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大反转!女主播确认系摆拍
券商中国· 2025-10-27 15:13
经查,这一看似励志的故事实则是精心摆拍的虚假宣传视频。该企业并未聘请其所称的某大型科技公司前首席 女技术黑客,视频中的女主播也并非"女技术黑客",视频表述内容与实际情况不符,此类虚假宣传博流量的行 为误导网民,扰乱公共秩序。 违法行为被查处 长沙公安网安部门立即启动联合执法机制,通报市场监管部门并配合开展核查处置。 经查,该企业为博取眼球、吸引流量、牟取利益,长期在其运营的4个短视频账号发布虚假摆拍内容,已违反 《中华人民共和国广告法》第四条、第二十八条相关规定。 依据法律规定,市场监管部门对该企业处以罚款20万元的行政处罚,并责令其立即停止违法行为,删除全部虚 假视频。 警方提示 据公安部网安局10月27日消息,近期,湖南长沙市场监管部门会同属地公安机关成功查处一企业内员工虚 构"某大型科技公司前首席女技术黑客"身份发布虚假广告案,涉案企业被依法处罚,相关违法账号已被注销。 编造人设只为卖课 2025年2月,长沙市公安局高新分局网安部门工作中发现,辖区某教育机构在某短视频平台发布多个标榜"某大 型科技公司前首席女技术黑客卖力直播无人问津"的推广视频。 视频中,一名自称"江苏籍前首席女技术黑客"的主播,刻意营 ...
深夜,暴涨!发生了什么?
券商中国· 2025-10-27 15:13
阿根廷资产上演史诗级暴涨。 在阿根廷总统米莱领导的执政联盟赢得中期选举后,阿根廷股市、汇市全线暴涨,阿根廷主要股指一度暴涨超 20%,阿根廷比索兑美元汇率一度暴涨超10%。有分析认为,执政联盟的选举结果好于预期,消除了阿根廷政 策连续性的最大不确定性。 与此同时,美股市场亦集体走强,道指、纳指、标普500指数均创出历史新高,美股芯片股领涨,费城半导体 指数大涨超2%,亦创下历史新高,高通一度暴涨超21%,创2019年以来最大日内涨幅,该公司推出AI芯片, 在数据中心市场与英伟达展开竞争。有分析指出,贸易紧张局势缓和提振了市场做多情绪,避险资产黄金、白 银价格大幅跳水,现货黄金跌破4000美元/盎司。 美股全线爆发 北京时间10月27日晚间,美股开盘后,美股三大指数集体高开,截至22:30,道指涨0.51%,标普500指数涨 0.88%,纳指涨1.45%,均刷新历史新高。 美股大型科技股全线走高,特斯拉大涨超3%,谷歌、Meta涨超2%,英伟达、苹果、微软、亚马逊均涨超 1%。 有分析指出,贸易紧张局势缓和提振了市场做多情绪,作为最容易受到贸易关系影响的板块,美股芯片股领 涨,费城半导体指数大涨2.7%,创下历 ...
这只“ST”股获多只公募青睐!什么原因?
券商中国· 2025-10-27 15:13
Core Viewpoint - The article highlights the significant interest from public funds in ST Huatuo, which has seen a remarkable stock price increase of 265.18% year-to-date, driven by strong performance in the gaming sector and a successful new mobile game launch [1][4]. Group 1: ST Huatuo's Performance - As of the end of Q3, ST Huatuo was heavily held by multiple public funds, including Yongying Fund and Rongtong Fund, with a year-to-date increase of 265.18% and a market capitalization of approximately 139.4 billion yuan [1][4]. - The company reported total revenue of 17.207 billion yuan for the first half of the year, representing an 85.50% increase, and a net profit of 2.656 billion yuan, up 129.33% year-on-year, marking a historical high [4]. Group 2: Public Fund Investment Strategy - Public funds have a rigorous selection process for stocks, especially for ST stocks, focusing on fundamental and liquidity assessments [2][7]. - The process involves multiple rounds of screening, where stocks must pass through various categories, including basic, alternative, core, and risk stock pools, with a strong emphasis on fundamental analysis [7][8]. Group 3: New Consumption Trends - The article notes a shift in focus towards "new consumption" sectors, such as gaming and IP derivatives, as traditional consumption categories are being deprioritized by fund managers [9]. - Fund managers are increasingly looking for growth opportunities in high-potential segments, including gaming and export-oriented companies, as they anticipate significant growth in these areas [9]. Group 4: Gaming Industry Outlook - The gaming sector has seen a substantial increase, with the China gaming index rising over 40% year-to-date, and expectations for continued growth driven by policy support and technological advancements [10]. - The gaming industry is projected to transition from an adjustment phase to a high prosperity phase by 2025, supported by dual drivers of performance and valuation increases [10].
