Market Performance - The Shanghai Composite Index fell below 3900 points, closing at 3873.32, with a decline of 0.70%, while the Shenzhen and ChiNext markets experienced even greater losses [1] - Over 4300 stocks in the market declined, indicating widespread bearish sentiment [1] Reasons for the Decline - The market reacted negatively to the Federal Reserve's 25 basis point rate cut, as many investors had already priced in this "good news," leading to profit-taking [1] - Institutional investors exhibited "fear of heights" and "risk aversion," resulting in significant selling pressure, particularly in previously high-performing sectors like AI and computing [1] - Geopolitical risks, exemplified by rumors surrounding ZTE's investigation by the U.S. Department of Justice, triggered panic selling among technology stocks [1] - A "siphoning effect" was observed, where funds shifted from the broader market to specific stocks, creating localized surges despite overall market declines [1] Future Market Outlook - In the coming week, the market is expected to oscillate between 3800 and 3900 points, with investor sentiment still recovering from recent disappointments [1] - By mid-December, a potential rebound may occur due to policy support and the conclusion of institutional year-end accounting, leading to a "spring rally" [1] - Looking ahead to 2026, the market is anticipated to transition into a structural bull market, focusing on sectors like AI, commercial aerospace, and high-end manufacturing [1] Investment Strategies - Investors are advised to avoid panic selling during market downturns and to hold onto fundamentally strong stocks [1] - A cautious approach to building positions is recommended, utilizing a pyramid-style accumulation strategy rather than aggressive full-position bets [1] - Monitoring "contrarian indicators" is crucial, as low trading volumes may signal a market bottom [1]

Group 1 - The core viewpoint of the news emphasizes the importance of integrating technology and finance to enhance the service capabilities of national strategies and promote the development of new productive forces [1][2] - The Beijing branch of the China Export-Import Bank organized a field study at the Zhongguancun Robot Industry Innovation Center to deepen understanding of the robotics industry and its innovation ecosystem [1] - Participants observed various types of robots and learned about the integration of soft and hard technologies, as well as the current status of key component breakthroughs and applications in multiple scenarios [1] Group 2 - The field study is part of the Beijing branch's initiative to strengthen professional capacity building by linking theory with practice [2] - The immersive learning experience helped employees clarify the intrinsic relationship between technological innovation and industrial development, enhancing their professional judgment in high-tech industries [2] - The Beijing branch plans to convert the learning outcomes into specific strategies for optimizing financial services, focusing on the characteristics of technology-based enterprises and providing high-quality policy-based financial support [2]

对于中国来说，无论美国的政策如何变化，中国始终保持战略定力。在中国外交部的例行记者会上，发 言人再次重申了中国的立场，表示希望美方以实际行动维护全球产业链和供应链的稳定。这显示出中国 将科技自立自强以及产业链安全作为首要任务，不会因为美国政策的变化而改变自主创新的长期战略。 总的来说，美国在试图通过关税政策维护其经济霸权的同时，却也无法承受与中国市场硬脱钩所带来的 反效果。美国既希望通过技术封锁来遏制中国的崛起，又无法割舍与中国的巨大商业利益，甚至害怕这 种政策会加速中国的自主替代进程。在这种矛盾和纠结中，风暴的中心——中国，已经把目光投向了更 长远的未来。 从这些事件来看，虽然反对对中国加征关税和允许对华出口H200芯片看似是两件独立的事情，但它们 实际上反映出特朗普对华政策中出现的微妙变化。特朗普现在不再将中国视为首要战略威胁，而是把中 国当作长期的经济竞争者。换句话说，特朗普正在转变策略，从过去强调意识形态对抗转向寻求与中国 的有限合作，以减轻自身的经济压力。这种变化也可以从美国在台湾问题和日本的挑衅态度中看出，美 国正在通过危机管理和对话机制来避免误判，特别是在可能引发直接冲突的敏感领域，美国的策略正 ...

