今日，三大指数又大涨了，双创继续高歌猛进。大盘指数没有问题，随时创新高，双创又创新高了。 接下来，上证指数也要补涨，牛市多急跌，但是每一次急跌都会快速修复，不给人进场的机会，躲过大跌的人，面对一根中阳线又不敢进场了。 本篇文章是订阅圈子专属，一周2篇，一年100篇，大家三思而后行，没有特别的内容，就是收评总结…… A股要创新高了？ 科技依旧是主线，本来就是泡沫区博弈了，想留着仓位冲顶的就拿着，不想凑热闹的落袋，落子无悔，不要卖了看到它涨了又追进去了。 大家记得纳斯达克指数在2023年上半年就16000点了，目前2年多了才涨40%。科技指数就是初期涨得很猛，中期乏力，后期加速…… 个人觉得，恒生科技指数，双创指数最少还有40%的空间，只是这个利润不好拿，长期坐电梯。不如持有低位的指数，没有压力的上涨40%，小凡从6000点 恒科换出来的证券、地产、白酒都整体涨幅30%以上了。 不要说港股的证券、地产涨幅多，就是A股的地产指数也明显上涨了，今年创年内新高。 大盘走势分析 大概率会继续拉升，本周有希望创新高，大家都离场了，缩量拉升就行。指数上涨，不需要散户看好。大资金随意拉升，大家觉得今日的拉升有道理吗？ 情绪会裹 ...

Market Performance - The A-share market has shown significant performance in July and August, with the ChiNext index rising by 34.24% and the communication sector index increasing by 48.86% [2][3] - The average daily trading volume reached 1.96 trillion, peaking at 3.20 trillion during this period [3] Investor Behavior - A total of 4.6139 million new A-share investor accounts were opened in the last two months, indicating a surge in interest from novice investors [3] - Many new investors are inexperienced and are seeking guidance on how to invest effectively [3][4] Information and Scams - The rise in market interest has led to increased discussions about investments on social media platforms, with many claiming to provide expert advice [6][7] - There are concerns about potential scams, as fraudsters are targeting new investors by posing as experts or brokers, offering seemingly legitimate investment opportunities [11][12] - A case study illustrates how a new investor was lured into a scam by a fake broker, leading to significant financial loss [12] Investment Caution - The article emphasizes the importance of being cautious and using legitimate channels for investment, especially during times of heightened market interest [12]

Market Overview - The three major stock indices collectively rose, with the Shanghai Composite Index closing at 3853.64 points, up 0.83% [1][2] - The Shenzhen Component Index closed at 13356.14 points, up 1.8%, and the ChiNext Index closed at 3185.57 points, up 2.28% [1][2] - The total trading volume in the Shanghai and Shenzhen markets was 2.33 trillion yuan, a decrease of 167.6 billion yuan compared to the previous trading day [1] Sector Performance - The semiconductor industry chain, photovoltaic equipment, gaming, and BC battery concepts saw significant gains, while the tourism sector weakened slightly [6][7] - Notable sector performances included: - Semiconductor: +4.60% with a net inflow of 156.7 billion yuan [7] - BC Battery: +4.30% with a net inflow of 11.57 billion yuan [7] - Tourism and hotels: -0.71% with a net outflow of 5.08 billion yuan [7] Individual Stock Highlights - Key stocks in the semiconductor sector, such as ShenGong Co., Jiangfeng Electronics, and Changchuan Technology, hit the 20% limit up [8] - Lixun Precision saw a price increase of over 6%, reaching a historical high with a trading volume of nearly 30 billion yuan [8] - Major net inflows were observed in stocks like Sunshine Power, SMIC, and Tongfu Microelectronics, with net inflows of 1.342 billion yuan, 1.155 billion yuan, and 1.152 billion yuan respectively [9] Institutional Insights - Dexun Securities noted strong support for the Shanghai Index around 3800 points, with the semiconductor sector continuing to show activity, indicating bullish market sentiment [11] - Dongfang Securities highlighted potential volatility in global assets due to changes in overseas interest rates, while domestic liquidity remains loose, suggesting a focus on technology sectors for potential gains [11]

首单外资消费REITs上市定档。近日华夏基金发布公告，华夏凯德商业REIT(基金代码：508091)将于9月 29日正式在上海证券交易所上市交易。此举不仅标志着中国公募REITs市场国际化进程迈出关键一步， 也为消费资产证券化树立了行业新标杆。 作为凯德投资、华夏基金与中信证券联合打造的标杆项目，华夏凯德商业REIT于今年9月9日至9月10日 完成发售，底层资产为两个位于广州和长沙的优质购物中心，凯德广场.云尚和凯德广场.雨花亭。两个 资产均运营超九年，业态品牌丰富，基本面坚实。项目发起人及运营管理机构凯德投资是亚太地区最大 的REITs管理人之一和领先的消费资产运营商。基金计划管理人中信证券、基金管理人华夏基金拥有丰 富的消费REITs投资管理经验。 随着华夏凯德商业REIT的加入，全市场消费REITs总数已达11只，首募规模总计超过286.7亿元，已成为 推动消费增长、服务实体经济高质量发展的重要金融工具。作为首单外资消费REITs，华夏凯德商业 REIT的成功发行及上市不仅进一步丰富了REITs市场产品类型，为投资者提供更多元化的资产配置选 择，也为外资机构参与中国公募REITs市场提供了范本，对后续消 ...

