Group 1 - A car accident occurred at South China University of Technology, resulting in one death and one injury [2] - Leshan Commercial Bank is pursuing legal action to recover losses from a loan fraud case amounting to 3.3 billion [3][4] - Apple CEO Tim Cook confirmed his personal investments in Bitcoin and Ethereum but stated that Apple will not accept cryptocurrency for purchases [5] Group 2 - The United Nations confirmed the reactivation of sanctions against Iran, affecting 43 individuals and 78 entities related to its nuclear program [6][7] - A consumer complaint revealed that mooncake ingredients at a supermarket included a banned additive, leading to an investigation [8][9] - Dalian Wanda Group and its founder Wang Jianlin have been restricted from high consumption due to a financial dispute, with total enforcement amounts reaching 5.262 billion [10][11][23] Group 3 - A live-streaming incident involving a social media influencer resulted in a fatal plane crash [12][13] - The trademark issues surrounding Wahaha may prevent its successor from using the brand, leading to the potential rebranding to "Wah Xiao Zong" [15] - The Supreme Court overturned previous convictions in a high-profile case, declaring the defendants not guilty [16][17][18] Group 4 - Longpan Technology's joint venture with CATL has halted production due to a supply chain issue, with expectations to resume in November [20] - Bear Electric is investigating an explosion incident involving its product, which caused severe injuries to a child [21][22] - Tesla plans to mass-produce its Optimus robot by 2026, with a production target of up to 1 million units within five years [31]

这两个月的牛市，彻底点燃了股民们的投资热情。 随着A股冲上3800点的十年新高，8月证券APP月活跃用户规模达1.73亿人，同比大增27.26%，A股的新开户数，更是激增了165%，大家正在跑步入场，生 怕错过这轮行情。 散户很兴奋，经济学家也很兴奋，很多专家都寄希望于，股民们在这轮行情里面赚到钱，然后投入消费，拉动制造业、促进经济循环，然后一切都好起来 了。 其实，专家还是太保守了，赚没赚钱另说，这届股民已经开始消费了 ——花钱买装备。 01 炒股装备，卷到极致 现在你去社交媒体或者电商平台上，搜"炒股必备"这个关键词，弹出来可能不是什么《股市快速入门》书籍，而是各种各样的特制炒股外设。 其中有价值七八千块的连屏组合电脑，4到6块屏幕拼在一起，显示范围大大拓展，盯盘能力也大幅提升。 你买了这东西，可以一个屏幕看大盘走势，几个屏幕看不同个股的详情，你也可以同时盯海内外几个不同市场，或者把股市、黄金、期货的行情都摆在面 前1，完全不需要再切来切去。极限微操炒股选手，也可以再从每一块大屏里面分出N个小屏显示K线，一套组合下来，你能同时盯上90来支股票的走势。 而七八千块，还只是入门的价格，很多商家都在疯狂堆"听起 ...

仓位上，过节持仓没有量化，看你个人，上周五早盘也讲了。大方向没问题，10月有规划会议，降息，对于手里的，看懂逻辑，守好自己的一亩三分地， 等待发芽。到时候科技后排，产业链延伸涨起来之后。记得随走随撤，一步步来。具体大的节奏，风格上有变换，咱们再根据行情做配置就行。继续多唠 叨一句，继续区分好，中大市值趋势推动资金，和小盘股的量化和游资手法的不同。 针对节前2天，节后2天，看图，大概率还是走震荡节奏。对于方向，我们其实很清晰，未来必然走向上。毕竟总队给的方向也是，所以调整的空间有限。 趋势必然是看多做多。所以短线从那篇关键文章就说了。大跌要敢于做布局。短期震荡就是为了更好的筹码交换。必然2万多亿的市场，不会冷下来。着 眼好后期即可。 目前震荡24天了。市场想要摆脱震荡，从技术形态讲，必然要突破上面的趋势，在这个信号没出来前，就继续按照震荡应对。而下方的支撑，3800点，和 60日线在上靠慢慢会形成共振。所以靠近这俩区间，就没什么问题【靠近3700点的概率比较小】中期趋势是具有延续性的，不会轻易掉头，牛市不要频繁 猜顶，不要每次一跌就怀疑，一看有利好消息就追涨，因为多数情况是反着来的。目前指数跌破20日均线。在线 ...

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明 示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱：news_center@staff.hexun.com 与此同时，洪灏也表示相信年轻人还需要做更多的股票投资。"如果你的钱存在银行里，它就失去了复利增长的机会。"他举例表示，"巴菲特很成功，但是 他绝大部分财富都是在他50岁以后增长的，因为他不断地积累、积累、积累，通过复利积累了财富。年轻人可以有很多机会犯错，犯错了还可以从头再 来。" 格隆汇9月28日｜著名经济学家洪灏此前表示此轮牛市是"单身牛"，他近日进一步解释称："我只是在做一个比喻，就是说大家存钱存了很久，辛辛苦苦的， 为什么不投一点股市呢，大概是这个意思。当然也反映了一个社会现象，现在年轻人的确是进入了低欲望的社会，不像以前那么喜欢买名牌了，也会导致可 支配的收入用作别的用途。" ...

