Group 1 - The Shanghai Stock Exchange National New Sci-Tech Board State-Owned Enterprises Index (950253) opened lower and fluctuated, down 0.7% to 1080.78 points, with a trading volume of 26.665 billion yuan [1] - Over the past month, the index has increased by 8.98%, by 9.11% over the past three months, and by 11.89% year-to-date [1] - The index is composed of state-owned enterprises listed on the Sci-Tech Board or companies with state capital participation without actual control, reflecting the overall performance of state-owned enterprises in the Sci-Tech Board [1] Group 2 - The index samples are adjusted every six months, with adjustments implemented on the next trading day after the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with temporary adjustments made under special circumstances [2] - Companies that are delisted or undergo mergers, acquisitions, or splits are processed according to calculation and maintenance guidelines [2]

（文章来源：新华财经） 成分股方面，星展集团和星狮物流商产信托（Frasers Logistics and Commercial Trust） 涨幅居前，分别 上涨1.99%和1.14%。 跌幅居前的胜科工业（Sembcorp Industries）和新加坡航空（SIA）分别下跌13.85%和4.39%。 新华财经新加坡8月8日电（记者刘春涛）新加坡海峡时报指数8日跌0.43%，收于4239.83点。 股市成交量达13.1亿股，总交易额达20.3亿新元。其中，190只股票上涨，344只股票下跌。 ...

Core Points - The China Securities Index for Central Enterprises in Modern Industries has shown a slight decline of 0.05%, closing at 1234.32 points with a trading volume of 51.686 billion yuan [1] - Over the past month, the index has increased by 4.94%, by 5.11% over the last three months, and by 1.61% year-to-date [1] - The index is customized by Guoxin Investment Co., Ltd., selecting 50 representative listed companies from state-owned enterprises involved in new mobile technologies, new energy, new materials, and high-end equipment [1] Company Holdings - The top ten weighted companies in the index include Hikvision (9.58%), China Telecom (8.62%), China Mobile (8.2%), CRRC Corporation (6.48%), China Shipbuilding (6.38%), China Unicom (5.69%), China Heavy Industry (4.06%), Three Gorges Energy (3.99%), Shenzhen South Circuit (3.47%), and SMIC (2.92%) [1] - The index's holdings are primarily listed on the Shanghai Stock Exchange (68.18%) and the Shenzhen Stock Exchange (31.82%) [1] Industry Composition - The industry composition of the index shows that Information Technology accounts for 31.14%, Communication Services for 28.79%, Industry for 25.77%, Materials for 8.07%, Utilities for 4.17%, Healthcare for 1.76%, and Consumer Staples for 0.30% [2] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2]

（记者 曾健辉） 截至发稿，银河电子市值为62亿元。 每经头条（nbdtoutiao）——时速21万公里，外星探测器伪装成彗星将"攻击"地球？哈佛知名教授：建 议全球建立"宇宙防御系统"！中国专家：并无明显异常 每经AI快讯，银河电子（SZ 002519，收盘价：5.46元）8月8日晚间发布公告称，公司第九届第二次董 事会会议于2025年8月7日以现场与通讯相结合的方式召开。会议审议了《关于2025年半年度报告全文及 摘要的议案》等文件。 2025年1至6月份，银河电子的营业收入构成为：工业占比100.0%。 ...

截至午间收盘，中证红利低波动指数上涨0.3%，中证红利指数上涨0.2%，中证红利价值指数上涨0.1%，恒生港股通高股息低波动指数下跌0.4%，恒生红利 低波ETF（159545）半日获净申购2100万份。截至昨日，该产品规模达41亿元、创历史新高。 0. 3% 恒生红利低波ETF 跟踪恒生港股通高股息低波动指 该指数由港股通范围内50只流动性 较好、连续分红、红利支付率适中 目波动率较低的股票组成,反映分 红水平高且波动率低的港股通范围 内上市公司整体表现,金融、工业、 能源行业占比近70% 红利支付率适中、每股股息正增长 以及股息率高目波动率低的股票组 成,反映分红水平高且波动率低的A 股上市公司股票的整体表现,银行、 交通运输、建筑装饰行业合计占比 沂70% 截至午间收盘 该指数涨跌 截至午间收盘 该指数涨跌 -0. 4% 红利价值ETF 跟踪中证红利价值指数 该指数由50只股息率高且价值特征 截至午间收盘 六七米山北 每日经济新闻 ...