西证国际证券(00812)发布公告，联交所宣布，由2025年9月29日上午9时起，该公司的上市地位将根据 《上市规则》第6.01A(1)条予以取消。 ...

智通财经APP讯，西证国际证券(00812)发布公告，联交所宣布，由2025年9月29日上午9时起，该公司的 上市地位将根据《上市规则》第6.01A(1)条予以取消。 ...

Core Viewpoint - The stock market showed a collective rise on September 24, with significant gains in major indices, indicating a positive market sentiment and active trading in specific sectors like semiconductors and renewable energy [3][4][12]. Market Performance - The three major indices closed higher: Shanghai Composite Index at 3853.64 points (+0.83%), Shenzhen Component Index at 13356.14 points (+1.80%), and ChiNext Index at 3185.57 points (+2.28%) [3][4]. - Total trading volume in the Shanghai and Shenzhen markets was 2.33 trillion yuan, a decrease of 167.6 billion yuan from the previous trading day [3]. Sector Performance - The semiconductor industry, photovoltaic equipment, gaming, and BC battery sectors saw the highest gains, while the tourism sector experienced a slight decline [6][8]. - Notable sector performances included: - Semiconductor sector up by 4.60% with significant inflows [7]. - Solid-state battery concept stocks also surged, with multiple stocks hitting the daily limit [8]. Individual Stock Highlights - Key stocks that performed well included: - Xiangcai Co. hitting the daily limit, and several securities firms like Guotou Capital and Changjiang Securities saw significant increases [8]. - Lixun Precision increased over 6%, reaching a historical high with a trading volume close to 30 billion yuan [8]. - Conversely, stocks like Heertai and Industrial Fulian faced significant sell-offs, with net outflows of 1.6 billion yuan and 1.386 billion yuan respectively [11]. Capital Flow - Main capital inflows were observed in the electronics, computer, and pharmaceutical sectors, while coal and construction sectors experienced net outflows [9][10]. - Specific stocks with notable net inflows included Sunshine Power and SMIC, attracting 1.342 billion yuan and 1.155 billion yuan respectively [10]. Analyst Insights - Analysts suggest that the Shanghai index is supported around the 3800-point level, with technology growth sectors like semiconductors remaining active, indicating a bullish market sentiment [12]. - There is an expectation of continued volatility in global markets due to changes in interest rates, while domestic liquidity remains ample, suggesting potential opportunities in technology sectors [12].

格隆汇9月24日丨西证国际证券(00812.HK)发布公告，由2025年9月29日上午9时起，该公司的上市地位 将根据《上市规则》第6.01A(1)条予以取消。 ...

人民财讯9月24日电，9月24日，在由证券时报与南方基金联合主办的2025中国证券业财富经纪高峰论坛 上，世纪证券副总经理谭显荣表示，公募基金销售费用改革对行业震动巨大，短期直接冲击基金销售机 构收入和利润，尤其对重固收类产品影响显著，但长期看是利好，将倒逼销售机构向买方模式转型。作 为中小券商，本轮调降销售环节费率的冲击相对较小，应追求差异化业务发展，包括推进券结业务、与 公募基金合作定制化产品、打造ETF生态圈以及加强投顾团队建设等。 ...

编 者 按 当前，中国金融市场正步入产品规模快速增长的加速阶段。从银行理财到公募基金，均呈现爆发式增长态势 ——公募基金数量从早年的数百支跃升至数千支，如今总量已接近1.3万支；与此同时，证券、保险等市场亦同步驶 入发展快车道。金融正深度渗透社会经济肌理，更走进寻常百姓家，从日常支付到财富管理，从风险保障到消费规 划，其身影无处不在，已成为连接经济运行与民生生活的核心纽带。 文 /光大证券财富管理总部总经理李喜 光之所至，挑战亦会伴随。金融产品本身的复杂化，不再是以往的简单的存、取，各类结构性、跨期 限的金融产品，对消费者的受教育程度提出更高的要求。同时，越来越多披着金融外衣的犯罪行为渗 透进百姓的生活：非法荐股、股市黑嘴、非法集资、虚假理财等形式不断翻新，从"高收益保本"的虚 假承诺，到"区块链"包装下的欺诈陷阱，不仅威胁着公众的财产安全，更对金融市场的稳定运行构成 挑战。在此背景下，广泛、深入、有效的金融普及教育已不再是行业发展的"附加题"，而是守护金融 安全、推动金融高质量发展的"必答题"。 在这个过程中，金融行业的各类机构开展了大量的普及教育工作，特别是在校园开展金融普及教育这 一方面，2015年，国 ...