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太空会师!
券商中国· 2025-10-31 23:31
据中国载人航天工程办公室消息,在载人飞船与空间站组合体成功实现自主快速交会对接后,神舟二十一 号航天员乘组从飞船返回舱进入轨道舱。北京时间2025年11月1日4时58分,在轨执行任务的神舟二十号 航天员乘组顺利打开"家门",欢迎远道而来的神舟二十一号航天员乘组入驻中国空间站,这是中国航天史 上第7次"太空会师"。两名指令长继三年前首次"太空会师"后再度相聚"天宫"。随后,两个航天员乘组拍 下"全家福",共同向牵挂他们的全国人民报平安。 用 券中社 12 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.stcn.com 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 。 责编: 王璐璐 校 对: 苏焕文 百万用户都在看 A股,突发!"牛市旗手"爆发,发生了什么? 利空突袭!评级再下调,270万亿债务"压顶" ...
深夜,暴涨!科技巨头,突然引爆!
券商中国· 2025-10-31 23:31
Core Viewpoint - Amazon's stock surged over 9% following a strong earnings report, with net income reaching $21.187 billion, a 38% year-over-year increase, and earnings per share of $1.95, exceeding market expectations of $1.57 [1][3] Financial Performance - In Q3, Amazon reported net sales of $180.17 billion, a 13% increase year-over-year, surpassing market estimates of $177.8 billion [3] - Operating income was $17.42 billion, slightly up from $17.411 billion in the same quarter last year [3] - AWS generated net sales of $33 billion, a 20% increase from $27.452 billion year-over-year, marking the fastest growth rate in three years [3][4] - The operating income for AWS was $11.434 billion, up 9% from $10.447 billion year-over-year, with an operating margin of 34.6% compared to 38.1% in the previous year [3][4] Business Segments - Online store sales reached $67.407 billion, a 10% increase year-over-year, while physical store sales were $5.578 billion, also up 7% [4] - Third-party seller services generated $42.486 billion, a 12% increase from $37.864 billion year-over-year [4] - Subscription services brought in $12.574 billion, an 11% increase from $11.278 billion year-over-year [4] - Other business segments reported $1.415 billion, an 8% increase from $1.313 billion year-over-year [5] Future Outlook - Amazon expects Q4 revenue to be between $206 billion and $213 billion, reflecting a 10% to 13% growth compared to Q4 2024 [5] - The company anticipates operating income for Q4 to be between $21 billion and $26 billion, compared to $21.2 billion in Q4 2024 [5] AWS Growth and Strategy - CEO Andy Jassy highlighted AWS's growth momentum, with a 20% year-over-year increase, the highest in 11 quarters [6] - AWS's unfulfilled orders reached $200 billion, not including new transactions from October [6] - Amazon plans to invest approximately $125 billion in capital expenditures by 2025, primarily for AI-related data centers and infrastructure [6] AI Innovations - Amazon's AI shopping assistant, Rufus, has 250 million active users, with a 140% year-over-year increase in monthly active users [7] - Rufus is projected to generate over $10 billion in annual incremental sales [7] - The company has launched Project Rainier, a large AI computing cluster across multiple data centers, equipped with nearly 500,000 Trainium chips [7][8]
资本市场“智囊团”齐聚,助力高质量发展
券商中国· 2025-10-31 23:31
专业委员会是学会下设的分支机构,是学会开展研究工作的重要支撑性力量。专业委员会委员由会员推荐的代 表组成,采取"产学研政"联合攻关方式开展研究,以推动产学研融合互促。目前,学会下设7个专业委员会, 共有委员247人。每个专业委员会设主任委员1名,副主任委员2—3名,每届任期4年。具体包括宏观与产业、 市场稳定与风险防控、创新发展、市场微观结构、期货与衍生品、国际市场与对外开放、法治与投资者保护专 业委员会。 官网显示,学会会长由证监会主席吴清担任,执行副会长由证监会副主席李超担任,副会长来自证监会系统单 位、高校及科研院所、市场机构等领域,包括中证金融研究院院长毛寒松、上海期货交易所理事长田向阳、北 京大学光华管理学院院长刘俏、上海财经大学校长刘元春、深圳证券交易所总经理李继尊、中国人民大学原副 校长吴晓求、中国石油经济技术研究院院长陆如泉、中信证券董事长张佑君、上海证券交易所总经理蔡建春 等,中证金融研究院副院长魏刚担任秘书长。 据悉,学会主要依托学术委员会、专业委员会、重点研究基地等力量,以高水平学术研究为支撑,推动理论界 与实务界共融互促。 学术委员会是学会的最高学术机构,目前有29名委员,均在资本市场 ...
