9月29日，浙江金华东阳市公安局发布警情通报： 日前网上流传的"短剧导演熬夜猝死"信息，经核查，系谣言。 现查明，2025年9月27日晚，马某某(男，35岁)为博取眼球、引起关注，拼接网络截图并编造短剧导演李 某某熬夜猝死的不实信息发布至网络，后引发舆论关注，造成不良社会影响。 目前，马某某因虚构事实扰乱公共秩序，违反《中华人民共和国治安管理处罚法》相关规定，已被依法行 政拘留。 警方提醒：网络不是法外之地，对于以博取流量为目的，利用互联网恶意炒作编造散布虚假信息，扰乱公 共秩序的违法犯罪行为，公安机关将始终坚持"零容忍"态度，坚决依法查处。 突然！俄罗斯，发动大规模袭击！ 来源：浙江经视综合 东阳公安、杭州日报 责编：杨喻程 校 对：苏焕文 百万用户都在看 停牌！多只A股，集体公告！ 证监会：立案！A股公司，公告！ 罕见！几百名将军，被召回！美军秘密会议，细节曝光 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com ...

特朗普表示，内塔尼亚胡谈及了伊朗问题、贸易、《亚伯拉罕协议》以及结束加沙冲突。 特朗普称，内塔尼亚胡接受了他提出的加沙和平计划（加沙"20点计划"），已非常接近达成协议结束加沙地带 冲突。特朗普表示，如果哈马斯接受加沙和平计划，将要求释放所有人质。 特朗普说，和平计划包括人质的回归和加沙的非军事化，许多阿拉伯领导人都同意书面计划。特朗普表示，他 认为哈马斯会给出积极答复。如果哈马斯拒绝协议，他将全力支持以色列摧毁哈马斯。 中东，传来重磅消息！ 当地时间29日，美国总统特朗普在白宫与以色列总理内塔尼亚胡会谈后宣布，内塔尼亚胡已同意美方就结束加 沙冲突提出的"20点计划"。与此同时，特朗普敦促哈马斯同意这一方案。 当天，在纽约时段的交易中，以色列的货币大幅飙升，谢克尔对美元汇率一度上涨1.9%至3.2859，收盘时上涨 1.76%。周二亚洲交易时段，以色列货币继续上涨，谢克尔对美元汇率一度触及3.2796，为2022年8月以来的最 高水平。 在资本市场上，29日当天，追踪以色列股票的iShares MSCI以色列ETF收涨3.6%，创2008年以来的最高收盘 价。同日，特拉维夫TA35指数微跌0.10%，该指数此 ...

Core Viewpoint - The article highlights the increasing participation of A-share listed companies in China's futures and options markets, indicating a growing trend in risk management through hedging strategies. Group 1: Market Participation - As of the end of 2024, 529 out of 5383 A-share listed companies participated in futures and options trading, representing 9.8% of all listed companies and 35.8% of market capitalization [2] - The number of companies involved in commodity futures and options reached 509, accounting for 9.5% of all listed companies, with a market cap exceeding 30% [2] - The average market capitalization of companies participating in commodity futures and options was 666.9 million, a 22.1% increase from 2023, significantly higher than the overall market average of 183.6 million [3] Group 2: Risk Management Strategies - Over 50% of the total cumulative positions held by non-financial listed companies in 2024 were for hedging purposes, marking a 15 percentage point increase from 2023 [3] - The number of listed companies using derivatives for hedging has surged, with 440 companies publishing 713 hedging-related announcements by August 2025, a 167% increase from the same period in 2024 [4] Group 3: Sector-Specific Insights - State-owned listed companies showed strong influence in the commodity futures and options market, with nearly 40% of such companies participating and accounting for nearly 80% of total positions [3] - The participation in commodity futures included 116 different products, with high engagement in copper, aluminum, silver, gold, lithium carbonate, rebar, and hot-rolled coil [3] Group 4: Market Trends - The options market has seen record high positions, with a peak of 13.48 million contracts in August 2025, reflecting a 207% increase in average daily positions compared to 2022 [6] - The number of listed options has expanded, with 62 products currently available, covering major categories such as energy and agricultural products [6]

