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突发,黑天鹅!股汇双杀!
中国基金报· 2025-12-06 16:11
Group 1 - The article discusses a significant "black swan" event in Brazil, where the stock market experienced its worst day since 2021, and the currency depreciated by approximately 2.5% due to former President Bolsonaro's endorsement of his son as a candidate for the upcoming presidential election [2][4]. - Following the media report, the Brazilian currency, the real, began to weaken, and the Ibovespa stock index fell by 4.3%. Additionally, interest rate swap contracts surged over 50 basis points, indicating a shift in investor sentiment regarding Bolsonaro's political influence [4][6]. - Analysts noted that the market had previously anticipated a united front among the right-wing candidates, but Bolsonaro's endorsement of his son has led to a split, correcting the overly optimistic sentiment in the market [7][8]. Group 2 - The article highlights that Flávio Bolsonaro confirmed his father's support on social media, stating he would carry on the mission of their country. He is set to challenge the current president, Lula, as a candidate from the Liberal Party [6][8]. - Despite the current president Lula leading in early polls, there was optimism that if Tarcísio de Freitas, the governor of São Paulo, entered the race, the right-wing could defeat Lula. However, the recent developments have raised concerns about the competitiveness of Flávio against Lula [7][8]. - Analysts expressed that Flávio's competitiveness against Lula is perceived to be weaker, and the economic policy expectations are less favorable, which could negatively impact Brazilian assets [8].
“美国将调整与中国的经济关系”
中国基金报· 2025-12-06 15:19
据参考消息援引法新社报道,这份旨在阐述特朗普打破常规的"美国优先"世界观的国家安全文件, 标志着美国长期倡导的"重返亚洲"战略出现重大转向 。 虽然该文件仍称,美国将阻止其他大国称霸,但补充道: "这不意味着要耗费血汗钱财来遏制全球所有 大国和中等强国的影响力。" 该战略要求"调整全球军事部署,以应对本半球迫在眉睫的威胁,并撤出近几十年来或近年对美国国家 安全重要性相对下降的战场",并以强硬的措辞 强调美国在拉丁美洲的主导地位 。 来源:CCTV国际时讯 参考消息 据@CCTV国际时讯、参考消息报道,美国白宫于当地时间12月4日晚发布特朗普政府的新版《国家 安全战略》。 这份文件共33页,阐述本届美国政府对其外交政策的调整。值得一提的是,该战略打破了美国数十 年来追求成为唯一超级大国的尝试,并称 "美国拒绝了以自身为主导的、注定失败的全球霸权理念" 。 报告中还对 中美关系以及未来的发展方向做出了新的阐释 ,此外 报告对台湾问题提及的次数明显增 多。 重大转向 另据环球时报援引台湾《经济日报》报道,报告中,亚洲章节以"赢得经济未来、防止军事对抗"为主 轴, 台湾议题则被纳入"威慑军事威胁"部分。 据统计,与2 ...
突发讣告!余寿文逝世,是重大损失
中国基金报· 2025-12-06 14:26
Core Viewpoint - The article commemorates the life and contributions of Yu Shouwen, a prominent solid mechanics expert and educator, who passed away on December 5, 2025, at the age of 86, highlighting his significant impact on engineering education and solid mechanics research in China [2][6]. Group 1: Academic Contributions - Yu Shouwen made substantial contributions to solid mechanics, particularly in fracture and damage mechanics, smart materials, and microscale mechanics, achieving internationally influential and original results [4]. - He provided a complete continuous solution for the crack tip field of plane stress type I ideal plastic materials and established new fracture criteria considering both plasticity and damage dissipation [4]. - His research has been incorporated into national standards for safety assessment of defect-containing pressure vessels, providing critical theoretical support for major engineering structures [4]. Group 2: Publications and Awards - Yu published seven monographs and over 400 academic papers, receiving multiple awards including two third prizes of the National Natural Science Award and a special prize for National Science and Technology Progress [5]. - He served as the first Chinese president of the International Society of Fracture from 2013 to 2017 and was awarded the "YOKOBORI Gold Medal" in 2023 for his significant contributions [5]. Group 3: Educational Impact - As a vice president of Tsinghua University, Yu implemented significant reforms in engineering education, including the credit system and curriculum development, and contributed to the establishment of a robust engineering education certification system in China [5]. - He was a key advocate for China's engineering education to join the Washington Accord, receiving the "Global Engineering Education Outstanding Contribution Award" in 2012 [5].
