新华财经上海8月30日电（记者魏雨田）近期，公募基金2025年中期报告陆续开始披露，安信基金、摩 根士丹利基金、融通基金、鹏华基金等多家机构旗下绩优基金的重仓方向随之浮出水面。 安信基金经理陈鹏管理的安信洞见成长混合A表现亮眼。新华财经数据显示，截至8月28日，该基金今 年以来净值涨幅为99.69%，接近翻倍。今年上半年，该基金在新消费、创新药和算力三大方向发力， 捕捉到多只翻倍牛股。从具体持仓来看，前十大重仓股中，新易盛、中际旭创等标的聚焦算力赛道，信 达生物、三生制药、绿叶制药构成创新药投资矩阵，而泡泡玛特则为新消费方向热门标的。 同样表现突出的还有2024年的"冠军基"——摩根士丹利基金经理雷志勇管理的大摩数字经济混合A。截 至8月28日，该基金2025年以来净值上涨61.36%。从最新披露的中报数据看，截至6月30日，该基金共 持有50只个股，持仓聚焦AI算力核心产业链，包括新易盛、海光信息、寒武纪等代表性标的。 对于下半年市场走向，基金经理持有积极看法。雷志勇表示，当前市场正处于新旧动能转换的关键阶 段，科技创新已开始形成对经济的向上牵引力，投资者的悲观预期得到有效扭转。从产业层面跟踪来 看，AI产 ...

早上好，先来看下重要消息。 美上诉法院裁定美政府大部分全球关税政策非法 据悉，位于华盛顿的联邦巡回上诉法院裁决，《国际紧急经济权力法》并未明确赋予美国总统加征关税的权力，特朗 普援引该法加征关税超越了其职权范围。 另据路透社报道，法院的这一裁决并不影响特朗普政府根据其他规定而加征的关税，比如加征的钢铝关税。 美国总统特朗普当天通过社交媒体批评上诉法院裁决，称其"错误"地要求取消关税，并强调现有关税仍在生效。特朗 普称，如果关税被移除，"将会给美国带来彻底的灾难"。 据央视新闻最新消息，当地时间8月29日，美国上诉法院裁定美国总统特朗普实施的大部分全球关税政策非法。法院表 示，这些加征关税措施可以维持到10月14日，以便美国政府向最高法院上诉。 据悉，特朗普政府在这项裁决发布的几分钟后提交了上诉通知。白宫发言人库什·德赛严厉谴责了这项裁决并表示，非 民选法官无权决定如何妥善应对国家紧急状态，特朗普政府将动用一切行政权力来应对这场危机。 今年5月，美国国际贸易法院阻止了美国总统特朗普在4月2日"解放日"宣布的关税政策生效，并裁定特朗普越权，对向 美国出口多于进口的国家征收全面关税。位于纽约曼哈顿的国际贸易法院表示 ...

Group 1 - The core focus of the article is on the performance of various leading companies in different sectors, highlighting their recent breakthroughs and market movements [1][2][3][4][5][6]. - The consumption sector is represented by companies like Wancheng and Ruoyu Chen, with Ruoyu Chen showing significant upward movement [1]. - The battery sector is led by CATL, which has broken through a critical high point, signaling positive momentum for the battery industry [2]. - The computing power sector is exemplified by Industrial Fulian, which has shown strong performance, indicating robust market interest [3]. - The CXO sector features WuXi AppTec, which is also experiencing notable gains, alongside BeiGene, which is making a subtle comeback in the innovative drug space [4]. - The military industry is represented by Great Wall and North Industries, which have shown signs of a potential third wave of growth [5]. - The rare earth sector is highlighted by Northern Rare Earth, with a mention of the broader rare earth market dynamics [6]. Group 2 - The article notes a lack of participation from the semiconductor sector, suggesting recent volatility may have led to a temporary withdrawal from the spotlight [6]. - There is a concern regarding the overall market volume, with suggestions that the market needs to increase trading volume to sustain momentum [6]. - The article discusses the potential for a market correction, particularly in the ChiNext index, which is showing signs of divergence and weakness [6]. - The expectation for the upcoming week is for a healthy adjustment in the market, with a focus on maintaining key support levels [7].

