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第七届新浪财经金麒麟固定收益研究最佳分析师:第一名浙商证券
Xin Lang Zheng Quan· 2025-11-28 07:32
Core Insights - The 7th Sina Finance "Golden Unicorn" Best Analyst Awards ceremony was held on November 28, 2025, in Shanghai, gathering over 300 influential figures from academia, public and private equity, listed companies, top fund managers, and chief analysts to discuss future opportunities in China's capital market [1][2]. Group 1: Best Analysts in Fixed Income Research - The top fixed income research team was awarded to the Zheshang Securities Research Team, led by Chief Analyst Qin Han and Co-Chief Analyst Du Jian, with a team comprising eight members [3]. - The second place was awarded to the Huachuang Securities Research Team, led by Chief Analyst Zhou Guannan, with a team of seven members [3]. - The third place went to the Industrial Securities Research Team, led by Chief Analyst Zuo Dayong and Co-Chief Analyst Xiao Yu, with a team of six members [3]. - The fourth position was secured by the Caitong Securities Research Team, led by Chief Analyst Sun Binbin, with a team of five members [3]. - The fifth place was awarded to the Huaxi Securities Research Team, led by Chief Analyst Liu Yu, with a team of ten members [3]. - The sixth position was taken by the Shenwan Hongyuan Securities Research Team, led by Chief Analyst Huang Weiping, with a team of five members [3]. - The seventh place was awarded to the Tianfeng Securities Research Team, led by Chief Analyst Tang Haiqing, with a team of ten members [3]. - The eighth position was secured by the Changjiang Securities Research Team, led by Chief Analyst Zhao Zenghui, with a team of three members [3].
第七届新浪财经金麒麟宏观经济研究最佳分析师:第一名浙商证券
Xin Lang Zheng Quan· 2025-11-28 07:20
Group 1 - The 7th Sina Finance "Golden Unicorn" Best Analyst Awards ceremony was held on November 28, 2025, in Shanghai, gathering over 300 authoritative scholars, fund managers, and company executives to discuss future opportunities in the Chinese capital market [1]. - The results of the 7th Sina Finance Golden Unicorn Best Analyst selection were announced [2]. Group 2 - The top macroeconomic research teams recognized in the awards include: 1. First place: Zheshang Securities Research Team, led by Chief Analyst Li Chao [3] 2. Second place: GF Securities Research Team, led by Chief Analyst Guo Lei [3] 3. Third place: Dongwu Securities Research Team, led by Chief Analyst Lu Zhe [3] 4. Fourth place: Orient Securities Research Team, led by Chief Analyst Sun Jinxia [3] 5. Fifth place: Changjiang Securities Research Team, led by Chief Analyst Yu Bo [3] 6. Sixth place: Huachuang Securities Research Team, led by Chief Analyst Zhang Yu [3] 7. Seventh place: Guosheng Securities Research Team, led by Chief Analyst Xiong Yuan [3] 8. Eighth place: Shenwan Hongyuan Securities Research Team, led by Chief Analyst Zhao Wei [3]
第七届新浪财经金麒麟传媒行业最佳分析师:第一名广发证券
Xin Lang Zheng Quan· 2025-11-28 06:52
专题:2025分析师大会:资本市场"奥斯卡"启幕 11月28日,2025分析师大会暨第七届新浪财经"金麒麟"最佳分析师颁奖盛典隆重召开。逾300名权威学 者、公私募掌舵人、上市公司董事长、顶级基金经理、首席分析师齐聚上海,共同探讨中国资本市场的 未来机遇。 同时,第七届新浪财经金麒麟最佳分析师评选结果隆重揭晓。 第七届新浪财经金麒麟传媒行业"最佳分析师"荣誉榜如下: 第一名 广发证券研究团队 (首席分析师:旷实;团队成员:廖志国、徐呈隽、周喆、章驰、罗悦纯) 第二名 国海证券研究团队 (首席分析师:杨仁文;联席首席:方博云、谭瑞峤;团队成员:吴倩、王春宸) 第三名 申万宏源证券研究团队 (首席分析师:林起贤;团队成员:袁伟嘉、任梦妮、夏嘉励、赵航、黄俊儒) 第四名 东吴证券研究团队 (首席分析师:刘欣;团队成员:刘文轩、赵海楠、王世豪、郭子萱、吴婧) 第七名 国泰海通证券研究团队 (首席分析师:陈筱;团队成员:陈俊希、杨昊、陈星光、孙小雯、李芓漪) 责任编辑:凌辰 (首席分析师:张良卫;团队成员:周良玖、张家琦、郭若娜、陈欣、张文雨、李博韦) 第五名 长江证券研究团队 (首席分析师:高超;团队成员:杨云祺、孙 ...
