公募基金方面，本期较上一期持股增加的公募基金共计4个，包括易方达国证机器人产业ETF、弘毅远 方甄选混合A、嘉实上证科创板工业机械ETF、前海开源中证健康指数，持股增加占比达0.82%。本期 较上一季度持股减少的公募基金共计1个，即光大保德信专精特新混合A，持股减少占比小幅下跌。本 期较上一季度新披露的公募基金共计4个，包括蜂巢先进制造混合发起式A、华富人工智能ETF联接A、 华富中证人工智能产业ETF、华宝上证科创板人工智能ETF发起式联接A。本期较上一季未再披露的公 募基金共计158个，主要包括博时科创板人工智能ETF、南方中证1000ETF、博时科创100ETF、科创 100ETF基金、华夏中证1000ETF等。 2025年10月30日，凌云光(688400.SH)发布2025年第三季报。截至2025年10月29日，共有13个机构投资 者披露持有凌云光A股股份，合计持股量达2410.04万股，占凌云光总股本的5.23%。其中，前十大机构 投资者包括富联裕展科技(深圳)有限公司、深圳市达晨财智创业投资管理有限公司-深圳市达晨创通股权 投资企业(有限合伙)、中国建设银行股份有限公司-易方达国证机器人产业交易 ...

该公司第三季度实现调整后的每股收益为4.95美元，相比之下华尔街分析师们平均预期为4.51美元。来 自该工业巨头主要运营板块的营收实现增长10%，至167亿美元，包含卡特彼勒公司旗下的Financial Products(金融服务)业务部分的合并营收约176亿美元，同样实现同比增长10%，这两项营收数据均超出 华尔街平均预期。对于长期以来业绩增长个位数的老牌工业巨头卡特彼勒来说，10%或者以上的增速实 属非常强劲。 周三，卡特彼勒(CAT.US)大涨近12%，为2009年以来最大涨幅，续创历史新高。消息面上，该公司公布 的第三季度业绩报告强于华尔街普遍预期，在人工智能热潮助力之下，该公司营收与每股收益均实现显 著增长，随着为大型人工智能数据中心供能所需的核心电力设备与储能设备的需求大幅扩张，旗下的能 源与运输业务显著提振了整体业绩。 ...

Key Takeaways Xylem's Q3 adjusted EPS rose 23% to $1.37, topping estimates on 7.8% revenue growth.All segments posted higher sales, led by 14% growth in Measurement & Control Solutions.XYL raised 2025 EPS outlook to $5.03-$5.08 and revenue forecast to about $9 billion.Xylem Inc.’s (XYL) third-quarter 2025 adjusted earnings of $1.37 per share beat the Zacks Consensus Estimate of $1.24. The bottom line increased 23% year over year.XYL’s revenues of $2.27 billion beat the consensus estimate of $2.22 billion. T ...

Wind数据显示，机构本周共调研了135家上市公司，其中新强联最获关注，参与调研的机构达189家。 此外，多氟多、百亚股份、杰瑞股份等9家公司均获超百家机构调研。 从被调研总次数来看，复洁环保、新强联、思源电气、亚太股份等9家公司均获机构调研2次。 从调研行业来看，机构持续聚焦工业机械、电子元件等板块。 ...

Group 1 - The People's Bank of China will have a total of 8,672 billion yuan in reverse repos maturing next week, with specific amounts maturing each day [1] - A total of 41 restricted shares will be unlocked next week, with a total market value of 48.762 billion yuan based on the latest closing prices [3] - Three new stocks will be issued next week, including Fengbei Biotechnology on October 27 and Delijia on October 28 [3] Group 2 - The earnings reports for major A-share companies will be released next week, with notable companies like Kweichow Moutai, BYD, Vanke, and Sinopec expected to report [5] - A total of 4,347 listed companies are scheduled to disclose their Q3 reports from October 27 to 31, with 1,087 companies having already reported as of October 25 [5] - Among the companies that have reported, 647 have shown a year-on-year profit increase, accounting for approximately 59.52% [5] Group 3 - Major U.S. tech companies, including Meta, Microsoft, Alphabet, Amazon, and Apple, are set to release their earnings reports next week [6] - Caterpillar and Boeing are also expected to release earnings that could significantly impact the market [6] Group 4 - The Federal Reserve is expected to announce a 25 basis point rate cut on October 29, bringing the federal funds rate to a range of 3.75% to 4.00% [7] - Investors will focus on the Fed's language following the decision to gauge future rate cut signals [7] Group 5 - The 2025 APEC Leaders' Meeting will take place from October 31 to November 1 in South Korea, with discussions on U.S.-China relations anticipated [6] - A trade negotiation delegation from China will visit Malaysia for discussions on economic relations with the U.S. [6]

