日经225指数收平，报49303.45点。 周二，超长期日本国债收益率进一步攀升，随著市场对加息的押注升温，投资者担心这可能削弱日本投 资者对美国及其他国家政府债券的需求。30年期日本国债收益率盘中上涨2个基点，至3.410%，创下该 债券的历史新高。20年期国债收益率早些时候上涨1.5个基点，至2.905%，为1999年6月以来的最高水 平。 周二，超长期日本国债收益率进一步攀升，随著市场对加息的押注升温，投资者担心这可能削弱日本投 资者对美国及其他国家政府债券的需求。30年期日本国债收益率盘中上涨2个基点，至3.410%，创下该 债券的历史新高。20年期国债收益率早些时候上涨1.5个基点，至2.905%，为1999年6月以来的最高水 平。 日本已成为全球市场的焦点，因为在全球其他国家的央行（包括美联储）纷纷降息之际，日本央行却一 直在加息。新冠疫情过后，日本通胀一直居高不下，扭转了这个全球第三大经济体数十年来的物价压力 温和局面。这一转变，加上日本国内新的政治动荡，已令固定收益投资者感到不安。周一，日本央行行 长植田和男表示，该央行将在12月18日至19日召开的会议上深入讨论加息的可能性。 被视为全国趋势 ...

Core Insights - The report indicates a significant net redemption of 40.51 billion yuan in stock ETFs during the week of November 24 to November 28 [1] - Among broad-based ETFs, the Shanghai 50 ETF saw the highest net subscription of 2.56 billion yuan, while the consumer sector ETF experienced the least net redemption of 734 million yuan [1] - The dividend ETF had the highest net subscription among thematic ETFs, amounting to 1.236 billion yuan [1] Group 1: ETF Performance - The report highlights that the valuation percentiles for the ChiNext ETFs are relatively low compared to other categories [1] - In terms of sector performance, the consumer and large financial sector ETFs have moderate valuation percentiles [1] - Among specific themes, the liquor ETF is noted to have a relatively low valuation percentile [1] Group 2: Bond Market Activity - Despite recent adjustments in the bond market, the Sci-Tech bond ETFs remain active and continue to attract capital [1] - Data from Wind shows that on November 28, the Sci-Tech bond ETF had the highest net inflow of funds, reaching 1.436 billion yuan, with Tianhong's Sci-Tech bond ETF attracting over 100 million yuan [1]

Core Insights - The article highlights the top-performing stocks in the S&P China A-Share Dividend Opportunity Index, showcasing significant daily and year-to-date gains along with dividend yields [1]. Group 1: Stock Performance - The top stock, Semir Apparel (002563.SZ), experienced a daily increase of 10.05% and a year-to-date gain of 3.81%, with a dividend yield of 8.24% [1]. - Zhongchuang Logistics (603967.SH) saw a daily rise of 6.77% and a substantial year-to-date increase of 31.43%, with a dividend yield of 5.20% [1]. - Zhongyuan Marine Energy (600026.SH) reported a daily gain of 6.71% and a year-to-date increase of 13.45%, with a dividend yield of 3.11% [1]. Group 2: Notable Year-to-Date Performers - Zhongchuang Zhiling (601717.SH) achieved a remarkable year-to-date gain of 97.46%, with a daily increase of 5.54% and a dividend yield of 4.92% [1]. - Yiyi Co., Ltd. (001206.SZ) also showed impressive performance with a year-to-date increase of 98.51%, alongside a daily rise of 4.45% and a dividend yield of 2.74% [1]. - Xiamen Bank (601187.SH) had a year-to-date gain of 36.49%, with a daily increase of 5.17% and a dividend yield of 4.34% [1].

格隆汇12月1日丨顺丰控股(002352.SZ)公布，公司自2025年9月3日起开始实施回购。截至2025年11月30 日，公司通过股份回购专用证券账户以集中竞价方式回购公司A股股份32,514,989股，回购总金额约为 人民币1,299,892,981.76元（不含交易费用），回购股数占公司目前总股本0.65%，平均成交价为人民币 39.98元/股（最高成交价为人民币42.23元/股，最低成交价为人民币38.82元/股）。 MACD金叉信号形成，这些股涨势不错！ ...

Group 1 - The article highlights the top 20 stocks in the S&P China A-Share Dividend Opportunity Index, showcasing their daily and year-to-date performance along with dividend yields [1] - 常宝股份 (002478.SZ) leads with a daily increase of 6.26% and a year-to-date increase of 53.96%, with a dividend yield of 2.97% [1] - 德业股份 (605117.SH) and 沪农商行 (601825.SH) also show strong performance, with year-to-date increases of 39.92% and 16.03% respectively, and dividend yields of 4.89% and 4.74% [1] Group 2 - The list includes companies with varying performance, such as 森马服饰 (002563.SZ) which has a year-to-date decrease of 5.67% but a high dividend yield of 8.45% [1] - Other notable mentions include 思维列控 (603508.SH) with a year-to-date increase of 44.43% and a dividend yield of 11.71%, indicating strong investor interest [1] - The overall trend suggests a positive sentiment in the market, as indicated by the MACD golden cross signal formation, which is associated with bullish stock movements [3]

12月1日，深交所发布关于深港通下的港股通标的证券名单调整的公告。因赛力斯（09927）在香港市场 价格稳定期结束且相应A股上市满10个交易日，根据《深圳证券交易所深港通业务实施办法》的有关规 定，港股通标的证券名单发生调整并自2025年12月01日起生效。 MACD金叉信号形成，这些股涨势不错！ ...

