【导读】 万亿资管巨头，高管变动 中国基金报记者 吴娟娟 8 月 25 日，美国万亿资产管理巨头联博宣布任命 Michael Thompson 为新一任的亚太首席 执行官，中国台湾首席执行官 Derek Yung 将升任为亚太副首席执行官，任命将于明年 1 月 1 日生效。 现任亚太首席执行官 Ajai Kaul 将于今年年底退休，他在联博已工作 32 年。目前， Ajai Kaul 还兼任联博基金的董事长。在 Ajai Kaul 退休后，联博基金的董事长或也面临更换。不 过，截至目前，联博基金尚未宣布董事长变动信息。 资料显示，联博为总部位于美国的全球资产管理公司。截至目前，其资产管理规模约 8290 亿美元，合 59355 亿元人民币。 联博在任命亚太负责人的新闻稿中表示，作为联博亚太区首席执行官， Michael Thompson 将负责公司在亚太的增长、客户分销和战略。他拥有 30 年的客户管理和金融服务经验，对该 地区有深入的了解。他将从伦敦搬到新加坡。 在同一篇新闻稿中，联博表示， Derek Yung 在联博任职 27 年，他将支持联博在亚太市场 的持续增长和成功。联博总裁兼首席执行官 Seth ...

【导读】住建部、央行联合印发《房地产从业机构反洗钱工作管理办法》 中国基金报记者 晨曦 事涉房地产从业机构，重磅消息来了！ 8 月 26 日，住房城乡建设部官网显示，住房城乡建设部、中国人民银行联合印发《房地产从 业机构反洗钱工作管理办法》（以下简称《办法》）。 来看此次《办法》的重点内容： ·在境内依法设立，提供房屋销售、房屋买卖经纪服务的房地产开发企业或者房地产中介机 构，应当依据《办法》规定履行反洗钱义务。住房城乡建设部会同中国人民银行制定房地产 从业机构反洗钱管理规定，对全国房地产行业反洗钱工作进行监督管理。 ·房地产从业机构应当接受反洗钱监督管理和自律管理，配合中国人民银行及其派出机构开展 的反洗钱调查。房地产从业机构及其工作人员不得从事洗钱活动，或者为洗钱活动提供便 利。 ·房地产从业机构不得向身份不明的客户销售房屋或者提供经纪服务。客户拒不配合提供身份 证明材料等信息的，可以拒绝向其销售房屋或者提供经纪服务，并根据情况向中国反洗钱监 测分析中心提交可疑交易报告。 ·房地产从业机构发现或者有合理理由怀疑客户拟进行的房屋交易与洗钱等犯罪活动相关的， 应当及时向中国反洗钱监测分析中心提交可疑交易报告。 ...

【导读】诚通证券宣布聘任沈浩为公司副总经理 中国基金报记者 孙越 8 月 26 日，诚通证券正式发布公告， 宣布聘任沈浩为公司副总经理 。记者注意到，在中国 证券业协会官网上，沈浩的执业机构已经变为诚通证券。 今年 6 月初，诚通证券曾启动公开招聘计划，拟面向市场招募 1 名总经理与 1 名副总经 理。此次沈浩的聘任公告，意味着诚通证券副总经理岗位的招聘流程已正式收官。 | 基金管理人名称 | 诚通证券股份有限公司 | | --- | --- | | 公告依据 | 《证券基金经营机构董事、监事、高级管理人员 | | | 及从业人员监督管理办法》《公开募集证券投资 | | | 基金信息披露管理办法》等有关法规。 | | 高管变更类型 | 新任基金管理公司副总经理 | 从公开履历来看，沈浩曾 任华 融晋商资产管理股份有限公司法律事务部、风险管理部副总经 理（主持工作）， 华融证券法律事务部（资产保全部）总经理，国新证券特殊资产经营一部 总经理，国新证券信用业务部总经理。 | 任职日期 | 2025-08-22 | | --- | --- | | 过往从业经历 | 曾任华融晋商资产管理股份有限公司法律事务 | | ...

