Core Viewpoint - Financial service innovation should focus on five core work directions to empower technological innovation, enhance industry transformation, and support the construction of a financial strong nation [2][5]. Group 1: Five Core Work Directions - The relationship between "proactive government" and "effective market" needs to be coordinated, leveraging both visible and invisible hands to integrate government policy innovation into technological innovation [2][5]. - Technological financial innovation should serve the broadest masses, supporting urban economic high-quality development while also contributing to rural revitalization and pension finance [2][5]. - Technological finance must support the brand enhancement of national strategic emerging industries, promoting brand strength alongside technological finance to facilitate internationalization [3][6]. Group 2: Sustainable Development and Talent - The sustainable development of technological finance needs to be combined with modern talent cultivation, emphasizing the importance of modern financial literacy and technological knowledge [3][6]. - Technological finance should provide "intellectual capital" support for the financial strong nation by innovating systems, management, technology, products, markets, brands, and resources [3][6].

1. 美国三大股指期货齐涨，纳指期货涨0.35%，标普500指数期货涨0.29%，道指期货涨0.17%。 2. 欧股主要指数涨跌不一，德国DAX指数跌0.09%，英国富时100指数涨1.57%，法国CAC指数跌 0.23%，欧洲斯托克50指数涨0.05%。 3. 高盛：AI融资风险被过度夸大，绝大部分资金来自科技巨头强劲的内部现金流。 4. 工业和信息化部部长李乐成会见AMD首席执行官苏姿丰，双方就加强数字经济、人工智能领域合作 等议题进行交流。 5. OpenAI据报拟从亚马逊融资至少100亿美元，并使用其AI芯片。 6. 苹果据报将扩大iPhone产品线，2027年秋季前将发至少7款新机型。 7. 特斯拉在加州被要求限期整改，否则将被暂停销售。 8. 摩根士丹利：特斯拉Robotaxi车队2026年有望增至1000辆。 9. 美光将于盘后公布2026财年Q1业绩，小摩将其列入明年半导体投资首选股名单。 10. 华纳兄弟探索董事会计划拒绝派拉蒙发起的敌意收购，认为奈飞提案更优。 11. 波音获美国海军9.31亿美元合同，以延长F/A-18 E/F超级大黄蜂战机的服役寿命。 12. 葛兰素史克旗下一款治疗重度 ...

每经AI快讯，赢时胜（SZ 300377，收盘价：22.53元）12月17日晚间发布公告称，公司第六届第六次董 事会会议于2025年12月17日在公司37楼会议室召开。会议审议了《关于聘任2025年度审计机构的议案》 等文件。 2025年1至6月份，赢时胜的营业收入构成为：金融行业占比98.68%，非金融行业占比1.32%。 截至发稿，赢时胜市值为169亿元。 每经头条（nbdtoutiao）——海南封关政策红利全解析：零关税、低个税、投资准入放宽、跨境资金自 由、创业扶持…… （记者 曾健辉） ...

1、行情 指数午后大幅反弹，一举逆转了持续4000+下跌的颓势。 题材方面，在"蚂蚁阿福"的消息带动下，智慧医疗开盘局部大涨，美年健康、华人健康（20CM炸）、鹭燕医药等涨停，鹿得医疗、卫宁健康、 漱玉平民、润达医疗等集体走强； 锂电池板块在"宜春拟注销27个采矿权"的消息刺激大涨，金圆股份、天际股份、大中矿业、盛新锂能等大涨，天华新能、德福科技、华盛锂电、 中矿资源等集体大涨； 液冷服务器开盘大涨，飞龙股份、英维克、奕东电子（20CM）、大元泵业涨停，同飞股份、中石科技、科创新源、思泉新材等集体大涨； CPO板块也全天单边大幅反弹，联特科技（20CM）、光迅科技、长飞光纤涨停，炬光科技、源杰科技、新易盛、天孚通信、亨通光电等大涨； 午后，金融科技、保险等大幅反弹，古鳌科技20CM涨停，志晟信息、华泰证券、指南针、合合信息、财富趋势、同花顺、中国太保、中国人 寿、中国人保等也都单边走强； 此外，有色、化工等均有局部大涨表现，海南、福建、航天、高位强势股等跌幅居前。 截至收盘，沪指、深成指、创业板指分别收涨1.19%、2.4%、3.39%，市场超3600股上涨，1600余股下跌。 2、沐曦股份 在摩尔线程之后， ...

