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突发利空!直线跳水!巴菲特这次输了?
券商中国· 2026-01-21 11:32
"股神"巴菲特即将出手? 受伯克希尔·哈撒韦公司或将抛售的利空消息影响,美国食品巨头卡夫亨氏股价在美股周三盘前直线跳水,一 度大跌近4%。据该公司向美国证券交易委员会(SEC)提交的文件,伯克希尔·哈撒韦公司可能会出售其持有 的卡夫亨氏27.5%的股份。 巴菲特与卡夫亨氏的缘分始于2013年,当时巴菲特主导伯克希尔·哈撒韦公司与巴西私募3G Capital合作私有化 亨氏公司,交易总价值达280亿美元。2015年,巴菲特与3G又推动亨氏与卡夫合并。 从股价表现不难看出,巴 菲特的这笔投资大概率将以失败告终,卡夫亨氏股价已连续三年录得下跌,最新股价较2017年的高点跌去近7 成,沦为美股食品板块表现最差的股票之一。 伯克希尔或大举出售 美东时间1月20日,卡夫亨氏提交给SEC的招股说明书补充文件显示,伯克希尔·哈撒韦公司可能会出售其所持 卡夫亨氏27.5%的股份,从而退出这项已持续十余年但算不上成功的投资。 卡夫亨氏向SEC提交的这份文件为伯克希尔·哈撒韦公司可能转售其持有的3.254亿股股份事宜进行了登记。截 至目前,伯克希尔·哈撒韦公司是卡夫亨氏最大的股东。 受此影响,在美股周三盘前交易中,卡夫亨氏股价大幅 ...
尾盘异动!A股,三大信号“闪现”
券商中国· 2026-01-21 08:20
Core Viewpoint - The A-share market is experiencing significant fluctuations, particularly in the trading volume of broad-based ETFs, indicating potential shifts in market sentiment and investor behavior [1][2]. Group 1: Market Performance - The A-share market showed a relatively strong performance today, with the Shanghai Composite Index rising by 0.08%, the Shenzhen Component Index increasing by 0.7%, and the ChiNext Index up by 0.54% [2]. - The trading volume for major ETFs surged, with the Shanghai 50 ETF (510050) reaching a transaction volume of 16.9 billion yuan, and the Huatai-PB Shenzhen 300 ETF (510300) hitting 23.2 billion yuan [2]. - Over 3,000 stocks in the Shanghai and Shenzhen markets closed in the green, contributing to a total trading volume exceeding 2.62 trillion yuan [2]. Group 2: Market Signals - The A50 index is at risk of a seven-day decline, which would indicate a bearish trend diverging from the average stock price in the A-share market [1][2]. - Large-cap stocks, including major banks and companies like ICBC, Agricultural Bank of China, and Kweichow Moutai, are showing a bearish arrangement, suggesting a potential risk in the market [2]. Group 3: Market Outlook - Analysts suggest that the market is currently in a consolidation phase, with a need for reduced trading volumes and financing balances to stabilize [3]. - As of January 20, the total financing balance in the two markets was approximately 26.83 billion yuan, reflecting a decrease of 1.38 billion yuan from the previous trading day [3]. - The prevailing market sentiment is leaning towards a "slow bull" trend, with expectations for a spring market rally once global risk factors, particularly geopolitical tensions, are resolved [3][4].
上海税务部门处罚“拼多多”
券商中国· 2026-01-21 08:20
据新华社,从国家税务总局上海市长宁区税务局获悉,上海寻梦信息技术有限公司("拼多多"平台运营主体) 未按照《互联网平台企业涉税信息报送规定》的要求报送涉税信息,被税务机关责令限期改正。企业虽已进行 整改但未在规定期限内完成,该局依法依规对"拼多多"作出罚款10万元的处罚决定。 据介绍,《互联网平台企业涉税信息报送规定》在2025年发布实施后,"拼多多"未按照要求报送2025年第三季 度平台内经营者和从业人员涉税信息。税务机关在2025年11月依法对其作出责令限期改正通知,但其未在规定 期限内改正。就此,上海市长宁区税务局依法依规对"拼多多"处以10万元罚款。 二级市场上, 拼多多美股夜盘涨超5%。 来源:新华社 未 经 授 权 禁 止 转 载 , 否 则 将 追 究 相 应 法 律 责 任 。 看券商中国 知天下财经 F 责编:王璐璐 校对:彭其华 百万用户都在看 两大利空突袭!A50走低,亚太市场遭"双杀"! 跨界并购!牛股尾盘,封死涨停!A股又一信号闪现 100%关税!美国,突发威胁!事关芯片,韩国紧急回应! "黑天鹅"来袭!刚刚,欧洲股市全线杀跌! 违法和不良信息举报电话:0755-83514034 邮 ...
