上天天基金APP搜索【777】领 98 元券包 ，优选基金10元起投！限量发放！先到先得！ 3月25日，公司收到中国证券监督管理委员会出具的《关于宁德时代新能源科技股份有限公司境外发行 上市备案通知书》。4月10日，香港联交所上市委员会举行上市聆讯，审议了公司本次发行并上市的申 请。 宁德时代表示，根据本次发行并上市的安排，公司按照有关规定在香港联交所网站刊登本次发行聆讯后 资料集，该聆讯后资料集为公司根据香港联交所、香港证券及期货事务监察委员会的要求而刊发。同 时，该聆讯后资料集为草拟版本，其所载资料可能会适时作出更新和变动。 宁德时代表示，公司本次发行并上市尚需取得香港证券及期货事务监察委员会和香港联交所等相关监管 机构、证券交易所的最终批准，该事项仍存在不确定性。 来源：中国证券报 免责声明 5月6日晚，宁德时代披露了公司股份回购最新进展，自4月7日宣布推出40亿元至80亿元的回购计划以 来， 截至4月30日，累计回购金额已达15.5亿元。 同日， 宁德时代发布关于刊发境外上市外资股（H股 ） 发行聆讯后资料集的公告。 港交所网站发布了 宁德时代聆讯后的资料集。 业内人士表示，按照惯例通过港股聆讯后的公 ...

中国证监会主席吴清5月7日在国新办新闻发布会上表示，今年以来，资本市场运行总体稳中 有进、稳中有好。证监会将坚持两强两严，坚定不移办好自己的事，既努力在市场运行上体 现"稳"，同时也在激发市场活力、强化市场功能上体现"进"。 一是全力巩固市场回稳向好的势头。吴清表示，强化市场监测和风险综合研判，动态完善应 对各类外部风险冲击的工作预案，全力支持中央汇金公司等发挥好类"平准基金"作用。同 时，配合中国人民银行健全支持资本市场货币政策工具长效机制，更好发挥市场各参与方稳 市功能。 二是突出服务新质生产力发展这个重要着力点。吴清表示， 近期证监会将出台进一步深化科 创板、创业板改革的政策措施并择机发布 ，在市场层次审核机制、投资者保护等方面，进一 步增强制度的包容性、适应性，同时尽快推动典型案例落地。 吴清还提到， 证监会将抓紧发布新修订的上市公司重大资产重组管理办法和相关监管指引 ， 更好发挥资本市场并购重组"主渠道"作用；大力发展科技创新债，优化发行注册流程，完善 征信支持，为科创企业提供全方位、接力式的金融服务。 三是大力推动中长期资金入市。吴清说，在引导上市公司完善治理、改善绩效、持续提升投 资者回报的同时 ...

Core Viewpoint - A-shares are experiencing a positive start in May, with major indices showing significant gains and a recovery in market sentiment, driven by themes such as controllable nuclear fusion, rare earths, and AI technology [2][3]. Market Performance - On May 6, all three major indices rose, with the Shanghai Composite Index surpassing 3300 points, closing at 3316.11, up 1.13%. The Shenzhen Component and ChiNext Index increased by 1.84% and 1.97%, respectively. Over 4900 stocks gained, indicating a broad market rally [3]. - The total trading volume exceeded 1.3 trillion yuan, marking a significant increase of 171.4 billion yuan from the previous trading day, suggesting a return of external funds [3]. Fund Manager Insights - Multiple fund companies, including Nuoan Fund and Morgan Stanley, expressed optimism for May, highlighting opportunities in technology growth, domestic substitution, and mid-cap value stocks. They recommend investors to strategically position themselves in sectors aligned with policy and industry trends [4][5]. - Nuoan Fund emphasized the importance of focusing on new technologies such as multi-modal AI, AI/AR glasses, and innovative pharmaceuticals, while also considering mid-cap stocks with stable performance [4]. Economic Factors - Concerns regarding tariffs and their impact on traditional labor-intensive industries were raised, particularly in textiles and furniture manufacturing, where low added value makes it difficult to absorb tariff costs [6]. - The potential for a U.S. interest rate cut in June, with a probability of 55.8%, could lead to a weaker dollar, alleviating pressure on the renminbi and enhancing foreign investment in Chinese assets [7]. Investment Strategy - A consensus among institutions is forming around a balanced approach of "growth + value" in industry allocation. Key trends to monitor include domestic substitution in technology and pharmaceuticals, as well as infrastructure-related sectors [9][10]. - Recommendations include a combination of defensive sectors like food and utilities, alongside growth sectors such as AI and renewable energy, to capitalize on valuation recovery opportunities [10]. Sector Focus - The technology sector, particularly in domestic AI and innovative pharmaceuticals, is seen as having significant growth potential despite external pressures. The recent adjustments in the sector have created entry points for investors [10]. - Defensive assets such as gold and military-industrial stocks are also recommended due to geopolitical uncertainties and potential economic instability [10].

