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黄金,大涨!资金持续涌入黄金ETF,后市怎么看?
券商中国· 2025-11-11 07:52
避险情绪升温,金价正重回强势区间。 11月11日,现货黄金价格再次走高,伦敦金现价盘中一度突破4145美元/盎司。券商中国记者注意到,尽管10 月下旬金价一度跌破3900美元/盎司,但资金并未退场,黄金ETF持续获得增量资金。 具体来看,公募市场代表性黄金ETF产品近期逆势扩容,央行与海外机构亦同步增持黄金,全球配置热度持续 升温。业内人士认为,降息预期与长期配置需求共振,将继续支撑黄金市场活跃度。 美政府停摆与AI担忧叠加,黄金重回强势区间 11月11日,现货黄金价格走高, 再次突破4100美元关口,截至发稿,报 4132 美元/盎司 。 回顾此前一周,伦敦现货黄金收于4000美元/盎司,周环比微跌0.1%;国内AU9999黄金收于918元/ 克,亦小幅回落0.1%,金价在震荡中逐步 企稳。 支撑金价稳中趋强的背后,是美国政治与市场双重不确定性交织。华安基金分析称,截至当地时间11月10日, 美国政府关门持续41天,打破历史最长纪录。停摆原因表面是美国两党对政府预算中削减医疗补助的分歧,而 更深层次则反映了美国政治的极化加剧。 华安基金认为,政府停摆对美国经济的负面影响不断上升,阻碍了社会秩序的正常运作,亦 ...
心系少年儿童,厚植成长沃土!富德生命人寿携手中国儿基会举行“小海豚计划”公益捐赠活动
券商中国· 2025-11-11 05:50
Core Viewpoint - The "Little Dolphin Plan" charity initiative, organized by Fude Life Insurance in collaboration with the China Children and Teenagers' Fund, aims to support underprivileged children through donations of educational materials and insurance coverage, fostering their growth and development [1][2][3]. Group 1: Event Overview - The charity event took place on November 6, 2025, at the Dagang Town Central Primary School in Huaiqi County, Guangdong Province, featuring the distribution of "Little Dolphin Warmth Bags" filled with essential supplies for children [1]. - The event also included the unveiling of the "Little Dolphin Library," providing a space for children to access a wide variety of books [2]. Group 2: Donations and Support - A total of 250 children received a specialized accident insurance policy with a coverage amount of 141.25 million yuan, along with a donation of toys [2]. - Since its inception in 2013, the "Little Dolphin Plan" has conducted over 1,800 events, donating more than 39 million yuan in materials and providing over 3.9 billion yuan in accident insurance coverage [3]. Group 3: Future Commitment - Fude Life Insurance plans to continue its partnership with the China Children and Teenagers' Fund to enhance children's growth and protect their rights, emphasizing the importance of education and support for underprivileged children [3][4].
王毅同加拿大外长阿南德通电话
券商中国· 2025-11-11 05:50
违法和不良信息举报电话:0755-83514034 邮箱:bwb@stcn.com 看券商中国 知天下财经 用 券中社 12 中共中央政治局委员、外交部长王毅11日应约同加拿大外长阿南德通电话。 王毅指出,落实好两国领导人共识是中加关系当前最重要的议程。中方愿同加方加强沟通,采取有效行动,加 快恢复各领域交流合作,以务实和建设性方式巩固中加关系进一步改善发展势头。两国外交、商务等部门可加 强对接,本着互谅互让、友好协商的精神,妥善解决各自的合理关切,推动中加关系实现健康、稳定、可持续 发展。 阿南德表示,加方愿同中方把握契机,加强各层级各领域对话沟通,增进理解与互信,重振加中战略伙伴关 系,在贸易、领事、禁毒、能源等领域达成更多互利成果,共同落实好两国领导人重要共识。 来源:新华社 责编: 汪云鹏 校 对:刘榕枝 百万用户都在看 利好来了!国办重磅发文!商务部最新调整,涉对美出口管制 周末突发!美国,传出大消息! 俄乌,突发!特朗普,最新发声! 涨停潮!A股盘中,集体拉升! 券商中国 × 券 中 社 扫码关注券商中国公众号 扫码下载 券 中 社 A P P quanshangcn 舞#t 券中社APP qzs ...
突发!特朗普下令:发动袭击!
