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预见金马|汇添富基金鲁伟铭:以投资者利益为本,努力建设一流投资机构
券商中国· 2026-02-15 05:56
新 春 快 乐 顺流逆流,皆为行路的风景;心有罗盘,便有笃定的方向。券商中国微信平台粉丝总量已强势突破600万大关,值此2026年新春佳节来临之际,我们深深感恩每一位读 者朋友长久的信任与陪伴。在此,券商中国、券中社APP诚邀各大金融机构共同录制新春寄语视频,一起回顾2025年的精彩历程与深刻洞察,携手展望2026年的崭新蓝 图与无限可能。 汇添富基金党委书记、董事长鲁伟铭在《预见金马》年终策划中表示,回首过去一年,面对百年变局深入演进,中国经济以韧性破局,向新向优 发展,金融强国 建 设迈出坚实步伐,资本市场呈现回暖向好态势,公募基金行业高质量发展稳步前行。 新的一年,汇添富基金将以投资者利益为本,努力建设一流投资机构,认真写好金融"五篇大文章",以更有温度的服务满足居民财富管理需求, 以更有力度的作为支持现代化产业体系建设和新质生产力发展,为实现"十五五"发展目标和建设金融强国贡献公募力量! 以下为视频全文: 各位券商中国和券中社APP的用户,大家新年好!我是汇添富基金党委书记、董事长鲁伟铭。祝贺券商中国微信粉丝突破600万。 新的一年,伴随"十五五"规划稳步开局,汇添富基金将深入贯彻党的二十大和二十届历 ...
准备就绪!总台马年春晚完成全部五次彩排
券商中国· 2026-02-15 02:43
回家,走最熟悉的路,赴最温暖的约。李健用一曲《人间共鸣》,把对岁月沉淀的感恩温润托起,诉说茫 茫人海中经历相仿、心意相通的珍贵时刻。任素汐、毛不易合唱歌曲《别来无恙》,以温暖治愈的歌声送 上久别重逢的问候。王菲带来的《你我经历的一刻》,以澄澈空灵的歌声道出百年长河里人与人相遇相知 的缘分和彼此照亮的暖意。美国歌手John Legend与法国歌手Hélène Rollès联袂献上《致爱组曲》,经 典动人的旋律中流淌不渝的深情。 全家围坐,欢笑满堂。蔡明时隔30年与"机器人"续上前缘,小品《奶奶的最爱》讲述祖孙俩在欢乐互动 中流露出的温情牵挂。喜剧短剧《你准喜欢》诙谐演绎年轻夫妻"刷手机"时沉浸其中,从难以自控到理性 自主的场景,用贴近生活的笑点引发对社交媒体产品"有意思"和"有意义"的思考。魔术节目借助生活中熟 悉的道具,邀请观众一起参与,共同定格一份"天涯共此时"的新春惊喜。 2月14日, 中央广播电视总台《2026年春节联欢晚会》圆满完成第五次彩排。 创意类节目、歌舞、杂 技、戏曲、武术、小品、魔术等多类型节目集中亮相,吉祥喜庆气氛浓厚。主会场与四地分会场衔接自 然,行云流水。 至此,这道在团圆欢聚中传递幸 ...
预见金马|东方财富证券戴彦:资本市场开启高质量发展新篇章,将持续孕育新的投资机遇
券商中国· 2026-02-15 02:43
新 春 快 乐 顺流逆流,皆为行路的风景;心有罗盘,便有笃定的方向。券商中国微信平台粉丝总量已强势突破600万大关,值此2026年新春佳节来临之际,我们深深感恩每一位读者 朋友长久的信任与陪伴。在此,券商中国、券中社APP诚邀各大金融机构共同录制新春寄语视频,一起回顾2025年的精彩历程与深刻洞察,携手展望2026年的崭新蓝图与 无限可能。 大家新年好!我是东方财富证券戴彦。祝贺券商中国微信粉丝突破600万! 回首2025年,全球经济新旧力量碰撞、地缘政治博弈与技术革新浪潮交织。中国经济和资本市场在调整中蓄势、在变局中锚定价值坐标。更加积极有为的宏观政策 持续发力,有效支撑了经济回稳向好。 与此同时,资本市场投融资综合改革迈向纵深,围绕构建"长钱长投"的制度环境,一系列政策举措部署落地,"以投资者为本"的理念深入人心,"韧性"成为市场底 色。"新质生产力"从蓝图走向实践,科技创新、绿色转型、产业升级等领域涌现出大量投资机遇,推动市场走出一轮强劲行情。东方财富证券积极参与资本市场建 设,牢牢把握金融强国、金融为民的定位,扎实做好金融"五篇大文章",始终坚持"用户第一",坚守"链接人与财富"的初心,全面服务零售、 ...