领98元券包 ，优选基金10元起投！ 新华社权威快报|强化与投资者利益绑定！公募基金迎重要改革 中国证监会主席吴清5月7日在国新办发布会上表示，证监会将于当日发布《推动公募基金高质量发展行 动方案》。他介绍，改革突出强化公募基金与投资者的利益绑定，将优化主动权益类基金收费模式，业 绩差的必须少收管理费，通过浮动管理费收取机制，扭转基金公司"旱涝保收"的现象。 同时，把业绩是否跑赢基准、投资者盈亏情况等直接关乎投资者切身利益的指标，纳入基金公司和基金 经理的考核体系，督促基金公司从"重规模"向"重回报"转变。 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 ↓ 点击"阅读原文" 或上天天基金APP搜索【777】 来源：新华社 免责声明 分享、点赞、在看 顺手三连越来越有钱 ...

上天天基金APP搜索【777】领 98 元券包 ，优选基金10元起投！限量发放！先到先得！ 今日上午9时，国新办举行新闻发布会，中国人民银行行长潘功胜、国家金融监督管理总局局长李云泽、中国证券 监督管理委员会主席吴清介绍"一揽子金融政策支持稳市场稳预期"有关情况。 潘功胜表示，4月25日，中央政治局召开会议，分析研究了当前的经济形势和经济工作。为贯彻中央政治局会议精神， 进一步实施好适度宽松的货币政策，人民银行将加大宏观调控的力度，推出一揽子货币政策措施， 主要有三大类，共 十项措施 。 第一类是数量型政策，主要通过降准等措施，加大中长期流动性供给，保持市场流动性充裕。具体措施如下： 1． 降低存款准备金率0.5个百分点，预计将向市场提供长期流动性约1万亿元。 2． 完善存款准备金制度，阶段性将汽车金融公司、金融租赁公司的存款准备金率从目前的5%调降为0%。 第二类是价格型政策，主要包括下调政策利率、降低结构性货币政策工具的利率以及调降公积金贷款利率。具体措施 如下： 2．设立5000亿元"服务消费与养老再贷款"，引导商业银行加大对服务消费与养老的信贷支持。 3．增加支农支小再贷款额度3000亿元，并调降再贷 ...

上天天基金APP搜索【777】领 98 元券包 ，优选基金10元起投！限量发放！先到先得！ 国务院新闻办公室5月7日上午举行新闻发布会，请中国人民银行行长潘功胜、国家金融监督管理总局 局长李云泽、中国证券监督管理委员会主席吴清介绍"一揽子金融政策支持稳市场稳预期"有关情况， 并答记者问。 潘功胜：人民银行将降低存款准备金率0.5个百分点，降低政策利率0.1百分点 5月7日，中国人民银行行长潘功胜在参加国新办新闻发布会时表示，人民银行将降 低存款准备金率0.5个百分 点，预计将向市场提供中长期流动性1万亿元。 下调政策利率0.1个百分点，从目前的1.5%调降至1.4%，预 计将带动LPR下行约0.1个百分点。 潘功胜：今年以来，货币信贷呈现出数量增加、价格下降、结构优化的特征 5月7日，中国人民银行行长潘功胜在参加国新办新闻发布会时表示，今年以来，人民银行实施好适度宽松的政 策，强化逆周期调节，综合运用多种货币政策，服务实体经济高质量发展，为推动经济回升持续向好，营造良 好的货币金融环境。从效果上看，今年以来，货币信贷呈现出数量增加、价格下降、结构优化的特征。 胡华雄/制图 潘功胜：降低个人住房公积金贷款率0. ...

