8月9日，加密货币市场全线走高。其中，以太坊站上4200美元，24小时内涨幅超过8%，总市值突破5000亿美元。比特币价格也站上117000美元，24小时 内涨幅超1%。 加密货币市场全线上涨。 | BTC | 117744 | +1.09% | | --- | --- | --- | | $618.7亿 +0.5% | | | | ETH | 4228 | +8.53% | | $433.4亿 +12.5% | | | | SOL 三 | 182.6 | +3.82% | | $66亿 +3.5% | | | | XRP | 3.334 | +0.74% | | $64.1亿 +1.8% | | | | DOGE | 0.2373 | +6.9% | | $22.1亿 +8.0% | | | | SUI | 3.948 | +3.85% | | $12.6亿 +0.8% | | | | BNB | 817.6 | +3.98% | | $10亿 +3.4% | | | Coingecko最新数据显示，随着以太坊价格突破4200美元推动其市值重返5000亿美元上方，加密货币总市值也再次突破4万亿美元，过去24 ...

Core Viewpoint - The article discusses the self-regulatory disciplinary actions taken by the Interbank Market Dealers Association against five companies for violating market principles and regulations related to non-market-based issuance and inadequate rating practices [1][2][3][4]. Group 1: Disciplinary Actions - Five companies, including Fuxi Asset, Shanghai Huancai, Jiangsu Yuning, Zhongyuan Futures, and Zhongzheng Pengyuan, received self-regulatory disciplinary actions from the Interbank Market Dealers Association [1]. - Fuxi Asset was severely warned for assisting multiple issuers in non-market-based issuance and charging large financial support or holding service fees, violating principles of fairness and transparency [2]. - Shanghai Huancai was warned for facilitating "self-financing" issuance through nested private funds, also breaching fairness and transparency principles [2]. - Jiangsu Yuning received a severe warning for similar violations as Fuxi Asset, assisting issuers in non-market-based issuance and charging large financial support [3]. - Zhongyuan Futures was warned for failing to prudently verify the relationships between entrusted parties and issuers, which aided in "self-financing" issuance [3]. - Zhongzheng Pengyuan was warned for multiple violations, including sending rating upgrade proposals to potential subjects and failing to maintain effective separation between rating analysts and marketing personnel [4].

报告说，关税政策对服装和纺织品价格的影响尤为严重。鞋类价格短期内将上涨39%，服装价格将上涨 37%。从长期来看，这两类商品价格将分别上涨19%和18%。 报告预计，受关税政策拖累，美国实际国内生产总值增速今明两年将分别下降0.5个百分点。另外，关 税政策将导致美国失业率到今年年底上升0.3个百分点。到2026年年底，失业率将上升0.7个百分点。 越来越多专家担心，美国普通民众不得不承担高关税的严重代价。 美国摩根大通资产管理全球市场战略分析师米拉·潘迪特7日说，高关税带来的成本中有大约60%的比例 将转嫁给消费者。 新华社记者宿亮 美国商务部长卢特尼克7日接受记者采访时表示，随着"对等关税"生效，预计美国每月将"入账"至少500 亿美元的关税收入。他说，此前一个月，美国已因新的关税措施获得300亿美元收入。 美国总统特朗普当天也在社交媒体发帖，称"数十亿美元的资金将开始流入美国""关税正以我们想象不 到的水平流入美国"。 然而，一些投资分析师和智库看到的美国经济图景，与美国政府的描述完全不同。 投资机构动态经济战略公司首席执行官约翰·席尔瓦表示，今年4月初，美国颁布"对等关税"以来，企业 招聘停滞，通胀压力 ...

Core Viewpoint - The rise in gold prices, exceeding 27% this year, has led to increased interest in "gold+" financial products, with some products achieving annual returns of 31.38% [2][3]. Group 1: Market Trends - Domestic asset management institutions are accelerating the development of "gold+" products as a new source of stable returns amid declining fixed-income asset yields and increased volatility in equity assets [2]. - The "gold+" investment strategy is gaining traction, with many products having gold allocation ratios between 5% and 10%, and some reaching as high as 30% [2][3]. Group 2: Institutional Adoption - Insurance asset management institutions are allocating even higher proportions to "gold+" compared to banks and public funds, with some private products having gold investment benchmarks as high as 30% [3]. - Global large asset management institutions are increasingly incorporating "gold+" into their investment strategies, with notable allocations such as 19.8% by Japan's Nikko Asset Management and 28.8% by Azerbaijan's State Oil Fund [6][7]. Group 3: Strategic Importance - "Gold+" is viewed as a crucial tool for hedging against market volatility, currency depreciation, geopolitical risks, and inflation, making it an essential component of long-term investment strategies [6][11]. - The unique attributes of gold, such as its independence from cash flow and sovereign credit, are gaining renewed attention as global capital systems undergo deep reassessment [11]. Group 4: Challenges in Domestic Market - The domestic "gold+" market is still in its infancy, with over 250 products available, but it remains relatively small compared to the overall market [9]. - Many domestic fund managers still perceive "gold+" as a tactical investment tool rather than a strategic long-term asset, which hinders broader adoption [10]. Group 5: Future Outlook - There is a growing recognition of the need for better communication within the industry to enhance understanding of "gold+" strategies and their benefits in risk management and stable returns [4][11]. - The trend of increasing allocations to gold among family offices globally, particularly in the Asia-Pacific and Middle East regions, is expected to drive further development of "gold+" products [8].