伊朗,突发!20万人聚集!美军计划曝光!
券商中国· 2026-02-15 02:43
伊朗事态再度生变! 据法新社报道,当地时间周六,约有20万人参加了慕尼黑反对伊朗政府的示威。抗议发生之际,世界领导人正 聚集在这座德国南部城市,召开全球安全会议。 与此同时,路透社一则报道也刷屏。报道称,美国军方正为如果特朗普下令发动攻击,可能对伊朗发动持续数 周的行动做准备,这场冲突可能比两国此前见过的更为严重。 另据Axios当地时间周六报道,美国总统特朗普和以色列总理本杰明·内塔尼亚胡同意加大对伊朗的经济压力。 伊朗的双向压力 伊朗政府面对的压力正在加大。 一方面,当地时间周六,约有20万人参加了慕尼黑反对伊朗政府的示威。抗议者举着标语牌,挥舞旗帜,敲鼓 并高喊政权更迭口号,巴列维将其描述为"全球行动号召",支持来自海外的伊朗人,以应对持续的反政府抗 议。 "变革,变革,政权更迭!"庞大的人群高喊,挥舞着带有狮子和太阳徽章的绿白红旗帜,这正是伊朗在1979年 推翻巴列维王朝的伊斯兰革命前使用的旗帜。巴列维在周六慕尼黑会议上警告说,如果"民主国家袖手旁观", 在伊朗上月对抗议者的致命镇压后,伊朗将有更多死亡。 另一方面,据Axios报道,特朗普和内塔尼亚胡同意加大对伊朗的经济压力。报道援引两位知情美国官员 ...
深度布局大湾区!中信证券陈钢:持续优化跨境金融服务
券商中国· 2026-02-15 02:43
Core Viewpoint - The article discusses the evolving landscape of wealth management in the Guangdong-Hong Kong-Macau Greater Bay Area, emphasizing the transition from scale expansion to quality enhancement in the industry as it approaches the end of the 14th Five-Year Plan and prepares for the 15th [1] Group 1: Company Strategy and Positioning - CITIC Securities has been actively deepening its business layout in the Greater Bay Area since the launch of the regional development framework in 2017, aligning with national strategic directives [3][4] - The company aims to create a comprehensive financial platform that connects local services with global resources, focusing on financial interconnectivity and high-quality development [4] - CITIC Securities has established a dedicated subsidiary in South China to enhance its wealth management services, focusing on compliance and professional financial services for both individual and institutional clients [4][5] Group 2: Cross-Border Services and Innovations - The company is enhancing its global integration by using Hong Kong as a hub for cross-border services, providing integrated solutions for businesses looking to expand internationally [5] - CITIC Securities has been approved for the "Cross-Border Wealth Management Connect" pilot program, allowing it to offer compliant and diverse cross-border asset allocation options to residents in the Greater Bay Area [6][13] - The firm has developed a comprehensive cross-border product system, collaborating with top asset management institutions to provide a wide range of investment options [13][14] Group 3: Market Opportunities and Challenges - The wealth management market in the Greater Bay Area presents both opportunities and challenges, with significant growth in cross-border wealth management demand driven by increasing wealth accumulation and global asset allocation awareness [7][10] - The Hong Kong stock market is expected to see continued value and financing function releases, with a projected IPO fundraising scale exceeding HKD 180 billion in 2025 [7] - Regulatory differences between mainland China and Hong Kong pose challenges for compliance and risk management, necessitating enhanced investor education and risk disclosure [7][10] Group 4: Investor Education and Engagement - CITIC Securities has implemented a series of investor education activities tailored to the needs of cross-border investors, utilizing both online and offline methods to enhance understanding of