根据上银基金管理有限公司（以下简称"本公司"）与国联民生证券股份有限公司(以下简称"国联民生") 签署的销售协议和相关业务准备情况，自2025年6月30日起，国联民生将开始销售本公司旗下部分基 金。 客户服务电话：（0510）95570/4008885288 2、上银基金管理有限公司 网站：www.boscam.com.cn 客户服务电话：021-60231999 一、适用基金范围 ■ 注：在遵守基金合同、招募说明书及相关业务公告的前提下，销售机构办理各项基金销售业务的具体日 期、时间、流程、业务类型及费率优惠活动（如有）以销售机构的安排和规定为准。 二、投资者可通过以下途径咨询有关详情 1、国联民生证券股份有限公司 网站：www.glsc.com.cn 二〇二五年六月三十日 上银基金管理有限公司 关于旗下部分基金新增首创证券 为销售机构的公告 注：在遵守基金合同、招募说明书及相关业务公告的前提下，销售机构办理各项基金销售业务的具体日 期、时间、流程、业务类型及费率优惠活动（如有）以销售机构的安排和规定为准。 风险提示：本基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资产，但不保证基金一定盈 利，也不 ...

今日重点关注的财经数据与事件：2025年6月30日 周一 ① 待定 欧洲央行举行中央银行论坛 ② 09:30 中国6月官方制造业PMI ③ 14:00 英国第一季度GDP年率终值 ④ 14:00 英国第一季度经常帐 ⑤ 15:00 瑞士6月KOF经济领先指标 ⑥ 16:30 英国5月央行抵押贷款许可 ⑦ 20:00 德国6月CPI月率初值 ⑧ 21:45 美国6月芝加哥PMI ⑨ 22:00 美联储博斯蒂克发表讲话 ⑩ 22:30 美国6月达拉斯联储商业活动指数 ⑪ 次日01:00 美联储古尔斯比发表讲话 ⑫ 次日03:00 欧洲央行行长拉加德发表讲话 相关链接 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 根据《中华人民共和国证券投资基金法》《公开募集证券投资基金运作管理办法》《广发资管全球精选 一年持有期债券型集合资产管理计划（QDII）资产管理合同》（以下简称"资产管理合同"或"集合计划 合同"）的有关规定，广发资管全球精选一年持有期债券型集合资产管理计划（QDII）（以下简称"集合 计划"）已出现合同终止事由，广发证券资产管理（广东）有限公司（以下简称"集合计划管理人"）将 依据法律法规的规定及集合计划合同的约定履行财产清算程序并终止资产管理合同，此事项无需召开集 合计划份额持有人大会。本集合计划的最后运作日定为2025年6月30日，并将于2025年7月1日进入清算 程序。现将相关事宜公告如下： 一、本集合计划的基本信息 集合计划名称：广发资管全球精选一年持有期债券型集合资产管理计划（QDII） 集合计划代码： 广发资管全球精选一年持有期债券A人民币：873013 广发资管全球精选一年持有期债券C人民币：873017 广发资管全球精选一年持有期债券A美元：873018 广发资管全球精选一年持有期债券C美元：873021 集合计划运作方式：契约型开放式。对于 ...

Industry Overview - The electric vehicle (EV) industry is experiencing growth due to increased consumer interest and government incentives, despite facing challenges [1] - In 2024, 1.3 million EVs were sold, marking a 7% increase from the previous year, but high costs and inadequate infrastructure remain significant barriers for consumers [2] Company Analysis: Lucid Motors - Lucid Motors has faced production challenges and leadership changes, resulting in a 50% decline in stock price from its 52-week high, with shares currently under $3 [3] - The current market conditions for EVs are unfavorable, with reduced government support for infrastructure and incentives, which could hinder Lucid's growth [6][8] - Lucid's vehicles are priced significantly above the average EV price in the U.S., with the cheapest model starting at nearly $70,000, making it difficult to attract a broader customer base [10][12] - The company plans to launch a more affordable model, the Earth EV, priced around $48,000, expected in 2027 or 2028, which could improve production efficiency and customer reach [13] - Leadership instability is a concern, as Lucid is currently searching for a permanent CEO after recent changes, which may affect investor confidence [14][15]