注册资本100亿元!国有大行AIC新成员来了
券商中国· 2025-10-27 15:13
Core Viewpoint - Postal Savings Bank of China (PSBC) has received approval from the National Financial Regulatory Administration to establish a financial asset investment company, which will enhance its comprehensive service capabilities and support technological innovation in the country [1][2]. Group 1: Establishment of the Investment Company - The newly established company, China Postal Financial Asset Investment Co., will have a registered capital of 10 billion yuan and will be a wholly-owned subsidiary of PSBC [2]. - The establishment of this investment company aligns with national policies aimed at promoting technological innovation and supporting private enterprises [2]. - PSBC aims to integrate the new investment company into its overall development strategy, creating four key platforms to enhance its service offerings [2]. Group 2: Expansion of AIC Licenses - The pace of expanding financial asset investment company (AIC) licenses has accelerated, with several major banks, including PSBC, actively establishing their own AICs [3][4]. - As of October 2023, five major AICs have registered a total of 82 funds, surpassing the total number registered in 2024 [6][7]. - The expansion of AICs is primarily driven by the need to promote technological innovation, with significant investments being made in the sector [3][4]. Group 3: Impact on Banking Sector - The establishment of AICs is expected to open new business opportunities for banks, allowing them to invest in non-listed companies and enhance the value of their financial licenses [8]. - Analysts predict that AICs will facilitate the integration of social capital into technological enterprises, thereby supporting innovation and reducing investment risks [8][9]. - The opening of equity investment permissions for banks is seen as a crucial step in diversifying their revenue streams amid narrowing profit margins from traditional lending [8].
今夜!两大利好,来袭!
券商中国· 2025-10-27 13:50
Core Viewpoint - The article highlights a significant increase in the performance of several A-share listed companies in the third quarter, alongside favorable policy announcements from the China Securities Regulatory Commission (CSRC) aimed at enhancing investor protection and optimizing the environment for foreign investors [1][8][10]. Company Performance - **Gaode Infrared** reported Q3 revenue of 1.134 billion yuan, up 71.07%, and net profit of 401 million yuan, up 1143.72%. For the first three quarters, revenue was 3.068 billion yuan, up 69.27%, and net profit was 582 million yuan, up 1058.95% [3]. - **Shenghong Technology** announced Q3 revenue of 5.086 billion yuan, up 78.95%, and net profit of 1.102 billion yuan, up 260.52%. For the first three quarters, revenue was 14.117 billion yuan, up 83.40%, and net profit was 3.245 billion yuan, up 324.38% [3]. - **Tongfu Microelectronics** reported Q3 revenue of 7.078 billion yuan, up 17.94%, and net profit of 448 million yuan, up 95.08%. For the first three quarters, revenue was 20.116 billion yuan, up 17.77%, and net profit was 860 million yuan, up 55.74% [4]. - **Northern Rare Earth** disclosed Q3 revenue of 11.425 billion yuan, up 33.32%, and net profit of 610 million yuan, up 69.48%. For the first three quarters, revenue was 30.292 billion yuan, up 40.50%, and net profit was 1.541 billion yuan, up 280.27% [4]. - **Shenxinfeng** reported Q3 revenue of 2.116 billion yuan, up 9.86%, and net profit of 147 million yuan, up 1097.40%. For the first three quarters, revenue was 5.125 billion yuan, up 10.62%, with a net loss of 80.56 million yuan [5]. - **Jiangshan Co.