Core Viewpoint - The article discusses the optimization and adjustment of the evaluation mechanism for the New Wealth Best Analyst Awards starting in 2025, focusing on enhancing the research service experience and reducing non-research-related influences in the voting process [2][6]. Group 1: Mechanism Adjustments - The evaluation will shift from individual analyst assessments to a focus on "industry + research institution," eliminating the need for individual declarations [3]. - Only the names of research institutions will be published, not individual analysts, to prevent personnel changes or short-term controversies from affecting voting judgments [4]. - Research institutions can disclose their team members post-award for internal motivation and external promotion [5]. Group 2: Rationale for Adjustments - The traditional "declaration-display-voting" chain, while easy to disseminate, has been found to be susceptible to non-research influences, undermining the professional value of the evaluation [7]. - The adjustments aim to return to the essence of research services, allowing buyers to make professional judgments based on their research service experiences [8]. - The changes will facilitate a horizontal scan of all market research institutions by buyers [9]. - The adjustments seek to minimize irrational factors in the evaluation process, such as personnel fluctuations and vote-buying phenomena [10]. - The goal is to provide buyers with a cleaner, more focused, and efficient evaluation path [11]. - The market's attention is intended to shift from "star individuals" to "stable delivery capabilities," promoting the overall system construction of research institutions [12]. Group 3: Buyer Voting Experience - The new mechanism is expected to simplify the voting decision for buyers, allowing them to assess whether an institution provides trustworthy research services without recalling individual analyst names [14]. - Voting criteria will be more stable, unaffected by analyst job changes [15]. Group 4: Evaluation Positioning - The evaluation remains a third-party service assessment mechanism based on independent buyer judgment, providing authoritative references for buyers' research resource allocation and service procurement decisions [17]. - The evaluation will continue to serve as an important benchmark for measuring the professional capabilities of research institutions [18]. - A "buyer classification ranking" will be established based on different types of buyer institutions, enhancing the voice of voters and promoting broader service improvements and resource optimization [18].

作为"金企工程"的支持公司，Visa公司代表马冀聚焦跨境旅游消费支付便利化，介绍了Visa外卡POS受理体系的优化 路径与技术创新，探讨如何进一步提高入境游客购物便利性。 本次"金企工程"交流活动，通过科技赋能文化出海、金融破解产业痛点、AI场景赋能文旅消费体验，助力杭州文旅产 业从"单点突破"到"生态共建"，从"西湖时代"迈向"数字时代"，打造世界级文旅标杆城市。 活动现场，阿里国际站杭州区域行业研究小二、阿里巴巴金牌讲师潘泽南结合阿里国际站"数字化出海2.0"计划，围 绕消费结构演变、外贸政策红利、供应链整合策略等维度展开分析，阐释杭州企业如何借力全链路数字化工具实 现"文化IP出海-消费场景延伸-金融活水灌溉"的闭环。 针对AI赋能文旅产业，杭州飞渡影视传媒有限公司创始人李建国围绕AI，结合影视传媒行业经验提出技术融合与文 旅生态共建的解决方案，从"被动响应"到"主动服务"，从"经验决策"到"数据智能"，以"AI 技术+金融工具"深度融合 赋能文旅消费，助力杭州建设"数字消费之都"。 在提升杭州文旅产业的国际影响力方面，浙江自然而然科技集团总裁刘晓庆结合外贸实战经验，围绕从零起步搭建外 贸体系、单点突破 ...

点击注册小程序 查看完整报告 特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客户，用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限，若给您造成不便，敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 2025年7月21日，公募基金2025年二季报披露完毕，公募基金总规模为34.4万亿元，较2025Q1环比提升 6.76%，同比增长10.65%。 5）重仓股票：持股市值最高的5家公司分别为腾讯控股(H)、宁德时代、贵州茅台、美的集团、紫金矿业，前 20大持股集中度环比下降。从新增重仓和移出重仓的股票来看，中际旭创、新易盛、沪电股份、信达生物 (H)、三生制药(H)受投资者青睐，比亚迪、立讯精密、阿里巴巴-W(H)、贵州茅台、五粮液明显遭到较多基金 移出重仓名单。 6）抱团程度：市场呈现结构轮动，主动偏股基金的抱团趋势持续下滑，一定程度上说明基金经理对于核心资 产投资机会及市场交易主线的观点仍未达成一致。 7）绩优基金：主要来 ...

北京商报讯（记者 卢扬 张茜琦）7月24日，石景山区召开"聚焦产业高质量发展 大力实施链长制"工作启动会，发布并解读《石景山区"一产业一链长"实施 方案》。与此同时，石景山区委副书记、区长，产业链总链长万隆为首席专家代表颁发聘书。 石景山区围绕发展新质生产力主动作为、前瞻布局，着眼于传统产业升级、新兴产业壮大和未来产业培育，全力推动"1+3+1"产业体系向"2+4+4"产业体系 迭代升级，做强信息技术、现代金融两大主导产业，做优人工智能、虚拟现实、工业互联网、科幻游戏四个特色产业，做精未来信息、未来健康、未来制 造、未来空间四个未来产业，构建"主导+特色+未来"梯次发展的现代化产业体系。2025年上半年，地区生产总值完成696.6亿元、同比增长7.6%。 石景山区创新构建"区委领导、政府抓总、链长负责、链办统筹"的四级联动组织架构，确保机制高效运转、责任层层压实。立足构建石景山区"2+4+4"产业 体系，突出多产业融合发展，攥指成拳，对五大产业链分类指导、精准培育。 现代金融产业链注重扩容提质。发挥金融主导产业规模效应与辐射带动优势，持续优结构、促提升，强化区域金融主导地位。人工智能产业链创新领先。协 同未来 ...

