据环球时报援引路透社15日消息， 委内瑞拉反对派领导人马查多表示，她于15日将自己的诺贝尔和平奖 授予美国总统特朗普。 马查多称这次会面"非常顺利"，并告诉记者，她颁发奖章是为了表彰他"为委内瑞拉人民自由所做出的贡 献"。 另据美国有线电视新闻网（CNN）报道，该奖章目前由美国总统特朗普持有，白宫一名官员证实，特朗普 将留存这枚奖章。 特朗普14日接受路透社采访时，被问及是否希望马查多将奖项赠予自己，他回应称："不，我从没这么说 过。是她赢得了诺贝尔和平奖。" 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , 未 经 授 权 禁 止 转 载 ， 否 则 将 追 究 相 应 法 律 责 任 。 看券商中国 知天下财经 F 来源：环球时报 责编：王璐璐 校对：高源 百万用户都在看 上交所出手，暂停国晟科技部分投资者账户交易！浙江证 ...

Core Viewpoint - Nomura Orient International Securities has appointed Wang Xuyang as the new General Manager, responsible for the company's strategic planning and business operations, while the former General Manager, Kitamura Akira, has taken on the role of Chairman [1]. Group 1: Leadership Changes - Wang Xuyang has nearly 30 years of experience in international capital markets and the Chinese securities market, with a background that includes roles at Goldman Sachs and other financial institutions [2]. - The company has updated its executive team, with new appointments including Kanazuka Masayuki as Assistant General Manager, and others overseeing various business segments such as brokerage, asset management, and compliance [3]. Group 2: Company Overview - Nomura Orient International Securities was established in 2019 and is one of the first foreign-controlled securities companies approved by the China Securities Regulatory Commission under the new regulations [3]. - The company focuses on wealth management while also engaging in institutional, asset management, proprietary trading, and research services, with plans to gradually expand its business in China [3]. - In 2024, the company reported revenue of 139 million yuan, an increase of 18.64% year-on-year, but also incurred a loss of 129 million yuan [3].

Group 1 - The core viewpoint of the article highlights the escalation of U.S. military presence in the Middle East amid rising tensions with Iran, including the deployment of an aircraft carrier and additional missile defense systems [1][2][3] - The U.S. is expected to increase its military forces in the region to provide options for President Trump regarding potential military action against Iran [2][3] - The U.S. Treasury has announced sanctions against multiple Iranian individuals and entities, including 11 individuals and 13 entities, in response to recent unrest in Iran [3] Group 2 - The U.S. military is withdrawing some personnel from the Al Udeid Air Base in Qatar, which is the largest U.S. military base in the Middle East, as part of a strategy to address current regional tensions [4][5] - Iranian officials have suggested that the U.S. withdrawal may be part of a psychological warfare strategy against Iran [4][5] - Iran's Foreign Minister has condemned the U.S. and Israel for allegedly supporting violent protests in Iran, claiming that these actions have led to unrest and casualties among civilians and security personnel [6][7]

Core Viewpoint - The trading activity of broad-based ETFs has significantly increased, reflecting a shift in investor participation methods amid market volatility [3][4][5]. Group 1: Trading Activity - On January 15, seven ETFs had trading volumes exceeding 10 billion yuan, including major indices like CSI 300 and ChiNext [3][4]. - Notably, the Southern CSI 500 ETF and the Huatai-PB CSI 300 ETF each surpassed 20 billion yuan in single-day trading volume, indicating heightened market interest [4]. - The Southern CSI 500 ETF achieved a record single-day trading volume of 26.33 billion yuan, surpassing its previous high from October 2024, demonstrating increased capital participation [4]. Group 2: Performance and Investor Behavior - The broad-based ETFs have shown stable performance since the beginning of the year, with several products reporting positive returns; for instance, the ChiNext ETF has exceeded 10% returns, while the Southern CSI 500 ETF and ChiNext ETF have both surpassed 5% [4]. - The increase in trading activity reflects a broader trend where investors are opting for ETFs to manage market exposure amid rising uncertainties in individual stocks and sectors [5][6]. Group 3: Long-term Trends - The rise in trading volumes for broad-based ETFs is also linked to the growing acceptance of index-based investment strategies, with more participants using ETFs not just for long-term allocation but also for short-term market timing [6]. - Improved liquidity conditions and a more comprehensive product system have enhanced the functionality of broad-based ETFs, contributing to their increased trading activity as a sign of market maturity [6].