科技股仍是机构的"心头好"。 时值三季报披露期，一些业绩亮眼的A股公司获得了机构的高度青睐。 Wind统计显示，本月以来，超400家A股公司迎来机构调研，其中，容百科技（688005.SH）、海康威视 （002415.SZ）等10余家当期均吸引百家以上机构调研。科技股仍是机构的"心头好"，上述获调研多的 个股扎堆电子、电力设备等行业。 财报披露期，业绩成为机构的主要关切。第一财经关注到，这些月内获机构青睐的个股，多交出了可喜 的三季报成绩单。例如，新强联（300850.SZ）前三季度归母净利润同比大增1939%，月内该公司吸引 了189家机构调研。部分净利大增的个股，调研机构名单中出现了贝莱德、野村等知名外资。 另据披露，多家公司在调研中被问及三季报以及全年业绩表现，同时，分红、港股上市等也是机构提问 的关键词。 15家A股公司月内获调研超百次 按上述统计口径，15家公司月内获机构调研超百次，按申万一级行业，电子、计算机、电力设备行业企 业合计7家，占比过半。 当期获调研次数最多的是容百科技，本月以来接待了两批机构投资者，共计216家，参与者包括中信证 券、中信建投、天弘基金、嘉实基金等。 从业绩表现来看，容 ...

Wind数据统计显示，下周（10月27日-10月31日）共有42家公司限售股陆续解禁，合计解禁35.98亿股， 按10月24日收盘价计算，解禁总市值为490.92亿元。 从解禁市值来看，10月27日是解禁高峰期，18家公司解禁市值合计284.01亿元，占下周解禁规模的 57.85%。按10月24日收盘价计算，解禁市值居前三位的是：厦门银行（90.14亿元）、箭牌家居（51.46 亿元）、伟测科技（40.48亿元）。从个股的解禁量看，解禁股数居前三位的是：厦门银行（13.49亿 股）、箭牌家居（6.2亿股）、沈阳机床（3.81亿股）。 ...

Core Viewpoint - Jia Shi Technology reported a decline in revenue and net profit for the first three quarters of 2025 compared to the previous year [1] Financial Performance - The company achieved an operating income of 915 million yuan, representing a year-on-year decrease of 3.11% [1] - The net profit attributable to shareholders was 161 million yuan, down 10.95% year-on-year [1] - Basic earnings per share were 0.34 yuan, reflecting a decline of 10.53% compared to the same period last year [1]

Core Insights - The company reported third-quarter revenue of 691 million, representing a year-over-year increase of 4.27% [1] - Net profit for the third quarter was 96.18 million, showing a significant year-over-year growth of 76.36% [1] - For the first three quarters, total revenue reached 2.146 billion, reflecting a year-over-year increase of 10.98% [1] - Net profit for the first three quarters amounted to 211 million, with a year-over-year growth of 14.38% [1]

Group 1 - The core transaction of Guosheng Zhike on October 22 involved a block trade of 125,000 shares, amounting to 3.3875 million yuan, with a transaction price of 27.10 yuan, reflecting a discount of 10.15% compared to the closing price of the day [2][4] - In the last three months, Guosheng Zhike has recorded a total of 25 block trades, with a cumulative transaction amount of 65.0575 million yuan [3] - The closing price of Guosheng Zhike on the day of the transaction was 30.16 yuan, with a turnover rate of 0.79% and a total trading volume of 31.8326 million yuan, indicating a net outflow of 493,600 yuan in main funds for the day [3] Group 2 - The latest margin financing balance for Guosheng Zhike is 91.3695 million yuan, showing a decrease of 11.21% or 11.5324 million yuan over the past five days [4] - Guosheng Zhike was established on August 31, 1999, with a registered capital of 1.32 billion yuan [4]