炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 每经记者｜曾子建 每经编辑｜袁东 今日（9月29日），港股市场迎来强劲反弹。截至收盘，恒生指数报收于26622.88点，上涨494.86点，涨幅1.89%；恒生科技指数大涨129.14点，收盘报 6324.25点，涨幅2.08%。 资金方面，尽管港股表现强劲，但南向资金态度明显谨慎。截至收盘，南向资金累计净卖出超16亿港元。而在上周，南向资金累计净买入港股约440亿港 元。分析人士认为，尽管净卖出金额不算太多，但短期南向资金出现净卖出，可能与国庆中秋长假有关。由于A股将要休市8天，这期间港股通服务也将随 之关闭，直到10月9日A股恢复交易，港股通才会重新开启。因此，部分南向资金可能会在节前选择暂时离场，避免节日期间港股可能出现的波动。 焦点板块方面，中资券商股全线爆发。其中，华泰证券（06886.HK）、广发证券（01776.HK）、申万宏源香港（00218.HK）涨超12%，中信证券 （06030.HK）、东方证券（03958.HK）涨超11%，中州证券（01375.HK）、中国银河（06881.HK）、中金公司（03908.HK）涨 ...

每经AI快讯，9月29日，利弗莫尔证券显示，合肥晶合集成电路股份有限公司向港交所提交上市申请 书，独家保荐人为中金公司（601995）。 ...

合肥晶合集成电路股份有限公司向港交所提交上市申请书，独家保荐人为中金公司。 ...

Core Insights - The 2024 World Artificial Intelligence Conference focused on the theme of "AI Scale New Economy," exploring the development of general artificial intelligence and investment trends, emphasizing the integration of industry and investment to promote new productive forces [1][3] - The Chinese government has initiated the "Artificial Intelligence +" action to promote deep integration of AI technology across various industries, marking a significant policy shift towards an AI-driven economy [3] - CICC's Chairman highlighted the rapid global impact of AI technologies, particularly ChatGPT, and the necessity of financial support for technological advancements, with CICC having sponsored over 50 companies listed on the Sci-Tech Innovation Board, raising over 200 billion yuan [5][6] Investment Opportunities - CICC's research estimates that the market demand for China's AI industry will reach 5.6 trillion yuan by 2030, with total investment in the AI sector exceeding 10 trillion yuan from 2024 to 2030, presenting significant business opportunities for AI-related companies and financial institutions [5][6] - The forum featured insights from Nobel laureate Thomas Sargent, who noted that the development of AI technologies will lead to increasing returns to scale and decreasing costs, which could lower information friction and transaction costs in the economy [10] Economic Impact - CICC's report "AI Economics" suggests that AI advancements could increase China's GDP by 9.8% by 2035 compared to baseline scenarios, translating to an additional annual growth rate of 0.8 percentage points over the next decade [13] - The report emphasizes that AI, as a general-purpose technology, will reshape production relationships and has profound implications for digital governance, market competition, and international relations [13] Industry Development - The forum included discussions on the development of general artificial intelligence and investment trends, with participation from industry leaders and experts who explored opportunities for technological and commercial advancements [18][20] - CICC continues to focus on AI technology, conducting in-depth research and broadening its engagement in emerging technologies to foster development and breakthroughs in the AI sector [20]

Group 1 - The core viewpoint of the news is that Chinese brokerage stocks in the Hong Kong market have surged significantly, driven by the central bank's announcement of a more accommodative monetary policy [1] - Huatai Securities saw a nearly 18% increase, while Citic Securities and GF Securities rose over 14% [1][2] - Other notable gains include Dongfang Securities and Zhongzhou Securities, both up over 12%, and China Galaxy, CICC, Guolian Minsheng, and Xingsheng International, all rising over 10% [1][2] Group 2 - The central bank's meeting emphasized the need to implement a moderately accommodative monetary policy, encouraging financial institutions to increase credit supply [1] - The policy aims to effectively utilize securities, fund, and insurance company swap facilities, as well as stock repurchase and refinancing [1]

来源：新浪基金∞工作室 9月29日，中金公司涨5.04%，截至发稿，报37.53元/股，成交12.78亿元，换手率1.19%，总市值1811.67 亿元。 其中，天弘中证全指证券公司ETF（159841）二季度减持104.49万股，持有股数328.27万股，占基金净 值比例为2.14%，位居第十大重仓股。根据测算，今日浮盈赚取约590.89万元。 天弘中证全指证券公司ETF发起式联接A（008590）二季度减持1.23万股，持有股数5.51万股，占基金净 值比例为0.09%，位居第十大重仓股。根据测算，今日浮盈赚取约9.91万元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 从基金十大重仓股角度 数据显示，天弘基金旗下2只基金重仓中金公司股票，合计持有中金公司333.78万股，按前一日收盘 35.73元，今日截止发稿股价37.53元计算，日浮盈600.8万元。 基金名称基金代码基金经理持股数量(股)占流通股比例(%)占基金净值比(%)持股数量变动(股)天弘中证 全指证 ...

