Group 1 - The article highlights the increasing presence of pension plans among the top holders of ETFs, indicating a shift in investment strategies towards equity assets [1][7] - The report details that on July 22, the Fortune China Securities Hong Kong Stock Connect Technology ETF will be listed with a total of 1.119 billion shares, and pension plans occupy 9 out of the top 11 holders [1][2] - The largest holder is the China Post Group Enterprise Pension Plan, owning 28 million shares, which is 2.5% of the total fund [1][2] Group 2 - Other notable pension plans include Shandong Province (No. 5) and Beijing (No. 1) occupational pension plans, each holding 18 million shares, representing 1.61% of the total [1][2] - The article mentions that pension plans are increasingly investing in ETFs, with 92 pension plans appearing in the top 10 holders of 79 ETFs, holding a total of 5.819 billion shares, a significant increase compared to the first half of 2024 [7] - The total investment scale of occupational pension funds in China reached 3.11 trillion yuan by the end of 2024, indicating the growing importance of these funds in the capital market [7][8] Group 3 - The article notes that regulatory encouragement for long-term capital to enter the market may lead to an increase in equity investment ratios among pension plans, as they seek higher long-term returns [8] - The implementation of long-term performance assessment guidelines for pension fund managers is expected to alleviate short-term performance pressures, allowing for more strategic investment approaches [8]

Core Insights - Huawei has launched its new flagship tablet, HUAWEI MatePad Pro 12.2 inches, which is fully equipped with HarmonyOS 5, starting at a price of 3999 yuan [1][2] - The tablet has surpassed Apple in the domestic market, becoming the number one brand in China for tablets [1][5] Product Launch Details - The HUAWEI MatePad Pro is available for pre-order and will officially go on sale on July 30, with various configurations priced from 3999 yuan to 5099 yuan [2] - The tablet features upgraded applications for creative tools and enhanced office functionalities, including AI capabilities for generating presentations and formatting documents [2][3] Hardware Innovations - The new HUAWEI M-Pencil Pro stylus includes AI features, a smart tail button, and a breathing light design, enhancing user interaction and productivity [4] - The tablet's display boasts a peak brightness of 2000 nits and an ultra-high contrast ratio of 2000000:1, significantly improving color performance [3] Market Position - Huawei has maintained its leading position in the Chinese tablet market, with a market share exceeding 30% in some quarters [6] - The launch of the HUAWEI MatePad Pro marks a significant step in Huawei's transition to the HarmonyOS ecosystem, with over 40 devices now running HarmonyOS 5 and more than 30,000 applications in development [6]

【导读】财报利空，双双大跌 大家好，一起关注一下大公司财报的表现。 特斯拉盘前暴跌 7月24日，特斯拉股价盘前暴跌超6%。 | TSLA 特斯拉 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | 收盘价 07/23 16:00:00 (美东) | | | | 2 22 24 24 1 | | | 532.560 + | ਜਿੰ | 를 | | 336.200 今 开 | | 330.900 | | +0.450 +0.14% | | 트 ਜ਼ਿੰਦ | | 328.670 昨 收 | | 332.110 | | 成交额 | 306.73亿 市盈率TTM | | | 176.71 总市值 ⊙ | | 1.07万亿 | | | 盘前 1 312.000 -20.560 -6.18% | | | | | 05:33 (美东) ^ | | 最 高 | | 314.660 | 成交额 | | | 2.03亿 | | ਜ਼ਿੰ 保 | | 310.380 | 成交量 | | | 65.06万股 | | ) ই | | | 特斯拉Q2业绩不及预期、创 ...

见习记者 储是 7月24日，恒生指数上涨0.51%，报收于25667.18点；恒生科技指数下跌0.05%，报收于5743点；恒生国企指数上涨0.18%，报收于9257.62点。市场成交额 为2948.11亿港元，南向资金净买入37.19亿港元。 【导读】今日，港股三大指数涨跌不一，有色金属、非银金融和半导体板块表现较优 | HSI | 恒生指数 | 25667.18c | 129.11 | 0.51% | 2948亿 | | --- | --- | --- | --- | --- | --- | | HSTECH | 恒生科技 | 5743.00c | -2.74 | -0.05% | 765亿 | | HSCEI | 恒生中国企业指数 | 9257.62c | 16.42 | 0.18% | 951亿 | 盘面上，有色金属、非银金融继续上涨，半导体股拉升，大型科网股涨跌不一。 泡泡玛特创始人王宁今日接受央视新闻专访，预告了下一季新款Labubu，泡泡玛特午后拉升。 中金报告显示，年内南向净流入规模已达到7974.5亿港元，接近去年全年水平。中金公司最新分析了港股资金面和未来演变。 非银金融板块上涨 中资券商 ...

