特朗普29日与以色列总理内塔尼亚胡在佛罗里达州会晤后对记者说："我很想解雇他，但我们（离鲍威尔任期结束）很近了。" | 股指 | 股指期货 | 商品 | ×块链 汇市 | | --- | --- | --- | --- | | 美国标普 500 | | | 6,986.50 | | © 8:37:54 ESH26 | | | -18.50 (-0.26%) | | Dow Jones | | | 49,604.00 | | 0 8:37:55 YMH26 | | | -122.00 (-0.25%) | | 纳斯达克 100 | | | 25,835.00 | | 0 8:37:54 NQH26 | | | -103.25 (-0.40%) | | S&P 500 VIX Derived | | | 16.43 | | 0 8:45:57 VX | | | -1.44 (-8.06%) | | 美国小型股 2000 | | | 2,633.30 | | © 8:37:52 RTYH26 | | | -3.60 (-0.14%) | 鲍威尔遭刑事调查 1月12日，据CCTV国际时讯援引《纽约时报》报道，美国哥伦 ...

融资融券余额屡创新高之际，全年两融新开户数据正式公布。 近日，中证数据有限责任公司（简称"中证数据"）披露，2025年融资融券新开户数达154.2万户，较2024年的100.85万户大幅增长52.9%。这也是两 融新开户数自2023年以来连续第三年保持增长。 值得关注的是，进入2026年，A股市场迎来"开门红"，两融余额持续攀升，目前已突破2.6万亿元，创历史新高。 业内分析指出，预计2026年两融市场将从2025年的"高速扩张期"过渡到"高质量增长期"，全年余额中枢有望达到2.8万亿元至3万亿元，较2025年底 的2.55万亿实现稳步增长，但增速将较去年的爆发式扩张有所放缓。 两融新开户同比增长超五成 作为A股市场重要的信用交易工具，两融规模的扩张有助于提升市场流动性与活跃度，为市场注入增量资金，因而被称作"牛市加速器"。 自2024年9月24日以来，A股市场逐步回暖，投资者对杠杆资金的需求也相应上升。 中证数据最新数据显示，2025年12月单月，融资融券新开户数为14.7万户，同比微增0.88%；而2025年全年新开户数达到154.2万户，同比显著增长 52.9%。2025年仅10月和11月较2024年同 ...

Core Viewpoint - Recent penalties have been imposed on several securities firms, including Xinda Securities, Jianghai Securities, and Guoxin Securities, highlighting issues related to compliance and risk management in the industry [1][5]. Summary by Sections Penalties on Xinda Securities - Xinda Securities' Wenzhou Oujiang Road branch received a warning from the Zhejiang Securities Regulatory Bureau due to inadequate control over margin trading and securities lending (two-in-one) operations, leading to client circumvention of regulations [2]. - The branch was found to have three main issues: insufficient control measures for two-in-one operations, ineffective monitoring of abnormal trading behaviors, and inadequate employee management and compliance oversight [2]. Regulatory Measures - The China Securities Association released guidelines to manage client trading behaviors in margin trading, emphasizing front-end control, risk monitoring, and post-event management to prevent circumvention of regulations [3]. - Since 2025, multiple securities firms have improved their margin trading contract rules to prevent investors from engaging in circumvention operations [4]. Penalties on Jianghai and Guoxin Securities - Jianghai Securities' Harbin Hongjun Street branch was penalized for failing to execute client follow-up procedures adequately and for incomplete documentation, violating compliance management regulations [5]. - Jianghai Securities also faced penalties for issues related to third-party involvement in client solicitation and inadequate management of employees, including hiring unqualified personnel [5]. - Guoxin Securities' Nanchang Green Road branch was penalized for providing investment advisory services without proper registration and for accepting client commissions without compliance, reflecting poor internal controls [6]. Regulatory Environment - The regulatory authorities have adopted a strict stance against violations in the securities industry, issuing over 300 penalties in 2025, affecting nearly 80 firms, with brokerage business being a major area of concern [6].

