A股市场上午高开高走，截至午间收盘，上证指数涨1.17%，深证成指涨2.07%；创业板指猛涨100.57点，涨幅为3.11%。 | P | | مسر | | ﻣﺴﺮ | | --- | --- | --- | --- | --- | | 4113.28 | 14194.23 | | 3337.03 | | | 上证指数 +1.17% - | 深证成指 +2.07% | | 创业板指 +3.11% | | 全市场半日成交额达1.5万亿元，较前一交易日同期略有放量；全市场超4400只个股上涨，其中84只涨停。 盘面上，上午通信、传媒、电子等板块走强，算力产业链大爆发，光电路交换机、光模块、太空光伏、短剧游戏等概念股火热；石油石化板块略有回调。 【导读】创业板指半日大涨3%；算力产业链大爆发，太空光伏概念股持续活跃，传媒板块大面积涨停 大家好！节前最后一周交易日开始了，来一起关注上午的市场行情和最新资讯～ 2月9日上午，亚太市场普遍活跃：日韩股市双双大涨，恒生指数、澳洲标普200指数亦有一定涨幅。 | 亚太市场 区 | | | | --- | --- | --- | | 日轻225 | 韩国综合 | 新加坡海峡 ...

【导读】创业板指半日大涨3%；算力产业链大爆发，太空光伏概念股持续活跃，传媒板块大面积涨停 中国基金报记者 晨曦 2月9日上午，亚太市场普遍活跃：日韩股市双双大涨，恒生指数、澳洲标普200指数亦有一定涨幅。 | 亚太市场 区 | | | | --- | --- | --- | | 日经225 | 韩国综合 | 新加坡海峡 | | 56663.85 | 5304.72 | 4972.92 | | +2410.17 +4.44% +215.58 +4.24% +38.51 +0.78% | | | | 澳洲标普200 | 印度 | MSCI台湾 | | 8878.80 | 0.00 | 1299.99 | | +67.90 | | | | 上证 | 深证成指 | | | 4113.28 14194.23 26989.26 | | | | +47.70 +1.17% +287.50 +2.07% +429.31 +1.62% | | | A股市场上午高开高走，截至午间收盘，上证指数涨1.17%，深证成指涨2.07%；创业板指猛涨100.57点，涨幅为3.11%。 | | | | | D | | | | --- | ...

【导读】春节前近50只产品"同台竞技"，超20只产品"箭在弦上" 从上周（2月2日—2月6日）新基金成立情况来看，FOF产品受到资金青睐。 | | | | 上周（2月2日-2月6日）部分新基金成立情况一览 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 名称 | 发行份额 ((图书) | 认购起始日期 认购天数 | | 基金成立日 | 投资类型 | 基金托管人 | | 1 | 南方稳嘉多元配置3个月持有A | 26.02 | 2026-02-02 | | 2026-02-04 | 混合型FOF基金 | 中国建设银行 | | 2 | 景顺长城盈景保守配置三个月持有A | 24.06 | 2026-02-04 | 1 | 2026-02-06 | 混合型FOF基金 | 招商银行 | | 3 | 发添益120天滚动持有A | 3.08 | 2026-02-02 | 3 | 2026-02-06 | 混合债券型一级基金 | 招商银行 | | 4 | 南方中证港股通互联网ETF联接A | 0.17 | 2026-02-02 | 2 | ...

Core Insights - The article emphasizes the importance of differentiated development strategies for small and medium-sized fund companies in the increasingly competitive Chinese public fund industry, where larger institutions dominate the market [1] - The new general manager of Xinda Australia Fund, Fang Jing, advocates for a focus on active investment and a unique research culture to build core competitiveness [1][4] Group 1: Company Strategy - Fang Jing believes that small and medium-sized fund companies should abandon the "big and comprehensive" development approach in favor of a "small but beautiful" strategy, focusing on specialized development [1] - The company aims to maintain its core focus on active investment, developing a distinctive path in talent cultivation, product layout, and risk management [1][4] Group 2: Customer-Centric Approach - Fang Jing highlights the necessity of understanding customer needs, stating that different clients have varying investment goals, which should guide product design [2][3] - The company’s product design process is centered around customer configuration needs, likening it to a "composition" that must meet specific requirements [2] Group 3: Research and Investment Culture - The company’s competitive advantage lies in its active investment research culture, which is built on a balance of various roles within the research team [4][5] - Fang Jing emphasizes the importance of a scientific assessment system that encourages high-quality research output while also nurturing investment capabilities among researchers [5] Group 4: Product Development Focus - The company is committed to developing products that meet client needs, particularly in the active equity, "fixed income plus," and index enhancement sectors, focusing on "difficult yet correct" investment opportunities [8][9] - In the "fixed income plus" area, the company aims to provide stable returns through a clear product design strategy that includes absolute return strategies and risk tolerance levels [9] Group 5: Talent Management - The company faces challenges in talent retention due to competition from larger institutions, prompting the establishment of a flat organizational structure to enhance focus on investment [10] - Fang Jing advocates for a dual approach to talent development, prioritizing internal selection while cautiously considering external hires to ensure cultural fit [10] Group 6: Governance and Compliance - Following a significant change in shareholder structure, the company is focused on enhancing governance and compliance to align with regulatory requirements for high-quality development [11] - Fang Jing has outlined three core tasks for the company: deepening long-term assessments, innovating product layouts, and refining investment management practices [11][12] Group 7: Industry Outlook - Fang Jing expresses confidence in the future of the public fund industry, suggesting that as wealth allocation shifts towards financial products, public funds will play a crucial role in wealth management [13] - The company aims to align its investment strategies with national priorities, focusing on sectors encouraged by government policies to create long-term value for clients [13]

