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央行余剑:金融“五篇大文章”支持力度不断提升
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-24 10:43
余剑介绍,2024年以来,人民银行牵头携手相关部门,不断健全金融"五篇大文章"政策框架和服务体 系,建立金融"五篇大文章"统计和评估机制,建设信贷市场综合业务管理系统,形成政策"实施-评估-优 化"动态闭环,相关工作取得显著成效。 余剑透露,从发展成效的统计数据来看,重点领域贷款保持持续较快增长,在全部贷款中的比重不断提 升。截至2025年8月末,金融"五篇大文章"贷款余额105.6万亿元,占各项贷款的比重达到38.7%,同比 增长13.2%,增速比各项贷款平均增速高6.6个百分点;其中科技、绿色、普惠、养老产业、数字经济产 业贷款余额分别同比增长12.1%、23.8%、10.8%、52%、12.5%,明显高于各项贷款平均增速。 11月22日,由南方财经全媒体集团指导、21世纪经济报道主办的"第二十届21世纪金融年会"在北京盛大 召开。在上午的主论坛上,中国人民银行信贷市场司副司长余剑以"做好金融'五篇大文章',赋能高质 量发展"为题发表演讲。 余剑表示,当前我国经济进入高质量发展阶段,科技、绿色、普惠、养老、数字五大领域成为经济转型 升级的重点方向。做好金融"五篇大文章"既是金融服务实体经济高质量发展的重要 ...
利好来了!增量资金,即将入市
Shang Hai Zheng Quan Bao· 2025-11-23 09:08
11月21日,16只科技主题产品集中获批,其中部分产品上报当日即获批。当前,多只科技主题基金正在 发行。近期国内外关于AI产业是否存在泡沫的讨论升温,AI产业链相关公司股价震荡,科技板块后续 走势备受关注。 16只科技主题基金同日获批 11月21日,16只科技主题基金集中获批,具体来看,包括华泰柏瑞基金、易方达基金、景顺长城基金等 7家基金公司旗下的科创创业人工智能ETF,这也是首批科创创业人工智能ETF。 中证指数官网显示,中证科创创业人工智能指数从科创板和创业板中选取50只业务涉及为人工智能提供 基础资源、技术以及应用支持的上市公司证券作为指数样本,以反映上述板块中人工智能主题上市公司 证券的整体表现。 科技板块将迎来增量资金。 | 1 | | | | Carl Clark Cuzo-11-21 | | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 中证一级行业分类 | 中证二级行业分类 | 权重(%) | | 300308 | 中际旭创 | 通信服务 | 通信设备及技 | 22.29 | | | | | 术服务 | | | 300502 | 新易盛 | 通信 ...
和讯投顾陆润凯:周末消息汇总,影响下周大盘
Sou Hu Cai Jing· 2025-11-23 07:09
11月23日,和讯投顾陆润凯表示,等了一个周末,终于等到三个重要消息关系到下周大a能否开启反 攻,把这一周五留下来的坑给填了。第一就是被称为美联储三号人物的威廉姆斯,认为美联储有可能在 12月份再次降息,消息出来以后,我们的外盘科技a50都是直线拉升,在利率决议之前,他们就是喜欢 通过喊话来进行预期管理,这是他们惯用的伎俩,但没辙,我们有的资基金就是吃这一套,所以下周怎 么也该反弹了,但我没兴趣再聊反弹这两个字了。因为对于周五这种级别的下跌来说,如果只是反弹一 下,不解决根本问题,我认为突破口在接下来我要跟大家聊的另外两件事上。第二,就是在千问出来之 后,蚂蚁也推出了灵光,而且他们各有千秋,两天下载量啊千问突破了50万了。周五AI应用也相对来 说比较抗跌的,下周观察一下能否启动市场,现在问题还是要有主线才能带动行情反转,而不只是一个 反弹。这个转折点到了我会马上告诉你,记得关注第三外媒爆料,美国正在考虑允许英伟达对华出售 h200芯片,这个直接有利于咱们的一个CPU企稳。当然还有一种可能性肯卖给我们,说明了他们已经意 识到了在这个领域已经限制不住我们了,证明我们的技术可能已经达到同等的高度。我知道这个很难, ...
