"我们希望塑造富有韧性的投资组合，让这艘'大船'即便在剧烈的风暴中也能够稳步前行，穿越周期是 我们最大的任务。"近日，淡马锡中国区主席吴亦兵在接受21世纪经济报道记者采访时说。 "从科技制造、生命科学到新消费领域，可以看到中国企业在不断向价值链的上游攀升。"淡马锡中国区 副总裁沈晔对21世纪经济报道说。 比如在新消费领域，淡马锡在今年5月投资了影石创新。从影石创新的发展可以看出，中国年轻企业家 做产品时，不再把低价、性价比作为核心，更重要的是做出有号召力、有品牌溢价的产品。当影石创 新、泡泡玛特等中国品牌走向全球化，预计后面还会有更多中国品牌冒出来，这也是淡马锡目前所重点 关注的。 早期投资并未停止，但也不会无限扩大 淡马锡也是中国市场最大的机构投资者之一，从2004年初到中国时投资银行业，到2010年开始投资中国 的互联网与新经济，再到最近几年投资中国具有原始创新优势的能源转型、生命科学等领域，淡马锡的 投资策略随中国市场的发展而不断进化。 "我们始终对中国市场保有信心，即便在某些年份许多外资最没有信心的时候，我们依然在坚持投资。 并且相比于绝大多数的全球性投资公司，我们多年来一直超配中国资产。"吴亦兵说。 ...

创新药、稀土永磁等题材反复活跃，沪指创年内收盘新高。 截至18日收盘，上证指数收涨0.5%，深证成指涨0.37%，创业板指涨0.34%。A股市场成交1.59万亿元，较昨日有所增加。 稀土永磁概念股再度走强 7月18日，稀土永磁概念股再度走强，中色股份、久吾高科、华宏科技等多股涨停，北方稀土、包钢股份等大涨。 消息面上，我国发现新稀土矿物。据中国地质大学官网消息，日前，国际矿物学协会-新矿物命名及分类委员会（IMA-CNMNC）全票批准通过了由中国地质大学杨 水源副研究员、赵来时研究员与内蒙古自治区地质调查研究院联合科研团队发现并申报的新矿物"钕黄河矿"（Huanghoite-（Nd）），批准号为IMA No.2025- 014。 钕黄河矿发现于内蒙古白云鄂博矿床主矿矿段的矿体中部。白云鄂博矿是世界最大的稀土矿床，也是我国矿物资源的宝库，此前已发现210余种矿物，且新矿物占 比逐年攀升。钕黄河矿的获批，进一步彰显了该矿床的复杂性与资源多样性。钕黄河矿的发现与获批，以及白云鄂博矿床中富钕族稀土矿物的发现，是在矿床成因 模式建立之后，理论指导新矿物发现的成果。该研究成果不仅丰富了稀土矿物学理论体系，还为钕资源的独立 ...

一、行情回顾 沪指全天震荡走强，创年内收盘新高，创业板指冲高回落。稀土永磁板块集体大涨，中色股份、东方锆业等涨停。锂矿股震荡走高，金圆股份、盛新锂能等 封板。创新药概念继续活跃，昂利康涨停，博瑞医药涨超10%，均创历史新高。下跌方面，光伏板块调整，亚玛顿跌停。个股涨跌互现，今日成交1.59万 亿。 二、当日热点 1.稀土磁材 稀土磁材板块今日反弹大涨，东方锆业、中色股份等涨停，北方稀土一度涨停，华宏科技反包。 据央视新闻报道，从中国地质大学(武汉)获悉，该校联合内蒙古自治区地质调查研究院，在内蒙古白云鄂博矿床主矿矿段的矿体中部，发现一种新稀土矿 物，命名为"钕黄河矿"。 | 股票名称 | 最新价 ◆ | 涨跌幅 = | 涨停时间 ◆ | 换手率 = | 流通市值 ◆ | | | --- | --- | --- | --- | --- | --- | --- | | 东方错业 | 11.86 | +10.02% | 09:45:06 | 11.64% | 89.87亿 | 公司涉 | | 002167.SZ | | | | | | 独居石 | | | | | | | | 稀土元 | | 中色股份 | 6.08 ...

