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港股异动 | 哔哩哔哩-W(09626)涨超7% 《三国:百将牌》测试在即 近期海外Sora 2出圈
智通财经网· 2025-10-09 06:17
近期,OpenAI 发布Sora 2,迅速登顶App Store免费应用榜首。华泰证券认为,Sora2及其配套社交应用 的发布标志着AI视频生成与社交互动进入融合阶段,有望重塑内容创作和分发生态,或迎来AI视频生 成的ChatGPT时刻。随着多模态AI大模型能力持续提升,视频/社交/游戏/广告/电商等产业或迎来效率提 升与商业模式变革。建议关注AI应用侧进展。华创证券指,哔哩哔哩为稀缺PUGV中视频平台,AI改善 内容创作想象空间大。 消息面上,今年9月10日,哔哩哔哩首曝了三国题材休闲非对称竞技卡牌新游戏《三国:百将牌》,并 定档10月开启测试。招商证券指其有望于明年初正式上线贡献增量。该行认为,公司2024年上线独家代 理SLG游戏《三国:谋定天下》表现优秀,后续多款游戏产品储备有望持续贡献业绩增量,多行业广告 份额提升明显,商业化潜力充足。 智通财经APP获悉,哔哩哔哩-W(09626)涨超7%,截至发稿,涨7.23%,报237.2港元,成交额13.54亿港 元。 ...
广东高院发布第二批服务保障民营经济高质量发展典型案例
Zhong Guo Xin Wen Wang· 2025-10-09 06:09
广东高院发布第二批服务保障民营经济高质量发展典型案例 中新网广州10月9日电 (方伟彬 全小晴 袁园)广东省高级人民法院9日发布第二批服务保障民营经济高质 量发展典型案例。 广告等商务合作,请点击这里 本文为转载内容,授权事宜请联系原著作权人 中新经纬版权所有,未经书面授权,任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview"),看更多精彩财经资讯。 在某建材公司与南京某建筑公司等合同纠纷案中,人民法院对企业不当转移核心资质、技术人员和经营 项目等利益,进行脱壳经营、逃避债务的行为进行了否定性评价,有效矫正了利益不当输送,维护了公 平诚信的市场交易秩序。 在某物流公司与张某损害公司利益责任纠纷案中,人民法院阐释了高级管理人员对公司的忠实义务,划 定了行为边界,为民营企业高级管理人员忠实履职提供了规则参考,引导民营企业强化内部管理监督, 防范经营管理风险。 在某银行与某实业公司金融借款合同纠纷案中,企业因不可抗力等因素导致短期偿债困难,人民法院采 用实质履行标准认定双方已达成合同变更的合意且已实际履行,依法规制金融机构提前收回贷款行为, 助力解决民营企业 ...
涨幅接近2%,重仓电子行业且配置均衡的大湾区ETF(512970)投资机会备受关注
Xin Lang Cai Jing· 2025-10-09 06:01
截至2025年10月9日 13:37,中证粤港澳大湾区发展主题指数(931000)强势上涨1.84%,成分股信维通信(300136)上涨13.68%,中科飞测(688361)上涨12.91%, 深科技(000021)上涨10.01%,深南电路(002916),中兴通讯(000063)等个股跟涨。大湾区ETF(512970)上涨1.95%, 冲击3连涨。最新价报1.57元。拉长时间 看,截至2025年9月30日,大湾区ETF近1月累计上涨6.52%。 流动性方面,大湾区ETF盘中换手0.79%,成交71.69万元。拉长时间看,截至9月30日,大湾区ETF近1周日均成交47.32万元。 大湾区ETF紧密跟踪中证粤港澳大湾区发展主题指数,中证粤港澳大湾区发展主题指数反映受益于粤港澳大湾区发展相关上市公司的整体表现。该指数系列 包含中证港股通粤港澳大湾区发展主题指数、中证沪港深粤港澳大湾区发展主题指数和中证粤港澳大湾区发展主题指数,分别从港股通合资格证券范围、沪 港深三地上市公司及内地市场中的粤港澳大湾区企业中选取符合湾区发展主题的最大50只香港市场证券、最大300家公司及最大100只内地市场证券作为指数 样本,并结 ...
