北京排排网保险代理有限公司总经理杨帆对《证券日报》记者分析称，整体来看，养老险公司与保险资产管理公司调研更 为积极，主要是因为其资金久期较长、对稳定性要求较高，需要通过深入调研来甄别并布局具备长期盈利能力的核心资产。养 老险公司作为养老第三支柱的关键参与主体，还需构建差异化投资组合，以匹配不同客户的多元化需求。保险资管公司则承担 着为多家险企及其他机构管理资金的责任，通过积极调研不断完善投资策略，提升投资绩效，以在市场竞争中保持优势。 本报记者 冷翠华 Wind资讯数据显示，今年前三季度，险资机构（包括保险公司和保险资产管理公司）共计调研A股上市公司14128次，其 中，电子元件、医疗设备等科技板块上市公司获得险资机构高度关注。 业内人士认为，险资在建仓前、持仓期都可能对上市公司进行调研。今年以来，险资机构对科技板块上市公司调研较多， 与其看好该板块当前的投资潜力紧密关系，这与险资长期持有大量银行股等高股息板块股票并不矛盾。作为长周期、大体量资 金，险资的权益资产配置具有持股分散、策略多元等特征。 泰康资产调研次数最多 根据国家金融监督管理总局最新数据，截至今年二季度末，保险资金运用余额已突破36万亿元，其中 ...

【导读】 交通运输部：将对美船舶收取船舶特别港务费 中国基金记者 泰勒 大家好，今天的市场大跌，你们还好吗？ 一起回顾下发生了什么事情。 交通运输部：对美船舶收取船舶特别港务费 10月10日，交通运输部发布关于对美船舶收取船舶特别港务费的公告。 2025年4月17日，美国贸易代表办公室发布关于对中国海事、物流及造船业301调查措施，自2025年10月14日起，将对中国企业拥有或 经营的船舶、中国籍船舶及中国造船舶加收港口服务费，严重违背了国际贸易相关原则和中美海运协定，对中美间海运贸易造成严重破 坏。 根据《中华人民共和国国际海运条例》等法律法规和国际法基本原则，经国务院批准，自2025年10月14日起，对美国的企业、其他组织和 个人拥有船舶所有权的船舶；美国的企业、其他组织和个人运营的船舶；美国的企业、其他组织和个人直接或间接持有25%及以上股权 （表决权、董事会席位）的企业、其他组织拥有或运营的船舶；悬挂美国旗的船舶；在美国建造的船舶，由船舶挂靠港口所在地海事管理 机构负责收取船舶特别港务费。有关事项公告如下： 一、对上述船舶，按航次计收船舶特别港务费，分阶段实施，具体收取标准如下（不足1净吨的按1净吨计 ...

Market Overview - The A-share market has seen the Shanghai Composite Index return to 3900 points for the first time in 10 years, closing at 3933.97 with a gain of 1.32% [1][6] - The Shenzhen Component Index and the ChiNext Index also experienced increases of 1.47% and 0.73% respectively, indicating a positive market sentiment [2][4] Sector Performance - The top-performing sectors included non-ferrous metals (7.60%), steel (3.38%), and coal (3.00%), while the weakest sectors were media (-1.43%), real estate (-1.39%), and social services (-1.03%) [3][4] - Concept indices such as controllable nuclear fusion (6.97%) and lead metals (6.14%) showed strong performance, while sectors like duty-free shops (-1.82%) and ice and snow industry (-1.59%) lagged [3][4] Future Outlook - The report suggests that the recent export controls on rare earth technologies by the Ministry of Commerce will enhance the value and pricing of rare earth products, recommending a focus on companies with export qualifications in rare earth and magnetic materials [5] - The overall market sentiment remains optimistic, with expectations of further upward movement in the indices, particularly in sectors like non-ferrous metals, technology growth, new energy, and machinery [6]

智通财经10月9日讯，沪指高开高走突破3900点整数大关，刷新2015年8月以来新高。创业板指和科创50指数冲高回落。沪深两市成交额2.65万亿，较上一个 交易日放量4718亿。盘面上，市场热点轮番活跃，全市场共有99只个股涨停。从板块来看，有色金属、核电板块上演涨停潮。核电板块表现活跃，合锻智能 8天4板，永鼎股份、安泰科技等十余股涨停。有色金属板块全天走强，精艺股份6天5板，江西铜业、河钢资源等十余股涨停。下跌方面，影视院线概念股集 体大跌，中国电影等股跌停。截至收盘，沪指涨1.32%，深成指涨1.46%，创业板指涨0.73%。 板块方面 板块上，可控核聚变概念股全天领涨，西部超导、哈焊华通、中洲特材、合锻智能、中核科技、上海电气等个股涨停。 | 热门板块 | 龙头股 | 板块热门股 | 事件x | | --- | --- | --- | --- | | 有色 | 洛阳钼亚 | 北方铜业 | "双节"期间,黄金、白钉 大涨,其中COMEX黄金(1C 涨幅达4.81%,国际现货黄 | | | | | 盎司,为史上首次。 | | 可控核聚变 | 上海电气 | 合锻智能 | 我国可控核聚变领域再迎 安徽合肥未来 ...

