| 股 艾芬达 301575 ☏ 创 | | 申购指南 > | | --- | --- | --- | | 27.69 | 发行/行业市盈率 20.35/31.41 | | | 申购上限 发行价(元) | 0.5万股 | | 今日无新债 免责声明 投资有风险,入市需谨慎。本内容不构成任何投资建议。投 资者不应以该等信息取代其独立判断或仅根据该等信息做出 决策。申万宏源对这些信息的准确性或完整性不作保证，亦 不对因使用该等信息而引发或可能引游艇操套發現货வ動品 ...

Group 1 - The article provides a detailed guide for opening a securities account through the "Shenwan Hongyuan Dajiang" app, emphasizing the necessary steps and requirements for the process [7][8][39]. - It outlines the importance of identity verification, including uploading a valid ID and completing personal information accurately [17][25][49]. - The article highlights the risk assessment process, where investors must fill out a questionnaire to determine their risk tolerance level before proceeding with account opening [29][34][36]. Group 2 - The guide includes instructions for setting up a three-party custody account, which allows for the management of funds between the bank and the trading account [41][42]. - It emphasizes the need for signing various agreements related to investment risks and account management, ensuring that investors are aware of the terms [45][46]. - The article mentions the final steps of the account opening process, including a video verification and a customer feedback survey to complete the application [53][55].

AA股股新新高高后后震震荡荡，，强强势势板板块块是是否否下下车车？？ 22002255年年88月月2255日日--22002255年年88月月2299日日基基金金投投顾顾观观点点 本周A股市场势能依然强劲，指数点位续创新高，债市震荡，黄金和美股上涨。具体来看，本 周市场有以下几个重要方面 ： 本周A股市场势能依然强劲，指数点位续创新高，成交额延续放量，上证指数创3888.60点 年内新高，沪深两市日均成交金额达到2.95万亿元，比上周再增加了4046亿元。但指数波 动率相比上周明显提升，市场新高后波动加大。申万一级行业上，通信、有色金属、涨幅居 前，纺织服装、煤炭、银行跌幅居前。恒生指数下跌，A股表现强于港股。 02 债市方面，本周资金面整体较为均衡，债市整体震荡，预计纯债基金小幅收正。当前市场情 绪比较敏感，股市表现对债市投资者情绪影响较大。从资金面来看，均衡偏松资金面仍是市 场强有力支撑，央行投放呵护资金面，保证增税后政府债发行，并为债市超跌修复提供了动 力。 情的根本推动力是资金推动叠加产业端催化，资金会推动市场水涨船高，产业端催化则决定强势板 块。资金端尚未发现逆转迹象，大可不必因为市场波动就担心市场 ...

Core Viewpoint - The market is expected to experience a short-term rise, with a focus on a gradual upward shift and potential consolidation after breaking through a 10-year trading range [6]. Group 1: Market Trends - The market has recently surpassed the 10-year trading range, indicating a reasonable phase of consolidation [6]. - All indices have reached new highs since October 8, except for the Shanghai Stock Exchange 50 (SSE 50), which is expected to catch up [6]. - The market is projected to target the 3900-4000 range in the short term, with attention to market rhythm [9]. Group 2: Sector Performance - Historical data from the past 14 years suggests that low P/E ratio sectors such as consumer goods, coal, and building materials have a higher probability of performance in September, while high P/E sectors have a low success rate of only 27% [6]. - The AI sector remains a key focus for medium-term investment opportunities [10]. Group 3: Hong Kong Market - The Hong Kong stock market has been in a sideways trend for the past three months, primarily due to its earlier peak in 2021 compared to other indices [7]. - With the expectation of a Federal Reserve interest rate cut, the liquidity impact on the Hong Kong dollar may lead to a resurgence in the Hong Kong stock market [8]. - The Hong Kong market is recommended for renewed attention starting in September [10].

