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英伟达美股盘前涨超2%,股价突破800美元,总市值突破2万亿美元
Zhong Jin Zai Xian· 2024-02-23 09:45
英伟达美股盘前涨超2%,股价突破800美元,总市值突破2万亿美元。从1万亿到2万亿美元这一里程碑式的跳跃,英伟达仅用了八个月。这创造了一个新纪录,微软从1万亿美元到2万亿美元耗时2年零六个月,苹果也耗费了约两年的时间。      (责任编辑:宋政 HN002) ...
任职17年总经理赵学军转任董事长 治下的嘉实基金ESG践行是否“将就”?
Zhong Jin Zai Xian· 2024-02-21 03:17
Core Viewpoint - The article discusses the challenges faced by Harvest Fund Management Co., Ltd. (嘉实基金) in the context of ESG (Environmental, Social, and Governance) principles, highlighting its declining management scale and performance issues in 2023, particularly in its ESG-themed funds and new product launches [1][2][3]. Group 1: Management Changes and Ranking - After Zhao Xuejun's 17-year tenure as General Manager, Jing Lei took over in March 2018, during which the fund's management scale ranking fell from approximately 2nd to around 10th [1][2]. - Since the second quarter of 2015, Harvest Fund has not ranked in the top five in terms of management scale, with its current ranking at 8th as of the end of 2023, managing 869.53 billion yuan [2][3]. Group 2: Product Development and Innovation - The "Super ETF" brand was launched in June 2019, but no new products have been added to this brand in the last two years, indicating a lack of innovation [4][5]. - The brand claims to offer unique competitive advantages, yet it has not expanded its product lineup since 2021, raising concerns about its responsiveness to market demands [5]. Group 3: Fund Performance Issues - In 2023, several environmentally themed funds under Harvest Fund experienced significant losses, with returns below -20%, including -21.69% for 嘉实环保低碳股票 and -32.45% for 嘉实低碳精选混合发起式A [6][7]. - The performance of multiple funds managed by the same fund manager, Yao Zhipeng, was poor, with a total of 199 out of approximately 340 funds under Harvest Fund showing negative returns in 2023, representing about 58.53% of the total [7][8]. Group 4: Pension Fund Performance - All seven Y-share pension funds launched by Harvest Fund in 2023 reported negative returns, with some funds experiencing declines exceeding -10% [8][9]. - The performance of pension funds is critical for investors' retirement planning, and the negative returns reflect poorly on the company's commitment to social responsibility [8][9]. Group 5: New Stock Issues and Failures - Harvest Fund participated in multiple new stock issuances in 2023, with several stocks experiencing "broken issues" on their debut, indicating poor selection and management practices [10][11]. - Notable examples include 光格科技 and 航材股份, which saw their stock prices drop significantly below the issue price on the first trading day [10][11]. Group 6: Corporate Social Responsibility Reporting - Harvest Fund's public platform indicates that its corporate social responsibility report is no longer available, and annual reports from its charity foundation are delayed, raising concerns about transparency and accountability [11][12]. - The lack of timely disclosure of social responsibility efforts may affect investor perception and trust in the company [11][12].
严打异常交易!上交所、深交所共同出手
Zhong Jin Zai Xian· 2024-02-21 00:46
Core Viewpoint - The Shanghai and Shenzhen Stock Exchanges have imposed penalties on Ningbo Lingjun Investment Management Partnership for abnormal trading activities, which significantly impacted market order and led to a temporary suspension of trading for related products [1]. Group 1: Abnormal Trading Activities - On February 19, Ningbo Lingjun sold stocks worth 1.195 billion yuan in the Shanghai market within a minute, accounting for a significant portion of the market's trading volume, causing the Shanghai Composite Index to drop by 0.65% [1]. - In the Shenzhen market, multiple accounts under Ningbo Lingjun executed automated trading commands, selling stocks worth 1.372 billion yuan in just over 40 seconds, leading to a rapid decline in the Shenzhen Component Index [1]. Group 2: Regulatory Response - From February 20 to February 22, 2024, the exchanges will implement a suspension of trading for the relevant products managed by Ningbo Lingjun, alongside initiating a public reprimand against the firm [1]. - The China Securities Regulatory Commission (CSRC) plans to enhance monitoring of key investors' trading behaviors and intensify efforts to combat abnormal trading and market manipulation [1]. - The Shanghai and Shenzhen Stock Exchanges reaffirm their commitment to strict regulatory oversight, emphasizing the need to protect investors' rights and maintain orderly market conditions [1].
跨境电商企业年营收数十亿,每年增长超40%,靠什么?
