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]

Core Viewpoint - The article discusses the emergence of numerous black swan events in the first half of 2025, alongside significant investment opportunities arising from these events, particularly in the context of global economic shifts and the rise of Chinese assets [1]. Group 1: Global Economic Events - The article highlights the impact of Trump's return to the White House, which has led to significant market fluctuations due to new tariffs imposed on various economies [1]. - Ongoing geopolitical tensions, including the Russia-Ukraine conflict and Middle Eastern conflicts, are noted as contributing factors to market instability [1]. Group 2: Investment Opportunities - The rise of new consumption patterns and innovative pharmaceuticals in China is emphasized as a key area for investment [1]. - The Hong Kong stock market is described as experiencing a surge, with notable companies like Pop Mart and Laopu Gold emerging as tenfold growth stocks [1]. - The article suggests that mainland companies are increasingly looking to list in Hong Kong, indicating a shift in capital flows [1]. Group 3: Insights from Keynote Speakers - Dr. Ge Long, the founder of Gelonghui, expresses optimism about Chinese assets, stating that while China's fortunes may fluctuate, they will not disappear [10]. - He identifies Hong Kong as a critical investment hub, emphasizing the influx of resources and capital into the region [11][12]. - Dr. Li Kaifu discusses the potential of AI, predicting significant GDP growth in the AI 2.0 era and suggesting that investments should focus on application and chip companies rather than foundational models [19]. - Dan Bin from Dongfang Hongyuan emphasizes the importance of long-term investment perspectives, particularly in transformative companies that can change the world [21][22]. Group 4: ESG and Future Events - The article mentions a detailed analysis of ESG investments by Cui Chenlong, highlighting the growing importance of sustainable investing [26]. - The event concludes with a mention of upcoming discussions and presentations from global institutional investors, indicating ongoing engagement in the investment community [29].

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 ...