券商中国· 2025-11-11 05:50
美军再次发动袭击! 美国媒体报道,特朗普政府声称动用军队是为了打击"毒品恐怖主义",但可能是针对长期与美交恶的委内瑞拉 马杜罗政府。委内瑞拉政府多次指责美国意图通过军事威胁在委策动政权更迭,并在拉美进行军事扩张。 11月11日消息,当地时间11月10日,美国国防部部长赫格塞思称,美国9日在东太平洋对两艘涉嫌运毒的船只 发动袭击,造成6人死亡。赫格塞思表示,行动在美国总统特朗普指示下进行,被击沉船只属于美国政府认定 的"恐怖组织",每艘船载有3人。 分析人士指出,虽然美方高调宣称此次行动是"反毒战争"的延伸,但从行动指向与政策配套来看,更像是对委 内瑞拉政权的极限施压。有美媒评论称,虽然目前大量的美国军事力量部署在加勒比海,表面上是为了打击贩 毒,但其真正目标是要推翻委内瑞拉现政府。 美军发动袭击 据新华社消息,当地时间11月10日,美国国防部长赫格塞思宣布,美军9日在东太平洋国际水域击沉两艘涉 嫌"贩毒"的船只,致死6人。 赫格塞思在社交媒体上称,行动在特朗普指示下进行,被击沉船只属于美国政府认定的"恐怖组织",每艘船载 有3人。 至此,9月2日以来,美军在加勒比海和东太平洋针对美方所谓"贩毒船"的袭击,致死 ...
“国家队”,新动向!
券商中国· 2025-11-11 05:50
Group 1 - The National Integrated Circuit Industry Investment Fund Co., Ltd. (referred to as "Big Fund Phase I") has recently approved a capital reduction distribution, returning an investment principal of 18 billion yuan to shareholders, reducing its registered capital from 98.72 billion yuan to 80.72 billion yuan [1] - Big Fund Phase I was established in 2014 with a 15-year duration, focusing on investment in the integrated circuit industry. The capital reduction distribution is a legal channel for returning shareholder contributions and a common method for private equity funds to manage capital flexibly [1] - The capital return of 18 billion yuan in 2025 indicates that the national-level industrial fund is gradually entering a virtuous cycle, considering the current exit situation of Big Fund Phase I [1] Group 2 - As of now, Big Fund is operating well, and the second phase and subsequent funds will continue to invest in the integrated circuit field to support the healthy and stable development of the industry [1] - The third phase fund has been established and put into operation in 2024, with a fundraising scale exceeding the combined scale of the first two phases [1]
多地优化住房公积金政策
券商中国· 2025-11-11 05:50
Core Viewpoint - Recent policy adjustments in multiple regions aim to relax housing provident fund regulations to stimulate housing consumption and support families in purchasing homes [1][2]. Group 1: Policy Adjustments - Chongqing has introduced measures to optimize the withdrawal process for housing provident funds when purchasing existing homes, easing conditions for full payment purchases [2][3]. - Hubei has announced five new policies, including raising loan limits, adjusting loan terms, and removing restrictions on withdrawals for purchasing homes outside the local area [4]. - Nanjing has implemented support policies for families with multiple children, increasing the maximum loan limit by 20% and allowing higher withdrawal limits for rent payments [6]. Group 2: Specific Measures - In Chongqing, employees can withdraw housing provident funds after six months of purchasing a home with their own funds, with a withdrawal limit set at the total purchase price [3]. - Hubei's new policies include unifying loan limits for first and second homes, increasing loan limits for high-quality housing by at least 20%, and allowing loan terms to extend up to 30 years [4][5]. - Nanjing's support for multi-child families includes a maximum loan limit of 116 million yuan per person and 144 million yuan per household, along with a 20% increase in the monthly rent withdrawal limit [6].
突然,集体跳水!亚太市场,缘何风云突变?
券商中国· 2025-11-11 03:37
Core Viewpoint - The article discusses a significant decline in market enthusiasm, with major indices experiencing volatility and adjustments after initial gains, influenced by three key variables [1][5][10]. Group 1: Market Performance - The South Korean index initially surged nearly 3% but later narrowed its gains to under 1.5%, while the Nikkei index also saw a reduction from over 1% to below 0.5% by the close [1][5]. - A50, Hong Kong stocks, and A-shares all shifted from gains to losses, with the ChiNext index dropping over 1% after an early rise of nearly 1% [1][6]. Group 2: Key Variables Impacting the Market - The strengthening of the US dollar index is a primary concern, with traders preparing for increased volatility, as the cost of one-month options linked to the dollar has risen to its highest level in nearly a week [2][9]. - Trump's proposal to distribute $2,000 "dividends" to Americans funded by tariff revenues has raised economic risk concerns, reminiscent of the pandemic stimulus checks [2][9]. - There is a potential shift in domestic market dynamics, with institutional funds possibly adjusting their investment styles, leading to market fluctuations [3][10]. Group 3: International Market Insights - US stock market gains previously stimulated significant openings in the Asia-Pacific markets, but subsequent declines were noted across the board [5]. - Goldman Sachs highlighted that the speed of US capital inflows into Japan is the fastest seen since "Abenomics," with a notable increase in US investor participation in the Japanese market [5]. - Citigroup warned of overheating in Japanese tech stocks, suggesting that their valuations have surpassed those of the US "Big Seven," indicating a lack of profit support for such price increases [5]. Group 4: A-share Market Dynamics - The A-share and Hong Kong markets experienced a notable reversal after initially opening strong, with the A50 index showing a more pronounced decline, dropping over 1% around 11 AM [6][10]. - Despite the overall downturn, the A-share market still exhibited a trend of more stocks rising than falling [6].
