在财富管理的战场上， 作为优秀的投资理财顾问 ， 每天都在面对这样的挑战： 客户的问题 越来越专业 ，服务的节奏 越来越快 ， 而你的时间，却从未变多。 你希望 —— 现在，一位懂你、帮你、成就你的新伙伴，正式登场： Alice Advisor 正式 入驻 Wind 金融终端。 你是优秀的投资理财顾问，我是你的 AI 智能助手！ 打开终端，搜索框输入 【 Alice Advisor 】 立即开启 AI 助手新模态 她不是简单的工具，也不是冷冰冰的算法。她是你的 超级助理、数字分身、智慧中枢，用 AI 的速 度，承载专业的深度，让你把精力留给最有价值的事：服务客户，创造信任。 ✅ 更高效地回应咨询 ✅ 更深入地分析持仓 ✅ 更自信地推荐产品 ✅ 更科学地完成资产配置 场景1 ： 客户问 " 美联储降息对 A 股影响 ？ 你还在翻报告、查数据、组织语言？ 场景 2 ： 客户问 " 这个基金/理财/股票的信息和数据怎么样， 快帮我看看 " 数据太多不会讲？对比费时还讲不清？分析耗时怕出错？ 用 Alice | 智能分析引擎 " 用 Alice | 投顾资讯通 一句话提问 秒级整合： 全球政策 + 资金流向 + 历史 ...

特朗普表示，很荣幸同习近平主席会面。中国是伟大国家，习主席是受人尊敬的伟大领导人，也是 我多年的好朋友，我们相处非常愉快。美中关系一直很好，将来会更好，希望中国和美国的未来都 更加美好。中国是美国最大的伙伴，两国携手可以在世界上做成很多大事，未来美中合作会取得更 大成就。中国将举办 2026 年 亚太经合组织领导人非正式会议 ，美国将举办二十国集团峰会，乐 见双方取得成功。 两国元首同意加强双方在经贸、能源等领域合作，促进人文交流。 两国元首同意保持经常性交往。特朗普期待明年早些时候访华，邀请习近平主席访问美国。 蔡奇、王毅、何立峰等参加会见。 习近平指出，中美关系在我们共同引领下，保持总体稳定。两国做伙伴、做朋友，这是历史的启示，也 是现实的需要。两国国情不同，难免有一些分歧，作为世界前两大经济体，时而也会有摩擦，这很正 常。面对风浪和挑战，两国元首作为掌舵人，应当把握好方向、驾驭住大局，让中美关系这艘大船平稳 前行。我愿继续同特朗普总统一道，为中美关系打下一个稳固的基础，也为两国各自发展营造良好的环 境。 习近平强调，中国经济发展势头不错，今年前三季度增长率达 5.2% ，对全球的货物贸易进出口增长 4% ...

据央视新闻报道，当地时间10月30日上午，国家主席习近平在釜山同美国总统特朗普举行会晤。 习近平指出，特朗普总统热心推动地区热点问题解决，中方也一直在以自己的方式就当前各种热点问题劝和促谈。当今世界还有很多难题，中国和美国可 以共同展现大国担当，携手多办一些有利于两国和世界的大事、实事、好事。 Wind用户在金融终端输入 IBR（投行业务排行榜） 纵观股票、债券一级承销风云 过去十年投行承销排名一应俱全 分行业、分地域多维度呈现市场融资规模 习近平指出，特朗普总统当选以来，我们3次通话，多次互致信函，保持密切联系，共同引领中美关系保持总体稳定。前几天，两国经贸团队在吉隆坡举 行了新一轮磋商，就解决各自当前的主要关切达成基本共识，也为我们今天的会晤提供了必要条件。中美两国国情不同，难免有一些分歧，作为世界前两 大经济体，时而也会有摩擦，这很正常。面对风浪和挑战，我和特朗普总统作为掌舵人，应当把握好方向、驾驭住大局，让中美关系这艘大船平稳前行。 习近平强调，中国的发展振兴同特朗普总统要实现的"让美国再次伟大"是并行不悖的，中美两国完全可以相互成就、共同繁荣。中美两国应当做伙伴、做 朋友，这是历史的启示，也是现实的 ...

