新一轮的涨价潮，是要来了吗？ 2025年12月15日起，在无官方通知的情况下，麦当劳对多款餐品的价格进行上调，涨幅在0.5-1元， 包括多款汉堡、小食及套餐。 然后是茅台。 2025年12月24日，第三方平台"今日酒价"数据显示，茅台酒全系列产品批发价全线上涨，其中25年 飞天茅台原箱单日涨40元至1600元/瓶，生肖蛇原箱单日暴涨230元至2000元/瓶，非标产品涨幅显 著。 再然后是中芯国际。 中芯国际已经对部分产能实施了涨价，涨幅约为 10% 。据 《科创板日报》报道，中芯国际已向下游 客户发布涨价通知，且此次涨价主要集中于8英寸BCD工艺平台，涨价幅度在10%左右。 再然后是航运方面。 全球主要集装箱航运公司已陆续发布新年首轮运价调整通知。地中海航运（ MSC ）、达飞轮船（ CMA CGM ）、马士基（ Maersk ）及赫伯罗特（ Hapag-Lloyd ）等巨头纷纷行动。 计划自 2026 年 1 月 1 日起，对欧洲、地中海、非洲、拉美等多条关键航线征收旺季附加费（ PSS ）或上调均一运费率。 再再然后，手机其实也有涨价。 这段时间，我不知道大家有没有关注，好多行业，好多东西，要开始涨价了。 ...

| 上周公募调研次数排名前十 A 股 | | | | --- | --- | --- | | A 股简称 | 申万一级行业 | 被调研次数 | | 长安汽车 | 汽车 | ୧୯ | | 英通线缆 | 电力设备 | 37 | | 品红 | 医药生物 | 35 | | 博盈特焊 | 机械设备 | 29 | | 神工股份 | 电子 | 29 | | 興比中光 | 車子 | 20 | | 景嘉微 | 国防军工 | 18 | | 本钢板材 | 钢铁 | 15 | | 永鼎股份 | 通信 | 14 | | 天康生物 | 农林牧渔 | 13 | | 数据整理自:公募排排网,统计周期 2025年 12月15日-12 月 21 日,以上内容不构成 | 股票推荐或投资建议,短期个股业绩不代表未来表现,亦不代表基金必然投资方向。 | | 转自：新华财经 新华财经上海12月22日电（林郑宏）年末公募快马加鞭赶调研，前瞻布局2026年投资主线。据公募排排 网数据显示，上周（2025年12月15日-12月21日）120家公募机构合计开展A股调研达545次，调研范围 覆盖到23个申万一级行业中的89只个股，展现出公募机构对市场机会的深度挖 ...

"大幅增税的信号一放出，企业就开始跑路了。" 格里姆担忧地表示，德国企业对税收政策极其敏感，如今政府财政窟窿越来越大，增税几乎已成定局， 许多制造企业正计划将生产线迁往东欧、东南亚等税负更低的地区。 企业出逃带来的连锁反应更可怕——就业岗位减少、经济增长乏力，形成"增税→企业逃离→税收减少 →再增税"的恶性循环。 比企业出逃更致命的是人才流失。 "政府正把德国推向灾难边缘！"经济顾问格里姆的怒斥，揭开了德国经济的残酷现状。 生产转移、创新停滞、人才外流，曾经的"欧洲经济引擎"正遭遇多重打击，而格里姆直指病根——德国 政府的财政与养老金政策，不仅牺牲普通民众利益，更让国家财政濒临"钱花光"的绝境。 格里姆在接受《奥格斯堡汇报》采访时抛出一组惊人数据：到2029年，德国的社会支出、利息支付和国 防开支，就将耗尽所有预计的政府收入。 这意味着届时政府将无钱投入教育、基建和产业升级，只能靠借债或加税维持运转，而企业界早已嗅到 危机，开始用脚投票。 创新停滞的问题早已凸显。格里姆批评，受过去工业成功的路径依赖和政治顾虑影响，德国在高科技领 域投入严重不足。 "基因工程怕争议，人工智能追不上进度，核技术更是不敢碰，处处畏 ...

