每经AI快讯，10月22日，港股内银股继续上涨行情，其中，农业银行涨超1%再创历史新高，并且录得 10连阳行情，重庆银行、浙商银行、郑州银行、招商银行、工商银行、中信银行、中国银行均有涨幅。 ...

格隆汇10月22日｜港股内银股继续上涨行情，其中，农业银行涨超1%再创历史新高，并且录得10连阳 行情，重庆银行、浙商银行、郑州银行、招商银行、工商银行、中信银行、中国银行均有涨幅。 消息上，大摩认为国内银行股在经历三季度季节性调整后，四季度和明年一季度将迎来良好投资机会。 摩根士丹利认为第四季度即将到来的股息派发、利率企稳、5000亿元人民币结构性金融政策工具支撑， 以及更可持续的政策路径，都将支撑中国银行业股票的重估。投资者新的关注点应转向那些在"自然出 清"环境中盈利更早、更强劲反弹的优质银行。 港股频道更多独家策划、专家专栏，免费查阅>>责任编辑：栎树 ...

10月22日，A股低开震荡，银行板块逆市走强，双百亿顶流银行ETF（512800）场内价格现涨0.49%， 日线强势10连阳！ 上交所数据显示，银行ETF（512800）近来吸引资金密集涌入，近10日有9日获资金增仓，合计达59.87 亿元。银行ETF（512800）最新规模超207亿元，年内日均成交额超7亿元，为A股10只银行业ETF中规 模最大、流动性最佳！ | 分明 念日 ! | 1953 LA MOSC MARK MARKET MEC THE OLD IN | 银行ETFO | 0 826 +0.004 +0.49% | 512800.SH]图行ETF] 2025/10/22 收 0.826 幅0.49%(0.004) 开0.819 商品 | 512800 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | MA5 0.8221 MA10 0.8071 MA20 0.7981 MA60 0.8311 MA120 0.8321 MA2W af | SSE CNY 9:42:37 交易中 | 净值走势宜中证银行 | 今年 | 11.18% 1 ...

Group 1 - The core viewpoint is that Hong Kong bank stocks are experiencing a bullish trend, with Agricultural Bank of China reaching a new historical high and achieving a 10-day consecutive rise [1] - Morgan Stanley anticipates that after a seasonal adjustment in Q3, there will be good investment opportunities in Q4 and Q1 of the following year for domestic bank stocks [1] - Factors supporting the revaluation of Chinese banking stocks include upcoming dividend distributions, stabilized interest rates, a 500 billion RMB structural financial policy tool, and a more sustainable policy path [1] Group 2 - Agricultural Bank of China saw an increase of 1.04%, reaching a latest price of 5.820 [2] - Other banks also recorded gains, including Chongqing Bank (+0.91%), Zhengzhou Bank (+0.78%), and Zhejiang Bank (+0.77%) [2] - The overall trend indicates a positive performance across various banks, with notable increases in share prices for several institutions [2]

Core Insights - The banking sector has experienced a significant rally, with Agricultural Bank achieving a 14-day consecutive rise, reaching a new high [1] - The banking index has also seen a 10-day consecutive increase, indicating strong overall performance in the sector [1] - Several banks, including Jiangyin Bank, CITIC Bank, Zheshang Bank, Wuxi Bank, and Chongqing Bank, have shown upward movement in their stock prices [1]

10月以来，银行板块整体企稳反弹。根据东方财富choice数据，当月板块累计上涨7.47%，资金关注度明显回升。市场认为，近期市场风格 正在发生变化，银行板块表现强势，看好四季度银行板块的配置机会。 农行领涨逻辑何在？ 从银行板块个股表现看，10月以来，国有大行中，农业银行股价以18.14%的涨幅领跑，创下其年内单月最大涨幅；其次是建设银行上涨 7.9%。相比之下，工行、交行和中行分别上涨4.66%、4.61%和4.05%；邮储银行则成为国有行中唯一下跌的个股。 股份行中，浦发银行涨幅最高，累计涨幅达9.16%。值得注意的是，月涨幅排名前五的个股中，有三家为城农商行，依次是重庆银行、江阴 银行和上海银行，分别上涨15.34%、13.48%和 10.45%。 | 序号 | 代码 | 名称 | ● | 月涨幅% ↓ | | --- | --- | --- | --- | --- | | 1 | 601288 | 农业银行 | 1 | 18.14 | | 2 | 601963 | 重庆银行 | | 15.34 | | 3 | 002807 | 江阴银行 | 1 | 13.48 | | 4 | 601229 | 上海 ...

香港联交所最新数据显示，10月16日，Ping An Asset Management Co．， Ltd．增持农业银行（01288） 653.1万股，每股作价5.5267港元，总金额约为3609.49万港元。增持后最新持股数目约为61.52亿股，持 股比例为20.01%。 来源：新浪港股 ...