官方披露:百余名考生通过作弊入职党委、政府等部门,均被开除公职
中国基金报· 2025-12-06 13:33
来源:广东省高院 广东省高级人民法院称,考试是国家人才选拔和职业准入的重要方式,关乎人才培养、社会公平和国家 发展。近年来,受经济利益驱使,伴随无线通讯技术的迅猛发展,考试作弊犯罪的组织化、团伙化程度 越来越高,跨地域、大规模、非接触式的有组织的作弊活动逐步涌现,相关犯罪行为愈发隐蔽。 本案 系依法惩治组织考试作弊等犯罪典型案例。 人民法院在准确查明各被告人参与的不同环节、行为的基础上依法判处各自应承担的刑事责任,全链条 依法惩治在法律规定的国家考试中组织作弊等破坏考试秩序的犯罪行为, 并向教育主管部门、公务员 考试主管部门等发送司法建议,促进升级智能安防措施,强化作弊违规惩戒。 2014年至2020年,被告人张某洁、陆某强、李某共谋组织考试作弊,以自身及被告人王某、杨某伶等数 十名高学历人员为"枪手"组建替考"团队"。通过被告人张某等人介绍,或在互联网投放广告、设置关键 词等推广引流,或通过QQ群、微信群等招揽参加国家考试的被告人冯某伟、王某等数十名考生,提供 线上报名指导、制作虚假证件、线下替考等"一条龙"替考服务。 张某洁等人根据考生性别、面容特征和报考考试种类,从"团队"中选择面容相似、专业对口的"枪 ...
官宣!他将访华
中国基金报· 2025-12-06 12:46
德国外交部长瓦德富尔 资料图 图源:外媒 见证历史!基金经 理薪酬重大改革来了,信息量很大 应中共中央政治局委员、外交部长王毅邀请,德国外长瓦德富尔将于12月8日至9日访问中 国。 来源:外交部网站 德国外长瓦德富尔将访华 外交部网站12月6日晚消息,外交部发言人宣布: ...
特朗普签了!
中国基金报· 2025-12-06 12:46
阿拉斯加国家石油储备区面积约为2350万英亩,位于阿拉斯加普鲁多湾油田以西。 见证历史!基金经 理薪酬重大改革来了,信息量很大 来 源 : 央视新闻客户端 当地时间12月5日,白宫发表声明称, 美国总统特朗普当日签署一项参议院此前通过的 决议,使其成为法律,以撤销部分阿拉斯加北坡国家石油储备区的钻探限制。 据悉,这些限制原本旨在保护环境敏感区域免受油气钻探的破坏。 ...
美军登陆波多黎各海滩
中国基金报· 2025-12-06 12:46
12月5日,多米尼加共和国方面表示,在未来数日内,美国空军的KC-135加油机、C- 130"大力神"运输机等机型将陆续进入多境内开展行动。美国国防部长赫格塞思近日访问多米 尼加期间宣布,双方已达成一项临时协议,美方可在多米尼加圣伊西德罗空军基地及美洲国 际机场部分受限区域开展设备转运、技术保障等行动。美方称,此举旨在支援其所谓的"缉 毒"行动。 来源:央视新闻 当地时间12月5日,美军使用登陆艇将人员和设备运输至波多黎各的海滩。画面显示登陆艇抵 近海岸后,两栖车辆、悍马及重型装备陆续驶上沙滩。士兵们不断卸载装备、整理物资。据 悉,这些官兵来自美国海军陆战队所属的"圣安东尼奥"级两栖船坞运输舰。 ...