Core Viewpoint - The article emphasizes the importance of diversified asset allocation in navigating market uncertainties, suggesting that a multi-asset approach can serve as a "ark" to weather market volatility [1]. Group 1: Evolution of Multi-Asset Investment - E Fund has developed a comprehensive multi-asset investment research system over nearly 20 years, evolving from "fixed income+" to a multi-asset and multi-strategy approach [2]. - The firm began its multi-asset investment journey in 2006, launching its first mixed-asset fund in 2013, and established a dedicated multi-asset investment division in 2020 [3]. - As of Q3 2025, E Fund's multi-asset management scale has surpassed 1 trillion yuan, with over 160 billion yuan in public fund management, leading the industry [4]. Group 2: Investment Strategy and Structure - E Fund's multi-asset strategy involves a systematic combination of various asset classes, emphasizing that each asset type plays an equally important role in the portfolio [4]. - The investment process requires both top-down macro analysis and bottom-up asset evaluation, necessitating a comprehensive understanding of market dynamics [5][6]. - The firm has established a matrix management structure to enhance collaboration across different investment teams, ensuring a holistic approach to multi-asset investment [6][7]. Group 3: Research and Development - E Fund's research teams are organized into specialized groups focusing on asset allocation, equities, bonds, and alternative investments, allowing for in-depth analysis and strategy development [7]. - The firm promotes cross-departmental collaboration, enabling research resources to be shared and enhancing the overall investment process [8][9]. - A strong emphasis is placed on process management and closed-loop management to ensure effective investment decision-making and risk management [10]. Group 4: Diverse Product Offerings - E Fund has created a diverse product matrix catering to different risk and return profiles, including low, medium, and high volatility products [12]. - The firm’s low-volatility products strictly control equity exposure, while medium and high-volatility products allow for greater equity allocation to achieve higher long-term returns [12]. Group 5: Investment Personnel and Methodologies - E Fund has developed a generational talent pipeline, with experienced managers like Zhang Qinghua and Zhang Yajun leading the way in multi-asset investment strategies [14]. - Each fund manager employs distinct methodologies, such as Yang Kang's focus on "asymmetry" and Hu Wenbo's emphasis on mean reversion, to optimize portfolio performance [19][20]. - The firm aims to provide investors with diversified cross-asset solutions through a collaborative and evolving investment platform [21].

当地时间1月15日，总台记者获悉，芬兰国防部宣布，芬兰将派遣两名联络官前往格陵兰岛，探讨开展联合训 练活动的可能性。据芬兰国防部称，格陵兰岛自治政府和丹麦国防部已决定继续与北约盟国在格陵兰岛举行武 装部队联合演习。芬兰国防部表示，加强北极地区的安全保障需要北约加大投入。 责编：汪云鹏 校对：王朝全 百万用户都在看 突发！美军，异动！伊朗，关闭领空！ AI大牛股，停牌核查！多只A股，紧急提示风险！ 上交所出手，暂停国晟科技部分投资者账户交易！浙江证监局也有动作 "降息大门关闭！"美联储，预期突变！美国重磅数据出炉！ 局势升级！俄罗斯，大规模袭击！发射7枚巡航导弹！英国，重大宣布！ 利好突袭！杭州"六小龙"，传出大消息！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 ...

Core Viewpoint - The article highlights a positive trend in the U.S. stock market driven by strong earnings reports from major financial institutions and optimistic guidance from TSMC, which has reignited investor interest in technology stocks [2][4]. Financial Sector Performance - U.S. stock indices collectively rose, with the Dow Jones up 0.60%, Nasdaq up 0.25%, and S&P 500 up 0.26% as of January 15 [4]. - Major financial stocks surged, with Morgan Stanley rising nearly 6% to reach a historical high, and Goldman Sachs and Citigroup both increasing over 4% [4]. - BlackRock, the world's largest asset management company, saw its assets under management reach a record $14.04 trillion, increasing by 5.9% in Q4 [4]. Earnings Reports - Morgan Stanley reported Q4 revenue of $17.89 billion, a 10.3% year-over-year increase, exceeding market expectations of $17.77 billion, with earnings per share at $2.68, surpassing the forecast of $2.44 [4]. - Goldman Sachs disclosed Q4 revenue of $13.45 billion, a 3% year-over-year decline, slightly below expectations, but Non-GAAP earnings per share reached $14.01, significantly exceeding the forecast of $2.25 [4]. TSMC's Impact on Technology Stocks - TSMC's Q4 gross margin exceeded 60% for the first time, with net profit reaching $16 billion, a 35% year-over-year increase, surpassing analyst expectations [5]. - TSMC plans to significantly increase capital expenditures to $56 billion in 2026, a 37% increase from 2025, to capitalize on AI opportunities, with revenue growth expectations close to 30% [5]. - Following TSMC's report, its stock rose 4.4%, contributing to a broader rally in semiconductor stocks, with the Philadelphia Semiconductor Index up 1.76% [5]. Federal Reserve Policy Signals - Recent labor market data showed initial jobless claims fell to 198,000, significantly below the expected 215,000, alleviating concerns about labor market weakness [8]. - Several Federal Reserve officials indicated support for pausing interest rate cuts in the upcoming meeting, citing a stable labor market and persistent inflation pressures [8]. - Chicago Fed President Austan Goolsbee emphasized the need to bring inflation down to 2%, while other officials expressed caution against further rate cuts due to ongoing inflation concerns [8].

