本文首发于公众号"私募排排网"。 （点击↑↑ 上图查看详情 ） 2025年 A股 市场招生全国统一考试 考前须知 以下选择题共15小题，每题10分，总分150分： 评分标准参考： 点击文中蓝字查看'答案'解析！并 免费领取 《私募100问》、《私募红宝书》pdf电子版、《2025林园最 新观点合集报告【附团队成员、持仓等】》 等高考大礼包！ 转发测试好友能得几分？预祝旗开得胜！ 一、A股基础知识 ✓ 120分以上：有成为一方游资、上龙虎榜的潜质！ ✓ 90-110分：最喜欢工作日了，沉迷研究A股！ ✓ 50-80分：正在A股升级打怪中！ ✓ 50分以下：仍需努力啊，实在不行还是销户吧！ （这些你都答对的话，说明你是经验丰富、学识渊博的老股民） 1.以下哪个指数的基点不是1000点？（ 点此查看答案解析 ） 2.以下哪位不是市场成名已久的老牌"游资"？ （ 点此查看答案解析 ） 3.某只个股今天收跌，那么日K图形态是? （ 点此查看答案解析 ） 4.股民说今天在某只个股上"吃面"了，形容的情形不包括以下哪种？ （ 点此查看答案解析 ） A.上午在涨5%时买了，下午来了"地天板" 二、热门板块和题材个股 A.上证 ...

Investment Strategy - The company employs a contrarian investment style, focusing on high-risk, illiquid options and shares [1] - The investment portfolio is split approximately 50%-50% between shares and call options [1] - The investment timeframe typically ranges from 3 to 24 months [1] Stock Selection Criteria - The company targets stocks that have recently experienced sell-offs due to non-recurrent events, particularly when insiders are buying shares at lower prices [1] - Fundamental analysis is utilized to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] - Professional background checks are conducted on insiders who purchased shares after sell-offs [1] Technical Analysis - Technical analysis is used to optimize entry and exit points for positions, employing multicolor lines for support and resistance levels on weekly charts [1] - Trend lines are drawn in multicolor patterns to aid in analysis [1]

Group 1 - Planet Labs' share price has experienced significant volatility recently, particularly following its Q4 earnings report, which led to a notable drop in price [1] - Despite the appealing low price after the earnings miss, the recommendation remains a hold, indicating cautious optimism about the company's future performance [1] Group 2 - The article emphasizes the importance of identifying underappreciated companies that can provide value to investors, aligning with a contrarian investment philosophy [1]

>南方财经全媒体集团 21世纪经济报道 (ga)南财理财通 司空空正收益 "固收+7 公募产品近一年业绩榜 (2~3年期限) | all gar | 产品名称 | 三世人 | 海圍牆长 财 | 最大回撤 | 年4487 M | | --- | --- | --- | --- | --- | --- | | | 京华远见鑫益盈余61 | 北银理财 | 7.68% | 1.16% | 4.36% | | | 름 | | | | | | | | 销售机构:北京银行 | | | | | | 幸福99主裕固收多资 产(平衡优选FOF)109 | 杭银理财 | 6.40% | 1.51% | 3.07% | | | 9天23007期 | | | | | | | | 销售机构:杭州银行/绍兴银行 | | | | | | 璀璨人生田园系列(共 | 青银理财 | 6.01% | 1.98% | 3.74% | | | 享)2023年001期 | | | | | | | | 销售机构:厦门银行/杭州银行/青岛银行等 | | | | | | 稳富固收增强(封闭 | 中银理财 | 5.58% | 0.74% | 1.26% | | ...

近期，信创板块爆量吸金！信创50ETF（560850）两连涨后回调，现跌0.7%。盘中溢价频现，昨日资金 净流入近1.8亿元，近5日更是"吸金"近2.7亿元，成交额巨幅放量，暴增近200%！ 从公告时的"平地起惊雷"到最近信创类ETF的异常活跃，海光信息和中科曙光的这次并购重组可以说有 着史诗级的分量。不仅因为这是《上市公司重大资产重组管理办法》修订发布后的首单上市公司吸收合 并交易，而且因为两大巨头能在产业链上发挥协同效应，正如中泰证券所言，真正实现"芯片-软件-系 统"的全链协同。 中泰证券指出，海光信息是国产CPU和GPU头部企业，掌握核心芯片设计能力。而中科曙光是国内拥有 全栈自主技术方案的AI基础设施领军企业，在芯端云都有全面布局。战略重组后，海光信息和中科曙 光有望实现算力产业链的互补和技术协同，打造"国产芯片+服务器整机"一体化解决方案能力，探索高 算力集群建设方案，并发挥软件和算法层面对芯片性能的调优能力，从而实现芯片设计-服务器制造-云 服务优化的产业链贯通和循环。（来源：《海光信息&中科曙光战略重组，国产芯片+服务器+云计算全 链协同发展》） 截至6月5日，海光信息、中科曙光分别是信创50 ...