成交额超42亿居同类第一,A500ETF基金(512050)涨超1.6%,机构称节后A股有望延续稳健表现
Xin Lang Cai Jing· 2025-10-09 05:42
A500ETF基金和A500增强ETF基金紧密跟踪中证A500指数,中证A500指数从各行业选取市值较大、流 动性较好的500只证券作为指数样本,以反映各行业最具代表性上市公司证券的整体表现。 数据显示,截至2025年9月30日,中证A500指数(000510)前十大权重股分别为宁德时代(300750)、贵州 茅台(600519)、中国平安(601318)、招商银行(600036)、紫金矿业(601899)、新易盛(300502)、中际旭创 (300308)、美的集团(000333)、东方财富(300059)、长江电力(600900),前十大权重股合计占比19%。 华安证券指出,展望节后市场,海外风险偏好乐观传导叠加四中全会期待,预计继续保持震荡上涨趋 势。配置思路上,继续寻找进攻机会。具体方向而言,本轮趋势性上涨行情远未结束,以AI算力基建 为代表的新一轮成长产业景气周期趋势已然确立,行情演绎过程中难免存在调整和波动,但作为本轮最 重要的核心主线地位不可动摇。此外有景气或业绩硬支撑的部分行业也值得参与。整体而言,成长科技 和业绩支撑两条最重要配置主线依然是最佳选择。 A500ETF基金(512050),场外 ...
9月PMI点评:预计基本面对债市定价权逐步抬升
Changjiang Securities· 2025-10-09 02:43
丨证券研究报告丨 请阅读最后评级说明和重要声明 固定收益丨点评报告 [Table_Title] 预计基本面对债市定价权逐步抬升 ——9 月 PMI 点评 报告要点 [Table_Summary] 今年 9 月制造业 PMI 环比增长 0.4pct 至 49.8%,略超预期但仍位于荣枯线以下,非制造业 PMI 回落 0.3pct 至 50.0%。供需关系仍需优化,生产是否"前置"有待观察。外需保持稳定、内需 恢复相对缓慢,"主要原材料购进价格-出厂价格"差值继续走阔,企业利润修复或承压。小型 企业景气度明显回升,新兴制造行业景气度改善。服务业景气度回落,建筑业改善但仍处相对 低位。PMI 修复的持续性有待观察,数据公布当日债市对基本面进一步定价,我们预计随着基 本面对债市的定价权逐步抬升,四季度债市表现或将好于三季度。 分析师及联系人 [Table_Author] 赵增辉 马玮健 SAC:S0490524080003 SFC:BVN394 事件评论 风险提示 1、经济基本面变化超预期;2、物价变化超预期;3、货币政策不及预期。 %% %% %% %% research.95579.com 1 [Table_Ti ...
百亿级大项目,你参与了吗?
Sou Hu Cai Jing· 2025-10-09 02:16
国庆中秋期间,上海举办了2025"爱购上海 乐享双节"系列活动,为市民和国内外旅客打造一场多维度的节日盛宴。 据消费市场大数据实验室数据, 节日期间(10月1日至10月8日),全市线上线下消费支付金额796亿元,同比增长3.0%。 美团 数据显示,上海地区餐饮销售额同比增长7.5%。 市商务委表示,国庆期间,上海重点商圈销售额同比增长10.2%,其中,南京东路、南京西路、中山公园等3个商圈销售额分别 增长23.2%、22.7%和29.4%。 本市5个夜间经济人气地标的夜间消费额同比增长15.3%,环比节前一周增长31.8%。其中,西岸梦中心、吴江路-丰盛里分别增 长111.9%和28.0%。5个夜生活好去处夜间消费额同比增长0.4%,环比节前一周增长19.0%。其中,长宁上生夜未央、静安大悦 城夜食天台分别增长104.1%和35.4%。 豫园商城围绕"豫园夜韵·流光映古今"推出夜赏・文化盛宴、夜览・光影华章、夜品・美食狂欢三大板块活动,优化夜间灯光、 增设夜间妆造服务等措施,延长营业时间至深夜23点。 百联集团青浦奥莱销售同比增长6%,客流同比增长10.5%,规模创历史新高。ZX造趣场推出IP系列快闪活动,带 ...
