挪威主权财富基金首席执行官：我们尚未大规模购入股票，但如果个别投资组合经理希望的话，仍然能 够增加购买。 ...

AI基金招商康泰混合（002103）披露2025年一季报，第一季度基金利润56.05万元，加权平均基金份额本期利润0.0046元。报告期内，基金净值增长率为 0.51%，截至一季度末，基金规模为9289.59万元。 该基金属于灵活配置型基金。截至4月18日，单位净值为0.781元。基金经理是李华建，目前管理2只基金近一年均为正收益。其中，截至4月18日，招商中国 机遇股票近一年复权单位净值增长率最高，达3.3%；招商康泰混合最低，为2.76%。 基金管理人在一季报中表示，股票投资方面，重点投资的行业有半导体、电子、计算机、机器人、高端装备制造等方向。尽管美国关税政策带来较大的外部 不确定性，但国内宏观环境较为稳定，宏观政策有储备，经济增长信心恢复，房地产市场趋于平稳，整体市场的系统性风险相对有限。在这样的宏观环境 下，随着风险情绪的释放，具有成长性的个股有望获得更好的表现。 截至4月18日，招商康泰混合近三个月复权单位净值增长率为-1.02%，位于同类可比基金63/108；近半年复权单位净值增长率为-0.26%，位于同类可比基金 52/108；近一年复权单位净值增长率为2.76%，位于同类可比基金46/108 ...

4月8日，中国台湾女星贾静雯出席活动被问及股票受损情况，她透露自己属于保守型投资客，没有投太多 资金在股票，并没有提及确切损失金额，但强调没有蒸发到七八位数，"受灾我真的还好。" 对于股市投资，贾静雯自己谨记股神巴菲特传授的投资心法。"不卖就好像还好，当存钱，没有想要时时 刻刻关心。"她说。 责编：汪云鹏 校对：苏焕文 百万用户都在看 A股重磅！上市公司，集体行动！商务部最新发声 沪深北三大交易所联合发布！程序化交易监管最新动态！ 利空！大幅下调！美股，2天暴跌47万亿！ 今夜，集体拉升！重磅时刻，来袭！ 午后，突然大跳水！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 贾静雯，1974年10月7日出生于中国台湾省台北市，祖籍中国天津市，中国台湾华语影视女演员、节目主 持人。2002年，在武侠剧《倚天屠龙记》中饰演"赵敏" ；凭借该剧赢得颇高关注度。 来源：大象新闻综合新浪娱乐、南昌晚报 ...

据此前报道，2022年张钧甯砸下6016万台币（约1329万人民币）买下某股票，被预估获利上亿元台币，如今该 股票跌停，不过对张钧甯来说没有亏损，只是获利缩水。 网传张钧甯持有的某股票7日暴跌，账面价值瞬间蒸发3900万新台币（约862万人民币）。对此，张钧甯也透过 经纪公司回应："投资是个人行为，经纪公司也不会过问，谢谢关心。" | 百万用户都在看 | | --- | | A股重磅！上市公司，集体行动！商务部最新发声 | | 沪深北三大交易所联合发布！程序化交易监管最新动态！ | | 利空！大幅下调！美股，2天暴跌47万亿！ | | 今夜，集体拉升！重磅时刻，来袭！ | | 午后，突然大跳水！ | 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 来源：上游新闻 责编： 罗晓霞 校对：祝甜婷 ...

Core Viewpoint - The article highlights the proactive measures taken by various companies and institutions in the Chinese capital market to stabilize and enhance investor confidence amid market fluctuations, indicating a strong belief in the long-term growth of the Chinese economy. Group 1: Company Actions - China Electronics Technology Group announced a stock buyback exceeding 20 billion yuan, demonstrating confidence in the long-term economic outlook [1] - Contemporary Amperex Technology Co., Ltd. plans to repurchase shares worth no less than 40 billion yuan and up to 80 billion yuan for employee incentive plans [3] - Central Huijin, China Chengtong, and China Guoxin have also announced stock purchases to support the stability of the capital market [5] Group 2: Market Reactions - On April 7, following the Qingming Festival, Asian stock markets experienced declines, with significant drops in the Nikkei 225 and the KOSPI, leading to a collective pullback in A-shares [7] - The total trading volume in the market reached approximately 1.62 trillion yuan, an increase of 460 billion yuan from the previous trading day [7] - Analysts suggest that the A-share adjustment is primarily driven by overseas pessimism, with a potential overlap of easing policies between the US and China later this year [7] Group 3: Institutional Investment - Central Huijin has increased its holdings in exchange-traded funds (ETFs), indicating a commitment to maintaining market stability [10] - The trading volume of ETFs surged to 332.14 billion yuan, marking a significant increase of nearly 30% from the previous trading day [10][11] - Major ETFs, such as the Huatai-PineBridge CSI 300 ETF, recorded substantial trading volumes, with the highest reaching 243.15 billion yuan, the third-highest daily volume in its history [11] Group 4: Investment Strategies - Institutions are taking advantage of market volatility by increasing their positions in undervalued stocks, particularly in the consumer and healthcare sectors [14][17] - Analysts recommend focusing on sectors with lower correlation to tariff impacts, such as aerospace, animal health, and high-end manufacturing, as potential beneficiaries of policy changes [17]

