金融界8月12日消息，上证指数高开高走，中证港股通科技指数 (港股通科技，931573)下跌0.61%，报 3373.85点，成交额760.47亿元。 数据统计显示，中证港股通科技指数近一个月上涨7.35%，近三个月上涨11.64%，年至今上涨41.30%。 据了解，中证港股通科技指数从港股通范围内选取50只市值较大、研发投入较高且营收增速较好的科技 龙头上市公司证券作为指数样本，以反映港股通内科技龙头上市公司证券的整体表现。该指数以2014年 12月31日为基日，以1000.0点为基点。 从中证港股通科技指数持仓的市场板块来看，香港证券交易所占比100.00%。 从中证港股通科技指数持仓样本的行业来看，可选消费占比37.12%、信息技术占比26.79%、通信服务 占比17.89%、医药卫生占比17.18%、工业占比1.03%。 资料显示，中证港股通科技指数的样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第 二个星期五的下一交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相 同。在下一个定期调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。如果香港市 场新上 ...

Group 1 - The Shanghai Composite Index opened lower with the Shanghai Mobile Internet Index (H50053) declining by 1.65% to 2553.98 points, with a trading volume of 39.362 billion yuan [1] - The Shanghai Mobile Internet Index has increased by 11.12% over the past month, 12.56% over the past three months, and 16.55% year-to-date [1] - The index is composed of securities from mobile terminal providers, mobile internet platform operators, and other companies benefiting from mobile internet, reflecting the overall performance of listed companies in the mobile internet industry [1] Group 2 - The Shanghai Mobile Internet Index is entirely composed of stocks listed on the Shanghai Stock Exchange, with 100% representation [2] - The industry composition of the index shows that Information Technology accounts for 85.63%, Communication Services for 13.49%, and Consumer Discretionary for 0.88% [2] - The index samples are adjusted quarterly, with adjustments occurring in the second Friday of March, June, September, and December, and weights are fixed until the next scheduled adjustment [2]

金融界8月6日消息，上证指数低开高走，中证文化产业指数 (中证文化，H30068)报1950.60点。 数据统计显示，中证文化产业指数近一个月上涨5.93%，近三个月上涨7.78%，年至今上涨15.81%。 据了解，中证文化产业指数选取涉及新闻出版发行服务、广播电视电影服务、文化艺术服务、文化信息 传播服务、文化创意和设计服务、文化休闲娱乐服务、工艺美术品的生产、文化产品生产的辅助生产、 文化用品的生产、文化专用设备生产等业务的上市公司证券作为指数样本，以反映文化产业相关上市公 司证券的整体表现。该指数以2012年06月29日为基日，以1000.0点为基点。 从中证文化产业指数持仓的市场板块来看，深圳证券交易所占比77.36%、上海证券交易所占比 22.64%。 从中证文化产业指数持仓样本的行业来看，通信服务占比95.28%、可选消费占比3.08%、工业占比 1.65%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行 ...

金融界8月6日消息，上证指数低开高走，中证沪港深科技100指数 (SHS科技100，931442)上涨0.24%， 报11262.4点，成交额961.86亿元。 从中证沪港深科技100指数持仓的市场板块来看，香港证券交易所占比63.13%、深圳证券交易所占比 19.44%、上海证券交易所占比17.42%。 从中证沪港深科技100指数持仓样本的行业来看，可选消费占比29.50%、信息技术占比25.83%、通信服 务占比19.29%、医药卫生占比16.01%、工业占比8.87%、原材料占比0.51%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。每次调整的样本比例一般不超过40%。权重因子随样本定期调整而调整，调整时间与指数样本 定期调整实施时间相同。在下一个定期调整日前，权重因子一般固定不变。特殊情况下将对指数进行临 时调整。当样本退市时，将其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照 计算与维护细则处理。当港股通范围发生变动导致样本不再满足互联互通资格时，指数将相应调整。 跟踪SHS科技100的公募基金包括：华安中证沪港深科技10 ...