Group 1 - The A-share market for lithium mining stocks is experiencing a strong upward trend, with several companies nearing their daily price limits [1] - Major gainers include Dazhong Mining approaching the limit, Shengxin Lithium Energy rising over 8%, and Guocheng Mining, Yahua Group, and others increasing by over 5% [1] - The overall market sentiment is positive, indicated by the MACD golden cross signal formation, suggesting a favorable outlook for these stocks [2] Group 2 - Dazhong Mining has a market capitalization of 47.4 billion and has increased by 270.25% year-to-date [2] - Shengxin Lithium Energy has a market capitalization of 32.6 billion with a year-to-date increase of 158.49% [2] - Other notable companies include Guocheng Mining with a market cap of 29.4 billion and a year-to-date increase of 114.30%, and Yahua Group with a market cap of 25.7 billion and a year-to-date increase of 91.27% [2]

Summary of Key Points Core Viewpoint - On November 27, several A-share listed companies disclosed their shareholding changes, with notable increases in holdings from some companies and reductions from others, indicating varying levels of confidence among stakeholders in the market [1]. Group 1: Shareholding Increases - Mindray Medical's actual controller and chairman, Li Xiting, plans to increase his stake in the company by 200 million yuan [2]. - Everbright Bank saw Citic Financial Assets increase its holdings in both A-shares and H-shares by a total of 1% from July 24 to November 27 [2]. - MaiDe Medical's chairman and actual controller, Lin Junhua, proposed a share buyback plan ranging from 20 million to 40 million yuan [2]. Group 2: Shareholding Reductions - Yonghe Intelligent Control's shareholders plan to collectively reduce their holdings by no more than 3.29% [2]. - Perfect World’s actual controller, Chi Yufeng, intends to reduce his stake by no more than 1.70% [2]. - XueNeng Technology's shareholder, Shanghang Xingyuan, plans to reduce holdings by no more than 1.6816% [2]. - Hongxiang New Materials' controlling shareholder, Hongbo Chemical, has cumulatively reduced its stake by 3% recently [2]. - Nearshore Protein's shareholders plan to collectively reduce their holdings by no more than 0.1997% [2]. - Aerospace Hongtu's director and executive, Huang Yongbo, plans to reduce his stake by no more than 0.0019% [2]. - Yidelong's shareholder, Wang Ming, intends to reduce his holdings by no more than 2% [2]. - Zhongman Petroleum's shareholders plan to collectively reduce their holdings by no more than 3% [2]. - Innovation New Materials' shareholder, Hualian Group, plans to reduce its stake by no more than 1% [2]. - Saiwei Electronics has seen the National Integrated Circuit Industry Investment Fund reduce its holdings by 6.4278 million shares [2]. - Zhongzhi Technology's shareholder, Zhongzhi Investment, plans to reduce its stake by no more than 0.76% [2]. - Jiangsu Boyun's shareholder, Lansan Venture Capital, intends to reduce its holdings by no more than 1% [2]. - Huasheng Lithium's deputy general manager, Zhang Conghe, plans to reduce his stake by no more than 0.31% [2]. - Huasheng Electric's shareholder, Dunxing Jucai, reduced its holdings by 444,500 shares between November 25 and 27 [2]. - Matrix Technology's shareholder, Li Jun, plans to reduce his stake by no more than 0.22% [2].

Core Insights - The initiative "UP向上，投资有温度" by 中信保诚基金 aims to provide comprehensive wealth management support for investors throughout their life cycle through systematic financial knowledge dissemination and professional investment decision-making [1] Group 1: Market Conditions and Investor Behavior - Investors are currently facing uncertainty in the market, leading to common questions about whether to sell funds after recovering losses or how to select funds amidst market fluctuations [3] - A prevalent issue among investors is the cycle of buying when prices rise and selling when they fall, often driven by emotional responses rather than the underlying investment products [5] Group 2: Investment Strategies and Tools - To build a more resilient investment portfolio, the event introduced practical tools and concepts to shift from "feeling-based investing" to "data-driven decision-making" [6] - The "correlation coefficient" is highlighted as a key indicator for measuring asset interdependence, emphasizing the importance of diversification to avoid concentrated risk [7] - The "KDJ indicator" is presented as a tool for gauging market sentiment, particularly noting that a negative J value may indicate a potential buying opportunity for long-term investors [10] Group 3: Core Asset Selection - The 中证A500 index is recommended as an ideal core asset for ordinary investors due to its risk diversification, transparency, and low cost, representing a broader view of the Chinese economy [8] - Since its inception, the 中证A500 index has shown a growth of 454.81% with an annualized volatility of 8.83%, covering 35 secondary and 91 tertiary industries, thus providing a comprehensive representation of China's economic transformation [9] Group 4: Investment Philosophy - The event concluded with the notion that investment success relies more on discipline and philosophy rather than luck, advocating for a diversified asset allocation that aligns with individual risk tolerance [11]

责任编辑：郭栩彤 MACD金叉信号形成，这些股涨势不错！ ...