investment mechanisms [11][12] - The company aims to break down information barriers in cross-border investment, improving investor awareness of market rules and risks, thereby fostering a healthier investment ecosystem [12] - Future initiatives will focus on specialized education in areas such as technology innovation and green finance, contributing to the development of a robust financial hub in the Greater Bay Area [12][19] Group 5: Wealth Management Transformation - CITIC Securities is committed to enhancing its wealth management capabilities by adopting a buyer advisory model, which has already seen significant growth in assets under management [16][17] - The company emphasizes a client-centered approach, ensuring that investor interests are prioritized and integrated into its operational strategies [16][18] - Future plans include refining the product and service offerings to meet the diverse needs of clients, promoting long-term investment strategies and sustainable wealth growth [18][19]
跌超90%!昔日大牛股,为何被赶下云端?这些传统股却创出新高
券商中国· 2026-02-14 23:33
投资小红书-第272期 此一时,彼一时。近期,美股软件与服务板块集体下挫,而在2021年备受关注的云计算两大牛股 ——ZOOM通讯和Snowflake(雪花公司)早已走下云端。 视频会议公司ZOOM在2021年股价曾经高达588美元/股,当前仅剩95美元/股,距离最高点跌幅超过 80%,而在2024年最惨烈时曾一度跌至55美元/股,距离最高点更是跌去了90%。事实上,该公司过去 4年实现了真正的成长,但市场已经将ZOOM看成一家普通公司,估值的大幅跳水导致了该公司股价的 陨落。 同样备受追捧的云计算概念公司——Snowflake也早已被打下云端。Snowflake于2020年以120美元/ 股的价格上市,并在2021年触及429美元/股的历史新高。该股股价2024年最低一度跌至107美元/股, 距离最高点跌幅达到75%。历经一年多的反弹,目前该股距离最高峰时跌幅依然有60%。Snowflake 过去4年销售收入增加了12倍,但利润从未转正,亏损黑洞越来越大。 而在过去五年的时间中,沃尔玛、宝洁、菲利普·莫里斯、美国银行、埃克森美孚、康菲石油、迪尔等传 统公司却创出了历史新高。 风头最劲的新兴公司很难成为下一个 ...
平安人寿,管理层调整!杨铮拟卸任董事长
券商中国· 2026-02-14 23:33
Core Viewpoint - The leadership transition at Ping An Life Insurance marks a significant change as Yang Zheng retires after over 30 years with the company, with Cai Ting stepping in as acting chairman, indicating a focus on strengthening the management team and advancing the company's strategic goals towards high-quality development [2][4][7]. Leadership Transition - Yang Zheng, born in February 1964, has been with Ping An since July 1994 and has held various key management positions, including chairman and CEO of Ping An Life [4]. - His retirement was anticipated as he reached the age of 60, and he has been credited with successfully implementing the "channel + product" strategy during his tenure [4][5]. - Cai Ting, born in October 1985, is taking over as acting chairman and has a strong background in various management roles within the Ping An Group, showcasing a blend of strategic planning and digital transformation skills [7][8]. Company Performance - In the first three quarters of 2025, Ping An Life reported a 23.3% year-on-year increase in new business value from the agent channel, with a 29.9% increase in per capita new business value [5]. - The bancassurance channel saw a remarkable growth of 170.9%, contributing 35.1% to the new business value, indicating a strong performance across various distribution channels [5]. - As of the end of Q3 2025, Ping An Life's total assets exceeded 5.8 trillion yuan, reflecting the company's robust financial position [5].