Zhong Jin Zai Xian· 2024-02-20 13:02
Group 1 - The core idea emphasizes that success relies on a combination of effort, timing, and favorable conditions, rather than just hard work alone [1][2] - The entrepreneurial journey of the company began in 2008, focusing on cross-border e-commerce, which was a nascent field at the time [1][3] - The company experienced significant growth, achieving a revenue increase of 40% through refined operations and brand development [3][4] Group 2 - The transition from a traffic-driven model to a product-focused approach occurred between 2017 and 2020, leading to notable achievements in market positioning [4][5] - The company aims to evolve into a technology-driven entity, focusing on quality and innovation rather than quantity, with plans to secure core patents [5][6] - The future strategy includes establishing a global brand presence while maintaining a local identity, with a target to achieve this within three to five years [5][6] Group 3 - The company identifies three key areas for success in the cross-border e-commerce sector: product-driven innovation, quality content creation, and platform traffic management [6][7] - The importance of understanding market dynamics and internal capabilities is highlighted, suggesting that businesses should focus on their strengths and avoid overextending [7][8] - The integration of AI technologies, such as ChatGPT, is seen as a transformative opportunity for enhancing operational efficiency and competitive advantage [8][9] Group 4 - Talent acquisition and management are crucial for the company's growth, with a focus on building a strong team that can adapt to future challenges [9][10] - The company has established multiple subsidiaries in Hunan to leverage the region's improving business environment and contribute to local economic development [9][10] - The management style emphasizes understanding generational differences among employees to foster a cohesive and motivated workforce [10][11]
解码广东制造“含新量”
Zhong Jin Zai Xian· 2024-02-18 08:35
2月18日,龙年新春后首个工作日,广东省委、省政府召开“新春第一会”——全省高质量发展大会。大会将关注高质量发展主题,围绕促进产业和科技互促双强,全面提升科技高水平自立自强能力,不断塑造发展新动能新优势,进一步统一思想认识、凝聚智慧力量、共商发展大计。 广东省实现高质量发展,必须加快打造形成新质生产力,抢占经济、科技发展的制高点。当前,广东省新质生产力发展情况如何? 2024年伊始,广东省省情调查研究中心组成了课题组,开展了“广东省新质生产力发展状况调研”,并形成了《广东新质生产力2023发展调研报告》(以下简称《报告》)。 《报告》认为,广东省新质生产力发展布局早、速度快、总量大、体系相对完整,粤港澳大湾区将成为新质生产力的“加速器”“储能池”。 《广东新质生产力2023发展调研报告》以案例调研和大数据分析相结合的方式,对广东省新质生产力的发展基础、要素、结构、地位及问题等进行了深入研究。 广东新质生产力发展生态链正在形成,相关产业链竞争力明显,重点产业全国领先 近年来,广东通过部署“10+5”新质生产力产业体系(即半导体与集成电路产业、高端装备制造产业等10大战略性新兴产业集群,未来电子信息、未来生命健康 ...
龙年春节消费“热辣滚烫”出入境游同比消费金额双向增长
Zhong Jin Zai Xian· 2024-02-16 08:28
Core Insights - Alipay's Spring Festival report highlights the emergence of "characteristic economy," the rise of live-streaming for purchasing New Year goods, and a surge in outbound tourism during the Year of the Dragon [1][3][5] Group 1: Consumption Trends - The Spring Festival consumption has shown explosive growth, driven by the "characteristic economy," with significant increases in local tourism spending [1] - In Shanghai, the consumption amount for New Year's Eve dinners increased by 800% compared to last year, while Harbin's "ice and snow economy" attracted tourists from Guangdong, Zhejiang, and Shanghai [1] - Alipay's live-streaming sales for items like paper towels, alcoholic beverages, and gold saw increases of 300%, 100%, and 200% respectively in the two weeks leading up to New Year's Eve [1] Group 2: Inbound and Outbound Tourism - A significant influx of tourists from Hong Kong and Macau to nine cities in the Greater Bay Area resulted in a 200% increase in spending at supermarkets [3] - The spending by foreign tourists in China during the Spring Festival rose by 500%, with the number of businesses catering to these tourists increasing by 560% [3] - Alipay users' overseas spending grew by 140%, with Southeast Asia seeing a staggering 580% increase due to visa-free policies [5] Group 3: Technological Innovations in Celebrations - Nearly 600 million users engaged with Alipay's AI features for a modernized celebration experience, including "electronic receiving of wealth" and "AI red envelopes" [5] - The "Cyber New Year" activities attracted 100 million views on "receiving wealth" videos, and nearly 30 billion AI-generated "Fu" characters were found during the "collecting blessings" event [5] - Over 1 million users opened digital wallets for New Year's savings, with more than 80% being individuals from the post-90s and post-00s generations [5]
