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喜娜AI速递:今日财经热点要闻回顾|2025年12月30日
Xin Lang Cai Jing· 2025-12-30 11:38
12月29日,贵金属市场遭遇"黑色星期一",现货黄金大跌超4%,现货白银暴跌超9%,现货钯金暴跌超 15%,现货铂金暴跌超14%。美股贵金属板块全线大跌,三大指数也小幅收跌。此次暴跌的导火索是芝 商所宣布上调多类金属合约保证金,大量交易员获利了结也加剧了跌势。此外,一则"大型银行因白银 期货空头头寸爆仓"的传闻引发市场关注,但真实性存疑。分析认为,白银市场进入"高波动模式",后 市看法两极分化。详情>> 明年起我国调整部分商品关税,助力产业发展 12月29日,国务院关税税则委员会发布《2026年关税调整方案》,自2026年1月1日起,调整部分商品的 进口关税税率和税目,涉及关键零部件、先进材料、能源资源品、智能仿生机器人等商品。业内人士认 为,此次调整对支持相关行业企业转型升级、创新发展、开拓国际市场有积极作用,能助力国家相关产 业发展。详情>> 五矿发展筹划重大资产重组,股票今起停牌 金融市场犹如变幻莫测的海洋,时刻涌动着投资与经济政策的波澜,深刻影响着全球经济的走向。在 此,喜娜AI为您呈上今日财经热点新闻,全方位覆盖股市动态、经济数据、企业财务状况以及政策更 新等关键领域,助您精准洞察金融世界的风云变幻 ...
港股异动 | 资本界金控(00204)涨超20% 近日拟折让约2.14%配股 未来将所筹额用作物色投资机遇
Zhi Tong Cai Jing· 2025-12-30 08:01
Group 1 - Capital界金控 (00204) experienced a significant increase of over 20%, reaching a price of 0.32 HKD per share with a trading volume of 5.27 million HKD [1] - The company announced a placement agreement with a placement agent to issue up to 41.5092 million new shares at a price of 0.183 HKD per share, which represents a discount of approximately 2.14% compared to the closing price of 0.187 HKD on December 24, 2025 [1] - The maximum number of shares to be placed accounts for about 20% of the company's total issued share capital of 207.5 million shares as of the announcement date, and approximately 16.67% of the expanded total issued share capital post-placement [1] Group 2 - The net proceeds from the placement are estimated to be around 7.36 million HKD, assuming full subscription of the placement shares and after deducting all related expenses, which will be used for potential investment opportunities in the future [1]
港交所今日六只新股齐上市 全年募资金额逾2844亿港元
Xin Lang Cai Jing· 2025-12-30 07:47
今日,港交所六只新股齐上市。据悉,上市仪式出动港交所普通铜锣全部存货,只有大铜锣留在仓库。 今年港股新股IPO市场火热,据统计,连同GEM转主板上市,全年共有118宗新股上市,按年多47宗, 增幅达66.2%;全年募资总额高达2844.7亿港元,按年大增2.2倍,并重返2022年以来最多。包括今年全 球募资规模最大的宁德时代(03750.HK),其贡献募资额约410亿港元。另外,因应上市机制改革,年内 上市新股亦创下多项纪录,今年共有18只新股首日上市升幅就已翻倍。本地机电工程承建商金叶国际集 团(08549.HK)公开发售超购逾1.1万倍,成为港股新股史上超购王。(香港经济日报) ...
