投资者教育

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践行高质量发展 京东肯特瑞亮相服贸会 数字科技打造投教新范式
Xin Lang Ji Jin· 2025-09-11 02:11
专题:北京公募基金高质量发展系列活动启动 新时代、新基金、新价值 近日,在北京证监局指导下,北京证券业协会携手北京公募基金管理人、基金销售机构、基金评价机构 及多家主流媒体,共同启动"北京公募基金高质量发展系列活动"。活动以"新时代·新基金·新价值——北 京公募基金高质量发展在行动"为主题,旨在贯彻落实《推动公募基金高质量发展行动方案》,打造北 京金融高质量发展新名片。 值得注意的是,京东肯特瑞还将展台与线上平台深度联动。现场参观者体验后,可通过京东金融APP继 续学习完整的投教课程,实现"线下体验、线上深化"的投教服务闭环。这种线上线下融合的创新模式, 突破了传统投教活动的时间和空间限制,使投教服务更加普惠、便捷。 京东肯特瑞相关负责人表示,作为第三方基金代销平台,京东肯特瑞不仅是连接投资者与优质产品的桥 梁,更是投资者教育的第一线守护者。平台依托京东的技术优势,将大数据、人工智能等技术与投教内 容深度融合。借助服贸会这一国家级平台,通过有温度、有创意的互动方式,有效触达广大市民,帮助 大家树立长期投资、价值投资和理性投资的理念。 业内专家认为,京东肯特瑞在服贸会上的创新展示,体现了金融科技与投资者教育的深 ...
万洲金业立足香港黄金交易所,以专业与信任引领贵金属投资新格局
Sou Hu Cai Jing· 2025-09-10 10:31
在服务流程上,万洲金业严格遵循香港金融监管要求,构建了一个规范透明、安全可靠的交易环境。所有交易均通过香港黄金交易所这一权威平台进行,确 保了交易的合规性与资金的安全性,彻底杜绝了任何不规范操作的可能性。此外,公司还不断加大科技投入,优化交易系统,提升稳定性和响应速度,让客 户在享受流畅交易体验的同时,也能感受到科技带来的便捷与安心。 万洲金业的视野并未局限于交易执行本身,而是积极投身于行业共建与投资者能力提升的大潮中。通过线上学院这一知识分享平台,公司免费向投资者开放 丰富的教育资源,传授理性投资观念与技术分析方法。特别是为新手投资者提供的20万美元模拟资金演练服务,更是让他们在零风险的环境中积累实战经 验,快速成长为理性的市场参与者。这一系列举措,充分展现了万洲金业作为行业领军者的责任意识与服务温度。 在香港这座国际金融中心的璀璨星河中,香港黄金交易所犹如一颗耀眼的明珠,汇聚着亚洲黄金市场的活力与信誉。在这片充满机遇与挑战的土地上,万洲 金业作为香港黄金交易所的AA类行员,凭借其稳健的经营策略和始终如一的客户至上服务理念,在众多投资者心中树立了坚实的信任基石。 立足国际金融前沿,万洲金业不仅为投资者搭建起 ...
响应北京公募基金高质量发展行动 京东肯特瑞将开展多元化投教活动
Xin Lang Ji Jin· 2025-09-10 08:52
京东肯特瑞此次规划的投教活动将突破传统模式,采用线上线下相结合的方式,构建全方位投教体系。 线上部分将依托京东金融APP平台,设立专属"投教专区",提供丰富的图文、直播等内容资源,帮助投 资者系统学习基金投资知识。线下活动将注重互动体验与精准服务。京东肯特瑞计划走进高校、商圈和 社区,开展"未来金融家培育计划"、"投资策略分享会"等交流活动。 这些举措与京东肯特瑞"以投资者为中心"的服务转型一脉相承。数据显示,截至2025年7月底,京东金 融平台上基金新增用户数同比增长58%,基金交易用户数同比增长47%,交易活跃度持续提升。从投资 者结构看,25-35岁的投资者占比约40%,18-25岁的投资者占比约20%,年轻化特征明显。在投资偏好 方面,平台用户呈现出"进取为主、稳健托底"的多元化配置特征,其中权益主动类基金和指数基金占比 达68%,稳健债基与"固收+"产品合计占比20%,显示出投资者配置更趋理性。 专题:北京公募基金高质量发展系列活动启动 新时代、新基金、新价值 为深入贯彻北京证监局关于推动公募基金行业高质量发展的指导意见,京东肯特瑞基金销售有限公司 (以下简称:京东肯特瑞)近日宣布,将推出一系列多元 ...
