2025年5月15日是"全国投资者保护宣传日"，"全国投资者保护宣传日"是中国证监会于2019年设立的法 定宣传日，旨在倡导理性投资文化并强化投资者权益保护。 基金有风险，入市需谨慎。 稍不留意就会让自己掉进"坑"里。 今天正值"5.15全国投资者保护宣传 日"暨"全国防范非法证券期货基金宣传月"，小编就为大家盘点一下，注意规避哦！ 频繁交易，盲目追涨杀跌 迷信排名 不少投资者买基金喜欢追求排名靠前的基金或者是排名第一的基金。基金的排名只能反映过去的业绩， 不能以此预言未来的表现。 基金的业绩表现受客观市场行情和基金经理个人能力的影响。高排名的基金既可能是基金经理投研能力 较强，也可能是吃了宏观经济、市场风格等因素的红利。 持有基金数量越多越好 我们都知道"鸡蛋不能放在一个篮子里"，但是有些投资者不管三七二十一，一口气买了十几只基金，这 么分散，真的好么？ 基金尤其是权益类基金，本身就是一篮子股票的组合。当你买了几只基金之后，相当于买了无数只对应 的股票，风险能力已经降低了。 如果再买十几只基金，会产生两个问题： 追涨杀跌是人性使然，一些投资者喜欢像炒股一样买基金，进行频繁的波段操作。 这种"炒"基金是投资一 ...

在中美两国周一发布联合声明缓和贸易紧张局势后，华尔街大行和利率市场上的交易员们纷 纷降低了对美联储年内降息的押注，对下一次降息的窗口预期也出现大幅延后。 高盛 与 巴克莱 目前均已预计年内首次降息将在12月而非原先预计的7月，花旗则将降息时点 从6月调整至了7月， 摩根大通 也将降息预期从9月推迟至了12月。 德意志银行 表示，我们 的基本假设仍然是，下一次降息是在12月，随后在2026年第一季度再降息两次，每次25个基 点。 虽然每一次降息开启的具体场景不一样，但对于投资而言，很多逻辑是共通的。 据 交银国际 证券 研报统计，自1990年以来的历次降息周期中，在美联储首次降息后，黄 金、债券胜率相对较高，而股票、大宗商品表现不一，美元多呈下降趋势，非美货币普遍上 涨。 免责声明 以上观点来自相关机构，不代表天天基金的观点，不对观点的准确性和完整性做任何保证。 收益率数据仅供参考，过往业绩和走势风格不预示未来表现，不构成投资建议。转引的相关 ↓ 点击"阅读原文" 或上天天基金APP搜索【777】 开户领98元券包 ，优选基金10元起投！ 分享、点赞、在看 顺手三连越来越有钱 富国基金表示，美联储货币政策对各类 ...

Core Viewpoint - The article emphasizes the increasing sophistication and concealment of illegal securities and futures activities, highlighting the need for investors to enhance their risk awareness and ability to identify such traps [1]. Group 1: Identifying Illegal Securities and Futures Traps - **Check Business Qualifications**: Securities and futures activities require approval from the China Securities Regulatory Commission (CSRC). Engaging with unqualified institutions poses a risk of fraud. Investors can verify a company's qualifications through the CSRC website and other official exchanges [2]. - **Examine Marketing Methods**: Legitimate institutions use cautious language and disclose risks, while illegal operators often employ exaggerated claims and promises of guaranteed returns to lure investors. Terms like "instant wealth" or "expert guidance" are red flags [3]. - **Scrutinize Remittance Accounts**: Illegal activities often involve personal or non-institutional accounts for fund transfers. Legitimate firms only operate through company accounts. Investors should be wary of any requests for payments to personal accounts [4]. - **Verify Website URLs**: Illegal websites typically have nonsensical URLs or slight variations of legitimate sites. Investors should cross-check URLs against official regulatory websites to avoid falling into traps [5].