火线解读!“比较基准”新规出炉,如何影响公募行业?
券商中国· 2025-10-31 23:31
Core Viewpoint - The release of the "Guidelines for Performance Benchmarking of Publicly Offered Securities Investment Funds (Draft for Comments)" and the "Operational Details for Performance Benchmarking of Publicly Offered Securities Investment Funds (Draft for Comments)" by the China Securities Regulatory Commission marks a significant step towards a more standardized, transparent, and professional development of China's public fund industry, focusing on the management of performance benchmarks and enhancing discipline in active investment processes [2][3][4]. Group 1: Industry Development - The implementation of the guidelines and operational details is seen as a systematic approach to promote high-quality development in the public fund industry, establishing a binding mechanism for interests and optimizing assessment and incentive constraints [3][4]. - The guidelines aim to standardize the selection and use of performance benchmarks, improve internal controls of fund managers, and protect investors' rights, thereby enhancing the role of public funds in managing residents' wealth [3][4][5]. Group 2: Investor Protection - The guidelines require fund managers to establish a performance assessment system centered on fund investment returns, linking compensation to fund performance and investor outcomes [5][6]. - The introduction of these guidelines is expected to address existing issues in the public fund market, such as arbitrary benchmark setting and low attention to benchmarks by fund managers, which have led to significant deviations in fund holdings [5][6]. Group 3: Performance Benchmarking - The guidelines emphasize the importance of performance benchmarks as a "anchor" for fund management, requiring that benchmarks be representative, objective, binding, and sustainable [7][8]. - Fund managers are mandated to create a comprehensive internal control system covering benchmark selection, disclosure, monitoring, evaluation, and correction, ensuring that investment behaviors align with established benchmarks [7][8][10]. Group 4: Enhancing Investor Experience - Clear performance benchmarks will help investors form reasonable return expectations and accurately identify product risk-return characteristics, facilitating better asset allocation decisions [7][9]. - The guidelines are designed to enhance the clarity and reliability of performance benchmarks, allowing investors to objectively understand product characteristics and make informed investment decisions [10][11].
29个省份已延长婚假!
券商中国· 2025-10-31 15:01
近年来,我国大力提倡适龄婚育,目前,一些地方已经开始通过发放奖励、延长婚假的方式鼓励结婚。 全国已有29个省份延长婚假 近日, 湖南省 人民政府办公厅印发《关于完善生育支持政策推动建设生育友好型社会的十条措施》的通 知。通知中明确鼓励用人单位在国家规定婚假的基础上, 将职工的婚假延长至20天 ;鼓励用人单位对符 合法定生育条件的女职工,在享受国家规定产假的基础上, 延长产假至188天。 今年7月14日, 湖北 印发《关于加快完善生育支持政策体系更加务实有效建设生育友好型社会的若干措 施》,提到依法办理结婚登记的职工,在享受国家规定婚假的基础上, 延长婚假至15天。 6月发布的《 四川 省人口与计划生育条例(修正草案征求意见稿)》中提到, 拟将5天婚假延长至20 天, 自愿参加婚前医学检查的再增加5天婚假。 今年1月和去年10月, 山东 和 浙江 也各自出台了婚假延长政策。 截至目前, 全国已有29个省份延长婚假。 其中, 山西、甘肃最长,可享受30天婚假。 河南、黑龙江规 定,参加婚检分别额外增加7天、10天,最长婚假分别可达到28天、25天;新疆婚假为23天。其他省份 中,婚假大多为18天、15天、13天或 ...
