暴 涨 原 因，找 到 了！疯 狂 星 期 四，科 技 股 的 暴 力 美 学 有记者提问，据报道，墨西哥计划对中国和一些亚洲出口国生产的汽车和其他产品征收高达 50%的关税，请问外交部有何回应？ 林剑表示，中方始终倡导普惠包容的经济全球化，反对各种形式的单边主义、保护主义以及 歧视性、排他性措施，坚决反对在他人胁迫下以各种名目对华设限，损害中方的正当权益， 我们会根据实际情况坚决维护自身权益。 林剑指出，中国和墨西哥同为全球南方重要成员，互利共赢是中墨经贸合作的本质特征，中 方高度重视中墨关系发展，希望墨方同中方相向而行，共同推动世界经济复苏和全球贸易发 展。 来源：北京日报 墨西哥计划对华汽车关税上调至50%，外交部：中方会根据实际情况坚决维护自身权益 9月11日，外交部发言人林剑主持例行记者会。 ...

来源：人社部网站、中国工程院网站 国务院任免国家工作人员。 任命王文君（女）为国家医疗保障局副局长；任命王志刚为国家宗教事务局副局长。 免去王辰的中国工程院副院长职务。 长期在北京朝阳医院、北京呼吸疾病研究所、北京医院、中日医院、中国医学科学院北京协 和医学院从事临床、研究、教学与管理工作。任中国医师协会呼吸医师分会会长，中华医学 会呼吸病学分会荣誉主任委员，国家呼吸临床研究中心主任。是我国呼吸衰竭与呼吸支持技 术、肺栓塞与肺动脉高压、新发呼吸道传染病、慢性阻塞性肺疾病、烟草病学等领域的主要 领军者与推动者之一。做出序贯机械通气、肺栓塞减量溶栓疗法、确证中药对流感疗效等多 项创新并进入国际指南，指导改善临床实践。曾获国家科技进步特等奖1项，一等奖1项，二 等奖3项，并获何梁何利科技进步奖、世界卫生组织控烟杰出贡献奖等多项奖励。 暴涨原因，找到 了！疯狂星期四，科技股的暴力美学 据公开资料，王辰（1962.08-），医学博士学位，呼吸病学与危重症医学、群医学及公共卫 生专家。第十三届、十四届全国政协常委。现任中国工程院党组成员、副院长。 2013年当选为中国工程院院士。 ...

Core Viewpoint - The article highlights a significant surge in technology stocks, driven primarily by Oracle's impressive financial performance and contracts, which has sparked optimism in the AI sector and related hardware stocks [2][14][17]. Market Performance - On September 11, the A-share market experienced a broad rally, with the ChiNext Index and the Sci-Tech 50 Index both rising over 5%. The Shanghai Composite Index increased by 1.65%, and the Shenzhen Component Index rose by 3.36% [2]. - A total of 4,221 stocks rose, with 94 hitting the daily limit up, while 1,047 stocks declined [3]. Sector Performance - The computing hardware sector showed strong performance, with companies like Industrial Fulian achieving a two-day limit up and reaching a historical high [4]. - Stocks related to optical modules and PCB, such as Shenghong Technology and Zhongji Xuchuang, saw increases of over 10% [8]. - Semiconductor stocks also experienced a significant rise, with companies like Haiguang Information and Juguang Technology hitting the daily limit up [11]. Key Drivers - The primary catalyst for the surge in technology stocks was Oracle's announcement of a projected $455 billion in unconfirmed contract revenue for the recent fiscal quarter, which is more than four times the amount from the previous year [14]. - Additionally, a contract between OpenAI and Oracle for $300 billion in computing power over five years was revealed, marking one of the largest cloud contracts in history [15][16]. - This deal is expected to require 4.5 gigawatts of power, equivalent to the output of over two Hoover Dams, indicating a substantial increase in AI-related spending [17].