高切低!抄底资金活跃
Zhong Guo Zheng Quan Bao· 2025-11-21 12:20
Market Overview - On November 21, the A-share market experienced a correction, with most ETFs declining. The only ETFs that rose were bond and money market ETFs, while media ETFs showed gains against the trend [1][2] - On November 20, despite the three major A-share indices pulling back, the ETF market saw a net inflow of approximately 9 billion yuan, indicating active bottom-fishing funds [3][7] ETF Performance - The media ETFs were the biggest gainers, with one rising by 0.22% and another by 0.10%, while rare metals and innovative energy-related ETFs saw declines exceeding 6% [3][4] - Four ETFs had transaction volumes exceeding 10 billion yuan, all of which were bond or money market ETFs, with notable activity in the Hang Seng Technology ETF and Hong Kong Securities ETF [5][6] Fund Inflows - The net inflow of funds into the ETF market on November 20 was about 9 billion yuan, with significant inflows into broad-based ETFs like the CSI 500 ETF and the STAR 50 ETF [7][8] - The CSI 500 ETF had a net inflow of 7.60 billion yuan on the previous trading day and 25.91 billion yuan over the past week, indicating strong investor interest [8] Future Outlook - The market is expected to maintain a volatile trend in the short term, but the long-term outlook remains positive, with a potential slow bull market emerging. Key sectors to watch include technology, consumption, high-end manufacturing, and pharmaceuticals [9] - There is a suggestion to focus on sectors benefiting from manufacturing recovery and technology growth, particularly in AI, innovative pharmaceuticals, and military industries [9] Cross-Border ETFs - As of November 21, several cross-border ETFs were trading at a premium, with the Nasdaq Technology ETF and Nasdaq 100 ETF showing premiums exceeding 10% [10]
A Fearless New Oil Market Requires a Rethink
Barrons· 2025-11-20 19:37
Core Insights - The traditional logic of the global oil market is being transformed by the influence of China and technology [1] Group 1 - China is playing a pivotal role in reshaping the dynamics of the global oil market [1] - Technological advancements are contributing to changes in oil production and consumption patterns [1] - The interplay between China's economic strategies and technological innovations is creating new opportunities and challenges in the oil sector [1]
20cm速递|科创创业ETF(588360)盘中涨超2%,A股科技股行情表现突出
Mei Ri Jing Ji Xin Wen· 2025-11-20 05:52
浙商证券指出,2025年以来A股科技股行情表现突出,科创板为科技企业直接融资提供助力。国家 创新体系需聚焦科技、产业、金融的正向循环,重点关注"卡脖子"领域如集成电路、工业母机、高端仪 器、基础软件、先进材料、生物制造等,这些领域仍需加大攻关力度以实现突破。科技与产业的循环 中,0-1环节(原始创新)仍有较大提升空间金融服务实体经济需支持"投早、投小、投长期、投硬科 技",科技创新贷款和债券为科技企业提供了资金支持。 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.hexun.com 科创创业ETF(588360)跟踪的是科创创业50指数(931643),单日涨跌幅达20%,该指数从科创 板与创业板中选取市值较大、流动性较好的50只新兴产业股票作为指数样本,覆盖半导体、新能源、生 物医药等高科技领域。指数行业分布均衡,重点聚焦信息技术、工业及医药卫生等前沿产业,旨在反映 中国高科技新兴产业上市公司证券的整体表现。 每日经济新 ...