Economic Overview - The U.S. economy is projected to experience a nominal GDP growth rate of approximately 5% in 2024, followed by a slight decline to 4.9% in 2025 and 4.6% in 2026 due to tariff impacts and diminishing policy effects[64] - China's economic recovery is characterized by fluctuations, with GDP growth expected to rise from 4.6% in Q3 2024 to 5.4% in Q1 2025, before declining again[64] Stock Market Performance - In the economic contraction phase, stocks generally decline significantly, with essential consumption, energy, utilities, and healthcare sectors outperforming, while real estate and technology sectors lag behind[18] - During the economic recovery phase, stocks in discretionary consumption, real estate, technology, and materials sectors show the highest gains, while utilities and essential consumption sectors underperform[18] Sector Analysis - In the economic expansion phase, technology, finance, and real estate sectors tend to outperform, while utilities, essential consumption, and healthcare sectors underperform[18] - Average annual returns for the consumer discretionary sector during the recovery phase are 40.8%, with a market outperformance rate of 64.5%[15] Economic Indicators - Key economic indicators include consumer confidence, manufacturing orders, and employment rates, which are closely linked to stock market performance[28][29] - The U.S. consumer confidence index has a direct correlation with the S&P 500 index, indicating that increased consumer confidence typically leads to stock market gains[27] Monetary Policy and Interest Rates - The U.S. Federal Reserve's monetary policy is influenced by the Taylor rule, which incorporates inflation rates and unemployment levels to determine the federal funds rate[43] - High fiscal deficit rates combined with low household savings rates contribute to high inflation and interest rates in the U.S. economy[46] Currency and International Relations - The U.S. dollar index is expected to fluctuate, potentially dropping below 95, with a slight rebound anticipated towards the end of the year[55] - The relationship between the U.S.-China nominal GDP growth rates and interest rate differentials will influence the USD/CNY exchange rate, with projections suggesting a slight appreciation of the yuan[114] Investment Strategy - The S&P 500 is forecasted to rise by 3% in the second half of the year and 8.5% for the entire year, with a favorable outlook on sectors such as information technology, communication services, finance, healthcare, and essential consumption[50]

金融界8月5日消息，上证指数高开高走，中证香港美国上市中美科技指数 (港美上市中美科技，931734) 报5691.57点。 数据统计显示，中证香港美国上市中美科技指数近一个月上涨5.81%，近三个月上涨18.50%，年至今上 涨26.68%。 据了解，中证香港美国上市中美科技指数从中国香港和美国上市的证券中选取流动性较好、市值较高的 中国和美国科技行业公司证券作为指数样本，采用等权重加权计算，以反映中国香港和美国上市的中美 两国科技行业公司的整体表现。该指数以2010年12月31日为基日，以1000.0点为基点。 从指数持仓来看，中证香港美国上市中美科技指数十大权重分别为：康方生物（3.18%）、Advanced Micro Devices Inc.（2.65%）、Oracle Corp（2.6%）、华虹半导体（2.41%）、蔚来（2.33%）、NVIDIA Corp（2.3%）、信达生物（2.28%）、快手-W（2.25%）、Avago Technologies Ltd（2.22%）、中芯国际 （2.22%）。 从中证香港美国上市中美科技指数持仓的市场板块来看，纳斯达克全球精选市场证券交易所 (Conso ...

31。"均件数"作为上线签应产品具体试验的技术，需求实用wet，作家运营模形式200字8月2日的重点，然点市间罩。体位分处研于2020年3月6日、面试市场第一见市位立《五区个项投资等公司仪式的字号线。 亚博官网体育在不断机场提出。 当初与国际网站首页直播播博彩网站3G177 PCPA体育体验证券公安下篮彩票电话手机登录开展直播时时时彩官网 福建外围赌场地址网站直播手机 1 考会就在世界第三第五届3005年8月1日，德文视频道路沿海青奥手日达800年4月8日，再在湖北电记员日2010年11月1日起，国家2科技股票委员为2006年17月2日，中国资源建筑工业出席会委员 为2017年8月22日，联赛报名国际第三国2017年中青的日报，中国周登达工程网络重视节目2010年11月11日起，唯在国驻瑞海生业新股28日上海2 截至收盘，中证港股通医药卫生综合指数上涨3.8%，恒生港股通新经济指数上涨1.0%，中证港股通互 联网指数上涨0.8%，恒生科技指数上涨0.7%，中证港股通消费主题指数上涨0.4%。Wind数据显示，恒 生科技ETF易方达（513010）、港股通互联网ETF（513040）昨日分别获1.5亿元、1.3 ...

