卓创资讯（SZ 301299，收盘价：66.3元）8月21日晚间发布半年度业绩报告称，2025年上半年营业收入 约1.71亿元，同比增加15.75%；归属于上市公司股东的净利润约3514万元，同比减少10.72%；基本每股 收益0.59元，同比减少10.61%。 （文章来源：每日经济新闻） ...

智通财经APP讯，卓创资讯(301299.SZ)公告，公司拟境外发行股份(H股)并申请在中国香港联交所主板 挂牌上市。为推进上述事项，董事会同意授权公司管理层启动本次发行H股并上市的前期筹备工作。公 司计划与相关中介机构就本次发行H股并上市的具体推进工作进行商讨，关于本次发行H股并上市的细 节尚未确定。 ...

Core Viewpoint - Investors should focus on "quality dividends" rather than merely seeking "high dividends," emphasizing a bottom-up stock selection strategy that considers operational resilience, capital allocation discipline, and sustainability of shareholder return policies [1] Group 1: Investment Strategy - Fidelity International emphasizes the importance of identifying high-quality companies in sectors such as information services, finance, utilities, consumer staples, and insurance, which exhibit strong cash flow and stable dividend records [1] - The use of active management strategies, such as covered call options, can enhance portfolio cash flow without significantly sacrificing capital appreciation potential [1] Group 2: Market Outlook - The global stock market is expected to experience volatility through 2025, influenced by geopolitical and trade policy challenges, prompting investors to adjust their confidence and asset allocation [1] - Despite market turbulence, recent data indicates significant capital inflows into global stock markets, although there are signs of slowing capital rotation in North American markets, suggesting a shift towards diversified market allocations [1] Group 3: Geographic Diversification - Diversification across regions, including the U.S., Europe, and Asia, is crucial for enhancing portfolio resilience against market fluctuations and policy changes [2] - U.S. companies face pressure from tariffs and policy disruptions, leading Fidelity to focus less on U.S. stocks and more on service industries that are less directly impacted [2] - European companies with a global revenue base and strong dividend policies present good opportunities for risk diversification and return generation, despite a conservative economic outlook [2] Group 4: Quality and Dividend Growth - High-quality index investments demonstrate higher efficiency and lower volatility, with approximately 40% of total global stock market returns derived from dividends [3] - Dividend growth potential reflects operational quality, allowing investors to participate in capital market growth in a more stable manner [3] - Continuous dividend growth is a key factor, as it not only provides cash flow but also constitutes a significant part of long-term returns [2][3]