【导读】中国工商银行大连市分行原专家高亚林被开除党籍和公职 中国基金报记者 晨曦 又有国有大行干部被处理！ 12月24日，中央纪委国家监委官网通报：中国工商银行大连市分行原专家高亚林被开除党籍 和公职。 依据《中国共产党纪律处分条例》《中华人民共和国监察法》《中华人民共和国公职人员政 务处分法》等有关规定，经中国工商银行党委研究，决定给予高亚林开除党籍处分；经中央 纪委国家监委驻中国工商银行纪检监察组研究，决定给予其开除公职处分；收缴其违纪违法 所得；大连市监委将其涉嫌犯罪问题移送检察机关依法审查起诉，所涉财物一并移送。 公开信息显示，高亚林在工商银行工作多年，曾任大连沙河口支行负责人、大连分行副行长 等职务，后转任大连分行专家，退居二线。 日前，中央纪委国家监委驻中国工商银行纪检监察组、大连市监委对中国工商银行大连市分 行原专家高亚林严重违纪违法问题进行了立案审查调查。 经查，高亚林 存在以下问题： ● 丧失理想信念、背弃初心使命，搞迷信活动；违反中央八项规定精神，接受可能影响公正 执行公务的宴请，收受可能影响公正执行公务的礼品、礼金； ● 无视组织原则，隐瞒不报个人有关事项，利用职务职权影响为他人在职工录 ...

Group 1 - The core viewpoint of the article highlights the risk associated with the high premium of the Guotou Silver LOF fund, which is currently trading at a closing price of 3.116 yuan, significantly above its net asset value [2][4] - The fund will suspend trading for one hour on December 25, 2025, from the market opening until 10:30 AM, to protect investors from potential losses due to the high premium [2] - The fund has issued 14 risk warning announcements regarding its secondary market price premium since December 2, and has adjusted the subscription limit for Class A fund shares, which is currently set at 500 yuan [4] Group 2 - The fund's secondary market price premium reached 68.19% as of December 24, indicating a strong market demand despite the warnings [4] - Guotou Ruibin Fund has the right to apply for temporary trading suspension or extend the suspension if the premium does not decrease effectively by December 25 [3] - The continuous surge in silver prices has contributed to the fund's popularity, making it the only fund primarily investing in silver futures in the market [4]

2025年12月20日下午，在首届香港国际AI艺术节期间，"破界融新，投启未来"2025机器人产业和AI投资论坛成功 举办。 论坛上， 优必选首席品牌官谭旻、AMD大中华区销售副总裁晁亚新、迅兔科技创始人兼CEO李罗丹、上海灵境智 源CEO孙博、天数智芯边端产品事业部副总经理宋远盈，以及开源证券机械首席分析师孟鹏飞 围绕" 生态共建 在 传统与创新中融合" 主题，共同探讨 AI的颠覆性 影响 与机器人技术发展 前景 。 【导读】聚首香江！机器人与AI产业大咖共探未来发展新方向 中国基金报记者 王思文 01 人形是通用人工智能的必要载体吗？ 孟鹏飞： 中国已成为全球工业机器人和服务机器人第一大国 。 2022年，马斯克Optimus第一代的推出，让我们看 到人形机器人这一划时代产品的潜力。 人形机器人 不仅是AI闭环的关键，更能推动人类文明 和技术向前发展 。 2026年是人形机器人即将量产的重要节点 。 请问各位，当前人形机器人处于 技术和产业发展的哪个 阶段？ 机器人是否 必须通过人形 来 实现通用人工智能？ 谭旻： 人形并非唯一形态，但却是具身智能的最佳形态。通用人工智能需要通用的数据基座，非人形机器人难 ...