深圳紧急辟谣:系伪造,已报警
中国基金报· 2025-12-06 12:46
Core Viewpoint - Shenzhen Municipal Local Financial Management Bureau has issued a statement denying the existence of a document numbered Shen Jin Guan Han [2025] 318, which was purportedly a notice to stop illegal financial activities, asserting that the document is a forgery [1][2]. Group 1 - The bureau clarifies that it has never created or published the mentioned document, emphasizing that the correct name is "Shenzhen Municipal Local Financial Management Bureau," while the document uses a forged title and seal [2]. - The actions of the parties involved in creating and disseminating the forged document are considered a serious offense, including forgery and alteration of official documents, which undermines the credibility of government agencies [1][2]. - The bureau has reported the matter to law enforcement for criminal prosecution of the responsible individuals, highlighting the severe social impact of such actions [1][2]. Group 2 - The public is advised to remain vigilant and not to trust or spread information from unofficial sources to avoid falling victim to scams [3].
见证历史!基金经理薪酬重大改革来了,信息量很大
中国基金报· 2025-12-06 11:34
Core Viewpoint - The recently issued "Guidelines for Performance Assessment and Compensation Management of Fund Management Companies (Draft for Comments)" emphasizes the binding mechanism between compensation and performance for fund personnel, aiming to prioritize the interests of fund shareholders and promote the sustainable development of the public fund industry [2][4]. Summary by Sections Performance Assessment System - The guidelines advocate for a performance assessment system centered on fund investment returns, combining quantitative and qualitative methods to determine performance indicators while ensuring consistency and continuity [4][17]. Key Performance Indicators - The guidelines stress the importance of indicators such as "fund product performance" and "profitable investor ratio" [5][17]. - For quantitative assessment, the weight of long-term indicators (over three years) in fund investment returns should not be less than 80% [6]. - For senior management, the weight of fund investment return indicators should be at least 50% [7]. Self-Purchase Requirements - Senior management must use at least 30% of their total performance compensation to purchase the company's funds, while fund managers must invest at least 40% of their performance compensation [9]. Salary Adjustment Mechanism - Fund managers whose performance lags the benchmark by over 10% and have negative profit margins must face a salary reduction of at least 30% [10]. Accountability Mechanism - The guidelines require the establishment of a strict accountability mechanism for compensation management, applicable even to departing employees [11]. Dividend Distribution Constraints - Fund management companies should lower dividend frequency and ratios for funds with poor performance and significant investor losses over the past three years [12]. Compensation Structure Optimization - The guidelines call for an optimized compensation distribution structure, favoring frontline and grassroots employees while controlling salary increases for senior management [14]. Long-term Incentive Mechanism - Fund management companies are encouraged to implement long-term incentive mechanisms linked to the company's development and the long-term interests of fund shareholders [15]. Basic Principles - The guidelines adhere to principles that align with national policies, prioritize shareholder interests, effectively motivate personnel, and balance the interests of shareholders and other stakeholders [17].
芯片重要收购,终止!
中国基金报· 2025-12-06 11:34
Core Viewpoint - The article discusses the termination of a significant acquisition by DiAo Microelectronics, which was intended to purchase 100% of Rongpai Semiconductor's shares and raise supporting funds through the issuance of shares and cash payments [1][3]. Company Overview - DiAo Microelectronics is focused on the research, design, and sales of high-performance analog chips, with a product range that includes signal chain analog chips and power management analog chips. The company has developed several advanced products and has obtained ISO9001 certification [4]. - Rongpai Semiconductor specializes in high-performance analog chip design and has developed unique technologies, including the iDivider technology, which has led to breakthroughs in domestic isolation chips [5]. Acquisition Details - The acquisition aimed to enhance DiAo Microelectronics' product offerings in the isolation chip category and leverage Rongpai Semiconductor's patented technologies and customer resources to improve market competitiveness [5]. - The termination of the acquisition was due to the inability to reach an agreement on key terms such as transaction price and performance commitments after multiple discussions [6]. Financial Impact - As of December 5, DiAo Microelectronics' stock price was reported at 24.23 CNY per share, with a total market capitalization of nearly 6 billion CNY [7]. The company stated that the termination of the acquisition would not have a significant adverse impact on its operational and financial status [6].