消息面上，国泰海通证券在今年9月发布的研报指出，在基金管理领域，公司重点投资科技领域公司， 自21年以来，新成立基金全部面向高科技领域。公司近年来投资典型案例中包括盛美半导体、上海微电 子等。不过，国泰海通证券在研报中提示，以上公司为历史投资项目，部分项目可能已经退出。 研报中指出，财务投资方面，众多投资标的成为行业领军企业，如长江存储、Circle、第四范式、商 汤、恒翼生物等，覆盖科技各领域，公司众多优质投资项目逐渐进入收获期。重要企业投资方面，光大 养老业绩稳健，特斯联有望把握AI浪潮高速发展，加快上市步伐。 中国光大控股(00165)今早一度涨超11%，截至发稿，涨7.51%，报9.73港元，成交额2.64亿港元。 ...

听说有人买股票，不仅一分钱没花，最后券商账户里的成本价还变成了负数，相当于倒贴钱把股票送他了。 这不是天方夜谭，而是 在A股真实发生过的"神话"。 秘诀就藏在一个被很多人忽略的指标里，股息。 在化工细分领域，有国光股份，上市十年，平均股息率6.59%。 厨电行业的浙江美大、银行业巨头民生银行、煤炭板块的盘江股份、 休闲服装品牌森马服饰，以及做糕点食品的元祖股份，共同填满了这15家的名单。 举个例子，一家叫兖矿能源的煤炭公司，上市27年了，雷打不动年年给股东发现金红包。 最近十年，它平均每年的股息率高达 8.85%。 什么意思呢？ 假如你在十年前用10万块买了它的股票，不算股价涨跌，光是每年收到的现金分红，到现在累计可能都超过8 万块。 如果有投资者在早期股价更低的时候买入，然后每年把收到的分红再投入，长期下来，分红积累的收益甚至超过了最初的买 入成本，这在账面上看起来，就像"白捡"了股票，成本自然成了负数。 这种"神操作"的基础，是极其苛刻的：公司自打上市起，一天都不能间断分红，而且最近十年的平均股息率要超过6%。 在A股五千 多家公司里，符合这个"铁律"的，只有区区15家。 它们就像一个特殊的"高股息俱乐部 ...

Group 1 - The core viewpoint of the article emphasizes the significant investment opportunities in high-tech sectors, particularly in GPU technology and AI applications, as exemplified by the successful debut of Moore Threads on the STAR Market [1][4][13] - Moore Threads, known as the "first domestic GPU stock," achieved a market capitalization of 305.5 billion yuan on its first trading day, with a share price increase of 468.78% from its issue price [1][2] - The low subscription rate of 0.036% for Moore Threads indicates the high demand and competitive nature of investing in this sector, likening it to a lottery [2][3] Group 2 - The article highlights the growing reliance on GPUs across various industries, including AI, robotics, and autonomous driving, which are critical for tasks such as AI model training [4][5][6] - The potential for Moore Threads to compete with industry leader NVIDIA is discussed, suggesting that if it can catch up or surpass NVIDIA, it could lead to substantial market shifts [8][9] - The article also introduces the concept of AI manga, which utilizes AI to create animated content at significantly reduced costs, showcasing the efficiency gains from AI integration in creative industries [16][21][24] Group 3 - The article discusses the broader implications of AI and high-tech advancements, suggesting that they represent a new wave of industrial revolution and wealth distribution opportunities [40][41][44] - It emphasizes the importance of embracing trends in high technology and AI for investment strategies, advocating for either direct involvement in the industry or financial investment in promising companies like Moore Threads [48][54] - The need for diversified investment strategies is highlighted, cautioning against concentrated investments in high-risk sectors while still aiming to capture future trends [56][57]

