Core Viewpoint - The "Investment Advisory Community Stock Pool" is a service product provided by Shenwan Hongyuan Securities, focusing on customer-centric investment advisory through simulated stock selection, offering recommendations for adding or removing investment targets [2]. Group 1: Unique Advantages of the Stock Pool - The stock pool is available for free subscription, allowing users to enjoy professional investment advisory services [3]. - Recommendations for stocks are tracked throughout the investment process, ensuring a complete buy-sell cycle [4]. - A professional team is dedicated to providing high-end services and creating value for clients [4]. - The service operates on a backend fee model, charging a transaction service fee only when specific conditions are met [4]. Group 2: Service Content - The service includes market trend analysis, utilizing macro/micro research to interpret economic data and analyze capital movements, along with timely market opinions and trading strategies [4]. - It involves careful selection of individual stocks by analyzing the fundamentals of listed companies and tracking technical trends, providing timely trading recommendations [4]. - The service also includes real-time tracking of industry developments and capturing market rotation opportunities in conjunction with current events [5]. Group 3: Subscription Conditions and Service Reception - Clients with a net asset of over 10,000 yuan on the previous trading day can subscribe for free, provided they meet the relevant suitability requirements [7]. - Services can be received through various platforms, including the Dawangjia APP, Shen Cai You Dao APP, and the official WeChat account of Shenwan Hongyuan Wealth Management [8]. Group 4: Fee Structure - No service fee is charged when subscribing to the stock pool or receiving information about stock adjustments [9]. - A service fee is applicable when a recommended stock is successfully removed from the pool with a profit margin of 2% or more, and other specific conditions are met [10]. - The fee structure will be updated and effective from April 15, 2025 [11].
【股票池来了】投顾社区股票池,一文读懂全透视
申万宏源证券上海北京西路营业部·2025-05-16 01:58