截至8月7日，已有317家港股公司预告了上半年业绩。其中，182家企业预计业绩增长或扭亏为盈，占比 接近六成。港股公司上半年整体呈现"盈利修复、结构分化"特征，其中证券期货、信息技术、工业行业 盈利增速较高。展望下半年，在市场整体复苏、AI技术商业化落地、龙头企业全球化战略推进下，港 股企业整体将维持较高的盈利增速。（上海证券报） ...

阿拉比亚电视台7月28日报道，沙特工矿部宣布，2025年6月颁发了83张新的工业许可证，涉及投资 额超过9.5亿里亚尔，预计将提供1188多个就业岗位。同时有58家新工厂开始生产运营，涉及投资额达 19.3亿里亚尔，预计将提供约2007个就业岗位。 （原标题：沙特6月颁发了83张工业许可证） ...

Group 1 - The core viewpoint of the article highlights that despite the recent rise in the U.S. stock market, key support forces are showing signs of weakening, leading to potential risks in September [1][21] - Retail investors have been a significant driving force behind the recent rebound in the U.S. stock market, with net buying occurring on 27 out of the last 28 trading days [4][20] - Systematic funds, which have injected over $365 billion into global markets in the past 75 trading days, are nearing their capacity limits, which may reduce their role as stabilizing buyers [9][12] Group 2 - Historical data indicates that retail trading activity typically peaks in June and July, then declines in August, reaching its lowest point in September, suggesting a loss of a key buying force [6][16] - The article warns of a "support vacuum" as retail buying wanes and institutional buying exhausts, particularly in September, which is historically the worst-performing month for the S&P 500 index [2][17] - Despite strong earnings reports, with 85% of companies exceeding expectations, these positive factors may not be enough to counteract the dual pressures from funding and seasonal trends [20][21] Group 3 - The article emphasizes that the market's ability to withstand negative macroeconomic news will be significantly weakened, preparing investors for potential higher volatility [3][21] - The article also notes that volatility control strategies may see a slowdown in buying demand due to recent increases in volatility, while risk parity strategies are returning to historical levels [13][14]

Group 1 - The company ChaoPingSan (SZ 300647) announced that its 11th meeting of the 4th board of directors was held on August 7, 2025, to review the proposal for amendments and other documents [2] - For the year 2024, the company's revenue composition is as follows: industrial sector accounts for 93.94%, while other sectors account for 6.06% [2]

哑铃型策略可能成为主流 由于家庭和企业部门的信心尚未完全修复，房地产行业持续疲弱、结构性失衡及通缩压力可能导致下半年经济增速放缓。政策将对 维持经济增长起到决定性作用，但在关税压力减轻和数据企稳的情况下，政府暂时可能比较谨慎，以保留储备政策应对未来可能的 风险。 展望下半年，预计A股可能更多呈现结构性行情，兼顾成长侧和防守侧的哑铃型配策略可能再次成为市场主流。 成长侧，围绕新质生产力相关板块的行情仍有可能延续，尤其是供给侧接近出清、盈利底部可能确认的行业板块，以及在全球 市场竞争力持续提升的出海板块。比如，人工智能相关行业可能持续产生长期投资机会，低渗透率、高成长性的新消费板块值 得关注，还有受益于技术创新和政策支持的创新药板块。 日前，摩根资产管理正式发布了《2025年中全球市场展望》报告。报告指出，特朗普政府推行的贸易、财政和其他政策，以及地缘 政治风险，均可能对全球经济和金融市场带来较大不确定性；在政策和经济不确定性较高的环境中，投资者需建立更有韧性的投资 组合来应对当前环境，包括全球配置股债及另类资产，以争取多元化收益和降低组合波动。摩根资产管理认为，中国资产仍是全球 资产配置再平衡过程中的重要标的之 ...