Core Viewpoint - The Guangzhou Housing Provident Fund Management Center has announced an optimization of the housing provident fund withdrawal policy to better meet the housing consumption needs of contributors [2]. Group 1: Policy Changes - Contributors and their spouses can now withdraw housing provident funds to pay for the down payment when purchasing newly sold commercial housing, existing commercial housing, allocated affordable housing, or shared ownership housing within the city's administrative area [2][4]. - Contributors and their spouses can also withdraw funds for the renovation of old elevators in residential properties they own within the city [2][17]. Group 2: Withdrawal Conditions - For purchasing housing, the withdrawal is limited to one time per applicant for the down payment of the same property [5]. - The total amount withdrawn cannot exceed the down payment amount specified in the signed sales contract [6]. - For elevator renovations, each applicant can withdraw once, with the total amount not exceeding the household's share of the renovation costs [18][19]. Group 3: Application Process - Applicants must provide necessary documents, including the signed sales contract and identification, to withdraw funds for the down payment [7][8]. - For elevator renovations, applicants must submit various documents, including property ownership proof and invoices for the renovation costs [21][22]. - The approval process for fund withdrawal will be completed within three working days after submission [20].

Core Viewpoint - The AI healthcare sector is still in its nurturing phase, but the investment enthusiasm has attracted significant QDII fund allocations, with a focus on overseas revenue expansion to address high valuation concerns [1][3]. Group 1: Investment Trends - Public funds are increasingly focusing on AI healthcare, with companies like JingTai Holdings, GuShengTang, YiDu Technology, and iFlyTek actively seeking growth through international expansion [3][4]. - JingTai Holdings has successfully assisted a pharmaceutical company in obtaining clinical trial approval in Australia, highlighting its strong overseas business performance [3]. - YiDu Technology has reported that its international revenue growth significantly outpaces domestic growth, with contributions from Brunei reaching over 100 million yuan, accounting for 14.36% of its total revenue [3][4]. Group 2: Valuation Concerns - Despite the growth potential, fund managers express concerns over high valuations and profitability challenges faced by many AI healthcare companies, leading some QDII funds to prefer US stocks [6][7]. - For instance, Mirxes has a market capitalization exceeding 17 billion HKD, while its competitor Grail, despite having a much larger revenue, has a lower market cap, indicating a premium valuation in the Hong Kong market [6][7]. Group 3: Future Outlook - Some fund managers believe that the current high valuations are linked to the different stages of commercialization, with US companies having a head start [9]. - The AI healthcare sector is expected to see significant growth as domestic companies accelerate their development, particularly in areas like brain-computer interfaces, which are projected to transition from laboratory to clinical applications within 1-2 years [10].

Group 1 - The People's Bank of China (PBOC) emphasizes the need for proactive monetary policy adjustments to stabilize the capital market and enhance the effectiveness of financial measures [2][3] - The PBOC aims to maintain ample liquidity and guide financial institutions to increase credit supply, aligning social financing scale and money supply growth with economic growth and price level expectations [2][3] - The PBOC plans to strengthen the guidance of policy interest rates and improve the market interest rate formation and transmission mechanism [2][3] Group 2 - In August, profits of large-scale industrial enterprises turned from a decline of 1.5% in the previous month to a growth of 20.4%, indicating a positive impact from macro policies and a low base effect from the previous year [3] - The cumulative profit for the first eight months of the year showed a slight increase of 0.9% compared to the same period last year, with improvements across different scales of enterprises [3] Group 3 - Multiple sectors, including non-ferrous metals, artificial intelligence in transportation, and digital economy, received policy support from various government departments [4][5] - The Ministry of Industry and Information Technology and other departments released plans to enhance growth in the non-ferrous metals industry, focusing on high-end product applications and avoiding low-level redundant construction [4] - The government is also promoting the development of digital economy enterprises and supporting their listing and financing [5] Group 4 - The PBOC, the China Securities Regulatory Commission (CSRC), and the State Administration of Foreign Exchange jointly announced support for foreign institutional investors to conduct bond repurchase transactions in the Chinese bond market [6] - This initiative aims to enhance the attractiveness of RMB-denominated bonds and facilitate the interconnection of onshore and offshore financial markets [6] Group 5 - The IPO application of Moore Threads has been approved, signaling a significant support for technology innovation enterprises in the capital market [7] - Moore Threads, known for its GPU products, is positioned to become the first domestic GPU stock if successfully listed [7] Group 6 - Zhongji Xuchuang announced a plan for its major shareholder to reduce holdings by up to 0.49% through block trading, while also distributing cash dividends to shareholders [8] - The company plans to invest in an industry fund, indicating ongoing strategic financial maneuvers [8] Group 7 - Two A-share companies, Meichen Technology and Xinhua Jin, are set to be suspended from trading due to financial discrepancies and related issues, highlighting regulatory scrutiny in the market [9] - Additionally, Fuhuang Steel Structure is under investigation for information disclosure violations, reflecting ongoing regulatory challenges in the industry [10] Group 8 - The National Bureau of Statistics is set to release the PMI monthly report, with market attention on whether the index can return to the expansion zone after recording 49.4 in August [11] - The upcoming data releases and external economic factors, such as the potential U.S. government shutdown, are critical for market sentiment and investment strategies [11]