Market Overview - The A-share market opened with all three major indices rising: the Shanghai Composite Index increased by 0.93%, the Shenzhen Component Index rose by 1.5%, and the ChiNext Index gained 1.95% [1] - The Hong Kong market also saw gains, with the Hang Seng Index opening at 26,982.49 points, up 422.54 points or 1.59%, and the Hang Seng Tech Index rising by 1.9% [2] Sector Performance - The leading sectors included computing hardware, photovoltaic equipment, cultural media, and precious metals, while traditional Chinese medicine, banking, and mining sectors experienced declines [2] - The film and cinema stocks surged, with Shanghai Film and Huanrui Century hitting the daily limit, and other companies like Hengdian Film and Jiechuan Shares also showing significant gains [3][4] Notable Stock Movements - Shanghai Film (601595) rose by 10.01% to 32.53, with a net inflow of 130 million [5] - Huanrui Century (000892) increased by 9.99% to 8.15, with a net inflow of 78.61 million [5] - Jiechuan Shares (300182) saw a rise of 9.20% to 6.41, with a net inflow of 126 million [5] - The short drama game concept stocks experienced a "limit-up" trend, with companies like Zhongwen Online (300364) and Haikan Shares (301262) reaching the daily limit [6][7] Photovoltaic Sector Insights - The photovoltaic equipment sector experienced a strong surge, with companies like Juhe Materials (688503) and GCL-Poly Energy (002506) hitting the daily limit [8][9] - The price of photovoltaic modules has been rising since the beginning of the year, with major companies adjusting their prices [9] - A report from Zhongyin Securities highlighted "anti-involution" and "space photovoltaic" as key investment themes for 2026, with optimism about domestic manufacturers' potential for overseas profits [10] AI and Computing Hardware Developments - Tianfu Communication's stock price reached a historical high of 283.33 yuan per share, reflecting a rise of over 11% [11] - The computing hardware sector, including optical modules, opened strongly, with companies like Zhaochi Shares (002429) hitting the daily limit [11] - Nvidia's CEO expressed optimism about AI development, indicating that AI infrastructure is still in its early stages, suggesting a long-term growth trajectory for the sector [11]

日月其迈，岁律更新。草木蔓发，春山可望。值此辞旧迎新之际，我谨代表招银理财，向长期以来关心 和支持招银理财的广大投资者与合作伙伴，致以诚挚的问候与新春祝福！ 过去一年，中国经济高质量发展步伐坚实，资本市场春潮涌动。银行理财作为资本市场的重要参与者和 居民财富的"稳定器"，持续回归本源、稳健转型。截至2025年末，全市场理财规模已跨越33万亿元，承 载了亿万投资者对美好生活的托付。招银理财秉持"金融为民"初心，持续推动产品体系升级与产品功能 创新，提升服务实体经济质效，产品规模连续五年保持行业首位，累计服务理财客户超6500万户，为打 造全能型资管机构持续蓄力，助力高质量发展持续深化。 2026年是"十五五"规划开局之年，是崭新的起点。"十五五"规划蓝图铺展，金融改革持续深化，多层次 资本市场健康发展，为理财行业注入强劲动力，银行理财公司将迎来宝贵的战略机遇期。政策面上，宽 松的货币政策释放市场流动性，降低社会融资成本，推动居民资金向理财集聚；积极的财政政策助力基 建与实体经济，改善金融资产基本面，提振市场信心。外部不确定性有所缓和，有望利好国际资本流 入。市场面上，权益市场总体震荡向好，多资产轮动机会显现，为 ...

