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投顾周刊:公募与社保基金连续两季“同框”98只个股
Wind万得· 2025-08-23 22:40
Group 1 - Foreign capital is accelerating its layout in A-shares, with QFII holdings increasing by 8% to approximately 2.5 trillion yuan as of August 21, 2025, compared to 2.31 trillion yuan at the end of 2024, representing 2.72% of the total circulating market value of A-shares [2][4] - Public funds and social security funds have jointly held 98 stocks for two consecutive quarters, primarily in high-growth sectors such as pharmaceuticals and chemicals, with a total market value increase of 3.64% from the first quarter to the second quarter [2][4] - The Shanghai Composite Index has reached a ten-year high, yet 94 actively managed equity funds have not yet returned to breakeven after ten years, with 18 of these funds showing losses exceeding 30% [3][4] Group 2 - The bond market is experiencing rapid sentiment recovery, with funds beginning to adopt a bond-buying strategy, although the stability of the bond market has not yet been established [3][4] - The Federal Reserve's July meeting minutes indicate that nearly all policymakers support maintaining interest rates, highlighting inflation risks and the impact of tariffs on inflation [5][4] - South Korean investors have significantly increased their purchases of Chinese assets, making China the second-largest overseas investment destination for South Korea, with net purchases of approximately $499 million in Chinese stocks this year [5][4]
中央决定:宋修德任国家铁路局党组书记
券商中国· 2025-08-19 08:09
2024年9月,他任国家铁路集团党组副书记,同年12月,宋修德任国家铁路集团董事、总经理、党组副书记。 今年6月12日消息,交通运输部党组成员,国家铁路局党组书记、局长费东斌涉嫌严重违纪违法被查。 据国家铁路局网站消息,2025年8月19日上午,中央组织部有关负责同志出席国家铁路局领导干部会议,宣布中央决定: 宋修德同志任国家铁路局党组书记。 公开简历显示,宋修德,1967年出生,本科毕业于长沙铁道学院,硕士研究生毕业于石家庄铁道学院,在北方交通大学 经济管理学院获博士学位。 他曾任:广州铁路(集团)公司党委书记、副董事长,昆明铁路局局长、党委副书记,哈尔滨铁路局局长、党委副书 记,中铁快运股份有限公司总经理,成都铁路局局长、党委副书记,中国铁路成都局集团有限公司党委书记、董事长等 职。 2019年12月,他任国家铁路集团总调度长、运输部主任,2023年2月任国家铁路集团副总经理、党组成员。 百万用户都在看 重大突破!刚刚,利好消息传来 突然升温!A股逼近3700点,该怎么操作?切记,这是上涨中最容易犯的错 美联储,重大宣布! 鲍威尔,大消息! 违法和不良信息举报电话:0755-83514034 邮箱:bwb ...
明起军事活动,禁止驶入!
Zhong Guo Ji Jin Bao· 2025-08-11 12:42
据中国海事局网站消息,烟台海事局发布航行警告,8月12日至14日每日6时至18时,渤海海峡大竹山岛 附近海域部分水域内进行军事活动,禁止驶入。 A股又大涨,火速研判!"或再度上攻" (原标题:明起军事活动,禁止驶入!) 来源:中国海事局网站 ...
特朗普承认:这就是美国对中国干的事
21世纪经济报道· 2025-06-30 15:08
Group 1 - The article discusses allegations made by a Fox News host regarding China's involvement in "cyber attacks" and "intellectual property theft" against the United States [1] - Trump responded to the allegations by questioning whether the U.S. has also engaged in similar actions against China, highlighting the competitive nature of international relations [2] Group 2 - The article mentions significant financial news, including the Hong Kong tycoon Cheng Yu-tong family receiving 88.2 billion HKD in financial aid [3] - It reports on a luxury car originally priced at 4 million CNY being auctioned for 890,000 CNY, previously owned by a bank chairman [3] - The article notes that over 3,700 stocks in the A-share market have risen in the first half of the year, indicating a bullish trend [3]