“停摆”以来第41天!美参议院投票通过临时拨款法案
券商中国· 2025-11-11 03:37
Group 1 - The U.S. Senate passed the Continuing Appropriations and Extensions Act with a vote of 60 in favor and 40 against, marking a significant step towards ending the government shutdown [1] - The act will fund the federal government until January 30 of the following year and will revoke some layoff measures during the shutdown while temporarily preventing further layoffs [1] - The act includes three full-year appropriations provisions covering military construction and veterans affairs, the Department of Agriculture and the Food and Drug Administration, as well as congressional operating expenses [1] Group 2 - The act will be voted on in the House of Representatives before being sent to President Trump for formal approval, which will officially end the longest government shutdown in U.S. history [1] - The government shutdown has lasted for 41 days since it began on October 1 [1]
中信证券大幅加仓东北证券?三年前就已买入
券商中国· 2025-11-11 03:37
Core Viewpoint - The significant increase in CITIC Securities' stake in Northeast Securities has drawn attention, with CITIC now being the third-largest shareholder in Northeast Securities, reflecting a strategic investment approach in the brokerage sector [1][2]. Group 1: Shareholding Changes - CITIC Securities has increased its stake in Northeast Securities to 3.06%, making it the third-largest shareholder, with a market value of approximately 700 million yuan [1]. - The highest recorded stake by CITIC Securities in Northeast Securities was 3.13% at the end of 2024, indicating a slight fluctuation in ownership over time [1]. - In 2022, CITIC Securities was not listed among the top ten shareholders of Northeast Securities, but by the end of that year, it held 2.74% of the shares [1]. Group 2: Investment Strategy - CITIC Securities emphasizes a client-driven asset allocation strategy and a prudent investment style, focusing on client needs in its securities investment business [2]. - The company’s self-operated equity investments are primarily based on long-term and value investment principles, with effective risk hedging measures in place [2]. Group 3: Industry Trends and Mergers - Northeast Securities has acknowledged the ongoing significant changes in the securities industry, driven by regulatory encouragement and market competition, leading to accelerated differentiation and integration within the sector [3]. - CITIC Securities' management has highlighted that mergers and acquisitions are crucial for resource integration and enhancing market competitiveness, aiming to balance organic growth with external expansion [4].
受贿数额特别巨大,上海市委原常委朱芝松被提起公诉
券商中国· 2025-11-11 03:37
11日,最高人民检察院消息,上海市委原常委、浦东新区区委原书记朱芝松涉嫌受贿一案,由国家监察委 员会调查终结,移送检察机关审查起诉。最高人民检察院依法以涉嫌受贿罪对朱芝松作出逮捕决定,并指 定由江西省南昌市人民检察院审查起诉。近日,南昌市人民检察院已向南昌市中级人民法院提起公诉。 检察机关在审查起诉阶段,依法告知了被告人朱芝松享有的诉讼权利,并讯问了被告人,听取了辩护人的 意见。检察机关起诉指控:被告人朱芝松利用担任上海市委宣传部副部长,上海市闵行区委副书记、区 长,闵行区委书记,上海市政府副秘书长、中国(上海)自贸区临港新片区管委会党组书记、常务副主 任、浦东新区区委副书记,中国(上海)自贸区临港新片区党工委书记、管委会主任,上海市委常委、浦 东新区区委书记等职务上的便利,为他人谋取利益,非法收受他人财物,数额特别巨大,依法应当以受贿 罪追究其刑事责任。 今年6月10日,官方通报,上海市委原常委、浦东新区区委原书记朱芝松严重违纪违法被开除党籍和公 职。 中央纪委国家监委在10日发布的通报中称,经查,朱芝松丧失理想信念,背弃初心使命,对党不忠诚 不老实,对抗组织审查;无视中央八项规定精神,长期接受可能影响公正 ...