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中央网信办出手!
券商中国· 2025-09-22 03:55
Core Viewpoint - The article discusses a two-month special action initiated by the Central Cyberspace Administration of China to address and rectify negative emotions and behaviors online, aiming to create a more civilized and rational internet environment [1][2]. Group 1: Focus Areas of the Special Action - The action targets social media, short video, and live streaming platforms, focusing on key areas such as topics, rankings, recommendations, comments, and bullet screens [2]. - Specific issues to be addressed include inciting extreme group opposition, maliciously associating identity, region, and gender with social hot topics, and encouraging fan groups to attack or report others [2]. - The action also aims to combat the spread of panic and anxiety by addressing the malicious fabrication and dissemination of disaster and emergency information that could impact public safety [2]. Group 2: Types of Negative Behaviors - The initiative seeks to tackle online violence by curbing the planning and portrayal of violent acts, including the glorification of violence and the use of shocking imagery [2]. - It aims to reduce the excessive promotion of negative and pessimistic emotions, such as the propagation of "effort is useless" narratives and the amplification of negative individual cases [2]. Group 3: Implementation and Participation - Local internet authorities are required to strictly adhere to the action's requirements, enhancing the inspection and handling of problematic websites, accounts, and MCN institutions [3]. - Platforms are encouraged to conduct self-examinations and rectify issues, while the public is urged to participate in reporting negative behaviors [3].
公安部:何某某造假币,专坑老人!
券商中国· 2025-09-22 03:55
Core Viewpoint - The article emphasizes the serious threat posed by counterfeit currency to national financial management and the property rights of citizens, highlighting the law enforcement efforts to combat such crimes effectively [1]. Group 1: Recent Cases of Counterfeit Currency - In May 2024, a series of counterfeit currency cases involving individuals in Beijing were investigated, leading to the destruction of 8 production sites and the seizure of over 2 million yuan in counterfeit money [2]. - In December 2023, a case in Inner Mongolia resulted in the dismantling of 6 counterfeit production sites and the confiscation of over 400,000 yuan in fake currency, including denominations of 20, 50, and 100 yuan [3]. - In October 2024, a case in Hunan involved the production of counterfeit currency based on orders, with over 300,000 yuan in fake 100 yuan notes seized [4][5]. - In July 2024, a case in Sichuan led to the confiscation of 1.6529 million yuan in counterfeit 50 yuan notes, with the perpetrators using various deceptive methods to circulate the fake currency [6]. - In July 2023, a case in Yunnan resulted in the dismantling of 7 production and storage sites, with over 3.06625 million yuan in counterfeit currency seized [7][8]. Group 2: Law Enforcement Actions - Law enforcement agencies have intensified efforts to combat counterfeit currency production and distribution, successfully apprehending multiple suspects and dismantling numerous production sites across various regions [2][3][4][6][7]. - The article highlights the proactive measures taken by police to investigate and prosecute individuals involved in counterfeit currency crimes, ensuring that cases are forwarded to the judicial system for further action [5][8]. Group 3: Public Awareness - The article advises the public to remain vigilant against counterfeit currency, especially in crowded places, and to carefully verify the authenticity of banknotes during transactions [9].
降息空间打开!机构:债市行情或将获得支撑
券商中国· 2025-09-22 03:55
Core Viewpoint - The recent adjustment in the bond market is expected to be supported by domestic monetary easing following the Federal Reserve's interest rate cut, which may enhance the bond market's performance in the fourth quarter [1][5]. Group 1: Interest Rate Changes - The Federal Reserve cut the federal funds rate by 25 basis points, from a target range of 4.25%-4.5% to 4.00%-4.25%, marking its first rate cut in nine months [2]. - Domestic banks are likely to follow suit with interest rate cuts, with predictions of a 10 basis points reduction in policy rates and a potential 20 basis points cut in the LPR for loans over five years [3][5]. Group 2: Currency and Export Dynamics - The weakening of the US dollar, which fell from around 100 points in late July to approximately 97 points by September 18, has led to a passive appreciation of the RMB, enhancing the willingness of export enterprises to settle in RMB [2]. - The RMB exchange rate has appreciated significantly, breaking the 7.2 mark and reaching around 7.1, which may pose risks to export competitiveness and necessitate measures to stabilize the currency [3]. Group 3: Bond Market Outlook - With the expectation of further monetary easing, institutions are optimistic about the bond market in the fourth quarter, predicting that the yield on 10-year government bonds may return to around 1.65% [5]. - After three months of adjustment, the bond market shows signs of stabilization, with expectations for a new downward trend in interest rates as the fourth quarter approaches [6].
罕见封板!46亿引爆整条赛道!发生了什么?