第七届新浪财经金麒麟石油和化工行业最佳分析师:第一名长江证券
Xin Lang Zheng Quan· 2025-11-28 06:28
专题:2025分析师大会:资本市场"奥斯卡"启幕 11月28日,2025分析师大会暨第七届新浪财经"金麒麟"最佳分析师颁奖盛典隆重召开。逾300名权威学 者、公私募掌舵人、上市公司董事长、顶级基金经理、首席分析师齐聚上海,共同探讨中国资本市场的 未来机遇。 同时,第七届新浪财经金麒麟最佳分析师评选结果隆重揭晓。 第七届新浪财经金麒麟石油和化工行业"最佳分析师"荣誉榜如下: 第一名 长江证券研究团队 第四名 国海证券研究团队 (首席分析师:董伯骏;联席首席:李永磊;团队成员:陈云、杨丽蓉、李娟廷、仲逸涵、李振方) 第五名 浙商证券研究团队 (首席分析师:李辉;团队成员:汤永俊、李佳骏、沈国琼) 第六名 华创证券研究团队 (首席分析师:杨晖;团队成员:郑轶、王鲜俐、吴宇、申起昊、陈俊新) 第七名 国联民生证券研究团队 (首席分析师:马太;联席首席:魏凯;团队成员:侯彦飞、王明、王岭峰、李禹默、王呈、孙国铭) 第二名 申万宏源证券研究团队 (首席分析师:宋涛;团队成员:马昕晔、任杰、邵靖宇、刘子栋、赵文琪、李绍程、陈悦) 第三名 天风证券研究团队 (首席分析师:张樨樨;联席首席:唐婕;团队成员:张峰、郭建奇、黄凯、 ...
2025鲸潮奖评选评审团阵容正式公布!首席经济学家、首席分析师等产学研各界评委联合评审
Sou Hu Cai Jing· 2025-11-27 13:15
蓝鲸新闻11月27日讯(编辑 李梦琪)即将开启的"十五五"规划提到要强化标准引领、提升国际化水 平,加强品牌建设,这意味着中国品牌发展正站在从量变向质变转变的关键节点。当品牌从本土走向全 球,各方力量的努力实践汇聚成经济持续高质量发展的强劲动力。 究竟哪些企业品牌能够以创新为帆、以品质为舵,在这个时代锚定发展方向,引领产业未来发展?致敬 时代浪潮中的商业力量,聚焦全球优秀品牌,鲸潮奖结合自主申报信息、评委推荐、公开数据,综合品 牌影响力、商业价值、创新力等评价维度,评选出相关领域具有突出贡献的企业、机构及个人,打造品 牌全球发展的标杆案例,助力品牌全球发展。 针对不同维度奖项评选,2025鲸潮奖评选邀请产学研各方组成专家评审团,现正式对外公布评委阵容: 宋雪涛 国金证券首席经济学家 汪 毅 长城证券首席经济学家 张 瑜 华创证券研究院副所长 孔 蓉 国联民生研究所副总经理兼海外研究首席分析师 朱 芸 华源证券海外联席首席&教育首席分析师 朱 珠 华鑫证券研究所传媒新消费首席分析师 胡麒牧 中国数实融合50人论坛副秘书长 李 辉 蓝鲸新闻副总编辑 于焕永 蓝鲸新闻副总编辑 杨德龙 前海开源基金董事总经理、首席经 ...
华创云信:公司未持股摩尔线程
Mei Ri Jing Ji Xin Wen· 2025-11-27 10:31
华创云信(600155.SH)11月27日在投资者互动平台表示,公司未持股摩尔线程。华创证券正努力推动 太平洋证券股东资格相关工作,股东资格尚在证监会审核中,如有新进展,公司将及时予以披露。 (文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:请问公司持有多少摩尔线程股份?太平洋股东审核进 行到哪一步了? ...
华创云信(600155.SH):未持股摩尔线程股份
Ge Long Hui· 2025-11-27 09:49
格隆汇11月27日丨华创云信(600155.SH)在投资者互动平台表示,公司未持股摩尔线程股份。华创证券 正努力推动太平洋证券股东资格相关工作,股东资格尚在证监会审核中,如有新进展,公司将及时予以 披露。 ...