Core Viewpoint - Morgan Stanley reports that American investors' interest in the Chinese stock market has reached its highest level since 2021, with over 90% of investors willing to increase their allocation to the Chinese market [2][4]. Group 1: Reasons for Increased Interest - Four main reasons drive the return of American funds to China: 1. China's leading position in global technology, particularly in humanoid robots, automation, biotechnology, and drug development [4]. 2. Positive policy signals from the Chinese government aimed at stabilizing the economy and supporting the capital market [4]. 3. Improved liquidity conditions in the Chinese market, which supports a longer-lasting market rally [5]. 4. Increased demand for diversified asset allocation among global investors, prompting a shift from a concentrated U.S. portfolio to include Chinese assets [5]. Group 2: Areas of Focus for American Investors - American investors are particularly interested in sectors such as artificial intelligence, semiconductors, humanoid robots, automation, and new consumption [6]. - The preferred methods for participating in the Chinese market include A-share ETFs and index futures, especially for those lacking resources for individual stock research [6]. Group 3: Current Status of Fund Flows - Despite the heightened interest, the process of American funds returning to the Chinese market is just beginning, with only slight increases in allocations observed in certain funds [8]. - The report indicates that global and emerging market investors are primarily engaging with the Chinese market, suggesting potential for further increases in allocations [8]. Group 4: Recommendations for Investors - Morgan Stanley suggests investors pay attention to: 1. Inflation data and the real estate market, noting that it may take 10 to 12 months to digest excess inventory in the primary housing market [9]. 2. Policy direction, emphasizing the need for continued focus on stabilizing prices and promoting economic rebalancing [10]. 3. The availability of hedging tools, which are crucial for macro and quantitative funds to increase their participation in the A-share market [9]. 4. The openness of the capital market, with investors seeking more opportunities to participate in A-share IPOs [10]. 5. Geopolitical factors, particularly U.S.-China relations, which remain a significant influence on market volatility [10].

16 391.18 | 中际旭创 | 437.09 | 13.53% | | --- | --- | --- | | 300308.SZ | | | | 盛科通信-U | 119.98 | 13.45% | | 688702.SH | | | | 新易盛 | 378.30 | 12.94% | | 300502.SZ | | | | 太辰光 | 123.31 | 12.85% | | 300570.SZ | | | | 天孚通信 | 196.62 | 12.41% | | 300394.SZ | | | | 东山精密 | 79.44 | 10.00% | | 002384.SZ | | | | 华工科技 | 72.27 | 10.00% | | 000988.SZ | | | | 剑桥科技 | 92.26 | 10.00% | | 603083.SH | | | | 联特科技 | 100.23 | 9.95% | | 301205.SZ | | | | 长米华芯 | 74.38 | 8.62% | | 688048.SH | | | A股午后延续上涨势头，主要指数继续上攻，科技股"王者归来"。算力、芯片概念股 ...

Core Viewpoint - China's new drug research and development capabilities have risen to the second position globally, with multiple domestic innovative drugs receiving approval for market entry, filling gaps in relevant fields [4][5]. Industry Developments - The National Health Commission announced that the number of new drugs under research in China accounts for over 20% of the global total, marking a significant achievement in the country's pharmaceutical sector [4]. - Several innovative drugs, including Sugliatin, Ensartinib, and Gilteritinib, have been approved and are now available in the market, addressing unmet medical needs [4]. - The self-developed anti-tumor drug, Zebutinib, has also received approval in multiple countries, indicating a successful international expansion [5]. Market Performance - The A-share and Hong Kong stock markets saw a collective downturn in the innovative drug sector, with significant declines in leading stocks [6][7]. - The Hong Kong CRO index dropped by 4.11%, with notable stocks like Gilead Sciences experiencing a decline of over 16% [8]. - By midday, several stocks, including Tigermed and BeiGene, reported declines of over 10% and 6%, respectively, reflecting a broader market weakness [9][11]. Investment Outlook - Despite the current market adjustments, institutions maintain a medium to long-term optimistic outlook for the innovative drug sector [12]. - Reports from Guotai Junan Securities suggest that the quality of financial reports in the innovative drug sector will improve by 2025, with more products entering the national medical insurance system [12]. - Analysts recommend focusing on sectors with strong domestic demand and performance certainty, particularly in innovative-driven and internationalization strategies [12].

【导读】昨日A 股 ETF 资金净流出超 42 亿元 中国基金报记者 若晖 9 月 10 日， A 股市场主流指数全线反弹，股票 ETF 市场再现止盈操作。 9 月以来大举 " 吸金 " 据银河基金证券研究中心统计， 9 月 10 日，全市场股票 ETF （含跨境 ETF ）资金净流出 8.25 亿元，其中， A 股股票 ETF 资金净流 出超 42 亿元。不过，拉长时间看， 9 月以来的 8 个交易日，股票 ETF 市场仍然 " 吸金 " 超百亿元。 伴随着前段时间 A 股市场持续反弹，部分板块估值随之上移，场内资金也在寻找切换的方向。 Wind 数据显示，跟踪证券、化工、港股通 互联网等相关指数的 ETF 成为 9 月市场 " 吸金 " 主力。 港股市场 ETF 、商品 ETF 昨日资金净流入居前 9 月 10 日， A 股市场多个主流指数集体上涨，沪深两市成交金额为 19781 亿元，较前一交易日缩量 1404 亿元。 伴随市场反弹，投资股票 ETF 的场内资金选择 " 落袋为安 " ，全天资金净流出 8.25 亿元，其中， A 股股票 ETF 资金净流出超 42 亿 元。 从大类型来看，港股市场 ET ...