资本界金控涨超20% 近日拟折让约2.14%配股 未来将所筹额用作物色投资机遇
Zhi Tong Cai Jing· 2025-12-30 07:47
Core Viewpoint - Capital界金控's stock price increased by over 20%, reaching HKD 0.32, with a trading volume of HKD 5.27 million [1] Group 1: Share Placement Announcement - Capital界金控 announced a share placement agreement with a placement agent to issue up to 41.5092 million new shares at a price of HKD 0.183 per share [1] - The placement price represents a discount of approximately 2.14% compared to the closing price of HKD 0.187 on December 24, 2025 [1] - The maximum number of shares to be placed accounts for about 20% of the company's total issued share capital of 207.5 million shares as of the announcement date [1] Group 2: Use of Proceeds - The net proceeds from the placement are estimated to be approximately HKD 7.36 million, assuming full placement and after deducting all related expenses [1] - The funds raised will be used for potential investment opportunities that may arise in the future [1]
雷军:跨年直播拆车
新华网财经· 2025-12-30 06:08
小米创办人、董事长兼CEO雷军宣布, 将于12月31日晚8点做一场跨年直播。 雷军今日午间在其个人微博表示,"前几天我在网上看过一个拆SU7视频,很多人建议拆拆YU7。这次直播,我请工程师现场拆车,一边拆 车一边聊。" 2026年1月1日起,你的房贷可能下调! 里程碑!人形机器人与具身智能标委会成立,王兴兴彭志辉发言 来源:财联社 关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 ...
港股IPO融资近3000亿港元,重夺全球榜首,制造业领跑,外资回流
Jin Rong Jie· 2025-12-30 05:44
Core Insights - The Hong Kong IPO market experienced a strong recovery in 2025, regaining the top position globally in terms of fundraising, with over 110 companies raising nearly 300 billion HKD, surpassing both the New York Stock Exchange and NASDAQ for the first time in four years [1][2] - The year saw 19 A-share companies successfully list on the Hong Kong Stock Exchange, accounting for nearly 50% of the total IPO fundraising in Hong Kong, with several companies like CATL and Zijin Mining raising over 10 billion HKD each [1] - The market's robust supply was attributed to regulatory optimizations, including revisions to the listing rules that improved pricing mechanisms, attracting more high-quality issuers [1][2] Market Dynamics - Investor participation was notably high, with a significant increase in the average first-day return of new stocks to 40%, and a decrease in the overall failure rate compared to the previous year [2] - Foreign capital inflow was evident, with cornerstone investments from foreign investors reaching 28.6 billion HKD in the first half of 2025, more than double the amount from the same period in 2024 [2] - The market outlook for 2026 is optimistic, with expectations of an IPO fundraising midpoint of approximately 330 billion HKD, supported by a cycle of quality enterprises and ample capital [2] Structural Changes - A shift in industry structure was observed, with manufacturing sector IPOs leading in fundraising, contrasting with the previous year's dominance of consumer and TMT sectors [1] - The pricing and valuation expectations of newly listed companies have increased compared to previous years, indicating a more competitive market environment [1] Market Segmentation - Signs of market differentiation began to emerge, with an increase in the first-day failure rate of new stocks as the IPO pace accelerated and liquidity conditions tightened [3] - Individual investors have started to adjust their strategies, opting for more certain investment targets amid changing market conditions [3] - Despite the significant increase in total IPO fundraising in 2025, it has not yet surpassed the high levels seen in 2020-2021, which exceeded 330 billion HKD [3]
国雄资本董事长姚尚坤:AI开启三十年长周期机遇,中国优质资产“山脚起步”价值重估正当时
Zhong Guo Jing Ying Bao· 2025-12-30 05:37
在日前于上海举办的2025雪球嘉年华上,中国资本市场的未来机遇成为焦点议题。国雄资本有限公司创 始人、董事长姚尚坤出席活动并发表深度演讲,系统性阐述了对人工智能(AI)产业前景、中国资产 价值重估趋势及个人投资策略的研判。他指出,AI技术浪潮将驱动一个跨越数十年的生产力革命,而 中国优质资产正站在新一轮价值重估的起点。 中经记者 李媛 北京报道 投资聚焦定价与认知 基于多年的投资实战经验,姚尚坤分享了其核心投资哲学:一是定价,即对任何投资都必须有清晰的潜 在回报率测算,避免盲目跟风;二是认知,坚持投资于自身能力圈范围内能够深入理解的领域。 针对普通个人投资者,他给出了务实建议:"站在二三十年的长期维度,国内权益市场投资是不可忽视 的重要方向。对于不擅长个股选择的散户投资者而言,采取定期定额投资方式配置宽基指数基金,是一 个较为理想的选择,其长期回报潜力有望显著超越传统的养老储蓄型产品。" AI产业长周期革命启幕 面对市场对"AI泡沫"的讨论,姚尚坤表达了鲜明的长期乐观态度。他将当前AI的发展阶段类比于上世纪 80年代个人电脑普及的初期,认为自2022年年底ChatGPT问世以来,AI技术对人类社会与全球生产力 ...
