理性投资

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防非宣讲面对面,金融守护在身边——工银瑞信投教基地走进西城区旧鼓楼大街开展投教活动
Xin Lang Ji Jin· 2025-10-13 09:55
专题:北京公募基金高质量发展系列活动 新时代、新基金、新价值 保护投资者特别是中小投资者的合法权益,是维护金融市场稳定、推动资本市场健康发展的重要基石。 在公募基金高质量发展在行动专项工作指引下,为切实守护居民金融安全,有效防范鹤打击非法金融活 动,10月11日,工银瑞信投教基地联合睦邻工作事务所深入社区一线,走进西城区旧鼓楼大街开展"金 融知识进社区,风险防范护万家"主题投教活动,通过面对面宣讲将理性投资理念、防非技巧以及维权 知识精准传授给社区居民,为居民的"钱袋子"筑起一道坚实的防护墙。 社区是金融安全的重要防线,也是普惠金融服务的前沿阵地。作为国有控股大型基金公司,工银瑞信始 终胸怀"国之大者",深刻践行金融工作的政治性与人民性,充分发挥自身专业优势,常态化深入基层一 线,开展贴近居民需求、内容丰富、形式新颖的投教活动,不断提升广大居民金融素养、安全意识和维 权能力,为人民群众的美好幸福生活保驾护航,为推动公募基金行业高质量可持续发展、服务国家金融 大局不断贡献力量。 MACD金叉信号形成,这些股涨势不错! 责任编辑:石秀珍 SF183 活动现场,投教基地的工作人员手持精心制作的防非知识单页,热情主动 ...
守初心,常陪伴,共成长——长城基金2025年三季度投教实践回顾
Zhong Guo Jing Ji Wang· 2025-10-09 08:30
投资者是资本市场发展的重要基石,证监会《推动公募基金高质量发展行动方案》也强调了以投资 者为本的核心导向。长城基金一直秉持 "专业陪伴每一个成长" 理念,构建长效投教机制,打造多元陪 伴场景,致力于为投资者提供有深度、有温度的投资陪伴服务。 在金融宣传周活动期间,长城基金以"保障金融权益,助力美好生活"为口号,践行"以人民为中 心"的发展理念,围绕群众关切内容开展金融知识普及。 线上层面,在微信公众号和客户群开展防范非法证券答题活动,通过"答题+解析"的形式,帮助投 资者快速提升对非法证券活动的辨识能力与防范意识;精心制作并发布《大空头—次贷危机带给我们的 启示》《个人养老金投资"领取条件"》等多篇原创漫画,用图文结合的形式还原历史风险事件、解读养 老金政策细节,通过多渠道广泛传播,助力投资者筑牢防非反诈防线。 线下层面,从"内部合规"与"外部普及"双向发力:对内,针对新员工开展专项合规培训,重点讲解 基金销售适当性原则、展业禁止行为、投资者利益保护要求等内容,强化新员工的使命担当与合规意 识,从源头保障投资者权益;对外,参与"哇噻CBD・福田CBD企业特色展"金融行业专场活动,创新设 计投教方块游戏,将投资 ...
华商基金投教系列:即将退休别躺平,如何更好规划养老?| 北京公募基金高质量发展在行动
Xin Lang Ji Jin· 2025-10-09 03:24
本次活动以"新时代·新基金·新价值"为主题,旨在通过为期一个多月的多层次、多形式宣传与互动,强 化投资者教育与保护,推动公募基金行业转型升级,提升服务实体经济能力,打造北京金融高质量发展 新名片。 华商基金积极推动金融、投资知识普及,致力于推广长期投资、理性投资理念,提升公众风险防范意 识,持续为促进行业高质量发展贡献力量。 专题:北京公募基金高质量发展系列活动 新时代、新基金、新价值 摘要:新时代·新基金·新价值——北京公募基金高质量发展在行动 为贯彻落实《推动公募基金高质量发展行动方案》,在北京证监局指导下,北京证券业协会携手北京公 募基金管理人、基金销售机构、基金评价机构及多家主流媒体,共同启动"北京公募基金高质量发展系 列活动"。 风险提示:基金投资需谨慎。 MACD金叉信号形成,这些股涨势不错! 责任编辑:石秀珍 SF183 ...