Group 1 - Jeff Bezos is considering acquiring CNBC to enhance his media portfolio with a credible and influential voice [1][2] - CNBC is set to be spun off from Comcast's NBCUniversal later this year, making it a potential target for acquisition [2] - The new company, Versant, will focus on traditional media business and cannot sell significant assets, including CNBC, for two years post-spin-off due to tax regulations [2] Group 2 - Bezos previously acquired The Washington Post for $250 million in 2013, but the publication has faced challenges, including reader and staff losses due to its political stance [3] - The Washington Post's shift towards a more neutral position under Bezos led to significant subscriber cancellations, with over 300,000 users opting not to renew [3] - Tensions within The Washington Post's leadership were exacerbated by Bezos's decision to halt endorsements ahead of the 2024 U.S. presidential election [3]

Core Insights - The Hong Kong Stock Connect ETFs have attracted over 25 billion yuan in inflows since July, indicating strong investor interest in this segment [1][8] - The overall A-share market is experiencing a gradual increase in valuation, with the Shanghai Composite Index nearing the 3600-point mark [2][8] ETF Market Performance - On July 23, the total net inflow for stock ETFs reached 1.389 billion yuan, marking the third consecutive day of inflows, with a total of nearly 6 billion yuan over the three days [2][4] - The total scale of all stock ETFs (including cross-border ETFs) reached 3.58 trillion yuan as of July 23 [2] - The Hong Kong Stock Connect ETFs have been the primary contributors to inflows, with over 6.4 billion yuan in the last three trading days and more than 25.4 billion yuan since July [1][4] Specific ETF Inflows - The top inflows for specific ETFs include the China 500 ETF with 872 million yuan, the A500 ETF with 790 million yuan, and the 30-year Treasury Bond ETF with 1.016 billion yuan [6][7] - The Hong Kong Stock Connect Non-Bank ETF and Internet ETF also saw significant inflows of 615 million yuan and 596 million yuan, respectively [7][8] Sector Insights - The inflows into the Hong Kong Internet sector are driven by positive sentiment around AI investments and a recovery in the market for core Chinese assets [8] - The insurance sector is expected to benefit from improved profitability due to a low-interest-rate environment and increased equity asset allocation [8]

数据显示，2025年上半年，作为绿色债券主承销商（或资产证券化产品管理人）的证券公司共40家，承销（或管 理）71只债券（或产品），合计金额594.44亿元；作为科技创新债券主承销商的证券公司共68家，承销380只债 券，合计金额3813.91亿元。 从券商债券承销排名来看，部分中小券商发挥差异化优势，跻身榜单前列。在中小微企业支持债券方面，五矿证 券承销金额排名第一；低碳转型公司债券方面，财信证券主承销家数位列第一。 绿色债券：中信建投位列第一 【导读】中证协公布上半年券商债券承销业务专项统计结果 见习记者舍梨 7月23日，中国证券业协会（以下简称中证协）发布了2025年上半年证券公司债券承销业务专项统计结果。 承销金额超百亿元 中证协数据显示，2025年上半年，作为绿色债券主承销商（或资产证券化产品管理人）的证券公司共40家，承销 （或管理）71只债券（或产品），合计金额594.44亿元。其中，资产证券化产品19只，合计金额255.94亿元。 从承销金额排名来看，中信建投承销金额达129.92亿元，位列第一，也是唯一一家规模超过百亿元的券商。中信 证券、国泰海通分列第二位、第三位，分别达67.40亿元、6 ...