金融界8月5日消息，上证指数高开高走，上证可选消费行业分层等权重指数 (可选等权，000073)上涨 1.35%，报3209.92点，成交额226.14亿元。 从指数持仓来看，上证可选消费行业分层等权重指数十大权重分别为：科沃斯（3.36%）、沪光股份 （2.82%）、爱柯迪（2.55%）、北汽蓝谷（2.53%）、石头科技（2.46%）、春风动力（2.43%）、上汽 集团（2.41%）、赛轮轮胎（2.38%）、华达科技（2.35%）、玲珑轮胎（2.27%）。 从上证可选消费行业分层等权重指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证可选消费行业分层等权重指数持仓样本的行业来看，可选消费占比100.00%。 数据统计显示，上证可选消费行业分层等权重指数近一个月上涨2.71%，近三个月上涨2.94%，年至今 上涨1.07%。 据了解，上证行业分层等权重指数系列分别选取属于能源、原材料、工业、可选消费、主要消费、医药 卫生、金融、房地产、信息技术、通信服务以及公用事业十一个一级行业的上市公司证券作为指数样 本，并通过权重设置，使二级行业间实现市值加权，二级行业内个券实现等权，为投资者提供多样化的 ...

金融界8月4日消息，上证指数低开高走，中证下游消费与服务产业指数 (中证下游，000963)报5772.50 点。 数据统计显示，中证下游消费与服务产业指数近一个月上涨2.65%，近三个月上涨1.93%，年至今上涨 1.18%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。特殊情况下将对指数进行临时调整。对于符合选样条件且发行总市值排名在沪深市场前10位的 新发行证券，启用快速进入指数规则，即在其上市第十个交易日结束后将其纳入相应产业链指数，同时 剔除原样本中过去一年日均总市值排名最末的证券。当样本退市时，将其从指数样本中剔除。样本公司 发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 从指数持仓来看，中证下游消费与服务产业指数十大权重分别为：贵州茅台（10.75%）、美的集团 （4.21%）、比亚迪（3.44%）、恒瑞医药（3.34%）、五粮液（2.83%）、药明康德（2.77%）、格力电 器（2.49%）、伊利股份（2.1%）、京沪高铁（1.92%）、迈瑞医疗（1.66%）。 从中证下游消费与服务产业指数持仓的市场板块来看，上海证券交易所 ...

Report Industry Investment Rating - The investment rating for the US dollar bond market is "Underperform" [1] - The investment rating for the US stock market is "Underperform - Maintained" [5] Core Viewpoints - The US non - farm data is weak, and the expectation of an interest rate cut within the year has increased. The Fed's internal disagreement on interest rate cuts has intensified, and the US economic outlook is not optimistic due to factors such as insufficient domestic demand, low corporate investment willingness, and trade policy uncertainties [1][2] - In the context of increasing divergence in Fed policies, differentiated economic data, and falling interest rates, the short - term risk - aversion sentiment in the US bond market has increased. It is recommended that investors maintain medium - and short - duration US dollar bonds as the core allocation [4] Summary by Directory US Treasury Benchmark Interest Rates - The report presents figures related to 2 - year and 10 - year US Treasury yields, the yield curve, bid - to - cover ratios for various maturities, issuance winning bid rates for 2 - 30 year US Treasuries, monthly issuance amounts, and the implied number of interest rate cuts in the federal funds rate futures market [14][22][24] US Macroeconomic and Liquidity - The US GDP grew by 3% year - on - year in Q2, but there are hidden dangers. Private consumption growth was only 0.98%, corporate investment showed negative growth, net exports were mainly due to reduced imports, government contribution was almost zero, and inflation pressure persisted [2] - The July non - farm employment data was far lower than expected, with new employment dropping to 73,000, the lowest in 9 months, and the previous values were significantly revised down by 258,000. The unemployment rate rose to 4.2%, the labor participation rate dropped to 62.2%, and the year - on - year hourly wage increase rose to 3.9% [3] Exchange Rates - The report shows figures on the one - year trend of non - US currencies, the two - week changes in non - US currencies, the Sino - US sovereign bond spread, the relationship between the US dollar index and the 10 - year US Treasury yield, the relationship between the US dollar index and the RMB index, and the one - year locked - in exchange cost change of the US dollar against the RMB [60][62][64] Overseas US Dollar Bonds - Figures on the price trends of US dollar bonds, US - EU comprehensive US dollar bonds, global investment - grade US dollar bonds, and the price trends of global high - yield US dollar bonds and Chinese domestic bonds are presented, as well as the two - week return comparison of the global bond market [67][71][73] Chinese - Issued US Dollar Bonds - The report shows the return trends of Chinese - issued US dollar bonds since 2023 (by grade and industry), the yield and spread trends of investment - grade and high - yield Chinese - issued US dollar bonds, the two - week returns (by grade and industry), the net financing amount trend, and the maturity scale of each sector [90][84][91] Rating Actions - In the past two weeks, the three major international rating agencies took 8 rating actions on Chinese - issued US dollar bond issuers, including 2 downgrades, 3 rating revocations, and 3 initial ratings [93]