A股继续轮动，今天，主角是周期股。 "元素周期表"、化工各细分品种、煤炭、钢铁等板块今天轮番走强。其中，稀土永磁板块表 现最强，多股涨停，两大龙头股北方稀土、包钢稀土双双大涨。 前期调整的银行、白酒、保险、固态电池等板块，今天迎来反弹。 一是上证指数继续"上台阶"。 上证指数今天收盘报3534.48点，不仅是今年以来的最高收盘 点位，也是自2022年1月底以来的最高收盘点位。 二是上纬新材（688585）再度涨停，迎来第8个"20CM"的一字涨停板，累计涨幅超 330%。 这追平了中航成飞在2023年2月2日至2月13日创下的连续8个"20CM"一字涨停板 的纪录。在2024年的10月份，光智科技也曾收出8个连续的"20CM"涨停板，其中前7个为一 字涨停板。 AI方面，今天以应用端行情为主，教育、AI语料、AI智能体等板块上涨。 硬件端分化，中际 旭创今天上涨2.13%，早盘一度涨超8%，股价创历史新高。胜宏科技、东山精密、沪电股 份、源杰科技、天孚通信等个股下跌。 创新药板块延续上涨态势， 博瑞医药、昂利康、圣诺生物等多股盘中股价创历史新高。恒瑞 医药、百利天恒、药明康德等龙头股上涨。 截至收盘，上证指数 ...

Market Performance - The A-share market has been experiencing a continuous upward trend, with the Shanghai Composite Index reaching a new closing high for the year on July 18, increasing by 0.5% [1] - A total of 2,603 stocks rose, while 2,567 stocks fell, indicating a generally positive market sentiment [2] Stock Movement - The total trading volume reached 15,933.19 billion, with a total of 5,418 stocks listed [3] - The rare earth permanent magnet sector saw significant gains, with companies like China Nonferrous Metal Industry's Foreign Engineering and Construction Co., Ltd. and Dongfang Zirconium Industry hitting the daily limit [4] Notable Stocks - In the innovative drug sector, companies such as Anglikang and Borui Pharmaceutical saw their stocks hit the daily limit and rise over 10%, respectively, both reaching historical highs [6] - Lithium mining stocks also showed strong performance, with Jin Yuan Co. and Shengxin Lithium Energy hitting the daily limit [7] Declining Stocks - The photovoltaic sector faced adjustments, with Yamaton hitting the daily limit down by 9.99% [9] - Other notable declines included ST Lifang and Huangshi Group, which fell by 8.00% and 7.42%, respectively [10] Sector Highlights - The photolithography machine concept sector strengthened towards the end of the trading day, with Hai Li Co. hitting the daily limit and companies like Zhongrun Optical and Kai Mei Teqi showing significant gains [11]

Market Overview - The A-share market has been experiencing a continuous upward trend, with the Shanghai Composite Index reaching a new closing high for the year on July 18, rising by 0.5% [1] - A total of 2,603 stocks rose, while 2,567 stocks fell, indicating a generally positive market sentiment [2] Stock Performance - The total trading volume reached 15,933.19 billion, with a total of 5,418 stocks traded [3] - The rare earth permanent magnet sector saw significant gains, with companies like China Northern Rare Earth Group and Dongfang Zirconium hitting the daily limit [4] - The innovative drug concept sector remained active, with Anglikang hitting the daily limit and Borui Pharmaceutical rising over 10%, both reaching historical highs [6] Sector Highlights - Lithium mining stocks also showed strong performance, with companies like Jinyuan Co. and Shengxin Lithium Energy hitting the daily limit [7] - The photovoltaic sector faced adjustments, with Yamaton hitting the daily limit down [9] - The photolithography machine concept sector strengthened towards the end of the trading day, with Haili Co. hitting the daily limit and Zhongrun Optics showing significant gains [11] Federal Reserve Developments - Federal Reserve Chairman Jerome Powell defended a $2.5 billion renovation project against criticism from White House officials, emphasizing the responsible use of public resources [13] - The renovation project has faced scrutiny due to rising costs attributed to inflation, as noted by Federal Reserve Governor Christopher Waller [14]

2025.07. 18 本文字数：660，阅读时长大约2分钟 作者 | 一财资讯 7月18日，三大股指集体收涨，上证指数报收3534.48点，涨0.5%；深成指报收10913.84点，涨 0.37%；创业板指报收2277.15点，涨0.34%。 沪深两市全天成交额1.57万亿，较上个交易日放量317亿。全市场共2600只个股上涨，超2500只 个股下跌。 盘面上，稀土永磁板块集体大涨，锂矿、创新药概念活跃，光伏板块调整。 | 板块名称 | 涨幅量 | 主力净量 | 主力金额 | 板块名称 | 涨幅↑ | 主力净量 | 主力金额 | | --- | --- | --- | --- | --- | --- | --- | --- | | 小寺属 | +3.33% | 5.24 | +29.37 7 | 游戏 | -1.59% | -4.74 | -19.98亿 | | 盐湖提锂 | +3.30% | 0.80 | +12.647. | 一色家电 | -1.05% | -1.83 | -2.70亿 | | 稀土永磁 | +3.15% | 2.66 | +35.56 7 | 动物疫苗 | -0.96% | -1.52 ...