Market Overview - The three major indices experienced slight increases during the week from September 22 to September 26, with the Shanghai Composite Index closing at 3828.11 points, a weekly increase of 0.21% [1] - The Shenzhen Component Index closed at 13209.00 points, with a weekly increase of 1.06% [1] - The ChiNext Index closed at 3151.53 points, reflecting a weekly increase of 1.96% [1] Trading Volume and Value - The total trading volume for the week in the Shanghai and Shenzhen markets was 6759.59 billion shares, a decrease of approximately 15.25% from the previous week [1] - The total trading value was 114606.56 billion yuan, with an average daily trading amount of 22921.41 billion yuan, down about 7.98% from the previous week [1] Individual Stock Performance - A total of 1649 stocks rose, while 3729 stocks fell, and 57 stocks remained flat during the week [3] - The top ten stocks with the largest gains included Jianfa Zhixin, Xinhua New Materials, and Haocreative Technology, among others [3][4] - The top ten stocks with the largest declines included Borui Pharmaceutical, Xiangjiang Holdings, and Haotaitai, among others [5] Market Sentiment and Future Outlook - The market is experiencing a clear differentiation between large-cap and small-cap stocks, with large-cap stocks frequently reaching new highs [6] - The upcoming National Day holiday and the end of the quarter may lead to a decrease in market activity, with investors considering whether to hold stocks or cash during the holiday [6][7] - Institutions suggest that the market may see a decline in risk appetite as funds seek to avoid uncertainty before the holiday [7] - The recent approval of the IPO application for Moer Thread Technology, a company known for its GPU products, reflects strong policy support for key sectors like semiconductors and AI [9] Upcoming Events - The National Day holiday transportation period will begin on September 29 and last until October 10 [10] - The National Bureau of Statistics will release the official manufacturing PMI on September 30, which is crucial for assessing economic conditions [10]

格隆汇9月28日｜聊到近期业内"投资白酒还是投资科技"的争议，莲华资产管理有限公司管理合伙人洪 灏表示，这是两种不同的投资哲学，并没有高低之分。但是，投资白酒等对社会进步的推动作用较小， 远没有投资科技符合时代向前的需要，也没有投资科技那么"振奋人心"。 由凤凰卫视、凤凰网主办的"凤凰湾区财经论坛2025"在广州举行。本届论坛以"新格局·新路径"为主 题，汇聚全球政商学界精英，共同洞察变局脉络、探寻发展新机。在论坛期间，他发表"相信牛市真的 到来""每十年中国都会出现一波史诗级的牛市"等观点，引发热烈讨论，同时也让人们好奇他的更多看 法。 (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 他举例表示，当前机器人和人之间的区别正在快速缩小，交通领域也出现了可以集陆空出行场景于一体 的飞行汽车，"这些都是我们小时候看科幻小说中会出现的东西，没有想到现在已经成为现实，我相信 投资科 ...

Market Overview - The three major indices experienced slight increases during the week from September 22 to September 26, with the Shanghai Composite Index closing at 3828.11 points, a weekly increase of 0.21%, the Shenzhen Component Index at 13209.00 points, up 1.06%, and the ChiNext Index at 3151.53 points, up 1.96% [1] Trading Volume and Activity - The total trading volume in the Shanghai and Shenzhen markets was 6759.59 billion shares, a decrease of approximately 15.25% from the previous week. The total trading value was 114606.56 billion yuan, with an average daily trading amount of 22921.41 billion yuan, down about 7.98% from the previous week [2][3] Stock Performance - A total of 1649 stocks rose, while 3729 stocks fell, and 57 stocks remained flat during the week [3] - The top ten stocks with the largest gains included Jianfa Zhixin, Jinhua New Materials, Haocreat Technology, and others, with Jianfa Zhixin seeing a five-day increase of 325.53% [4][5] - Conversely, the ten stocks with the largest declines included Borui Pharmaceutical and Xiangjiang Holdings, with Borui Pharmaceutical experiencing a five-day decrease of 38.36% [6] Market Sentiment and Predictions - Recent market trends indicate a clear divergence between large-cap and small-cap stocks, with large-cap stocks frequently reaching new highs. For instance, Huagong Technology achieved 18 new highs in the last 30 trading days, with a total market value of 927.1 billion yuan [7] - The upcoming week is expected to be influenced by the National Day holiday, with only two trading days remaining. Market sentiment appears to be cooling, as indicated by trading volumes [7][8] Institutional Insights - Financial institutions have noted that ahead of the holiday, some funds may seek to reduce positions to avoid uncertainty, leading to a potential decrease in market risk appetite. The market is expected to remain volatile, with a focus on sectors such as chemical fibers, aerospace, automotive, and wind power equipment for investment opportunities [9][10] IPO Developments - A significant event occurred with the successful IPO application of Moer Thread Technology, known as the "domestic Nvidia," which passed the review by the Shanghai Stock Exchange. This reflects strong policy support for key sectors such as semiconductors and AI computing [11][12] Upcoming Events - Key upcoming events include the start of the National Day holiday transportation on September 29 and the release of the official manufacturing PMI by the National Bureau of Statistics on September 30, which could indicate economic recovery if it rises above the neutral level of 50 [13][14][15]

