大家早上好！昨夜今晨，又有很多大事发生。 美国三大股指全线收跌，大型科技股全线下跌，中概股涨跌不一。美联储《褐皮书》称，美 国经济及物价均温和增长，就业无大变化。美联储官员表示，今年晚些时候可能降息。国际 油价大幅波动，能源股集体大涨。美国白宫宣布对特定半导体等加征 25% 关税。 美国三大股指全线收跌 【导读】美联储《褐皮书》称，美国经济及物价均温和增长，就业无大变化 中国基金报记者 郭玟君 美国三大股指全线收跌，道指跌 0.09% ，标普 500 指数跌 0.53% ，纳指跌 1% 。 道琼斯工业平均(DJI) 01-14 16:20:01 | 49149.63 | | 昨收 | 49191.99 | 成交额 | 0.00 | | --- | --- | --- | --- | --- | --- | | -42.36 | -0.09% | 今开 | 49088.25 | 成交量 | 0 | | 上涨 | 16 | 平盘 | 0 | 下跌 | 14 | | 最高价 | 49195.10 | 市留学 | 30.78 | 近20日 | 1.51% | | 最低价 | 48851.98 | 市净率 | 8.86 ...

其最近微信朋友圈显示，1月6日，她仍在转发"贺娇龙品味新疆"的视频号，并配文"不是所有 坚持都能抵御岁月，但若为热爱，便所向披靡"。 来源：中国新闻网综合石榴云、澎湃新闻等 据新疆日报消息，2026年1月14日23时12分，新疆维吾尔自治区农产品品牌建设与产销服务中 心主任贺娇龙同志因伤抢救无效，不幸离世，年仅47岁。 1月11日15时许，因工作需要，贺娇龙在博乐市进行农产品电商销售活动前期拍摄时，意外坠 马致头部严重受伤，随即被送往博州人民医院救治。博州党委、政府迅速安排，组织当地医疗 资源全力抢救，并积极联系国内相关学科专家进行会诊，自治区卫健委选派专家赶赴当地参加 抢救。1月13日，贺娇龙转入新疆医科大学第一附属医院接受重症医学救治，1月14日，因伤势 过重，抢救无效，不幸离世。 公开报道显示，贺娇龙 ，女，汉族，1979年12月出生，四川射洪人，1999年12月参加工作， 2004年2月入党，硕士研究生学历（2009年9月毕业于自治区党校经济管理专业）。 贺娇龙曾任新疆昭苏县副县长，2020年其身披红斗篷，在雪原飒爽策马，为当地旅游项目代言 的短视频火遍全网。翌年4月，贺娇龙从昭苏县调往伊犁州担任文旅 ...

Group 1 - The U.S. White House announced a 25% import tariff on certain semiconductors, semiconductor manufacturing equipment, and derivatives starting from January 15 [1] - The U.S. Supreme Court did not make a ruling on the legality of the tariffs imposed by the Trump administration, leaving the case unresolved [2] - The Trump administration's tariffs were implemented under the International Emergency Economic Powers Act without Congressional approval, leading to legal challenges [2]

【导读】今晚不平静，美股跳水下跌 中国基金报记者 泰勒 兄弟姐妹们啊，今晚全球市场不平静。 首先看中国资产方面。1月14晚间，多家A股公司发布"降温"公告，多只热门牛股包括 嘉美包装、 引力传媒、 友邦吊顶、 卓易信息、 光云科 技、上纬新材等称， 如未来股票价格进一步异常上涨，可能申请停牌核查。 此外， 易点天下因为连续9个交易日收盘价涨幅偏离值累计超过100%，股票停牌核查。上交所宣布 对国晟科技相关投资者采取暂停账户交易 等措施。 多个组合拳之下，富时中国A50指数期货下跌，港股夜盘，恒生指数期货以及恒生科技指数期货下跌。 | 道琼斯指数(INDEXDJX:.DJJI) | | | | 加自选 | | --- | --- | --- | --- | --- | | 48919.24 -272.75 -0.55% | | | 交易中 01-14 10:54:53 美东时间 | 62.88 万球友关注 | | 最高: 49195.10 | 今开: 49088.25 | 52周最高: 49633.35 | 量比: 1.34 | | | 最低:48884.33 | 昨收:49191.99 | 52周最低: 36 ...

