中山大学高分领跑 对外经贸紧随其后 上财复旦接续发力 对抗升级，万众瞩目！ 由中国证券投资基金业协会指导 中国证券报主办的 第三届大学生基金知识竞赛 小组赛B组第三场、第四场 于12月23日正式播出 | | B组 | | | | --- | --- | --- | --- | | 第一场 | 对外经济贸易大学-招商基金 复旦大学-东方红资产管理 | 12月22日 | 10:00 | | | 中山大学-易方达基金 | | | | 第二场 | 对外经济贸易大学-招商基金 上海财经大学-兴证全球基金 | 12月22日 | 14:00 | | | 中山大学-易方达基金 | | | | 第三场 | 对外经济贸易大学-招商基金 复旦大学-东方红资产管理 | 12月23日 | 10:00 | | | 上海财经大学-兴证全球基金 | | | | 第四场 | 复旦大学-东方红资产管理 上海财经大学-兴证全球基金 | 12月23日 | 1 4:00 | | | 中山大学-易方达基金 | | | 第三届大学生基金知识竞赛纳入"一司一省一高校"投资者教育活动，旨在帮助高校学生普及基金投资常识，拓宽金融视野，传播正确的风险管理理念，引 ...

Core Insights - The individual has retired after over 43 years in investment research, now operating independently to provide actionable investment insights [1] - The focus is on rules/factor-based equity investing strategies, emphasizing the use of numbers to inspire human intelligence-driven investment stories rather than serving the numbers themselves [1] - The approach combines factor analysis with classic fundamental analysis to uncover the true story of a company and its stock, highlighting the importance of future potential over past data [1] Experience and Background - The individual has extensive experience covering a wide range of stocks, including large cap, small cap, micro cap, value, growth, and special situations [1] - Previous roles include managing a high-yield fixed-income fund and conducting research on quantitative asset allocation strategies, contributing to the development of Robo Advising [1] - The individual has authored two books on stock selection and analysis and has a passion for investor education, having conducted numerous seminars [1]

（扫码观看直播） （1）北交所市场核心特点 （2）北交所未来投资机会 （3）北交所投资存在风险 "投教领航"投资者教育网络课程是由陕西证监局指导，陕西投资者教育领航者联盟主办，21家成员单位 共同参与，深圳市全景网络有限公司、全景投资者教育基地承办的公益性投教网络课程。 本期是2025年系列投资者教育网络课程第三季第11期，将于12月10日（星期三）15:00开播。本期课程 主题是：北交所市场持续扩容，活力不断增强。将由招商证券股份有限公司财富管理部行业比较与配置 首席卢国昆为各位投资者对以下内容进行介绍： 据了解，陕西投资者教育领航者联盟（以下简称"联盟"）是由辖区行业自律组织、投资者教育基地、证 券期货经营机构、上市公司、媒体共21家单位联合成立的致力于提高辖区投教工作水平的公益性合作机 构。在监管部门和行业协会指导下，通过联盟成员间的优势互补、资源共享，促进投资者教育质量和服 务成效的共同提高，实现投资者教育工作的共同进步、共同成长，为辖区资本市场健康持续稳定发展服 务。为进一步帮助投资者了解规则、辨识风险，持续引导投资者树立理性、价值、长期投资理念，培育 理性、成熟的投资者，2025年联盟成员开展投教 ...

本期招财号高流量作品仍以图文类型的轻量化内容为主，其中，福利类内容占主流。 本期为基金社交媒体指数（2025年10月）。 本期为基金社交媒体指数（2025年10月）。 10月基金总榜Top3分别为富国基金、华夏基金、中欧基金。本期新上榜机构有长城基金（Top17）、长信基金（Top19）、平安基金（Top20），兴证全球基 金（9月Top14）、景顺长城基金（9月Top15）、汇丰晋信（9月Top19）掉出榜单。 抖音平台本期上榜作品集中于两大主线：节日情感营销与轻量化投资者教育，体现出基金公司在内容策略上对用户情绪共鸣与理财认知提升的双重关注。恰 逢中秋、国庆双节，多家机构结合团圆、家国等主题推出系列内容，以情感化表达拉近与用户距离，如富国基金合唱团IP推出《月亮之歌》向祖国、用户表 达节日祝福；南方基金围绕中秋佳节制作视频，传递团圆安康的祝愿，并搭配互动活动提升用户参与度。投资者教育相关作品方面，多个账号通过通俗易 懂、趣味性的方式讲解投资知识，如反诈提示、定投策略、投资价值观等，提升用户理财认知。具体来看，万家基金解读"存款搬家现象"，分析其成因、资 金流向与市场影响，为用户资产配置提供参考，获1.3万 ...

Core Insights - The article discusses the author's transition to independent investment research after over 43 years in the industry, emphasizing a focus on actionable investment insights rather than adhering to external agendas [1] - The author highlights a unique approach to equity investing that combines quantitative analysis with fundamental theories, aiming to uncover the true story behind companies and their stocks [1] Group 1: Investment Philosophy - The author specializes in rules/factor-based equity investing strategies but prioritizes human intelligence over pure quantitative methods, using numbers to inspire investment narratives [1] - Emphasis is placed on the importance of understanding the future potential of investments rather than solely relying on historical data [1] Group 2: Professional Background - The author has extensive experience covering a wide range of stocks, including large cap, small cap, micro cap, value, growth, and income [1] - Previous roles include managing a high-yield fixed-income fund and conducting research on quantitative asset allocation strategies, contributing to the development of Robo Advising [1] Group 3: Educational Contributions - The author has a passion for investor education, having conducted numerous seminars and authored two books on stock selection and analysis [1] - The article indicates a commitment to engaging with the audience and receiving feedback on the insights provided [1]