Group 1 - The core viewpoint emphasizes that bank stocks, often perceived as dull and stable, possess unique advantages that merit thorough research [1][2] - One significant advantage of investing in bank stocks is their stable dividends, with major banks like Industrial and Commercial Bank of China maintaining an average dividend yield of 4% to 5% over the past decade [2][5] - Bank stocks generally exhibit price stability, with examples like China Construction Bank showing minimal price fluctuations even during unfavorable market conditions, making them appealing for risk-averse investors [2][5] Group 2 - Bank stocks are often priced below their net asset value, providing a safety net for investors as the downside risk is limited compared to overvalued stocks [3][5] - Recent performance indicates a notable upward trend in bank stocks, exemplified by China Merchants Bank's stock price increasing by approximately 50% from its low to high within a few months [3][5] - Despite the overall stability of bank stocks, market conditions can still impact their performance, as seen during the initial outbreak of the COVID-19 pandemic [4][5] Group 3 - Performance can vary significantly among different banks, with smaller regional banks potentially facing greater volatility due to local economic conditions and management strategies [4][5] - Investors should conduct thorough research on financial statements, operational strategies, and regional economic factors when selecting bank stocks to mitigate risks [4][5]

联邦政府罕见为公司背书，美国商务部长公开"推销"特斯拉股票。 当地时间周三晚，美国商务部长霍尔德·卢特尼克（Howard Lutnick） 在福克斯新闻频道上公开呼吁投资者购买特斯拉股票，称创始人马斯克是他见过的"最值 得押注的人"： "如果你想在今晚的节目中学到什么，那就是'买入特斯拉'。它的股票现在便宜的简直不可思议，再也不会这么便宜了。" 据媒体报道，卢特尼克可能从此番发言中获益：截至去年年底，他创立的金融公司Cantor Fitzgerald账面上拥有近3亿美元的特斯拉股票。 尽管卢特尼克曾在在1月29日的任命听证会表示将在90天内出售他的所有持股，但相关文件信息并未公开。 前所未有的背书 卢特尼克公开"推销"特斯拉股票的举动引发大量争议。 德克萨斯大学奥斯汀分校教授Henry W. Brands对此表示震惊，并评论称： "总统及其下属长期以来一直是整体经济的啦啦队， 但我不记得有任何一届政府公开为特定公司背书的例子。" 前美国总统小布什政府的首席伦理律师Richard Painter表示，按照法律规定，公职人员参与此类活动，将违反"禁止联邦工作人员以官方身份推进私人利 益"的行为准则。 圣路易斯华盛 ...

以下文章来源于华商韬略 ，作者华商韬略 华商韬略 . 聚焦标杆与热点、解构趋势与韬略 作者：毕亚军 来源：华商韬略（ID：hstl8888） 刚刚，香港地产巨头恒基兆业公布，集团创办人李兆基 3月17日 黄昏在家人陪伴下逝世，享年97 岁。 李兆基是至今为止于全球财富排行中站位最高的华人企业家。在1995、1996、1997年的《福布斯》富 豪榜上，他连续三年成为华人首富、亚洲首富，并居全球第四的高位。若从7岁接触生意开始算，他 已整整从商90年。 01 李兆基1928年生于广东顺德一个富裕家庭，因在家中排行第四，被香港人称为"四叔"。 经营一门生意，一定要懂得这门生意的关键并掌握核心，是李兆基10来岁就已悟出并实践的道理。当 时—— 李兆基没有直接反驳父亲，但自作主张地展开了行动。 他和炼金师傅打成一片，暗地里学习他的手艺，并很快学会了整套本事。 当炼金师傅又一次伸手，李兆基将其抓了个现行，理直气壮地要采取惩罚措施。对方果然以不干了为 由要挟他，他则大方地说： 这样最好，反正你会的我已经都会。 02 1948年，20岁的李兆基在战乱中带着1000块大洋只身前往香港，从黄金买卖开端，一步步将生意拓展 到外币找 ...

来源|中国基金报 3 月17日，"股神"巴菲特旗下伯克希尔·哈撒韦公司增持了日本五大商社的股份。受此刺激，日本五大商社股价全线拉升，截至收盘，五大商社集体收 涨，其中三菱商事、住友商事分别上涨2.69%、2.66%，明显跑赢日股大盘。 在股东信中，巴菲特还赞扬了日本商社适时增加股息、审慎回购股票的做法，以及相比美国同行更为克制的高管薪酬政策。 根据日本财务省的文件，伯克希尔增持了对三菱商事、丸红、三井物产、伊藤忠商事以及住友商事的持股。这一消息发布之前，巴菲特在上个月的年度股 东信中表示，正寻求进一步增持这些商社的股份。 最新监管文件显示，巴菲特旗下伯克希尔·哈撒韦公司大举增持日本五大商社股份，具体来看： 对伊藤忠商事的持股比例从7.47%升至8.53%； 对住友商事的持股比例从8.23%升至9.29%； 对丸红株式会社的持股比例从8.30%升至9.30%； 对三菱商事的持股比例从8.31%升至9.67%； 对三井物产的持股比例从8.09%升至9.82%。 巴菲特最初于2020年买入这些商社的股份，并在2023年6月进一步增持。他最初同意将持股比例控制在10%以下，但在年度股东信中表示，这些商社已同 意"适度 ...

Group 1 - The core viewpoint of the article emphasizes that successful long-term stock investors often share common traits that contribute to their longevity and investment success [2][3][4][5][6][7][8] Group 2 - Good mindset is crucial for stock investors, helping them to manage emotions like greed and fear, which leads to better decision-making and overall well-being [2] - Strict self-discipline is essential, as it allows investors to adhere to investment plans and maintain healthy lifestyles, contributing to both financial and physical health [3] - Continuous learning and critical thinking are necessary for adapting to market changes, which not only aids in investment decisions but also promotes cognitive health [4] - A rich personal life outside of investing, including hobbies and social interactions, enhances mental health and life satisfaction, further supporting longevity [5] - Superior material conditions, such as access to better healthcare and living environments, significantly improve quality of life and reduce health risks [7] - An optimistic and resilient spirit helps investors to remain positive in the face of challenges, which is linked to better health outcomes and life quality [8]