Group 1 - The human-robot and innovative drug sectors are gaining market attention this year, with a strong outlook for innovative drugs in the second half of the year, characterized by high certainty and significant potential [1] - Domestic innovative drug companies are expected to leverage excellent clinical data, ongoing product internationalization, and commercialization to achieve better performance [1] - The upgrade of Chinese innovative drugs is seen as a necessary evolution rather than an option, with companies that possess hard technology and can continuously create clinical value likely to succeed [1] Group 2 - There is strong confidence in the potential of Chinese companies within the global AI wave, focusing on five core investment areas: AI infrastructure, AI applications, domestic AI supply chain, intelligent robotics and autonomous driving, and edge AI [1] - AI is viewed not just as a branch of technology but as a structural force driving the next round of global economic growth, representing a high-certainty and high-growth potential sector [1] Group 3 - As the largest carbon emitter globally, China is under pressure to meet carbon reduction commitments, while also being the largest manufacturing country, making manufacturing upgrades crucial for high-quality development [1] - The integration of manufacturing with artificial intelligence and low-carbon initiatives is seen as a vital path for technological innovation and investment opportunities [1] - Key areas for technological upgrades in Chinese manufacturing include solid-state batteries, perovskite photovoltaics, flying cars, autonomous driving, green data centers, and robotics [1] Group 4 - Future focus will continue on four directions: opportunities in the consumer sector, industries likely to benefit from stable growth expectations, national security and domestic substitution in specialized sectors, and high-tech manufacturing related to new productivity [1]

公募基金二季报陆续出炉，明星基金最新调仓动向浮出水面。 继一季度大手笔买入寒武纪后，傅鹏博二季度盯上了新易盛，二季度末持有730.86万股，持仓市值达9.28亿元，新进其第六大重仓股。 光模块龙头新易盛自2023年以来股价涨幅1502.9%，涨幅位居全市场第二。 新易盛发布2025年半年度业绩预告，预计实现盈利37-42亿元，同比增长327.7%-385.5%，单Q2实现盈利21.27-26.27亿元，中值为23.77亿元，同比增长 339.4%，环比Q1增长51.1%；公司业绩暴增主要受益于人工智能算力相关投资持续增长，产品结构优化，高速率产品需求持续增加。 1 傅鹏博、赵枫最新持仓动向来了 傅鹏博旗下基金最新前十大重仓股依次为：胜宏科技、腾讯控股、宁德时代、中国移动、立讯精密、新易盛、寒武纪、巨星科技、三诺生物、迈为股份。 较一季度末，二季度傅鹏博新进CPO龙头新易盛，油气开采股广汇能源则退出十大重仓股；二季度减持胜宏科技、腾讯控股、宁德时代、中国移动、三诺 生物、迈为股份；增持立讯精密、寒武纪、巨星科技。 | 证券代码 | 证券简称 | 持仓市值(亿元) | 持股数量(万股) | 占股票市值比(%) | ...

Group 1 - The Hong Kong Innovative Drug ETF (159567) closed with a gain of 0.56% on July 18, with a trading volume of 2.25 billion yuan [1] - The fund was established on January 3, 2024, with a management fee of 0.50% and a custody fee of 0.10% [1] - As of July 17, 2024, the fund's latest share count was 2.025 billion, with a total size of 3.63 billion yuan, reflecting an increase of 412.28% in shares and 860.92% in size since December 31, 2023 [1] Group 2 - The current fund manager is Ma Jun, who has managed the fund since its inception, achieving a return of 79.25% during the management period [2] - The top holdings of the fund include Innovent Biologics, WuXi Biologics, BeiGene, and others, with significant weightings such as 9.52% for Innovent Biologics and 9.47% for WuXi Biologics [2] - The fund's trading liquidity is strong, with a cumulative trading amount of 40.368 billion yuan over the last 20 trading days, averaging 2.018 billion yuan per day [1][2]