Core Insights - The 9th Future Investment Initiative (FII9) focuses on transforming strategic insights into actionable strategies for global investors and policymakers under the theme "The Key to Prosperity" [1][20] - The agenda emphasizes the importance of capital allocation, investment logic in frontier technology, and the role of emerging biotech clusters and the GCC in global venture capital [6][29] Session Highlights - **New Directions in Capital Allocation**: Discussions led by leaders from S4Capital, Hopu Investment, and DST Global on navigating geopolitical shifts and identifying new growth vectors [7] - **Investment Logic in Frontier Tech**: "Future Flash" sessions covering topics such as orbital data centers, digital currencies, and the concept of the "network state" [7] - **Identifying New Growth Hubs**: Analysis of emerging biotech clusters and the expanding role of the GCC in the global venture capital ecosystem [7][13] - **New Metrics for Prosperity**: Debates on shifting from traditional economic measures to models based on connectivity and efficiency [7][15] Practical Information - The event is streamed live with bilingual subtitles, and post-event summaries will be available for detailed analysis [2][30] - Wind 3C Conference serves as the official streaming partner, providing a platform for ongoing coverage of major financial events [30]

Core Viewpoint - The current landscape of municipal investment bond issuance has shifted to a "stock game," where refinancing existing debts is crucial for investment banks' revenue generation [1]. Group 1: Business Opportunities - The focus on regional refinancing (borrowing new to repay old) is essential for investment banks to maintain income streams [1]. - The introduction of Alice Agent aims to streamline the process of identifying refinancing opportunities by integrating various data sources, thus enhancing efficiency [3][5]. - Alice Agent provides a comprehensive business opportunity list for refinancing municipal bonds, allowing teams to target specific regions and entities effectively [5]. Group 2: Efficiency Improvements - The traditional method of manually aggregating data on maturing bonds is time-consuming and inefficient, leading to missed opportunities [7]. - Alice Agent offers a solution by quickly generating a top list of entities needing refinancing, making it easier to identify potential business targets [7][10]. - The platform allows users to access detailed information about bond maturity dates, amounts, and original underwriters, facilitating strategic planning for engagement [10]. Group 3: Risk Management - Alice Agent supports automated monitoring and reporting, providing timely alerts on policy changes, financial performance, and credit risks, which helps in proactive risk management [12]. - The system enables users to stay informed about potential risks in target areas, allowing for better decision-making and risk avoidance [12]. Group 4: Technological Integration - The use of AI in creating agents for specific tasks can significantly reduce repetitive work, allowing professionals to focus on client engagement and strategic initiatives [15]. - The integration of Alice Agent into financial terminals enhances accessibility and usability for investment professionals [14][16].

Open Market Operations - The central bank announced a 7-day reverse repurchase operation on October 29, with a fixed rate and quantity tendering, amounting to 557.7 billion yuan at an interest rate of 1.40%, with the same amount being the winning bid [1] - On the same day, 138.2 billion yuan of reverse repos matured, resulting in a net injection of 419.5 billion yuan [1] Funding Conditions - The central bank's increased reverse repo operations have led to a loosening of the interbank market funding conditions, with the weighted average rate for repos falling, particularly the overnight repo rate for deposit institutions dropping over 6 basis points to 1.40% [3] - The overnight quotes in the anonymous click (X-repo) system also decreased to 1.38%, with supply around 100 billion yuan [3] - Non-bank institutions' overnight quotes for pledged certificates of deposit and credit bonds are around 1.45%, lower than the previous day's levels [3] - Market expectations remain positive, with the central bank's actions aimed at stabilizing the funding conditions at the end of the month [3] Interbank Certificates of Deposit - The latest transaction for one-year interbank certificates of deposit among major banks is around 1.64%, down over 2 basis points from the previous day [7] Government Bond Futures - The closing prices for government bond futures show a decline of 0.27% for the 30-year main contract, while the 10-year, 5-year, and 2-year main contracts increased by 0.13%, 0.16%, and 0.10% respectively [12] Key Economic Indicators - From January to September, state-owned enterprises reported total operating income of 613.29 billion yuan, a year-on-year increase of 0.9%, while total profits decreased by 1.6% to 316.70 billion yuan [13]

| 会议日期 | | | 275-300 300-325 325-350 350-375 375-400 | | | | --- | --- | --- | --- | --- | --- | | 2025/12/10 | 0.0% | 0.0% | 0.0% | 0.0% | 65.9% | | 2026/01/28 | 0.0% | 0.0% | 0.0% | 27.7% | 52.5% | | 2026/03/18 | 0.0% | 0.0% | 10.3% | 36.9% | 40.4% | | 2026/04/29 | 0.0% | 2.8% | 17.5% | 37.9% | 32.8% | | 2026/06/17 | 1.5% | 11.0% | 28.9% | 35.1% | 19.6% | | 2026/07/29 | 4.7% | 16.9% | 30.9% | 29.9% | 14.4% | | 2026/09/16 | 9.5% | 22.4% | 30.5% | 23.8% | 9.8% | | 2026/10/28 | 11.9% | 23.9% | 29.3% | 21.2% ...