【跟踪牛人动态】超3000名"专业选手"如何调仓？最牛选手单只标的浮盈超300% 【头条要闻】 涉及出口管制、安世半导体等！商务部部长王文涛，最新表态 10月21日，商务部部长王文涛应约与欧盟委员会贸易和经济安全委员谢夫乔维奇举行视频会谈，就出口 管制、欧盟对华电动汽车反补贴案等中欧经贸重点议题深入交换意见。 王文涛表示，今年7月，第二十五次中欧领导人会晤成功举行，9月，李强总理再次会见欧委会主席冯德 莱恩。中方愿与欧方共同努力，积极落实中欧领导人经贸共识，推动中欧经贸关系健康稳定发展。关于 稀土出口管制问题，中方近期措施是依法依规完善中国出口管制体系的正常做法，体现了中国维护世界 和平稳定的大国担当。中方致力于维护全球产供链安全稳定，一直为欧盟企业提供审批便利。 空头盛宴！国际金价暴跌，创2013年以来最大单日跌幅，网友懵圈：我今天刚买啊 受避险资金、降息预期及央行增持支撑，分析人士认为当前或为强势行情中的阶段性修正。国际黄金市 场在此前连创纪录高位后急剧下挫。现货黄金一度暴跌超6%，创下自2013年4月以来最大单日跌幅，纽 约商品交易所12月交割的黄金期货收跌5.7%，报每盎司4109.10美元。此前一个 ...

Group 1: Fund Industry Adjustments - The fund industry is experiencing concentrated adjustments in product risk levels, with many funds seeing their risk ratings increased since October 15 [1] - Notably, 15 out of 17 asset management products sold by CITIC Bank had their risk levels raised, alongside similar adjustments by other public fund institutions [1] - Key factors for the risk level increases include rising volatility, increased maximum drawdown multiples, and declining fund sizes, particularly affecting bond funds [1] Group 2: Insurance Asset Management Performance - As of October, 92.7% of insurance asset management products reported positive returns this year, with equity products averaging a return of 28% [1] - Insurance institutions are increasingly focusing on long-term investments and diversifying their revenue sources through alternative investments [1] Group 3: Agricultural Bank Stock Performance - Agricultural Bank's stock has seen a 13-day consecutive rise, reaching a new high, with a closing price of 7.88 yuan per share [3] - The bank's market-to-book ratio has surpassed 1, indicating a positive valuation recovery for state-owned banks [3] - High dividend yields and stable performance are attracting significant capital inflows into bank stocks [3] Group 4: Lithium Market Dynamics - The price of lithium hexafluorophosphate has surged by 44% since September 15, driven by strong demand recovery and supply constraints [3] - The utilization rate of lithium iron phosphate production has reached 73.46%, indicating a thriving market environment [3] Group 5: Storage Chip Market Trends - The storage chip market is entering a "super cycle" driven by AI, with significant demand for data center storage and smart devices [4] - Analysts predict that the price increase for AI server storage products may continue until 2026, benefiting domestic storage companies [4] Group 6: Third Quarter Earnings Reports - Over 70% of the 360 listed companies that have disclosed their third-quarter earnings reported profit growth compared to the previous year [5][6] - The electronics sector has the highest number of companies reporting growth, driven by advancements in AI technology and expanding application scenarios [6] Group 7: Commercial Aerospace Industry Growth - The commercial aerospace industry in China is experiencing unprecedented growth, transitioning towards scale, marketization, and capitalization [7] - Several leading companies are initiating listing guidance, indicating strong interest from the capital market [7] Group 8: E-commerce and Logistics Developments - The "Double 11" shopping festival has begun, with e-commerce platforms launching promotional strategies to boost consumer engagement [8] - Major logistics companies are enhancing their operations through smart upgrades to meet the anticipated surge in demand [8] Group 9: Smart Glasses Market Forecast - The global smart glasses market is projected to reach 4.065 million units shipped by mid-2025, with a 64.2% year-on-year growth [9] - China's market share is expected to grow significantly, with a compound annual growth rate of 55.6% from 2024 to 2029 [9]

| | 大發東國車輛車借錢人餐名情作出版書房 臺灣 / 臺田或地及時 國家的平均價 | | | 持有哪些的股份款目 信已發行的 南國聯生的日期 相關活躍發份 優權助機能 | | --- | --- | --- | --- | --- | | | 10 | 取时数目 | | ( [ [ ] ] = = 可投購服服 (日 / 月 / 平) 推信 | | | | | | 员目加 | | CS20251021E00198 | (1)11 ) 度 ( ) 股份有 101(L) | | 40,574,000(L) | HKD 5.6306 6,168,637,000(L) 20.06(L)20/10/2025 SEDAL | | | 禁公司 | | | | 格隆汇10月22日丨根据联交所最新权益披露资料显示，2025年10月20日，农业银行(01288.HK)获中国平 安保险（集团）股份有限公司在场内以每股均价5.6306港元增持4057.4万股，涉资约2.28亿港元。 增持后，中国平安保险（集团）股份有限公司最新持股数目为6,168,637,000股，持股比例由19.93%上升 至20.06%。 | 股份代赋: | 0 ...