Core Viewpoint - The article discusses the positioning of private equity funds ahead of the National Day holiday and their outlook for the market post-holiday, indicating a generally optimistic sentiment among private equity managers [2][10]. Group 1: Private Equity Fund Positioning - Over 65% of private equity funds are opting for heavy or full positions during the holiday, believing that external market disturbances will be limited and that domestic fundamentals and policy environments provide a solid safety margin [4][5]. - The stock private equity position index reached 78.41% as of September 19, marking a new high for the year, reflecting a trend of increased positions among private equity funds [4][10]. Group 2: Market Outlook Post-Holiday - Approximately 70.19% of private equity managers hold an optimistic view on the A-share market post-holiday, expecting a gradual recovery driven by policy and capital [6][11]. - 62.50% of private equity funds anticipate a balanced market style post-holiday, with rotation among technology growth, value blue chips, and white horse stocks [7]. Group 3: Investment Focus Areas - 59.62% of private equity funds are focusing on technology growth sectors, particularly AI, semiconductors, humanoid robots, smart driving, and innovative pharmaceuticals, which are seen as key drivers for future economic transformation [7][8]. - 21.15% of private equity funds are optimistic about the valuation recovery in the new energy and real estate sectors, expecting rebound opportunities as industry policies become clearer [7]. Group 4: Market Dynamics and Strategies - The article suggests that the current market is in a "slow bull" phase, with expectations of continued structural opportunities in the stock market, particularly in high-growth sectors and stable value stocks [10][11]. - The upcoming third-quarter earnings reports are expected to play a crucial role in determining market rotation, with high-growth stocks and stable value stocks alternating in attracting capital [10].

据新华社9月30日消息，日前，中共中央决定：王伟中同志任内蒙古自治区党委委员、常委、书记，孙绍 骋同志不再担任内蒙古自治区党委书记、常委、委员职务。 公开简历显示，王伟中，男，汉族，1962年3月生，研究生，中共党员。第二十届中央委员。 王伟中曾任科学技术部副部长、党组成员，山西省委常委、秘书长，山西省委常委、太原市委书记等职。 2017年，王伟中任广东省委常委、深圳市委书记，2018年任广东省委副书记、深圳市委书记，2021年12月任广 东省代省长，2022年1月当选广东省省长，至此番履新。 孙绍骋出生于1960年7月， 第二十届中央委员 。他曾任民政部副部长、党组副书记，国土资源部党组书 记、副部长等职，2018年3月任退役军人事务部部长、党组书记 ，2022年4月任 内蒙古自治区党委书记。 百万用户都在看 停牌！多只A股，集体公告！ 突然！俄罗斯，发动大规模袭击！ 证监会：立案！A股公司，公告！ 罕见！几百名将军，被召回！美军秘密会议，细节曝光 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 ...

9月29日，A股市场全面上涨，券商板块爆发，华泰证券、广发证券等多只券商股涨停。值得注意的是，券 商H股板块涨幅更为突出，华泰证券H股盘中涨幅一度接近18%，广发证券H股一度涨超14%。 9月29日，香港证监会最新公布了一组上半年证券业财报，香港证券业净利润在不断创新高的交易额带动下环 比增加14%，增速最明显的业务收入是交易净佣金收入和投资银行，分别为23%、33%，虚拟资产交易的佣金 收入1.28亿港元。 多家非银金融卖方研究团队表示，业绩支撑或为券商股补涨的主要原因，前期回调之后也出现了左侧布局的机 会，预计今年三季度券商板块还会延续较好的业绩。 香港证券业上半年盈利增加14% 据香港证监会最新公布的上半年证券业财务报告，香港证券业在今年上半年维持稳定增长，交易总额由81.1万 亿港元增加22%至99.2万亿港元，其净盈利在创新高的交易额带动下环比（相对2024年下半年）增加14%至289 亿港元。 这主要得益于交易佣金稳步增长，加上开支及利息支出减少，这些均带动盈利上升。增速较高的收入分项包括 来自证券交易的净佣金收入以及就机构融资提供意见的收入，分别增加23%至136亿港元、增加33%至20亿港 元 ...

Core Viewpoint - The implementation of the "Regulations on Tax Information Reporting by Internet Platform Enterprises" will not increase the tax burden for gig workers such as delivery and courier personnel, as those earning below 120,000 yuan annually are generally exempt from taxes [2][4]. Summary by Sections - **Impact on Gig Workers**: Gig workers engaged in delivery and other services will not need to report their income, ensuring that their daily work and income remain unaffected by the new regulations [2][3]. - **Tax Withholding Benefits**: The new cumulative withholding method will reduce the tax burden on gig workers. This method allows for a deduction of 20% of income and a monthly exemption of 5,000 yuan, with a progressive tax rate ranging from 3% to 45% applied thereafter [3][4]. - **Advantages of Cumulative Withholding Method**: Compared to the previous method, which had higher deductions and tax rates, the new method is more favorable for gig workers. Those with monthly incomes below 6,250 yuan will not have to withhold taxes, and even those with higher incomes can benefit from deductions in the following year's tax return [4][5]. - **VAT and Additional Tax Relief**: The regulations also provide for VAT exemptions for small-scale taxpayers with monthly sales below 100,000 yuan, further alleviating the tax burden on gig workers [5]. - **Protection Against Illegal Charges**: Authorities will monitor and address any illegal practices by platforms that may attempt to impose additional charges on gig workers under the guise of tax withholding [5].