1、 外交部发言人宣布：经中美双方商定，国家主席习近平将于当地时间10月30日在韩国釜山同美国总统特朗普举行会晤，就中美关系和双方共同关心的 问题交换意见。 2、 今日凌晨，美联储如期降息25个基点，将联邦基金利率下调至3.75%-4.00%，为年内第二次降息；并宣布自12月1日起结束资产负债表缩减。 声明指 出通胀仍处高位，就业下行风险上升，货币政策保持适度限制性。美联储理事米兰再次投了反对票，他希望降息50个基点。美联储施密德则希望维持利率 不变 。美联储主席鲍威尔表示，12月是否进一步降息"远非已成定局"，政府停摆导致数据缺失，可能影响后续决策。 美联储内部对后续路径存在显著分 歧，部分官员主张至少等待一个会议周期再做决定。受鲍威尔讲话影响，10年期美债收益率上行超9个基点；美股跳水，盘中三大股指转跌。现货黄金下 挫，美元指数大涨。 3、 英伟达总市值突破5万亿美元，成为史上首家市值跨越这一里程碑的上市公司。 高达5万亿美元的总市值，超过英、法、德等国家的股市总市值，且正 逼近印度股市总价值（5.3万亿美元）。截至周三收盘，英伟达涨近3%，报207.04美元，盘中一度涨超5%。美国银行全球研究将英伟达目 ...

10月29日，A股上证指数盘中再度冲击到4000点上方，截至上午收盘，万得全A成交额已超过1.4万亿元，半日成交有所放大。 板块方面， 基本金属、电工电网、券商等板块领涨，涨幅均超过2%。 | Ａ股 | 港股 | 全球 美股 | 星金 E == | | --- | --- | --- | --- | | 已为您生成昨日市场智评 | | | 查看 | | 行业板块 | [G | | | | 涨幅榜 | | 资金净流入 | 5日涨幅榜 | | 基本金属 | | 林木指数 | 电工电网 | | +2.84% | | +2.70% | +2.61% | | 贵金属 | | 券商指数 | 化肥农药 | | +2.37% | | +2.28% | +2.06% | | 概念板块 | 13 | | | | 涨幅榜 | | 资金净流入 | 5日涨幅榜 | | 海南省国资 | | 量子材料 | 高低压设备精选 | | +7.28% | | +5.34% | +4.73% | // 多个产业受益 // 近日，"十五五"规划建议全文发布，建议提出，加快新能源、新材料、航空航天、低空经济等战略性新兴产业集群发展，推动量子科技、生物制 ...

Core Insights - The public fund industry in China has generated over 8 trillion yuan in profits for investors from 1998 to Q3 2025, marking a historical high. In 2025 alone, profits exceeded 2.7 trillion yuan, highlighting the role of public funds in wealth management and high-quality development [2] - As of Q3 2025, the total market size of public funds reached approximately 36 trillion yuan, indicating continuous expansion and growing investor confidence in the market [2] Fund Market Overview - By the end of Q3 2025, the public fund market size reached 35.85 trillion yuan, reflecting a quarter-on-quarter increase of 6.30% [6] - The breakdown of fund types shows that equity funds accounted for 5.37 trillion yuan, mixed funds for 3.80 trillion yuan, and bond funds for 10.67 trillion yuan, with notable growth in equity funds at 25.48% [7] - In Q3 2025, a total of 477 new public fund products were launched, raising over 360 billion yuan, which is a quarter-on-quarter growth of over 30% [4] ETF Market Performance - The ETF market showed remarkable performance in Q3 2025, with a total size of 5.63 trillion yuan, representing a quarter-on-quarter growth of over 30% [19] - The top ten ETFs by profit in Q3 were predominantly broad-based ETFs, with profits exceeding 10 billion yuan each, confirming the positive returns for investors in a bullish market [11] Profit Distribution - The overall net profit of public funds in Q3 2025 surpassed 2 trillion yuan, with the top 20 fund companies generating significant profits, led by E Fund with 2,972.43 billion yuan [16][4] - The top five funds by profit included the CSI 300 ETF and the ChiNext ETF, with profits ranging from 694.15 billion yuan to 326.09 billion yuan [12] Asset Allocation Trends - By Q3 2025, bond assets accounted for 52.81% of the total allocation, while cash assets rose to 13.11% [28] - The market value of A-shares held by public funds exceeded 7 trillion yuan, indicating a strong focus on equity investments [31] Fund Issuance Trends - The issuance scale of public funds in Q3 2025 exceeded 360 billion yuan, with bond and equity funds making up 83.43% of the total issuance [62][64] - The issuance of new funds reflects a strong market interest in both equity and stable income assets, with stock and bond funds leading the way [4]