《松花江上》《在太行山上》《保卫黄河》《没有共产党就没有新中国》，一首首诞 生于抗战烽火中的经典歌曲连唱，让大家重温中华民族那段艰苦卓绝、气壮山河的峥嵘 岁月。 8时55分，习近平等中外领导人来到天安门城楼主席台，全场爆发出雷鸣般的掌声。 纪念中国人民抗日战争暨世界反法西斯战争胜利80周年大会在京隆重举行 天安门广场举行盛大阅兵仪式 习近平发表重要讲话并检阅受阅部队 习近平强调，隆重纪念中国人民抗日战争暨世界反法西斯战争胜利80周年，目的是铭记 历史、缅怀先烈、珍爱和平、开创未来。中华民族是不畏强暴、自立自强的伟大民族。 中国人民解放军始终是党和人民完全可以信赖的英雄部队。要坚定不移走中国特色社会 主义道路，传承和弘扬伟大抗战精神，踔厉奋发、勇毅前行。中华民族伟大复兴势不可 挡！人类和平与发展的崇高事业必将胜利！ 李强主持 赵乐际王沪宁蔡奇丁薛祥李希韩正出席 62位外国领导人及有关国家高级别代表、国际组织负责人、前政要等应邀出席大会 铭记伟大历史胜利，凝聚正义和平力量。9月3日上午，纪念中国人民抗日战争暨世 界反法西斯战争胜利80周年大会在北京天安门广场隆重举行，以盛大阅兵仪式，同世界 人民一道纪念这个伟大的 ...

Core Viewpoint - The article emphasizes the importance of long-term investment strategies in the technology sector, highlighting that successful investors are those who focus on deep industry research and sustainable growth rather than chasing short-term trends [2]. Performance Summary - In the past year, several funds under the company have shown remarkable performance, with four funds doubling their net value and ten funds increasing by over 50% [2]. - Specific fund performance includes: - 汇添富北交所创新精选两年定开A: 219.37% increase - 汇添富科技创新A: 120.28% increase - 汇添富自主核心科技一年持有A: 117.47% increase - 汇添富中证芯片产业指数增强A: 102.27% increase [3]. Long-term Performance - 汇添富全球移动互联A has ranked first among similar products over the past seven years, and third over the past five and three years [4][5]. - 汇添富科技创新A has also performed well, ranking in the top 10% for the past five and three years, and in the top 5% for the past year [7]. Research Approach - The company emphasizes a comprehensive research approach that spans the entire technology industry chain, including both domestic and international companies [9]. - Since 2011, the company has conducted annual field research in technology hubs like Silicon Valley, allowing for direct engagement with numerous tech firms [9][10]. Investment Philosophy - The investment philosophy is rooted in deep fundamental analysis and long-term engagement with companies, requiring extensive tracking and understanding of management and industry dynamics [11][12]. - The team believes that successful investment requires building various touchpoints within industries to remain sensitive to changes [12]. Team Structure - The company has developed a well-structured team with nearly 20 members in the technology investment sector, including experienced fund managers and emerging talents [14]. - The team employs a detailed division of labor across six major sub-industries, ensuring a broad and deep understanding of the technology landscape [15]. Global Presence - The establishment of subsidiaries in Hong Kong, the United States, and Singapore enhances the team's ability to understand local market trends and identify global investment opportunities [15]. Long-term Commitment - The company maintains a long-term perspective in performance evaluation and talent development, ensuring stability and coordination within the team [20]. - The investment strategy emphasizes clear product positioning and effective matching of fund managers' capabilities with investment goals [21]. Conclusion - The company's deep-rooted investment philosophy, comprehensive research approach, and structured team dynamics contribute to its ability to navigate the volatile technology sector and capture innovative value over time [22].

