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利好突袭!大涨!
中国基金报· 2025-12-09 04:15
板块上来看,创新药概念股表现活跃,CPO、电子元器件、互联网等板块涨幅居前;而贵金属、海南自贸港、房地产等震荡调整。 一起来看下最新的市场情况及资讯。 12月9日开盘,A股市场震荡拉升,创业板指涨逾1%,沪指跌0.03%,深成指涨0.35%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3922.79 | 13376.53 | 1418.57 | | -1.28 -0.03% | +46.54 +0.35% | -7.68 -0.54% | | 科创50 | 创业板指 | 万得全A | | 1353.91 | 3224.50 | 6322.00 | | +3.12 +0.23% | +34.23 +1.07% | +6.53 +0.10% | | 沪深300 | 中证500 | 中证A500 | | 4624.80 | 7179.66 | 5564.18 | | +3.05 +0.07% | +7.29 +0.10% | +2.81 +0.05% | | 中证1000 | 深证100 | 中证红利 | | 7437.69 | 5895.60 | 5502.05 | ...
苏炳添宣布退役
中国基金报· 2025-12-09 02:57
les & FR 点击下载中国基金报客户端 ■ 中国基金报内容矩阵 ■ 巅峰对话 投资热点说 ETF风向标 IPO情报站 fe o 1 ■ a a - 444 and 4 4 CHINAFUND CHINAFUND CHINAFUND CHINAFUND 开盘速递 港股日报 全球早班车 数说人物 √ � [ 8 a 4 a g a d 4 4 4 CHINAFUND CHINAFUND CHINAFUND CHINAFUND ●微信搜一搜( 〔 〔 中国基金报 〕即刻获取财经资讯 来源:新华社 男子100米亚洲纪录保持者、中国短跑名将苏炳添宣布退役。 ...
金昊被判死刑,金昊母亲张杰被判有期徒刑2年2个月
中国基金报· 2025-12-09 02:57
来源:央视新闻 央视新闻从河北沧州市中级人民法院获悉,12月9日,沧州市中级人民法院一审公开宣判,判 处被告人金昊死刑,剥夺政治权利终身;判处被告人张杰(金昊母亲,帮助毁灭证据罪)有 期徒刑2年2个月。 ...
特朗普,批了!
中国基金报· 2025-12-09 02:57
【导读】特朗普批准英伟达向中国出口H200芯片,英伟达回应 中国基金报 晨曦 综合整理 不过,特朗普仍在帖文中强调,被允许出口的芯片不会包含英伟达更领先的Blackwell和即将 面世的Rubin芯片。而其他芯片大厂,包括AMD、英特尔等也同样适用相关规则。 此外,英伟达需将销售所得收益的25%支付给美国政府。"这将支持美国就业,增强美国制造 业实力,并惠及美国纳税人。"特朗普解释称。 对此,英伟达发言人表示,"我们赞赏特朗普总统的决定,该决定允许美国芯片行业参与竞 争,从而支持美国的高薪工作岗位和制造业。政府允许英伟达向经过商务部审查的商业客户 提供H200芯片,是一个兼顾了各方利益的周全平衡,这对美国非常有利。" 芯片圈大消息! 12月9日,据多家外媒报道,美国商务部将允许英伟达向中国的获批准客户出口H200芯片。 同时,美国政府将从这些销售中抽取25%的分成。 美国总统特朗普在其社交媒体上宣布了这一决定。特朗普称,在确保美国国家安全的前提 下,将"允许英伟达向中国及其他国家的合格客户交付其H200芯片产品"。他还表示,已告知 中国这一决定并得到了积极回应。 编辑:江右 此前,英伟达CEO黄仁勋(Jens ...