Group 1 - The core issue highlighted is the imbalance in income distribution, where the share of residents in the initial income distribution is only 60.6%, significantly lower than the global average, while the corporate sector takes a larger share [4][6] - In 2024, China's GDP is projected to grow by 5.2%, but the retail sales of consumer goods are only expected to increase by 4.5%, indicating a lack of genuine consumption recovery [3][4] - The total household deposits in 2024 surged by 14.26 trillion yuan, surpassing 203 trillion yuan, while the broad money supply (M2) reached 313.53 trillion yuan, suggesting that excess liquidity is not reaching consumers [3][4] Group 2 - The state-owned enterprises (SOEs) have assets totaling 400 trillion yuan, yet a significant portion of their profits is reinvested rather than distributed to employees or society [6][7] - The shift towards high-tech and new energy sectors is acknowledged, but these industries have high barriers to entry and do not create enough jobs to absorb the displaced workforce from traditional manufacturing [7][9] - The "15th Five-Year Plan" emphasizes the need for reforms in income distribution, social security improvements, and affordable housing to enhance consumer spending and address the root causes of low consumption [7][9]

Core Points - The "2025 China-ASEAN Week" held in Fuzhou, China, focuses on the theme of "Shared Destiny: Connecting ASEAN 2045 Vision with Chinese Modernization" [1] - The event highlights the strong partnership and vibrant cooperation between China and ASEAN over the past 30 years, contributing significantly to regional peace, stability, and prosperity [1] - The event aims to address challenges posed by unilateralism and protectionism, proposing a "China-ASEAN Solution" to create a closer community of shared destiny [1] Group 1 - The opening ceremony featured the release of the "China-ASEAN Trade and Investment Cooperation Progress Report (2024-2025)" [1] - Representatives from various ASEAN countries emphasized the importance of deepening international cooperation across multiple fields [2] - The event is seen as a platform to showcase the achievements of China-ASEAN cooperation and to promote the construction of a community with a shared future [1][2] Group 2 - New initiatives such as the launch of the China-ASEAN Seafood Exchange's cross-border business and the "China-ASEAN Digital Cultural IP Library" signify a shift towards substantial cooperation [2] - There is a call to expand cooperation beyond traditional areas like trade and investment into emerging fields such as digital transformation, green economy, and technological innovation [2] - The integration of Malaysia's manufacturing capabilities with ASEAN's digital infrastructure and China's innovations in AI and high-tech is aimed at building a more resilient and integrated supply chain [2]

Group 1 - The U.S. stock market closed mixed, with the Dow Jones down 0.65%, S&P 500 slightly down 0.05%, and Nasdaq up 0.13% [1] - Technology stocks showed mixed performance, with Micron Technology and SanDisk rising over 4%, Oracle up over 2%, and Microsoft and Nvidia up over 1% [2] - Most popular Chinese concept stocks declined, with the Nasdaq Golden Dragon China Index down 1.61%, and companies like Futu and Xpeng Motors falling over 5%, while Alibaba dropped over 3% [3] Group 2 - A new round of domestic demand expansion measures is expected to be introduced, focusing on enhancing supply-demand compatibility to release consumption potential and promote economic circulation [4] - Berkshire Hathaway has made significant moves in the tech sector, purchasing shares in Google-A while continuing to reduce its stake in Apple, indicating a strategic shift possibly related to future leadership [5]

Group 1 - The Vietnamese National Assembly is reviewing three significant laws: the Digital Transformation Law, the High Technology Law (Amendment), and the Amendment of Certain Provisions of the Technology Transfer Law [1][2] - The Digital Transformation Law aims to establish a comprehensive legal framework for digital transformation across various sectors, enhancing international cooperation and integration [1] - The High Technology Law (Amendment) consists of six chapters and twenty-seven articles, focusing on policies to encourage and promote high-tech activities, including the development of a high-tech ecosystem and management mechanisms [1] Group 2 - The amendments to the Technology Transfer Law focus on six policy directions, including clarifying the legal scope to align with global trends and supporting local technology transfer among enterprises, organizations, and individuals [2] - The amendments aim to build a specialized and transparent technology market to facilitate the commercialization of research results [2]