港股科技50ETF（159750）业绩比较基准为中证香港科技指数收益率(经汇率调整后)，管理人为招商基 金管理有限公司，基金经理为刘重杰，成立（2022-01-26）以来回报为11.45%，近一个月回报 为-6.23%。 11月10日，港股科技50ETF（159750）涨1.18%，成交额8373.27万元。当日份额增加800.00万份，最新 份额为13.74亿份，近20个交易日份额增加1.51亿份。最新资产净值计算值为15.31亿元。 来源：新浪基金∞工作室 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 ...

人民财讯11月11日电，企查查APP显示，近日，云南咖啡产业股权投资基金合伙企业(有限合伙)成立， 出资额约3亿元，经营范围包含：以私募基金从事股权投资、投资管理、资产管理等活动。企查查股权 穿透显示，该合伙企业由普洱市投资基金管理有限公司、正大(海南)咖啡有限公司等共同持股。 ...

Group 1 - The core viewpoint of the news is that Huasheng Lithium Battery has experienced a significant stock price increase, rising 5% to 97.65 CNY per share, with a total market capitalization of 15.575 billion CNY and a cumulative increase of 97.12% over the past five days [1] - Huasheng Lithium Battery specializes in the research, production, and sales of lithium battery electrolyte additives, with its main business revenue composition being 67.54% from VC, 27.01% from FEC, and 5.44% from other sources [1] - The stock has seen a trading volume of 9.11 billion CNY and a turnover rate of 8.61% [1] Group 2 - Tianzhi Fund has a significant holding in Huasheng Lithium Battery, with its Tianzhi Research Driven Mixed A Fund (350009) holding 11,400 shares, accounting for 2.26% of the fund's net value, making it the second-largest holding [2] - The fund has realized a floating profit of approximately 53,000 CNY today and a total floating profit of 522,300 CNY during the five-day increase [2] - Tianzhi Research Driven Mixed A Fund has a total scale of 21.1548 million CNY and has achieved a year-to-date return of 14.71% [2] Group 3 - The fund manager of Tianzhi Research Driven Mixed A Fund is Liang Li, who has been in the position for 4 years and 212 days, with the fund's total asset scale at 64.314 million CNY [3] - During Liang Li's tenure, the best fund return was 29.84%, while the worst return was -64.89% [3]

从资产配置的角度看，在当前时点，对于偏好相对稳健风格的投资者来说，我们建议大家采取多元分散 化的资产配置策略，以更好地适应市场变化。 一方面，美元流动性相对充裕，各类资产获得风险溢价的可能性增大；另一方面，很多资产也进入了高 估区域，难以找到兼具赔率与胜率的优质标的。此外，国际局势也面临不确定因素，所以分散化资产配 置的策略或许是性价比更高的选择。 展望四季度，广发基金投顾团队指出，美元流动性环境预计将保持宽松。从宏观层面来看，近期美联储 的降息更多的是预防式降息，美国经济还未有明显衰退的迹象，但是美联储的动作很积极，在这种场景 下流动性或会在更大程度上影响市场的表现。在此背景下，团队对美股持谨慎乐观态度，并关注美债与 新兴市场的配置机会。 具体来说，美股方面，在当前全球流动性较为充裕的情况下，美联储降息对于美股是相对利好的。美国 市场的中长期收益主要取决于整体盈利水平、估值水平以及市场的流动性。在人工智能的浪潮下，我们 可以看到美股今年前三季度的盈利较好，市场对企业未来的盈利预期也相对乐观。但值得注意的是，美 股当前估值处于历史相对高位，所以团队对于美股持谨慎乐观态度。 美债方面，美债收益率近一年整体波动较 ...

Group 1 - The core point of the news is that Xinquan Co., Ltd. experienced a 5.05% decline in stock price, closing at 65.80 yuan per share, with a trading volume of 1.016 billion yuan and a turnover rate of 2.96%, resulting in a total market capitalization of 33.567 billion yuan [1] - Xinquan Co., Ltd. is located in Changzhou, Jiangsu Province, and was established on April 28, 2001. The company was listed on March 17, 2017, and its main business involves providing overall solutions for automotive decorative parts [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Everbright Pramerica holds a significant position in Xinquan Co., Ltd. The Everbright Pramerica Consumer Stock A Fund (008234) held 102,500 shares in the third quarter, accounting for 5.37% of the fund's net value, making it the second-largest heavy stock [2] - The Everbright Pramerica Consumer Stock A Fund (008234) was established on April 23, 2020, with a latest scale of 142 million yuan. Year-to-date, it has a return of 2.6%, ranking 4129 out of 4216 in its category; over the past year, it has a loss of 1.51%, ranking 3718 out of 3922; since inception, it has a return of 7.08% [2] Group 3 - The fund manager of Everbright Pramerica Consumer Stock A Fund (008234) is Ma Pengfei, who has been in the position for 5 years and 203 days. The total asset scale of the fund is 683 million yuan, with the best fund return during his tenure being 5% and the worst being -34.5% [3]

11月11日讯，国债市场早盘小幅上涨。截至上午10:00，30年国债ETF(511090)涨0.13%。债市方面，30年期 国债期货合约(TL2512)最新价为116.54元，涨0.24%，成交量为16950手，总持仓量为129094手。其余国债 期货合约10年期国债(T2512)涨0.09%；5年期国债(TF2512)涨0.05%；2年期国债(TS2512)涨0.01%。(数据来 源：中国金融期货交易所) 1.资金面 央行今日开展4038亿元7天期逆回购操作，中标利率为1.40%，与此前持平。银行间主要利率债收益率普遍 窄幅震荡，截至昨日下午16:30分，10年期国债活跃券250016收益率持平报1.806%，30年期国债活跃券 2500006收益率下行0.8bp报2.148%，10年期国开活跃券250215收益率下行0.15bp报1.876%。(数据来源：中 国人民银行官网；中国货币网) 2. 债市资讯 宏观数据方面，近期国家统计局发布数据显示，10月CPI同比转正、创9个月以来新高，环比强于季节规 律，核心CPI涨幅连续第6个月扩大。PPI同比降幅连续3个月收窄，环比为年内首度转正，大宗商品涨价对 通胀 ...

