吴梦迪（分析师） wumengdi@kysec.cn 证书编号：S0790521070001 | 行业名称 | 涨跌幅(%) | | --- | --- | | 综合 | -2.107 | | 美容护理 | -1.892 | | 社会服务 | -1.619 | | 商贸零售 | -1.55 | | 纺织服饰 | -1.428 | | 数据来源：聚源 | | ——晨会纪要 沪深300 及创业板指数近1年走势 -40% -20% 0% 20% 40% 60% 2024-12 2025-04 2025-08 沪深300 创业板指 数据来源：聚源 昨日涨跌幅前五行业 | 行业名称 | 涨跌幅(%) | | --- | --- | | 机械设备 | 0.903 | | 电子 | 0.776 | | 国防军工 | 0.549 | | 通信 | 0.496 | | 有色金属 | 0.330 | | 数据来源：聚源 | | 昨日涨跌幅后五行业 2025 年 12 月 05 日 开源晨会 1205 025 年 11 月总计有 131 只基金投顾发生了调仓行为，我们分别从基金、大类资产、 A 股行业上解析基金投顾的调仓动向。 观 ...

Core Viewpoint - Japan's Finance Minister Kato Katsunobu stated that the government will continue to implement appropriate bond policies and will not comment on yield trends or bond issuance [1] Group 1 - The Japanese government is committed to maintaining suitable bond policies [1] - There will be no commentary on the trends in bond yields [1] - The government will refrain from discussing bond issuance specifics [1]

Core Viewpoint - The Bank of Japan's policy board member Akira Noguchi stated that it is inappropriate to intervene hastily to correct bond yield trends [1] Group 1 - Akira Noguchi emphasizes the importance of allowing market mechanisms to function without unnecessary interference [1] - The statement reflects a cautious approach towards monetary policy and market stability [1] - There is a recognition of the potential risks associated with aggressive intervention in the bond market [1]