假期访谈了十多位基民,发现这些新变化
天天基金网· 2025-10-06 05:12
牛市来了还没上车?上天天基金APP搜索777注册即可领500元券包,优选基金10元起投!限 量发放!先到先得! 今年以来,随着市场行情向好,投资者对于基金的配置需求水涨船高。中基协发布的数据显示,截 至2025年8月底,我国公募基金总规模为36.25万亿元。这是我国公募基金总规模今年以来第5次创 下历史新高。 基民的投资行为有什么新变化? 中国证券报记者在国庆、中秋假期期间,访谈了十多位基民发现, 相比此前,投资者的行为有明显的变化,加大权益类基金配置、青睐被动指数型产品、重视科技主 题赛道基金等,成为这些基民的一大共性。整体而言,投资者篮子中的"菜",花样越来越多。 36万亿公募"聚沙成塔" 日前,基金业协会发布的最新数据显示,截至2025年8月底,我国境内公募基金管理机构共164 家,其中基金管理公司149家,取得公募资格的资产管理机构15家。以上机构管理的公募基金资产 净值合计36.25万亿元,较7月末的35.08万亿元增加1.17万亿元,增幅为3.34%。 记者通过梳理上述受访投资者的访谈内容发现,经历过市场的洗礼,他们的投资理念明显出现了新 的变化。 一是多元配置的情况,占据受访者的大多数。 14位 ...
假期访谈了十多位基民,发现这些新变化
Zhong Guo Zheng Quan Bao· 2025-10-05 12:15
今年以来,随着市场行情向好,投资者对于基金的配置需求水涨船高。中基协发布的数据显示,截至 2025年8月底,我国公募基金总规模为36.25万亿元。这是我国公募基金总规模今年以来第5次创下历史 新高。 基民的投资行为有什么新变化?中国证券报记者在国庆、中秋假期期间,访谈了十多位基民发现,相比 此前,投资者的行为有明显的变化,加大权益类基金配置、青睐被动指数型产品、重视科技主题赛道基 金等,成为这些基民的一大共性。整体而言,投资者篮子中的"菜",花样越来越多。 36万亿公募"聚沙成塔" 日前,基金业协会发布的最新数据显示,截至2025年8月底,我国境内公募基金管理机构共164家,其中 基金管理公司149家,取得公募资格的资产管理机构15家。以上机构管理的公募基金资产净值合计36.25 万亿元,较7月末的35.08万亿元增加1.17万亿元,增幅为3.34%。 这是自2024年以来,公募基金总规模第11次创历史最高纪录,也是公募基金总规模今年以来第5次创下 历史新高。与此同时,这也是公募基金规模首次突破36万亿元大关。 回顾发现,公募基金行业经过二十多年的发展,已成为资本市场重要的专业机构投资者,在管理规模屡 创新高 ...
华商基金投教系列:“非法集资”全是坑 “防非”口诀送给你丨北京公募基金高质量发展在行动
Xin Lang Ji Jin· 2025-09-30 02:09
专题:北京公募基金高质量发展系列活动 新时代、新基金、新价值 摘要:新时代·新基金·新价值——北京公募基金高质量发展在行动 为贯彻落实《推动公募基金高质量发展行动方案》,在北京证监局指导下,北京证券业协会携手北京公 募基金管理人、基金销售机构、基金评价机构及多家主流媒体,共同启动"北京公募基金高质量发展系 列活动"。 本次活动以"新时代·新基金·新价值"为主题,旨在通过为期一个多月的多层次、多形式宣传与互动,强 化投资者教育与保护,推动公募基金行业转型升级,提升服务实体经济能力,打造北京金融高质量发展 新名片。 华商基金积极推动金融、投资知识普及,致力于推广长期投资、理性投资理念,提升公众风险防范意 识,持续为促进行业高质量发展贡献力量。 风险提示:基金投资需谨慎。 MACD金叉信号形成,这些股涨势不错! 责任编辑:石秀珍 SF183 ...
国新国证基金走进什刹海街道:筑牢防非反诈安全网,守护百姓幸福晚年
Xin Lang Ji Jin· 2025-09-29 09:23
Core Viewpoint - The event organized by Guoxin Guozheng Fund at the Shichahai Street Elderly Cultural and Tourism Market aims to promote financial literacy among the elderly and community residents, emphasizing the responsibility of the public fund industry in protecting investors' interests [1][11]. Group 1: Event Overview - The event took place on September 26, focusing on delivering professional financial knowledge to the community, particularly targeting elderly individuals [1]. - The Shichahai Street Elderly Cultural and Tourism Market attracted a large crowd, creating a vibrant atmosphere for financial education [3]. Group 2: Financial Education Initiatives - Guoxin Guozheng Fund's outreach included clear messaging on avoiding high-interest temptations and illegal fundraising, fostering a strong financial learning environment [3][5]. - The fund's representatives conducted targeted financial knowledge dissemination, particularly addressing the elderly's vulnerability to financial scams [5][6]. Group 3: Risk Awareness and Prevention - The fund highlighted the importance of fraud prevention, discussing real-life scam cases to enhance the elderly's ability to identify and avoid financial fraud [6][7]. - An interactive Q&A session was held to engage participants in recognizing suspicious investment solicitations and verifying the legitimacy of financial institutions [7]. Group 4: Promoting Rational Investment - The event also focused on educating the public about the principle of investor suitability, emphasizing that high risk does not guarantee high returns and may lead to capital loss [9]. - Simple tests were used to help participants understand suitability management, reinforcing the idea that tailored investment strategies are essential [9]. Group 5: Commitment to High-Quality Development - Guoxin Guozheng Fund's participation in the market is a practical response to the call for high-quality development in the public fund industry, aiming to make complex financial knowledge accessible [11]. - The fund plans to continue its efforts in financial education, aiming for regular and precise outreach to various communities, contributing to a stable financial market and the high-quality development of the public fund industry [12].
