快速加仓中国资产 自7月突破3600点后，8月以来，上证指数持续走高并稳稳站上3700点。8月18日，上证指数创出十年来 新高，浩浩荡荡向3800点发起攻势。 从资金面来看，A股市场的资金流入迹象十分显著。8月以来，两融余额快速增长，表明杠杆资金正在 加速入场，为市场上涨提供了有力的资金支持。 在中国资本市场持续活跃的背后，外资正在跑步抢筹中国资产。 近日，高盛集团Prime Brokerage数据显示，全球对冲基金正以6月底以来的最快速度买入中国股票。 高盛的Prime服务专门为对冲基金和其他机构交易者提供。目前，高盛该业务的客户中，对冲基金对中 国市场的配置相对于MSCI世界指数超配了4.9%，中国股票占到总头寸的5.8%和净头寸的7.3%。 高盛分析师表示，此次股票买入主要由多头驱动，其次是做空回补，两者比例约为9:1。中国目前是8月 以来Prime业务中净买入最多的市场。 而这只是外资加速配置中国资产的一角。近日，全球知名对冲基金经理、电影《大空头》原型人物迈克 尔·巴里（Michael Burry）在2025年第二季度对中概股的投资策略发生戏剧性逆转，从一季度的"做空"转 向"做多"，大举买入阿里巴 ...

Group 1 - Foreign capital is rapidly increasing its allocation to Chinese assets, with hedge funds buying Chinese stocks at the fastest pace since the end of June, as indicated by Goldman Sachs Prime Brokerage data [1][4] - As of August 18, the Shanghai Composite Index has risen significantly, surpassing 3700 points, with notable inflows of margin trading funds, indicating strong market support [2][5] - The net inflow of foreign capital into Chinese stocks and funds reached $10.1 billion in the first half of 2025, reversing a two-year trend of net selling [5] Group 2 - The optimism among retail investors is growing, with increasing discussions about the A-share market, signaling early signs of a bull market [3] - Global funds are still under-allocated to the Chinese stock market, with the MSCI China Index trading at a forward P/E ratio of 12.1, indicating potential for further inflows [6] - The expectation of a 50 basis point rate cut by the Federal Reserve in September, along with a decrease in geopolitical and macro risks, is expected to enhance liquidity for international capital [1][6] Group 3 - The "anti-involution" policy signals are strengthening, leading to an improved outlook for the fundamentals of Chinese assets [7] - There is a focus on sectors characterized by "specialization and innovation" and "hard technology," which are expected to thrive in the current market environment [7]

早之前就通知了，各电商老板整理数据，以备后来税务稽查。现在电商平台数据报送口径来了，财税小 檬跟着 一起学习一下。 首先报送的主体是：互联网平台 或是 提供其他网络经营的场所这些营利性服务的法人和非法人组织。 其次报送的内容主要是三个方面： 第一 ：身份信息。 个人的话，就是经营者和 从业人员的姓名。公司的话，就是执照上的信息，再加上店铺名称、编码联 系方式等 第二：收入信息。 这一季度的销售收入、退款、所得利润以及一些无形的消费项目的收入。 第三： 特定豁免。 配送、运输、家政等劳务活动人员， 不需要报送信息给税务， 适用于免税政策。 再次报送的时间和口径是：本年度10月，报送七月到九月的数据。各平台 需要按照国务院税务主管部 门规定的涉税信息报送，从而确定准确性和安全性。 那么各位老板怎么应对呢， 赶紧调整一下经营策略吧，确定成本和收入，确保信息报送的及时性和准 确性。 不要小看税务监管的"穿透性"，近几年电商平台的运营企业是高配收入对象，一定要配合税务机关对涉 税信息核对的工作。 我是财税小檬，一个集专业和真诚于一身的财税顾问！ 觉得靠谱，请点赞、收藏、评论、关注，我将持续输出更多优质内容！ ...

（文章来源：每日经济新闻） 每经AI快讯，8月19日，东方甄选尾盘跳水跌20%，此前一度涨23%。 ...