Core Viewpoint - The company has identified illegal financial activities being conducted by individuals impersonating its employees, which has harmed investor rights and the company's reputation [1] Group 1: Illegal Activities - Fraudsters are using the names of company employees "Chen Jiaxin" and "Chen Min" to lure investors into a group named "Lao Zhang Da Ban Training Camp 99" on the Bluebird IM platform [1] - These individuals falsely claim to have agreements with the company's Xinjiang branch and encourage investors to download a fraudulent app named "Hongyuan DH" for stock trading [1] Group 2: Investor Warnings - The company advises investors not to add unknown QQ accounts or join suspicious QQ/WeChat groups, and to avoid downloading apps or trading software from unverified sources [1] - Official channels for obtaining company information include the official website, customer service phone number, and verified social media accounts [1] Group 3: Legal Actions - The company reserves the right to take legal action against any individuals or entities impersonating its employees and engaging in illegal financial activities, which disrupts market order and harms investor rights [1]

Core Viewpoint - The article emphasizes that the economic expectations for the second half of the year will dominate market trends, with a focus on domestic macro policies aimed at stabilizing growth and improving external conditions [1]. Market Performance - The market experienced a differentiated rebound last week, with the Shanghai Composite Index showing signs of acceleration after surpassing the 2021 market high, while the Shenzhen Component Index continued to rise after adjustments [1]. - Average daily trading volume reached nearly 30 billion yuan, marking three consecutive weeks of significant increase in trading activity [1]. - Key market sectors included TMT (Technology, Media, and Telecommunications), non-ferrous metals, and consumer goods, with technology stocks leading in gains while small and mid-cap stocks lagged [1]. Economic Outlook - Since July, a series of macro policies have been introduced to support growth, addressing market concerns on both supply and demand sides, leading to a relatively strong expectation for stable economic growth [1]. - The external environment has improved due to a de-escalation of trade conflicts and a shift towards looser monetary and fiscal policies among major global economies [1]. Market Dynamics - The market is expected to undergo technical consolidation due to short-term divergences between bullish and bearish sentiments, as indicated by the significant deviation of the five-day moving average [1].

Market Review - The market has shown strong performance in the past two weeks, with the Shanghai Composite Index rising from 3600 points to around 3880 points, and both the ChiNext and STAR Market indices increasing by over 13% [2] - Technology innovation has emerged as the strongest theme, with the ChiNext benefiting from the Nvidia supply chain and the STAR Market seeing increased enthusiasm for domestic alternatives [2] - Key sectors such as optical modules, communication, chips, and semiconductor equipment have led the market, with the communication sector rising over 30% [3] - The overall market sentiment is positive, with a good profit effect and increased trading volume, although there are signs of overheating as the index has deviated significantly from the 5-day moving average [3] Investment Strategy - Investors are advised to maintain discipline in their trading strategies, setting clear exit conditions based on moving averages and adjusting positions accordingly [3]

Core Viewpoint - The "Shen Yuan Bao - Children's Financial Literacy" summer camp successfully combines financial education and safety training for children, enhancing their financial awareness and self-protection skills in a fun and engaging manner [2][4][22]. Group 1: Event Overview - The summer camp took place on August 22, attracting around 30 families, providing a half-day immersive experience for children to explore financial knowledge and learn practical safety skills [2][22]. - The event was organized by Shenwan Hongyuan Securities' investor education base, emphasizing the importance of financial literacy and safety education for youth [4][22]. Group 2: Educational Approach - The camp innovatively integrated financial literacy and safety self-rescue education, breaking the monotony of traditional financial learning through engaging activities [4][22]. - Activities included the "Magic Business Academy" where children participated in games that taught them about wealth management, savings, and risk through interactive play [11][22]. Group 3: Parental Involvement - Parents participated in a dedicated educational experience, including a tour of the education base and a class on ETF investment, enhancing their understanding of investment concepts [13][15]. - The event featured emotional storytelling through videos that resonated with parents, highlighting the importance of rational investment and financial education [15][22]. Group 4: Safety Training - The "Little Rescue Hero" segment focused on teaching children about safety risks and self-rescue techniques in various emergency scenarios, fostering a sense of responsibility and courage [18][22]. - Children engaged in hands-on practice of emergency response skills, moving beyond traditional knowledge transfer to active learning [18][22]. Group 5: Feedback and Future Plans - Feedback indicated high satisfaction among families, with children expressing enjoyment and learning from the activities, while parents appreciated the educational value [22][24]. - The education base plans to expand the "Shen Yuan Bao - Children's Financial Literacy" brand, optimizing content and collaborating with schools and communities to create a comprehensive financial education system for youth [24][25].