民生银行济南张庄路支行围绕新市民群体开展消保主题宣传活动
Qi Lu Wan Bao· 2025-09-29 06:28
Core Viewpoint - The article highlights the initiative taken by Minsheng Bank's Jinan Zhangzhuang Road branch to enhance financial literacy among new citizens through a financial education campaign focused on risk awareness and rational investment culture [1][2] Group 1: Financial Education Initiative - The campaign titled "Protect Financial Rights, Support a Better Life" was conducted in Jinan Forest Park on September 11, aiming to educate new citizens about financial knowledge and risk prevention [1] - Staff members set up an informative booth with banners and brochures, explaining the risk levels and return characteristics of various investment products to help citizens develop a scientific approach to financial management [1][2] Group 2: Interactive Engagement - The event featured multiple interactive segments, including a financial knowledge quiz, scenario simulation games, and distribution of promotional materials, enhancing citizen engagement and understanding of financial concepts [2] - The scenario simulation allowed participants to make investment decisions, illustrating the relationship between risk and return, thereby making learning enjoyable and effective [2] Group 3: Ongoing Commitment - Minsheng Bank's Jinan Zhangzhuang Road branch plans to continue diverse promotional activities, integrating financial knowledge dissemination into daily customer service to fulfill its social responsibility and improve financial service quality [2]
东方基金“一司一省一高校”投教活动温州站成功举行
Sou Hu Cai Jing· 2025-09-25 11:10
Core Viewpoint - The article emphasizes the importance of investor education in China's capital market, highlighting the need for rational investment decisions and the promotion of long-term investment strategies through initiatives like the "One Company, One Province, One University" program by the China Securities Regulatory Commission [1][3]. Group 1: Investor Education Initiatives - The China Securities Regulatory Commission is actively promoting investor education to address issues such as emotional decision-making and lack of systematic investment methods among retail investors [1]. - The "One Company, One Province, One University" initiative aims to deliver professional financial knowledge to a broader audience, enhancing public financial literacy [1][3]. Group 2: Event Highlights - On September 23, a successful investor education event was held by Dongfang Fund in collaboration with Industrial Bank's Wenzhou branch, featuring discussions on index funds and systematic investment strategies [3]. - The event included presentations by fund manager Wang Huaixun and market strategy analyst Zhang Jinyou, focusing on the characteristics of index funds and the benefits of systematic investment through fund regular investment strategies [3][4]. Group 3: Key Concepts Discussed - Wang Huaixun explained the basic concepts and advantages of index funds, including low fees and high transparency, and categorized them based on trading methods and investment strategies [3][4]. - Zhang Jinyou addressed common psychological biases in investing, advocating for fund regular investment as a disciplined approach to mitigate emotional decision-making and achieve long-term financial growth [4][5]. Group 4: Future Directions - Dongfang Fund plans to continue its collaboration with financial institutions and universities to normalize and contextualize investor education, aiming to instill professional and rational investment concepts in the public [5].
上海伊洛|关于我司参与“2025年金融教育宣传周”活动的总结报告
Xin Lang Ji Jin· 2025-09-25 08:51
Group 1 - The core theme of the activities was "Protecting Financial Rights and Supporting a Better Life," emphasizing the importance of financial education for market stability and investor protection [1][2] - The company organized a series of diverse promotional activities, combining online and offline efforts to enhance the outreach and impact of the financial education campaign [1] - A dedicated webpage was created on the company's official site featuring a special article titled "Building a Solid Investment Foundation for a Stable Future," which shared fundamental investment concepts and the significance of maintaining core values in a volatile market [1] Group 2 - The company conducted specialized training for compliance department employees to reinforce compliance awareness and service philosophy, focusing on investor-centric service principles [2] - Throughout the campaign, the company promoted rational and value-based investment concepts while fostering a culture of industry integrity [2] - The activities have contributed to creating a positive atmosphere regarding financial education and investor rights protection, effectively conveying the fund industry's responsible image to the public and investors [2]