央视网消息：日前召开的中央政治局会议专门提到"稳市场"，强调"持续稳定和活跃资本市场"。4月份以来，我国A股市场经历了仅仅一天 的大幅波动后就持续反弹、回稳向好，上证指数一度"八连涨"，展现出较为强劲的韧性和抗风险能力。市场表现的背后，离不开一揽子稳市 场"组合拳"持续发力。通过资本市场最新披露的财报，我们也直观感受到"组合拳"的实际效果。首先，我们来看类"平准基金" 中央汇金的"成 绩单"。 随着上市公司和公募基金一季报在四月底披露完毕，"国家队"中央汇金的持仓情况也随之明确。 中央汇金主要通过中央汇金、中央汇金资管以及专项资管计划等方式投资A股，目前主要持有股票和指数基金。中央汇金持仓规模大，选 择的标的对资本市场具有重要影响。万得数据统计显示，截至一季度末，165家上市公司的十大流通股东中都有它们的身影，这部分的持股市 值达到4.28万亿元。此外，它们持有包括沪深300、上证50、创业板等多只追踪A股不同市场风格的指数基金。截至一季度末，它们持有的指数 基金市值总计超过1万亿元。 万得数据统计显示，截至一季度末，保险资金出现在738家A股上市公司的前十大流通股东名单中，相比去年末新增13家。按照可比口径 ...

Group 1 - Bill Gates challenges traditional wealth inheritance logic by stating that leaving $10 billion to his children deprives them of life's meaning, opting for only 1% inheritance for his children [1][3] - Gates supports a radical donation approach, planning to give away 62% of his wealth and aims to "zero out" his $100 billion assets within his lifetime, believing that large inheritances hinder personal growth [3][4] - In contrast, Warren Buffett maintains a traditional cautious approach, committing to donate 99% of his wealth primarily through established charitable foundations, ensuring long-term sustainability of his philanthropic efforts [4][5] Group 2 - The differing donation models reflect a generational divide, with tech billionaires viewing wealth as a tool for immediate change, while traditional industry tycoons prioritize stability and long-term wealth preservation [5][6] - The emergence of a "Charity 3.0" era highlights the shift towards data-driven and precise philanthropic efforts, raising questions about balancing immediate impact with long-term benefits [6] - Gates emphasizes that the best legacy is not monetary wealth but the ability to effect change in the world, indicating a transformative approach to wealth distribution among tech entrepreneurs [6]

以下文章来源于金十财经 ，作者金十小金 金十财经 . 每日8点，为您呈上金融投资行业的国际动态、财经数据和市场观察。 特朗普8日在白宫宣布，美国与英国达成一项新的贸易协议，部分撤回特定领域的关税，进一 步扩大双方产品的市场准入。 根据白宫发布的文件， 每年从英国出口到美国的前10万辆汽车将按照10%的额外关税税率征 税，超过部分则按25%的额外关税税率征税。 英国将削减或者取消非关税壁垒，对美国牛 肉、乙醇、谷物等产品及一些工业产品扩大市场准入。 英国政府当天在官网发表声明说， 英国出口至美国的钢铝产品的关税将被取消。 英国进口到 美国的汽车关税将由现在的27.5%下调至10%。此外，在一定配额内，英国的农产品出口美 国也将实行零关税。英国将把自美国进口的乙醇的关税降至零。 来源 | 金十财经 在特朗普宣布与英国达成贸易协议后，人们预期贸易紧张局势将得到缓解，这推动了比特币自今 年2月以来首次突破10万美元关口，周五凌晨一度涨超7%，向上触及104000美元/枚；以太坊日 内暴涨逾20%，突破2180美元/枚。 美元涨势扩大，削弱了因担心全球贸易战而产生的避险需求，黄金因此下滑。 现货黄金 隔夜 一度跌破33 ...

