据澎湃新闻，10月29日，外交部发言人郭嘉昆主持例行记者会。 法新社记者提问， 英伟达CEO黄仁勋表示，美国的AI芯片需要向中国出口， 中方是否欢迎这样的出口？ 郭嘉昆回应，具体问题建议向中方的主管部门进行询问。中方已多次表明在美输华芯片问题上的原则立场，希望美方以实际行动维护全球产供链的稳定。 ...

Core Viewpoint - Public funds have significantly increased their investment in A-shares, with the total market value surpassing 7 trillion yuan, reaching a record high of 7.38 trillion yuan, which accounts for 20.84% of all fund assets, marking a 22.23% increase compared to the previous quarter [1][4]. Group 1: Public Fund Investment Overview - As of the end of Q3 2025, public funds held a total stock market value of 8.99 trillion yuan, with A-shares accounting for 7.38 trillion yuan, reflecting a growth rate of 22.23% [2][5]. - The total net asset value of public funds reached 35.41 trillion yuan, with a growth of 6.03% [2][5]. - The number of funds holding over 100 billion yuan in stock market value increased by 30% to 110 funds [7]. Group 2: Individual Stock Holdings - Ningde Times remains the highest individual stock held by public funds, with a market value exceeding 200 billion yuan, specifically reaching 2070.74 billion yuan [3][13]. - Guizhou Moutai, Zhongji Xuchuang, and Xinyi Sheng also have market values exceeding 100 billion yuan, with Guizhou Moutai valued at 1236.49 billion yuan [3][15]. - The top ten stocks held by public funds include major companies like Tencent and Alibaba, with Tencent's market value at 1068.12 billion yuan [14][17]. Group 3: Market Trends and Changes - The public fund investment in A-shares has seen a significant increase, moving from 6 trillion to 7 trillion yuan over nearly four years, with notable fluctuations during market adjustments in 2022 and 2023 [4][6]. - The increase in public fund investment is attributed to a strong performance in the A-share market, with a notable increment of 1.34 trillion yuan in Q3 2025 alone [5][6]. - Passive index funds, particularly ETFs, dominate the segment of funds with over 100 billion yuan in stock holdings, accounting for over 70% of this group [8][9].

Core Viewpoint - The upcoming forum titled "Building First-Class Investment Institutions: High-Quality Development of Public Funds" aims to explore the future development of China's public fund industry, focusing on strategic direction, governance structure optimization, and research and investment system reform [1][2][3]. Group 1: Event Overview - The forum will take place on November 7, 2025, in Hefei, co-hosted by Caixin and Ping An Bank, gathering regulatory leaders, public fund executives, and industry experts for in-depth discussions [1][2]. - The event will feature a closed-door meeting for executives, thematic speeches from public fund leaders, and roundtable discussions to foster deep reflections on the industry [2][4]. Group 2: Industry Context - China's public fund industry has surpassed a total scale of 36 trillion yuan, marking a significant milestone and reflecting the growing demand for wealth management among residents [11]. - Despite the growth in scale, the industry faces structural challenges, including severe performance differentiation among fund products, declining management fees, intensified competition, and a lack of investor trust [12][13]. Group 3: Future Opportunities - The public fund industry is transitioning from a focus on scale expansion to a commitment to quality, aiming to become first-class investment institutions that serve the real economy and help residents preserve and increase their wealth [12][15]. - The industry is expected to benefit from China's economic transformation, with new growth drivers emerging in technology innovation, green economy, digital economy, and high-end manufacturing [15][16]. - The shift in residents' asset allocation towards financial assets presents a significant opportunity for public funds, with projections indicating that the investable asset scale could exceed 300 trillion yuan in the next five years [15].

