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英伟达向美国上缴15%收入换取对华出口?外交部回应
中国基金报· 2025-08-11 13:31
来源:外交部网站 2025年8月11日,外交部发言人林剑答记者问。 路透社记者:据报道,消息人士称,近期中国官员向美国专家表示,希望美方放宽对高带宽 内存芯片对华出口管制。报道称,该类芯片可用于人工智能技术开发,中方担心美方管制可 能阻碍华为等中企自研人工智能芯片,中方将此要求作为双方贸易协议的一部分。中方能否 证实?对此有何评论? 林剑:具体问题建议向中方主管部门询问。中方反对将科技和经贸问题政治化、工具化、武 器化,反对对中国进行恶意封锁和打压的立场是一贯、明确的。这种做法扰乱全球产供链稳 定,不符合任何一方利益。 路透社记者:据报道,英伟达公司与超威半导体公司已同意向美国政府上缴在华芯片销售收 入的15%,以换取对华出口许可证。中方对此有何评论?(英国广播公司亦问及) 林剑:在美输华芯片问题上,中方已经多次表明了立场。 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 ...
明起军事活动,禁止驶入!
中国基金报· 2025-08-11 12:31
A股又大涨,火速研判!"或再度上攻" 来源: 中国海事局网站 据中国海事局网站消息, 烟台海事局 发布航 行警告 , 8月 12 日 至14日每日 6时至18时 , 渤海海峡大竹山岛附近海域部分水域 内 进行军事活动,禁止驶入。 ...
中国稀土集团,严正声明
中国基金报· 2025-08-11 12:31
Core Viewpoint - The China Rare Earth Group has issued a statement denying any involvement in the creation of a "rare earth RMB stablecoin" in collaboration with Ant Group and the People's Bank of China, labeling the information as false and misleading [2][6][7]. Summary by Sections - The company has never engaged in any form of cooperation, negotiation, or planning regarding the so-called "rare earth RMB stablecoin," and the information is a malicious fabrication by illegal entities [2][6]. - The company warns the public and investors to be vigilant against illegal financial activities and to be cautious to prevent financial losses [3][7]. - The company has reported the matter to relevant authorities, demanding an immediate cessation of infringement and fraudulent activities, and reserves the right to pursue legal action against any actions that harm its image and interests [3][7]. - Any significant external cooperation matters should be disclosed through the company's official channels [3][7].
谢斌,被查!
中国基金报· 2025-08-11 12:31
Group 1 - The article reports that Xie Bin, a member of the Party Committee of Changjiang Industrial Investment Group, is under investigation for serious violations of discipline and law [2] - Xie Bin, born in November 1970 and a senior economist, has held various positions in local enterprises in Hubei and has represented Changjiang Industrial Investment Group in public events [3] - As of the report, Xie Bin's information is still listed on the Changjiang Industrial Investment Group's leadership page as a full-time Party Committee member [5] Group 2 - Changjiang Industrial Investment Group was established in January 2022 with a registered capital of 33.6 billion yuan and total assets of 250.9 billion yuan, managing over 700 billion yuan in subscribed funds [8] - The group focuses on national strategies and the construction of modern industrial clusters in Hubei, operating as a provincial-level investment management entity for strategic emerging industries [8] - It aims to develop eight major industrial sectors, including optoelectronic information, high-end manufacturing, life health, modern chemicals, new energy, ecological protection, new materials, and Beidou digital [8]
A股又大涨,火速研判!“或再度上攻”
中国基金报· 2025-08-11 11:37
Core Viewpoint - The recent rally in A-shares is attributed to a combination of favorable policies, improved corporate fundamentals, liquidity, and restored investor confidence, with a cautiously optimistic outlook for the market's mid-term upward trend [4][6][10]. Market Performance - As of August 11, the Shanghai Composite Index closed at 3647.55, up 0.34%, marking six consecutive days of gains; the Shenzhen Component rose 1.46% to 11291.43, and the ChiNext Index increased nearly 2% [2][3]. Factors Driving the Market - Multiple factors are contributing to the six-day rally, including: - Policy support, such as the China Securities Regulatory Commission's control over IPO issuance to alleviate concerns about capital diversion [6]. - Improvement in corporate fundamentals, particularly in the lithium battery sector due to supply chain dynamics and seasonal demand in the electric vehicle market [6]. - External factors, including signals from the U.S. Federal Reserve regarding potential interest rate cuts, which could enhance global liquidity and provide a supportive environment for A-shares [6][9]. Investment Opportunities - Analysts suggest focusing on: - New productive forces, "anti-involution" policies, and domestic demand recovery as key investment directions [11][12]. - AI sector, particularly overseas computing power chains and domestic AI applications, as having strong fundamental prospects [12]. - Non-bank financials and cyclical sectors benefiting from policy stimuli aimed at economic stabilization [12]. Market Outlook - The market is expected to experience a rotation of hot sectors, with cautious optimism regarding the mid-term upward trend due to the accumulation of incremental capital and improving profit expectations for A-shares [10][12].