Core Viewpoint - The A-share market experienced a strong start in 2026, with the Shanghai Composite Index surpassing 4100 points and the Shenzhen Component Index exceeding 14000 points, marking significant highs in recent years. Institutional investors, particularly public funds, had already positioned themselves ahead of this rally, leading to substantial gains in various sectors such as commercial aerospace, semiconductor chips, and innovative pharmaceuticals [1][5]. Group 1: Fund Manager Strategies - Fund managers proactively increased their positions in late 2025, anticipating a spring market rally, with many reducing their exposure during market downturns in late 2025 [2][3]. - A notable fund manager highlighted the importance of macroeconomic indicators, such as stabilizing PMI data and a shift in overseas liquidity expectations, which prompted them to increase their holdings in semiconductor stocks, particularly storage chips, leading to over 15% returns in the recent rally [2][3]. - Institutional investors' early positioning is evidenced by several companies' buyback announcements, revealing that many fund managers had increased their stakes in key stocks during the fourth quarter of 2025 [3]. Group 2: Market Performance and Sector Highlights - The first week of 2026 saw ten funds achieving over 20% returns, with significant contributions from sectors like commercial aerospace and technology [5][6]. - The commercial aerospace sector emerged as a standout performer, with the China Satellite Industry Index rising by 85.7% from November 24, 2025, to January 9, 2026, and several key stocks experiencing over 200% gains [5][6]. - The semiconductor industry, particularly storage chips, is benefiting from increased demand driven by advancements in AI technology, with funds heavily invested in this sector reporting substantial profits [6][7]. Group 3: Future Market Outlook - Analysts predict a volatile market in 2026, with a positive sentiment expected in the first quarter, particularly for growth sectors like semiconductors and artificial intelligence [4][8]. - The macroeconomic environment, including favorable policies and improving economic fundamentals, is seen as a driving force for the continuation of the current market rally [8][9]. - Investment strategies are expected to focus on both technology and cyclical sectors, with potential price increases in industries like lithium batteries anticipated due to supply constraints and recovering demand [9][10].

Core Viewpoint - The article highlights a positive outlook for Chinese technology stocks, with expectations of significant profit growth by 2026, potentially surpassing the "Big Seven" tech companies in the US for the first time since 2022 [1][4]. Group 1: Market Performance - Last week, A-share technology stocks experienced a substantial increase, with sectors like AI applications and semiconductors seeing gains of over 10% [2]. - An Asian technology index has risen approximately 6% this year, outperforming the Nasdaq 100 index, which increased by 2% [3]. Group 2: Investment Sentiment - Major financial institutions, including Goldman Sachs and Citigroup, maintain a positive outlook on the Asian technology sector, driven by surging demand for AI and reasonable valuations [3]. - The Chinese market is identified as a crucial component for investing in Asian technology stocks, fueled by advancements in AI development and supportive government policies [3]. Group 3: AI Applications and Opportunities - The AI industry is witnessing rapid developments, with new policies and significant company listings, such as MiniMax and Zhiyuan AI, indicating a growing interest in AI applications [5][6]. - The upcoming release of DeepSeek's V4 model is anticipated to enhance programming capabilities and improve understanding of data patterns, potentially sparking a new wave of AI application enthusiasm [5]. Group 4: IDC Industry Outlook - The IDC industry is expected to see improved supply-demand dynamics due to increased capital expenditure on AI and a rise in acceptance of domestic computing power [7]. - By 2026, the industry may enter a phase of order recovery and profit release, with conditions favorable for valuation recovery [7].

据央视新闻消息，当地时间11日，伊朗官方信息称，伊朗全国范围已有111名安全部门人员在近期骚乱期间维 持秩序过程中丧生。 伊朗政府11日宣布为骚乱期间死难的"烈士"举行为期三天的全国哀悼，并号召民众于12日举行游行以表达 对"恐怖犯罪分子"暴力行为的谴责。 据了解，特朗普正在考虑所有选项，但尚未做出决定。据美国官员称，特朗普定于13日听取关于应对伊朗抗议 活动的具体选择的简报。 综合自：央视新闻 责编：罗晓霞 校对： 刘榕枝 百万用户都在看 "降息大门关闭！"美联储，预期突变！美国重磅数据出炉！ 利好突现！A50，异动！ 大动作！"国家队"，重磅出手！ 中共中央政治局常务委员会召开会议 近日，伊朗因物价上涨和货币贬值爆发示威活动，多地发生骚乱，造成人员伤亡。伊朗最高国家安全委员会9 日发表声明说，在美国和以色列策划和控制下，此次抗议活动演变为对国家安全的破坏。 当地时间12日，伊朗德黑兰省省长表示，部分抗议者在9日晚间"选择了自己的路"，但相比之下，11日晚抗议 群体大幅减少，不再那么令人担忧。 另据新华社报道，伊朗总统佩泽希齐扬在伊朗国家电视台11日播出的专访中表示，伊朗政府重视倾听民众诉 求，决心解决好伊 ...

1月11日晚，闫学晶在朋友圈发文致歉， 红星新闻记者从相关渠道获悉，这确实是闫学晶朋友圈所发。 文中提到，" 我是闫学晶。我怀着十分沉重的心情，向大家诚恳道歉！" "事情刚出来那一两天，我整个人是懵的。看到网上那么多人说我，我第一反应是惊讶、委屈，但等我真 正鼓起勇气，仔细看大家的批评时，才一下子被戳醒了。 " 闫学晶称： 大家批评的，不是"闫学晶说错话"，而是"闫学晶怎么变成这样了"。想到这儿，我开始认真 审视自己，这根本不是一句"没说对"或者"没把握好"那么简单，而是我的思想出了严重的偏差。 她提到： 我从小在普通家庭长大，是父老乡亲和生活的烟火气喂大了我的艺术生命。我一直以为我都记 得，不会忘。可实际上时间长了，环境变了，听着掌声、捧着鲜花，慢慢习惯了被人捧着，却忘了本，我 见了更大的世面，却不知不觉把这当成了一种"优越感"，忘了自己的过去。 以下为道歉全文： 真诚致歉 大家好: 我是闫学晶。我怀着十分沉重的心情,向大家诚 恳道歉! 事情刚出来那一两天,我整个人是懵的。看到网 上那么多人说我,我第一反应是惊讶、委屈,但等我 真正鼓起勇气,仔细看大家的批评时,才一下子被戳 醒了。那些留言句句扎心:"你忘了 ...

