来源：参考消息 中国新闻网 新华社 央视新闻 持续关注海外最新消息！ 胡塞：以色列侵略也门首都 据参考消息，据法新社8月24日报道，也门胡塞武装称，以色列当天袭击了也门首都萨那。 报道称，这是以色列针对该组织的最新一次袭击。该组织受伊朗支持，在加沙战争期间一直 向以色列发射导弹和无人机。 由胡塞武装控制的马西拉电视台报道了以色列"对首都萨那的侵略"，但没有提供细节。一周 前，以色列曾空袭萨那的发电站。萨那目前由胡塞武装控制。 另据以色列公共广播公司报道，以色列国防部长卡茨24日宣布，以色列战机当天对也门境内 目标实施了一系列空袭。 战机袭击了也门首都萨那总统府一带及导弹发射点。据报道，空袭目标还包括发电站、总统 府建筑和一处油库。社交媒体画面显示，空袭引发巨大爆炸，黑烟腾空而起。 以色列空袭也门首都 已致4死67伤 据央视新闻报道，总台记者 获悉，当地时间24日，也门胡塞武装控制的卫生部门表示，以色 列对也门的空袭已造成4人死亡，67人受伤。 以军当天发布声明说，袭击了也门胡塞武装在首都萨那地区的军事目标。包括总统府所在的 军事基地、发电厂以及燃料储存基地，这些设施被用于胡塞武装的军事活动。袭击是为了回 应胡 ...

Core Viewpoint - The article emphasizes the importance of building a "anti-fragile" investment portfolio that prioritizes long-term stability over short-term high performance, as articulated by Zhang Teng, the fund manager of Yinhua Ruihe [1]. Group 1: Investment Philosophy - Zhang Teng advocates for a focus on "slow variables" that have long-term impacts, aiming to maintain an "anti-fragile" portfolio that sacrifices some flexibility for steady net value growth [4][5]. - The investment approach contrasts "track-type" investment, which seeks high concentration in specific sectors and stocks, with "anti-fragile" investment that emphasizes diversification and risk control [5][6]. Group 2: Investment Process - Zhang has developed a unique "anti-fragile" investment process that includes top-down market style assessment, selection of cyclical stocks based on dividend yield or elasticity, and continuous tracking of sector-specific drivers [6]. - The investment style incorporates a broader definition of "value," recognizing that traditional dichotomies between value and growth do not fully capture the investment strategy [6]. Group 3: Fund Performance - As of August 15, 2025, the Yinhua Ruihe Flexible Allocation Mixed Fund (005544) has achieved a year-to-date net value growth rate of 29.69%, significantly outperforming its benchmark of 3.96% [7]. - Over the past year, the fund's net value growth rate reached 45.77%, compared to a benchmark of 15.23%, ranking 84 out of 415 in its category [7]. Group 4: Market Trends and Opportunities - The article discusses the "anti-involution" policy, which aims to regulate low-price competition and enhance product quality, creating investment opportunities in various sectors, particularly in metals and chemicals [8][9]. - Zhang Teng identifies the non-ferrous metals sector as having high certainty for investment, especially as the Federal Reserve enters a rate-cutting cycle, which historically precedes a recovery in industrial metal demand [10].

报道援引知情人士的话称，特朗普不满福尔肯德与前财长姆努钦观点过近，而姆努钦因曾力荐 鲍威尔任美联储主席，近期正遭特朗普批评。此外，福尔肯德还与特朗普亲信、前美国国税局 局长比利·朗就国税局运营方式产生分歧。最终，在特朗普施压下，财政部长贝森特通知福尔肯 德离职，福尔肯德于21日辞去职务。 美国财政部未就福尔肯德离职原因作出说明。贝森特22日发表声明，感谢福尔肯德"尽职尽责 的服务"。福尔肯德未对离职原因作出回应。 因"说法不一致"被炒 多家美国媒体23日报道，美国国防部长赫格塞思将国防情报局长克鲁泽中将解职。国防情报局 此前发布伊朗核设施遭破坏情况的初步报告，与特朗普说法不一致，激怒了特朗普。 来源：新华社 "你被炒了"！特朗普的"报复"接二连三 据多家美国媒体报道，美国财政部副部长等政府官员因与总统特朗普存在立场分歧被迫离职或 遭到调查，特朗普政府针对"背叛者"、批评者和政敌的"报复"行动接二连三。 副财长被迫离职 《华尔街日报》报道说，美国财政部副部长福尔肯德被迫离职，原因是他的主张令特朗普不 满，且与特朗普亲信有争执。 三是政敌民主党人。特朗普政府指控新泽西州民主党籍众议员拉莫尼卡·麦基弗在该州纽瓦克市 ...