Core Points - JD.com is launching a "Qixi Festival Gift Season" on August 19, featuring collaborations with renowned brands such as YSL, PRADA, Lancôme, Jo Malone, Tissot, and Zhou Dasheng, offering a wide range of fashion items including beauty products, jewelry, watches, and luxury goods [1][5][14] - The campaign includes promotions such as a 12% discount, gift cards, and complimentary items like the "Little Prince" preserved flower with purchases [1][14] - A special offline matchmaking event titled "Heartfelt Wonderful Night" will be held on August 26 at JD Mall in Beijing, featuring Zhao Mei, the host of the popular matchmaking show "Wang Po Says Matchmaking," aimed at helping singles meet potential partners [3][14] Promotions and Offers - The "Qixi Festival Gift Season" includes special offers such as "buy a gift and receive a preserved flower," with popular products like La Prairie caviar essence, PRADA's limited edition gift box, and TOM FORD's lip fragrance [5][14] - Additional gifts include high-end beauty boxes, red string of fate, and Ecuadorian roses for event participants [4][14] Product Highlights - Recommended beauty gifts include YSL's limited edition lipstick set, Givenchy's heart-shaped makeup set, and luxury skincare products like Clarins' Double Serum and Lancôme's Advanced Génifique [7] - For watches, options include Tissot's Swiss quartz watch and Versace's Medusa watch, appealing to both fashion and sentiment [9] - Jewelry options feature DR's platinum ring, APM Monaco's star necklace, and潮宏基's cute dog pendant, catering to romantic gift-giving [11] Fashion Accessories - Fashion items such as Coach's shoulder bag, MCM's mini bucket bag, and Ferragamo's classic handbag are highlighted as stylish gifts that also serve practical purposes [13]

Market Overview - A-shares opened high and closed at a ten-year high, with the Shanghai Composite Index rising by 0.85% and trading volume reaching 2.81 trillion yuan, the highest since October 2024[3][16] - The Hang Seng Index fell by 0.37%, while the Hang Seng Technology Index increased by 0.65%[12] - U.S. stocks showed mixed performance, with the Dow Jones down 0.1% and the S&P 500 virtually unchanged, as investors awaited key earnings reports and the Jackson Hole meeting[10] Monetary Policy Insights - The People's Bank of China emphasized a moderately loose monetary policy, with potential for further reserve requirement ratio (RRR) and interest rate cuts if domestic demand does not recover sufficiently[5] - The report highlighted a focus on improving the efficiency of capital allocation and supporting high-quality consumption finance to sustain domestic demand expansion[5] Commodity and Forex Movements - International oil prices rose by approximately 1%, with WTI crude oil closing at $63.42 per barrel, driven by geopolitical developments[27] - The U.S. dollar index increased by 0.3%, while the euro appreciated by 12.6% year-to-date against the dollar[26] Stock Performance Highlights - Notable stock movements included NetEase, which is expected to see stable growth in its gaming segment, with a target price of $143, up from $130.30[8] - Mobileye's stock is projected to rise as it expands its advanced driver-assistance systems (ADAS) business, with a target price of $17.6[8] Sector Performance - In the A-share market, sectors such as information technology and healthcare saw gains of 2.2% and 1.0%, respectively, while real estate and energy sectors faced declines[17] - In Hong Kong, the healthcare and consumer goods sectors both rose by 1.9%, while the energy sector fell by 1.7%[12] Global Economic Indicators - The U.S. 10-year Treasury yield rose to 4.33%, reflecting market expectations ahead of the Federal Reserve's upcoming announcements[30] - The report noted that inflationary pressures and fiscal risks are key concerns for the UK, with the 30-year government bond yield reaching its highest level since 1998[30]