李博良在管基金一览 中国经济网北京8月8日讯 今日，华泰证券（上海）资产管理有限公司发布华泰紫金智和利率债债券型 证券投资基金清算报告。 报告称，华泰紫金智和利率债债券型证券投资基金（以下简称"本基金"）经中国证券监督管理委员会 《关于准予华泰紫金智和利率债债券型证券投资基金注册的批复》（证监许可[2023]1265号）批准募 集，《华泰紫金智和利率债债券型证券投资基金基金合同》（以下简称《基金合同》或"基金合同"）于 2023年11月15日生效并正式运作。 截至2025年7月22日日终，本基金出现连续50个工作日基金份额持有人数量不满200人的情形，触发基金 合同约定的终止条款。本基金根据《基金合同》约定终止并进入清算程序，无需召开基金份额持有人大 会。本基金的最后运作日为2025年7月22日，自2025年7月23日起进入清算期。 来源：天天基金网 天天基金网数据显示，截至2025年8月5日最后一次披露净值日，该基金累计单位净值为1.0686元，累计 收益率为6.95%。 该基金由李博良与杨义山共同管理。李博良2013年加入华泰证券从事资产管理业务，2015年进入华泰证 券(上海)资产管理有限公司从事固定收 ...

Financial Data and Key Metrics Changes - Total revenues for Q2 2025 were reported at $23.1 million, compared to $23.3 million in Q1 2025 and $22.7 million in Q2 2024, indicating flat revenues across these periods [19] - The company achieved a net income of $1 million or $0.12 per share in Q2 2025, an improvement from a loss of $2.2 million or $0.27 per share in Q2 2024 [20] - Economic earnings for the quarter were $2.8 million or $0.32 per share, compared to an economic loss of $0.5 million or $0.06 per share in Q2 2024 [20] Business Line Data and Key Metrics Changes - Assets under management (AUM) reached $18.3 billion, up from $16.8 billion in Q2 2024, with institutional assets at $9.2 billion (53%), wealth management assets at $4.2 billion (24%), and mutual fund assets at $3.9 billion (23%) [20] - The company experienced net outflows of $200 million in AUM but had market appreciation of $600 million during the quarter [21] Market Data and Key Metrics Changes - The S&P 500 finished the quarter with solid gains, reaching new all-time highs, despite significant market volatility earlier in the quarter [7] - Growth stocks outperformed value stocks across market capitalizations during this period [7] Company Strategy and Development Direction - The company is evolving into a multifamily office model to serve ultra-high-net-worth families, aligning with client demand and industry trends [13] - Westwood was added to the Russell 2000 Index, expected to enhance trading volume and broaden the institutional investor base [14] - The company launched 11 second-tier ETFs, expanding its innovative ETF platform [5] Management's Comments on Operating Environment and Future Outlook - Management expects continued market volatility driven by uncertain trade policies and varying economic indicators [10] - The focus on high-quality businesses with strong fundamentals is believed to position the company well for future performance [10] - The company remains confident in its strategic positioning and the value provided to clients, with a robust institutional pipeline [16] Other Important Information - The Board of Directors approved a regular cash dividend of $0.15 per common share, payable on October 1, 2025 [21] - The company has a strong pipeline of traditional business exceeding $2 billion and has started three new businesses in the last eighteen months [24] Q&A Session Summary Question: No questions were raised during the session - The management acknowledged the lack of questions and expressed appreciation for the audience's participation [22][23]

Core Viewpoint - The importance of a "dual strategy" in A-shares is highlighted, emphasizing the need for both offensive and defensive approaches in the current market environment [1] Group 1 - The current market is characterized by structural trends, necessitating a focus on both growth and value stocks [1] - Investors are advised to adopt a balanced strategy to navigate the complexities of the market [1] - The performance of various sectors indicates a divergence, with some sectors showing resilience while others face challenges [1]

Group 1 - The China Interbank Market Dealers Association issued severe warnings to several asset management firms for their involvement in non-market-based issuances and financial misconduct [1] - Jiangsu Yuning was warned for assisting multiple issuers in non-market-based issuance and receiving large financial subsidies [1] - Zhongyuan Futures was cautioned for failing to prudently verify the relationships between entrusted parties and issuers, effectively aiding in self-financing issuance [1] Group 2 - Fuxi Asset received a serious warning for assisting multiple issuers in non-market-based issuance and charging substantial financial subsidies or holding service fees [1] - Shanghai Huancai was warned for facilitating self-financing issuance through nested asset management plans [1] - Zhongzheng Pengyuan was criticized for sending rating upgrade proposals to potential subjects and failing to maintain effective separation between rating analysts and marketing personnel [1]

Group 1 - The company, Huaxia Happiness (600340.SH), announced that it received a notice from Ping An Asset Management regarding a share reduction plan [1] - Ping An Life and Ping An Asset Management plan to reduce their holdings by no more than 117 million shares, which accounts for up to 3% of the company's total share capital [1]

截至二零二六年三月三十一日止財政年度第一季度 最新營運情況 本公告乃由浩德控股有限公司（「本公司」）及其附屬公司（統稱「本集團」）根據 香港聯合交易所有限公司（「聯交所」）GEM證券上市規則第17.10(2)(a)條及證券 及期貨條例（「證券及期貨條例」）第XIVA部項下的內幕消息條文作出。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而產生或因倚賴 該等內容而引致之任何損失承擔任何責任。 ALTUS HOLDINGS LIMITED 浩德控股有限公司 （於開曼群島註冊成立的有限公司） （股份代號：8149） 本公司董事（「董事」）會（「董事會」）謹此提供下列本集團截至二零二六年三月三 十一日止財政年度第一季度（「二零二六年財政年度第一季度」）的最新營運情況。 收入 於二零二六年財政年度第一季度，本集團錄得企業融資、資產管理及其他諮詢服 務收入4.6百萬港元，較去年同期增加27.3%。企業融資及其他諮詢服務收入乃於 已根據服務協議條款提供相關服務及╱或完成相關重大行動從而達成協定的賬單 里程碑時確認。因 ...