来源：央视新闻 政事儿 8月26日，广西壮族自治区桂林市中级人民法院一审公开宣判海南省人大常委会原党组副书 记、副主任刘星泰受贿案， 对被告人刘星泰以受贿罪判处死刑，缓期二年执行，剥夺政治权 利终身 ，并处没收个人全部财产；对其受贿所得财物及孳息依法予以追缴，上缴国库。 经审理查明： 2003年至2024年，被告人刘星泰利用担任山东省无棣县委副书记、县长，无 棣县委书记，山东省委组织部副部长，山东省机构编制委员会办公室主任，山东省日照市委副 书记、市长，日照市委书记，海南省委常委、政法委书记，海南省人大常委会党组成员、副主 任，海南省人大常委会党组副书记、副主任等职务上的便利以及职权或者地位形成的便利条 件，为有关单位和个人在企业经营、业务承揽、资金拨付等事项上提供帮助，直接或通过他人 非法收受财物共计折合人民币3.16亿余元。 桂林市中级人民法院认为，被告人刘星泰的行为构成受贿罪，应依法惩处。刘星泰受贿数额特 别巨大，并使国家和人民利益遭受特别重大损失。鉴于刘星泰受贿犯罪中有未遂情节；归案后 如实供述自己的罪行，主动交代监察机关尚未掌握的绝大部分犯罪事实；认罪悔罪，积极退 赃，涉案赃款赃物及孳息已全部追缴到 ...

Group 1 - Wang Song, former director of research at the Federal Reserve Asset Management, has joined Founder Securities as the chief researcher for the real estate sector [2] - Wang has over ten years of experience in real estate and urban investment bond research, previously holding positions at Minsheng Securities and Zhongjian Investment Trust [2] - He believes that opportunities in the real estate sector still exist, particularly in niche markets and under specific policy catalysts, which require immediate research to uncover [2] Group 2 - Founder Securities has been actively recruiting talent, with several key hires including Yan Xiang as chief economist and Li Qinghe as head of fixed income [3] - The company's half-year earnings forecast for 2025 predicts a net profit of between 2.296 billion and 2.432 billion yuan, representing a year-on-year growth of 70% to 80% [3] - The overall number of analysts in the securities industry has been increasing despite a decrease in total industry personnel, indicating a shift in the labor market dynamics [4] Group 3 - The securities research sector is undergoing significant personnel changes, with analysts moving to various roles, including positions in listed companies and private equity [4] - There is a pressing need for transformation within securities research institutions to enhance their research capabilities and brand influence in a competitive market [4]

Core Viewpoint - The article discusses the significant decline in the French stock market, driven by political instability and the potential collapse of the French government due to a confidence vote initiated by Prime Minister Francois Bayrou [2][3]. Political Instability - Prime Minister Bayrou announced a confidence vote that could lead to the government's downfall, prompting investors to sell French assets and increasing hedging against political uncertainty [3]. - Opposition parties, including the National Rally, La France Insoumise, and the Greens, have expressed intentions to vote against the motion, while the Socialist Party also indicated non-support [3]. - If the majority of lawmakers oppose Bayrou, he will be forced to submit his government's resignation, highlighting President Macron's precarious position [3]. Economic Impact - The yield on French 10-year government bonds rose by 9 basis points to 3.51%, leading the global bond market decline, with the spread between French and German borrowing costs widening to 75 basis points, the highest since April [3]. - France's borrowing costs are now higher than those of Greece and Portugal, only slightly lower than Italy [3][4]. - Bayrou's proposed austerity measures, including a €44 billion (approximately $51 billion) spending cut and tax increase plan, face significant opposition, which he argues is crucial to avoid a public finance disaster [4]. Public Sentiment and Government Response - Bayrou's approval ratings have plummeted to the lowest level among all prime ministers during Macron's presidency, despite efforts to engage the public through a YouTube channel explaining fiscal policies [5]. - The French government is currently facing the widest budget deficit in the Eurozone, with a projected deficit of 5.4% of GDP for the year [4].

