截至发稿，伦敦金现报4103.91美元/盎司，跌幅达0.55%；COMEX黄金报4111.7美元/盎司，跌幅达 0.11%。 【导读】现货黄金一度失守4100美元/盎司关口 在连续三日收涨、创下月内新高后，11月12日，金价上涨再次受阻，现货黄金一度失守4100美元/盎司 关口。 银河期货表示，随着市场的流动性预期有所好转，叠加ADP就业数据疲软，美元继续走弱，金价有望得 到支撑。 消息面上，当地时间11月10日，美参议院投票通过临时拨款法案，这项法案将提交众议院审议，有望结 束美国历史上持续时间最长的政府"停摆"。众议院计划最早于12日下午4时进行投票。 FXStreet首席分析师Valeria Bednarik最新指出，黄金失去了上涨势头，但金价走势风险仍然偏向上行。 东方金诚表示，尽管金价长期上涨的逻辑未变，但目前缺乏明确上行因素，在多种不确定因素影响下， 预计金价在本周将维持区间震荡走势。 分析师指出，随着市场对美国政府关门有望结束的乐观情绪升温，部分投资者选择获利了结，导致避险 需求有所降温。 福能期货也认为，随着美国政府"停摆"问题得到解决，美元指数回落对金价形成支撑，加之目前地缘冲 突及关税扰动 ...

【导读】A股深"V"，光伏小作文搅动市场 中国基金报记者 泰勒 兄弟姐妹们啊，今天的市场，深"V"大逆转，一起看看发生了什么事情。 A股深"V" 11月12日，A股全天探底回升，三大指数小幅下跌。截至收盘，沪指跌0.07%，深成指跌0.36%，创业板指跌0.39%。 市场共1758只个股上涨，77只个股涨停，3563只个股下跌。 | 880005 张跌家数 | | | | --- | --- | --- | | 日 | 涨停 | | | 涨幅 | > 7% | 101 | | 涨幅 | 5-7% | 84 | | 涨幅 | 3-5% | 172 | | 涨幅 | 0-3% | 1401 | | 跌幅 | 0-3% | 3080 | | 跌幅 | 3-5% | 333 | | 跌幅 | 5-7% | 100 | | 跌幅 | > 7% | 50 | | 世中 | 跌停 | 10 | | 上涨家数 下跌家数 | | 1758 3563 | | | | 127 | | 平盘停牌 总成交额 | | 5448 | | | | 19648.13亿 | | 总成交量 | | 132600.4万 | | 涨家增减 | | - ...

11月12日下午开盘，港股上市的"周杰伦概念股"巨星传奇一度涨超20%。 11月12日午间，巨星传奇发布公告称，公司全资子公司星创艺（昆山）文娱有限公司与宇树科技全资子 公司北京灵翌科技有限公司签订合作协议书，将成立合资公司宇星娱乐科技有限公司（以下简称宇星娱 乐）。 据悉，巨星传奇与宇树科技借此实现战略合作升级，并且巨星传奇通过本次合作，将战略性切入智能机 器人产业生态。 拟打造演艺娱乐互动智能机器人产品 【导读】巨星传奇与宇树科技拟成立合资公司，切入智能机器人产业生态 公告显示，宇星娱乐将主要负责消费级IP机器人（包括宠物四足机器人、演艺人形机器人）及IP衍生产 品的打造、研发，以及独家销售、运营、推广巨星传奇与宇树科技的合作产品。 从分工来看，宇星娱乐成立后，巨星传奇将负责机器人IP规划、设计、AI交互、明星IP授权、媒体宣传 与渠道开发；演艺内容策划、制作及商业化客户开发。 宇树科技将负责机器人设计与生产或供应，并且基于演艺内容的技术及场景研发，机器人设备技术研 发、运维、操控及相关培训等。 据悉，基于宇树科技的机器人核心技术和生产能力，以及巨星传奇的IP资源、运营经验及销售能力，双 方将共同打造具有 ...