【导读】以投资者为本，公募基金信披开新篇 近日，中国证监会就《公开募集证券投资基金信息披露内容与格式准则第2号——定期报告的内容与格 式》（以下简称《准则》）向社会公开征求意见，中国基金业协会同步就《证券投资基金信息披露 XBRL模板》（以下简称《XBRL模板》）征求行业意见。 受访机构和人士表示，《准则》《XBRL模板》将推动信披规则体系更加简明、灵活，有利于公募基金 提升投资行为稳定性，强化"以投资者为本"的理念，进一步推动行业高质量发展。 公募多维度启动落实工作 《准则》和《XBRL模板》发布后，一家大型基金公司表示，公司一方面升级信息系统，以适配XBRL 数据标引与中长期业绩、换手率等指标的自动统计；另一方面，优化投研考核体系，将长期业绩稳定 性、持有人盈利体验纳入核心评价维度。 中银基金表示，新规将推动行业价值观从"规模导向"转向"投资者利益导向"。公司正在逐一研究披露指 标，提前评估完善口径的计算系统，提升投资者获得感与信任度。 中银基金进一步表示，《准则》《XBRL模板》核心在于提升行业透明度、重塑投资者信任、驱动行业 高质量发展，同时，通过内容优化，提升报告可读性与有用性，强化管理人责任与专业 ...

【导读】日韩股市开盘大涨，日经225指数日内涨超5% 日韩股市大涨！ 日经225指数大涨5% | 名称 | 现价 | 涨跌幅 = | 总市 -- | | --- | --- | --- | --- | | 大日本印刷 | 3125.0 | 7.57% | 16390亿 | | 7912.T | | | | | 索喜科技 | 2202.0 | 7.23% | 3963亿 | | 6526.T | | | | | 指斐电电子 | 7542.0 | 6.45% | 21247亿 | | 4062.T | | | | | 三井金属 | 22150.0 | 6.57% | 12718亿 | | 5706.T | | | | | 小松集团 | 7520.0 | 6.35% | 699621Z | | 6301.T | | | | | YOKOHAMA FINA | 1643.0 | 6.00% | 18806亿 | | 7186.T | | | | | 西科姆 | 6311.0 | 5.85% | 29447亿 | | 9735.T | | | | 美元兑日元短线走低，跌破157关口。 | 美元兑日元 | | | | | ...

今年以来，理财公司持续布局下沉市场，苏银理财、宁银理财、民生理财等理财公司均新增多家地方中 小银行为代销机构。 业内人士认为，监管要求非持牌机构存量产品于2026年底前清零，一方面推动中小银行向代销转型，另 一方面为理财公司提供了新的增长空间。随着理财代销渠道的持续拓展，三、四线城市及县域市场将成 为"必争之地"，理财公司可从产品、服务等方面打造差异化竞争优势。 多家理财公司 新增地方中小银行为代销机构 2月5日，苏银理财发布公告称，因业务需要，旗下部分开放式理财产品新增江苏句容农商行为销售机 构。1月，宁银理财宣布新增溧水农商行、郑州银行（002936）、承德银行等为代销机构，渝农商理财 新增新疆农商行为代销机构，徽银理财新增日照银行为代销机构，民生理财新增江苏民丰农商行为代销 机构。 拉长时间来看，近年来，理财公司密集布局下沉市场。例如，兴银理财目前合作代销机构约380家，包 含浙江、江苏、广西等多地城农商行；杭银理财逾270家合作机构也覆盖了重庆、福建、江苏、四川等 多地城农商行。 【导读】下沉市场成"必争之地"，银行理财打造差异化竞争优势 "2024年6月，监管部门要求未成立理财公司的中小银行在202 ...

2月7日，国家外汇管理局最新数据显示，截至2026年1月末，我国外汇储备规模连续6个月稳定在3.3万 亿美元以上。同时，央行连续15个月增持黄金。 外储规模继续稳定在3.3万亿美元以上 数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较2025年12月末上升412亿美元，升 幅为1.23%。 国家外汇管理局表示，2026年1月，受主要经济体财政政策、货币政策及预期等因素影响，美元指数下 跌，全球主要金融资产价格总体上涨。汇率折算和资产价格变化等因素综合作用，当月外汇储备规模上 升。我国经济运行稳中有进，发展韧性进一步彰显，为外汇储备规模保持基本稳定提供支撑。 民生银行(3.880, 0.04, 1.04%)首席经济学家温彬分析称，1月份，受多重因素叠加影响，美元延续弱势： 一是特朗普在委内瑞拉、伊朗、格陵兰岛等多地开展或威胁军事打击加剧了地缘政治风险，美元信用风 险高企。二是特朗普暗示对美元贬值持开放态度，引发市场抛售潮。此外，美联储委员释放鹰派信号， 加之沃什当选美联储主席的预期发酵，美债震荡上行，全球资产价格整体上涨。 "随着跨境投融资便利化政策持续加码，资本市场对外资吸引力将持续增强 ...