5年点2000多次外卖的顾客突然失去消息!餐馆老板全网寻人,后续来了
券商中国· 2026-02-14 23:33
近日,广东佛山禅城一间餐饮店的老板吴先生求助,称有一位顾客5年内点了他家店的外卖两千余次,相当于 一天起码点一次,甚至一天两次,但从去年开始,这名顾客就没有再下过单。 吴先生希望能寻找这位顾客,"报个平安也好。" 在店铺里,还有一张贴有"外卖老友专座"的椅子,吴先生表示是为这名老顾客准备的。吴先生与这位"外卖老 友"相识五年多,却从未见过面。两千多次的订单积累下来,吴店长早已熟记对方的喜好。餐饮店品牌负责人 曾经试图通过外卖平台找人,但最终还是无法和对方"相认"。 综合自:人民日报 责编:罗晓霞 校对:吕久彪 百万用户都在看 集体大涨!刚刚,利好突袭!芯片,大消息 突变!美联储,重磅来袭! 今晚,突发公告!多只大牛股,紧急提示风险! 开盘,"一字"封板!外围大利好,彻底引爆! 记者随后联系外卖平台,平台回应称,不会向商家或第三方提供用户个人信息,只能在合规前提下协助核验。 由于信息有限,目前无法找到当事人。因此,商家与平台决定以"喊话"方式发布寻人信息,希望能找到这位老 顾客或知情者,只为报个平安,让牵挂的心能放下。 2月13日,该餐饮店品牌负责人陈宇鸣告诉记者,该名顾客已经通过平台"报平安",对方表示因为去 ...
预见金马|光大证券赵陵:以“国之大者”为引领,建设中国一流的服务型投资银行
券商中国· 2026-02-14 23:33
Core Viewpoint - The article emphasizes the achievements and future strategies of Everbright Securities, highlighting its commitment to becoming a leading service-oriented investment bank while aligning with national strategies and promoting high-quality development [5][6][7]. Group 1: Achievements in 2025 - Everbright Securities has successfully anchored its strategy to build a first-class service-oriented investment bank, focusing on the political and people-oriented nature of financial work [5][6]. - The company has effectively positioned itself in serving national strategies, managing financial risks, and promoting high-quality development, marking a successful conclusion to the 14th Five-Year Plan [6][7]. Group 2: Future Outlook for 2026 - For 2026, Everbright Securities aims to lead with a focus on national priorities, supporting the real economy and improving people's livelihoods [7]. - The company plans to concentrate on five major financial areas, prioritizing functionality, professionalism, and safety, while actively supporting key sectors such as technological innovation, advanced manufacturing, and green development [7]. - Everbright Securities intends to enhance its core capabilities in stock and bond underwriting, wealth management, and asset management, while fostering a comprehensive service ecosystem [7][8].
王毅就中日关系重申严正立场
券商中国· 2026-02-14 14:56
当地时间14日,中共中央政治局委员、外交部长王毅出席慕尼黑安全会议,在"中国专场"发表演讲并回答现场 提问。 被问及中国对亚太地区紧张局势重新升级承担什么责任,王毅表示,我不认同亚太局势日趋紧张。环顾世界, 只有亚洲仍然保持着总体和平。即便前不久柬泰边界出现的局部冲突,也在各方努力下很快得到平息,中方也 在其中发挥了作用。中国已经成为亚洲和平的中流砥柱。作为当今世界上重要的和平力量,中国将继续为地区 的和平稳定发挥建设性作用。 王毅说,亚洲地区也并非一帆风顺、风平浪静,现在要警惕日本最近出现的危险动向。日本现职首相竟然公开 声称,台海有事就构成日本可以行使集体自卫权的"危机存亡事态" ,这是日本首相战后80年来第一次公开发 出这种狂言,直接挑战中国的国家主权,直接挑战台湾已经归还中国的战后国际秩序,直接背弃了日方向中国 做出的政治承诺。中国当然不能答应,14亿中国人都不会答应! 王毅表示,今天我们是在德国,不妨对日本和欧洲的战后处理做一个比较。德国战后对法西斯进行了全面清 算,制定了禁止宣扬纳粹主义的法律。而日本至今仍然把甲级战犯供奉在神社里,日本政要络绎不绝去顶礼膜 拜,把他们奉为"英灵" 。这种现象在欧洲 ...