坐拥百亿利润的泸州老窖,为何在青岛连设5支基金?
Sou Hu Cai Jing· 2025-12-30 04:00
年末将至,春晚的话题热度渐起。从节目植入到公益广告,从主持人口播到零点报时,白酒品牌依然是春晚中最有存在感的老朋友。 但白酒可不只是活跃在春晚。近几年,白酒企业纷纷开始开发非酒类产品,甚至主动设立基金,加强对外投资。 其中,"浓香型LP"泸州老窖集团有限责任公司(以下简称"泸州老窖")今年以来在青岛成立了多家股权投资合伙企业。茅台集团、五粮液集团等酒企纷纷 化身"投资狂人",活跃在各个热门产业领域。 这场声势浩大的跨界布局,究竟有何考量? 聚焦青岛,这里更是成为泸州老窖投资布局的重要区域。 青岛,白酒投资的新"热土" 在众多跨界投资的白酒企业中,泸州老窖堪称"先锋"。 作为浓香型白酒的典型代表,泸州老窖在投资领域布局颇早,是最早涉足LP(有限合伙人)的白酒企业之一。2017年,泸州老窖便先后设立了两支基 金,即四川金舵投资有限责任公司(以下简称"金舵投资")和泸州璞信股权投资基金合伙企业(有限合伙)(以下简称"璞信投资")。 图片来源:泸州老窖 以璞信投资为例,其投资版图广泛且聚焦科技领域。据不完全统计,璞信投资先后对盈科资本、分享投资、鼎兴量子、高信资本等知名投资领域进行了投 资。 其中,高信资本成立于20 ...
国际观察丨三大结构性问题困扰法国经济
Xin Hua Wang· 2025-12-30 03:57
Group 1 - The core issue facing the French economy is the rising sensitivity to prices among consumers, leading to cautious spending behavior during the holiday season, reflecting deeper structural problems [1] - France's public debt is projected to reach 117.4% of GDP by the end of Q3 2025, with a fiscal deficit forecasted at 5.5% of GDP, significantly above the EU's 3% limit, indicating severe fiscal pressure [2] - The French manufacturing sector is struggling, with the share of manufacturing in GDP currently at about 9%, far below the EU average of 15%, and a concerning trend of more factory closures than openings [3] Group 2 - Rising living costs are suppressing consumer spending, with inflation rates around 1% since February, but the actual cost of living is perceived to be much higher, particularly in housing and food [4] - Analysts note that while overall inflation is decreasing due to falling energy prices, food and housing costs continue to rise, and wage growth is lagging behind inflation, posing a significant challenge for consumer purchasing power [5]
大众公用股价跌1.16%,景顺长城基金旗下1只基金重仓,持有28.06万股浮亏损失2.24万元
Xin Lang Cai Jing· 2025-12-30 01:55
从基金十大重仓股角度 12月30日,大众公用跌1.16%,截至发稿,报6.82元/股,成交4382.43万元,换手率0.26%,总市值 201.36亿元。 资料显示,上海大众公用事业(集团)股份有限公司位于上海市徐汇区龙腾大道2121号众腾大厦1号楼10 楼,成立日期1992年1月1日,上市日期1993年3月4日,公司主营业务涉及公用事业、金融创投业务。主 营业务收入构成为:燃气销售89.67%,污水处理业4.17%,施工业1.80%,运输业1.75%,商业1.38%, 其他(补充)0.90%,市政隧道运营0.29%,金融业0.05%。 数据显示,景顺长城基金旗下1只基金重仓大众公用。景顺长城国证石油天然气ETF(159588)三季度 持有股数28.06万股,占基金净值比例为2.15%,位居第十大重仓股。根据测算,今日浮亏损失约2.24万 元。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 责任编辑:小浪快报 景顺长城国证石油天然气ETF(159588)基金经理为金璜。 ...