（文章来源：每日经济新闻） 临近岁末春季行情，资金抢筹A股核心资产热情高涨，近5个交易日，同类最活跃A500ETF基金 （512050）累计吸金5.5亿元，近10个交易日，该ETF获得超24亿元资金净申购。 中信证券A股市场2026年投资策略表示，展望2026年，从大势研判来看，A股全球营收敞口企业已不局 限于少数公司，而是足以推动整个A股的行情，未来A股的基本面要放在全球市场需求去看，而不是单 看本土需求。在此框架下，中美格局决定了行情的节奏和顺畅程度，两个节点（中美签署贸易协议、美 国中期选举）可能将2026年的行情划为三段，中美签署协议后到美国中期选举前，中美格局相对最稳 定，这个阶段是做多权益市场的黄金期。 11月11日，A股主要指数高开后回落，沪指在4000点上方震荡蓄力，盘面上培育钻石、电池、光伏等概 念走强，截至10：16，A500ETF基金（512050）跌0.34%，盘中成交额快速突破9.6亿元位居同类第一。 持仓股中，华侨城A、三星医疗、方大炭素涨停，迈为股份、鹏辉能源、兴森科技等表现活跃。 ...

Core Viewpoint - The Beijing Securities Regulatory Bureau held its first public REITs regulatory work meeting, summarizing the development achievements and current issues in the public REITs market, and outlining key tasks for the next phase [1][2]. Group 1: Market Development - Since the pilot program, the Beijing public REITs market has seen steady growth in scale, with a diverse range of asset types, enhancing market resilience and influence [1]. - As of October 2025, Beijing has listed 15 public REITs with a total fundraising scale of 38 billion yuan, covering seven asset types including rental housing and logistics [1]. - The listed products have shown overall stable operations, with a positive performance in the secondary market, creating a good market demonstration effect [1]. Group 2: Current Issues - The meeting reported four main issues in the current market, including the responsibilities of fund managers, operational management capabilities of certain projects, valuation, and information disclosure [1]. Group 3: Recommendations and Future Focus - Representatives from various fund management companies and original rights holders discussed topics such as operational collaboration, asset type expansion, fundraising mechanisms, and ecosystem construction [2]. - The meeting emphasized that 2025 is a critical year for the "14th Five-Year Plan" and urged all parties involved in REITs to focus on compliance, professionalism, and innovation [2]. - Key actions include enhancing compliance awareness, improving professional capabilities, and driving innovation to explore new asset types and develop a multi-tiered REITs market system [2]. Group 4: Collaborative Efforts - All market participants are encouraged to build a healthy ecosystem for the REITs market, with fund managers taking responsibility to effectively utilize public REITs to support high-quality economic development in the capital [3]. - Collaboration among all parties is essential to create a unique "capital brand" for the REITs market, emphasizing quality and sustainability [3]. - Strengthening regular communication with regulatory authorities is crucial to leverage Beijing's geographical and asset advantages for the distinctive development of its REITs market [3].

截至发稿，罗文杰累计任职时间12年207天，现任基金资产总规模1704.45亿元，任职期间最佳基金回报 151.42%， 任职期间最差基金回报-47.6%。 从基金十大重仓股角度 数据显示，南方基金旗下1只基金重仓佰维存储。南方核心科技一年持有混合A（018019）三季度持有 股数2.73万股，占基金净值比例为4.6%，位居第八大重仓股。根据测算，今日浮盈赚取约17.61万元。 南方核心科技一年持有混合A（018019）成立日期2023年7月11日，最新规模4537.53万。今年以来收益 50.18%，同类排名1023/8147；近一年收益52.43%，同类排名550/8056；成立以来收益36.21%。 11月11日，佰维存储涨5.05%，截至发稿，报134.13元/股，成交19.60亿元，换手率4.23%，总市值 626.00亿元。 资料显示，深圳佰维存储科技股份有限公司位于广东省深圳市南山区桃源街道平山社区留仙大道1213号 众冠红花岭工业南区2区4、8栋1层-3层及4栋4层,香港九龙湾宏照道11号宝隆中心B座2楼208室及209 室，成立日期2010年9月6日，上市日期2022年12月30日，公司主营 ...

Group 1 - The core viewpoint is that the 科创债 ETF招商 (551900) has shown significant trading activity and growth, with a recent trading volume exceeding 11.2 billion and a turnover rate of over 58% [1] - The 科创债 ETF招商 (551900) has seen a net inflow of nearly 250 million over the past five days, with its latest scale reaching a historical high of 19.41 billion [1] - The ETF closely tracks the 中证AAA科技创新公司债指数, which reflects the overall performance of technology innovation company bonds [1] Group 2 - 华鑫证券 indicates that continuous policy support is driving the growth of 科创债, which is crucial for expanding financing channels and reducing costs for technology enterprises [2] - The issuance of 科创债 is expected to further expand, enhancing monetary policy transmission efficiency and providing more investment options in a low-interest-rate environment [2] - The 科创债 market is anticipated to see an increase in the number of issuers due to policy backing [2]