债市日报:11月27日
Xin Hua Cai Jing· 2025-11-27 09:30
国债期货收盘多数下跌,30年期主力合约跌0.01%报114.42,10年期主力合约跌0.06%报107.895,5年期 主力合约跌0.01%报105.77,2年期主力合约涨0.01%报102.39。 银行间主要利率债收益率窄幅波动,除超长端以外延续偏弱。30年期国债"25超长特别国债06"收益率下 行0.5BP报2.189%,10年期"25国开15"上行0.45BP报1.909%,同期限"25附息国债16"上行0.5BP报 1.839%。 新华财经北京11月27日电(王菁)债市周四(11月27日)延续走弱,国债期货主力多数收跌,银行间利 率债收益率小幅波动,中短端持续调整;公开市场单日净投放564亿元,资金利率表现分化。 中证转债指数收盘下跌0.53%,报478.37点,成交金额495.37亿元。东时转债、博23转债、垒知转债、 恒锋转债、福新转债跌幅居前,分别跌7.29%、5.94%、5.22%、4.54%、3.65%。春23转债、能辉转债、 旗滨转债、浩瀚转债、宏柏转债涨幅居前,分别涨6.85%、3.55%、3.38%、3.12%、2.70%。 机构认为,机构跨年配置意愿仍存,但交易驱动带来的收益率下行幅 ...
【环球财经】美联储12月降息预期反复摇摆 风险资产市场波动加剧
Xin Hua Cai Jing· 2025-11-25 07:54
关于12月是否降息,多位美联储官员在近期表达了截然相反的观点,也使得市场对于美联储12月降息前 景的判断存在较大分歧。 新华财经上海11月25日电 针对美国就业下行风险与通胀上行风险的争论使得美联储内部对于12月降息 前景的分化进一步加剧,市场对于美联储降息预期也反复摇摆。当地时间24日,包括纽约联储行长威廉 姆斯在内的多位美联储官员均表示支持12月降息,极大提振市场情绪,推动市场预期12月降息概率再次 大幅回升,美股在内的风险资产大幅反弹。根据芝商所(CME)美联储观察工具,市场预期美联储12 月降息的概率已从不到30%回升至80%。 美联储内部分歧加剧 美国劳工部公布数据显示,9月非农新增就业人数超预期但失业率走高,显示美国就业市场表面"强 劲"实则走弱的状况。9月新增就业人数环比大幅增加受8月低基数影响较大,如果从两个月的平均数据 看,8月和9月月均新增就业仅5.75万人,并不乐观。 过去一个月以来,市场对美联储12月降息的预期有两次明显降温:第一次是10月美联储货币政策会议 后,市场对美联储降息概率押注从接近100%降至70%左右。彼时美联储主席鲍威尔称12月降息"并非已 成定局——远非如此"、"政策 ...
破局·重构:2025雪球嘉年华将于12月20-21日在上海举办
雪球· 2025-11-24 08:13
Core Viewpoint - The 2025 Xueqiu Carnival in Shanghai will focus on analyzing investment opportunities and strategies across various markets, sectors, and assets, driven by the positive market sentiment from recent policy measures and strong performance in technology sectors [1][2]. Group 1: Macroeconomic Overview - The carnival will review the economic situation of 2025 and forecast the macroeconomic outlook for 2026, highlighting the dual support from policies and the economy that has led to a steady upward trend in the A-share market [2]. - The overseas markets have also experienced strong performance this year, although they face challenges such as inflation, high valuations, and geopolitical risks [2]. Group 2: Industry Insights - The Shanghai Composite Index has reached historical highs this year, with sectors such as pharmaceuticals, technology, advanced manufacturing, and cyclical industries providing significant returns to investors [2]. - The carnival will feature professional investors focusing on these hot industry sectors to share insights on investment opportunities [2]. Group 3: Investment Strategies - Various investment strategies, including macro, equity long/short, and quantitative strategies, have gained attention this year, with discussions on how different strategies suit various types of investors and how to balance risk and return in the current market environment [2]. - Leading public and private fund managers will provide in-depth thoughts on these strategies during the carnival [2]. Group 4: Notable Participants - The event will host nearly a hundred prominent guests, including chief economists and fund managers, who will share their insights on economic trends, market observations, and investment opportunities [3]. - Popular Xueqiu users will also participate in sharing their experiences and reflections on the market [3]. Group 5: Community Engagement - Prior to the offline event, Xueqiu has set up five online discussion topics to engage the community, starting from November 24 [5]. - The annual Xueqiu Awards, recognizing influential users and funds, will also be announced during the event [5].