事关制度型开放!国常会,最新部署!
券商中国· 2025-10-31 15:01
Group 1 - The core viewpoint of the article emphasizes the importance of steadily expanding institutional openness as a requirement for advancing high-level foreign openness and establishing a new open economic system [1][2] - The meeting highlighted the need to deepen reforms in key areas to enhance the openness of the commodity market and optimize service market access rules [2] - The article discusses the proactive alignment with international high-standard economic and trade rules to expand autonomous openness and improve the effectiveness of institutional openness [2][3] Group 2 - The meeting called for accelerating the cultivation of application scenarios and promoting the large-scale application of new scenarios, focusing on the integration of technology and industry [4] - It was noted that priority should be given to laying out new fields and tracks, high-value small-scale scenarios, and cross-regional comprehensive scenarios to facilitate a complete closed loop from technological breakthroughs to industrial applications [4] - The article mentions the importance of fostering new scenarios through reform and innovation, enhancing infrastructure and platform construction, and creating a favorable innovation ecosystem [4][5] Group 3 - The Ministry of Science and Technology aims to enhance the integration of technological innovation and industrial innovation, focusing on improving overall productivity during the 14th Five-Year Plan period [5] - The article emphasizes the need for a virtuous cycle between technology, industry, and finance to attract more financial resources towards technological innovation and achieve efficient allocation [5]
破解投保难!燃油营运车,增设投保入口
券商中国· 2025-10-31 15:01
Core Viewpoint - The "Car Insurance Easy to Insure" platform has expanded to include fuel-operated commercial vehicles, addressing the insurance difficulties faced by these vehicles, similar to the previous support for new energy vehicles [1][3]. Group 1: Platform Overview - The "Car Insurance Easy to Insure" platform was launched on January 25, 2025, under the guidance of the Financial Regulatory Bureau, aiming to provide insurance access for high-risk new energy vehicles [2]. - Over 110 million new energy vehicles have successfully insured through the platform, providing coverage of 1.1 trillion yuan [2]. Group 2: Challenges and Solutions - Fuel-operated commercial vehicles face insurance difficulties due to high usage intensity and accident rates, leading to increased claims costs [3]. - The Financial Regulatory Bureau has recognized the importance of these vehicles to the economy and public transport, prompting the inclusion of high-risk fuel-operated vehicles in the insurance platform [3][4]. Group 3: Implementation and Process - The insurance process for fuel vehicles mirrors that of new energy vehicles, allowing personal clients to use WeChat or Alipay for self-service insurance, while corporate clients can register online for follow-up service [5]. - The platform has onboarded 11 insurance companies to provide coverage for high-risk fuel-operated vehicles, ensuring they meet necessary financial stability and operational standards [6][7]. Group 4: Responsibilities and Standards - Insurance companies participating in the platform are required to uphold consumer rights and ensure high-quality service, adhering to regulatory standards for claims processing [8].
更换行长,撤销监事会!宜宾银行一周两个大动作!
券商中国· 2025-10-31 15:01
本周宜宾银行动作连连。 按照公开简历信息,生于1979年4月的蒋琳,从2004年毕业到2024年的20年间, 并无银行从业经验, 履历显示其在重庆市政 府研究室、成都市委政研室、成都市金融工作办公室、天府国际基金小镇、万创投资控股成都有限公司、宜宾银行第一大股 东五粮液集团等任职。 记者整理相关政府网站信息,整理出了蒋琳近两年的任职轨迹: 2023年9月21日,宜宾市政府六届34次常务会议提名免去蒋琳五粮液股份有限公司副总经理、董事职务,推荐蒋琳为宜宾银行 副行长、董事; 2024年4月16日,宜宾市政府六届43次常务会议又提名免去蒋琳的宜宾银行副行长职务; 2025年4月,中共宜宾市委组织部发布干部任前公示,现任五粮液党委委员,宜宾银行党委副书记、董事蒋琳拟任市属企业正 职。而就在同月初,宜宾银行刚宣布执行董事、行长杨兴旺"因个人身体原因"请辞。 周四(10月30日)董事会审议通过委任新行长,周一(10月27日)股东大会审议通过撤销监事会。 拟任有银行从业经历的行长 今日较受关注的银行业人事动态,是宜宾银行原拟任四个多月的行长,突然辞任了,该行董事会同日审议通过了一位新行 长。 具体情况是:宜宾银行蒋琳向该 ...