随着人工智能技术迅猛发展，算力作为核心基础设施正成为驱动创新的关键力量。在此背景下，各地政 府密集推出算力券相关政策，旨在降低企业算力使用成本，推动人工智能产业集聚与创新发展。 8月28日，贵州省人民政府办公厅发布《贵州省鼓励数据产业发展的若干政策（试行）》提出，"加大贵 州算力品牌宣传力度，提升贵州算力服务能力。发放'算力券'，支持降低企业算力使用成本，促进大模 型训练、适配，吸引全球使用贵州算力资源"。 事实上，自今年起，成都、上海、芜湖、天津、武汉、杭州、昆明等多地已陆续发放或计划发放"算力 券"，呈现出政策推广的加速态势。 "人工智能产业高度依赖算力支撑，尤其是中小企业在研发大模型时往往面临高昂的算力成本，这直接 制约了其技术创新与产业参与度。"苏商银行特约研究员武泽伟接受《证券日报》记者采访时表示，"政 府通过发放算力券可有效减轻企业负担，激发研发积极性，同时推动算力基础设施向规模化、高效化发 展，助力区域打造算力品牌，吸引全球资源落地，形成产业生态闭环，从而在数字经济竞争中占据先 机。" 真金白银支持智能算力产业发展 当前，算力资源短缺和使用成本高是企业，尤其是中小科技企业面临的主要瓶颈。各地政府 ...

Core Viewpoint - The partnership between GLP and ADIA signifies a strategic investment aimed at accelerating growth in the new economy sectors, particularly in supply chain, big data, and renewable energy, leveraging ADIA's financial strength and GLP's operational expertise [1][3][12]. Investment and Financial Overview - ADIA has invested $1.5 billion in GLP, with an initial deployment of $500 million, highlighting its commitment to long-term value investments [1]. - ADIA manages over $1 trillion in assets and has a 20-year and 30-year annualized return rate of 6.4% and 6.8%, respectively, indicating a strong track record in sustainable growth [1]. Strategic Collaboration - ADIA has been a long-term limited partner in various GLP funds and has upgraded its role to a strategic investor, providing significant endorsement for GLP's team and operations [2]. - The collaboration is expected to enhance GLP's capital structure and investment capabilities, allowing it to attract a broader range of clients and partners [3]. Core Competencies of GLP - GLP excels in asset management, balancing asset investment development with operational management, which is a key reason for ADIA's strategic investment [5]. - The company has established strong relationships with global institutional investors, sovereign funds, and pension funds, facilitating efficient capital linkage through asset fundization and securitization [5][7]. Focus on New Economy - GLP has built professional barriers in logistics supply chain, big data infrastructure, and renewable energy, achieving rapid growth and market recognition [8]. - Since entering the Chinese market in 2003, GLP has expanded its logistics facilities to cover over 3,000 square kilometers and serve nearly 3,000 clients [8]. Growth in Specific Sectors - GLP has developed 20 data centers across key regions in China, providing 1,400 MW of IT load, positioning itself as a leading independent data center operator [9]. - In renewable energy, GLP has developed over 2 GW of capacity and manages over 1 GW, supporting low-carbon operations across its facilities [11]. Long-term Value and Market Potential - The infrastructure sector serving the new economy is experiencing a revival, with current valuation levels attractive to long-term investors [12]. - The partnership between GLP and ADIA is seen as a recognition of China's long-term market potential, with both entities poised to capitalize on emerging growth cycles [12][13].

Core Insights - The strategic cooperation agreement between Hongxin Electronics and the Xiamen branch of the National Development Bank aims to enhance the digital economy and new productivity in Xiamen, with a cooperation intention of 10 billion yuan [1][3] - Hongxin Electronics is focusing on AI computing power and has transitioned from a small enterprise to a leading player in the flexible electronics industry and the third-party computing power market in China [1][2] Group 1: Strategic Cooperation - The partnership will concentrate on supporting the high-quality development of the real economy, aligning with national strategies and key sectors [1][3] - Hongxin Electronics plans to establish a high-level research center in Haicang, collaborating with leading chip companies and other top enterprises to create an innovation platform [1][2] Group 2: Financial Performance - In the first half of 2025, Hongxin Electronics reported revenue of approximately 3.494 billion yuan, a year-on-year increase of 15.01%, and a net profit of about 53.99 million yuan, up 9.85% [2] - The company achieved a significant turnaround in its flexible electronics business, with a non-recurring net profit growth of 705.74% [2] Group 3: Industry Development - The establishment of "Cloud Innovation Valley" aims to attract over 10 AI-listed companies, creating a collaborative ecosystem for the AI industry in Xiamen [3] - The partnership with the National Development Bank will provide comprehensive financial support to enhance Hongxin Electronics' capabilities in flexible electronics and computing power [3][4]