新世纪期货交易提示(2025-10-9)-20251009
Xin Shi Ji Qi Huo· 2025-10-09 02:05
1. Report Industry Investment Ratings - Iron ore: Oscillation [2] - Coking coal and coke: Oscillation [2] - Rolled steel and rebar: Oscillation [2] - Glass: Oscillation [2] - Soda ash: Oscillation [2] - Shanghai - Shenzhen 300 Index Futures/Options: Oscillation [4] - Shanghai 50 Index Futures/Options: Oscillation [4] - CSI 500 Index Futures/Options: Rebound [4] - CSI 1000 Index Futures/Options: Rebound [4] - 2 - year Treasury bonds: Oscillation [4] - 5 - year Treasury bonds: Oscillation [4] - 10 - year Treasury bonds: Rebound [4] - Gold: Strong - biased oscillation [4] - Silver: Strong - biased oscillation [4] - Logs: Range oscillation [6] - Pulp: Consolidation [6] - Offset paper: Oscillation [6] - Soybean oil: Wide - range oscillation [6] - Palm oil: Wide - range oscillation [6] - Rapeseed oil: Wide - range oscillation [6] - Bean meal: Oscillation with a downward bias [6] - Rapeseed meal: Oscillation with a downward bias [6] - Soybean No.2: Oscillation with a downward bias [7] - Live pigs: Oscillation with a slightly upward bias [7] - Rubber: Oscillation [9] - PX: Wait - and - see [9] - PTA: Oscillation [9] - MEG: Wait - and - see [9] - PR: Wait - and - see [9] - PF: Wait - and - see [9] 2. Core Views of the Report - The trading logic of iron ore has increased uncertainty, with short - term support under supply - side interference. The follow - up focus is on the actual impact on the supply side and October steel demand [2]. - In October, the supply of coking coal in China is expected to run stably, with limited increase. Coke supply - demand contradiction is not significant, and its trend follows coking coal. Attention should be paid to the implementation of the "anti - involution" policy [2]. - For rebar, the futures price has a low static valuation. The supply side may shrink, and the focus is on the demand recovery in October. The price needs to see rapid post - festival inventory reduction to stabilize [2]. - The glass market has short - term support from the replenishment market, but the demand is difficult to improve fundamentally. The supply - demand is basically balanced, and the follow - up should pay attention to production and policy changes [2]. - The stock index market is volatile, with an optimistic upward outlook. Stock index long positions should maintain the current position, while Treasury bond long positions should be held lightly [4]. - The logic for the rise in gold prices has not completely reversed. It is expected to show strong - biased oscillation, affected by the Fed's interest - rate policy and geopolitical risks [4][6]. - Logs are expected to oscillate in a range, with supply - side pressure not significant and an increase in daily outbound volume [6]. - Pulp prices are expected to consolidate at the bottom, affected by cost support and demand factors [6]. - The oil and fat market continues the range - oscillation pattern, with significant differentiation among varieties. Attention should be paid to Brazilian soybean sowing and Malaysian palm oil production and sales [6]. - Bean meal prices are expected to move downward in the short term, affected by supply and demand factors such as new soybean listings and changes in Chinese demand [6][7]. - Live pig prices are expected to oscillate slightly downward in the short term, with sufficient supply and weak downstream demand [7]. - Natural rubber prices may show wide - range oscillation, affected by supply, demand, and inventory factors [9]. - The prices of PX, PTA, MEG, PR, and PF are mainly affected by cost, supply, and demand factors, with different trends [9]. 3. Summaries According to Relevant Catalogs Black Industry - **Iron ore**: During the long holiday, the Singapore Exchange iron ore swaps rose slightly. There are new concerns about supply, and the short - term supply - side interference provides support. The follow - up core is steel demand in October [2]. - **Coking coal and coke**: In October, domestic coking coal supply is expected to be stable, with production lower than last year. Coke's first - round price increase was implemented, and the second - round basically failed. Coke supply - demand contradiction is not large, and it follows coking coal [2]. - **Rolled steel and rebar**: During the long holiday, Tangshan billet prices were