Core Insights - Jinglin Asset Management Hong Kong Company disclosed its US stock holdings as of September 30, 2025, reporting a total market value of $4.441 billion, a significant increase of 54.52% from $2.874 billion at the end of the previous quarter [1][3][5] Group 1: Portfolio Adjustments - The company actively adjusted its portfolio in Q3 2025, acquiring 9 new stocks, adding to 8 existing positions, while completely selling out of 7 stocks and reducing holdings in 6 others [5][7] - The top 10 holdings accounted for 81.9% of the total US stock portfolio, indicating a slight decrease in concentration compared to the previous quarter [5][6] - Notable increases included 174.83 million shares of NVIDIA, bringing the total to 237.88 million shares, valued at approximately $443.83 million [5][6] Group 2: Key Stock Movements - The company increased its stake in Meta by 234,600 shares, raising its total to 1.226 million shares, making it the largest holding valued at $900.32 million [5][6] - Significant purchases included 2.6842 million shares of WeRide, valued at $26.57 million, marking a strategic entry into the autonomous driving sector [8][9] - The company also increased its positions in hotel chains Atour and Huazhu, with additional purchases of 2.0794 million shares and 183,200 shares, respectively [5][6] Group 3: Market Outlook - Jinglin Asset Management maintains an optimistic view on quality Chinese assets, emphasizing the potential for structural "alpha" opportunities amid ongoing market fluctuations [2][10] - The firm believes that China's competitive advantages in cost efficiency, talent, and integrated supply chains will continue to attract international investment [10] - The expectation of a weak US dollar may lead global funds to flow into emerging markets, enhancing the appeal of undervalued Chinese stocks [10]

Market Overview - A-shares experienced a decline with over 4000 stocks falling; the power equipment and communication sectors led the drop, while financial and petrochemical sectors showed strength [1][2] - The total market turnover reached 1.27 trillion yuan, remaining stable compared to the previous day [2] Sector Performance - The power equipment sector saw significant declines, with stocks like Aster down 17% and Aero Energy nearly 12% [2][4] - Major stocks in the solar energy sector, including Tongwei Co. and Longi Green Energy, fell over 8% [4] - The financial sector performed well, with Agricultural Bank of China’s market cap surpassing 3 trillion yuan, marking a historical high [7][8] Stock Highlights - Agricultural Bank of China rose over 4%, while other major banks like China Life and China Pacific Insurance increased by over 2% [7][8] - The stock of Hezhong China recorded a 12-day streak with 11 limit-up days, despite being in a loss-making state, indicating potential irrational market behavior [10] Market Sentiment - There is a noticeable trend of speculative trading based on stock names, with several stocks experiencing rapid price increases despite no significant changes in their fundamentals [10]

券商资管的"+"则需依托专业优势，精选弹性资产。区别于传统"固收+"依赖股票多头，华一提出"宏观 配置"理念，即通过多资产、多策略动态对冲，弱化单一资产周期波动。例如，引入国债期货对冲利率 风险，利用股指期货或期权管理权益敞口，提升组合夏普比率。理想状态下，这种"债券打底+衍生品 增强+策略轮动"的模式，既能控制回撤，又能捕捉结构性机会，更适配当前居民"求稳又想增值"的理财 诉求。 "'固收+'策略的核心是'守正'与'出奇'的平衡，以利率债、高等级信用债、同业存单等固收资产筑底， 通过弹性资产争取增强收益，本质是居民财富保值增值需求与实体经济融资需求的良性互动"。华一表 示，当前货币流动性保持合理充裕，信用债利差压缩至历史相对低位，纯债策略收益空间收窄，固收资 产的绝对收益水平处于低位，而权益市场波动加剧，单一资产难以满足稳健型客户需求，在科技成长等 板块的带动下呈现结构性活力，这种"债稳股活"的特征恰好契合"固收+"策略的运作基础。 从国家战略看，"固收+"的"稳"可对接地方债、绿色债、科创债等政策鼓励品种。例如，参与地方政府 专项债投资，既支持基建补短板、新型城镇化等国家项目，又通过久期匹配、分散持仓降低 ...

Group 1 - The core initiative is the "Guangdong-Hong Kong-Macao Greater Bay Area Investment Open Class," aimed at enhancing financial literacy and investment opportunities for residents [1][3] - The 2025 capital market is expected to present structural opportunities, with a recovering domestic economy and stable corporate earnings, while the Hong Kong stock market shows strong performance [1][3] - The "Fixed Income +" strategy is highlighted as a key investment choice for balancing safety and returns in the current market environment [1] Group 2 - The "Fixed Income +" investment strategy is characterized by its defensive and offensive capabilities, making it a more stable investment option [4] - The strategy requires a broad perspective on asset allocation, covering both bonds and stocks, necessitating detailed research and investment decisions across various sectors [5][6] - Macro analysis is emphasized as a crucial framework for guiding asset comparisons and selections, with industry research providing a mid-level perspective [6] Group 3 - Key macro judgments since 2021 include significant insights into energy-related investments and manufacturing investment trends, impacting overall investment strategies [8][9] - The energy supply-demand mismatch has led to power shortages, prompting a focus on energy-related investment opportunities [9] - The shift from real estate to manufacturing investment has influenced corporate profitability and economic structure, with manufacturing investment compensating for the decline in real estate investment [9][10] Group 4 - The bond market is transitioning to a pro-cyclical asset characteristic, with manufacturing investment changes serving as a leading indicator for price movements [11] - The stock market is expected to adjust from a "barbell" investment strategy to a focus on sustainable dividends and growth potential in small-cap stocks [12] - The Hong Kong stock market is witnessing a growing number of technology companies, with the Hang Seng Technology Index becoming a significant benchmark [13][14] Group 5 - The Hang Seng Technology Index has shown strong historical performance, significantly outperforming the CSI 300 Index, indicating the importance of the tech sector in China's economic development [18] - The overall outlook for the Hong Kong stock market remains cautiously optimistic, with low valuations providing support for potential upward movement [19][20] - The influx of overseas capital and the increasing recognition of Hong Kong stocks by mainland investors are contributing to market strength [21][22] Group 6 - Investment strategies in the Hong Kong market focus on high dividend yields and high growth potential, particularly in technology stocks [22] - The Hang Seng Technology Index is currently undervalued compared to historical averages, presenting an attractive investment opportunity [22][23] - The index's growth potential is supported by strong earnings forecasts for its constituent companies, indicating a favorable outlook for future performance [22][23]

