从板块来看，看好军工板块的投资者比例大幅提高，环比提升6个百分点。 对下周上证指数怎么看? 4% ■ 震荡走高,突破4200点 43% ■ 晨荡走低,跌破4000点 ■ 横盘震荡 46% ■ 无法判断 7% A股持续震荡走高，投资者信心回升，但目前上证指数处于近十年高位，同样有部分投资者对市场上涨 势头有所迟疑。数据显示，43%的投资者认为下周市场将"震荡走高，突破4200点"；46%的投资者认为 市场将"横盘震荡"；仅有7%的投资者明确看空市场，表示下周市场将"震荡走低，跌破4000点"。 | 军工板块看好比例大幅提高 | | | | | --- | --- | --- | --- | | 行业 12月27日调管 | | 1月3日调查 | 1月10日调查 | | 大金融 | 6% | 5% | 4% | | 大消费 | 8% | 6% | 4% | | 医药 | 4% | 3% | 5% | | 科技 | 47% | 58% | 56% | | 年1 | 7% | 7% | 13% | | 有色金属 | 16% | 11% | 9% | | 新能源 | 8% | 4% | 2% | | 次新股 | - | ...

就业增长放缓 政府发布的最新就业报告显示，12月美国就业增长势头放缓，当月非农部门新增就业岗位5万个，全国 失业率微降至4.4%。劳工数据显示，2025年全年美国经济共新增就业岗位约58.4万个，较2024年的200 多万个大幅回落。 美国联邦经济数据在预定发布时间前均处于严格的保密状态，原因是这类信息具备影响金融市场的能 力。若部分投资者提前获取此类数据，就有可能凭借其他投资者尚未掌握的信息进行交易操作。 白宫经济官员每月都会在周四下午收到劳工部就业报告的预发版本，并且需要签署保密协议，但他们同 时也会为总统撰写一份报告摘要。 Janney Montgomery Scott首席投资策略师Mark Luschini表示，数据泄露会损害投资者信心，因为市场普 遍预期官员会在经济报告公开发布前严格保密。 美国总统特朗普在美国劳工部发布12月非农就业数据的前一天，就披露了这份备受华尔街关注、足以影 响金融市场的经济报告相关内容。 美国东部时间周四晚间8点20分，特朗普发布了一张展示2025年1月以来私营部门及政府岗位就业人数变 化的图表。待到周五上午完整就业报告正式发布时，外界发现特朗普发布的图表中各项数据总和与月 ...

Earnings per share estimated at $0.12 with projected revenue of approximately $631.57 million.Price-to-earnings (P/E) ratio stands at 45.11, indicating high investor confidence.Strong liquidity position with a current ratio of 2.42.Winnebago Industries, Inc. (NYSE:WGO) is a leading manufacturer of outdoor recreation products, known for its diverse range of brands including Winnebago, Grand Design, Chris-Craft, Newmar, and Barletta. The company caters primarily to leisure travel enthusiasts. As a key player ...

Group 1 - The core concept of "stock market narrative" emphasizes the importance of creating a positive public opinion environment and effectively communicating policies to stabilize market expectations [1][2] - The operation logic of the capital market involves not only the flow of funds and trading of assets but also the transmission of information and the construction of investor confidence [1] - The Chinese economy faces both old problems and new challenges, but the long-term supportive conditions and fundamental trends for economic growth remain unchanged [1][2] Group 2 - The current capital market reform focuses on deepening investment and financing reforms, aiming to clarify key areas of reform to the market [2] - Initiatives include fostering high-quality listed companies, enhancing the attractiveness of long-term investment environments, and implementing stricter regulations against financial fraud and market manipulation [2] - Effective communication of accurate and objective "stock market narratives" can reduce the space for false information and improve market transparency [2] Group 3 - The "stock market narrative" requires collaboration among listed companies, industry organizations, and mainstream media to create a positive public opinion environment [3] - A collective effort is necessary to ensure that market expectations are stable and investor confidence is strong, which are essential for the high-quality development of the capital market [3]

Core Insights - The PNG Investment Week 2025 (PNGIW25) has successfully boosted investor confidence, showcasing a commitment to building a stronger and more inclusive economy in Papua New Guinea [1] Group 1: Event Overview - PNGIW25 attracted nearly 2,000 representatives from 21 countries, featuring 90 speakers and over 90 exhibitors [1] - The event was attended by the Prime Minister of Papua New Guinea and the Prime Minister of Australia, who both delivered speeches [1] Group 2: Key Outcomes - RD Tuna Canning Company announced a joint venture project worth 160 million in the Madang Integrated Economic Zone [1] - Pacific Lime Cement Company signed a development agreement with the Department of International Trade and Investment to advance the Central Lime Cement project [1] - Frieda River Limited received six environmental permits for its copper-gold project and associated infrastructure, including a 600 MW hydroelectric power station [1] - ExxonMobil PNG renewed its sponsorship of the "PNG Kumuls and Digicel ExxonMobil Cup" and signed an electricity project agreement with the Hela Provincial Government [1] - Tisa Bank launched a new product tailored for landowner companies, while Nasfund discussed investment opportunities in the economic zone [1] - Santos reaffirmed its long-term commitment to Papua New Guinea, emphasizing the importance of predictable approval processes and strong leadership for stability [1] - K92 Mining demonstrated confidence through reinvestment [1]