公募基金高质量发展在行动 “线上+线下”与投资者双向奔赴
Xin Lang Ji Jin· 2025-09-10 06:49
专题:证监会印发《推动公募基金高质量发展行动方案》 探寻中国新质企业 投教走向产业一线 行业高质量发展,投资者教育相伴而生。提升公募基金公共价值和投资者获得感,一直是行业前行的源 动力,多家公募基金也正在探索创新解决方案。 作为老十家公募基金之一,嘉实基金已累计服务超1.7亿个人投资者,结合投资者的投资选择,嘉实基 金把投教内容精准分层,以投资者的真切需求出发,为不同诉求的投资者提供更契合的投教服务。 自2025年4月以来,嘉实基金打造了"探寻中国新质企业"投资者服务系列活动,目前已举办了30余场, 足迹遍布了20余座城市。以"产业一线调研+投教陪伴服务"的形式,面对面与投资者深入交流。 嘉实基金"探寻中国新质企业"投资者服务系列活动,不只是简单走入企业,而是希望共建一个新质企 业、公募基金、投资者等都参与其中的生态圈,以多方视角的碰撞,形成对中国经济高质量发展更立体 的认知。 嘉实基金"探寻中国新质企业"投资者服务系列活动已覆盖机器人、低空经济、新能源汽车、新消费电 子、智能制造等多个国家重点战略产业。与投资者一起,深入企业一线,探寻经济转型与升级中的生动 实践。 "新时代·新基金·新价值——北京公募基金高 ...
数字人浙小景播报:聚光科技受机构券商关注
Quan Jing Wang· 2025-09-08 01:00
Group 1 - The new Securities Law enhances protection for small and medium investors by establishing a dedicated chapter on "Investor Protection" [1] - Key measures include a reversed burden of proof system for disputes between ordinary investors and securities companies, a shareholder rights solicitation system, a cash dividend system for listed companies, a pre-compensation system, and support for litigation by investor protection organizations [1] - The special representative litigation system, centered around the "declaration withdrawal system," represents a unique form of collective litigation in the Chinese securities market [1] Group 2 - The Zhejiang Investor Education Base promotes the principle of "communication creates value," focusing on interactive investor relations [1] - The base aims to provide financial information and services through a multimedia approach, actively exploring the "Internet + Investor Education" model [1] - The combination of online and offline methods makes investor education services more accessible [1]
A股8月新开户数同比增长165%
Jing Ji Guan Cha Wang· 2025-09-04 07:22
Group 1 - The core viewpoint of the articles highlights a significant increase in new A-share accounts and investor activity in August, driven by a rising stock market and positive market sentiment [2][3][4] - In August, the Shanghai Stock Exchange reported 2.6503 million new accounts, a month-on-month increase of 34.97% and a year-on-year increase of 165% [2] - The total number of new accounts in the first eight months of the year reached 17.2117 million, with individual investors making up 99.62% of this figure [2] Group 2 - The A-share market showed strong performance in August, with the Shanghai Composite Index rising by 7.97%, the Shenzhen Component Index by 15.32%, and the ChiNext Index by 24.13% [2] - Many brokerage firms reported a surge in client inquiries and account openings, indicating a renewed interest in stock investments among existing clients [3][4] - Margin trading balances reached a nearly 10-year high, reflecting increased investor engagement and willingness to invest more capital into the stock market [4] Group 3 - Despite the increase in new accounts, the current market sentiment is described as more rational compared to previous peaks, with investors focusing on long-term investment strategies [5][6] - The current wave of new accounts is not as intense as the previous year's peak, indicating a more measured approach to market entry by investors [5][6] - The shift towards a more mature market is evident, with increased demand for professional advisory services and risk management tools [6]
国信证券联合北京证券交易所举办“直达服务行千里 理性投资进万家”(陕西站)主题投教活动
Zhong Zheng Wang· 2025-09-02 03:48
国信证券陕西分公司讲师介绍,北交所作为服务创新型中小企业的主阵地,自设立以来始终以"打造服 务创新型中小企业主阵地"为目标运营。讲师通过对北交所的起源与发展、北交所交易制度的详解和北 交所打新规则的解读,使客户对北交所的认识更加全面。通过线下面对面的方式贴近投资者,以"零距 离"服务打通投资者教育"最后一公里",同时帮助客户了解更多北交所知识,树立长期投资、价值投 资、理性投资的理念。 作为投资者财富管理之路的专业伙伴,国信证券始终将"以客户为中心"的理念贯穿服务全流程,以专业 的资产配置能力和全方位的财富管理服务,为投资者的每一程保驾护航。 未来,国信证券将持续联合北交所及行业协会,开展更多形式多样的投教活动,将专业的市场解读、实 用的投资知识、及时的信息资源送到投资者身边,切实保护投资者合法权益,助力资本市场健康发展。 (cis) 转自:中国证券报·中证网 为践行金融为民理念,加强投资者权益保护,推动北京证券交易所市场高质量发展与投资者教育深度融 合,近日,国信证券与北京证券交易所在陕西共同举办"直达服务行千里 理性投资进万家"主题投教活 动,吸引了近六十余位投资者踊跃参与。 本次活动于国信证券陕西分公司 ...