Core Viewpoint - The core viewpoint of the article emphasizes the transformative role of technology, particularly AI, in reshaping insurance asset management, focusing on enhancing decision-making stability rather than aggressive investment strategies [2][6]. Group 1: Evolution of Insurance Asset Allocation - The evolution of insurance asset allocation has transitioned from reliance on experience and single yield targets to a multi-objective balancing phase centered on duration, yield, and liquidity [4]. - Currently, the complexity of the environment, including rising geopolitical risks and new accounting standards, necessitates a shift from "what assets to select" to finding "explainable, verifiable, and executable optimal solutions" under multiple constraints [5]. Group 2: Value of Technology in Investment - The primary value of technology in insurance asset management is to make investment decisions more robust rather than more aggressive [7]. - A systematic strategic asset allocation framework has been implemented by the company, focusing on value and profit, exploring AI applications in scenario-based asset allocation [7]. - An example of cross-asset allocation demonstrated that an algorithm reduced capital risk indicators by 15% while maintaining expected surplus, integrating liabilities, capital, returns, and risks into a unified decision-making methodology [7]. Group 3: AI's Role in Insurance Asset Management - AI's role is not to replace decision-makers but to amplify system capabilities, starting from three fundamental aspects rather than market prediction [9]. - The first aspect is the structured processing of high-dimensional data, enabling the identification of structural relationships among thousands of assets and numerous constraints [10]. - The second aspect involves scenario generation and portfolio simulation, allowing for the creation of more realistic potential paths compared to traditional assumptions [10]. - The third aspect is human-machine collaborative decision support, where AI provides decision spaces, risk boundaries, and trade-offs, with final decisions made by the investment decision committee [10]. Group 4: Challenges in AI Application - The true challenge in the technological transformation of insurance asset management lies not in the availability of AI but in whether the organization possesses a compatible decision-making mechanism and culture [12]. - Collaboration among research, risk control, actuarial, and IT departments in a common language is essential, as is management's acceptance of using systems to constrain personal judgment [13]. - Although technology cannot provide direct answers, it helps in approaching long-term optimal solutions amidst uncertainty, maintaining the mission of serving the real economy and social development responsibly [13].

【导读】北京优化调整住房限购政策 中国基金报记者 忆山 12月24日，北京市住房和城乡建设委员会、北京市发展和改革委员会、中国人民银行北京市 分行、北京住房公积金管理中心联合印发《关于进一步优化调整本市房地产相关政策的通 知》（以下简称《通知》），自2025年12月24日起施行。 《通知》明确，为更好满足居民刚性住房需求和多样化改善性住房需求，进一步优化调整住 房限购政策，包括放宽非京籍家庭购房条件、支持多子女家庭住房需求，以及个人住房信贷 政策等。 其中，将非京籍家庭购买五环内商品住房的社保或个税缴纳年限，由现行的"3年"调减为"2 年"；购买五环外商品住房的，由现行的"2年"调减为"1年"。 具体调整如下： 三、 各银行业金融机构根据北京地区市场利率定价自律机制要求和本机构经营状况、客户风 险状况等因素，在利率定价机制安排方面不再区分首套住房和二套住房，合理确定每笔商业 性个人住房贷款的具体利率水平。 四、 借款申请人使用公积金贷款购买二套住房的，最低首付款比例不低于25%。 五、 为进一步优化营商环境，将通过招拍挂拿地的房地产开发项目（包括商品住宅、酒店、 写字楼等）立项方式由市区分级核准调整为区级备案 ...

Core Viewpoint - The article highlights the significant market movements and developments in Hong Kong's stock market, particularly focusing on the inclusion of companies like 百奥赛图 (Bai Ao Sai Tu) in the Hong Kong Stock Connect program, which is expected to enhance liquidity and attract new investments [10][14]. Market Performance - On February 24, the Hang Seng Index closed at 25,818.93 points, up 0.17%, while the Hang Seng Technology Index rose by 0.19% to 5,499.3 points, and the Hang Seng China Enterprises Index increased by 0.01% to 8,915.12 points [2][3]. - The total market turnover was 925.2 billion HKD, with southbound funds experiencing a net outflow of 11.75 billion HKD [2]. Stock Movements - 中芯国际 (SMIC) saw a rise of 3.21%, 中国宏桥 (China Hongqiao) increased by 2.34%, and 长江基建集团 (CK Infrastructure) rose by 1.83%, leading the blue-chip stocks [4]. - 百奥赛图's stock price surged by 24.81% at one point, closing at 35.08 HKD, marking a 22.23% increase after being included in the Hong Kong Stock Connect [10][12]. Industry Performance - The Hang Seng Industry Index showed mixed results, with the Utilities Index up by 0.7%, Materials Index up by 0.65%, and Financials Index up by 0.4%. Conversely, the Healthcare Index fell by 0.52%, Non-essential Consumer Index dropped by 0.45%, and the Industrials Index decreased by 0.12% [6]. - The Wind concept sectors also displayed varied performance, with the Integrated Circuit Industry Fund Index rising by 2.85% and the Integrated Circuit Index increasing by 2.71% [8]. Regulatory Developments - The Hong Kong government and the Securities and Futures Commission are advancing legislative proposals for regulating virtual asset trading and custody service providers, marking a significant step in enhancing the regulatory framework for digital assets [21][22]. - The proposed licensing regime aims to balance market development, risk management, and investor protection, contributing to a trustworthy and sustainable digital asset ecosystem in Hong Kong [24].

