-haven assets amid geopolitical and economic uncertainties, as well as inflation data supporting expectations for potential interest rate cuts by the Federal Reserve [6][7] - Analysts from Citigroup have raised their price forecasts for gold and silver to $5,000 and $100 per ounce, respectively, over the next three months [7] Supply and Demand Factors - There is a noted short-term tightness in the silver spot market, driven by factors such as U.S. trade policies designating silver as a critical mineral and increased orders from India [7] - The macroeconomic outlook suggests that while the most acute phase of supply tightness may have passed, ongoing developments in U.S. trade policy will be crucial for future market conditions [7]

据泰媒报道，14日上午，泰国呵叻府一台起重机在高铁项目施工过程中坠落，砸中一列正在行驶中的火 车，导致车厢起火并脱轨，已造成10人死亡，多人受伤。 （原标题：泰国在建高铁突发事故，已致10人死亡） 来源：新华社 白银，又爆了！ ...