潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 A50突然拉升！巨头再爆发！ 丨 标普500指数终结 六连涨！ 丨 黄金，突然直拉！ 丨 601028，主动退市！下周二摘牌 丨 突上热搜！孟羽童称时隔两年收到董明珠微信 丨 财政部最新数据！这两项，由负转 正！ 丨 现场直击：全球年内最大IPO！宁德时代H股首秀大涨17% 丨 重磅！央行官宣：下调10个基点！ 丨 美联储，重大变化！ 丨 今日，降息！大行宣 布下调！ 丨 多只A股，"摘星脱帽"，周二复牌 丨 英伟达重磅发布！黄仁勋发声，盛赞DeepSeek！ END 此前，据中央纪委国家监委网站4月30日消息，王建军涉嫌严重违纪违法，目前正接受中央纪委国家监委纪律审查和监察调查。 综合自：人力资源社会保障部网站、中央纪委国家监委网站 责编：万健祎 校对：苏焕文 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes 点击关键字可查看 国务院免去王建军的中国证监会副 ...

Core Viewpoint - The scale of wealth management products in China has reached a new high, surpassing 31 trillion yuan in May 2023, driven by declining loan rates and a shift towards short-term products as a substitute for deposits [1][3][4]. Group 1: Wealth Management Scale - As of May 20, 2023, the total scale of wealth management products reached approximately 31.3 trillion yuan, an increase of about 1.6 trillion yuan since the beginning of the year [1][2]. - The growth in wealth management products is primarily attributed to short-term products, with a notable increase in daily open-type products and those with a maturity of one month or less [4][5]. - The rapid increase in wealth management scale began in April 2023, coinciding with a more relaxed liquidity environment and a decline in deposit rates by major banks [3][4]. Group 2: Interest Rate Trends - The People's Bank of China announced a comprehensive plan including a 10 basis point interest rate cut and a 50 basis point reserve requirement ratio reduction, with expectations for further rate cuts in the second half of the year [1][6]. - Market analysts predict a continued downward trend in interest rates, which is expected to support the bond market and contribute to a steady increase in wealth management scale [6][7]. Group 3: Product Strategy and Performance - There is a growing trend towards "fixed income plus" strategies in wealth management products, with a small allocation to equity assets as the stock market shows signs of recovery [9][10]. - Wealth management products focusing on cash management and short-term investments are gaining popularity due to their safety and liquidity, often offering higher yields compared to money market funds [5][9]. - The performance of "fixed income plus" products varies significantly, with some achieving notable returns while others lag behind, indicating a diverse performance landscape within the wealth management sector [9][10].

Group 1 - The core viewpoint is that the current wave of COVID-19 infections is manageable and does not warrant panic, particularly for the elderly with underlying health conditions [1] - The prediction indicates that the current wave is in a ramp-up phase and is expected to conclude by the end of June, lasting approximately 6 to 8 weeks [1] - The symptoms of the current COVID-19 wave are similar to previous ones, with notable symptoms including fever, headache, fatigue, and throat discomfort, with an increase in cough frequency [1] Group 2 - The circulating strain, XDV, is highly transmissible but has relatively lower pathogenicity compared to previous strains [2]

春节过后，中小盘题材股表现活跃，尤其是搭载DeepSeek、人形机器人概念的科技题材股实现暴力拉 升。与此同时，全球科技行业持续升温，人工智能、芯片等领域不断取得技术突破，为A股相关板块注 入想象空间。不过在此期间，持有银行股或相关基金的投资者并未盲目跟风。近期金融领域热点不断， 银行间市场利率波动、金融监管政策调整，都对银行股走势产生潜在影响。 针对后续市场行情，以下几点分析供指数基金ETF投资者参考： 一、回调接近尾声 本周上证指数虽有上涨，但冲高后回落，盘中最高触及3417点。证券、白酒、保险板块协同发力推动指 数突破3400点关口后，市场迅速缩量回调。不过，这并非主力资金出货，更像是一次试盘动作。当前中 小盘股票表现平淡，权重股中仅银行板块涨幅突出，市场整体获利盘有限。 投资者情绪普遍悲观，空仓、轻仓者居多，市场缺乏明显出货迹象。同时，也未出现重大利空消息，大 幅回调的可能性较低。在缩量行情下，市场大概率正在酝酿新方向。若主力资金砸盘，期指交割日顺势 而为效果更佳，但即便白酒、银行等权重板块回调，上证指数也仅微跌。此外，近期国际地缘政治局势 变化、大宗商品价格波动等热点事件，虽未直接引发A股大幅动荡， ...