来源：中央气象台 中央气象台 8月25日06时 发布暴雨蓝色预警： 预计， 8月25日08时至26日08时 ，青海东部、甘肃中部、黑龙江东南部、 吉林东部、辽宁东部、河南 东部、苏皖中北部、四川盆地西部和北部、云南东南部、广西南部、广东西南部沿海、海南岛大部 等地 部分地区有大到暴雨 ，其中，吉林东南部、四川盆地西北部、广西南部沿海、海南岛南部等 地部分地区 有大暴雨（100～130毫米） 。上述部分地区伴有短时强降水（最大小时降雨量20～60毫米，局地可超 过80毫米），局地有雷暴大风等强对流天气 。 防御指南： 1.政府及相关部门按照职责做好防暴雨准备工作； 2.学校、幼儿园采取适当措施，保证学生和幼儿安全； 3.驾驶人员应当注意道路积水和交通阻塞，确保安全； 4.检查城市、农田、鱼塘排水系统，做好排涝准备。 中央气象台8月2 5 日 06 时继续发布 台风橙色预警 ： 今年第13号台风"剑鱼" （强台风级） 的中心 已 于今天（25日） 凌晨由 南海中西部 海面 移入北部 湾， 早 晨 5点 钟 位于 越南 荣市 偏东 方向约 230 公里的 北部湾 南部 海面上，就是北纬1 8.3 度、 东经1 07 ...

Core Viewpoint - The article discusses former President Trump's shift in stance regarding the Ukraine conflict, indicating dissatisfaction with the ongoing war and a potential pause in efforts to negotiate peace [1][2]. Group 1 - Trump expressed complete dissatisfaction with all aspects of the war, stating there is not a single area he is satisfied with [1]. - He plans to make an important decision regarding the future of the conflict in "two weeks," although this timeframe is vague and not precise [1]. - This marks a significant change in Trump's position, as he had previously shown confidence in his ability to secure safety guarantees for Ukraine and facilitate meetings between the leaders of Russia and Ukraine [1]. Group 2 - Despite Trump's efforts, including a summit with Putin and meetings with Zelensky and European leaders, there has been no progress in negotiations [2]. - Analysts suggest that the White House may have misinterpreted Putin's intentions and been influenced by wishful thinking [2]. - Trump indicated he would give Putin some time to decide whether to meet with Zelensky [3].

Group 1 - Ukraine claims that the Ust-Luga port, Russia's largest maritime hub in the Baltic region, has been attacked by drones, indicating a large-scale assault on Russian war-related infrastructure [2] - The Kursk nuclear power plant in Russia reported that a Ukrainian drone was shot down near its vicinity, causing damage to an auxiliary transformer but no change in radiation levels [3] - Russian Foreign Minister Lavrov stated that President Putin is willing to meet with President Zelensky, but only if the meeting is expected to yield results, citing legal legitimacy issues regarding Zelensky's position [4][5] Group 2 - Lavrov emphasized that the West's perception of security is one-sided and does not consider Russia's fundamental interests, suggesting that any security guarantees must include these interests [5] - The Russian government aims to eliminate all threats to its security from Ukraine and protect the rights of Russian-speaking residents, asserting that territorial concerns are not a priority for Russia [5]

Core Viewpoint - Nvidia is set to launch a groundbreaking AI product that is anticipated to significantly advance the field of robotics, as indicated by CEO Jensen Huang's message to robots about their "new brain" [4][6]. Group 1: New Product Launch - Nvidia will unveil a new AI product on Monday, which is expected to be a major breakthrough in the smart technology sector [4]. - The company previously showcased an open-source physical AI application and a robot vision reasoning model called Cosmos Reason at the SIGGRAPH conference on August 12, which allows robots to reason like humans and act in the real world [8]. Group 2: Market Impact and Financial Outlook - The upcoming Nvidia earnings report is viewed as a critical event for the market, especially as it relates to the AI investment sentiment that has driven stock market growth in recent years [10][11]. - Nvidia holds a significant position in the S&P 500 index, with a weight of nearly 8%, and approximately 40% of its revenue comes from major companies like Meta, Microsoft, Alphabet, and Amazon [10]. - Analysts remain optimistic about Nvidia, with at least nine analysts raising their target prices in the past week, resulting in an average target price exceeding $194, indicating a potential upside of about 9% from the recent closing price of $178 [12].