Market Overview - The A-share market showed a strong upward trend in August, with all three major indices experiencing significant monthly gains [1] - The ChiNext Index rose over 24% this month, while the Shanghai Composite Index surpassed 3,800 points, reaching a 10-year high [1] - The Sci-Tech Innovation 50 Index saw a remarkable increase of 28% this month [1] Sector Performance - Market hotspots this month were primarily focused on computing power and semiconductor sectors [1] - In the computing power sector, stocks like Xinyi Sheng reached historical highs, and Industrial Fulian's total market value exceeded 1 trillion [1] - In the semiconductor sector, Cambrian Technology's stock price doubled this month, surpassing Kweichow Moutai to become the "king of A-shares" [1] Individual Stock Highlights - Over 4,000 individual stocks recorded monthly gains, with 14 stocks (excluding newly listed and ST stocks) rising over 100% [1] - Among these, the Beijing Stock Exchange stock Gebijia surged by 155%, leading the gains this month [1]

A股今日8月收官，本月市场总体呈现单边震荡上行态势，三大指数月线均大涨，其中 创业板指本月累计涨超24%，沪指站上3800点创10年新高 ，科 创50指数本月大涨28%。 从板块来看，本月市场热点主要集中在算力和芯片方向，算力板块中，新易盛等多股创历史新高，工业富联总市值超万亿；芯片股中， 寒武纪本月 股价翻倍，超越贵州茅台成为A股"股王"。 个股方面，本月逾4000只个股月线收涨，14只个股(剔除次新和ST股)涨超100%，其中北交所个股戈碧迦本月大涨155%位居首位。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 上证指数 创业板指 深证成指 -3857.93 -12696.15 -2890.12 +124.78 +0.99% +62.95 +2.23% +14.33 +0.37% 市场概况 2204 1197 835 424 174 174 121 121 76 81 57 39 12 小于 大于 涨停 +6% +4% +2% -2% -4% -6% -8% +8% 0% 跌停 +8% -8% 上涨 1997家 下跌 3309家 持平 121家 涨 ...

Group 1 - The ChiNext index and other related indices showed strong performance, with the ChiNext index rising nearly 2% [1] - Sectors such as lithium battery anodes, rare earths, power batteries, and solid-state batteries were active, while computing-related sectors like servers and ASIC chips faced declines [1] - Zhongke Shuguang reported its 2025 mid-year results, achieving a revenue of 5.85 billion yuan, a year-on-year increase of 2.41%, and a net profit of 729 million yuan, up 29.39% year-on-year [1] Group 2 - The cloud computing 50 ETF (516630) experienced a decline of over 2.5%, with major holdings like Zhuhai Shuguang and Qi Anxin leading the losses [1] - The cloud computing 50 ETF tracks an index with a high AI computing content, covering popular sectors such as optical modules, computing leasing, data centers, and AI servers [2] - The ETF is noted for having the lowest total fee rate among ETFs tracking this index [2]

格隆汇8月29日｜A股三大指数早盘集体上涨，沪指涨0.16%报3849.76点，深成指涨0.93%，创业板指涨 2.34%，北证50指数涨2.47%。沪深京三市半日成交额18752亿元，较上日放量670亿元，全市场超2000 只个股上涨。 盘面上，电池旺季即将来临，锂电池板块走强，先导智能(300450)、杭可科技20cm涨停，宁德时代 (300750)涨超11%；白酒股集体上涨，金徽酒(603919)涨超6%，舍得酒业(600702)涨近5%，机构看好板 块修复前景；保险股全线上涨，新华保险(601336)涨超6%，中国人保(601319)、中国太保(601601)涨超 2%；黄金概念持续走高，盛屯矿业(600711)涨停，江西铜业(600362)涨超6%，隔夜金价站上3400美元/ 盎司创五周新高。 另外，半导体股普遍回调，寒武纪跌5.6%，股价跌破1500元，昨晚发布股票交易风险提示公告，预计 2025年全年实现营业收入50亿元至70亿元；算力板块震荡走低，德科立、合力泰(002217)跌超9%。(格 隆汇) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所 ...