Market Potential - The structural advantages of China's super-large market are accelerating, with the number of registered business entities reaching 189 million by the end of 2024, a 3.1% increase from 2023, indicating strong economic resilience and market potential [2] - The number of private enterprises has grown from 10.857 million in 2012 to 56.707 million by the end of January 2025, a 5.2-fold increase, highlighting the significant role of private enterprises in technology development and innovation [4] Changes in Circulation System - The index for the development of small and medium-sized enterprises reached 89.5 in the first quarter of 2025, the highest since 2020, due to the relaxation of market access restrictions [5] - The national social logistics total reached 36.06 trillion yuan in 2024, a 5.8% increase year-on-year, with logistics costs as a percentage of GDP decreasing from 18% in 2012 to 14.4% in 2023 [11][15] Fair Competition in the Market - The implementation of the Fair Competition Review Regulations in August 2024 has led to a 2.78 percentage point decrease in identified issues, with an average processing time for simplified cases reduced by 5.7 days [19] - In the first half of the year, market regulators investigated 11 cases of monopoly agreements and abuse of market dominance, imposing fines totaling 632 million yuan [19] Consumer Environment - In 2024, the national market regulatory authorities received 39.239 million consumer complaints, with 18.625 million being complaints, resulting in a recovery of 5.16 billion yuan for consumers [20] - The retail sales of consumer goods reached 24.5458 trillion yuan in the first half of 2025, a 5.0% year-on-year increase, with 19 provinces exceeding the national average growth rate [6]

京东呼吁全行业各平台一起，以实际举措推动骑手各项社保落地，只要骑手与平台之间构成劳动关系， 平台就应与骑手签订劳动合同，履行用人单位为员工缴纳五险一金的义务，让骑手共享公司发展成果， 而不是一味规避劳动关系，推卸本应承担的责任。 8月19日，据京东黑板报，截至目前，京东外卖全职骑手已突破15万人，公司为他们全部缴纳五险一金 且承担所有费用，每人每月平均缴纳约2000元。对于全职骑手，京东坚持做到3个100%：100%签订劳 动合同、100%交齐五险一金、100%正式员工福利。 （原标题：京东：已为15万全职骑手缴纳五险一金） ...

Core Viewpoint - The article discusses the disparity in treatment between India and China regarding oil imports from Russia, highlighting India's significant increase in Russian oil imports and the implications of U.S. sanctions on both countries [1][6]. Group 1: Oil Import Data - India imported an average of 90,000 barrels of Russian oil per day in 2021, which surged to 2.1 million barrels per day by August 2024, accounting for 35% of its total oil imports [1]. - China imported 108 million tons of Russian oil from January to July this year, averaging about 2.1 million barrels per day, with approximately 72% of this oil being refined and re-exported [1]. - The European Union, despite sanctions rhetoric, imported 15 billion cubic meters of Russian liquefied natural gas in the first half of the year, equivalent to 400,000 barrels of oil per day [1]. Group 2: U.S. Sanctions and Global Oil Prices - Rubio indicated that additional sanctions on China could lead to a spike in global oil prices by $8 to $10 per barrel, with Goldman Sachs estimating a potential reduction of 1.2 million barrels per day in refined oil supply if Western countries block Chinese refineries [3]. - The political risk premium for Brent crude oil prices has increased to $7.2 per barrel for Q4, reflecting market concerns over sanctions and counter-sanctions [11]. Group 3: India's Position and Response - India is viewed as a "soft target" for sanctions due to its relatively small trade surplus with the U.S. and the political leverage of the Indian-American voter base [7]. - In response to potential U.S. tariffs, India is considering retaliatory tariffs on U.S. products worth approximately $1.4 billion, has approved special rupee accounts for Russian oil trade, and has seen a significant increase in order cancellations on platforms like Amazon [9]. Group 4: Future Scenarios - Three potential scenarios for future U.S.-India relations regarding oil imports are outlined: a softening of U.S. stance due to upcoming elections, India pushing for self-reliance in manufacturing, or a multilateral compromise during the G20 summit [12].

Core Viewpoint - A new e-commerce business named Yongshun County Yunqi Tea House has been established, focusing on various food and beverage production and sales, particularly tea products [1] Company Summary - The business is a sole proprietorship with a registered capital of 100,000 RMB [1] - The legal representative of the company is Zhang Jinbo [1] Industry Summary - The company's operational scope includes licensed projects such as internet sales of food, production and processing of tea, and various food and beverage production [1] - General projects include tea planting and sales of agricultural products, indicating a focus on both production and retail aspects within the food and beverage industry [1]