【导读】A股冲击3600点，日股大涨 中国基金报记者 泰勒 兄弟姐妹们啊，今天的市场，大起大落，A股盘中突破了3600点，然而到了下午，高歌猛进的气势遭到打击，三大指数冲高回落！ 与此同时，日本股市大涨超过1400点，市场迎来贸易利好以及政坛震荡的消息。 一起看看发生了什么事情。 日股暴涨1400点 7月23日，日本股市大幅上涨。随着美国总统特朗普宣布与日本达成关税协议，买盘集中涌向汽车等出口相关板块。加上石破茂首相 传出将辞职的消息，市场对新政府的期待升温，东京证券交易所股价指数（TOPIX）收盘创下历史新高，日经225指数暴涨近1400 点。 日本汽车制造商的股价大幅上涨。 本田股价上涨超过11%，丰田大涨近15%。日产上涨逾9%，马自达飙升超过17%，三菱汽车也上涨逾13%。 日本贸易省近期数据显示，日本的汽车出口（包括轿车、公交车和卡车）已受到冲击。6月份对美汽车出口同比下降26.7%，继5月大 跌24.7%之后持续走低。 Rogers Investment Advisors公司首席执行官埃德·罗杰斯表示，尽管这对日本车企而言是"非常利好的消息"，但日本汽车产业仍面 临其他挑战，例如来自中国和韩国车企 ...

Group 1 - Chinese companies including ByteDance, Alibaba, and Tencent have placed orders for at least $16 billion worth of Nvidia H20 chips in Q1 2024 [2] - Multiple fund companies have received notifications from index companies about a reduction in index authorization fees, with the fees being generally reduced by 20% [4] Group 2 - Several companies reported significant year-on-year net profit growth in Q1, including: - Yitu Technology with a 287% increase - Lantian Co. with a 3543% increase - Jinlang Technology with an 860% increase - Juchip Technology with a 386% increase - Wuhan Fangu with a 195% increase - Huichuan Technology with a 63.08% increase - Xingqi Eye Medicine with a 320% increase - WuXi AppTec with an 89.06% increase - Yunnan Baiyao with a 14% increase - Shengyi Electronics with a 656.87% increase - Hongjing Technology turning a profit of 21.65 million yuan [5] Group 3 - Several companies reported declines in net profit for Q1, including: - Transsion Holdings with a 70% decrease - Dongbei Group with a 5.85% decrease - Zhongbei Communication with a 59% decrease, despite a 973% increase in intelligent computing business revenue - BAIC Blue Valley with a net loss of 953 million yuan, planning to raise no more than 6 billion yuan through a private placement - Yanghe Distillery with a 39.93% decrease [6] Group 4 - Stocks of multiple companies will face delisting risk warnings starting April 30, including: - Sitong Co. - Baidu Co. - ST Dongfang, which will terminate its listing - Weitai, which will also face delisting risk warnings - Aiai Precision Engineering [7][8] Group 5 - Lifan Technology announced it could not disclose its regular report by the scheduled date and is unlikely to do so within the legal timeframe [10] - The stock of Huadian Co. is set for a reduction of up to 12 million shares by Huishi Holdings [11] - Sairisi has applied for a main board listing in Hong Kong, with CICC and China Galaxy International Securities as joint sponsors [12]

美国著名的畅销书（《黑天鹅》）作家，纳西姆·塔勒布曾经在推特上发过这么一句话： 如果你提前 24 小时告诉一位股民接下来要发生的新闻事件，我估计 他不到一年就会破产。 乍一看，这句话让人摸不着头脑。对于在股市中搏杀的投资者们来说，最重要的技能莫过于预测未来。如果我可以提前知道，明天央行会升息还是降息，统 计局发布的就业率数据是高了还是低了，通胀率和贸易顺差或逆差为多少，然后提前布局（比如买入或者卖出股票），那赚钱不是板上钉钉的事么？ 然而，现实要比想象复杂得多。为了验证预知未来是否能帮助投资者包赚不赔，美国的两位研究人员做了一个非常有趣的实测，并统计分析了实验结果 （Haghani and White, 2024）。 这个实验是这样设计的：每个参加人员的起始资金为100万美元。他有15次机会进行交易，选择买或者卖美国股票和30年债券。在决定买或者卖之后，他也 可以选择加杠杆，最高可以达到50倍杠杆。 这15次交易机会，是从2008到2022的15年间随机选出的15天。参加人员随机选到任何一天后，同时可以阅读该 交易日后一天 的《华尔街日报》头版。也就 是说，在你做出交易决策（买还是卖，买卖多少）前，其实你已经 ...