（原标题：滚动更新｜沪指突破3900点，科创50涨近6%） 节后第一个交易日（10月9日），A股三大指数集体高开。上午10:12左右，上证指数盘中突破3900点，续创10年新高，自4月7日低点已涨超28%， 年内累计涨幅达16%。接下来A股怎么走，21财经客户端持续追踪报道。 10:56 沪深两市成交额连续第55个交易日突破1.5万亿，较上一日此时放量超3000亿，预计全天成交金额2.7万亿。 10:48 指数走强，沪指拉升涨逾1%，深成指涨1.84%，创业板指涨2.34%，科创50指数涨近6%。贵金属、核聚变、半导体芯片等方向涨幅居前，沪深京 三市上涨个股近3000只。 10:39 创业板指涨幅扩大至2%，上证指数涨0.93%，深证成指涨1.64%。贵金属、可控核聚变、半导体、钢铁板块涨幅居前，全市场超2800只个股上 涨。 10:35 光伏设备板块震荡走高，阿特斯、高测股份涨超10%，迈为股份、捷佳伟创、福莱特、隆基绿能跟涨。 10:26 富时中国A50指数期货涨幅扩大至1%。 10:17 深证成指涨幅扩大至1%，上证指数涨0.52%，创业板指涨1.06%。 10:12 上证指数盘中突破3900点，续创1 ...

Group 1 - The Shanghai Composite Index broke through 3900 points, reaching a 10-year high, with a current increase of 1.08% to 3924.66 points [1] - The Shenzhen Component Index rose by 1.95% to 13790.82 points, while the ChiNext Index increased by 2.48% to 3318.39 points [1] - The total trading volume of the two markets exceeded 1.4 trillion yuan [1] Group 2 - The Sci-Tech Innovation 50 Index saw an increase of nearly 6%, with significant gains in sectors such as precious metals, nuclear fusion, and semiconductor chips [3] - More than 3000 stocks in the Shanghai, Shenzhen, and Beijing markets experienced price increases [3]

10月9日，A股三大指数持续走强，创业板指拉升涨逾2%，沪指涨超1%，深成指涨1.64%，科创50指数 涨近5.5%。贵金属、核聚变、半导体芯片等方向涨幅居前，沪深京三市上涨个股近3000只。 ...

半导体芯片板块震荡走强，截至午间收盘，中证芯片产业指数上涨2.5%，中证半导体材料设备主题指数上涨1.3%，中证云计算与大数据主题指数上涨 0.1%，半导体设备ETF易方达（159558）半日获超7000万份净申购。 每日经济新闻 （责任编辑：董萍萍 ） | 云计算ETF (No.1 | | | 516 | | --- | --- | --- | --- | | 跟踪中证云计算与大数据主题指数 | | | | | | | | · ///// | | 该指数由50只业务涉及提 | 截至午间收盘 | 该指数 | 该指数自20 | | 供云计算服务、大数据服务 | 该指数涨跌 | 滚动市销率 | 发布以来估值 | | 以及上述服务相关硬件设备 | | | | | 的公司股票组成,覆盖云计 算产业链。 | 0.1% | 5.0倍 | 99.79 | | 芯片ETF易方达 | | | 516 | | 跟踪中证芯片产业指数 | | | | | | | | ·· | | 该指数由50只业务涉及芯 | | | | | 片设计、制造、封装与测 | 截至午间收盘 | 该指数 | 该指数自20 | | 试以及半导体材料、半导 | ...

Core Viewpoint - The semiconductor sector is experiencing a notable rise, with key indices showing positive performance and significant investment activity in related ETFs [1] Group 1: Market Performance - As of 14:00, the China Securities Chip Industry Index increased by 1.4%, and the China Securities Semiconductor Materials and Equipment Theme Index rose by 1.8% [1] - The semiconductor equipment ETF, E Fund (159558), saw a real-time net subscription of nearly 1.3 billion units [1] Group 2: Company Developments - On September 26, Moore Threads' IPO was approved, focusing on full-function GPUs, making it one of the few domestic companies that balance graphic rendering and AI computing [1] - Moore Threads plans to raise 8 billion yuan for the development of next-generation autonomous and controllable chips [1] - Alibaba Cloud introduced the new generation of Panjiu 128 ultra-node AI servers at the 2025 Cloud Habitat Conference, designed to efficiently support various AI chips, with a single cabinet accommodating 128 AI computing chips, setting a new industry density record [1] Group 3: Index and ETF Information - The China Securities Chip Industry Index includes 50 listed companies involved in chip design, manufacturing, and related materials or equipment [1] - The China Securities Semiconductor Materials and Equipment Theme Index comprises 40 listed companies engaged in semiconductor materials and equipment [1] - The E Fund Chip ETF (516350) and the E Fund Semiconductor Equipment ETF (159558) track the aforementioned indices, providing investors with opportunities in the semiconductor sector [1]

Core Viewpoint - The performance of consumer-themed funds has improved significantly after expanding and updating the definition of the consumer industry, despite the recent underperformance of heavily weighted consumer stocks in the public market [1][3]. Group 1: Performance of Consumer Funds - Consumer funds have shown a notable divergence in performance, with some actively managed consumer funds and passive consumer ETFs performing well, while traditional consumer stocks face significant adjustment pressure [1][3]. - The performance difference among consumer ETFs is largely attributed to how fund managers define "consumption," with some including technology stocks, which aligns with the current market consensus on technology as a core investment theme [3][4]. Group 2: Fund Manager Strategies - Fund managers have adopted strategies to expand the definition of consumption to include sectors like technology and pharmaceuticals, which has positively impacted fund performance [5][6]. - For instance, the Guorong Huagang Shen Consumer Fund achieved a return of 58.56% this year, largely due to its focus on technology-related stocks, reflecting a shift in the definition of "big consumption" [5]. Group 3: Market Trends and Insights - The current market consensus indicates a shift towards technology and artificial intelligence, with consumer spending showing signs of weakness, as evidenced by a 3.4% year-on-year growth in retail sales, slightly down from July [8]. - Long-term market dynamics are expected to be driven by the decline in risk-free interest rates and the transition of economic drivers, suggesting a potential for asset revaluation [9].