Core Viewpoint - Domestic fuel prices in China have been adjusted downwards, with gasoline and diesel prices per ton reduced by 180 yuan and 175 yuan respectively, effective from August 26, 2025 [2][4]. Price Adjustments - The price adjustments translate to a decrease of 0.14 yuan per liter for 92 gasoline, 0.15 yuan per liter for 95 gasoline, and 0.15 yuan per liter for 0 diesel. Filling a 50-liter tank of 92 gasoline will save approximately 7 yuan [3]. - For private vehicles, assuming a monthly distance of 2000 kilometers and an average fuel consumption of 8L per 100 kilometers, the fuel cost per vehicle will decrease by around 10 yuan before the next price adjustment window on September 9, 2025 [3]. - In the logistics sector, for heavy trucks running 10,000 kilometers monthly with a fuel consumption of 38L per 100 kilometers, the fuel cost per vehicle will drop by approximately 266 yuan before the next adjustment [4]. Historical Price Changes - In 2025, there have been 17 rounds of adjustments in domestic fuel prices, with a net result of 6 increases, 7 decreases, and 4 periods of no change. The current prices for gasoline and diesel have decreased by 405 yuan/ton and 390 yuan/ton respectively compared to the beginning of the year [4][5]. International Oil Market Dynamics - The international oil market has experienced mixed factors, with geopolitical tensions easing and expectations of a Federal Reserve rate cut influencing oil prices. Recent trends show oil prices initially declining before rebounding [6][8]. - As of the latest reports, Brent crude oil futures fell by 0.23% to $68.64 per barrel, while WTI crude oil futures decreased by 0.54% to $64.46 per barrel, following a period of strong price recovery [8]. - The recent rise in oil prices has been attributed to geopolitical conflicts, particularly the impact of Ukraine's actions against Russian energy facilities, which have raised concerns about supply disruptions [8][9]. Market Sentiment and Future Outlook - Analysts suggest that despite increasing geopolitical risks, oil prices remain within a relatively narrow range, indicating strong underlying market fundamentals [8][9]. - The market is closely monitoring U.S. policy developments, particularly regarding potential sanctions on Russia, which could further influence oil supply uncertainties [9]. - Current trends indicate that the recent rebound in oil prices may lead to expectations of future increases in domestic fuel retail prices [10].

【导读】汇丰遭香港证监会谴责并罚款 420 万元！净利润下滑 99.67% ，东方甄选大跌超 11% 中国基金报记者 郭玟君 8 月 26 日，香港三大股指齐跌，香港恒生指数跌 1.18% ，报 25524.92 点；恒生科技指数跌 0.74% ，报 5782.24 点；恒生中国企业 指数跌 1.07% ，报 9148.66 点。大市成交 3178.71 亿港元，南向资金大幅加仓 165.73 亿港元。 恒生指数 成份股中有 18 只上涨， 66 只下跌。石药集团跌 4.33% ，中国联通跌 3.46% ，新东方跌 2.87% ，领跌蓝筹。 | 1 | 石药集团 | 1093 | 10.380 c | -0.470 | -4.33% | 17.97亿 | 119.96% | | --- | --- | --- | --- | --- | --- | --- | --- | | 2 | 中国联通 | 0762 | 10.050 c | -0.360 | -3.46% | 4.14亿 | 38.49% | | 3 | 新东方-S | 9901 | 36.600 c | -1.080 | -2.87% | 2.96 ...

【导读】事关 " 人工智能 +" ，重磅文件发布 中国基金报记者 李智 8 月 26 日，国务院发布《关于深入实施 " 人工智能 +" 行动的意见》（以下简称《意 见》）。 | 首页 > 信息公开 > 国务院文件 > 科技、教育 > 科技 | 字号：默认 大 超大 打印 - 收藏 ☆ 留言 / | | --- | --- | | 索 引 号: 000014349/2025-00070 | 主题分类:科技、教育\科技 | | 发文机关: 国务院 | 成文日期:2025年08月21日 | | 标 > 题:国务院关于深入实施"人工智能+"行动的意见 | | | 发文字号: 国发〔2025〕11号 | 发布日期: 2025年08月26日 | 在 " 人工智能 +" 产业发展方面，《意见》明确，培育智能原生新模式新业态。鼓励有条件 的企业将人工智能融入战略规划、组织架构、业务流程等，推动产业全要素智能化发展，助 力传统产业改造升级，开辟战略性新兴产业和未来产业发展新赛道。 《意见》指出，要推动工业全要素智能联动，加快人工智能在设计、中试、生产、服务、运 营全环节落地应用。加快人工智能驱动的育种体系创新，支持种植、养殖等 ...

Group 1 - The U.S. government has agreed to invest $8.9 billion in Intel, acquiring approximately 9.9% of the company's shares, making it a major shareholder [3] - The investment is funded by $5.7 billion in subsidies previously granted to Intel under the CHIPS and Science Act, along with an additional $3.2 billion from government-funded projects [3] - President Trump stated that this transaction is beneficial for Intel and the U.S., claiming it could generate over $10 billion for the country [2][3] Group 2 - The U.S. government's stake in Intel will be a passive investment, meaning it will not have board seats, governance rights, or information rights [3] - The government has agreed to align with Intel's board on matters requiring shareholder approval, except for a few exceptions [3]