业内人士表示，行业首席往往会带着整个团队一起跳槽，所以业内通常是悄悄"挖角"，鲜有公开招聘。 据记者了解，此前国盛证券研究所已悄悄锁定两位医药行业 联席 首席分析师。不过从2026年的第一批招聘公示来看，之前锁定的人选 或 存在 变数。 【导读】国盛证券研究所公开招聘 中国基金报记者 莫琳 经历了2025年分析师大量"出走"之后，国盛证券研究所开始密集"补血"。 1月14日，国盛证券公开招聘若干职位。其中，研究所招聘两名医药行业联席首席分析师、一名传媒行业首席分析师，以及银行行业分析 师、中小盘分析师各一名。 | 一、公开招聘岗位情况 | | | | | --- | --- | --- | --- | | 公开招聘岗位信息详见下表: | | | | | 需求部门 | 需求岗位 | 需求人数 | 工作地点 | | 投资银行部 | 二级部门负责人 | 1 | 北京 上海 | | | | | 深圳 | | | | | 南昌 | | 投资银行部 | 项目经理(中级) | 2 | 北京 上海 | | | | | 深圳 | | | | | 南昌 | | 研究所研究部 | 医药行业联席首席分析 り市 | 2 | 北京 上海 ...

Core Viewpoint - The article discusses the implementation of a smart regulatory system in Zhejiang Province, which enhances the supervision of bidding processes and helps uncover corruption cases, exemplified by the case of Feng Jiang, a former official involved in corrupt practices [2][4][27]. Group 1: Case Analysis - The case of Feng Jiang illustrates how the smart regulatory system identified potential corruption through data analysis, revealing irregularities in the bidding process for a city lighting project [6][10]. - The system generated risk alerts based on data collisions, indicating possible collusion and unfair practices among bidders, which led to further investigations by the local disciplinary inspection and supervision authorities [12][14]. - The analysis of the bidding process showed that the winning company had no significant advantages but received disproportionately high scores, suggesting manipulation in the evaluation process [10][25]. Group 2: System Functionality - The smart regulatory system utilizes big data and AI to analyze past cases, identifying patterns of corruption and irregularities in bidding processes, thus improving the accuracy and efficiency of investigations [29][33]. - The system acts as a filter, processing data through various models to detect anomalies, which significantly enhances the ability to uncover corruption compared to traditional methods [31][35]. - Feedback from case investigations continuously improves the system, allowing it to adapt and refine its data models based on new findings and emerging corruption tactics [36][38]. Group 3: Impact on Governance - The integration of technology and regulatory frameworks has led to a more proactive approach in identifying and addressing corruption, thereby reducing the opportunities for misconduct [45][52]. - The system's ability to send automated integrity reminders to public officials at critical stages of the bidding process aims to foster a culture of compliance and ethical behavior [47][49]. - Overall, the initiative seeks to eliminate the conditions that allow corruption to thrive, thereby enhancing governance capabilities and promoting a more transparent public sector [51][52].

Core Viewpoint - Tianpu Co., Ltd. has completed its board of directors' re-election and the appointment of related executives, which has raised concerns from the Shanghai Stock Exchange regarding the qualifications of the appointed personnel and their impact on the company's operations [2][6]. Group 1: Board Changes and Appointments - The company announced the election of Yang Gongyifan as chairman, and Li Chenling and Kang Xiao as directors, with Chen Jiewen appointed as deputy general manager and CFO, and Kang Xiao as board secretary [10]. - The newly appointed executives previously held significant positions at Zhonghao Xinying Technology Co., Ltd., which holds 10.75% of Tianpu's shares and is the largest shareholder of Tianpu's controlling shareholder, Zhejiang Tianpu Holdings [3][4]. Group 2: Regulatory Concerns - The Shanghai Stock Exchange has issued an inquiry letter requesting Tianpu to clarify the main considerations for the election of Zhonghao Xinying personnel and their qualifications, as well as the implications for Zhonghao Xinying's independent IPO [6][12]. - The exchange has emphasized the need for Tianpu to explain how the board changes align with the company's main business development and whether there have been any significant changes to the development plans previously disclosed [12][16]. Group 3: Impact on Independence and IPO Plans - Concerns have been raised regarding the independence of Tianpu's management, as Kang Xiao and Chen Jiewen previously served as secretary and CFO of Zhonghao Xinying, respectively, and their current roles may affect the independence of Tianpu [14][15]. - The Shanghai Stock Exchange has requested clarification on whether the appointments of these executives could pose substantial obstacles to Zhonghao Xinying's independent IPO plans, which have already been initiated [15][16]. Group 4: Stock Performance and Market Reactions - As of January 14, Tianpu's stock price closed at 194.26 yuan per share, with a 10% increase, resulting in a total market capitalization of 26.05 billion yuan [7]. - The company has faced stock trading volatility, including consecutive trading halts, and has received a notice from the China Securities Regulatory Commission regarding abnormal trading activities, which may indicate irrational speculation risks [18].