青海金融监管局核准应海峰青海银行董事长的任职资格、吴存寿青海银行行长的任职资格及刘宏波青海银行副行长的任职资格。 吴存寿在2010年后，历任青海银行合规风险部副总经理、授信审查部副总经理及总经理、信贷管理部总经理、行长助理等职。2022年4月，他调任青海省 联社副主任至今。 成立时，青海银行注册资本为1.01亿元，后经四次增资扩股及分红，注册资本增至25.57亿元。天眼查App显示，西宁伟业房地产等民营法人股东的股份占 比为38.43%，青海省财政厅等国有股东的股份占比为35.73%，西部矿业（601168）集团等国有法人股东的股份占比为24.90%。 【导读】青海银行同日迎三位高管 2024年，青海银行净利润止跌回升。当前，该行处于改革化险期间，资产质量状况正在改善。 青海银行同日迎三位高管 11月11日，青海金融监管局发布《关于应海峰青海银行股份有限公司董事长任职资格的批复》《关于吴存寿青海银行股份有限公司行长任职资格的批复》 《关于刘宏波青海银行股份有限公司副行长任职资格的批复》，核准应海峰青海银行董事长的任职资格、吴存寿青海银行行长的任职资格及刘宏波青海银 行副行长的任职资格。 青海银行官网信息显示， ...

11月12日早盘，A股主要指数走弱，创业板指一度跌逾1%，随后指数震荡拉升，上证指数率先翻红。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 4011.45 | 13262.15 | 1491.14 | | +8.69 +0.22% | -26.85 -0.20% | -6.00 -0.40% | | 科创50 | 创业板指 | 万得全A | | 1376.94 | 3124.85 | 6367.80 | | -10.59 -0.76% | -9.46 -0.30% | -10.72 -0.17% | | 沪深300 | 中证500 | 中证A500 | | 4660.38 | 7267.50 | 5589.54 | | +8.21 +0.18% | -24.10 -0.33% | +1.31 +0.02% | | 中证1000 | 深证100 | 中证红利 | | 7497.29 | 5817.40 | 5805.23 | | -43.50 -0.58% | +2.96 +0.05% | +22.64 +0.39% | | 万得全A涨跌分布 | | | | 跌32 ...

一、发布低俗内容。网络账号"颜班长（退役女兵）""小颜班长（退役女兵）""漠九"等，自称退役军 人，发布穿着暴露，含有性暗示、性挑逗的低俗擦边内容。网络账号"王兴奇"等，穿着我国武装力量现 行或曾经装备的制式服装及其仿制品，在直播过程中开展低俗舞蹈表演吸引用户打赏。 （原标题："颜班长（退役女兵）"等账号，被处置） 来源：央视新闻 据央视新闻11月12日消息，根据"网上涉退役军人不当行为和有害信息内容专项整治"工作安排，近期， 网信办指导各网站平台从严整治以退役军人名义售卖假冒伪劣商品、进行低俗表演、消费军旅情怀、损 害退役军人形象等问题，处置一批违法违规账号。现将部分典型案例通报如下： 二、传播有害言论。网络账号"宋班长（正能量）""睿智人生"等，以讲授从军经验、咨询部队情况等名 义，发布"在某地服役有什么危害""在部队患上这样那样的疾病"等导向不良言论。 三、散布虚假信息。网络账号"防 炎炎夏日""中国梦# "等，利用人工智能、深度合成等技术，制作发 布"边疆站岗20年，如今带着有病的孩子走在路上"等谣言信息，以及虚假退役军人图片、视频等，误导 公众认知。 四、不当营销牟利。网络账号"A-后勤仓库 正品协 ...