温度浸润投教全流程,光大证券用“心”服务守护投资者
Zhong Guo Ji Jin Bao· 2025-09-01 13:53
Group 1 - The core idea emphasizes the importance of investor protection and financial literacy as foundational elements for market stability and social responsibility in the financial industry [1] - The company has implemented a multi-dimensional investor education service network combining online and offline platforms to enhance financial knowledge and protect investor rights [1][2] - The company promotes rational, value, and long-term investment principles to help investors navigate market volatility and avoid impulsive trading behaviors [2] Group 2 - The company actively engages in community-based investor education through partnerships with local party service centers, focusing on financial safety and literacy [4] - Various educational activities have been conducted, including lectures on macroeconomic analysis and financial fraud prevention, to enhance public understanding of financial risks [4][5] - The company has organized 1,178 investor education events since 2025, reaching nearly one million participants, with a focus on practical financial knowledge and risk awareness [5] Group 3 - The company aims to maintain its commitment to serving the public by developing a comprehensive investor education system that is accessible and relevant to everyday life [6] - Future goals include creating a more efficient and warmer investor education framework that supports a transparent and resilient capital market [6]
申万宏源证券投教基地 “申源宝 — 少儿财商” 夏令营圆满举办
申万宏源证券上海北京西路营业部· 2025-09-01 02:31
Core Viewpoint - The "Shen Yuan Bao - Children's Financial Literacy" summer camp successfully combines financial education and safety training for children, enhancing their financial awareness and self-protection skills in a fun and engaging manner [2][4][22]. Group 1: Event Overview - The summer camp took place on August 22, attracting around 30 families, providing a half-day immersive experience for children to explore financial knowledge and learn practical safety skills [2][22]. - The event was organized by Shenwan Hongyuan Securities' investor education base, emphasizing the importance of financial literacy and safety education for youth [4][22]. Group 2: Educational Approach - The camp innovatively integrated financial literacy and safety self-rescue education, breaking the monotony of traditional financial learning through engaging activities [4][22]. - Activities included the "Magic Business Academy" where children participated in games that taught them about wealth management, savings, and risk through interactive play [11][22]. Group 3: Parental Involvement - Parents participated in a dedicated educational experience, including a tour of the education base and a class on ETF investment, enhancing their understanding of investment concepts [13][15]. - The event featured emotional storytelling through videos that resonated with parents, highlighting the importance of rational investment and financial education [15][22]. Group 4: Safety Training - The "Little Rescue Hero" segment focused on teaching children about safety risks and self-rescue techniques in various emergency scenarios, fostering a sense of responsibility and courage [18][22]. - Children engaged in hands-on practice of emergency response skills, moving beyond traditional knowledge transfer to active learning [18][22]. Group 5: Feedback and Future Plans - Feedback indicated high satisfaction among families, with children expressing enjoyment and learning from the activities, while parents appreciated the educational value [22][24]. - The education base plans to expand the "Shen Yuan Bao - Children's Financial Literacy" brand, optimizing content and collaborating with schools and communities to create a comprehensive financial education system for youth [24][25].
数字人浙小景播报:银轮股份受机构券商关注最高
Quan Jing Wang· 2025-09-01 00:43
Group 1 - The core principle of financial management emphasizes prioritizing basic living needs before considering investments, indicating that financial management is not solely about saving money [1] - The safety-first principle advocates for diversified investments to mitigate risks, suggesting that investors should avoid concentrating all their assets in one area [1] - The lifelong financial management principle highlights the varying financial needs throughout different life stages, necessitating a consideration of both transitional and ongoing financial strategies [1] - The happiness in financial management principle states that the goal of investing is to enhance life quality, promoting well-being and health rather than merely accumulating wealth [1] Group 2 - The Zhejiang Investor Education Base aims to create value through communication, focusing on interactive investor relations and financial information services [1] - The organization explores an "Internet + Investor Education" model, combining online and offline methods to make investor education services more accessible [1]