高盛更新对平安的预测，以反映2025年第三季的业绩及更新后的预测。在考虑2025年第三季业绩和最新的投资市场表现后，高盛将2025-2027财年的净利润预期上调3-19%。这相当于2025-2 平安第三季业绩大致好于高盛以及市场预期，这表明：1）股票投资收益显著增长；2）新保单销售势头强劲；3）资产管理业务亏损大幅减少。高盛预期股价将对此会有积极反应。平安第三季税 责任编辑：史丽君 高盛发布研报称，略上调中国平安（02318）H股目标价1.6%，从63港元升至64港元，同时略上调对其A股目标价，二者评级均维持"买入"。 ...

高盛发布研报称，略上调中国平安（601318）(02318)H股目标价1.6%，从63港元升至64港元，同时略上 调对其A股目标价，二者评级均维持"买入"。 平安第三季业绩大致好于高盛以及市场预期，这表明：1)股票投资收益显著增长;2)新保单销售势头强 劲;3)资产管理业务亏损大幅减少。高盛预期股价将对此会有积极反应。平安第三季税后营业利润 (OPAT)同比增9%至385亿元人民币，寿险(life)盈利超过预期，销售及新业务价值增长势头强。 高盛更新对平安的预测，以反映2025年第三季的业绩及更新后的预测。在考虑2025年第三季业绩和最新 的投资市场表现后，高盛将2025-2027财年的净利润预期上调3-19%。这相当于2025-2027财年集团层面 股东权益预测调高2-3%。同时，在反映2025年第三季强劲的销售业绩后，将2025-2027财年的首年保费 (premium)预测上调5-9%，并将2025-2027财年的新业务价值(VONB)预期上调5-9%。 ...

Core Viewpoint - The significant paper gains from the investment in Ying Shi Innovation have boosted the stock price of Xunlei (XNET) by 26.53%, raising its market capitalization to $400 million [1] Group 1: Company Performance - Xunlei's stock closed at $6.39 per share, with a total market value of $400 million following the surge [1] - The market value of Xunlei's holdings in Ying Shi Innovation has exceeded 7 billion yuan, which is 2.4 times its own market capitalization [1] Group 2: Investment Details - Xunlei led the B round financing of Ying Shi Innovation in 2016 and currently holds 7.84% of its shares, approximately 31.44 million shares [1] - As of August 15, the stock price of Ying Shi Innovation was reported at 224.42 yuan per share, with a total market capitalization nearing 90 billion yuan, making Xunlei's stake worth approximately 7.05 billion yuan [1] Group 3: Market Reactions - On August 15, Ying Shi Innovation's stock hit the daily limit, following a first-day increase of over 274% after its listing on the Sci-Tech Innovation Board in June [1] - Despite controversies surrounding the chairman's actions, Ying Shi Innovation's stock price still managed to rise [1]

Core Viewpoint - Tibet Tianlu (600326.SH) has sold 25 million shares of China Power Construction (601669.SH) for a total transaction amount of 184 million yuan, resulting in a net investment gain of approximately 45.75 million yuan, which is expected to positively impact the company's net profit for 2025 [1][2] Group 1: Company Actions - Tibet Tianlu announced the sale of 25 million shares of China Power Construction, with a total transaction value of 184 million yuan [1] - After the sale, Tibet Tianlu retains 41.77 million shares of China Power Construction [1] - The estimated net profit impact from this sale is approximately 45.75 million yuan, accounting for 43.87% of the company's audited net profit attributable to shareholders for the last fiscal year [1] Group 2: Financial Performance - The investment gain from the sale, after deducting related fees and taxes, is expected to have a positive effect on the company's net profit for 2025 [1] - Tibet Tianlu's performance forecast for the first half of 2025 indicates a projected net loss of between 77 million yuan and 115 million yuan, representing an increase in losses compared to the previous year [2] - The anticipated loss increase ranges from 14.38% to 70.83% compared to the same period last year [2] Group 3: Market Performance - China Power Construction's stock price has increased by over 30% in the past month, reaching a peak of 7.84 yuan per share [2] - Tibet Tianlu's stock price has surged over 100% in the same timeframe [2] - As of the latest close, China Power Construction's stock price was 6.46 yuan per share, with a trading volume of 2.722 billion yuan [1]

Core Viewpoint - The company has sold 25 million shares of China Power Construction Corporation for a total transaction amount of 184 million yuan, which represents 4.78% of the company's audited net assets attributable to shareholders for the most recent fiscal year [1] Group 1 - After the sale, the company retains 41.77 million shares of China Power Construction Corporation [1] - The preliminary financial assessment indicates that the net investment income from the sale, after deducting costs and related transaction taxes, is approximately 45.75 million yuan, impacting the current net profit by the same amount [1] - This net profit impact accounts for 43.87% of the company's audited net profit attributable to shareholders for the most recent fiscal year [1]

但其中也有一部分跑输了指数，如果不谨慎挑选的话，也有可能买到的基金，实际上跑不赢指 数。 那应该如何挑选优秀的指数增强基金呢？ 这里有一门限时免费的福利课程，介绍了指数增强基金的投资方法。 想要获取这个课程，可以添加下方「课程小助手」，回复「 指数增强 」领取哦 ～ 文 | 银行螺丝钉 （转载请注明出处） 从历史数据看，指数增强基金的平均收益，多数年份是可以跑赢对应指数的。 散户平均收益，低于市场。主要是追涨杀 跌、频繁交易带来的。 ◆◆◆ 其实投资股票基金,收益并不一定来自某 个投资者亏损。如果投资妥当，是可以做 到所有投资者都长期赚钱的。 因为股票并不是一个「零和游戏」。 上市公司整体是盈利的。 A股上市公司长 期盈利增长速度，在年化10%上下。 所有的股东,持有所有股票,就可以享受 这个年化。 所以投资股票资产,并不需要谁亏钱,是 可以做到所有股东都赚钱的。 不过，在实际投资过程中,感受肯定不是 这样。 想要收益好,就得克服上面两点。 ..., ... .. ▼点击阅读原 文，免费学习大额家庭资产配置课程 ...