Group 1 - The Japanese nuclear reactor "Fugen" experienced a leak of radioactive water, highlighting serious vulnerabilities in Japan's nuclear facility operations and safety regulations [2] - China urges Japan to learn from the Fukushima nuclear accident, fulfill its nuclear safety responsibilities, and accept international supervision to alleviate global concerns [2] - The incident emphasizes the need for enhanced international monitoring of the management of Fukushima's contaminated water and the operational status of nuclear facilities to ensure marine environmental safety [2] Group 2 - The remarks made by a senior official from the Japanese Prime Minister's office regarding nuclear armament are not isolated incidents, indicating a broader trend of militarization under Prime Minister Suga's administration [3] - The comments reflect a dangerous signal of Japan's right-wing forces' ongoing push for rearmament and testing the limits of international tolerance [3] Group 3 - China firmly opposes the U.S. plan to impose tariffs on its semiconductor industry starting in 2027, arguing that such actions disrupt global supply chains and hinder the development of the semiconductor sector [4] - China calls for the U.S. to correct its erroneous practices and resolve concerns through dialogue based on equality and mutual respect, aiming to maintain stable and healthy Sino-U.S. relations [4] - Should the U.S. persist in its unilateral actions, China will take necessary measures to protect its legitimate rights and interests [4]

【导读】A股上涨，LOF集体涨停 ，收盘后央行又来利好! 中国基金报记者 泰勒 兄弟姐妹们啊，今天的市场，表现不错，全场的亮点，不在于股市，而在于基金，在于贵金属！ 一起看看发生了什么事情。 A股上涨 12月24日，A股全天走强，三大指数集体上扬。截至收盘， 沪指涨0.53%，深成指涨0.88%，创业板指涨0.77%。 商业航天概念股集体爆发，中国卫星、航天动力等20余股涨停。 | 算力硬件股延续强势，生益科技、天津普林等涨停。 | | --- | 福建板块走强，东百集团、安记食品等涨停。 | 代码 | 名称 | 张唱% | 现价 | | --- | --- | --- | --- | | 688807 | C优迅 | 14.03 ﻲ | 231.60 | | 600762 | 厦门国贸 | 10.08 R | 7.21 | | 002961 | 瑞达期货 | 10.02 | 29.21 | | 603678 | 火炬电子 | 10.02 R | 36.14 | | 002752 | 营兴股份 | 10.01 | 8.24 | | 003016 | 欣贺股份 | . 10.01 | 10.33 | | 600 ...

来源：北京日报客户端 连续大举加仓！ "我们敦促美方尽快纠正错误做法，以两国元首达成的重要共识为引领，在平等、尊重、互惠 的基础上，通过对话解决各自关切，妥善管控分歧，维护中美关系稳定健康可持续发展。 如 果美方一意孤行，中方必将坚决采取相应措施，维护自身正当权益 。"林剑说。 12月24日，外交部发言人林剑主持例行记者会。 法新社记者提问，美国贸易代表调查结果称"中国实行了不公平的措施，企图主导半导体产 业"，美国拟自2027年起对中国半导体产业加征关税。中方对此有何评论？ 林剑表示， 中方坚决反对美方滥施关税、无理打压中国产业。美方的做法扰乱全球产供链稳 定，阻碍各国半导体产业的发展，损人害己。 ...

来源：中央纪委国家监委网站 西藏自治区人大常委会党组副书记、副主任王峻 涉嫌严重违纪违法，目前正接受中央纪委国 家监委纪律审查和监察调查。 连续大举加仓！ ...