Group 1 - The People's Bank of China and the China Securities Regulatory Commission jointly announced measures to support the issuance of technology innovation bonds, aiming to broaden financing channels for technology innovation enterprises and guide funds towards early, small, long-term, and hard technology investments [1] - The China Foreign Exchange Trade System announced the launch of technology innovation bonds in the interbank market, enhancing financial support for technology innovation [1] - Two Shenzhen companies, Luxshare Precision Industry Co., Ltd. and Shenzhen Investment Holdings Co., Ltd., are among the first to issue technology innovation bonds, each planning to raise 1 billion yuan for various purposes including optimizing debt structure and investing in early-stage technology enterprises [1] Group 2 - Shenzhen has proactively responded to central government calls by organizing discussions among over 20 technology companies and financial institutions to support the construction of a multi-level bond market [2] - The city has set a "four ones" goal to establish a working group, create a working mechanism, reserve quality projects, and gather capable intermediaries to encourage the issuance of the first batch of "technology board" bonds [2] - The local financial management bureau stated that Shenzhen will continue to improve the technology finance ecosystem to attract more participants in bond issuance, contributing to the national innovation-driven development strategy [2]

其中，突破关键核心技术的科技型企业可以参照适用知名成熟发行人优化审核安排，提升科创债审核注 册效率，对不存在需重点关注的负面情形的，交易所审核时限原则上不超过10个工作日。另外，鼓励发 行人对发行方式、期限结构、利率确定和计算方式等方面进行创新。支持发行人设置预期收益质押担 保、知识产权质押担保、可转换为股权、票面利率与科创企业成长或募投项目收益挂钩、以募投项目收 益现金流为主要偿债来源等创新条款。 自2021年全市场率先推出科创债以来，上交所持续推动科创债提质扩面，累计支持近300家产业企业发 行科创债，发行规模过万亿元。截至目前，深市科技创新固收产品发行规模超2200亿元，有效激发创新 发展的活力与动力。 据悉，目前多家证券公司和相关企业积极响应，正在筹备科创债的申报和发行。与此同时，证券公司科 创债的相关配套支持措施也在研究中，近期将渐次落地。 为加快多层次债券市场发展，积极支持发行科技创新债券，服务新质生产力，更好发挥债券市场功能， 沪深北交易所昨日分别发布《关于进一步支持发行科技创新债券服务新质生产力的通知》，自发布之日 起施行。《通知》优化了相关规则，包括进一步拓宽发行主体和募集资金使用范围，简化 ...

马吉德表示，阿布扎比投资局看好中国经济前景，期待在多元领域展开合作交流。(新华社) 中共中央政治局委员、国务院副总理何立峰7日在人民大会堂会见阿联酋阿布扎比投资局管理委员会主 席马吉德。 何立峰表示，今年以来中国经济开局良好，高质量发展扎实推进，社会信心和预期持续提振。中国正进 一步全面深化改革，着力推进金融等各领域高水平开放，欢迎阿布扎比投资局在内的外资金融机构和长 期投资者来华展业兴业，分享发展机遇。 ...

①巴菲特：美股波动不值一提，希望持有日本五大商社至少50年；②OPEC+增产引发油价大跌，市场 担忧供应过剩；③苹果预计本季度将因关税损失约9亿美元，明秋或出折叠屏iPhone。 ③苹果预计本季度将因关税损失约9亿美元 明秋或出折叠屏iPhone 苹果公司5月2日早晨盘后公布的财报显示，一季度总净营收为953.59亿美元，净利润为247.80亿美元， 均同比增长5%；但大中华区营收为160.02亿美元，同比下降2%。尽管营收和利润均超出华尔街预期， 但服务业务收入未能达到分析师预期，且公司CEO库克表示，公司预计本季度将因美国关税政策损失约 9亿美元。此外有消息称，苹果计划在今年晚些时候推出一款5.5毫米超薄的新款iPhone；首款折叠屏 iPhone将于明年秋季亮相，采用书本式折叠设计，展开后达8英寸；iPhone 18标准版推迟至2027年春 季，Pro系列将搭载屏下Face ID。 ①巴菲特：美股波动不值一提 希望持有日本五大商社至少50年 在5月3日晚间的伯克希尔哈撒韦股东大会上，巴菲特表示，美股近期巨震与历史上的大崩盘相比，根本 不算什么。假设伯克希尔的股价暴跌30%，会是非常好的机会。他表示不在意 ...