港股突发!暗盘,暴涨超130%!
券商中国· 2025-10-31 15:01
Core Viewpoint - The Hong Kong IPO market is experiencing a significant surge, with new stocks showing remarkable performance on their debut, indicating strong investor interest and market dynamics [2][6]. Group 1: Market Performance - Minglue Technology is set to list on the Hong Kong stock exchange on November 3, 2023, with its stock price in the dark market soaring over 130% during trading [2][3]. - In October, 12 new stocks were listed in Hong Kong, with 11 of them recording gains on their first trading day, highlighting a robust IPO environment [6][8]. - The highest debut gain was seen with Jinye International Group, which surged by 330%, while Changfeng Pharmaceutical provided a return of approximately 12,000 HKD for a single lot [2][6]. Group 2: Subscription and Demand - Minglue Technology's IPO raised approximately 1.02 billion HKD, with an oversubscription of about 3462 times, indicating strong demand from investors [5][6]. - The total number of subscription participants in October exceeded 2.89 million, marking a 62% increase from September [8]. - Jinye International Group achieved an extraordinary oversubscription rate of over 11,464 times, making it the "super subscription king" of Hong Kong IPOs since 2025 [8]. Group 3: Key Statistics - Minglue Technology's stock opened at 232 HKD, a 64.54% increase from its issue price of 141 HKD, and closed at 297 HKD, reflecting a 110.64% gain [3][5]. - The total fundraising amount for the 12 companies that went public in October reached 27.71 billion HKD, a 91.58% increase compared to the same period last year [6].
王文涛最新发文!详解全面落实扩大高水平对外开放四大主要任务
券商中国· 2025-10-31 11:03
Core Viewpoint - The article emphasizes the importance of expanding high-level opening-up in China, focusing on self-initiated openness, trade innovation, bilateral investment cooperation, and high-quality construction of the "Belt and Road" initiative [1]. Group 1: Expanding Self-Initiated Openness - The Ministry of Commerce aims to align with international high-standard economic and trade rules while expanding market access, particularly in the service sector [2]. - Plans include expanding pilot projects in sectors like value-added telecommunications, biotechnology, and foreign-funded hospitals, as well as enhancing openness in education and culture [2]. - The government will implement zero-tariff treatment for all least developed countries with diplomatic relations and accelerate the process of regional and bilateral trade investment agreements [2]. Group 2: Promoting Trade Innovation Development - The focus is on enhancing the quality and efficiency of foreign trade, aiming to build a strong trading nation [3]. - Strategies include optimizing goods trade, expanding intermediate goods trade, and promoting digital trade [3]. - The government encourages the development of service trade, particularly in knowledge-intensive and traditional service sectors, while also enhancing the management of cross-border service trade [3]. Group 3: Expanding Bilateral Investment Cooperation - The initiative aims to create a strong "Invest in China" brand and promote international cooperation in industrial and supply chains [4]. - Efforts will be made to reduce the negative list for foreign investment access and improve the service guarantee system for foreign enterprises [4]. - The government plans to enhance the overseas comprehensive service system and promote a collaborative ecosystem for outbound investment [4]. Group 4: High-Quality Construction of the "Belt and Road" - The focus is on strengthening mutual trust and benefit integration with partner countries, expanding win-win development opportunities [5]. - The government aims to enhance strategic alignment with partner countries and improve connectivity networks [5]. - There will be an emphasis on green development, artificial intelligence, digital economy, and other emerging fields to foster new cooperation spaces [5].