盘面上，能源金属、CPO概念、麒麟电池等板块涨幅居前，海南板块、空间站概念、京东金融等板块跌 幅居前。 个股方面，A股3626股飘红，57股涨停，其中，新股沐曦股份上市首日大幅收涨692.95%，报829.9元/ 股。此外，1635股飘绿，其中25股跌停。 北京商报讯（记者 马换换 李佳雪）12月17日，A股三大股指开盘涨跌不一，早盘期间保持震荡态势。 午后开盘，三大股指集体走强。截至收盘，上证综指、深证成指、创业板指分别收涨1.19%、2.4%、 3.39%，分别报3870.28点、13224.51点、3175.91点。 成交金额方面，沪市成交金额7668.21亿元，深市成交金额10443.25亿元，两市合计成交金额约1.81万亿 元。 ...

近期，金融监管总局下调保险公司多项风险因子，充分发挥险资作为耐心资本的优势，这意味着险资投资A股的资金规模进一步拓展。招商证 券认为调降保险公司股票投资风险因子，能够鼓励保险公司加大入市力度，支持稳定和活跃资本市场，建议左侧布局金融科技。 东吴证券认为，2026年金融科技机会主要围绕两条主线展开：短期看市场活跃的持续性，2025年资本市场活跃度仍在持续，互联网券商在 2025年及2026年上半年仍会有一定的业绩释放；中期关注金融IT业绩弹性，随着政策发力推动金融行业基本面改善，同时券商信创稳步推 进，也将使金融IT公司收益逐步增长。 从估值端看，当前中证金融科技主题指数当前处近半年低位，较高点回落明显，估值消化较为充分。叠加后市资本市场高活跃预期、数字经 济、AI金融等热点催化，当前金融科技左侧配置或正当时。 多角度把握金融科技机会，建议重点关注金融科技ETF（159851）及其联接基金（A类013477、C类013478），按照申万一级行业，标的指数 重仓计算机+非银金融，全面覆盖了互联网券商、金融IT、跨境支付、AI应用、华为鸿蒙等热门主题。 数据来源：沪深交易所等。 风险提示：金融科技ETF被动跟踪中证 ...

多角度把握金融科技机会，建议重点关注金融科技ETF（159851）及其联接基金（A类013477、C类 013478），按照申万一级行业，标的指数重仓计算机+非银金融，全面覆盖了互联网券商、金融IT、跨 境支付、AI应用、华为鸿蒙等热门主题。 17号午后，金融科技突然水下拉升，互联网券商、数字人民币全线活跃！截至发稿，翠微股份涨停斩获 两连板，古鳌科技逼近20CM涨停，指南针涨超5%，同花顺、东方财富、银之杰等多股跟涨超2%。热 门ETF方面，同类规模最大的金融科技ETF（159851）水下直线拉升，现场内价格涨超1%，实时成交 额超3亿元。 | | | 分制 多日 1分 5分 15分 30分 * | | | | F9 盘前盘后 盛加 九转 画线 工具 3 (2 > | | 金融科技ETF | | 159851 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.818 | | | | 159851[金融科技ETF] 13:59 价 0.812 潘歌 0.010(1.25%) 均价 0.796 成交盘 4.41. ...

Core Viewpoint - Gaoyang Technology (00818.HK) has announced the establishment of a second phase of its asset-backed special plan, with a total issuance scale of RMB 151 million, aimed at supporting its fintech business operations [1]. Group 1 - The total issuance scale of the asset-backed securities is RMB 151 million [1]. - The proceeds from the issuance will primarily be used as general operating funds for the company's fintech business segment [1].