Group 1 - The market is currently experiencing a high level of enthusiasm, with a focus on theme stocks and small-cap stocks, while traditional investment funds are more cautious [2] - The expectation is that the market will continue to show a pattern of oscillation and upward movement until the National People's Congress, driven by improved domestic demand expectations [2] - There is a recommendation to focus on resources and traditional manufacturing sectors, as well as to increase allocation in non-bank financials to reduce portfolio volatility [2] Group 2 - A-share valuations are expected to continue to rise, with a potential rebound in overall ROE by 2026, influenced by factors such as increased profits from emerging industries and a slowdown in PPI [3] - The influx of certain types of funds, including regulatory, insurance, and bank wealth management funds, is seen as a solid foundation for the A-share market [3] - The market is likely to see a continuation of the spring rally, with a focus on small-cap stocks and potential adjustments providing good entry points for investors [3] Group 3 - The current market environment suggests limited downside risk and significant potential for upward movement, particularly in the commercial aerospace sector, which is experiencing positive changes [5] - The market is characterized by a concentration of themes and strong trading sentiment, with upcoming earnings reports expected to drive structural adjustments [5] - There is a focus on sectors such as AI, semiconductor, and resource price increases as key areas for investment [9] Group 4 - The spring rally is supported by improved liquidity and a favorable economic environment, with expectations of continued strong performance in the A-share market [6] - The focus on technology and growth sectors is expected to provide significant investment opportunities, particularly in AI applications and commercial aerospace [11] - The market is likely to remain strong leading up to the Spring Festival, with a focus on sectors benefiting from policy support and economic recovery [14]

法拍折价"安全垫"或难抵股价下行风险。 近日京东司法拍卖网站显示，锦龙股份6900万股司法拍卖结束，仅有2名自然人以底价拍下合计600万股。 具体来看，上述股份共被拆分为20个标的，其中19个标的各为350万股，起拍价均为3883.95万元；另一标的为250万股，起拍价2774.25万元。所有标的起拍价合计 为7.66亿元。 上述股份均由锦龙股份实际控制人杨志茂的配偶朱凤廉持有，此次拍卖数量在朱凤廉所持股份中的占比高达52.23%，在公司总股本比例中为7.70%。 不过上述拍卖进展并不顺利，在为期一天的拍卖里，20个标的仅迎来2名自然人报名。最终曹贤斌、王梓旭双双以底价分别拍下250万股、350万股。其余18个标的 无人报名，全部流拍。 谈及此次流拍原因，有市场人士分析认为，挂牌价吸引力不高，且本次流拍后的二次拍卖会进一步折价。根据券商中国记者计算2025年至今锦龙股份历次司法拍卖 起拍价对应的股价情况，本次起拍价对应的股份单价约为11.10元/股，为历史第二高位。2025年锦龙股份有多次拍卖价格低于10元/股。 这主要因为锦龙股份历次司法拍卖起拍价的定价方式，大多时候按照股票竞拍日前二十个交易日的7折或8折 ...

"巨无霸"ETF分红了！ 分红机制强化，提升ETF对长期资金吸引力 华泰柏瑞基金长期以来高度重视指数产品的分红安排与投资者体验。若计入本次分红，沪深300ETF华泰柏瑞 自2012年5月4日成立以来的十几年间，已累计实施14次分红，持续向持有人回馈收益，在境内ETF产品中保持 了相对稳定、可持续的分红记录。 1月11日晚间，华泰柏瑞基金公告称，沪深300ETF华泰柏瑞将实施现金分红，每10份基金份额派发现金红利 1.23元。 这是该ETF每10份基金份额分红首次突破1元 。权益登记日为1月16日。按最新基金份额测算，本次 分红总额或接近110亿元，有望创下境内ETF单次分红新高。 随着上市公司分红约束机制持续强化，A股市场分红氛围不断升温，分红逻辑正由上市公司层面向投资工具端 延伸。在此背景下，权益ETF分红规模加快扩张，头部宽基ETF频频实施大额分红，其在长期资金配置体系中 的基础配置价值亦有望进一步显现。 沪深300ETF华泰柏瑞启动分红，规模或创新高 1月11日晚间，华泰柏瑞基金发布公告。继去年实施83亿元分红后，沪深300ETF华泰柏瑞再次启动大额现金分 红安排。按照最新披露的方案，该产品本次每10份 ...