** announced Q3 revenue of 1.157 billion yuan, up 2.75%, and net profit of 86.73 million yuan, up 11890%. For the first three quarters, revenue was 4.516 billion yuan, up 5.20%, and net profit was 425 million yuan, up 147.91% [5]. - **Delinhai** reported Q3 revenue of 185 million yuan, up 94.96%, and net profit of 48.73 million yuan, up 1322.74%. For the first three quarters, revenue was 293 million yuan, down 2.39%, and net profit was 45.64 million yuan, up 61.87% [5]. - **Yongmaotai** disclosed Q3 revenue of 1.655 billion yuan, up 59.65%, and net profit of 30.41 million yuan, up 6319.92%. For the first three quarters, revenue was 4.275 billion yuan, up 54.66%, and net profit was 50.18 million yuan, up 39.58% [6]. - **Nanjing Public Utilities** reported Q3 revenue of 3.102 billion yuan, up 165.53%, and net profit of 84.62 million yuan, up 2492.12%. For the first three quarters, revenue was 5.968 billion yuan, up 64.06%, and net profit was 116 million yuan, up 903.99% [6]. - **Hui Sheng Biological** announced Q3 revenue of 437 million yuan, up 22.76%, and net profit of 70.72 million yuan, up 1575.79%. For the first three quarters, revenue was 1.26 billion yuan, up 58.92%, and net profit was 188 million yuan, up 494.28% [6]. - **Daheng Technology** reported Q3 revenue of 453 million yuan, up 26.86%, and net profit of 71.48 million yuan, up 1960.72%. For the first three quarters, revenue was 1.296 billion yuan, up 13.11%, and net profit was 68.74 million yuan, compared to a loss of 6.41 million yuan in the previous year [7]. Policy Developments - The CSRC released the "Opinions on Strengthening the Protection of Small and Medium Investors in the Capital Market," which aims to enhance the investor protection mechanism and guide the work of protecting small and medium investors [1][10]. - The CSRC also introduced the "Qualified Foreign Investor System Optimization Work Plan," which seeks to provide a more transparent, convenient, and efficient institutional environment for foreign investors [1][9]. - CSRC Chairman Wu Qing announced the initiation of reforms for the Growth Enterprise Market, establishing listing standards that better align with the characteristics of emerging industries and future innovation enterprises [1][9].
扩大制度开放!合格境外投资者新政来了
券商中国· 2025-10-27 13:50
Core Viewpoint - The China Securities Regulatory Commission (CSRC) released the "Qualified Foreign Institutional Investor (QFII) System Optimization Work Plan," aiming to enhance the adaptability and attractiveness of the QFII system by implementing various measures to create a more transparent, convenient, and efficient investment environment for foreign investors [1][2]. Group 1: Optimization of Access Management - The plan includes two key measures for optimizing access management: the integration of QFII qualification approval and account opening processes, and the establishment of a "green channel" for allocation-type foreign capital, both effective from October 27 [2]. - These measures aim to streamline and simplify the approval and account opening processes for foreign investors, reducing application processing times and operational costs, thereby encouraging long-term capital inflows from various foreign professional institutions [2]. Group 2: Expansion of Investment Scope - The plan leverages the broad coverage of QFII channel products to support risk management and asset allocation needs, allowing QFIIs to invest in ETF options and participate in a wider range of commodity futures and options trading [2]. - It aims to continuously and gradually open up more commodity futures and options to meet the diverse asset allocation strategies and hedging needs of foreign investors [2]. Group 3: Future Developments - The CSRC plans to accelerate the implementation of additional measures outlined in the plan and further deepen research on the QFII system to enhance its attractiveness to foreign long-term capital [3]. - The goal is to establish a new open framework characterized by coordinated onshore and offshore channels, balanced development of allocation-type and trading-type funds, and positive interactions between domestic and foreign securities, fund, and futures institutions [3]. Group 4: Historical Context and Current Status - Since its introduction in 2002, the QFII system has operated smoothly, playing a positive role in attracting foreign long-term capital, optimizing the investor structure, promoting the internationalization of the RMB, and supporting the stable and healthy development of China's capital market [3]. - As of now, there are 913 QFIIs in the market, including various types of investors such as fund management companies, commercial banks, insurance companies, and sovereign wealth funds, with total onshore asset scale exceeding 1 trillion RMB [3].