近日，大湾区科学论坛在广州举行。广州提出将逐年提高政府科技投入在财政预算中的比重，并通过财政资金"补改投"改革、整合组建广州科技创新基金等 方式，撬动更多社会资本"投早、投小、投长期、投硬科技"。在会议期间，广州市科技局相关负责人接受记者专访时表示，布局未来产业就是布局广州 的"第二增长曲线"。 上证报中国证券网讯（记者 周亮）近日，大湾区科学论坛在广州举行。广州提出将逐年提高政府科技投入在财政预算中的比重，并通过财政资金"补改 投"改革、整合组建广州科技创新基金等方式，撬动更多社会资本"投早、投小、投长期、投硬科技"。 在会议期间，广州市科技局相关负责人接受记者专访时表示，布局未来产业就是布局广州的"第二增长曲线"。广州计划通过推动存量企业转型升级、成果转 化孵化、科技招商引进、未来产业赛道培育等路径，到2029年建成5个以上未来产业先导区，培育1000家未来产业引领型企业，形成万家未来产业新星企业 融通发展的态势。 在多个战略领域实现了从"0到1"的突破 上证报："十五五"规划建议提出，加快高水平科技自立自强，引领发展新质生产力。今年以来，广州在推动科技进展落地方面，有哪些突出成果？ 广州市科技局：今年以 ...

Group 1 - The core achievement of the mission was the successful launch of 9 satellites, including the UAE 813 satellite and the Jixing Gaofen 07B01 satellite, using the Lijian-1 rocket [3] - The Lijian-1 rocket has entered a phase of mass production and high-density launches, facilitated by the establishment of dedicated launch facilities [3] - The rocket's vertical launch device can execute a new launch within 10 days after a previous launch, indicating improved operational efficiency [5][8] Group 2 - The "Xuelong" and "Xuelong 2" vessels are currently engaged in unloading operations near Zhongshan Station, facing challenges due to thick sea ice [9][11] - The "Xuelong" vessel successfully navigated through difficult ice conditions, while the "Xuelong 2" vessel also faced significant obstacles but managed to reach the unloading point [13] - The "Haiyang Dizhi 6" research vessel has published new scientific findings, including deep-sea environmental data and the discovery of a polymetallic nodule resource-rich area, contributing to research on deep-sea geology and ecosystems [19]

Core Viewpoint - The market is experiencing a correction, with major A-share indices in the red, while the Double Innovation Leader ETF (588330) is showing a slight decline after five consecutive days of gains, indicating a potential buying opportunity for investors looking to capitalize on technology sector performance [1][8]. Market Performance - The Double Innovation Leader ETF (588330) has seen a daily inflow of 16.82 million yuan, suggesting investor confidence in the technology sector's future performance [1][8]. - Key stocks in the technology sector include Lens Technology, which rose over 7%, and CATL, which increased by more than 2%. Other semiconductor and optical module leaders also showed positive movement [3][10]. Investment Strategies - Several securities firms, including Guojin Securities and Zhongtai Securities, have released their investment strategies for 2026, with a consensus that the technology sector will remain a primary investment focus [4][9]. - Huashan Securities anticipates a transition in the A-share market from a valuation-driven rally to one supported by earnings, emphasizing the importance of technology as a leading investment theme [4][9]. - Zhongyuan Securities highlights the need to align with the "14th Five-Year Plan" and leverage opportunities from global monetary easing and industrial upgrades, particularly in AI and digital transformation [4][9]. ETF Characteristics - The Double Innovation Leader ETF (588330) features a diversified cross-market allocation, focusing on 50 large-cap strategic emerging companies from the Sci-Tech Innovation Board and the Growth Enterprise Market, covering sectors like new energy, photovoltaics, and semiconductors [10][11]. - The ETF is designed for high elasticity, allowing investors to capture technology market trends with a lower entry barrier, requiring less than 100 yuan to invest [5][11]. - Since its low point on April 8, the ETF has increased by 91.47%, outperforming major indices such as the ChiNext Index (77.57%) and the Sci-Tech Innovation Index (54.07%) [11][12].

站在察尔汗盐湖的盐堤远眺，眼前纵横交错的盐田犹如一块块镶嵌在大地上的"翡翠"。它不仅是游客镜头里的"中国版马尔代夫"，更是支撑国家粮食安全、 赋能新能源未来的战略要地。让我们走进青海，看科技如何赋能这座"高原聚宝盆"，书写盐湖产业时代变革新篇章。 来源：人民网科普中国 千万IP创科普，共筑科技强国梦。为普及科学知识，弘扬科学精神，提高全民科学文化素质，助力实现高水平科技自立自强，中国科协科普部与人民网联合 策划推出"见证科技之路"主题报道，聚焦国家科技战略政策、重要科技奖项、"卡脖子"关键核心技术等，深入基层一线开展采访调研，推出一批生动鲜活的 科普精品，大力弘扬科学家精神，为建设科技强国汇聚磅礴力量。 0:00 编者按 ...

