对于个人而言，2026年布局科创50ETF需抓住"核心三要素"：优先选择规模50亿元以上、日均成交额活跃的产品，规避迷你基金的流动性风险；重点关注 跟踪误差小、运作稳健的标的，确保精准捕捉指数收益；把握逢跌加仓的节奏，通过长期持有分享硬科技成长红利。 选对优质的科创50ETF标的，就是握住了新质生产力的入场券，剩下的只需静待时间浇灌出成长的玫瑰，在新质生产力成为经济增长新引擎的时代，科创 50ETF正为普通投资者打开一扇低成本参与硬科技浪潮的大门，2026年有望成为其规模与收益双爆发的关键之年。 （来源：淘金ETF） 2025年全年，科创50ETF在A股市场展现出强劲的"吸金"韧性，易方达、华夏等头部产品规模双双突破700亿元，北向资金对指数成分股中半导体、计算机 等硬科技权重的加仓比例攀升至18%，创下年内新高。展望2026年，在政策红利持续加码、产业周期向上突围、估值性价比凸显的三重驱动下，科创 50ETF正从科技赛道的"潜力选手"成长为全民关注的"核心资产"，成为普通投资者捕捉新质生产力红利的最优工具之一。 科创50ETF的底气，源于指数"硬科技纯度拉满"的独特基因。与沪深300的金融、能源权重，中证5 ...

The In terms of returns, Why Global Diversification Matters More Than EverMarket cycles do not move in tandem across geographies. While Indian markets remain a compelling long-term growth story, global exposure—especially to the US—can help investors balance risk, reduce portfolio volatility, and access sectors that are either underrepresented or unavailable domestically.Investment flows into overseas equities rebounded sharply, rising from USD 152 million in August to USD 279 million in September. (Refere ...

Key Points - Hong Kong's share sales surged to over $73 billion, making it the top fundraising location in Asia for the first time since 2013, ranking just behind the US globally [1][26] - The increase in share sales is attributed to significant deals by Chinese companies, including a $5.3 billion listing by battery maker Contemporary Amperex Technology and over $5 billion raised by BYD Co. and Xiaomi Corp. [2][26] - The IPO pipeline in Hong Kong remains robust, with around 300 companies waiting to list, indicating a strong deal-making environment [6][26] - Investor sentiment is shifting towards greater discipline regarding valuations and fundamentals following a strong year, with a focus on high-quality deals in innovation and advanced manufacturing [7][26] - The Hong Kong market has benefited from China's ambitions in artificial intelligence and biotechnology, as well as efforts to boost domestic demand [9][26] - Heavyweight IPO candidates expected next year include Syngenta Group and A.S. Watson Group, alongside potential listings from China's AI sector [11][26] - Hong Kong listings have generated an average return of nearly 50% this year, outperforming the Hang Seng Index, which has gained 29.5% [15][26] - In India, IPOs reached a record of over $20 billion, driven by domestic mutual funds and retail investors, with significant deals expected in the coming year [18][26] - Concerns about high valuations persist, as approximately half of the companies that listed in India this year are trading below their debut prices [21][26] - Retail investors in mainland China are showing strong interest in IPOs of chipmakers, aligning with the government's goal of technological self-sufficiency [24][26] - The overall issuance volume in Hong Kong is expected to remain strong in the first half of next year, although geopolitical factors may impact future fundraising [25][26]

Core Viewpoint - Hong Kong's share-sale market has experienced a significant turnaround in 2023, becoming the leading fundraising hub in Asia, with share sales nearly quadrupling to over $73 billion, driven by strong demand from Chinese companies [1][2][3]. Group 1: Market Performance - Share sales in Hong Kong reached more than $73 billion through various methods, making it the top fundraising location in Asia for the first time since 2013, ranking just behind the US globally [2]. - The Hong Kong IPO pipeline is robust, with approximately 300 companies waiting to list, indicating a healthy market outlook [5]. - The Hang Seng Index has gained 29.5% this year, marking its best performance since 2017, although signs of weakness have emerged in the fourth quarter [11]. Group 2: Key Drivers - Chinese companies have been pivotal in driving the share-sale frenzy, with major listings such as Contemporary Amperex Technology Co. raising $5.3 billion, and both BYD Co. and Xiaomi Corp. raising over $5 billion each [3][8]. - The market has benefited from China's ambitions in artificial intelligence, biotechnology advancements, and efforts to boost domestic demand [8]. - Sectors aligned with China's strategic goals, such as technology and advanced manufacturing, are expected to remain active in pursuing IPOs [8]. Group 3: Future Outlook - Heavyweight candidates for future listings include companies like Syngenta Group and A.S. Watson Group, alongside potential listings from China's AI sector [9]. - The market's ability to absorb the upcoming supply of IPOs will depend on valuation and broader stock market performance [10]. - Despite the current optimism, there are concerns regarding the sustainability of high valuations, as many newly listed companies in India are trading below their debut prices [15].