Core Viewpoint - The A-share market is experiencing increased volatility, but there is still potential for upward movement, as indicated by Goldman Sachs' optimism regarding the Chinese stock market [11][12]. Market Performance - As of September 3, the Shanghai Composite Index fell by 1.16%, while the Shenzhen Component Index decreased by 0.65%, and the ChiNext Index rose by 0.95 [1]. - A total of 823 stocks rose, with 40 hitting the daily limit, while 4,560 stocks declined [2][3]. - The total trading volume reached approximately 23,956.82 billion [3]. Sector Highlights - Gold stocks continued to perform strongly, with Western Gold hitting the daily limit, driven by record-high gold prices and increased demand for safe-haven assets [3][4]. - The photovoltaic equipment sector also showed strength, with companies like Shangneng Electric and others reaching their daily limits [5]. - The semiconductor industry saw a rebound, particularly in photolithography machines and materials, with companies like Zhongji Xuchuang rising over 10% [6]. Investor Sentiment - Goldman Sachs' Asia Pacific President noted that investor sentiment around the Chinese stock market is improving, despite ongoing macroeconomic challenges [12]. - The Shanghai and Shenzhen 300 Index has risen approximately 10% since the end of July, contrasting with a mere 1.6% increase in the MSCI global index [12]. - Retail investors, holding around $23 trillion in cash reserves, are expected to play a significant role in driving the current market rally [13].

二人同乘一辆车前往会谈地点。 据俄罗斯卫星通讯社记者报道，俄罗斯总统普京与朝鲜劳动党总书记、国务委员长金正恩开始 在北京举行会谈。 普京表示： 很高兴有机会与朝鲜领导人单独会晤。 二人将有机会讨论双边关系的各个方面和各个领域。 最近，两国关系呈现出一种特殊的信任、友好和同盟关系。 强调了朝鲜军人在解放库尔斯克州的过程中发挥的作用。 俄朝参加了共同反对纳粹主义、法西斯主义和军国主义的斗争。 请金正恩向全体朝鲜人民转达他最热切的谢意。 北京举行的 纪念中国人民抗日战争暨世界反法西斯战争胜利80周年大会 精彩纷呈，水平很 高。 普京说："我们永远不会忘记贵国军队和军人家属所做的牺牲。我谨代表俄罗斯人民感谢参与 共同打击现代新纳粹主义的斗争。... 请向全体朝鲜民主主义人民共和国人民转达最热切的谢 意。" 金正恩表示： 今天早些时候，两国领导人已在纪念中国抗日战争暨世界反法西斯战争胜利80周年大会上碰 面。此外，二人还与应邀参加纪念活动的其他国家领导人一起出席了招待会。 来源： 俄罗斯卫星通讯社、环球每日热搜、中国新闻社 俄朝关系在全方位发展。 若朝鲜能够帮助俄罗斯，就一定会帮助，这是兄弟间的义务。 ...

中国基金报记者 曹雯璟 9月2日，大盘全天震荡调整，银行、黄金板块逆市走强。股票ETF整体资金净流入超142亿 元，通信、证券、人工智能、机器人等热门主题ETF产品成为"吸金"主力。 股票ETF整体资金净流入超142亿元 9月2日，A股三大指数集体回调，截至收盘，沪指跌0.45%，深证成指跌2.14%，创业板指 跌2.85%。行业板块方面， 银行、珠宝首饰板块涨幅居前 ，通信设备、半导体、电源设备、 电子元件等板块跌幅居前。 【导读】股票ETF整体资金净流入超142亿元 9月2日，股票ETF（含跨境ETF）整体资金净流入142.7亿元，最新规模达4.27万亿元。 | | | 9月2日资金净流入居前的股票ETF一览 | | | | | --- | --- | --- | --- | --- | --- | | | | 基金规模 | 资金流向 | 目涨跌幅 | | | 序号 | 证券简称 | (亿元) | (亿元) | (%) | 基金管理人 | | 1 | 通信ETF | 115.14 | 13.93 | -5.77 | 国泰县金 | | 2 | 查港证券ETF | 297.69 | 6.60 | -1.95 ...

今天的中国 江山壮丽、人民豪迈 更无惧任何风浪 让我们一起铭记历史 从伟大胜利走向伟大复兴 来源：新华社、央视新闻 转存！骄傲！ 阅兵完整视频来了 ...