券商中国· 2025-09-22 03:55
Core Viewpoint - Lixun Precision has triggered a surge in the consumer electronics sector, driven by rumors of collaboration with OpenAI and increased production demands from Apple for the iPhone 17 [1][5]. Group 1: Market Performance - Lixun Precision experienced a rare limit-up in early trading, with the maximum order amount exceeding 4.6 billion yuan [2]. - Apple concept stocks collectively surged, with notable increases such as Hongfu Chao up 20% and Zhixin Precision up over 12% [4]. Group 2: Key Developments - Reports indicate that OpenAI has signed an agreement with Lixun Precision to develop a consumer-grade device, currently in the prototype stage, expected to collaborate closely with OpenAI's AI models [5]. - Following strong pre-sale performance of the iPhone 17, Apple has reportedly requested Lixun Precision and Foxconn to increase the daily production of the standard iPhone 17 by approximately 40% [5]. Group 3: Future Trends - Analysts suggest that the consumer electronics sector may be entering a new trend, with OpenAI potentially developing a series of edge AI devices expected to launch between late 2026 and early 2027 [6]. - The hardware aspect is seen as a crucial part of OpenAI's strategy, with Chinese suppliers playing a significant role in global production resources [6]. - Galaxy Securities anticipates that the iPhone 17 series sales will exceed previous expectations, with a new innovation cycle for Apple expected to begin in 2025 [7].
覆盖全周期生态,华福证券“活水”来了!
券商中国· 2025-09-22 01:40
Core Viewpoint - The article emphasizes the role of the securities industry in supporting national strategies and enhancing the real economy through innovative financial services, particularly in the context of technological and industrial innovation [1]. Group 1: Comprehensive Financial Service Ecosystem - The company has transitioned from providing single financing services to a comprehensive financial ecosystem that covers the entire lifecycle of enterprises, enhancing service quality and effectiveness in supporting technological innovation [2]. - A dedicated committee has been established to develop a systematic plan for technology finance, focusing on strategic emerging industries and future industries, particularly in advanced manufacturing, digital technology, and new energy [2]. - The company successfully issued 500 million yuan in technology innovation bonds, marking it as one of the first securities firms to do so, with funds directed towards key technology sectors [2]. Group 2: Collaborative Financial Solutions - The company leverages its comprehensive financial service advantages by collaborating with banks, trusts, and other financial institutions to provide tailored financial solutions for high-growth, high-risk, and asset-light enterprises [3]. - Various financial tools, including merger loans and equity investments, are utilized to address financing bottlenecks for light-asset companies, enabling their growth throughout their lifecycle [3]. Group 3: Diverse Financial Tools - The company has established a complete service chain that includes venture capital, private equity investment, IPOs, equity financing, bond financing, mergers and acquisitions, and research services, creating a specialized "financial toolbox" for technology enterprises [5]. - The company focuses on early-stage, small, long-term, and hard technology investments, particularly in sectors like semiconductors and advanced manufacturing, to cultivate patient capital [5]. - The company has participated in significant merger and acquisition projects, demonstrating its capability in resource optimization and industry upgrading [5]. Group 4: Regional Economic Development - The company is committed to serving the Fujian region by utilizing its understanding of macroeconomic trends and industry dynamics to connect enterprises with financial resources [7]. - It has organized various events to facilitate capital and industry connections, effectively bridging the gap between capital and quality enterprises [7]. - The company has developed a service ecosystem for Fujian businesses, enhancing financing demand matching through innovative credit assessment models [7][8].
历史新高!刚刚,集体大涨
券商中国· 2025-09-22 01:40
Core Viewpoint - The Asia-Pacific markets are experiencing a collective rise, with significant gains in the South Korean and Japanese stock markets, driven by strong performances in the semiconductor sector and upcoming political events [1][5]. Group 1: South Korean Market - The KOSPI index in South Korea reached a new historical high, with an intraday increase of over 1%, peaking at 3481.96 points [2]. - Samsung Electronics saw its stock price rise by over 4%, with a market capitalization exceeding 490 trillion KRW, following reports of successful testing of its 12-layer stacked HBM3E chips by NVIDIA [3]. - Exports in South Korea showed a year-on-year decline of 10.6% for the first 20 days of September, while semiconductor exports increased by 27%, continuing the 30% growth from August [3]. Group 2: Japanese Market - The Nikkei 225 index in Japan rose by nearly 1.3%, with notable gains in semiconductor stocks such as LASERTEC and Renesas Electronics [5]. - The upcoming election for the new president of the ruling Liberal Democratic Party is expected to influence market sentiment, with candidates focusing on key issues like high prices and cooperation with opposition parties [6]. - The Bank of Japan plans to gradually reduce its ETF holdings by approximately 330 billion JPY (around 2.2 billion USD) annually, indicating increased confidence in the economic outlook despite challenges [7].
