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中复神鹰(688295.SH):控股股东中联投资拟减持不超3%股份
Ge Long Hui A P P· 2026-02-08 07:44
Core Viewpoint - Zhongfu Shenying (688295.SH) announced that its controlling shareholder, Zhonglian Investment, plans to reduce its shareholding by up to 27 million shares, representing no more than 3% of the company's total share capital [1] Summary by Relevant Sections - **Share Reduction Plan** - Zhonglian Investment intends to reduce its holdings through centralized bidding and block trading within three months, starting from March 10, 2026, to June 9, 2026 [1] - **Current Shareholding Status** - As of the announcement date, Zhonglian Investment holds 298 million unrestricted circulating shares, accounting for 33.16% of the company's total share capital [1] - **Source of Shares** - The shares to be reduced were acquired prior to the company's initial public offering and have been fully listed and tradable since October 9, 2025 [1]
分析师:季节性利好近尾声,黄金面临波动考验与方向选择
Ge Long Hui A P P· 2026-02-08 05:03
格隆汇2月8日丨Investinglive分析师Adam Button表示,本周黄金未能站稳5000美元关口,这无疑令人失 望,但若对比白银的表现,就能发现黄金仍相对稳定。不过,无法忽视的是,剧烈的波动性确实带来不 安感。未来一周,对黄金最有利的情况可能是波动性下降,即使这可能意味着价格将小幅走低。但遗憾 的是,黄金的波动性可能不会迅速消退。它往往会在持续一段时间后才缓慢平复。未来几天市场将关注 伊朗和乌克兰局势的潜在催化作用,周三还将迎来最新的非农就业报告。对多头而言,美元指数回落或 许能带来一些鼓舞,可能成为上行催化剂。值得注意的是,黄金在一系列保证金上调冲击下依然保持韧 性,这确实反映出市场的内在买盘支撑。最终,若金价能在4500-5000美元区间盘整数周(或数月), 将是积极信号。不利因素在于,黄金传统的季节性上涨阶段现已接近尾声。 ...
被错杀的存储?高盛:内存市场的基本面并未发生任何变化
Ge Long Hui A P P· 2026-02-08 03:39
格隆汇2月8日|高盛交易员Louis Miller认为:本周,做多内存受益股对做空内存冲击股(图中蓝线)的配 对交易被市场波动影响,目前与内存价格(图中黑线)的差距扩大超7%。尽管软件及其他市场板块的市场 规模受到关注,但内存市场的基本面并未发生任何变化,而且,除非资本支出大幅放缓,否则人工智能 的日益普及应该会进一步推高需求。虽然该策略目前呈现动能倾向,但其基本面依然强劲。值得注意的 是,内存相关股的预期收益已增长超过两倍,而内存输入成本相关股的收益则落后于大盘。 ...
东吴证券:在宏观不确定性与风险溢价上升的背景下,资金对黄金的定价方式逐步转向“情绪与预期驱动”
Ge Long Hui A P P· 2026-02-08 02:09
Core Viewpoint - The chief economist of Dongwu Securities, Lu Zhe, indicates that gold has been in a continuous upward channel since 2020, but recent price movements have shown changes in rhythm [1] Group 1: Price Trends - Gold prices have accelerated in their upward trajectory, with the time taken to rise from $2000/oz to $3000/oz, from $3000/oz to $4000/oz, and from $4000/oz to $5000/oz decreasing [1] - This acceleration in price increase reflects a shift in the pricing mechanism of gold from "trend-based allocation" to being driven by "emotions and expectations" amid rising macroeconomic uncertainties and increased risk premiums [1] Group 2: Market Sensitivity - The faster price movement reinforces the long-term upward trend of gold, but it also indicates a higher sensitivity to external disturbances in the short term [1]
特朗普:预计到我本届任期结束时,道指将站上10万点
Ge Long Hui A P P· 2026-02-07 02:03
Group 1 - The core viewpoint is that the U.S. stock market has reached record highs, attributed to the effective tariff policies implemented during Trump's administration [1] - Trump predicts that the Dow Jones Industrial Average will rise to 100,000 points before the end of his term [1] - The statement emphasizes the importance of national security alongside economic performance, linking both to the tariff policies [1]
美股中概新能源汽车股集体走强
Ge Long Hui A P P· 2026-02-06 16:44
格隆汇2月7日|美股市场中概新能源汽车股集体走强,其中,蔚来涨8%,理想汽车涨超6%,小鹏汽车 涨超4%。 ...
三未信安(688489.SH):聘任曾添为董事会秘书,聘任杨凡为证券事务代表
Ge Long Hui A P P· 2026-02-06 16:04
Core Viewpoint - The company, Sanwei Xinan (688489.SH), has appointed new personnel for key positions within its board, indicating a potential shift in governance and operational strategy [1] Group 1: Board Appointments - The company held its 21st meeting of the second board on February 6, 2026, where it approved the appointment of Mr. Zeng Tian as the board secretary [1] - Ms. Yang Fan has been appointed as the representative for securities affairs, with both appointments effective immediately upon approval [1] - The terms for both appointments will last until the end of the current board's tenure [1]
皖天然气(603689.SH):2026年度第一期中期票据发行完成
Ge Long Hui A P P· 2026-02-06 16:04
Core Viewpoint - Anhui Natural Gas (603689.SH) has successfully completed the issuance of its first phase medium-term notes for the year 2026, raising a total of 200 million RMB with a maturity of 540 days and an interest rate of 1.73% [1] Group 1 - The bond issuance scale is 200 million RMB, with a unit face value of 100 RMB [1] - The interest on the bond will start accruing from February 6, 2026 [1] - The lead underwriter for this bond issuance is Industrial Bank Co., Ltd., with China Minsheng Banking Corp., Ltd. acting as a joint lead underwriter [1] Group 2 - The funds raised from this bond issuance will be used to repay bank loans [1]
山大地纬(688579.SH):选举孙明为公司第五届董事会职工代表董事
Ge Long Hui A P P· 2026-02-06 16:04
Core Viewpoint - Shandong Dihua (688579.SH) held a staff representative meeting where the election of Mr. Sun Ming as the employee representative director of the fifth board of directors was approved by all attending representatives [1] Group 1 - The staff representative meeting was convened recently [1] - The election process and voting procedures complied with the relevant regulations of the staff representative meeting decision-making [1]
人民网(603000.SH):选举王晓峰为公司第六届董事会职工董事
Ge Long Hui A P P· 2026-02-06 16:02
Core Viewpoint - People's Daily (603000.SH) announced the conclusion of its fifth board of directors' term and the election of the sixth board member, Wang Xiaofeng, as the employee director [1] Group 1 - The company held a staff representative meeting on February 5, 2026, to elect the sixth board of directors [1] - The election was conducted in accordance with the Company Law of the People's Republic of China and the company's articles of association [1]