Core Insights - The conference "Integration and Development: Co-creating New Value in Wealth Management" was held in Beijing, focusing on global asset allocation and social responsibility initiatives [2][4] - CITIC Group's wealth management scale is approximately 31 trillion yuan, with asset management reaching 9.3 trillion yuan, serving over 200 million individual and corporate clients [4][6] - The Chinese asset management market has surpassed 170 trillion yuan, becoming the second-largest globally, with an average annual growth rate of 8% over the past five years [6] Group 1 - The conference was attended by over 200 representatives from leading asset management institutions, emphasizing collaboration in global asset allocation [2] - CITIC Group aims to enhance professional capabilities and expand global perspectives in wealth management through partnerships with top asset management firms [4] - The "Xincheng Growth" charity platform was launched, with a goal to donate over 10 million yuan by 2025, reflecting CITIC's commitment to social responsibility [2] Group 2 - Wealth management institutions are shifting from single asset allocation to diversified strategies, leveraging big data and AI technologies [5] - Investment opportunities are emerging in sectors such as green economy, healthcare, and domestic substitution, indicating a healthy ecosystem for Chinese stocks and bonds [5] - As of June 2025, CITIC Bank's personal wealth management scale is nearly 5 trillion yuan, ranking second among peers, while CITIC Securities leads the brokerage industry with a market share of 12.8% [6]

Core Insights - The event "Investment Education New Vision: Guangdong Investment with a Plan" was successfully held in Guangzhou, showcasing the achievements of the first micro-video competition in the Guangdong securities and futures industry [1] - The event served as a platform for over a hundred representatives from financial institutions, media, and related organizations to explore new directions for high-quality development in investment education [1][2] Group 1: Event Overview - The event was organized by the Guangdong Securities and Futures Industry Association in collaboration with Southern Metropolis Daily and Bay Finance Society [1] - It featured the presentation of award-winning micro-videos and discussions on enhancing investment education efforts [1][3] Group 2: Key Contributions and Initiatives - Liu Jiangtao, Deputy Secretary of the Southern Metropolis Daily, emphasized the importance of the event for reviewing the past and planning for the future, highlighting the media's role in financial education [2] - The establishment of the "Investment Education New Knowledge Content Laboratory" aims to explore new paradigms in content production, dissemination, and service extension in investment education [2] Group 3: Awards and Recognition - The first micro-video competition received nearly a hundred high-quality submissions, with 19 outstanding works selected for awards based on various criteria [3] - The first prize was awarded to "Old Wu's Investment Journey: Companionship is the Best Prevention," while three works received second prizes and five received third prizes [3] Group 4: Industry Challenges and Future Directions - The event highlighted the need for innovative approaches to address the diverse needs of investors and improve the effectiveness of investment education content [4] - The focus is on enhancing the professionalism and dissemination power of investment education to guide investors towards long-term, rational, and value-based investment strategies [4]

Core Insights - The article discusses the author's transition to independent investment research after over 43 years in the industry, emphasizing a focus on actionable investment insights rather than adhering to external agendas [1] Group 1: Investment Philosophy - The author specializes in rules and factor-based equity investing strategies, combining quantitative analysis with fundamental analysis to uncover the true story of companies and their stocks [1] - The approach prioritizes human intelligence over purely statistical studies, aiming to understand future potential rather than being limited by historical data [1] Group 2: Professional Background - The author has extensive experience covering a wide range of stocks, including large cap, small cap, micro cap, value, growth, and income, and has developed various quantitative models [1] - Previous roles include managing a high-yield fixed-income fund and conducting research on quantitative asset allocation strategies, contributing to the foundations of modern Robo Advising [1] - The author has also edited and written stock newsletters, notably the Forbes Low Priced Stock Report, and has a passion for investor education, having authored two books on stock selection and analysis [1]

Core Insights - Direxion has appointed Jessica Fernandez as Global Chief Marketing Officer to enhance its marketing strategy and expand product and client channels [1][4] - Mrs. Fernandez brings over 20 years of asset management marketing experience, focusing on brand development and digital strategy [2] - Andy O'Rourke, the previous CMO, will continue as Managing Director, contributing to the firm's growth in the Leveraged ETF marketplace [3] Company Strategy - The appointment of Jessica Fernandez emphasizes Direxion's commitment to strengthening its global market presence and investor education [4] - The firm aims to introduce new investment solutions globally, leveraging Mrs. Fernandez's expertise in international markets and digital engagement [4] Company Overview - Direxion, founded in 1997, manages approximately $50.6 billion in assets as of June 30, 2025, providing ETF solutions for various investor strategies [5]

Core Insights - The article discusses the author's transition to independent investment research after over 43 years in the industry, emphasizing a focus on actionable investment insights rather than adhering to external agendas [1] - The author highlights a unique approach to equity investing, combining quantitative analysis with fundamental theories to derive meaningful investment stories [1] - The article reflects on the author's extensive experience across various market segments and investment strategies, including managing a high-yield fixed-income fund and developing quantitative asset allocation models [1] Group 1 - The author has specialized in rules/factor-based equity investing strategies, aiming to use numbers to inspire human intelligence-driven investment narratives [1] - The author critiques traditional quantitative investing methods, advocating for a blend of factor analysis and classic fundamental analysis to understand a company's future potential [1] - The author has a diverse background, covering a wide range of stocks and investment types, including large cap, small cap, micro cap, value, growth, and special situations [1] Group 2 - The author has previously managed a high-yield fixed-income fund and has experience in quantitative asset allocation strategies, which are foundational to modern Robo Advising [1] - The author has authored two books on investment strategies and has conducted numerous seminars focused on stock selection and analysis [1] - The article expresses enthusiasm for the author's new role on Seeking Alpha, inviting feedback and engagement from the audience [1]