[música] Os quería pedir antes que nada un favor a todos. Imaginad en vuestras cabezas la siguiente escena. Va saber que es muy sencilla.Es un día cualquiera. Suena el despertador. Son las 8 de la mañana.Te levantas. ¿Todavía te arrepientes de las últimas cervezas que te tomaste anoche. Pero te pones rápidamente tus mallas, tus zapatillas de correr y sales como cada mañana a correr alrededor, 5 km alrededor de tu casa.Vuelves, te duchas, desayunas y te pones a contestar emails que te han quedado en la bande ...

My research is based on key market themes and works to identify setups that provide asymmetrical risk/reward profiles within these niches. My portfolio is currently built around 5 key themes: (1) Semiconductor Supply Chain, (2) Grid / Power / Energy Transition, (3) Critical Materials, (4) Biotechnology, and (5) Artificial Intelligence / Cloud Computing. My investment style blends deep value investing tenets learned through my experience at a formal investment firm with the forward-looking lens necessary to ...

Core Insights - Tonix Pharmaceuticals has appointed Irina Ishak as General Counsel, effective December 8, 2025, bringing over 25 years of experience in corporate legal and strategic leadership within the life sciences industry [1][2] - The company is focused on commercializing its marketed products and advancing its pipeline, with Ishak's expertise expected to be a significant asset in these efforts [2][3] Company Overview - Tonix Pharmaceuticals is a fully integrated biotechnology company with marketed products and a development pipeline [4] - The company markets TONMYA™, the first FDA-approved therapy for fibromyalgia in over 15 years, along with treatments for acute migraine [4] - Tonix's development portfolio targets central nervous system disorders, immunology, immuno-oncology, rare diseases, and infectious diseases [4] Recent Developments - The company has recently launched TONMYA™, which is a non-opioid analgesic for fibromyalgia, and is expanding its research into other conditions [3][4] - Tonix is also developing TNX-102 SL for acute stress reaction and major depressive disorder, and has a contract with the U.S. Department of Defense for TNX-4200, a broad-spectrum antiviral agent [4]

Core Viewpoint - Preformed Line Products (NASDAQ: PLPC) is identified as a mispriced beneficiary of the ongoing trend towards grid modernization and the rapid expansion of large-scale data centers, with the market currently undervaluing its growth potential [1] Group 1: Market Themes - The research focuses on key market themes to identify setups that offer asymmetrical risk/reward profiles within specific niches [1] - The investment portfolio is centered around five key themes: (1) Semiconductor Supply Chain, (2) Grid / Power / Energy Transition, (3) Critical Materials, (4) Biotechnology, and (5) Artificial Intelligence / Cloud Computing [1] Group 2: Investment Style - The investment style combines deep value investing principles with a forward-looking perspective to uncover highly asymmetric market opportunities [1] - The aim is to provide valuable insights and foster a community of investors who can share knowledge and benefit from each other's expertise [1]

Core Viewpoint - Preformed Line Products (NASDAQ: PLPC) is identified as a mispriced beneficiary of the ongoing trend towards grid modernization and the rapid expansion of large-scale data centers, with the market currently undervaluing its growth potential [1] Group 1: Market Themes - The research focuses on key market themes to identify setups that offer asymmetrical risk/reward profiles within specific niches [1] - The investment portfolio is centered around five key themes: (1) Semiconductor Supply Chain, (2) Grid / Power / Energy Transition, (3) Critical Materials, (4) Biotechnology, and (5) Artificial Intelligence / Cloud Computing [1] Group 2: Investment Style - The investment style combines deep value investing principles with a forward-looking perspective to uncover highly asymmetric market opportunities [1] - The aim is to provide valuable insights and foster a community of investors who can share knowledge and benefit from each other's expertise [1]

Core Viewpoint - Eli Lilly and Company has elected Carolyn R. Bertozzi, Ph.D., as a returning member of its board of directors, effective December 8, 2025, highlighting her significant contributions to targeted medicine development, particularly in oncology [1][2]. Group 1: Board Appointment - Carolyn R. Bertozzi, a Nobel Prize-winning chemist, will serve on the Science and Technology and Ethics and Compliance committees of Lilly's board [1][2]. - David A. Ricks, Lilly's chair and CEO, emphasized the value of Dr. Bertozzi's perspective as the company continues to innovate in oncology and immunology [2]. Group 2: Dr. Bertozzi's Background - Dr. Bertozzi is currently the Baker Family director of Sarafan ChEM-H and a professor at Stanford University, with additional roles in Chemical and Systems Biology and Radiology [2]. - She has received numerous honors and is an elected member of prestigious academies, including the National Academy of Medicine and the National Academy of Sciences [3]. Group 3: Company Overview - Eli Lilly has been a pioneer in medical discoveries for nearly 150 years, focusing on addressing significant health challenges such as diabetes, obesity, Alzheimer's disease, immune system disorders, and difficult-to-treat cancers [4]. - The company is committed to making its medicines accessible and affordable while ensuring diversity in clinical trials [4].