一碗螺狮粉能否再带旺柳州:线上直播间热销,线下商家预计客流近日升温
Zhong Jin Zai Xian· 2024-02-11 07:37
Core Insights - The popularity of Liuzhou snail noodles has surged, becoming a significant cultural and economic symbol for the city, especially during festive seasons like the Spring Festival [1][3][5] - The industry has seen a remarkable growth trajectory, with the total sales revenue of the Liuzhou snail noodle industry expected to reach 65.6 billion yuan in 2023, positioning it as a potential trillion-yuan industry [1][6] - The rise of social media and live streaming has played a crucial role in increasing the visibility and sales of Liuzhou snail noodles, transforming it from a local street food to a national sensation [2][4][6] Industry Growth - The Liuzhou snail noodle industry has been strategically developed over the years, with significant investments in production standards, quality control, and marketing initiatives [5][6] - The introduction of packaged snail noodles in 2014 allowed for broader distribution, making it accessible to consumers outside of Liuzhou [2][6] - In 2020, the industry experienced explosive growth, with sales surpassing 10 billion yuan for the first time, driven by increased online engagement and demand for convenient food options during the pandemic [2][6] Tourism Impact - The revival of the tourism market in 2023 has led to a significant influx of visitors to Liuzhou, many of whom are drawn specifically to try the local snail noodles [3][4] - During the Spring Festival, Liuzhou welcomed approximately 3.73 million tourists, a 58.9% increase year-on-year, contributing to a tourism revenue of 2.36 billion yuan, up 65.7% [3][4] - The local economy has benefited from this tourism boom, with many restaurants experiencing long queues as tourists flock to taste the authentic dish [4][5] Export Potential - Liuzhou snail noodles have gained international recognition, with exports reaching 3,167.1 tons valued at 87.27 million yuan in 2023, expanding into over 20 countries and regions [6] - The global appeal of Liuzhou snail noodles presents further opportunities for growth and market expansion, enhancing the overall industry landscape [6]
日本央行政策转向在即 贝莱德策略师警惕市场波动加剧
Zhong Jin Zai Xian· 2024-02-08 05:16
贝莱德驻东京的首席投资策略师表示,当日本央行结束负利率、美联储降息时,金融市场的波动风险可能会超出许多人的预想。“我对价格单边大涨大跌或过度波动保持警惕,” Yuichi Chiguchi说。他认为日本央行3月会议存在调整政策的风险。他在2月7日接受采访时表示,从外汇到股票再到国债在内的所有资产类别,波动率都可能上升。他还警惕今年美国降息的影响,并且提到很难预测降息时点。他表示,预测服务价格对美国通胀和美联储政策前景的影响具有挑战性,补充说降息可能会推迟到6月之后。 本文源自金融界AI电报 ...
小米参与京东“我给乡村送年货”活动 百部手机、耳机送往大凉山
Zhong Jin Zai Xian· 2024-02-03 09:15
京东发起“我给乡村送年货”活动,得到各界广泛支持与关注,临近春节,小米为四川省凉山州送出了Redmi 12、小米有线耳机作为爱心年货,希望帮助村民过个欢乐好年。      为帮大凉山的村民使用到高性价比手机,小米选择了Redmi 12,5000mAh电池+5000万像素高清主摄+耐用品质+5G,非常适合村民使用;同时,小米还专门赠送了小米有线耳机,也方便村民在日常闲暇中听听音乐、放放松。 “我给乡村送年货”活动由京东发起,携手百大品牌,请全国各地用户为家乡、为亲朋好友送年货送出一份年货,点亮家乡,希望把承载着祝福的年货,送往更多、更远的地方。想参与“我给乡村送年货”活动可登录京东APP进入活动专区,为牵挂的人送去暖心年货。 ...
多地暴雪!河南医疗器械企业通过京东“我给乡村送年货”活动,为家乡一线工作者送上温暖
Zhong Jin Zai Xian· 2024-02-03 03:12
500份健康礼盒已到位!超亚医药器械为郑州环卫工人送上健康物资 近日来,河南郑州等多地连续降雪,恰逢春运返乡出行高峰期,数万名市政、环卫等工作人员紧张有序开展道路冰雪清除工作。为了向奋战一线的城市工作者送上一份祝福与温暖,河南本地医药器械企业超亚通过京东“我给家乡送年货”活动,第一时间调集物资回馈家乡,为郑州本地社区、市政、环卫等一线保障工作者送上健康礼盒。 据悉,此次爱心健康物资包含暖贴、口罩、眼贴等共计500份健康礼盒,市场价值超过10万元。参与此次活动的环卫工作人员表示,这批健康物资不仅为在寒冷冬日依旧坚守岗位的一线工作者带来了关爱,更让他们在新春来临之际感受到了满满的祝福。 创立于2009年的超亚医药器械,专注于生物医药、医用口罩和干湿巾消毒用品的研发、生产与销售,为消费者提供口罩、眼罩、热敷贴、干湿巾等产品的定制化解决方案和一站式服务。超亚医药器械有限公司副总经理许亚楠表示,为一线工作者送年礼是一件非常有意义的事情,希望有更多的企业和爱心人士,参与到京东“我给家乡送年货”活动中来,以爱传递爱,用光点亮光,让温暖放大温暖。 自1月29日,京东“我给乡村送年货”活动上线以来,已有上百家企 ...