最新LPR出炉!
券商中国· 2025-09-22 01:40
责编:王璐璐 校 对:杨舒欣 百万用户都在看 刚刚!外围,突传重磅消息! 突发!A股公司董事长,被留置! 外资股东大动作!大牛股,突发公告! 突传利好!特斯拉,大消息! 突然!尾盘,多只牛股异动!发生了什么? 违法和不良信息举报电话:0755-83514034 中国人民银行授权全国银行间同业拆借中心公布,2025年9月22日贷款市场报价利率(LPR)为:1年期LPR为 3.0%,5年期以上LPR为3.5%。以上LPR在下一次发布LPR之前有效。 邮箱:bwb@stcn.com 来源:央行 看券商中国 知天下财经 券中社 券 商 中 国 × 券 中 社 扫 码 下 载 券 中 社 A P P 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 券中社APP 弊中社 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 。 ...
比亚迪回应巴菲特清仓

券商中国· 2025-09-22 01:40
来源:比亚迪李云飞 责编:王璐璐 校 对:杨舒欣 百万用户都在看 刚刚!外围,突传重磅消息! 突发!A股公司董事长,被留置! 外资股东大动作!大牛股,突发公告! 突传利好!特斯拉,大消息! 突然!尾盘,多只牛股异动!发生了什么? 针对巴菲特旗下伯克希尔哈撒韦已清仓比亚迪股份的消息,比亚迪集团公关处总经理李云飞发文回应称,2022年8月,伯克希尔开始陆续减持其于2008年购 买的公司股票,去年6月其持股就已在5%以下了。股票投资,有买就有卖,这是很正常的事情。感谢芒格和巴菲特对比亚迪的认可,也感谢过去17年的投 资、帮助和陪伴,为所有的长期主义点赞。 券商中国 X 券中社 扫码下载 券 中 社 A P P 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 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 。 违法和不良信息举报电话:0755-83514034 邮 ...
马斯克特朗普,闹掰后首次同框
券商中国· 2025-09-21 23:36
柯克当地时间9月10日在 犹他山谷大学 演讲时遭枪击身亡,终年31岁。 特朗普近日称,他们在寻找杀害查理·柯克 的枪手方面"正在取得重大进展",希望执法部门能尽快完成调查。 据报道,预计将有超过10万人出席 查理·柯克 的 追悼活动,据称 追悼会 安保工作极其严密。 马斯克在2024年美国大选中支持特朗普和共和党,曾出任特朗普的"政府效率部"负责人。但几个月前,马斯克因所 谓的"大而美"法案与特朗普闹掰,一度宣布要成立新的"美国党"。 据@CCTV国际时讯消息,当地时间9月21日,美国总统特朗普的政治盟友、知名保守派活动人士查理·柯克的追悼 会在亚利桑那州格伦代尔市的一座体育场举行。美国亿万富豪埃隆·马斯克现身追悼会现场。 这是马斯克与特朗普公开决裂后两人首度同框。 同特朗普"闹掰"后,马斯克于近日透露,自从离开美国政府效率部后,自己就没再去过华盛顿特区。 在洛杉矶举行的一场科技大会采访中,当被问及从政府效率部的工作经历中学到了什么时,马斯克回答称,"美国政 府基本无可救药"。 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 ...
突破6000人!券商分析师,创历史新高!
券商中国· 2025-09-21 23:36
券商分析师数量再度创下新高。 近期,券商中国记者查询中国证券业协会数据发现,证券公司分析师数量已经突破6000人大关,创下历史新高。其中, 大型券商研究所以内生培养为主,中小机构则倚重外部引进。 券商分析师队伍正加速扩张。然而市场蛋糕正在缩小,受公募基金"费改"影响,行业分仓佣金收入上半年下滑超30%,券 商研究所转型迫在眉睫,寻求非佣金类的新业务增长点,实现收入结构多元化。同时,部分头部机构的增员速度已经放 缓。 分析师数量再上台阶 根据券商中国记者对中国证券业协会数据的统计,截至9月19日,证券公司分析师数量为6162人,已迈入6000人大关。 拉长时间维度看,券商分析师群体在近两年呈现快速扩张的态势。据东方财富Choice数据,2018年分析师数量突破3000 人,此后长达4年时间分析师数量在4000人以内波动。直至2022年才跨越4000人门槛。而不到两年时间,2024年分析师数 量已经突破5000人。如今创下历史新高。 谈及分析师数量快速增长原因,有业内人士认为,一是在公募基金"费改"政策出台前,随着机构投资者群体快速扩容, 券商研究所人才缺口较大,持续扩招,包括在应届生中大规模选拔,这些新入职的研 ...