【环球时报驻泰国特派记者 杨一 环球时报驻柬埔寨特约记者 董开映 裴茗】美国总统特朗普12日表示泰柬领导人同意从当晚起停火后，两国之间的边境冲突 在刚过去的周末仍在持续，且未见明显降温的趋势。泰国看守政府总理阿努廷13日说，泰方将继续军事行动，直到泰国领土和人民不再受到威胁。根据泰军 的说法，13日至14日，柬埔寨对泰边境多个地区的袭击持续了一夜。柬埔寨方面14日则表示，泰军的袭击已经向沿海省份蔓延，并指责泰方13日出动F-16战 机投掷炸弹破坏民用基础设施。两国还宣布了一系列备受关注的举措：泰国军方14日宣布在达叻府部分地区实施宵禁，并计划封锁泰国湾海上通道，以阻断 对柬燃料及军需供应；柬方13日宣布，全面暂停与泰国的边境口岸通行。不到两个月前，泰国和柬埔寨在马来西亚签署了和平联合声明，这一次，它们能否 在短期内再次实现停火？国际舆论对此有不同看法。外界担忧，如果冲突升级，可能对地区和平与稳定带来长期的负面影响。 泰国陆军14日发表声明说，柬方当天使用BM-21火箭炮对泰国四色菊府的平民社区和学校区域发动袭击，一名平民被弹片击中身亡，一栋民宅起火。泰方强 烈谴责柬方连续两天袭击与军事行动无关的平民区域，导致 ...

Core Viewpoint - Trump believes he has identified his choice for the next Federal Reserve Chair, while claiming that someone is preventing him from firing the current leader, Powell [1] Group 1: Potential Candidates - Treasury Secretary Mnuchin has narrowed down the candidates to current Fed governors Waller and Bowman, former Fed governor Warsh, NEC Director Hassett, and BlackRock executive Riedel [1] - Trump mentioned that there are some surprising names as well as some conventional ones that everyone is discussing [1] Group 2: Future Considerations - The next Federal Reserve Chair will need to maintain a careful balance between Trump's desire for low interest rates and the need to sustain investor confidence [1]

Core Viewpoint - The Turkish government aims to enhance regulatory measures and impose stricter penalties to combat market manipulation, which is seen as essential for restoring investor confidence and ensuring financial market stability [1]. Regulatory Measures - The Turkish Finance Minister, Mehmet Simsek, emphasized the need for new regulatory provisions and increased penalties as part of the government's agenda [1]. - Strengthening deterrent mechanisms is deemed crucial for maintaining investor confidence and ensuring the stability of financial markets [1]. Market Oversight - Recent months have seen Turkish authorities intensifying oversight of market activities to curb potential manipulation [1]. - Regulatory agencies have increased investigations into suspicious trading activities, resulting in the arrest of dozens of individuals involved [1].

Group 1 - The core viewpoint of the article highlights a significant increase in new margin trading accounts in September, indicating a recovery in investor confidence and market sentiment [1][2][3] - In September, 205,400 new margin trading accounts were opened, marking a 12.24% increase from August and a substantial 288% increase year-on-year compared to September of the previous year [1] - The trend of increasing new accounts since May suggests that more investors, particularly those with a higher risk appetite, are optimistic about future market performance [1][2] Group 2 - The influx of new margin trading accounts represents a potential source of incremental capital entering the market, which can enhance market liquidity and activity [2] - The article emphasizes that the recent policy measures aimed at stabilizing the capital market have had a significant positive impact, shifting investor sentiment from cautiousness to active engagement [3] - While the increase in new accounts reflects heightened investor enthusiasm, it is important to approach the leverage effects and associated risks with caution, as margin trading can amplify both gains and losses [3]

Core Viewpoint - Recent announcements of share reduction plans by major shareholders of companies like Keli'er, United Precision, and Senba Sensor have raised concerns about market confidence, especially as the A-share index is at a high level [1][2]. Group 1: Shareholder Actions - Major shareholders of Keli'er, United Precision, and Senba Sensor have disclosed plans to reduce their holdings, which appears to be compliant with regulations [1]. - The timing of these reductions is sensitive, occurring when the market is recovering and stock prices are at relatively high levels [1]. - Historical cases show that announcements of share reductions by major shareholders at high stock prices often lead to significant declines in share prices shortly thereafter [1]. Group 2: Market Perception - The actions of major shareholders are interpreted as a vote of no confidence in the company's future, which can severely impact the confidence of retail investors [2]. - A healthy capital market relies on the confidence of all participants, and the actions of major shareholders play a crucial role in maintaining this confidence [2]. - There is an expectation for major shareholders to demonstrate responsibility and commitment to the company's long-term growth, rather than acting as opportunistic traders [2].