Market Overview - The Shanghai Composite Index has found support near the 10-day moving average and has begun to rebound, recovering to the 5-day moving average by the close [1] - The index has surpassed its highest point in the past decade, while most sector indices are still significantly below their 2021 peaks, indicating potential for catch-up in other indices like CSI 300 and ChiNext [1] - Recent catalysts across various industries, such as the launch of downstream power stations and advancements in AI and robotics, have increased market risk appetite, suggesting a more optimistic outlook [1] Sector Highlights - The technology sector has seen a rise in interest, with a shift from defensive stocks to growth-oriented technology investments expected [2] - The AI sector is anticipated to present thematic opportunities, particularly following the AI conference showcasing new technologies [2] - The robotics industry is projected to expand, with a focus on domestic production and integration into daily life, creating opportunities in related components like sensors and controllers [2] - The semiconductor industry continues to trend towards domestic production, with attention on semiconductor equipment and materials [2] - The military industry is expected to see a rebound in orders by 2025, with signs of recovery already visible in quarterly reports [2] - The innovative pharmaceutical sector is entering a growth phase after several years of adjustment, with positive profit growth expected to continue into 2025 [2] Market Performance - The market showed resilience with the ChiNext 50 index leading the gains, reaching new highs [3] - Overall market performance was mixed, with a balance between rising and falling stocks, while sectors such as telecommunications and defense showed strong gains [3] - Underperforming sectors included coal, agriculture, textiles, and pharmaceuticals, indicating a divergence in sector performance [3]

Core Viewpoint - The article introduces the "Combination Equity Package" investment advisory service by Shenwan Hongyuan Securities, emphasizing its tailored approach to assist investors in navigating the complexities of the market and enhancing their investment strategies [1][11]. Summary by Sections What is the "Combination Equity Package"? - The "Combination Equity Package" is a comprehensive investment advisory service that includes simulated trading, method teaching, stock diagnostics, market analysis, and philosophy sharing, designed to meet various investment needs [2]. Quality Over Time - The service has been operational for several years, with performance metrics such as total return, relative return, and maximum drawdown being continuously tracked to demonstrate its effectiveness [3]. Six Major Service Rights - The package offers stock selection and timing guidance through in-depth analysis across fundamental, technical, and capital dimensions, providing valuable references for both novice and experienced investors [4]. Expert Stock Diagnosis - The service includes expert stock diagnosis, where professionals provide detailed insights into specific stocks, helping investors understand the underlying investment and trading logic [5]. Exclusive Video Content - The package features exclusive videos where investment advisors simplify complex market dynamics and strategies, aiding investors in their growth [6]. Trading Insights - Continuous monitoring of market trends and events is provided, offering timely insights and analysis to help investors navigate market fluctuations [7]. Educational Courses - The service includes specialized courses covering various aspects of investing, from basic theories to practical skills, enabling investors to understand the methodologies behind the recommendations [8]. Monthly Reports and Reviews - Monthly reports summarize the performance of the "Combination Equity Package," allowing investors to review operations and adjust strategies based on past experiences [9]. Comprehensive Support - The "Combination Equity Package" aims to provide a holistic support system for investors, regardless of their experience level, ensuring they have access to necessary resources and guidance [10].