Core Viewpoint - The Financial Regulatory Administration has outlined five key tasks for 2026, with a primary focus on risk resolution for small and medium-sized financial institutions [1][2]. Group 1: Risk Management - The resolution of risks in small and medium-sized financial institutions remains the top priority, emphasizing the need to effectively manage existing risks and prevent new ones [2]. - The regulatory body has consistently prioritized the reform and risk resolution of small and medium-sized financial institutions for three consecutive years [2]. - The number of high-risk institutions and the scale of high-risk assets have significantly decreased from their peak levels, with many provinces achieving "dynamic zero" for high-risk small institutions [2]. Group 2: Real Estate and Local Government Debt - The meeting highlighted the importance of establishing a normalized urban real estate financing coordination mechanism to support the resolution of financing platform debt risks [3]. - The focus is on creating a new model for real estate development while ensuring compliance with legal frameworks [3]. Group 3: Financial Quality and Regulation - The meeting stressed the need for a coordinated approach to enhance the quality of financial services while reducing the number of institutions [3]. - There is a commitment to address disordered competition and to regulate industry practices effectively [3]. - The regulatory framework will focus on substantial risks and practical issues, enhancing the capacity for legal regulation and implementing tiered supervision [3]. Group 4: Financial Support for Economic Development - The "Five Major Articles" of finance remain a key task, emphasizing the integration of investments in both physical assets and human capital [4]. - There is a push to strengthen financial support for major strategies, key areas, and vulnerable sectors, particularly in promoting consumption and expanding investment [4]. - The financial sector aims to better support small and micro enterprises and optimize financial services for new employment groups [4].

多只牛股，最新公告！ 1月15日晚间，6连板志特新材公告，公司股票停牌核查结束，将于1月16日开市起复牌。志特新材表示，公司 业务不涉及AI应用、人工智能、量子科技、机器人及商业航天领域，亦未形成相关收入。 志特新材是今年A股市场上最牛的个股，今年的前6个交易日，该股全部收获20cm涨停。截至停牌前，志特新 材今年累计涨幅达198.6%。 同日晚间，近期商业航天板块的大牛股，11天10板的*ST铖昌公告，停牌核查工作已完成，股票自1月16日开 市起复牌。*ST铖昌称，公司股票短期涨幅高于同期行业及上证涨幅，但公司基本面未发生重大变化，存在较 大的交易风险，请广大投资者注意交易风险。 在停牌3个交易日后，志特新材1月15日晚间公告，公司股票自1月5日至1月12日连续6个交易日涨停，股票价格 涨幅为198.57%，股价波动较大，投资者较为关注。经公司申请，公司股票自1月13日开市起停牌。停牌期 间，公司就股价波动的相关事项进行了核查。鉴于相关自查工作已完成，公司股票将于1月16日开市起复牌。 志特新材表示，公司股价短期内涨幅较大，显著偏离大盘指数，但公司基本面未发生重大变化，目前公司股价 严重偏离基本面，存在市场 ...

Core Viewpoint - Visa has announced support for Chinese-issued Visa cards to be linked to Apple Pay, breaking the previous exclusivity of UnionPay cards in China [1][2][3] Group 1: Initial Banks and Partnerships - The first eight banks to support this initiative include Industrial and Commercial Bank of China, Bank of China, Agricultural Bank of China, Bank of Communications, China Merchants Bank, CITIC Bank, Ping An Bank, and Industrial Bank [2] - Visa is also collaborating with Shanghai Pudong Development Bank, China Construction Bank, Minsheng Bank, and China Everbright Bank for future support [2] Group 2: Consumer Benefits and Promotions - Consumers can now use Apple Pay with Visa cards for contactless payments abroad, eliminating the need to carry a physical Visa card [2][4] - Various promotional activities have been launched by the initial banks to attract customers, including cashback offers and incentives for using Apple Pay with Visa cards [4][5] - For example, China Merchants Bank offers a 1% cashback on all overseas transactions made with Apple Pay linked Visa cards, while Ping An Bank provides a $5 cashback for transactions over $5.01 [4][5] Group 3: Technological Advancements - Visa has emphasized its investment in data and payment security, introducing payment tokenization services to enhance security in cross-border transactions [6][8] - Payment tokenization removes sensitive information during online or mobile shopping, significantly reducing fraud risks [6] - The integration of Visa cards with Apple Pay allows for the application of payment tokenization in more overseas payment scenarios, improving convenience and security for cardholders [6][7] Group 4: Security Features - When a China Merchants Bank Visa card is linked to Apple Pay, the actual card number is not stored on the device or Apple's servers, enhancing security [8] - A unique Device Account Number is generated and encrypted for secure storage, ensuring that payment information is protected [8]