2025.05. 16 作者 | 第一财经 截至午间收盘，沪指跌0.52%，深成指涨0.08%，创业板指涨0.16%。 盘面上看，PEEK材料、可控核聚变、小米汽车、工业母机、人形机器人等板块涨幅居前；保险、种 业、物流、美容护理等板块跌幅居前。 个股涨多跌少，全市场近3300只个股上涨。 | 全A | 涨 3297 | 平 216 | 跌 1897 | A股成? | | --- | --- | --- | --- | --- | | 序号 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | 1 | 000001 上证指数 | 3363.32 | -17.50 | -0.52% | | 2 | 399001 深证成指 | 10194.21 | 7.76 | 0.08% | | 3 | 05ENF 050668 | 1424.02 | 8.55 | 0.60% | | 4 | 881001 万得全A | 5109.39 | 0.27 | 0.01% | | 5 | 000688 科创50 | 995.06 | -5.91 | -0.59% | | 6 | 399006 创业板指 | 2046.44 | 3. ...

Group 1 - The China Securities Big Data Industry Index decreased by 0.27% as of May 16, 2025, with mixed performance among constituent stocks [1] - Shengshi Technology rose by 1.33%, while Taxfriend Co. led the decline with a drop of 2.92% [1] - The Data ETF (516000) fell by 0.33%, with the latest price at 0.91 yuan, but has accumulated a 1.44% increase year-to-date, outperforming its peers [1] Group 2 - The Data ETF had a turnover rate of 1.7% during the trading session, with a transaction volume of 7.0758 million yuan [1] - The latest share count for the Data ETF reached 457 million, marking a one-month high [1] - Morgan Stanley's report indicated that Alibaba's cloud business growth remains solid despite a slight miss on revenue expectations, with a growth rate of 18% compared to the market's high expectations of 20% [1] Group 3 - The Data ETF and its linked funds closely track the China Securities Big Data Industry Index, focusing on popular sectors such as DeepSeek, AI computing power, and the Hongmeng industrial chain [2] - Key stocks covered include iFlytek, Inspur Information, and Hang Seng Electronics [2]

Core Viewpoint - The research team from Xi'an University of Technology has developed a new paradigm for intelligent simulation scenarios based on DeepSeek, which significantly enhances military simulation capabilities through AI-driven automation [1] Group 1: Technological Advancements - The AI can reconstruct 10,000 possible scenarios in 48 seconds, compared to the traditional 48 hours required by commanders, marking a revolutionary shift in military simulation [1] - The research has led to the development of a new generation intelligent simulation system based on AFSIM, indicating a transition from "data-driven" to "cognitive enhancement" in military simulations [1] Group 2: System Capabilities - The team has successfully built an intelligent simulation system adaptable to dynamic battlefields, achieving a full-link capability upgrade from tactical planning to real-time decision-making [1] - Future efforts will focus on enhancing adaptive RAG driven by reinforcement learning and trustworthy augmentation in human-in-the-loop systems, aiming to create a closed-loop learning system that integrates human experience, machine reasoning, and battlefield validation [1]