以军袭击加沙多地 至少21名巴勒斯坦人死亡 智通财经6月30日电，据央视新闻报道，以色列军队29日晚间轰炸巴勒斯坦加沙地带多地，造成至少21 名巴勒斯坦人死亡。报道说，以军轰炸加沙地带北部杰巴利耶地区一栋房屋和一处街道，共造成至少20 人死亡。以军还轰炸了加沙地带南部汗尤尼斯市，造成1人死亡。以色列军方尚未对上述报道作出回 应。以军当天早些时候向加沙地带北部加沙城大部分地区和杰巴利耶地区的巴勒斯坦民众发布疏散通 知。 ...

为更好地满足广大投资者的理财需求，西藏东财基金管理有限公司（以下简称"本公司"）决定参与平安 银行股份有限公司（以下简称"平安银行"）基金认购、申购（含定期定额投资）费率优惠活动。具体如 下： 一、适用时间 费率优惠期限以平安银行公示为准。 二、适用基金范围 费率优惠期限内，本公司通过平安银行销售基金产品的，则自该基金产品在平安银行销售之日起，同时 开通该基金在平安银行的认购、申购（含定期定额投资）费率优惠活动。 三、费率优惠方案 费率优惠期限内，投资者通过平安银行认购、申购（含定期定额投资）上述基金的，认购、申购（含定 期定额投资）费率不设折扣限制，具体折扣费率以平安银行公示为准。上述基金原费率请详见基金合 同、招募说明书、基金产品资料概要等法律文件及其更新，和本公司发布的相关公告。 四、适用投资者 通过平安银行认购、申购（含定期定额投资）上述基金的投资者。 五、重要提示 1、基金的详细情况以及原费率详见相关基金的基金合同、招募说明书、基金产品资料概要等法律文件 及其更新以及本公司发布的最新相关业务公告。 1、西藏东财基金管理有限公司 客户服务电话：400-9210-107 网址：www.dongcaiji ...

Core Viewpoint - Main Street Capital is recognized as a strong passive income producer, particularly through its high-yielding dividend payments and supplemental dividends, making it an attractive investment for those seeking to grow passive income streams [2][13]. Company Overview - Main Street Capital is a business development company (BDC) that provides debt and equity capital to lower-middle-market companies with revenues between $10 million and $150 million, as well as loans to larger companies [4]. - The company aims to protect invested capital, deliver high recurring income, and provide opportunities for capital gains through its structured investments [5]. Financial Performance - Main Street Capital's secured debt investments yield a high return, with a current portfolio generating a 12.4% weighted average cash coupon, which supports recurring interest income for dividend payments [6]. - The company has a strong dividend track record, having never suspended or reduced its dividend since its IPO, and has consistently paid dividends at or above the previous month's rate [8]. Dividend Strategy - Main Street Capital distributes 90% of its income to investors via dividends, complying with IRS regulations [7]. - The company pays a base monthly dividend that is conservatively covered by earnings, and has increased its dividend payout by 132% since late 2007, with a recent 2% increase in its monthly dividend [9][10]. - In addition to the base dividend, Main Street Capital pays supplemental dividends, typically $0.30 per share quarterly, resulting in a total annualized yield of 8% [11][12]. Investment Appeal - The company is viewed as a magnificent passive income investment due to its high-yielding and steadily rising dividends, which are expected to help investors reach their passive income targets more quickly [13].