中美将举行另一轮贸易谈判?外交部回应
券商中国· 2026-01-21 08:20
Group 1 - The Chinese government emphasizes the importance of implementing the consensus reached by the leaders of China and the United States to enhance economic cooperation and provide stability to the global economy [2] - France's President Macron calls for increased Chinese investment in Europe, highlighting the need for a fair and non-discriminatory market environment for Chinese enterprises [3] - The essence of China-Europe economic relations is based on mutual benefits and complementary advantages, with China encouraging its companies to invest in Europe under market principles [3] Group 2 - The Chinese government has consistently supported capable Chinese enterprises in pursuing investments in Europe, urging European counterparts to maintain an open mindset and promote healthy economic relations [3] - The current international situation is described as unstable, and strengthening cooperation between China and the UK is seen as beneficial for both countries and the world [2] - The Chinese side is open to discussions regarding trade negotiations with the US, suggesting that specific inquiries should be directed to the relevant authorities [2]
安倍晋三遇刺案宣判
券商中国· 2026-01-21 08:20
据日本广播协会报道,日本奈良地方法院21日就日本前首相安倍晋三遇刺案作出判决,被告山上彻也被 判处无期徒刑。 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 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 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 。 看券商中国 知天下财经 F 2022年7月8日,安倍在奈良市街头为自民党参议员候选人助选时遭枪击,经抢救不治身亡,终年67岁。 嫌疑人山上当场被捕。 来源:人民日报 责编:王璐璐 校对:彭其华 百万用户都在看 两大利空突袭!A50走低,亚太市场遭"双杀"! 跨界并购!牛股尾盘,封死涨停!A股又一信号闪现 100%关税!美国,突发威胁!事关芯片,韩国紧急回应! "黑天鹅"来袭!刚刚,欧洲股市全线杀跌! ...
首次查处金融债低价承销!交易商协会通报
券商中国· 2026-01-21 06:43
近日,银行间市场交易商协会通报了2025年度银行间债券市场违规行为自律查处情况。 持续强化对信息披露、募集资金的关注与违规查处力度,加强对城投企业的合规管理。针对平台企业挪用募集 资金、违规划转资产、贸易收入异常等问题,开展专项排查。全年累计对20家涉事机构实施自律处分,覆盖发 行企业、会计师事务所、增信机构、资金监管银行等各类主体。 持续完善自律规则,推动业务规范与自律查处相互促进。承销发行环节发布3项专门通知,重点规范发行定价 扭曲、非市场化发行及低价承销等问题;交易环节强化全流程管控,修订债券交易自律规则,制定交易信息保 存细则,出台估值业务指引,发文规范投顾业务;存续期强化募集资金管理及信息披露要求,发布专项通知, 明晰募集资金管理责任边界,推进信息披露制度体系修订。 交易商协会表示,下一步将在人民银行指导下,聚焦银行间债券市场突出问题和薄弱环节,继续严惩危害市场 平稳运行的各类违规行为,持续净化市场生态,助力银行间债券市场高质量发展。 此外,2024年交易商协会作出自律处分88家(人)次,涉及47家机构和41位责任人,对34家机构的轻微违规行 为予以自律管理措施。 责编:战术恒 排版:汪云鹏 校对: ...
韩德洙被判23年
券商中国· 2026-01-21 06:43
Core Viewpoint - The article discusses the sentencing of former South Korean Prime Minister Han De-soo to 23 years in prison for his involvement in a coup-related case, highlighting the court's classification of the emergency martial law declared on December 3, 2024, as an act of internal rebellion [1]. Summary by Sections - The Seoul Central District Court sentenced Han De-soo to 23 years for assisting in internal rebellion, executing important tasks related to the rebellion, and committing perjury [1]. - The court identified the emergency martial law declared by then-President Yoon Suk-yeol on December 3, 2024, as an act of internal rebellion, with Han De-soo failing to prevent the president's abuse of power and instead providing assistance [1]. - Prosecutors accused Han De-soo of conspiring with Yoon Suk-yeol to fabricate documents related to the martial law, attempting to legitimize the emergency declaration, and later lying about his knowledge of the documents [2].
涨超16%!盘中,突然异动!刚刚,利好传来!