Core Viewpoint - A-shares experienced a strong opening in May, with all three major indices rising over 1%, driven by positive market sentiment and supportive domestic policies [1][3][18] Market Performance - On the first trading day after the May Day holiday, A-shares saw nearly 5,000 stocks rise, with over 100 stocks hitting the daily limit [1] - The total trading volume in the market reached approximately 1.34 trillion yuan, indicating a significant recovery in market activity [3] Influencing Factors - The rise in A-shares was attributed to easing tensions in US-China trade relations and strong domestic consumption data [3][5] - The performance of overseas markets during the holiday, particularly a notable 2.96% increase in the Nasdaq, provided additional momentum for A-shares [5][7] Sector Highlights - Key sectors that performed well included AI computing, rare earths, automotive parts, consumer electronics, and precious metals, benefiting from policy support and strong earnings [3][8] - Rare earth metal prices reached record highs following China's announcement of export controls on certain rare earth items [9] Institutional Insights - Institutions are optimistic about the technology sector, citing a reduction in overcrowding and a shift in focus towards long-term industry trends [11][13] - Historical data suggests that the technology sector, particularly high PE and TMT stocks, tends to perform well in May and June [13][18] Future Outlook - Analysts predict that May may see a stronger performance for A-shares compared to historical trends, with consumption and technology sectors likely to be the main focus for investment [18][21] - The market is expected to maintain a balanced allocation strategy to mitigate risks and achieve steady long-term growth [19][20]

Group 1 - The core viewpoint is that the market outlook post "May Day" is optimistic, with expectations for A-shares to likely "catch up" after the holiday [1] - The focus for investment allocation is on technology and dividend themes, which are seen as key areas of interest among analysts [1] - In the context of increasing global geopolitical tensions, dividend assets are recognized for their stabilizing role [1] Group 2 - According to Zhongtai Securities, A-share companies showed improved overall profitability in Q1, but there is significant sectoral divergence [2] - The report emphasizes the importance of policy support in mitigating economic pressures from the US-China trade war [2] - May presents opportunities primarily in technology, consumption, and certain cyclical sectors, with a recommendation to focus on TMT sectors and potential growth areas in consumer demand [2] Group 3 - Huajin Securities highlights that technology and consumption may be the main focus for investment in May, with historical trends showing strong performance in these sectors during this period [3] - The report notes that the "May Day" holiday saw a surge in travel and consumption, benefiting sectors like social services and food and beverage [3] - There is an expectation for technology to yield excess returns in May, driven by industry trends and policy support [3] Group 4 - The report suggests that sectors with strong Q1 performance are likely to outperform in May, including computing, robotics, media, telecommunications, electronics, innovative pharmaceuticals, and electric power [4] - It also recommends low-cost dividend sectors such as large financials and electric power for investment during this period [4] Group 5 - CITIC Construction emphasizes a focus on technology growth and service consumption in the short term, with a market outlook indicating a potential shift towards growth stocks [5] - The report suggests a rotational market pattern characterized by "growth-risk-avoidance-consumption" phases [5] - Key sectors to watch include electronics, machinery, computing, automotive, home appliances, agriculture, retail, beauty care, and social services [5]

Core Viewpoint - Warren Buffett has achieved an impressive return of over 55,000 times since taking over Berkshire Hathaway in 1965, with an annualized compound return rate of 19.9%, highlighting the power of long-term investing and the compounding effect [1]. Group 1 - Buffett emphasizes buying excellent companies with a "moat" at a "good price." The "good price" is determined by a method of calculating intrinsic value, which reflects the present value of future cash flows. On average, the price-to-earnings (P/E) ratio of 44 frequently mentioned investment targets was 14, with 68% of stocks having a P/E ratio below 15 [1]. - The "moat" includes unique barriers such as brand, product characteristics, business models, and special rights. Examples include brand-based moats for companies like Coca-Cola and Gillette, a unique business model for Apple, and special rights for Wells Fargo [1]. Group 2 - Buffett is known for concentrating his holdings in a few key companies, which has led to significant profit effects. Since 1976, Berkshire's annual reports have disclosed fewer than 100 major holdings. The top 10 stocks with the highest investment returns, including Apple, American Express, and Coca-Cola, have generated a total return of $255.8 billion, accounting for approximately 80% of the total investment gains [2].

Core Viewpoint - The article highlights the importance of reading and self-investment in the context of financial growth, emphasizing that knowledge gained through books can lead to significant future wealth [1][6]. Group 1: Event Overview - The company hosted a special event for World Book Day from April 23 to May 5, offering exclusive investment insights alongside a reading initiative [1]. - Participants engaged actively, sharing their insights and book recommendations, which were evaluated based on likes and content quality [1]. Group 2: Book Recommendations - Five lucky participants were selected to receive a copy of "Blood and Wealth," with their recommended books including: - "Reminiscences of a Stock Operator" [2] - "Cycles: Capturing Opportunities in Extreme Volatility" [1] - "Poor Charlie's Almanack: Avoiding Pain" [2] - "The Way of Munger: The Importance of Value Investing" [5] Group 3: Future Engagement - The company plans to organize more engaging activities in the future, encouraging participants to follow their official account for updates [6].