Core Viewpoint - The A-share market experienced a collective decline in major indices, while the automotive sector surged, driven by favorable policies and market dynamics [1][5][6]. Market Overview - The three major indices in A-shares showed volatility and adjustment, with over 3,000 individual stocks rising despite the overall downturn [2]. - The total trading volume in the two markets reached 1.09 trillion yuan, with the automotive and traditional Chinese medicine sectors performing well, while insurance, brokerage, and liquor sectors faced significant declines [4]. Policy and Market Environment - Analysts suggest that the domestic and international market environments are improving, with easing of the US-China trade conflict and supportive policies from the central bank and regulatory bodies, which are conducive to further A-share growth [5]. - The recent interest rate cut by the central bank, releasing 1.2 trillion yuan, has been partially priced in by the market, leading to a preference for defensive assets [7]. Sector Performance - The automotive sector saw a notable increase of over 2%, attributed to new regulations mandating the installation of automatic emergency braking systems in passenger vehicles, indicating a significant shift in market standards [11]. - The financial sector, including banks and securities, experienced declines, negatively impacting the overall index performance [8]. Fund Management and Investment Strategy - The new public fund regulations are expected to lead to a rebalancing of stock, bond, and AH stock allocations, with a focus on aligning performance benchmarks with investment strategies [16][18]. - Analysts recommend that investors pay attention to the alignment of fund performance benchmarks with investment strategies, prioritize long-term performance over short-term rankings, and consider balanced allocations across undervalued sectors and growth areas [25][26][27].

Group 1: AEBS Concept - The AEBS (Automatic Emergency Braking System) concept has gained significant attention, with multiple stocks experiencing substantial increases in value [2] - The Ministry of Industry and Information Technology has completed the drafting of technical requirements and testing methods for light vehicle AEBS, which is now in the public consultation phase [2] - This new standard is expected to transition AEBS from a recommended standard to a mandatory requirement, indicating a countdown to large-scale pre-installed AEBS in the automotive market [2] Group 2: Humanoid Robot Sector - The humanoid robot sector has seen a notable surge, with companies like Yian Technology and Jingzhu Technology reporting significant stock price increases [4] - Recent collaborations, such as the partnership between UBTECH Robotics and Huawei, aim to innovate in product technology and application scenarios for humanoid robots [4] - Tesla's Optimus robots are progressing towards mass production, with plans to deploy thousands by the end of the year and a target of one million units within five years [4][5] Group 3: Market Trends - The A-share market is exhibiting a "seesaw" trend, with strong consumer and high-dividend assets experiencing a pullback, while the previously weak technology sector is rebounding [1] - As of the latest market close, the Shanghai Composite Index fell by 0.52%, while the Shenzhen Component Index and the ChiNext Index rose by 0.08% and 0.16%, respectively [1]

天眼查显示，与小米、"玄戒"有密切联系的上海玄戒技术有限公司2021年成立，注册资本为19.2亿元， 经营范围含集成电路芯片设计及服务等，由X-Ring Limited全资持股，公司法定代表人、执行董事、总 经理是小米高级副总裁曾学忠。曾学忠曾担任紫光展锐CEO，具备丰富的手机通信芯片行业经验。 来源：中国证券报 免责声明 文章封面图来源于AI，以上观点来自相关机构，不代表天天基金的观点，不对观点的准确性 和完整性做任何保证。收益率数据仅供参考，过往业绩和走势风格不预示未来表现，不构成 5月15日晚，小米集团董事长兼CEO雷军发微博称， 小米自主研发设计的手机SoC （System on Chip） 芯片，名字叫玄戒O1，即将在5月下旬发布 。 图片来源：微博截图 2017年，小米曾发布自研的手机SoC芯片澎湃S1 ， 因性能问题反响平平。后来，小米调整策略，专注 开发影像、快充等小芯片。2021年，小米推出澎湃C1影像芯片，这是一款独立于SoC的图像信号处理芯 片（ISP），助力手机影像表现。此外，还推出澎湃P1电源管理芯片（PMIC），可支持高达120W的有 线快充。2022年，小米推出澎湃G1电池管理芯 ...

上天天基金APP搜索【777】开户即可领98元券包 ，优选科技基金10元起投！ 限量发放！ 先到先得！ 金价，大幅波动！ 5月15日，金价剧烈波动，现货黄金盘中一度跌近1.8%并跌破3130美元/盎司。不过随后，金价出现V型大反 弹，截至发稿时，现货黄金涨1%报3209美元/盎司，单日振幅高达2.8%。 有分析指出，随着中美经贸会谈取得超预期进展，全球贸易紧张局势大幅缓解，投资者的避险需求下降，黄金 的吸引力也随之降低。未来，美国关税仍有进一步下降空间，市场风险偏好或进一步回升，贵金属仍面临一定 的调整。 日前，白宫国家经济委员会主任凯文·哈塞特透露，美国总统特朗普从中东返回美国后，将宣布一项新的贸易 协议。 City Index和FOREX.com的市场分析师Fawad Razaqzada表示："虽然长期趋势仍然看涨，但如果看跌势头再持 续几天，我不会感到惊讶。第一个下行目标是3136美元，其次是3073美元，然后是3000美元的大水平。" 来看详细报道！ 金价盘中异动 5月15日盘中，金价一度大幅跳水，现货黄金最低下探至3120美元/盎司，日内跌幅一度接近1.8%；COMEX黄 金期货一度跌超2%，最低触 ...