Core Viewpoint - The company reported a decline in both revenue and net profit for 2024, indicating challenges in the energy and financial investment sectors, particularly due to falling electricity prices and limited profitability in traditional energy sources [1][4]. Energy Power Business: Steady Progress but Growth Constraints - In 2024, the company maintained a steady approach in its energy power business, addressing challenges such as declining thermal power output growth and falling electricity prices [4]. - The company achieved stable electricity sales through strategic adjustments, with key assets like Meixian Heshuyuan Power Plant and Lufeng Jiahuwan Power Plant playing crucial roles [4]. - The Lufeng Jiahuwan Power Plant Phase II expansion project saw an investment of 200 million yuan, with successful phased loan disbursements, yet overall revenue declined by 23.08% and net profit by 20.60% [4]. - The company faces the challenge of enhancing the competitiveness of its thermal power business amid the growing trend of renewable energy generation [4]. Financial Investment Business: Cautious Management but High Revenue Volatility - The company adopted a cautious investment strategy in the financial sector, optimizing existing assets to improve operational efficiency [4]. - The company completed the transfer of equity in China General Nuclear Power Group's offshore wind power company and publicly listed stakes in other firms, enhancing asset liquidity [4]. - The newly established Meizhou Commercial Bank reported total assets of 41.79 billion yuan, a 30.38% increase, with operating income rising by 20.20% and net profit after provisions increasing by 7.71% [4]. - Despite some growth in financial investments, revenue volatility remains high, closely tied to market conditions [5]. Compliance Management: Multiple Measures but Governance System Needs Improvement - The company implemented various measures for compliance management, focusing on party leadership, system improvement, internal audits, and compliance training [6]. - The governance structure was enhanced with the completion of board elections, integrating party leadership with corporate governance [6]. - The company improved its internal control and audit processes, yet the governance system requires further refinement to adapt to rapidly changing market conditions [6]. Overall Assessment - The company navigated a complex market environment in 2024, achieving sustainable development through stable operations and diversified investment strategies [6]. - However, growth momentum in both energy power and financial investment sectors remains insufficient, and the governance system requires ongoing enhancement [6].

Core Viewpoint - Gold is viewed as a safe-haven asset in financial markets, attracting many investors, but effective risk management strategies are essential to ensure investment safety [1] Group 1: Understanding Gold Trading - Investors need to fully understand market conditions, including gold price fluctuations, global economic status, and political events, to formulate reasonable investment strategies [3] - It is crucial to control leverage ratios to avoid excessive trading that could lead to financial losses, with platforms like Doo Prime offering leverage up to 500 times [4] Group 2: Investment Strategies - Diversification is key; investors should allocate funds across different investment types, such as physical gold and gold ETFs, to mitigate risks associated with single investments [5] - Regularly reviewing and adjusting trading strategies based on market dynamics is necessary for effective trading [6] Group 3: Risk Management - Establishing reasonable stop-loss and take-profit strategies is vital for managing risks during trading [7] - Continuous market research and education are essential for investors to understand market dynamics better and make informed decisions [8][9] Group 4: Trading Skills and Mindset - Investors should follow market trends during strong market movements rather than frequently adjusting strategies [10] - Mastery of trading skills and experience is important for effectively capturing market trends and opportunities [10] - Maintaining a calm mindset is crucial to avoid emotional trading and impulsive decisions [11] Group 5: Trading Frequency - Managing trading frequency is important, as gold trading occurs 24 hours a day; excessive trading can lead to technical analysis errors [12]

Group 1 - The core viewpoint of the news is that Lixun Microelectronics (688601.SH) reported its Q1 2025 financial results, highlighting significant institutional investor holdings [1] - As of April 30, 2025, a total of 10 institutional investors disclosed holdings in Lixun Microelectronics, with a combined shareholding of 70.39 million shares, accounting for 52.65% of the total share capital [1] - The top ten institutional investors include Wuxi Yijing Investment Co., Ltd., Wuxi High-tech Venture Capital Co., Ltd., and several insurance and investment funds, collectively holding 52.65% of the shares [1] Group 2 - Compared to the previous quarter, the combined shareholding percentage of the top ten institutional investors decreased by 0.55 percentage points [1] - In the public fund sector, one fund, Xinao Credit Bond A, increased its holdings, while two funds, Xinao Advanced Manufacturing Equity and Xinao Leading Growth Mixed A, reduced their holdings by 0.14% [2] - A total of 47 public funds did not disclose their holdings this quarter, including notable funds such as Haitong Reform-Driven Mixed and Bosera Sci-Tech Innovation Board Three-Year Open Mixed [2]