【导读】特宝生物 " 十四五 " 时期取得多项突破，孙黎称在生物医药领域永不止步，唯有不断创新才能生存和发展 编者按： 2025 年是 " 十四五 " 规划收官之年，近期，中国上市公司协会联合中国基金报等媒体，开展 " 我在 ' 十四五 ' 这五年 上市公司在行动 " 主题宣传活动。本次主题宣传活动，旨在通过以小见大、 " 接地气 " 的生动作品，宣传上市公 司在 " 十四五 " 期间取得的开创性成就和历史性突破，拉近上市公司与投资者、社会大众之间的距离。 中国基金报记者 邱德坤 " 过去 5 年，无论是在科学研究，还是新药研发、临床治愈等方面，公司都取得了很大的突破。 " 近日，特宝生物董事长 兼总经理孙黎接受中国基金报专访，回顾了特宝生物在 " 十四五 " 时期取得的突破性成果。 特宝生物是 20 世纪 90 年代国内首批生物医药企业之一， 2020 年 1 月 17 日在科创板上市，完整地经历了 " 十四五 " 的发展历程，成为科创板生物医药上市公司穿越行业周期的正面案例。 孙黎在接受专访时着重提到，在 " 十四五 " 时期，特宝生物支持中国肝炎防治基金会开展的珠峰项目，助力上万名乙肝患 者实现临床治愈 ...

【导读】多家公募启动 2026 届秋季校园招聘，呈现三大特征 中国基金报记者 张燕北 又到一年秋招季。 秋季伊始，基金公司开始为储备新的人才而忙碌。近日，易方达、广发、嘉实、南方、博 时、鹏华、工银瑞信、华安、中欧、永赢等公募启动 2026 届秋季校园招聘。 本轮校招的招聘对象为 2025 年 9 月至 2026 年 8 月毕业的应届生， 学历多 要求硕士研究 生及以上，流程基本为 " 网申 — 测评 — 面试（笔试） — 实习考察 — 发放 offer" 。 整体来看，今年的秋招呈现三大特征：招聘计划同比有一定扩张、金融科技尤其 AI 人才缺口 显著、指数及量化投研岗位需求增加。 " 扩招 " 与去年相比，今年不少公司的招聘计划明显扩张，覆盖投研、市场、运营、科技等全业务领 域，且多个细分岗位均有招聘需求。 " 金融行业风云激荡，公募赛道开创新局。鹏华基金顺势而为，以前瞻气魄启幕 2026 届应 届生扩招计划。 " 鹏华基金在校招信息中写道。 本次鹏华基金的校招岗位分为研究类、营销类、运营类三大类，涉及多个细分岗位，仅研究 类就有助理量化研究员、助理债券研究员（信用、宏观、转债）、助理研究员（医药、化 工、 ...

来源：南方都市报 知名企业通报：深圳一高管等12人涉嫌刑事犯罪 近日 知名品牌 Ulike 首次向社会公开其内部反腐成果 2024年至2025年度 Ulike查处违反企业"高压线"案件9起 涉嫌刑事犯罪的12人 已被移送公安机关处理 Ulike公布6起典型案例 据了解，Ulike此次反腐行动覆盖了研发、供应链、达人直播、海外营销、品牌设计等多个关 键业务领域。 通报称，Ulike建立了严格的风险管理体系，对任何触犯"企业高压线"的行为，一经发现并证 实，公司均立即予以解聘，永不录用；涉嫌违法犯罪的，坚决移送司法机关追究法律责任。 典型案例如下： 1.原深圳公司研发总监李某： 其在职期间利用职务之便为合作商谋取不正当利益，并非法收受 好处费。其行为已严重触犯集团高压线， 列入黑名单永不录用 ，并因涉嫌犯罪被移送公安机 关。 2.品牌设计总监李某某： 在职期间利用职务之便伙同合作商抬高合同报价并占为己有。其行为 已严重触犯集团高压线。目前已被解聘处理， 列入黑名单永不录用 ，并因涉嫌犯罪被移送司 法机关。经法院审理，其行为构成职务侵占罪，被依法判处有期徒刑一年四个月，并处罚金 5000元。 3.Ulike达人直播 ...