Core Viewpoint - China Life Insurance is leveraging digital finance to enhance customer experience and operational efficiency through innovative services like the quick claim service that eliminates the need for traditional claims processes [2][4]. Group 1: Digital Transformation - The company has established a digital operation control center that provides real-time data on sales, compliance, and service metrics, showcasing its commitment to digital transformation [4]. - China Life's insurance app has 160 service functions and 1.6 billion registered users, with over 11 million monthly active users, indicating a strong digital engagement [4][5]. - The company has integrated technology across all business processes, including sales, operations, risk control, and finance, achieving significant improvements in customer experience and operational efficiency [5]. Group 2: Technological Infrastructure - China Life's digital infrastructure is built on a "large backend + small frontend" model, allowing for efficient system integration and rapid deployment of applications [7][8]. - The company has adopted a cloud computing strategy, utilizing a hybrid cloud model to enhance data management and reduce costs [8]. - The implementation of the new insurance contract standards (IFRS17) has been automated, with China Life handling a data volume that is estimated to be equivalent to half of the total policies of the top seven life insurance companies combined [9]. Group 3: Open and Intelligent Development - The company emphasizes a focus on data rather than just technology, aiming to create value through open collaboration and innovation [11]. - China Life is advancing its research and development capabilities by integrating artificial intelligence into its software development processes, achieving approximately 30% code generation assistance [11]. - The company is exploring new business models by leveraging cross-industry experiences and creating a customer-centric service ecosystem that integrates online and offline channels [11][12].

外资重估中国资产。 当地时间9月29日，纳斯达克中国金龙指数涨2.03%，热门中概股集体上涨，哔哩哔哩、阿里巴巴、新东方涨 超4%，理想汽车、京东涨超3%。 全球基金经理正重返中国市场 美东时间9月29日，据彭博社报道，全球基金经理正重返中国市场，这源于在全球范围内领先的股市反弹和中 国高科技产业的进步。 高盛指出，全球对冲基金上个月在中国境内股票市场的活跃度为近年来最高。 Pacific Investment Management Co.表示，投资者现在更担心错失良机，而不是风险。官方数据显示，外资正在 流入中国各类资产，这种同步增长的现象过去十年仅出现过三次。 根据彭博汇编数据，截至9月19日当周，在投资新兴市场的美国上市交易所交易产品中，追踪中国香港和中国 内地股票和债券的产品资金流入规模最大。 摩根士丹利表示，截至8月底，外国多头基金的资金流入规模已达10亿美元，去年则流出170亿美元。 报道称，目前全球基金对中国股市的配置处于"低配"状态，意味着仍有大量空间可以加仓。根据摩根士丹利本 月早些时候发布的报告，全球基金对中国资产的配置仍低配1.3个百分点。 据彭博社最新报道，全球基金经理正重返中国市场。 ...

Core Viewpoint - The price of gold has surged to a new historical high, exceeding $3820 per ounce, significantly impacting demand, particularly in the Chinese market [1][4][6]. Group 1: Gold Price Trends - As of September 29, 2023, the London gold price reached $3827.37 per ounce, marking a 1.82% increase for the day and over 45% increase year-to-date, setting a new historical record [4]. - The London silver price also rose to $46.72 per ounce, with a year-to-date increase of over 61%, reaching its highest level in nearly 14 years [4]. - Goldman Sachs predicts that under a baseline scenario, international gold prices could rise to $4000 per ounce by 2026, with a potential peak of $4500 per ounce under tail risk scenarios [4]. Group 2: Demand Dynamics in China - The rising gold prices have led to a noticeable decline in consumer demand in China, with August showing a continued weak trend in upstream physical gold demand [6]. - The Shanghai Gold Exchange reported a gold outflow of 85 tons in August, a decrease of 9 tons from the previous month, marking the lowest level for August since 2010 [6]. - The World Gold Council noted that the decline in demand is attributed to increased risk appetite among investors, shifting towards the stock market, and a slowdown in sales of gold bars and coins [6]. Group 3: Investment Trends - Despite the high gold prices, there has been a significant increase in investment demand for gold, driven by geopolitical tensions and economic uncertainties [9]. - The Chinese gold market is experiencing a structural shift, with high-value, well-designed gold jewelry gaining popularity, while overall consumption volume is declining [9]. - The domestic gold ETF market has seen a reduction in assets, with the E Fund Gold ETF's circulation dropping from 3.7 billion shares in mid-May to below 3 billion shares [7].