来源：新浪基金∞工作室 申万菱信中证申万证券行业指数A（163113）成立日期2021年1月1日，最新规模16.73亿。今年以来收益 3.84%，同类排名3850/4221；近一年收益27.85%，同类排名2710/3836；成立以来收益56.99%。 申万菱信中证申万证券行业指数A（163113）基金经理为王赟杰。 截至发稿，王赟杰累计任职时间5年71天，现任基金资产总规模35.46亿元，任职期间最佳基金回报 54.86%， 任职期间最差基金回报-31.09%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 9月29日，中金公司涨5.04%，截至发稿，报37.53元/股，成交12.75亿元，换手率1.19%，总市值1811.67 亿元。 资料显示，中国国际金融股份有限公司位于北京市建国门外大街1号国贸大厦2座6层、26层、27层及28 层,香港中环港景街1号国际金融中心第1期29楼，成立日期1995年7月31日，上市日期2020年11月2日， 公司主营业务涉及中国国际 ...

来源：新浪基金∞工作室 数据显示，建信基金旗下1只基金重仓中金公司。建信中证全指证券公司ETF（515560）二季度减持 1.64万股，持有股数13.28万股，占基金净值比例为2.14%，位居第十大重仓股。根据测算，今日浮盈赚 取约23.9万元。 建信中证全指证券公司ETF（515560）成立日期2020年6月29日，最新规模2.2亿。今年以来收益 4.44%，同类排名3803/4221；近一年收益31.07%，同类排名2436/3836；成立以来收益11.38%。 建信中证全指证券公司ETF（515560）基金经理为龚佳佳。 截至发稿，龚佳佳累计任职时间6年222天，现任基金资产总规模6.06亿元，任职期间最佳基金回报 44.21%， 任职期间最差基金回报-53.01%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 9月29日，中金公司涨5.04%，截至发稿，报37.53元/股，成交12.72亿元，换手率1.19%，总市值1811.67 亿元。 资料显示，中国国际金 ...

数据显示，银河基金旗下2只基金重仓中金公司股票，合计持有中金公司37.97万股，按前一日收盘35.73 元，今日截止发稿股价37.53元计算，日浮盈68.35万元。 来源：新浪基金∞工作室 9月29日，中金公司涨5.04%，截至发稿，报37.53元/股，成交12.75亿元，换手率1.19%，总市值1811.67 亿元。 资料显示，中国国际金融股份有限公司位于北京市建国门外大街1号国贸大厦2座6层、26层、27层及28 层,香港中环港景街1号国际金融中心第1期29楼，成立日期1995年7月31日，上市日期2020年11月2日， 公司主营业务涉及中国国际金融股份有限公司主要从事投资银行、股本销售及交易、固定收益、大宗商 品及货币、财富管理及投资管理业务。该公司通过六大分部运营业务。投资银行分部从事提供投资银行 服务。股本销售及交易分部从事提供股本销售及交易服务。固定收益分部从事金融产品交易以及提供产 品结构化设计、固定收益销售及期货经纪服务。财富管理分部从事提供财富管理产品及服务。投资管理 分部从事设计及提供资产管理产品及服务。其他分部从事其他业务及后台支持业务。主营业务收入构成 为：财富管理32.73%，股票业 ...

Group 1 - The core viewpoint of the news is that China International Capital Corporation (CICC) has seen a significant increase in its stock price, rising by 5.04% to 37.53 CNY per share, with a total market capitalization of 181.17 billion CNY [1] - CICC was established on July 31, 1995, and listed on November 2, 2020, with its main business activities including investment banking, equity sales and trading, fixed income, commodities, wealth management, and investment management [1] - The revenue composition of CICC's main business segments includes wealth management (32.73%), equity business (20.81%), fixed income (17.37%), investment banking (12.11%), other (8.25%), asset management (5.14%), and private equity (3.60%) [1] Group 2 - Dongcai Fund has one fund heavily invested in CICC, with the Securities ETF Dongcai (159692) reducing its holdings by 47,100 shares in the second quarter, now holding 270,800 shares, which represents 2.6% of the fund's net value [2] - The Securities ETF Dongcai was established on May 5, 2023, with a current scale of 368 million CNY, yielding 5.03% this year, ranking 3768 out of 4221 in its category [2] - The fund has achieved a one-year return of 30.41%, ranking 2492 out of 3836, and a cumulative return of 32.88% since its inception [2]