Core Viewpoint - The Chinese government maintains a consistent and clear stance on drug control, emphasizing its commitment to combating the fentanyl crisis and expressing willingness to cooperate with the United States [1] Summary by Sections - China's Position on Drug Control - China is recognized as one of the countries with the most stringent drug control policies and has the highest number of regulated substances [1] - The Chinese government has a strong record in drug prohibition and has expressed sympathy for the American public affected by the fentanyl crisis [1] - Cooperation with the United States - China has previously provided assistance to the U.S. regarding the fentanyl issue, which has yielded positive results [1] - The Chinese side is open to continuing cooperation with the U.S. and urges the U.S. to take practical actions to create necessary conditions for collaboration [1]

Core Viewpoint - China has resumed purchasing soybeans from the United States for the first time this harvest season, marking a significant shift after zero imports since September [1] Group 1 - The Chinese Foreign Ministry spokesperson confirmed the country's consistent stance on related issues and suggested inquiries be directed to the relevant authorities [1]

据澎湃新闻，10月29日，外交部发言人郭嘉昆主持例行记者会。法新社记者提问，中美两国领导人将于明日在韩国会晤。美国总统特朗普表示他对 此次会晤持乐观态度，并认为许多问题将会得到解决。中方对明日的会晤有何期待？ 郭嘉昆表示，元首外交对中美关系发挥着不可替代的战略引领作用。此次会晤两国元首将就事关中美关系的战略性、长远性问题，以及共同关心的 重大问题深入沟通。我们愿同美方共同努力，推动此次会晤取得积极成果，为中美关系稳定发展作出新指引，注入新动力。 "我们会适时发布会晤具体情况。"郭嘉昆说。 ...

今日A股市场全天震荡拉升，三大指数高开高走，创业板指涨近3%创年内新高， 沪指再度回升至4000点上方，北证50指数涨超8%。 沪深两市成交 额2.26万亿，较上一个交易日放量1082亿。 市场概况 2008 1511 598 472 302 151 122 139 93 66 30 18 10 大于 小于 涨停 -6% +4% -2% -8% +8% +6% +2% 0% -4% 跌停 +8% -8% 下跌 2621家 上涨 2672家 持平 151家 跌停 停牌 12家 10家 涨停 66家 | 市场热度:45 0 | 两市成交额:2.26万亿 较上一日: +1082亿 | | --- | --- | | - THE FORD THE FOR COLLECTION COLLECTION - | | | 0 50 100 | 今日预测量能: | | | 2.26万亿 +1082亿 | 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 盘面上，市场热点快速轮动， 储能板块表现活跃 ，阳光电源大涨创新高，通润装备涨停。光伏板块爆发，隆基绿能、通威股份等多股涨停 ...

外交部发言人宣布： 经中美双方商定，国家主席习近平将于当地时间10月30日在韩国釜山同美国总统特朗普举行会晤，就中美关系和双方共同关心的问题交换意见。 ...

据新华社，中共中央政治局委员、国务院副总理何立峰29日在钓鱼台国宾馆会见中国证监会国际顾问委员会委员时表示， 中国正全面贯彻落实中共 二十届四中全会精神，进一步深化资本市场改革，坚定不移扩大金融领域高水平对外开放， 以金融高质量发展服务中国式现代化，欢迎更多外资金 融机构和长期资本来华投资兴业。 中国证监会国际顾问委员会委员高度赞赏近年来中国资本市场改革开放取得的成就，看好中国经济和资本市场发展前景，愿继续深耕中国市 场，持续扩大对华投资合作。 ...

英伟达首席执行官黄仁勋周二表示， 他预计本周访问韩国期间，将与韩国企业共同宣布一些消息，这些消息会让美国总统特朗普和韩国都感 到满意 。 与此同时， 周二有市场消息称，黄仁勋将在本周访问韩国期间宣布与韩国主要公司签订新的人工智能芯片供应合同 。 消息称，相关协议包括与三星电子、现代汽车集团和SK集团的合作，从而帮助英伟达在一个关键市场（韩国）扩张。 作为AI浪潮的受益者，今年以来，英伟达、三星电子、SK海力士股价均强劲上涨。受黄仁勋在英伟达开发者大会的讲话刺激，周二，英伟 达股价大涨近5%，报201美元，市值逼近5万亿美元，有望成为全球首家突破这一市值门槛的公司。 与此同时，三星电子和SK海力士的股价目前徘徊在历史高位附近，年内涨幅分别高达约87%和218%。 下载财联社APP获取更多资讯 准确 快速 权威 专业 这家美国人工智能芯片巨头此前透露，黄仁勋将出席在韩国举行的亚太经合组织(APEC)CEO峰会，期间计划与各国领导人及韩国企业高管 会面。 "三星、SK、现代、LG、Naver，如果你看看整个韩国生态系统，每一家公司都是我的好朋友，也是非常好的合作伙伴，"黄仁勋 周二在华盛顿举行的英伟达开发者大会间隙 ...