又有银行,基金销售违规
中国基金报· 2025-08-11 11:37
【导读】晋商银行因两项基金销售业务违规收警示函 中国基金报记者 王建蔷 因基金销售业务存在两项违规,晋商银行被山西证监局采取出具警示函的行政监管措施。 晋商银行被警示 日前,山西证监局披露一则处罚决定书。处罚信息显示,经查,晋商银行存在以下问题:基金销售部门负责人未取得基金从业资格履职; 对基金销售部门负责人进行了调整,未报送相关人员免职、任职的备案材料。 上述情形违反了相关规定。根据《公开募集证券投资基金销售机构监督管理办法》第五十三条,《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》第五十一条第一款的规定, 山西证监局决定对该行采取出具警示函的行政监管措施,并记入证券期货市 场诚信档案。 山西证监局强调,晋商银行应高度重视,严格对照基金销售相关法律法规,立即采取有效措施对上述问题进行整改,建立健全相关内控制 度,强化人员资质管理,严格落实备案报告要求,提高基金销售合规管理水平。 同时,山西证监局明确,晋商银行应当在收到本决定之日起30日内,向该局提交书面整改报告。 按照相关规定,商业银行负责基金销售业务的部门取得基金从业资格的人员不低于该部门员工人数的1/2;部门负责人取得基金从业资格 ...
刚刚,利好来了
中国基金报· 2025-08-11 10:50
Core Viewpoint - The revised "Management Measures for Supporting the Development of Preschool Education Funds" aims to standardize and enhance the management of funds supporting preschool education, thereby improving the efficiency of fund utilization [1]. Summary by Sections Overview of the Fund - The fund referred to is the transfer payment from the central government aimed at supporting the development of preschool education [5]. - The management of the fund is jointly overseen by the Ministry of Finance and the Ministry of Education, with a focus on key areas such as improving quality and expanding access to preschool education [6][7]. Fund Allocation and Usage - The current focus of the fund includes: 1. Supporting the enhancement and quality improvement of preschool education, including the construction and expansion of public kindergartens and support for private kindergartens [6]. 2. Implementing policies to waive childcare fees for eligible children in public kindergartens [6]. - The fund distribution is based on a factor-based allocation method, which considers various factors such as the level of public preschool education and local financial efforts [8]. Performance Management - Local financial and educational departments are required to establish a comprehensive performance management mechanism, setting clear performance goals and conducting evaluations to enhance fund allocation efficiency [12][13]. - The fund is subject to regular supervision and must be executed within the fiscal year, with unspent funds managed according to relevant regulations [12][14]. Reporting and Accountability - Provincial financial and educational departments must submit annual reports detailing the previous year's fund usage and performance outcomes by the end of February each year [9][10]. - There are strict accountability measures in place for any violations of the management measures, ensuring responsible use of funds [13].