Group 1 - The core viewpoint is that artificial intelligence, quantum computing, and data elements are driving a transformation in financial services, shifting from efficiency enhancement to ecological reconstruction, with digital finance becoming a key engine for high-quality economic development [1] - A new financial ecosystem centered on intelligence, compliance, and symbiosis is rapidly forming, injecting strong momentum into economic transformation and upgrading [1] Group 2 - National policies are crucial for the deepening application of AI in finance, with a comprehensive policy framework being established to guide technological innovation and set boundaries [2] - The 2023 Central Financial Work Conference emphasized five key areas: technology finance, green finance, inclusive finance, pension finance, and digital finance, with AI highlighted as a key breakthrough direction [2] Group 3 - The evolution of large models is shifting financial services from passive responses to proactive predictions, enabling institutions to process complex unstructured data effectively [3] - The enhanced reasoning capabilities of large models provide significant technical support for the refinement of financial services [3] Group 4 - Safety and compliance are fundamental to the implementation of AI in finance, with a focus on establishing a robust safety and compliance framework [4] - Current challenges in AI application include issues like the "hallucination" problem of large models, data leakage risks, and potential biases in algorithm design [4] Group 5 - A layered risk governance mechanism is essential for addressing challenges, with higher standards for high-risk scenarios and more flexible requirements for lower-risk situations [5] - Collaboration between regulatory bodies and financial institutions is necessary to explore "regulatory sandbox" mechanisms for innovation while maintaining compliance [5] Group 6 - The integration of technologies is key to overcoming complex financial challenges, with AI and quantum computing expected to create synergistic effects [6] - The "4S framework" proposed for compliance in loan collection demonstrates the potential of combining large models with quantum computing to address industry pain points [6] Group 7 - The future competition in finance will focus on data quality, particularly public data, and enhancing data governance capabilities will be critical for financial institutions [7] - There is a need to break existing institutional constraints to promote public data openness and accelerate the establishment of a specialized data market in finance [7]

1. Report's Industry Investment Rating - Not provided in the content 2. Core Views of the Report - In the stock index futures market, the pullback of popular sectors has dragged down sentiment. In mid - to late December, it is recommended to focus on risk - avoidance allocations, with a short - term combination of high - dividend and price - increase chains [1][9]. - In the stock index options market, volatility has rebounded, and a short - term defensive strategy is advisable, with a short - term protective put option recommended [2][9]. - In the treasury bond futures market, the bond market shows differentiation. Short - term caution is needed for the ultra - long - end, while the short - end has relatively stronger support [3][11][12]. 3. Summary of Each Directory 3.1 Market Views Stock Index Futures - On Tuesday, the equity market accelerated its correction, with popular sectors such as non - ferrous metals, new energy, and communications leading the decline. The market trading volume was around 17.5 trillion. The IC and IM contracts saw significant increases in positions, indicating hedging demand. The market attributes the pullback to various factors, but the core issue is the unclear leading funds. The operation suggestion is to hold IC and the dividend index [1][9]. Stock Index Options - The underlying market fell across the board. The total trading volume of the options market reached 9.854 billion yuan, a 60.16% increase from the previous day. The proportion of put option trading volume increased, showing a defensive sentiment. The sentiment indicators suggest a weak medium - term view. Volatility rebounded, and a short - term protective put option is recommended [2][9]. Treasury Bond Futures - Treasury bond futures showed differentiation. The T, TF, TS, and TL main contracts changed by 0.05%, 0.03%, - 0.02%, and - 0.19% respectively. The T main contract was volatile, and the ultra - long - end TL contract continued to decline, while the short - end TS contract adjusted. The market sentiment needs to improve. The operation suggestions include a trend strategy of range - bound trading, paying attention to short - selling hedging at low basis levels, focusing on basis widening, and expecting a steep yield curve [3][11][12]. 3.2 Economic Calendar - It includes data such as China's reserve currency in November 2025, the US non - farm payrolls change in November 2025, and upcoming data on the US core CPI and PCE price index in November 2025 [13]. 3.3 Important Information and News Tracking - **Domestic Macroeconomics**: The National Development and Reform Commission proposed measures to boost domestic demand, including stabilizing bulk consumption, implementing key projects in consumption - related fields, and improving market order [14]. - **Financial Technology**: Baidu's no - code application building platform "Miaoda" has generated over 500,000 commercial applications in 8 months. Baidu also launched a long - term support plan for creators [14]. - **Non - ferrous Metals**: The London Metal Exchange plans to implement new position limit rules from July next year to comply with UK financial regulatory requirements [15]. 3.4 Derivatives Market Monitoring - **Stock Index Futures Data**: Not detailed in the provided content [16]. - **Stock Index Options Data**: Not detailed in the provided content [20]. - **Treasury Bond Futures Data**: Not detailed in the provided content [32].