Group 1 - The China Securities Big Data Industry Index decreased by 2.40% as of May 15, 2025, with major declines in stocks such as Kehua Data down 7.43% and Aofei Data down 6.55% [1] - The Data ETF (516000) fell by 2.33%, with the latest price at 0.92 yuan, but has seen a cumulative increase of 1.84% over the past two weeks, ranking in the top one-third among comparable funds [1] - The latest net inflow of funds into the Data ETF was 5.6544 million yuan, with a total of 13.5186 million yuan raised over the last seven trading days [1] Group 2 - Tencent Holdings reported Q1 revenue of 180.022 billion yuan, a year-on-year increase of 13%, and an adjusted net profit of 61.329 billion yuan, up 22% [1] - The net cash flow from operating activities for Tencent was 76.9 billion yuan, offset by capital expenditures of 23 billion yuan primarily for AI-related business development [1] - Tencent's CEO, Ma Huateng, emphasized the solid growth of high-quality revenue and the significant contributions of AI capabilities to advertising and gaming businesses [2]

Group 1 - The ChiNext 50 Index has shown a strong increase of 2.42%, with notable gains from constituent stocks such as AVIC Chengfei (+18.95%), Lens Technology (+7.53%), and Sungrow Power Supply (+6.53%) [1] - The ChiNext 50 ETF managed by Harvest has seen a trading volume of 17.9959 million yuan with a turnover rate of 4.71% [4] - The ChiNext 50 ETF has experienced significant growth in scale, increasing by 22.8794 million yuan over the past three months, and its shares have grown by 57 million over the same period [4] Group 2 - The valuation of the ChiNext 50 Index is currently at a historical low, with a price-to-book ratio (PB) of 4.56, which is lower than 84.1% of the time over the past five years, indicating strong value for investors [4] - The top ten weighted stocks in the ChiNext 50 Index account for 64.53% of the index, including companies like CATL, Dongfang Wealth, and Mindray [4] - Recent market trends have shifted towards small-cap growth stocks, driven by themes such as DeepSeek and humanoid robots, with a prevailing focus on small-cap growth styles [4] Group 3 - Short-term economic and trade high-level talks are becoming a focal point, with a positive outlook for A-shares to gradually rise amid fluctuations [5] - Industry allocation recommendations include focusing on AI applications, innovative pharmaceuticals, and the "new consumption" sector within the broader consumer market [5] - Thematic investment suggestions include military industry and self-controlled sectors [5]

Group 1 - The China Securities Big Data Industry Index has seen a strong increase of 1.09% as of May 12, with notable gains in constituent stocks such as Aerospace Hongtu (up 5.33%), Zhongke Xingtong (up 3.49%), and Shiji Information (up 3.40%) [1] - The Data ETF (516000) rose by 0.96%, with the latest price reported at 0.94 yuan. Over the past week, the Data ETF has accumulated a rise of 0.76%, leading its peers [1] - The trading volume for the Data ETF reached 5.0882 million yuan, with a turnover rate of 1.21%. The average daily trading volume over the past week was 23.8212 million yuan [1] Group 2 - Tianfeng Securities' research report anticipates that the core logic for Q2 and the second half of the year will revolve around "Alibaba Chain Ecosystem + Domestic Substitution + AI Application Expansion" [1] - The Alibaba Chain ecosystem is expected to leverage its strong foundation in traffic entry, model capabilities, cloud, and self-owned hardware, along with Tongyi Qianwen's layout in vertical ecosystems in finance and government sectors, potentially becoming the "chain master" for B-end agents in China [1] - The domestic computing power and Xinchuang sector are expected to benefit from policy support for self-control and technological iteration, with a sustained upward trend in prosperity anticipated [1] Group 3 - The Data ETF (516000) and its linked funds closely track the China Securities Big Data Industry Index, focusing on popular concept sectors such as DeepSeek, AI computing power, and the Hongmeng industrial chain, covering well-known stocks like iFlytek, Zhongke Shuguang, Inspur Information, and Hengsheng Electronics [2]