首秀火了,大涨近158%
中国基金报· 2025-08-11 10:50
Core Viewpoint - The article highlights significant market movements, particularly in lithium mining stocks and the biotechnology sector, driven by recent events affecting supply and investor sentiment. Group 1: Lithium Mining Sector - Ningde Times has suspended operations at its Jiangxiawo lithium mine due to the expiration of its mining license, raising concerns about lithium resource scarcity and boosting related stocks [8] - Ganfeng Lithium surged by 20.91% and Tianqi Lithium increased by 18.19%, indicating strong investor interest in lithium mining stocks [6] - The short-term rise in lithium prices is expected to provide profit support for related companies, as noted by Everbright Securities [8] Group 2: Biotechnology Sector - Zhonghui Biotechnology-B saw a remarkable debut, closing up 157.98% on its first trading day, with a total market capitalization of HKD 13.094 billion [10] - The strong performance of Zhonghui Biotechnology is attributed to overall market sentiment and a recovery in the biotechnology sector, which has seen the Hang Seng Biotechnology Index rise nearly 90% this year [12] Group 3: Solar Energy Sector - Solar energy stocks performed strongly, with companies like GCL-Poly Energy rising by 5.26% and Xinyi Solar by 5.06% [20] - The "anti-involution" policy is driving price recovery in the solar industry, with expectations of industry consolidation and stable development by 2027 [22] Group 4: Gold Sector - Gold stocks experienced a collective decline, with Shandong Gold falling by 7.99% and Chifeng Jilong Gold dropping by 6.86% [14] - Market concerns over new policies from the U.S. government and upcoming inflation data from the Federal Reserve are contributing to the downward pressure on gold prices [16]
中央巡视期间,栾风江被查
中国基金报· 2025-08-11 09:12
他曾任:青海省 海西州 格尔木市副市长,海西州冷湖工委副书记、行委主任,海西州大柴旦 工委书记,海西州发改委党组书记、主任,海西州副州长,青海省工信厅党组成员,青海省 国资委党委委员、副主任等职。 栾风江(资料图) 今年6月消息,青海省委、省政府通报第三轮中央生态环境保护督察移交问题追责问责情况,因柴达木 盆地盐湖资源开发无序扩张,加剧生态环境承载负担问题, 栾风江被诫勉谈话。 来源: 青海省纪委监委、政事儿 据青海省纪委监委8月11日消息:青海省国有资产监督管理委员会党委委员、副主任栾风江涉 嫌严重违纪违法,目前正接受青海省纪委监委纪律审查和监察调查。 据公开简历显示,栾风江,男,汉族,1968年9月生,中共党员,大学学历。 今年 7 月, 中央第十一巡视组 进驻 青海省 ,开展 2 个半月左右的巡视。 中央巡视组将紧 盯权力和责任,紧盯 "一把手"和领导班子,紧盯群众反映强烈的问题,着力查找政治偏差, 推动解决突出问题。 巡视期间设专门值班电话: 0971-3686677 ,每天受理电话的时间为 8:00 至 18:00 ;专 门邮政信箱:青海省西宁市 A219 号邮政信箱。巡视组受理信访时间截止到 20 ...
单笔存取超5万或无需再登记!三部门向社会征求意见
中国基金报· 2025-08-11 09:12
来源: 央视新闻微信公众 号 为更好预防和遏制洗钱和恐怖融资活动,规范金融机构客户尽职调查、客户身份资料及交易记录 保存行为,近日,中国人民银行、国家金融监督管理总局、中国证监会起草了《金融机构客户尽 职调查和客户身份资料及交易记录保存管理办法(征求意见稿)》并向社会征求意见。 记者注意到, 此次《管理办法》征求意见稿未提及此前"个人存取现金超5万元需登记资金来 源"的要求 ,要求金融机构为客户提供现金汇款、现钞兑换、票据兑付、实物贵金属买卖、销 售各类金融产品等一次性金融服务且交易金额人民币5万元以上或者外币等值1万美元以上 的,应当开展客户尽职调查,并登记客户身份基本信息,留存客户有效身份证件或者其他身 份证明文件的复印件或者影印件。 此外,《管理办法》对于金融机构使用电子化手段高质量保存客户资料及交易记录提出明确 要求。《管理办法》明确,客户身份资料及交易记录自业务关系或交易结束后至少保存10 年;金融机构要逐步实现以电子化方式保存客户身份资料及交易信息。 全线暴涨!原因,找到了! ...