券商中国· 2026-01-21 06:43
机器人概念股,集体异动! 今日(1月21日),港股市场机器人概念股集体走强,微创机器人一度大涨超16%,卧安机器人一度涨超 11%。A股机器人概念股亦是大幅异动,奕帆传动、锋龙股份一字涨停,方正电机、卧龙新能、广合科技、模 塑科技等公司也在盘中大幅拉升至涨停。 盘中,机器人板块的细分领域——人形机器人产业迎来利好消息:工信部副部长张云明21日上午表示,下一 步,工信部将强化国家人工智能产业投资基金对人形机器人的支持力度,发布人形机器人与具身智能综合标准 化体系建设指南。 今日,港股机器人概念股集体走高,微创机器人盘中一度涨超16%,卧安机器人一度涨超11%,越疆涨超5%, 优必选涨近3%。 此外,A股机器人概念股表现活跃。奕帆传动20%涨停,华自科技涨超16%,天智航涨超13%,锋龙股份、可 立克、方正电机、卧龙新能、广合科技、模塑科技、麦格米特等近10只个股10%涨停。其中,锋龙股份已连续 16个交易日涨停。 值得注意的是,锋龙股份在2025年12月17日至2026年1月13日期间连续13个交易日涨停,自2026年1月14日起停 牌核查。自1月19日复牌以来,该公司又收获了3个一字涨停板。昨晚,锋龙股份再度 ...
稳步发展数字人民币!多地部署新年重点任务,跨境支付与普惠金融成发力点
券商中国· 2026-01-21 06:43
随着试点范围有序扩大、应用场景持续深化,数字人民币作为中国人民银行(下称"央行")发行的法定数 字货币,正逐步展现其在推动金融科技创新、提升支付效率、促进经济包容性增长等方面的系统性价值。 2026年伊始,上海、云南、重庆、四川等多地的央行分支机构陆续召开年度工作会议,在系统总结2025年工作 成果的基础上,明确部署了新一年发展数字人民币的重点任务。 在央行"稳步发展数字人民币"的框架指引下,各地正结合区位优势和发展重点,在跨境贸易、普惠金融、国际 金融中心建设等关键领域,形成差异化、协同化的发展路径。 多地最新部署 2026年初,各省市数字人民币工作部署呈现出精细化、纵深化特征,"一点一策、百花齐放"的局面日益清晰。 有分析人士指出,数字人民币试点工作已迈入"场景深耕"的阶段,未来数字人民币也会更加聚焦跨境支付、产 业互联网、政务民生等重点领域,持续深化创新应用。"当前,数字人民币仍面临用户习惯培育、跨境互联互 通等挑战。但场景创新的实践已证明,只有将法定货币的权威性与场景需求的灵活性相结合,才能释放数字人 民币的最大价值。"该分析人士说。 作为金融改革开放的前沿阵地,上海在2025年已实现"数字人民币国际 ...
海南自贸港封关满月,券商抢滩布局新赛道!
券商中国· 2026-01-21 03:55
Core Viewpoint - The establishment of the Hainan Free Trade Port marks a significant milestone in China's financial opening, presenting substantial opportunities for securities firms to engage in local industry chains, cross-border asset management, and state-owned enterprise reforms [1][2]. Group 1: Opportunities and Developments - Securities firms are actively participating in Hainan's development by launching financing activities and establishing local offices, such as Zhongtai Securities and Southwest Securities [2][3]. - The unique institutional advantages of Hainan post-closure, including trade and investment freedoms, are expected to attract multinational companies and create diverse financial demands [2][3]. - The policy dividends are anticipated to accelerate the gathering and upgrading of key industries like tourism, modern services, high-tech industries, and tropical agriculture, leading to increased demand for corporate restructuring, financing, mergers, and listings [3]. Group 2: Strategic Approaches - Securities firms are focusing on deepening industry engagement and providing tailored financing solutions to support local industry upgrades [4][5]. - Zhongtai Securities is establishing a 1 billion yuan fund for aerospace information and developing risk management tools for local agriculture and commodity trading [4]. - Galaxy Securities is leveraging Hainan's strategic position to connect with ASEAN capital markets and facilitate cross-border financial services [5]. Group 3: Cross-Border Asset Management - Cross-border asset management is emerging as a key area for securities firms in Hainan, with several institutions already registered for pilot programs [6][7]. - The establishment of the "Hainan Cross-Border Asset Management Business Center" by Jinyuan Securities aims to enhance international investment channels and develop localized asset management products [7]. - The asset management sector is expected to benefit from increased foreign capital inflow and the establishment of brand advantages by specialized firms [6]. Group 4: Challenges and Responses - The demand for composite talents who understand both investment banking and local industry policies is critical for providing precise services in Hainan [8][9]. - Compliance and risk management challenges are heightened due to increased cross-border capital flows following the port's closure [8][9]. - Securities firms are focusing on internal capacity building and enhancing collaboration between local branches and headquarters to effectively address these challenges [9].