Core Viewpoint - The U.S. Department of State is suspending visa processing for applicants from 75 countries to combat potential public charge concerns [2] Group 1 - The affected countries include Somalia, Russia, Afghanistan, Brazil, Iran, Iraq, Egypt, Nigeria, Thailand, and Yemen [2]

Core Viewpoint - The article discusses the acquisition of 100% equity in Ruineng Semiconductor Technology Co., Ltd. by Unigroup Guowei through a combination of share issuance and cash payment, aiming to enhance its position in the power semiconductor sector [1][5]. Group 1: Acquisition Details - Unigroup Guowei plans to acquire Ruineng Semiconductor from 14 transaction parties, including Nanchang Jianen and Beijing Guangmeng, with the transaction price yet to be determined [1]. - The company will issue shares to no more than 35 specific investors to raise supporting funds for the acquisition [1]. Group 2: Company Background - Unigroup Guowei is a major integrated circuit listed company in China, focusing on special integrated circuits and smart security chips, while also engaging in quartz crystal frequency devices [5]. - The company provides chips, system solutions, and terminal products across various industries, including mobile communication, finance, government, automotive, and IoT [5]. Group 3: Target Company Overview - Ruineng Semiconductor is an integrated power semiconductor enterprise involved in chip design, wafer manufacturing, packaging design, and module packaging testing [5]. - The company specializes in the research, production, and sales of power semiconductors, with products such as thyristors, power diodes, silicon carbide diodes, silicon carbide MOSFETs, IGBTs, and power modules, which are widely used in consumer electronics, industrial manufacturing, new energy, and automotive sectors [5]. - The target company's products have leading electrical performance and a certain market position advantage in the industry [5]. Group 4: Strategic Implications - Prior to the acquisition, Unigroup Guowei had some technical reserves and market applications in the power semiconductor sector but lacked a scaled and systematic business layout [5]. - The acquisition is expected to allow the company to integrate its power semiconductor product matrix, quickly fill manufacturing gaps, and enhance its semiconductor industry competitiveness [5].

【 导读 】 监管通报 规范基金分红行为 中国基金报记者 方丽 陆慧婧 基金分红，迎来新的监管要求。 在近期发布的《机构监管情况通报》（以下简称《通报》）中，监管部门通报了一些不合规 的分红 情况，释放出对基金行业 违规分红 行为"零容忍"的信号。 《通报》对基金分红提出三方面监管要求：一是加强全流程管理，确保基金分红行为合法合 规；二是严格控制分红金额，遏制人为做高净值后分红；三是严格控制分红信息，禁止任何 形式泄露信息行为。 直指三大违规 行为 《通报》显示， 经核查，相关基金公司协助机构投资者逃避税行为主要 有三种方式： 一是刻意打造"高净值基金壳"。 例如，A基金公司利用惩罚性赎回费归基金资产的制度，寻 找帮忙资金，短期频繁申赎其管理的迷你基金，在快速拉高产品净值后，以"高比例分 红"为"卖点"，主动向机构投资者营销该基金；机构投资者在该基金分红前后快速大额申赎， 达到避税目的。 二是故意泄露分红信息，诱导机构投资者快速申赎。 例如，B基金公司管理的债券型基金即 将实施分红，公司销售人员为实现营销目的，主动向机构投资者透露该基金分红比例及时点 等敏感信息。机构投资者在分红前大额申购该基金，在短期内获得 ...