莲华资产管理有限公司管理合伙人洪灏出席本次论坛。在论坛期间，他发表"相信牛市真的到来""每十年中国都会出现一波史诗级的牛市"等观点，引发热烈 讨论，同时也让人们好奇他的更多看法。主题发言后，他应邀与凤凰网财经进行更深入的对话。 此前，洪灏曾表示此轮牛市是"单身牛"。本次对话中，他回应"单身牛"在网络上引发的讨论表示，话语中有玩笑成分。 "我只是在做一个比喻，就是说大家存钱存了很久，辛辛苦苦的，为什么不投一点股市呢，大概是这个意思。当然也反映了一个社会的现象，现在年轻人的 确是进入了低欲望的社会，所以也不像以前那么喜欢买名牌了，也会导致可支配的收入用作别的用途。" 与此同时，他也表示相信年轻人还需要做更多的股票投资。"如果你的钱存在银行里，它就失去了复利增长的机会。" 他举例表示，"巴菲特很成功，但是他绝大部分财富都是在他50岁以后增长的，因为他不断地积累、积累、积累，通过复利积累了财富。年轻人可以有很多 机会犯错，犯错了还可以从头再来。" 凤凰网财经讯 9月23-24日，由凤凰卫视、凤凰网主办的"凤凰湾区财经论坛2025"在广州举行。本届论坛以"新格局·新路径"为主题，汇聚全球政商学界精 英，共同洞察变局脉络 ...

Core Viewpoint - The "Phoenix Bay Area Financial Forum 2025" held in Guangzhou focuses on the theme "New Pattern, New Path" and aims to explore development opportunities amidst changing circumstances [1] Group 1: Forum Insights - The forum gathered global political, business, and academic elites to discuss the evolving landscape and seek new development paths [1] - Hong Hao, managing partner of Lianhua Asset Management, expressed optimism about the arrival of a bull market, stating that every decade in China sees an epic bull market [2][3] Group 2: Market Sentiment - Hong Hao emphasized that a significant bull market not only brings profits to investors but also alters future expectations, which is crucial for economic and technological advancement [3] - He highlighted the importance of "animal spirits" in the market, suggesting that a lack of willingness to take risks is detrimental to societal progress [3]

Market Performance - The A-share market showed mixed results with the Shanghai Composite Index increasing by 0.21%, the Shenzhen Component rising by 1.06%, the CSI 300 up by 1.07%, and the ChiNext Index gaining 1.96% for the week [1] - Key sectors that performed well include electric power equipment, non-ferrous metals, semiconductors, chips, and memory storage, while sectors like optical modules (CPO), copper-clad laminates, tourism, and duty-free shops lagged [1] Hong Kong Market - The Hang Seng Index decreased by 1.57%, the Hang Seng Tech Index fell by 1.58%, and the Hang Seng Healthcare Index dropped by 2.79%, indicating a phase of high-level fluctuations in the Hong Kong market [2] Investment Opportunities - A brokerage firm suggested that a true bull market has not yet begun, with potential opportunities arising from the easing of liquidity constraints and a possible rebound in Hong Kong stocks that have been stagnant [4] - The People's Bank of China emphasized the need for appropriate monetary policy and counter-cyclical adjustments, signaling a supportive environment for investment [4] ETF and Fund Performance - The recent surge in ETFs continues, with the second batch of 14 science and technology bond ETFs seeing five reach over 10 billion yuan in assets [5] - Active equity funds have shown remarkable performance, with several funds achieving over 200% returns since September 2022 [5] U.S. Market Indicators - The U.S. core PCE price index rose by 2.9% year-on-year and 0.2% month-on-month, aligning with expectations and potentially influencing the Federal Reserve's interest rate decisions [5] - The U.S. stock market experienced adjustments, with the S&P 500 and Nasdaq both declining, while small-cap stocks performed relatively well [5]