热闹赛场 硬核科技
Ren Min Ri Bao Hai Wai Ban· 2025-11-19 06:59
大型赛事历来考验城市的综合运转能力,而科技正是其中的"外挂"。全运会不仅比拼竞技实力,也在展 示城市的智慧水平。自动驾驶在广州接驳观众,香港的智能通关让过境只要几秒,澳门的智慧交通系统 实时解决路面问题……这些技术让赛会期间高度集中的人流、物流、交通与跨区域活动,都在有条不紊 中实现高效协同。科技让城市在高负荷运行下,依然平稳自如,也让人们看到了未来城市的更多可能。 从开幕式的电光水雾主火炬到智慧场馆全面升级,从AI义工向导到城市自动驾驶出行服务,科技几乎 融入了这届全运会的每一处细节。人们在观看比赛的同时,也在亲身体验各类科技创新,收获惊喜与感 动。 对于观众而言,赛场上看到的是热闹与激情,而仔细想想,这背后其实有强大的科技在稳稳托底。走进 宝安体育中心的智慧指挥中心,巨大数字大屏上,成千上万台设备的数据实时跳动。它像一个会思考的 大脑,让场馆运行更加高效、安全。本届全运会的比赛场馆,不再只是传统意义上的体育馆,而是 更"聪明"的智能空间。AI摄像机能自己追踪运动员,数字人能实时讲解比赛,机器人可以巡逻安防…… 这些技术并非花架子,而是让赛事更顺畅、精准、专业的关键支撑。 在深圳龙岗大运中心,羽毛球馆屋顶6 ...
热闹赛场 硬核科技(赛场点睛)
Ren Min Ri Bao Hai Wai Ban· 2025-11-18 22:37
Core Insights - The integration of technology in the National Games showcases advancements in smart venues, AI assistance, and sustainable energy solutions, enhancing the overall experience for spectators and participants [1][2] Group 1: Technological Innovations - The event features a range of technological innovations, including AI cameras that track athletes, digital avatars providing real-time commentary, and security robots patrolling venues, which contribute to a smoother and more professional event [1] - The smart command center at Bao'an Sports Center utilizes real-time data from thousands of devices, improving operational efficiency and safety [1] Group 2: Sustainability Efforts - All competition venues in the Shenzhen area utilized 100% green electricity during the event, resulting in a reduction of approximately 50,000 tons of carbon emissions, equivalent to planting 2.7 million trees [1] - The installation of 6,500 square meters of photovoltaic panels at the badminton venue and a 40% reduction in energy consumption from LED sports lighting in the swimming venue highlight the commitment to sustainability [1] Group 3: Urban Mobility and Smart City Solutions - The event demonstrated the city's smart capabilities, with autonomous vehicles transporting spectators, intelligent customs in Hong Kong facilitating quick border crossings, and real-time traffic management in Macau [2] - The technologies implemented during the event are expected to continue benefiting urban life and industries post-event, indicating a long-term impact on urban infrastructure [2] Group 4: Societal Impact - The technological advancements showcased during the National Games are not just for the event but are also aimed at improving everyday life, with applications for special needs communities and potential use in various public spaces [2] - The event serves as a catalyst for industrial upgrades, with the benefits of technology extending beyond the sports arena into broader societal applications [2]
超2700只个股下跌
第一财经· 2025-11-17 08:16
Market Overview - The A-share market experienced weak fluctuations in the afternoon, with the Shanghai Composite Index down by 0.46%, the Shenzhen Component Index down by 0.11%, and the ChiNext Index down by 0.20% [3][4]. - The total trading volume in the Shanghai and Shenzhen markets was 1.91 trillion, a decrease of 47.3 billion compared to the previous trading day, with over 2,700 stocks declining [4][12]. Sector Performance - The sectors that saw the largest declines included non-ferrous metals, pharmaceuticals, electrical grid, photovoltaic, and banking [3][4]. - Conversely, the lithium mining sector showed strong performance, with Tianhua New Energy hitting a 20% limit up, and several other stocks like Dazhong Mining and Rongjie Co. also reaching their daily limits [5]. Fund Flow - Main funds saw a net inflow into sectors such as computer, energy metals, and media, while there was a net outflow from photovoltaic equipment, securities, and chemical pharmaceuticals [10]. - Specific stocks that attracted net inflows included 360, Huasheng Tiancai, and Great Wall Military Industry, with inflows of 1.439 billion, 1.226 billion, and 866 million respectively [11]. Institutional Insights - Huatai Securities indicated that short-term uncertainties remain, suggesting that market trends may continue to be characterized by fluctuations [14]. - Galaxy Securities expects the year-end market to maintain a fluctuating structure, focusing on themes like "anti-involution" and dividends during sector rotations [14]. - Xiangcai Securities noted that the market is generally in a "slow bull" phase, predicting continued wide fluctuations and a gradual upward trend in November [15].