近日,国家安全部门破获一起直播泄露军事秘密案 件。 一天晚上,家住军用机场附近的陈某在家中闲坐,窗 外突然传来异常密集的低空轰鸣声,他透过窗户观察 到多架飞机在低空飞行。陈某察觉到这一动静后,出 于对网络流量的渴望,他迅速在某直播平台开启实时 直播,将窗外军机的动态画面公之于众。 直播过程中,多名观众在评论区反复警示,提醒陈某 "这是军机、不能直播、会泄露军事秘密、赶紧停播" 等。陈某逐渐意识到所拍摄画面的军用属性及直播行 为的敏感性。然而，面对持续攀升的在线观看人数和 互动热度,陈某在"泼天流量"的诱惑下选择了无视风 险,甚至在接到机场保卫部门电话警告后仍拒绝配 合,并对保卫部门人员进行言语侮辱。 持续近一小时的直播累计观看量超过2万人次,部队 行动、飞机型号及军机起降时间等动态情况持续外 泄,对我军事安全造成了严重威胁。 经国家安全机关调查核实,陈某在明知军事活动严禁 拍摄和公开传播的情况下,仍有意通过网络直播方 式,将军机飞行画面实时向公众传播。其直播内容经 相关部门鉴定为军事秘密。 根据《中华人民共和国刑法》第四百三十二条规定, 违反保守国家秘密法规,故意或者过失泄露军事秘 密,情节严重的,处五年以下 ...

卸任一年，渤海银行原副行长赵志宏被通报。 9月26日，天津通报5起违反中央八项规定精神问题，其中，渤海银行原执行董事、副行长、首席风险管理官赵 志宏违规收受礼品礼金案例在列。 这是官方首次披露，赵志宏已被查处并已获刑。 因受贿罪被判十年 根据中央纪委国家监委网站，渤海银行原执行董事、副行长、首席风险管理官赵志宏违规收受礼品礼金。 在渤海银行任职的九年期间，赵志宏曾多次发表公开文章，谈论商业银行的风险防控、数字化转型等。 渤海银行成立于2005年12月，并于2020年7月16日在香港联交所主板上市。官网显示，该行是《中国商业银行 法》2003年修订以来，唯一一家全新成立的全国性股份制商业银行，同时是第一家自2000年来在发起设立阶段 就引进境外战略投资者的全国性股份制商业银行、第一家总部设在天津的全国性股份制商业银行。 截至目前，该行高级管理层形成"一正四副"格局，分别为：行长屈宏志，四位副行长谢凯、李建国、齐君、邓 蓓；其中，齐君兼任首席风险管理官、邓蓓兼任资金运营中心总经理。 中秋、国庆将至，中纪委此时通报，旨在巩固和拓展中央八项规定精神的贯彻成果，并通过强化纪律要求、警 示震慑，营造风清气正的节日氛围。 ...

加快推广高强高导铜线缆、5G基站用铜散热器、超低粗糙度铜箔、高精度铜齿轮等高端铜材。推动超高纯金 属等高品质原料、铜合金结构功能一体化材料、贵金属功能材料、高端稀土新材料等攻关突破。 值得关注的是，在二级市场上，有色金属板块近期表现活跃。自4月9日启动本轮反弹行情以来，有色金属板块 整体涨幅接近60%，板块总市值从2.6万亿元增长至4.2万亿元。有券商表示，伴随美国财政货币双宽松，叠加 国内"金九银十"旺季需求，工业金属价格有望继续上行。能源金属方面，刚果（金）禁令延长且实施配额制， 资源供应紧张加剧，锂需求旺季持续，看好后市钴锂表现。 八部门重磅发布 有色金属行业，迎来政策利好！ 9月28日下午消息，工信部、自然资源部、商务部、中国人民银行、国务院国资委、海关总署、中国证监会、 国家粮食和储备局等八部门印发《有色金属行业稳增长工作方案（2025—2026年）》。 其中提到，科学合理布局氧化铝、铜冶炼、碳酸锂等项目，避免重复低水平建设，提高投资的精准性和有效 性。围绕集成电路、工业母机、低空经济、人形机器人、人工智能等新兴产业，加快高纯镓、钨硬质合金、全 固态电池材料等高端产品应用验证，推进超导材料、液态金属 ...