A股：大家要做好心理准备，不出所料，明天周一股市很可能这样走 一、大家得有个心理准备，很多人操作起来可能还比较懵。不过我下周并不太悲观。三大指数里沪指虽然收跌，但成交量还在1.5万亿以上，有超3300家个 股上涨，盘面调整得挺健康的，跌停的也就5家。 不过资金面有个地方得注意，周五逆回购利率大涨，这说明市场上有点缺钱。下周看数据，有2万亿的资金到期。要是央行能续上，那问题不大；要是缩量 回踩也不用担心，至少说明主力没砸盘跑路。所以，下周调整下来，反而更多是机会，大家要抓住！ 特别是周五的大跌，是银行四大行领跌。这些在历史高位的防御避险板块大跌领跌，反而说明市场要涨。不怕市场跌，就怕银行涨。具体逻辑马犇之前反复 分析过，这里就不多说了。 三、去年九月的大涨行情，最高上涨到3674点，还没有触及箱体的上沿，就冲高回落了。 说明3600点以上压力极大，没有实质性利好，很难轻易被突破。上证指数之前几次大牛市，都与美联储降息周期的时间重合，去年九月的大涨行情，也是美 联储第一次降息后开始的。 美联储延缓降息，上证指数再也没有突破3509点。可以得出结论，牛市与美联储降息存在明显的同步性。降息会延迟到九月，上证指数的反转 ...

Core Viewpoint - Nvidia is identified as the best investment choice among the "Magnificent Seven" technology stocks for the second half of the year, despite its stock having increased by 800% over the past three years [1]. Group 1: Nvidia's Role in AI - Nvidia designs the essential chips, known as graphics processing units (GPUs), that are crucial for AI model training, enabling complex task handling and real-world problem-solving [3]. - The company has transitioned from primarily serving the video gaming market to capitalizing on the AI boom, with forecasts predicting the AI market will reach trillions of dollars in the coming years [5]. - Nvidia has expanded beyond GPUs, developing software and networking tools, and aims to support future humanoid robots, allowing it to benefit from all stages of AI development [6]. Group 2: Innovation and Competition - Nvidia focuses on annual innovation, committing to yearly chip updates and providing visibility into planned launches for the next three years, which helps maintain its competitive edge [7]. - Despite competitors like Advanced Micro Devices (AMD) gaining market share, Nvidia's innovation and the high demand for AI products allow it to remain a leader without significant encroachment from rivals [7]. Group 3: Market Challenges and Opportunities - The U.S. export restrictions to China have impacted Nvidia, as this market accounted for 13% of its revenue last year, potentially limiting growth opportunities [8]. - However, Nvidia generates most of its revenue in the U.S. and other regions, suggesting that the export situation may not severely hinder its growth trajectory [8]. Group 4: Investment Rationale - Nvidia is considered the best overall AI investment due to its extensive presence across all stages of AI technology development [9]. - Major tech companies rely on Nvidia for their platforms, and this dependency is expected to continue as they implement AI solutions and develop humanoid robots [10]. - Nvidia's current valuation, trading at 36 times forward earnings estimates, presents significant growth potential compared to its previous valuation of over 50 times [11].

《大钱：如何选择成长股》 （美）弗雷德里克·R.科布里克 著 卢 斌 张小敏 译 中国人民大学出版社 2025年4月出版 ◎潘楷昕 2015年深秋，明尼苏达州明尼阿波利斯，52岁的普通家庭主妇安妮·约翰逊正在整理父亲去世后留下的 遗物。书房的角落里，她在一个尘封的老式保险箱底部，发现了三张泛黄的股票证明书。当她拿起手机 查询这些股票现值时，眼前的数字让她惊讶得差点滑落手机。原来，父亲早在1970年、1981年和1986年 分别购入沃尔玛、家得宝和微软的股票，每只股票仅投资1000美元。如今，这些股票的总市值已超过 280万美元，增长近940倍。更让她惊奇的是，她的父亲罗伯特并不是华尔街精英，只是一位普通高中数 学教师。翻阅父亲留下的投资日记，安妮发现他的"致富秘诀"出奇简单：找到几家卓越公司，买入股 票，然后在接下来30多年里对市场的惊涛骇浪充耳不闻，只是静静持有。 这个令人惊叹的真实故事，充分诠释了弗雷德里克·R.科布里克的核心投资理念：长期持有卓越企业。 在长达34年的基金经理生涯中，科布里克管理的资产年均回报率达18.8%，几乎是同期标普500指数的 两倍。他执掌的"道富研究资本基金"被《今日美国》评为 ...