Core Viewpoint - The A-share market is experiencing a recovery, with optimistic expectations from brokerages regarding the market outlook due to policy benefits, influx of new capital, and industrial upgrades [1] Market Performance - Major stock indices showed slight gains, with the A50 index up by 0.68% as of 9:50 AM [1] - Notable performers included Industrial Fulian (up 5.45%), BYD (up 1.15%), and China Merchants Bank (up 1.02%) [1] Fund Flow and Investment Sentiment - Private fund product registrations have reached a new high, and the margin trading balance has returned to 2 trillion yuan for the first time in ten years [1] - Brokerages are optimistic about the market's medium to long-term upward trend, supported by the release of policy dividends and the entry of incremental capital [1] Liquidity and External Factors - Zhongyuan Securities noted that domestic liquidity remains loose, with leveraged funds, private equity, and industry ETFs continuing to enter the market [1] - Expectations of a Federal Reserve rate cut in September and a weaker dollar are seen as favorable for foreign capital inflow into A-shares [1] Earnings Season and Market Focus - August marks the peak of semi-annual report disclosures, with caution advised regarding high-valuation stocks facing performance verification pressure [1] - The market is expected to focus on two main lines: technology growth and cyclical manufacturing [1] Short-term Outlook - The short-term outlook for the A-share market is anticipated to be characterized by steady upward fluctuations, with close attention needed on policy, capital flow, and external market changes [1]

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 风险提示及免责条款 泡泡玛特盘中涨超3％，创历史新高。A股苹果概念股走高，工业富联涨超6%，立讯精密、蓝思科技、 歌尔股份跟涨。隔夜苹果美股大涨5%。 ...

Market Performance - The Shanghai Composite Index rose by 0.1%, the Shenzhen Component Index also increased by 0.1%, and the ChiNext Index saw a slight rise of 0.02% [1][4] - The Hang Seng Index opened up by 0.29%, with the Hang Seng Tech Index increasing by 0.27% [5][6] Gold and Commodities - Spot gold reached $3,380 per ounce, marking a daily increase of 0.33% [1] Apple-related Stocks - Apple-related stocks showed strong performance, with Chaoyang Technology hitting the daily limit, Industrial Fulian rising over 7%, and other companies like Luxshare Precision, Lens Technology, and GoerTek also performing well [2][4] A-share Market Highlights - The PEEK materials concept gained strength again, with companies in the China Shipbuilding sector and reducer concepts remaining active [4] - Notable gainers included Zhuozhao Point Glue (+15.95%), Qiangrui Technology (+10.12%), and Chaoyang Technology (+10.01%) [3] Central Bank Operations - The central bank conducted a 7-day reverse repurchase operation of 160.7 billion yuan at an interest rate of 1.40%, with a net withdrawal of 122.5 billion yuan for the day [6] Currency Exchange - The central parity rate of the RMB against the USD was adjusted up by 64 basis points to 7.1345 [7]

Core Viewpoint - The article highlights the misleading practices of Jiufang Zhituo, a third-party investment advisory firm, which has been accused of exaggerating its stock recommendation success while failing to disclose significant losses to investors [1][11]. Group 1: Company Practices - Jiufang Zhituo's marketing strategy relies on showcasing a few successful stock picks while ignoring the overall poor performance of their recommendations, leading to a lack of trust among investors [1][11]. - A recent analysis revealed that out of 108 stock recommendations made by Jiufang Zhituo, 51.85% resulted in losses, with a win rate of only 38.89% [8][11]. - The firm has been criticized for its selective presentation of information, which may constitute misleading marketing practices and could lead to legal repercussions [11]. Group 2: Investor Experiences - Many investors reported significant losses after purchasing high-priced advisory services from Jiufang Zhituo, with some claiming losses amounting to tens of thousands of yuan [6][7]. - A specific case highlighted an investor who lost over 10,000 yuan on a single stock recommendation, illustrating the firm's failure to provide adequate guidance during downturns [6][9]. - Complaints from investors indicate a pattern of being lured into higher-tier services with promises of better performance, which often do not materialize [6][7]. Group 3: Market Impact - The actions of Jiufang Zhituo and similar firms contribute to a growing trust crisis in the third-party investment advisory industry, potentially harming its long-term development [1][11]. - The firm’s practices of promoting certain stocks while downplaying risks may lead to increased scrutiny from regulators, as they may violate standards of fair disclosure [11].

Core Viewpoint - The article highlights the contrasting images of Jiufang Zhituo, a third-party investment advisory firm, where marketing claims of high success rates in stock recommendations are not substantiated by actual performance, leading to significant investor losses and a potential trust crisis in the industry [1][2][9]. Group 1: Company Performance and Investor Experience - Jiufang Zhituo's stock recommendation service has shown a high floating loss rate of 51.85%, with 56 out of 108 recommended stocks resulting in losses, indicating a success rate of only 38.89% [6][7]. - Many investors, after purchasing high-tier membership services, reported substantial losses, with some claiming losses amounting to tens of thousands of yuan despite the high fees paid for advisory services [6][8]. - The company has been criticized for selectively presenting successful cases while ignoring overall performance volatility, which misleads clients and damages trust in the advisory industry [9]. Group 2: Marketing and Advisory Practices - Jiufang Zhituo's advisors have been observed promoting stocks based on speculative claims about their connection to major companies like Huawei, without providing concrete evidence or consistent recommendations [2][4]. - The marketing strategy involves creating a funnel where potential clients are gradually engaged through free stock recommendations and promotional content, ultimately leading to upselling of premium services [5][6]. - The firm has been accused of using misleading marketing tactics, such as exaggerating past performance and downplaying risks, which could lead to regulatory scrutiny and potential legal consequences [9].