stable. Rebar futures have a low valuation, and the supply side may shrink. The focus is on demand recovery in October, and the price needs rapid post - festival de - stocking [2]. - **Glass**: Market sentiment was boosted by news, and prices rose. Supply was stable last week, and there was short - term support from replenishment. However, long - term demand is suppressed by the real estate adjustment [2]. - **Soda ash**: Although the report mentions it in the context, there is no specific in - depth analysis other than the overall "oscillation" rating [2]. Financial and Precious Metals - **Stock Index Futures/Options**: The market is volatile. The overall upward outlook is optimistic, and stock index long positions should maintain the current position [4]. - **Treasury bonds**: Market interest rates are volatile, and Treasury bond trends are weak. Treasury bond long positions should be held lightly [4]. - **Gold and Silver**: Gold's pricing mechanism is changing. The logic for the rise has not reversed, and it is expected to show strong - biased oscillation, affected by the Fed's policy and geopolitical risks [4][6]. Light Industry - **Logs**: Port daily shipment volume increased, and supply is expected to be tight. The cost support is enhanced, and it is expected to oscillate in a range [6]. - **Pulp**: Spot prices fluctuated. Cost support is enhanced, but demand improvement is uncertain. It is expected to consolidate at the bottom [6]. - **Double - offset paper**: The spot price is stable. Production is relatively stable, and demand is expected to improve, but prices are expected to oscillate [6]. Oil and Fats - **Soybean oil, Palm oil, Rapeseed oil**: The oil and fat market shows a wide - range oscillation pattern. There are differences among varieties, affected by factors such as Argentine exports, biodiesel, and seasonal production [6]. - **Bean meal, Rapeseed meal**: Although there is some support from US domestic demand, new soybean listings and Brazilian production potential bring supply pressure. Prices are expected to move downward [6][7]. Agricultural Products - **Live pigs**: The average trading weight is declining, and supply is sufficient. Downstream demand is weak, and prices are expected to oscillate slightly downward [7]. Soft Commodities and Polyester - **Rubber**: Supply - side pressure in Yunnan has decreased, while Hainan's output is lower than expected. Demand has improved slightly, and inventory is decreasing. Prices may show wide - range oscillation [9]. - **PX, PTA, MEG, PR, PF**: These products are mainly affected by cost, supply, and demand factors. Their prices show different trends such as oscillation, wait - and - see, etc. [9]
恒指夜期收盘︱恒生指数夜期(10月)收报26863点 高水34点
Zhi Tong Cai Jing· 2025-10-08 22:46
截至10月9日,恒生指数夜期(10月)收报26863点,升20点或0.075%,高水34点。未平仓合约总数为 120276张,减少1802张;未平仓合约净数报42461张,减少113张。 ...
Wall Street Insiders Are Loading Up on These 3 Stocks
247Wallst· 2025-10-08 18:34
People don't like to throw money into a sinking ship , and by that logic, insider buys in Wall Street can be an easy way to gauge how well a company might do in the coming quarters. ...
中国资产长假受追捧科技股前景被看好
Zheng Quan Shi Bao· 2025-10-08 17:41
Group 1 - During the National Day and Mid-Autumn Festival holidays, major overseas stock markets performed well, with indices in Japan, South Korea, and the United States reaching historical highs [1] - The Nasdaq China Golden Dragon Index hit a 5-year high of 8945 points on October 2, with a year-to-date increase of 40% [1] - The Hang Seng Index and Hang Seng Tech Index also reached 5-year highs during the holiday period, with sectors like non-ferrous metals and biomedicine gaining attention [1] Group 2 - Morgan Stanley reported a net inflow of $4.6 billion into the Chinese stock market in September, marking the highest monthly inflow since November 2024, indicating a recovery in global investor confidence towards Chinese assets [1] - Passive funds have seen a cumulative inflow of $18 billion year-to-date, surpassing last year's total of $7 billion, driven by the expansion of international indices tracking A-shares [1] - Several foreign institutions, including Standard Chartered and Goldman Sachs, expressed optimism about Chinese assets, particularly in the technology sector, with significant target price increases for companies like Alibaba, Tencent, and Baidu [2]