Group 1 - Federal Reserve Chairman Jerome Powell expressed concerns about the future economic outlook of the United States, leading to a decline in major stock indices on May 15, with the Dow Jones down 0.33%, Nasdaq down 0.77%, and S&P 500 down 0.32% [1][2] - Powell warned of potential increased volatility in inflation, indicating that the U.S. may be entering a period of more frequent and prolonged supply shocks, posing significant challenges for the economy and the central bank [2] - Morgan Stanley economist Michael Hansen noted that tariff policies could lead to a surge in U.S. goods prices in June and July, making the Federal Reserve more cautious about considering interest rate cuts due to the uncertainty and volatility introduced by these policies [2] Group 2 - Walmart's stock fell over 3% as the company anticipates raising some prices this month due to escalating economic turmoil [2] - UnitedHealth's stock plummeted more than 17% amid an investigation by the U.S. Department of Justice into its medical billing practices, with the company claiming it was unaware of the investigation [5] - Chinese concept stock NetEase surged over 13%, reporting a first-quarter net revenue of 28.8 billion RMB, a year-on-year increase of 7.4% [7] Group 3 - The U.S. dollar index experienced a short-term decline, currently reported at 100.845 [8] - In the commodities market, gold prices showed a slight rebound after several days of decline, with both London spot gold and COMEX gold futures returning to the $3,200 per ounce level [10]

巴菲特的最新调仓动作曝光！ 在美国证监会（SEC）网站上最新披露的持仓报告（13F）显示， 今年一季度，"股神"巴菲特旗下伯克希尔大 笔卖出银行股 ，不过对苹果公司的持仓未变。 伯克希尔一季度最大的买入标的是啤酒巨头星座集团（Constellation Brands），增持幅度超过113%，持股数量 达到1201万股。 值得注意的是，上述文件显示，伯克希尔还获得了美国证监会的许可，对一项或多项持股情况保密。 日前，巴菲特在一段媒体发布的专访报道中，解释了自己决定退休的原因。他表示，自己作出退休决定的原因 是他一直在经历衰老的身体影响。"由于某种奇怪的原因，我直到90岁左右才真正开始变老。但当你开始变老 时，它确实会变得不可逆转。"巴菲特说。 大幅减持银行股 周四，根据一份提交给美国证监会的13F文件，伯克希尔在一季度清仓了在花旗集团的头寸（1464万股）。文 件还显示，该公司出售了4866万股美国银行股票，减持比例超过7%。截至3月31日，伯克希尔仍持有超过 6.315亿股美国银行股票。伯克希尔还减持了30万股第一资本金融公司股票，减持比例约为4%。 一季度，伯克希尔没有减持苹果公司的股票。截至3月31日，伯 ...

上天天基金APP搜索【777】开户即可领98元券包 ，优选科技基金10元起投！ 限量发放！ 先到 先得！ 今年一季度就高调看多中国资产的景林资产，加仓路径曝光。 近日，景林资产在美国证券交易委员会（SEC）公布了2025年一季度末的美股持仓情况。 数据显示，截至一季度末，景林资产在美股市场持有31家公司的股票，总市值为32.3亿美元。从调仓动 作来看，景林资产今年一季度大手笔买入了贝壳、阿里巴巴、富途控股、台积电等中概股。 据渠道人士透露，当前景林资产对中国资产依旧较为乐观。景林资产认为，伴随着市场情绪改善，中国 企业的全球竞争力不断增强，中国资产的"阿尔法"机会值得关注。 贝壳新进前十大重仓股 美国证券交易委员会公开资料显示，截至今年一季度末，景林资产美股持仓的前十大重仓股分别为脸书 母公司Meta、拼多多、网易、满帮集团、台积电、富途控股、苹果、中通快递、奇富科技和贝壳。 今年一季度，景林资产新进买入阿里巴巴60.1万股。Choice数据显示，今年以来受益于中国科技产业的 重大突破，阿里巴巴股价实现快速上涨，一季度涨幅接近56%。无独有偶，桥水基金一季度也买入逾 540万股阿里巴巴，截至一季度末，阿里巴巴 ...