ETF进化论 市场最激进资金，9连杀！ 原创 阅读全文 ...

声明 近日，我公司举办了大型活动"中期策略峰会"，众多参会人员前往会场分享各自投资经验。 因近来诈骗违法团伙活动多发，我公司已接到部分客户反馈，有不法分子谎称与格隆汇深度 合作，并通过互联网平台、电话及短信等方式散布虚假信息。 请各位投资者警惕各类渠道信息、谨防诈骗，任何非官方信息来源请审慎判断。 深圳格隆汇信息科技有限公司 2025年7月5日 为防止不法分子利用本次线下交流活动实施诈骗行为，我公司在此郑重声明： 我公司与任何 个人、组织或机构都不存在任何"深度战略合作"或类似的合作，我公司没有发布或代理任何 金融产品，我公司也不对任何参加本次活动的个人、组织或机构的行为做任何性质的承诺或 背书！ ...

ETF进化论 上几张图，信息量很大 原创 阅读全文 ...

Group 1 - The article discusses a Level 4 autonomous driving company that is preparing for an IPO, indicating a significant development in the autonomous vehicle industry [1] - The company is founded by a gaming industry leader from Jiangxi, showcasing a cross-industry venture that may bring innovative perspectives to the autonomous driving sector [1] - The company is located in Longyan, Fujian, which highlights the geographical diversification of tech startups in China [1]

2025 年上半年，全球出现了很多黑天鹅事件，也诞生了很多的机会。 特朗普二进白宫，对全球各经济体打出一套关税大拳，引发市场巨震； 各地区矛盾激化，俄乌冲突、以叙冲突持续，印巴空战，以伊冲突因核而起 .... 中国资产崛起，新消费主导，创新药上演反转大戏，稳定币迈向合规化； 港股市场热度爆棚，涌现了泡泡玛特、老铺黄金等十倍股，内地上市公司排队赴港上市。 危与机，如影相随。资本市场从来不缺机会，缺少的往往是认知能力和执行能力。 自成立以来，格隆汇始终秉持 "独行者速，众行者远"的理念，与各位在投资这条路上同行。 9 年陪伴，我们之间的故事依然精彩，在这个如火的 7 月，相约鹏城，共话投资与人生。 7 月 4 日，格隆汇 2025 中期策略峰会如期在深圳开幕，来自全国各地的投资者、上市公司与机构代表以及此次活动的嘉宾齐聚深圳南山香 当日一早，活动签到处就挤满了人群，大家意气风发，满心期待着此次会议的干货。 格里拉酒店。 签到后，参会者们领取了参会证和小礼品，一起打卡合影留念。 活动正式开始后，现场人头攒动，熙熙攘攘的人群如潮水般涌来，整个会场被挤得水泄不通。 原本排列整齐的座位早早被坐满，过道上也站满了人，可见大 ...

Core Viewpoint - A new cultural creative IPO has emerged from Hangzhou, Zhejiang, with investments from Shunwei and Xiaomi, but it faces risks associated with copper price fluctuations [1] Group 1: Company Overview - The company is positioned in the cultural creative industry and has attracted significant investment from notable firms like Shunwei and Xiaomi [1] - The IPO is seen as a strategic move to capitalize on the growing demand in the cultural sector [1] Group 2: Market Risks - The company is exposed to risks related to copper price volatility, which could impact its operational costs and profitability [1] - Fluctuations in copper prices may affect the overall market sentiment and investor confidence in the IPO [1]

ETF进化论 突然涌入112亿！ETF巨头又有大动作 原创 阅读全文 ...

（特别提示：这次招聘特别向应届毕业生敞开大门） ...

Core Viewpoint - The recent surge in the A-share market, particularly in the semiconductor and consumer electronics sectors, is attributed to the lifting of U.S. export restrictions on chip design software to China, signaling a significant development in U.S.-China trade relations [3][4][11]. Group 1: Market Performance - The A-share market saw the Shanghai Composite Index rise by 0.18%, the Shenzhen Component Index by 1.17%, and the ChiNext Index by 1.9%, with small-cap stocks outperforming large-cap stocks [1]. - Key players in the semiconductor supply chain, such as Lens Technology and Industrial Fulian, experienced significant stock price increases, with Lens Technology rising over 11.4% and Industrial Fulian hitting a rare trading limit [1][4]. Group 2: Impact of EDA Software Export Lifting - The lifting of export restrictions on EDA software by major companies like Siemens and Synopsys is expected to enhance the efficiency of chip design in China, as domestic companies previously faced limitations in accessing advanced tools [3][4]. - The domestic EDA tool localization rate is only 11.5%, with U.S. companies holding over 80% market share, making this development crucial for the Chinese semiconductor industry [3]. Group 3: Related Stock Movements - A significant number of electronic component stocks experienced price surges, with several stocks hitting the daily limit of 20%, indicating strong market enthusiasm [4][5]. - Notable stocks include Yihau New Materials, which rose by 20%, and Jiuzhiyang, which increased by 15.02%, reflecting the positive sentiment in the sector [5]. Group 4: Trade Agreements and Supply Chain Adjustments - A new trade agreement between the U.S. and Vietnam, reducing tariffs on Vietnamese exports to the U.S., is expected to benefit Chinese companies with operations in Vietnam, such as Luxshare Precision and GoerTek, by allowing them to manage supply chain costs more effectively [6][8]. - The expectation of increased orders for Chinese consumer electronics manufacturers from companies like Apple, due to their established presence in Vietnam, is likely to enhance their stock performance [6]. Group 5: Future Market Trends - The easing of U.S. export restrictions and ongoing tariff negotiations are anticipated to lead to increased speculative trading in related sectors, particularly in the semiconductor and consumer electronics industries [11][18]. - The A-share market has shown a rising risk appetite since early May, with smaller-cap indices outperforming larger ones, indicating a shift in investor focus towards growth sectors [12][13][14].

202 5 年 7 月 4 日 -5 日 ，星期 五 - 星期 六 ，由格隆汇主办的 "格隆汇中期策略峰会 2025 " 将 在 深圳 南山香格里拉 酒店盛大举 办 。 大会将邀请哪些 金融 大咖？有哪些精彩议程？现场有哪些不能错过的 Tips ？本篇参会指南 为你进行详细解答。 会议基本信息 签到时间： 202 5 年 7 月 4 日 - 5 日 08:00-09:00 签到地点： 深圳南山香格里拉酒店 3 楼 大 宴会厅 内容丰富、内含多种 隐藏 福利 快来现场，向着大奖冲冲冲！ 交通出行 入场签到 签到方式： 请携带 纸质名片 ，凭格隆汇短信发送的 【电子门票二维码】 现场核验领取胸 卡。会议期间凭借胸卡入场，期间请保管好胸卡，谨防丢失。 （7月5日的全球机构投资者思享会为私密活动，如无报名，请勿空降！） 活动现场 现场特设 展位展览 会议名称： 格隆汇中期策略峰会 2025 会议时间： 202 5 年 7 月 4 日 - 5 日 会议地点： 深圳南山香格里拉酒店（深圳市南山区白石三道深湾汇云中心五期 J 座） 深圳宝安国际机场 — 深圳 南山香 格里拉酒店 （深圳市南山区白石三道深湾汇云中心五期 J ...