逆周期布局产业链核心环节 总部位于浙江的合盛硅业是全球硅基新材料领域的"领头羊"，凭借独步全球的"煤—电—硅"一体化 产业链，其工业硅、有机硅单体产能多年蝉联全球榜首。 宏伟蓝图凝聚奋进力量，科技自强承载时代重任。"十五五"规划建议明确提出，"加快高水平科技 自立自强，引领发展新质生产力"，将科技创新摆在国家发展全局的重要位置。 中国中信金融资产坚决贯彻落实党中央决策部署，坚持将服务科技金融的着力点放在支持产业链供 应链关键环节和龙头企业发展上，通过"股权+债权""重组+纾困"等综合金融手段，精准对接科技企业融 资需求，以"金融向实、资本向科"的实际行动，诠释服务国家战略的责任担当。 聚焦"硬科技" 践行金融使命 《金融时报》记者在采访中了解到，当企业面临挑战时，中国中信金融资产浙江分公司和资产经营 一部火速组建精锐团队，千里奔赴新疆戈壁生产基地，深入企业一线，精准研判企业核心价值。聚焦企 业看家本领——工业硅主业，通过增资其核心子公司，并实施一揽子纾困方案，成功为企业"瘦身减 负"、降低杠杆。深度参与公司治理，助力企业练好"内功"，进一步筑牢全球成本竞争力的"护城河"。 激活科技、产业、金融循环 中国中信金 ...

素材来源｜中共中央新闻发布会介绍和解读党的二十届四中全会精神（声音实录）；画面及配乐由AI辅助生成 总监制｜张军 于锋 监制｜王薇 张琼文 刘雷 策划｜刘尚 张润晨（实习） AIGC技术｜魏星宇 吕子娴 刘思岐 10月28日，《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》公布。这是乘势而上、接续推进中国式现代化建设的又一次总动 员、总部署。 "十五五"规划建议从高质量发展、科技自立自强、进一步全面深化改革等七大维度，系统勾勒出未来五年经济社会发展的清晰路径，亦为2035年 远景目标铺就坚实的台阶。 历史的笔，落于此刻；奋斗的路，通向远方。蓝图越绘越精，步伐越走越实。唯以奋斗接续奋斗，以实干成就未来。 ...

Core Viewpoint - The establishment of the CCB Schroder CSI Selected Technology 50 ETF marks a significant step for CCB Schroder in the technology finance sector, aligning with national strategies for technological self-reliance and innovation [1][2][3] Group 1: Product Overview - The CCB Schroder CSI Selected Technology 50 ETF has a launch scale of 392 million yuan and is the first strategy-based technology ETF covering the Hong Kong, Shanghai, and Shenzhen markets, focusing on strategic emerging industries [1][2] - The ETF tracks the CSI Selected Technology 50 Index, which is a custom index created by CCB Schroder and the China Securities Index Company, focusing on core areas of hard technology such as electronics, semiconductors, communication, innovative pharmaceuticals, and advanced manufacturing [1][5] Group 2: Strategic Importance - The launch of the ETF is intended to provide investors with effective tools to participate in China's technology industry upgrade, enhancing the competitiveness of high-end manufacturing and supporting the transition from a manufacturing power to a manufacturing strong nation [2][3] - The ETF's unique positioning aligns with national strategies, providing a diversified investment tool that reflects the overall development trend of China's technology industry [10] Group 3: Investment Value - The technology sector in China is expected to have significant mid-to-long-term investment value, supported by government policies and the ongoing AI-driven industrial upgrade [9][10] - The CSI Selected Technology 50 Index has shown strong historical performance, with a return of 154.76% from 2017 to the present, outperforming other technology indices [6][10] Group 4: Management and Research Team - The ETF employs a dual fund manager system, with experienced managers who have a strong background in index product management and quantitative strategies, aiming to minimize tracking error while capturing excess returns [7] - CCB Schroder's research team is composed of members from top-tier universities, ensuring high-quality product management and continuous improvement in investment strategies [7]