| 全球航空业E ... | 24.88 | ↓ -0.68 (-2.64%) 43.22万股 | | | --- | --- | --- | --- | | US JETS | | | | | 可选消费ET ... | 224.24 | J -2.31 (-1.02%) | 69.52万股 | | us XLY | | | | | 区域银行ET ... | 62.87 | ↓ -0.49 (-0.77%) 178.29万股 | | | us KRE | | | | | 黄金ETF-SP ... | 310.23 | ↑ -1.95 (-0.63%) | 121.13万股 | | us GLD | | | | | 能源业ETF - ... | 86.49 | J -0.32 (-0.37%) | 96.68万股 | | us XLE | | | | | 公用事业ET ... | 84.24 | -0.17 (-0.20%) 162.86万股 | | | us XLU | | | | | 日常消费品E ... | 81.57 | ↓ -0.08 (-0.10%) 158.55万股 | | | us XLP | ...

智通财经7月24日电，热门中概股开盘涨跌不一，纳斯达克中国金龙指数现跌超1%。其中，名创优品涨 超8%，乐信涨超2%，小鹏汽车涨超1%，哔哩哔哩跌超5%，网易跌超3%，爱奇艺跌超2%。 ...

财务数据显示，截至2025年03月31日，嘉银科技收入总额17.76亿人民币，同比增长20.35%；归母净利 润5.39亿人民币，同比增长97.56%。 资料显示，嘉银集团公司是中国领先的科技服务集团,致力于以大数据、云计算、人工智能等技术在消 费场景内连接消费者与金融机构,让每位用户都能享受到高效便捷的科技服务,同时助力金融机构业务高 速增长。 嘉银科技由严定贵先生于2011年6月18日创立,总部在中国上海。嘉银科技于2019年5月10日在美国纳斯 达克成功上市,股票代码:JFIN。 嘉银科技从创立之初就将科技创新刻入企业发展基因,坚持数字+科技双驱动,重点构建以大数据驱动为 核心理念的云服务平台和智能风控体系。 7月24日，嘉银科技(JFIN)开盘上涨2.81%，截至21:30，报16.85美元/股，成交1.96万美元，总市值8.99 亿美元。 大事提醒： 8月26日，嘉银科技将披露2025财年中报（数据来源于纳斯达克官网，预计披露日期为美国当地时间， 实际披露日期以公司公告为准）。 嘉银科技全面聚焦科技战略,在科技领域全面开花结果,"天引"智能资金管理平台高效匹配资金资产,"明 鉴"智能风控引擎大幅优化 ...

证券研究报告|宏观研究报告 [Table_Date] 2025 年 07 月 24 日 [Table_Title] 25Q2 固收+基金持仓，转债供不应求 [Table_Title2] 基金转债持仓季度点评 [Table_Summary] ► 业绩：转债助力固收+完成收益增强的使命 2025Q2，类权益市场急跌之后快速修复，典型固收+基金均跑 赢纯债基金。其中，转债基金尤为亮眼，整体表现甚至不逊 于偏股型基金。从收益率中位数来看，作为转债高仓位策略 代表的转债基金收益率处于较高水平，为 3.52%。一级债基、 二级债基和偏债混合基金则分别为 1.08%、1.24%、1.07%，而 中长期纯债基金为 0.96%，固收+产品完成收益增强的使命。 ► 规模&仓位：转债被动降仓效应明显 从仓位来看，与一季度情况类似，常规类别基金转债仓位全 面回调，转债基金仓位略有提升。2025Q2，一级债基转债仓 位环比微降 0.11 个百分点至 8.54%。二级债基和偏债混合基 金转债仓位则继续明显下调，分别环比回落 1.59、0.81 个百 分点至 10.63%、5.90%，不过，主动转债基金加大了转债投资 力度，25Q2 环比 ...

Altisource Portfolio Solutions (ASPS) Q2 2025 Earnings Call July 24, 2025 08:30 AM ET Speaker0Good day, and thank you for standing by. Welcome to the Altisource Portfolio Solutions Second Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone.You will then hear an automated message advising your hand was ...

Group 1 - Financial institutions, including Goldman Sachs and Castle Securities, are advising clients to purchase inexpensive hedging tools to protect against potential losses in the U.S. stock market [1][3] - The S&P 500 index has surged 28% since its low on April 8, and the "fear index" has reached its lowest level since February, making the cost of hedging against market declines very low [1][3] - Goldman Sachs noted that if clients feel anxious, the market is making hedging operations very easy to execute [1] Group 2 - The market faces several potential adverse events, including the Federal Reserve's upcoming interest rate decision and unresolved trade agreements with major partners like Mexico and Canada [3] - The non-farm payroll report for July is expected to significantly impact the Federal Reserve's policy in the coming months, alongside important earnings reports from major tech companies [3] - Bank of America suggested that it is time to buy volatility, as the VIX index typically reaches its lowest point in July [3] Group 3 - There is a belief that the current upward trend in the market will continue, supported by retail investors [5] - If the Federal Reserve finds that tariffs do not drive inflation or hinder economic growth, a rate cut in September could further boost the stock market [5] - Institutional investors' long positions are nearing highs, and they may soon slow down their buying pace [5] Group 4 - Investors are encouraged to engage in hedging operations set to expire in September to mitigate risks from significant events [5] - Historical data indicates that September is typically the worst-performing month for the U.S. stock market [5]