Group 1: New Consumption Sector Performance - The new consumption sector in Hong Kong has seen significant volatility, with stocks like Laopuhuangjin, Maogeping, and Mixue Group experiencing declines of over 9%, 8%, and 7% respectively [1] - The "four flowers of Hong Kong stocks" including Pop Mart, Mixue Ice City, Laopuhuangjin, and Maogeping reached a combined market capitalization of 798.2 billion HKD as of June 4 [1] - Year-to-date stock performance shows Pop Mart with a rise of 174.4%, Mixue Group at 134.9% since its listing on March 3, Laopuhuangjin at 324.2%, and Maogeping at 127.4% [3] Group 2: U.S. Market and Economic Policies - Elon Musk has publicly criticized Trump's tax reform, urging Americans to oppose it, as it could negatively impact the electric vehicle industry, particularly Tesla [5] - The "Beautiful Tax Law" proposed by Trump includes a clause that imposes a 20% additional tax on foreign investors, which may deter investment in U.S. assets and shift capital to Europe [5] - Goldman Sachs predicts that the trend of investors withdrawing from U.S. assets could lead to a capital inflow of 1.2 trillion euros (approximately 1.4 trillion USD) into European stock markets over the next five years [9] Group 3: Hedge Fund Activity - Following a significant market downturn in April, hedge funds have begun to re-enter the market as stock prices recover [6] - In May, U.S. stocks recorded their largest monthly gain in nearly 30 years, with hedge funds increasing their positions in global equities at the fastest pace in six months [7] - European stock markets have gained attention, with eight out of the ten best-performing markets globally being from Europe, driven by a shift in investor sentiment [8] Group 4: A-Share Market Trends - In May, A-share new account openings totaled 1.5556 million, a decrease of 19.16% month-on-month but a 23% increase year-on-year [11] - The trend in new account openings reflects market sentiment, with a recovery observed in the A-share market supported by institutional investments [12] - The monthly data indicates that new account openings are correlated with market performance, showing a general upward trend compared to the previous year [16]

光大证券认为，AI快速发展推动其电力需求大幅上升，DeepSeek的出现进一步增强了除美国以外其他 国家的AI投资信心，全球AI投资加速亦将对AI电力需求形成拉动。在AI数据中心快速发展的趋势下， 国内领先且具备较强研发实力的服务器电源厂商将迎来发展机遇。 数据ETF（516000）及其联接基金（A类：020335；C类：020336；D类：023779）紧密跟踪中证大数据 产业指数，成分股主要聚焦DeepSeek、AI算力、鸿蒙产业链等热门概念板块，覆盖科大讯飞、中科曙 光、浪潮信息、恒生电子等热门个股。政策助力下，其成分股竞争力与发展潜力将提升，拓宽算力产业 应用边界，投资机遇值得关注。 （文章来源：每日经济新闻） 消息方面， 6月4日，国家能源局发布《关于组织开展新型电力系统建设第一批试点工作的通知》，提 出围绕构网型技术、系统友好型新能源电站、智能微电网、算力与电力协同、虚拟电厂、大规模高比例 新能源外送、新一代煤电等七个方向开展试点，探索新型电力系统建设新技术、新模式，推动新型电力 系统建设取得突破。 在算力与电力协同层面，《通知》明确，重点在国家枢纽节点和青海、黑龙江等能源资源条件好的非枢 纽节点 ...

Core Points - The Government of Nauru and TMC have signed a revised Sponsorship Agreement, updating the terms from 2017, which ensures continued financial benefits and support for community programs in Nauru [1][2][5] - Nauru aims to enhance its economic stability through responsible deep-sea mineral development, guided by scientific research and ecological safeguards [6][7] - The partnership between Nauru and TMC is positioned as a model for other developing states in the deep-sea mining industry, emphasizing sustainable practices and community benefits [3][4][7] Group 1 - The revised Agreement guarantees that Nauru will continue to receive existing financial benefits and community support while ensuring continuity benefits upon the commencement of commercial production by NORI or TMC [2][5] - Nauru has taken a leading role in the deep-sea mining industry, having conducted 22 offshore research campaigns and developed a comprehensive dataset on deep-sea environmental information [3][5] - The President of Nauru highlighted the importance of science-based solutions for climate change and the need for small island nations to participate in the energy transition [3][4] Group 2 - The Agreement stipulates that the majority of financial benefits will be directed into Nauru's Intergenerational Trust Fund to enhance long-term economic resilience [6] - TMC's Chairman emphasized the importance of a science- and rules-based approach to deep-seabed mineral development, which has shaped the trajectory of the industry [7] - Nauru remains committed to working with the International Seabed Authority (ISA) and acknowledges the delays in adopting Exploitation Regulations that have affected NORI's commercial plans [5][6]

ZipRecruiter (ZIP) FY Conference June 04, 2025 02:20 PM ET Speaker0 Hello, everyone. My name is Ian, Ian Siegel. As Ralph just told you, I am the founder and CEO of ZipRecruiter. Tim's gonna be my co presenting partner, and I'm excited to introduce you to the company. So for those that aren't familiar with our story, I thought I'd start with some highlights. We've been in business for fifteen years. We have been profitable. We have $468,000,000 on the balance sheet. We're the number one rated employer site ...

Group 1 - Michael Wiggins De Oliveira is an inflection investor, focusing on buying undervalued companies at pivotal moments when their profitability is expected to increase significantly over the next year [1] - The investment strategy emphasizes technology and the Great Energy Transition, including uranium, with a concentrated portfolio of approximately 15 to 20 stocks and an average holding period of 18 months [1] - Michael has over 10 years of experience in analyzing companies, particularly in the tech and energy sectors, and has built a following of over 40,000 on Seeking Alpha [2] Group 2 - The Investing Group Deep Value Returns, led by Michael, offers insights through its concentrated portfolio of value stocks, timely updates on stock picks, and a weekly webinar for live advice [3] - The group provides "hand-holding" support for both new and experienced investors, fostering an active and vibrant community accessible via chat [3] - Seeking FCF is associated with Michael Wiggins De Oliveira, indicating a collaborative approach in investment strategies [3]