一年一度的证券公司分类评价结果出炉了。 券商中国记者从权威渠道了解到，证监会近日向证券公司通报了2025年分类评价结果。目前，全行业参评公司 共107家（母子公司合并评价），其中评价结果为A类的公司53家，B类公司43家，C类公司11家，A类公司 中，AA级公司14家。 分类评价制度已经成为证券公司监管的基础性制度安排之一，是传递监管导向、发挥监管"指挥棒"作用的重要 途径，在有效实施审慎监管、提高监管效能，引导证券公司强化合规风控、服务实体经济等方面发挥了重要作 用。据接近监管层的相关人士介绍，本年度的证券公司分类评价以今年8月修订后的《证券公司分类评价规 定》（以下简称《评价规定》）为依据，平稳落实了各项新规定和新指标。 AA级公司在A类公司中占比约25% 今年的分类评价结果显示，A类的公司53家，B类公司43家，C类公司11家，A类公司中，AA级公司14家。据 了解，近年来证券公司各类别的数量总体保持稳定，A、B、C类公司数量占比分别约为50%、40%、10%，AA 级公司在A类公司中占比约25%。 证券公司分类评价自2007年启动，每年进行一次，评价期为上一年度5月1日至本年度4月30日，按照证券公司 ...

企查查APP显示，近日，大连万达集团股份有限公司及其法定代表人王健林等被限制高消费。案件流程显示， 此前，大连万达集团股份有限公司、万达地产集团有限公司等因此案被强制执行1.86亿元。 另据天眼查，大连万达集团股份有限公司股权冻结信息达47条，被冻结股权的标的企业涉及大连万达商业管 理集团股份有限公司、万达文化产业有限公司、大连万达集团商务服务有限公司等。 除了股权冻结，大连万达集团股份有限公司还有10条被执行人信息，总金额达52.62亿元。 见证历史！集体大涨！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 责编：刘珺宇 校 对： 许欣 百万用户都在看 利好来袭！刚刚，重大突破！ 罕见！几百名将军，被召回！美军秘密会议，细节曝光 证监会：立案！A股公司，公告！ 关税，突变！白宫最新发声！ 近年来，万达一直出售资产缓解现金压力，2025年以来，万达陆续有7座万达广场被零散出售，而在2023年 —2024年间，据不完全统计，王健林陆续出售超30座万达广场。 来源：蓝鲸新闻 ...

Core Viewpoint - The U.S. federal government is facing a shutdown crisis as funding is set to run out on September 30, which could lead to the suspension of operations for several government agencies and unpaid leave for hundreds of thousands of federal employees [1][2]. Group 1: Government Shutdown Implications - If the government shuts down, the release of key economic reports, including the September employment report scheduled for October 3 and the inflation report on October 15, may be delayed, impacting the Federal Reserve's policy decisions [1][2][3]. - The Bureau of Labor Statistics (BLS) plans to halt all data collection and scheduled releases during a shutdown, which could lead to a decline in data quality and affect future economic estimates [3][4]. Group 2: Political Dynamics - The Senate recently rejected a temporary funding bill passed by the House, increasing the risk of a government shutdown due to a lack of bipartisan agreement on funding priorities, particularly regarding healthcare [2][5]. - A meeting between President Trump and congressional leaders is scheduled to discuss the impending shutdown, marking the first direct engagement between Trump and Democratic leaders on this issue [5][6]. Group 3: Historical Context - The U.S. government has experienced shutdowns over 20 times in history, with the longest occurring from late 2018 to early 2019, which resulted in significant economic losses estimated at $11 billion [6]. - The previous shutdown led to a 0.1% loss in GDP for Q4 2018 and a potential 0.2% loss for Q1 2019, highlighting the economic ramifications of government shutdowns [6].

去年9月24日以来，A股大幅上涨。"9·24"前夕精准成立的基金亦收获不俗。 不过，前述低位成立的基金中，并未诞生年内频现的"翻倍基"，甚至平均涨幅落后于同期沪深股指。从布局情 况来看，这些产品多数重仓了表现一般的红利板块，且因成立于清淡市场，未能及时满仓从而错过随即而来的 迅猛行情。 近一年来，A股投资逻辑正悄然生变，以创新药和人工智能为主力的数个板块轮番上演异动行情，多只基金借 行情东风净值表现优异。 若将时间推至去年"9·24"前两个月，彼时沪指尚在3000点以下徘徊，权益产品新基金发行也陷入冰点——2024 年7月和8月股票型基金成立份额均为50多亿份，而这一数值在今年同期分别为355亿份和472亿份，行情的清淡 无疑对新基发行影响深远。 | 证券代码 | 证券简称 | 基金成立日 | 成立以来回报 | | --- | --- | --- | --- | | | | | (%) | | 020755.OF | 永赢融安A | 2024/8/23 | 89.09 | | 021981.OF | 安联中国精选A | 2024/9/3 | 74.96 | | 020966.OF | 东吴科技创新A | 20 ...