Market Overview - A-shares experienced a collective rise on July 24, with the Shanghai Composite Index reaching 3599.44 points, up 0.48% [1] - The total trading volume in the Shanghai and Shenzhen markets exceeded 1.12 trillion yuan, with 3954 stocks rising and 1286 falling [2] Hainan Free Trade Port Concept Stocks - Hainan Free Trade Port concept stocks surged, with related indices rising nearly 9% and multiple stocks hitting the daily limit [4] - Key stocks included: - Shennong Agricultural (300189) rose 15.79% to 5.28 yuan, market cap 5.4 billion yuan - HNA Holding (600221) rose 10.14% to 1.63 yuan, market cap 70.6 billion yuan - Hainan Airport (600515) rose 10.11% to 4.14 yuan, market cap 47.3 billion yuan - Other notable stocks included Hainan Highway, Hainan Rubber, and China Duty Free [5][6] Policy Impact - The Hainan Free Trade Port is set to officially launch its "closure" on December 18, significantly increasing the proportion of zero-tariff imported goods from 21% to 74% [6] - The policy aims to enhance Hainan's attractiveness as an international tourism consumption center, benefiting tourism retail and duty-free operators [6] Securities Sector Performance - The securities sector, referred to as the "bull market flag bearer," saw strong performance with several stocks, including Jinlong Co. (000712), hitting the daily limit [7] - The average daily trading volume for A-shares reached 1.6 trillion yuan in the first half of the year, a 66% year-on-year increase, boosting brokerage profits [8] Lithium and Rare Earth Sectors - The lithium sector continued to rise, with Ganfeng Lithium (赣锋锂业) increasing by 7.98% [9] - The rare earth permanent magnet sector was active, with Longmag Technology (龙磁科技) hitting the daily limit and reaching a new high [10][11]

【导读】中金黄金公布安全事故，盘中股价跌超8% 7月24日，中金黄金（600489）早间开盘价报15.11元/股，跌超4%。开盘后，中金黄金股价走低，盘中股价最低跌至14.61元/股，跌幅 超8%。 今日盘前，中金黄金发布情况说明公告：2025年7月23日，东北大学6名学生在中金黄金股份有限公司控股子公司中国黄金（600916） 集团内蒙古矿业有限公司乌努格吐山铜钼矿选矿厂参观学习浮选工艺过程中，因格栅板脱落坠入浮选槽。经全力施救，6人被救出 后，医护人员确认已溺亡。另有1名老师受伤。 社会 我的 我要 文娱 生活 同城 体育 实时热点,每分钟更新一次 打开改革发展新天地 K 手 中金黄金致歉 1470042 1 新 95后掏粪工上班开粪车下班开奔驰 488323 2 高考录取季警惕通知书陷阱 393557 B 新 41岁交警生前最后画面看得人心疼 369198 4 新 科研人员违规使用AI致泄密 303744 5 东北大学溺亡者同学发声 298029 6 手机 北京燃油车彻底禁入网约平台为谣言 ● 辟谣 中金黄金通报6名大学生溺亡 285187 新 / | 8 书卷一梦庆功宴 245894 | | --- ...

大家早上好！昨夜今晨，又有很多大事发生。 【导读】标普500指数、纳指收盘创新高，中概科技龙头大涨 美国三大股指全线收涨，标普500指数、纳指创收盘新高。中概科技龙头大涨！美国总统特朗普表示，将对世界其他大部分国家征收15%至50%的简单关 税。谷歌业绩超预期，盘后一度大涨3%。特斯拉每股收益同比下降23%，盘后跌超2%。 中概科技龙头大涨 中概股多数上涨，纳斯达克中国金龙指数涨0.75%，中概科技龙头指数涨1.86%。 腾讯涨3.93%，拼多多涨2.97%，美团涨1.90%，领涨中概科技龙头指数成份股。 | | 序号 代码 | 名称 | 现价 涨跌 涨跌幅▼ | | 年初至今 时间 | | --- | --- | --- | --- | --- | --- | | 1 | TCEHY 腾讯控股-ADR | | 70.350d | 2.660 3.93% | 32.29% 15:59 | | വ | PDD | 拼多多 | 118.460 | 3.420 2.97% | 22.14% 16:00 | | ന | | MPNGY 美团-ADR | | 33.790d 0.630 1.90% | -12.93% ...