尽管基本面强劲，券商股H股在9月的表现未如理想，市场对2025年第四季至2026年上半年的增长以及 国家队减持的担忧影响了表现。目前估值为1倍远期市账率，平均股本回报率为9%，该行预计随着成交 量强劲增长和盈利超预期，估值仍有上行空间。中金、中信证券(06030)和广发证券(01776)是美银证券 首选股，预计2025至2026财年盈利增长强劲，股本回报率持续改善。 美银证券将中国券商股2025至2026年的盈利预测上调0%至13%，预计主要上市中国券商2025至2026年 平均盈利增长30%，中金公司表现料领先。美银证券对2025至2026年A股日均成交额预测上调14%至 18%，料为1.6万亿至1.7万亿元人民币。H股券商的目标价平均上调4%(详见另表)，以反映更高的盈利 预测。充裕的市场流动性继续支持市场上升，四中全会、"十五五"规划以及潜在的监管宽松政策将是值 得关注的关键催化剂。 美银证券发布研报称，预期中国券商2025年第三季平均净利润按季增长9%，同比增长21%，受强劲的 经纪业务费用增长支持，股票交易收入可能超出预期，推动整体表现。中金公司(03908)和中信建投证 券(06066)预计将领跑 ...

这就是激发"交易员圣经"灵感的人：杰西·劳里斯顿·利弗莫尔（Jesse Lauriston Livermore），他是埃德温·勒费弗（Edwin Lefevre）《股票作手回忆录》 中主人公的原型。 华尔街对他着迷不已。 利弗莫尔的一生充满辉煌与奢靡，周围环绕着情妇、丑闻、金钱与破产。他是一位传奇交易员，在1929年股灾中大赚数百万。 但到了1934年，利弗莫尔在股市上五年前赚得的1亿美元财富几乎耗尽。他宣布第三次破产，经历第二次离婚，并于1940年自杀——当时的报纸更关注他 的丑闻，而非他早年的辉煌成就。 这就是他的故事。 引自威利（Wiley）的《股票作手回忆录》中埃德温·勒费弗的语录；历史资料来源于汤姆·鲁比松的《杰西·利弗莫尔——华尔街小霸王》。 杰西·利弗莫尔1877年出生在一个农民家庭，3岁半时便学会了阅读和写作。 年轻而有决心的利弗莫尔便离家出走。 14岁时，他凭魅力获得了波士顿一家证券公司——Paine Webber的董事助理职位。 1920年的Paine Webber办公室。利弗莫尔的职业生涯从波士顿Paine Webber的董事助理做起。来源：Wikimedia Commons 利弗莫尔没 ...

U.S. stocks traded mixed midway through trading, with the Nasdaq Composite gaining more than 50 points on Wednesday. The U.S. federal government officially entered a shutdown at 12:01 a.m. on Wednesday, Oct. 1, after Congress failed to reach an agreement on a spending plan.The Dow traded up 0.03% to 46,413.22 while the NASDAQ rose 0.34% to 22,737.37. The S&P 500 also fell, dropping, 0.21% to 6,702.84.Check This Out: 5 Stock Picks From September By Wall Street’s Most Accurate AnalystsLeading and Lagging Sect ...

Market Performance - On September 30, US stock indices collectively rose, with the Dow Jones increasing by 0.18% to 46,397.89 points, the S&P 500 up by 0.41% to 6,688.46 points, and the Nasdaq Composite rising by 0.3% to 22,660.01 points [2][3] - In September, the Dow Jones gained 1.87%, the S&P 500 rose by 3.53%, and the Nasdaq increased by 5.61% [5] Gold Market - Gold prices exhibited a "V" shaped movement, initially surpassing $3,870 per ounce before sharply dropping below $3,800, and later stabilizing around $3,860 per ounce [5] Oil Market - International oil prices fell on September 30, with WTI crude oil futures closing down 1.70% at $62.37 per barrel, and Brent crude oil futures down nearly 1.40% at $67.02 per barrel [6] Berkshire Hathaway Acquisition - Berkshire Hathaway is reportedly in talks to acquire Occidental Petroleum's chemical business, OxyChem, for approximately $10 billion [8] - If completed, this transaction would be Berkshire's largest acquisition since 2022 and is expected to be finalized within a few days [9] - Berkshire Hathaway is the largest shareholder of Occidental Petroleum, holding about 27% of its outstanding shares [10]