高市早苗被要求辞职
中国基金报· 2025-12-09 02:08
Group 1 - The core viewpoint of the article highlights the strong opposition from the Social Democratic Party of Japan, led by President Mizuho Fukushima, against Prime Minister Sanae Takaichi's remarks regarding Taiwan being a potential "survival crisis" for Japan, which Fukushima argues violates the constitution and calls for Takaichi to retract her statements and resign [2][3] - Fukushima emphasizes the illogical nature of Takaichi's statements and warns that Japan, including regions like Okinawa and Kyushu, is at risk of becoming a military stronghold, urging society to prevent war and dangerous policies [2] - The Social Democratic Party, founded in 1945, advocates for a society that respects human dignity and promotes peace, and is currently facing marginalization due to changing political dynamics [3] Group 2 - Mizuho Fukushima, born in December 1955, is a prominent political figure in Japan, serving as a member of the House of Councillors and the leader of the Social Democratic Party, with a strong commitment to peace and opposition to militarization [3] - During her upcoming visit to China in January 2024, Fukushima aims to emphasize the importance of preventing war between Japan and China, advocating for peace diplomacy and opposing the Japanese government's hostile stance towards China [3] - On January 18, 2024, Fukushima and her delegation will visit the China People's Anti-Japanese War Memorial, where they will pay respects and emphasize the message of learning from history to cherish peace [4]
华润信托,拟出手!
中国基金报· 2025-12-09 02:08
【导读】华润信托和一汽投资拟减持国信证券股份 中国基金报记者 江右 国信证券的二股东华润信托计划减持不超过5200万股,即不超过公司总股本的0.51%;另一股东一汽投资计划减持不超过2200万股,即 不超过公司总股本的0.21%。 据了解,华润信托的减持原因为资产配置调整需求,一汽投资减持是为补充经营发展资金需要。华润信托与一汽投资继续看好国信证券的 发展。 12月8日晚间,国信证券发布股东减持预披露公告。持有国信证券股份21.37亿股,占公司当前总股本20.87%的股东华润信托计划在本公 告发布之日起15个交易日后的3个月内以集中竞价方式,合计减持公司股份不超过5200万股,不超过公司当前总股本的0.51%。 持有公司股份1.14亿股,占公司当前总股本1.11%的股东一汽股权投资(天津)有限公司(以下简称一汽投资)计划在本公告发布之日起3 个交易日后的3个月内以集中竞价方式,合计减持公司股份不超过2200万股,不超过公司当前总股本的0.21%。 国信证券12月8日收报13.48元/股,总市值为1381亿元。以此计算,华润信托拟减持股份对应市值为7.01亿元,一汽投资拟减持股份对应 市值为2.97亿元。华润信 ...
炸锅!7600亿,恶意收购!
中国基金报· 2025-12-09 00:30
Core Viewpoint - Paramount has launched a hostile cash offer to acquire Warner Bros. Discovery for $76 billion, following Warner Bros. Discovery's recent agreement with Netflix for a $72 billion acquisition [6][7]. Group 1: Acquisition Details - Paramount's cash offer is priced at $30 per share for all outstanding shares of Warner Bros. Discovery, with an enterprise value of $108.4 billion (approximately ¥760 billion) [7]. - The previous agreement between Netflix and Warner Bros. Discovery involved a cash and stock deal valued at $72 billion, with Netflix also assuming Warner Bros. Discovery's debt, bringing the total transaction value to $82.7 billion [7]. Group 2: Market Reactions - Following the announcement of Paramount's acquisition bid, Netflix's stock fell by 3.41%, closing at $96.82 per share, with a total market capitalization of $410.2 billion [8]. - In contrast, Warner Bros. Discovery's stock rose by 4.41%, closing at $27.23 per share [8]. Group 3: Broader Market Context - On the same day, major U.S. stock indices experienced declines, with the Dow Jones Industrial Average down by 215.67 points (0.45%), the Nasdaq down by 32.23 points (0.14%), and the S&P 500 down by 23.89 points (0.35%) [2][3].
火热的科技行情下,还有没有被低估的标的?