英国宣布制裁11家中企,商务部发声
券商中国· 2025-10-27 13:50
Core Viewpoint - The Chinese government firmly opposes the UK's unilateral sanctions against 11 Chinese companies under the pretext of the Russia-Ukraine conflict, emphasizing that such actions lack international legal basis and negatively impact Sino-British economic relations [2]. Group 1 - The UK announced a new round of sanctions on October 15, targeting 11 Chinese companies [2]. - China maintains that it strictly controls the export of dual-use items and that normal cooperation between Chinese and Russian enterprises should not be disrupted [2]. - The Chinese government urges the UK to correct its actions and withdraw the sanctions to preserve the overall framework of Sino-British economic cooperation [2].
王毅同美国国务卿鲁比奥通电话
券商中国· 2025-10-27 13:50
百万用户都在看 暴跌99%!超级巨头,发生了什么? 利空突袭!评级再下调 A股,突发!A50直线猛拉! 刚刚,暴涨超1000点!特朗普,大消息! 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 10月27日,中共中央政治局委员、外交部长王毅同美国国务卿鲁比奥通电话。 王毅表示,中美关系牵动世界的走向,一个健康、稳定、可持续的双边关系符合两国长远利益,也是国际社会 共同期待。习近平主席和特朗普总统都是世界级领袖,长期交往、彼此尊重,这已成为中美关系最宝贵的战略 资产。前段时间,中美经贸关系再次出现波折。通过吉隆坡经贸会谈,双方澄清了立场,增进了理解,就对等 解决当前紧迫的经贸问题达成框架共识。这再次证明,只要双方不折不扣落实两国元首达成的重要共识,秉承 平等、尊重、互惠精神,坚持通过对话化解矛盾,摒弃动辄施压的做法,就有可能推动两国关系稳下来、向前 走。希望双方相向而行,为中美高层互动做好准备,为两国关系发展创造条件。 鲁比奥表示,美中关系是世界上最重要的双边关系,期待通过高层互动,向世界发出积极信号。 来源:新华社 责编:汪云鹏 排版:汪云鹏 校 对 ...
全面能力升级!申港证券吴晶:从通道服务到生态整合,投行要实现能力跃迁
券商中国· 2025-10-27 12:54
2024年9月24日,证监会发布《关于深化上市公司并购重组市场改革的意见》(简称"并购六条"),为 中国并购市场注入新的活力,带来机制创新。如今政策已满一周年,这场以"市场化、法治化、国际 化"为方向的改革,正在深刻重塑并购市场的生态格局。 "并购六条"发布一周年之际,券商中国记者近期专访了申港证券副总裁吴晶。 吴晶表示,"并购六条"实施一周年来,中国并购重组市场活力得到了有效激发,市场功能持续优化,其核 心特征是从以往的"数量增长"转向"质量提升",从"套利型并购"转向"战略型、产业型并购"。 "并购重组将更加服务于国家战略导向和产业升级,硬科技、绿色经济、生命健康等领域将持续活跃。随 着政策包容性和审核效率的提升,以及市场参与各方的不断成熟,更多元、更复杂的创新交易案例有望涌 现。"吴晶表示,整合风险和后续协同效应的实现,将愈发成为决定并购最终成败的关键,这对上市公司 和中介机构的专业能力提出了更高要求。 并购业务迎来战略机遇期 "并购六条"发布以来,中国并购市场迎来了显著的结构性变化,并购市场活跃度明显提升,上市公司并购 重组数量快速增长,以首次公告作为统计口径,2024年9月24日后至2025年8月3 ...
国务院任免国家工作人员
券商中国· 2025-10-27 12:30
Group 1 - The article reports the recent appointments and dismissals of national officials by the State Council, including the appointment of Ke Jixin as the Vice Minister of the Ministry of Industry and Information Technology and Chen Shaowang as the Vice Minister of the Ministry of Housing and Urban-Rural Development [1] - Other notable appointments include Pang Xiaogang as the Deputy Director of the State-owned Assets Supervision and Administration Commission and Rui Wenbiao as the Deputy Director of the National Intellectual Property Administration [1] - The article also mentions the dismissal of Lu Pengqi from the position of Deputy Director of the National Intellectual Property Administration [1]