截至2025年8月6日15时，立讯精密股价报36.21元，较前一交易日下跌0.26元，跌幅0.71%。当日成交量 为63.99万手，成交金额达23.11亿元。 立讯精密主要从事连接器、连接线、马达、无线充电等产品的研发、生产和销售，产品广泛应用于消费 电子、汽车、医疗等领域。公司总部位于广东东莞，是深圳证券交易所上市公司。 从资金流向来看，8月6日立讯精密主力资金净流出1008.29万元，近五个交易日累计净流出4.5亿元。 风险提示：股市有风险，投资需谨慎。 根据公开信息显示，立讯精密旗下立讯精密工业（滁州）有限公司已完成对信光能源科技（安徽）有限 公司100%股权的收购。该交易完成后，信光能源科技（安徽）有限公司成为立讯精密全资子公司。 ...

Group 1 - As of August 6, 2025, the stock price of GoerTek is reported at 23.03 yuan, with a decrease of 0.04 yuan, representing a decline of 0.17% from the previous trading day [1] - The trading volume on that day was 557,783 hands, with a total transaction amount of 1.278 billion yuan [1] - GoerTek's main business includes the research, development, manufacturing, and sales of precision components in acoustics, optics, microelectronics, and smart hardware [1] Group 2 - GoerTek's products are widely used in smart phones, smart wearable devices, and virtual/augmented reality applications [1] - On the evening of August 6, GoerTek announced that the total guarantee amount for the company and its subsidiaries is 744,616.98 million yuan, all of which are guarantees for subsidiaries within the consolidated financial statements [1] - The current guarantee balance is 78,839.36 million yuan, accounting for 0.95% of the company's audited total assets as of the end of 2024, and 2.38% of its net assets [1] - The company stated that there are no overdue external guarantee situations [1]

证券代码：301251 证券简称：威尔高 公告编号：2025-026 江西威尔高电子股份有限公司 监事会关于公司 2025 年限制性股票激励计划 本公司及监事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 江西威尔高电子股份有限公司（以下简称"公司"）于 2025 年 7 月 24 日 召开了第二届董事会第七次会议、第二届监事会第七次会议，审议通过了《关于 <江西威尔高电子股份有限公司 ensp="ensp" 年限制性股票激励计划="年限制性股票激励计划" 草案="草 案"> 及其摘要 的议案》等相关议案。根据《上市公司股权激励管理办法》（以下简称"《管理 办法》"）、 《深圳证券交易所创业板股票上市规则》 （以下简称"《上市规则》"）、 《深圳证券交易所创业板上市公司自律监管指南第 1 号——业务办理》（以下简 称"《自律监管指南》"）及《江西威尔高电子股份有限公司章程》（以下简称 "《公司章程》"）的相关规定，公司对首次授予激励对象的名单在公司内部进 行了公示，公司监事会结合公示情况对首次授予激励对象进行了核查，相关公示 情况及核查方式如下： 一、公司对激励对象的公示 ...

美国总统唐纳德·特朗普将宣布苹果公司(AAPL.US)承诺追加1000亿美元用于美国本土制造业。这是这 家科技巨头为增加美国本土产品产能、规避旗舰产品iPhone面临的惩罚性关税而做出的最新承诺。一位 不愿具名的白宫官员透露，周三在白宫举行的宣布仪式将包含一项新的制造业计划，旨在将更多苹果供 应链转移至美国，重点是扩大关键零部件的本土生产。 "特朗普总统的'美国优先'经济议程已促成数万亿美元投资，这些投资将支持美国就业、提振美国企 业，"白宫发言人泰勒·罗杰斯在声明中表示，"今日与苹果的宣布是制造业的又一胜利，此举将助力关 键零部件生产回流，保障美国经济与国家安全。" 今年早些时候，特朗普在白宫会见苹果首席执行官蒂姆·库克后的第二天警告称，若苹果不将iPhone制 造转移至美国，将对其征收至少25%的关税。库克一直致力于为iPhone产品线争取关税豁免。目前， iPhone主要在中国大陆和印度生产。 苹果此前已宣布计划未来四年在美国投资5000亿美元，包括在休斯顿建设新的服务器制造工厂、在密歇 根州设立供应商学院，以及增加对美国现有供应商的投入。白宫表示，周三的宣布将使苹果的累计投资 承诺达到6000亿美元。 ...

格隆汇8月6日丨光弘科技(300735.SZ)在互动平台表示，公司是全球最大的智能手机制造服务提供商之 一，我们生产的智能手机等终端产品视其销售地区相关政策，部分支持eSIM功能。 ...