中国基金报· 2025-12-09 00:30
Core Viewpoint - The A-share technology sector continues to experience fluctuations and upward trends, with the CSI TMT Index showing a growth of 36.95% since 2025, leading to concerns about high valuations among investors [2] Group 1: Investment Opportunities - The ChiNext Composite Index is highlighted as a noteworthy investment target, currently having a PE (TTM) of 66.07 times, which is below the average of approximately 72 times over the past decade, indicating a relatively reasonable valuation [2] - The ChiNext Composite Index consists of 1,344 stocks with a total market capitalization of 17.17 trillion yuan, representing 97% and 99% of the ChiNext market, respectively [3] Group 2: Industry Distribution - The ChiNext Composite Index has a high technological content, with leading sectors including power equipment (23.4%), electronics (13.7%), pharmaceuticals and biology (10.5%), and communications (10.0%), covering 28 first-level industries [7][10] Group 3: Financial Performance - The index's constituent stocks have shown continuous improvement in fundamentals, with a year-on-year growth rate of 8.97% in operating revenue and 16.84% in net profit attributable to shareholders in Q3 2025, significantly outperforming the broader market [12][14] - R&D expenses for the index's constituent companies reached 145.84 billion yuan in Q3 2025, indicating strong potential for innovation and long-term growth [14] Group 4: Policy Support - Continuous favorable policies for the ChiNext market have been implemented, including the recent announcement by the CSRC to deepen reforms, which aims to provide more precise and inclusive financial services for emerging industries [16][17] Group 5: Long-term Returns - Since its base date of May 31, 2010, the ChiNext Composite Index has accumulated a rise of 281.44%, significantly outperforming the Shanghai Composite Index and Shenzhen Component Index, which rose 48.35% and 24.63%, respectively [19] Group 6: Investment Products - Investors interested in the ChiNext's overall development and seeking excess returns may consider the newly issued CCB ChiNext Composite Enhanced Strategy ETF, which aims to track the index closely while employing various strategies for enhanced investment [22] - The fund will be managed by Liu Minghui, who has a strong background in quantitative investment and has consistently outperformed benchmarks in previous funds [22][24]
日本警告:后续或有更大地震
中国基金报· 2025-12-09 00:30
据了解,"北海道·三陆冲后续地震注意信息"是指在从北海道至岩手县的近海区域中,如果在 千岛海沟和日本海沟及其周边发生震级7级以上的地震,则呼吁公众注意 其后可能发生更大 规模地震 的信息。 一旦发布后续地震注意信息,一周之内应做到以下几点日常防灾准备: 该信息涉及的地区包括:预计可能发生3米以上海啸或震度"6弱"以上地震的太平洋沿岸北海 道、青森县、岩手县、宫城县、福岛县,以及茨城县和千叶县,共计182个市町村。 不过据解释, 即使发布了该信息,也不意味着一定会发生巨大地震。 来源:央视新闻 确认避难场所及疏散路线 准备好随身携带的应急物资,以便随时撤离 固定家具防止倾倒 检查储备食品、饮用水、卫生用品等物资 央视新闻消息,12月8日深夜日本本州东部近海发生强烈地震后, 日本气象厅于当地时间9日 凌晨2时发布了"北海道·三陆冲后续地震注意信息" ——由于千岛海沟和日本海沟沿线地区发 生巨大地震的可能性比平时相对升高,日本内阁与气象厅呼吁民众根据政府和地方自治体的 指示,采取防灾应对措施。据悉,这是自2022年12月开始运用该信息制度以来, 首次发 布"北海道·三陆冲后续地震注意信息" 。 ■ 中国基金报内容矩 ...
001233,拟10派20元
中国基金报· 2025-12-08 17:27
Core Viewpoint - Haian Group plans to distribute a cash dividend of 20.00 yuan (including tax) for every 10 shares to all shareholders, totaling approximately 372 million yuan (including tax) [2][5]. Group 1: Financial Performance - In the first three quarters of 2025, Haian Group achieved a net profit of 462 million yuan, with the proposed cash dividend amounting to about 80.5% of this net profit [5]. - The company's stock price was reported at 65.02 yuan per share as of December 8, significantly lower than its peak but still above the initial offering price of 48 yuan per share, resulting in a total market capitalization of 12.1 billion yuan [6]. Group 2: Business Overview - Haian Group specializes in the research, production, and sales of giant all-steel engineering radial tires and the management of mining tire operations, ranking fourth globally and first among Chinese enterprises in product output for 2022 [5]. Group 3: Dividend Announcements from Other Companies - Other companies, including Haocreat Ruitong, Ruixin Micro, and Guoxin Securities, also announced their dividend plans on December 8, with Haocreat Ruitong proposing a cash dividend of 5 yuan per 10 shares, totaling 55 million yuan [8]. - Ruixin Micro plans to distribute a cash dividend of 3.00 yuan per 10 shares, amounting to 126 million yuan, which represents 16.20% of its net profit for the first three quarters of 2025 [8][9]. - Guoxin Securities, after 11 years of listing, announced its first cash dividend of 1 yuan per 10 shares, totaling 1.024 billion yuan, which constitutes 11.21% of its net profit for the same period [10][11].