9月3日上午 纪念中国人民抗日战争 暨世界反法西斯战争胜利80周年大会 在北京天安门广场隆重举行 这些瞬间全网刷屏！ 一起看高清大图↓ 1 4 1 2 A Hilledia T a Fir 3 00 6. ( 1) De EST D r (1) + . $(0) + b rated and rated by AT Eng ion r. K 451 CH 1 t E - 17 ATION ca 44 i al 1 - 111 Link V link hilling int t Schiller lu T 111111111111 e with the first of the started to 1 ITTEELE 6 the state TEN 了 | 北海道 | SUFFICE ISS 11-16 20 1 11 a 2019 T A We THE t a long STITE P 作量 17 t 2017 The ALTAL 12 45 C 1972 Car 16 Car 4 81 T Mai H 00 0 and and f u g 176 n V P P on the first 中华人民共同国开发 ...

Core Viewpoint - The semiconductor industry chain has rebounded significantly, with strong performance in energy storage and lithium battery sectors [9][10][18]. Market Overview - On September 3, the A-share market showed mixed results, with the ChiNext Index rising over 1.8% at one point, while the Shanghai Composite Index fell by 0.96% and the Shenzhen Component Index decreased by 0.63% [2][3]. - The semiconductor, biomedicine, and energy storage sectors performed actively, while aerospace, military industry, brokerage, and retail sectors experienced adjustments [5]. Sector Performance - The semiconductor sector saw notable gains, with companies like Chengdu Huamei hitting a 20% limit up, and ZhiChun Technology also reaching a limit up [10]. - The global semiconductor market is projected to reach $346 billion in the first half of 2025, reflecting a year-on-year growth of 18.9%. The full-year market size is expected to be $728 billion, up 15.4% [18]. Lithium Battery Sector - Yiwei Lithium Energy experienced a surge of over 14%, closing at 63.42 CNY per share, with a total market capitalization of 129.74 billion CNY [15][19]. - The newly established solid-state battery production base in Chengdu is expected to produce nearly 500,000 battery cells annually, with the first phase set to be completed by December 2025 [18]. Stock Movements - The stock performance of major companies included: - BYD Electronics down 3.93% with a market cap of 93.6 billion CNY [8]. - Midea Group down 2.53% with a market cap of 636.1 billion CNY [8]. - Ctrip Group down 2.37% with a market cap of 396.7 billion CNY [8]. - The semiconductor sector's rebound was highlighted by significant stock price increases for companies like Jingzhida and Xiangfeng Technology [13]. Policy and Industry Dynamics - The Chinese government is implementing policies to address "involution" competition in the lithium battery and new energy vehicle sectors, aiming to enhance global competitiveness [19].

【导读】全球手机销量继续下滑，AI眼镜却销量翻倍，消费电子行业迎来"冰火两重天" 中国基金报记者 牛思若 当AI从"概念"走向"必需"，消费电子行业正在经历一场残酷的分化。 手机市场陷入低迷，却挡不住AI眼镜的迅猛崛起。2025年上半年，全球智能眼镜出货量同比 翻倍，其中AI眼镜占比已接近八成，成为消费电子的新"顶流"。 AI的渗透正在加速重塑行业格局，从上游材料突破到下游生态扩张，产业链企业纷纷受益，工 业富联、立讯精密等龙头也借势交出亮眼财报。 市场冷热不均 AI眼镜成为"顶流" 尽管消费电子市场已多次释放回暖信号，产业链对于行业复苏的预期也逐渐提升，但就目前 而言，这一复苏态势依旧疲弱。从消费电子的细分领域——手机市场来看，其上半年的表现 显现出增长动力不足的状况。 Canalys数据显示，2025年第二季度全球智能手机市场同比下滑1%，为该行业六个季度以来 的首次下跌；中国智能手机市场同比下降4%，此前年初国家补贴政策带来的增长效应开始减 弱。 业内人士认为，这背后代表着消费电子正从"功能迭代"走向"体验革命"，类似功能机向智能 机的跨越。AI眼镜、VR/AR等智能穿戴产品，正在成为新一轮增量需求的重 ...

Core Viewpoint - The article highlights the significant display of the "Dongfeng-5C" liquid intercontinental strategic nuclear missile during the 80th anniversary of the victory in the Chinese People's Anti-Japanese War and the World Anti-Fascist War, emphasizing its role in China's strategic deterrence capabilities [2]. Group 1 - The "Dongfeng-5C" missile is a crucial component of China's strategic counterattack system, with a global strike range and is on full-time alert for effective deterrence [2]. - The missile was showcased by a formation led by a certain base of the Rocket Force, indicating the military's organizational structure and readiness [3].