Group 1 - The stock codes for the ChiNext board start with 300 or 301, with 300 indicating existing stocks and 301 indicating newly listed stocks after the registration system [1] - Trading hours for the ChiNext board are similar to other A-share markets, with specific times for pre-market, continuous trading, and post-market pricing [1] Group 2 - The ChiNext board has a price fluctuation limit of 20%, which is higher than that of the main board, indicating relatively higher trading risks [2] - The ChiNext primarily serves growth-oriented, small to medium-sized high-tech enterprises, with lower listing thresholds compared to the main board, focusing on innovation and growth potential [2] - Companies listed on the ChiNext are generally in a growth phase, with smaller scales and potentially lower operational stability compared to main board companies, leading to higher stock price volatility and investment risks [2] Group 3 - Individual investors must meet specific asset thresholds, with an average daily asset of at least 100,000 RMB over the past 20 trading days to open trading permissions for the ChiNext [2] - Investors need at least 24 months of trading experience in securities to qualify for ChiNext trading, with exceptions for certain investors under new regulations [3] - Risk assessment must classify investors at a C4 level (aggressive) or higher, with a validity period of two years for the assessment [3] Group 4 - Investors who opened accounts for the ChiNext before 2020 can directly apply for trading permissions without waiting for the average daily asset requirement [4]

Core Points - Lennar Corp's shares have decreased by 2.5%, trading at $126.29, following a miss on third-quarter revenue expectations and a disappointing fourth-quarter forecast for home orders [1] - The company is facing challenges due to job market instability and inflated prices [1] Stock Performance - If the stock continues to decline, it will mark its seventh loss in the last nine sessions, currently trading at its lowest level since mid-August [2] - The stock has pulled away from its year-to-date peak of $144.24 on September 5, and currently has a 32.4% year-over-year deficit [2] - Analysts are predominantly bearish, with only four out of 19 brokerages recommending a "strong buy" while the rest suggest a "hold" [2] Options Activity - There has been significant options activity with 23,000 calls and 22,000 puts exchanged, which is 10 times the typical amount [3] - The most popular contract is the September 130 put, indicating new positions are being opened [3]

U.S. stocks traded higher this morning, with the Nasdaq Composite gaining more than 100 points on Monday.Following the market opening Monday, the Dow traded up 0.19% to 45,922.93 while the NASDAQ rose 0.63% to 22,280.38. The S&P 500 also rose, gaining, 0.47% to 6,615.11.Check This Out: 5 Stocks In The Spotlight From Wall Street’s Most Accurate Analysts Last WeekLeading and Lagging SectorsCommunication services shares jumped by 1.7% on Monday.In trading on Monday, consumer staples stocks fell by 0.6%.Top Hea ...

星源卓镁9月11日交易公开信息 星源卓镁今日上涨5.21%，全天换手率48.13%，成交额8.51亿元，振幅18.07%。龙虎榜数据显示，机构 净买入2307.14万元，营业部席位合计净卖出4844.20万元。 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 机构专用 | 2691.72 | 691.79 | | 买二 | 机构专用 | 2631.44 | 577.32 | | 买三 | 海通证券股份有限公司长沙五一大道证券营业部 | 1222.86 | 12.40 | | 买四 | 机构专用 | 1064.01 | 935.27 | | 买五 | 国泰海通证券股份有限公司重庆万州北滨大道证券营业 部 | 907.51 | 21.97 | | 卖一 | 东方证券股份有限公司上海松江区沪亭北路证券营业部 | 4.55 | 2065.60 | | 卖二 | 机构专用 | 0.00 | 1875.65 | | 卖三 | 华鑫证券有限责任公司上海茅台路证券营业部 | 1.03 | 1862.92 ...

Group 1 - Cathie Wood, founder and CEO of ARK Invest, purchased 108,238 shares of Figma stock through the ARKW ETF, valued at approximately $7,374,254, indicating strong confidence in the design platform's future [1] - The ARKK ETF acquired 131,700 shares of Intellia Therapeutics stock, totaling $1,542,207, continuing a recent trend of increasing holdings and reflecting long-term potential confidence [1] - Cathie Wood reduced holdings in Roku by selling 26,465 shares, valued at $2,606,008, consistent with a recent trend of divesting from the streaming device manufacturer [1]

②美国财长贝森特表示，将在劳动节前后与美联储主席候选人会面；相信普京与泽连斯基将举行双边会 晤； ④俄外长：俄方不拒绝任何形式的乌克兰问题谈判； ⑤日本防卫省要求编制史上最大规模的防卫预算； ⑥泽连斯基：已着手制定具体安保方案； ⑦马克龙：建议俄乌领导人会晤在瑞士日内瓦举行； 【市场动态】 【时政新闻】 ①特朗普：正在安排普京和泽连斯基的会面； ③欧洲理事会举行视频会议，讨论华盛顿乌克兰会谈成果； ②欧洲主要股指集体走高，截至发稿，英国富时100指数涨0.33%，法国CAC40指数涨近1%，德国DAX 指数涨0.22%，欧洲斯托克50指数涨0.75%； ③英特尔美股盘前涨近6%，小鹏汽车盘前涨逾3%； 【公司新闻】 ①软银与英特尔就收购合同芯片制造业务展开谈判； ②软银集团斥资20亿美元入股英特尔。 ①美股三大股指期货盘前涨跌不一，截至发稿，道指期货涨0.12%，标普500指数期货跌0.06%，纳指期 货跌0.14%； ...