据中国驻纽约总领事馆24日消息，经进一步核实，22日美国纽约州大巴车祸事故导致3名中 国公民遇难，9名中国公民受伤，其中7人已出院，2人在医院接受治疗。 消息说，驻纽约总领馆已第一时间联系遇难者家属，全力协助善后工作。23日，总领馆工作 组抵达现场，到医院慰问住院伤者并提供必要领事协助。 来源：新华社 ...

Core Viewpoint - Several well-known private equity firms have disclosed their holdings as of the end of Q2 2025, revealing significant investments in various sectors, particularly in consumer stocks and energy companies [2][15]. Group 1: Investment Activities of Notable Private Equity Firms - The Ge family, led by Ge Weidong, has made a rare investment in consumer stocks, specifically acquiring shares in the yellow wine brand Kuaijishan, holding 4.97 million shares valued at approximately 99 million yuan [4][6]. - Feng Liu from Gao Yi Asset has entered the top shareholders of Taiji Group with 20 million shares valued at 426 million yuan, while also increasing stakes in Longbai Group and Angel Yeast [11][13]. - Yang Dong's Ningquan Asset has newly invested in Tianhao Energy, holding 14.56 million shares valued at 74 million yuan, and has increased its position in LED company Zhouming Technology [16][17]. - Dong Chengfei from Ruijun Asset has newly invested in power semiconductor company Yangjie Technology and decoration board leader Tubao, while reducing holdings in Chipone Microelectronics [18][19]. Group 2: Financial Performance and Market Trends - Kuaijishan's stock price surged from approximately 11 yuan per share to a peak of 26.39 yuan in Q2, reflecting a total increase of 93.19% [6]. - Kuaijishan reported a revenue of 817 million yuan in the first half of the year, marking an 11.03% year-on-year growth, with a net profit of 93.88 million yuan, up 3.41% [8]. - Taiji Group's financials showed a total revenue of 5.658 billion yuan in the first half, down 27.63% year-on-year, with a net profit of 139 million yuan, down 71.94% [12].

Core Viewpoint - The scale of equity ETFs in China has surpassed 4 trillion yuan, reaching a historical high, with an annual increase of 24% driven by market recovery and capital inflow [2][3][5]. Growth of Equity ETFs - As of August 22, the total scale of 1,179 equity ETFs (including stock ETFs and cross-border ETFs) reached 4.11 trillion yuan, marking a significant milestone [5]. - The growth in equity ETFs this year has added nearly 800 billion yuan, reflecting a 24% increase, supported by a recovering stock market and new fund launches [3][5]. Factors Driving Growth - The growth of equity ETFs is attributed to multiple factors including policy guidance, the maturation of the capital market, and product innovation [3][6]. - The increasing effectiveness of the capital market has made it more challenging to obtain alpha returns, leading investors to rely more on asset allocation, with equity ETFs serving as effective tools due to their transparency and clear risk-return characteristics [5][6]. Market Dynamics - The ETF market has seen improvements in infrastructure, attracting long-term capital, while innovative products cater to diverse investment needs [6]. - Equity ETFs play a crucial role in stabilizing the market by providing a solid foundation of long-term capital, which helps reduce overall market volatility [6]. Product Innovation - Recent years have highlighted structural market trends, with a notable demand for equity ETFs as investors recognize the advantages of holding a basket of stocks over individual stocks [8]. - Innovative products such as Sci-Tech Innovation Index ETFs and free cash flow ETFs have been launched this year, enhancing index investment opportunities [9]. - Future developments in the ETF market are expected to focus on product innovation, with potential for new strategies such as leveraged ETFs, inverse ETFs, and actively managed ETFs [9].