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固收加基金是如何配债的:底仓、节奏和影响
债券研究 /[Table_Date] 2026.03.25 固收加基金是如何配债的:底仓、节奏和影响 [Table_Authors] 唐元懋(分析师) 证 券 研 究 报 告 请务必阅读正文之后的免责条款部分 债 券 本报告导读: 固信用强势、国开偏弱、股债同向背后的边际新力量。 投资要点: | | 0755-23976753 | | --- | --- | | | tangyuanmao@gtht.com | | 登记编号 | S0880524040002 | | | 孙飞帆(研究助理) | | | 021-23185647 | | | sunfeifan@gtht.com | | 登记编号 | S0880125042242 | [Table_Report] 相关报告 从"双审批"到发行放量:银行二永债供给节奏 的梳理与展望 2026.03.24 固收加时代,股市震荡的风会吹进债市"避风 港"吗 2026.03.22 美债熊平后或重回熊陡 2026.03.18 机构行为因子在债市量化择时中的"体检"、筛选 与引入 2026.03.09 战争与债券利率:历史经验能告诉我们什么 2026.03.02 目录 研 ...
ROSEN, TOP RANKED GLOBAL COUNSEL, Encourages PomDoctor Ltd. Investors With Losses in Excess of $100k to Secure Counsel Before Important Deadline in Securities Class Action - POM
TMX Newsfile· 2026-03-25 02:53
New York, New York--(Newsfile Corp. - March 24, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of PomDoctor Ltd. (NASDAQ: POM) between October 9, 2025 and December 11, 2025, inclusive (the "Class Period"), of the important April 7, 2026 lead plaintiff deadline.SO WHAT: If you purchased PomDoctor securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.WHAT ...
精彩花絮|国泰海通“远望又新峰”2026春季策略会
重要提醒 本订阅号所载内容仅面向国泰海通证券研究服务签约客户。因本资料暂时无法设置访问限制,根据《证 券期货投资者适当性管理办法》的要求,若您并非国泰海通证券研究服务签约客户,为保证服务质量、 控制投资风险,还请取消关注,请勿订阅、接收或使用本订阅号中的任何信息。我们对由此给您造成的 不便表示诚挚歉意,非常感谢您的理解与配合!如有任何疑问,敬请按照文末联系方式与我们联系。 法律声明 Nogether s 海通 - 元 2 新 2 新 国泰海通2026春季第 国泰海通 | Jogether TUTE f 及 2017 - 1994 更多国泰海通研究和服务 亦可联系对口销售获取 国泰海通证券研究所官方公众号 海量研报 | 热门活动 | 视听内容 扫码关注 星标不迷路 ...
Garden Stage Ltd Regains Compliance with Nasdaq Minimum Bid Price Requirement
Globenewswire· 2026-03-23 20:30
HONG KONG, March 23, 2026 (GLOBE NEWSWIRE) -- Garden Stage Limited. (NASDAQ: GSIW) (“Garden Stage” or the “Company”) today announced that it received a notification letter (the “Notice”) from the Listing Qualifications Department of The Nasdaq Stock Market LLC (“Nasdaq”) on March 20, 2026 notifying the Company that it has regained compliance with the Nasdaq Capital Market’s minimum bid price requirement and that the matter is now closed. On September 5, 2025, the Company was first notified by Nasdaq of its ...
海外宏观周报-20260323
Ping An Securities· 2026-03-23 06:56
海外宏观 2026 年 3 月 23 日 宏 观 报 告 海外宏观周报 全球央行转鹰 证券分析师 平安观点: 大类资产变化 截至 3 月 20 日当周:美伊冲突持续,全球央行集体转鹰,原油上行,美元 有所回落。1)股票:亚洲部分市场有所修复,韩国、以色列、新加坡、东 盟、马来西亚、中国创业板和中国台湾股指上涨;其余主要股市继续收跌。 2) 债 市:美债收益率持续回升,受美联储鹰派和能源再通胀逻辑推动。 3) 商品:当周原油价格持续上行,布伦特、WTI 和中东本土原油价差扩 大;黄金白银价格大幅下跌。4)汇率:美元指数因全球其他央行加息预期 而回落。大部分非美货币表现修复,但较 2 月 27 日冲突发生前仍下跌。 风险提示:美伊冲突超预期升级,美国通胀上行超预期,全球经济下行风险超预 期,全球金融市场波动超预期等。 宏 观 周 报 证 券 研 究 报 告 张璐 投资咨询资格编号 S1060522100001 ZHANGLU150@pingan.com.cn 杨见一 投资咨询资格编号 S1060526020001 YANGJIANYI730@pingan.com.cn 海外经济政策 1) 美伊冲突持续升级:以色列 ...
线上交流|国泰海通“远望又新峰”2026春季策略会
国泰海通 | Jogether 下 本订阅号所载内容仅面向国泰海通证券研究服务签约客户。因本资料暂时无法设置访问限制,根据《证 券期货投资者适当性管理办法》的要求,若您并非国泰海通证券研究服务签约客户,为保证服务质量、 控制投资风险,还请取消关注,请勿订阅、接收或使用本订阅号中的任何信息。我们对由此给您造成的 不便表示诚挚歉意,非常感谢您的理解与配合!如有任何疑问,敬请按照文末联系方式与我们联系。 交流 | 论坛一览 | 点击链接 | | --- | --- | | 亮点前瞻 | 点击链接 | | 嘉宾简介 | 点击链接 | | 会议合集 | 点击链接 | 扫码报名 国泰海通2026春季策略会 更多国泰海通研究和服务 亦可联系对口销售获取 扫描二维码直达 重要提醒 法律声明 本公众订阅号(微信号 GTHT RESEARCH )为国泰海通证券股份有限公司(以下简称"国泰海通证券") 研 ...
Concorde International Group Ltd. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - CIGL
Prnewswire· 2026-03-23 05:00
Core Viewpoint - A class action lawsuit has been filed against Concorde International Group Ltd. for securities law violations, specifically for making false and misleading statements that inflated its share price during a fraudulent stock promotion scheme [1][2]. Group 1: Lawsuit Details - The class period for the lawsuit is from April 21, 2025, to July 14, 2025, with a deadline for participation set for May 18, 2026 [2]. - The complaint alleges that insiders of Concorde sold shares while the company's stock price was artificially inflated due to misleading public statements [2]. Group 2: Investor Participation - Shareholders who purchased shares during the class period are encouraged to contact the DJS Law Group for potential lead plaintiff appointments, although being appointed as lead plaintiff is not necessary to recover losses [2][3]. Group 3: Law Firm Background - DJS Law Group specializes in securities class actions and corporate governance litigation, focusing on enhancing investor returns through advocacy [4].
X @Forbes
Forbes· 2026-03-22 18:30
In 1980, Eric Sprott used his savings to buy a seat on the Toronto Stock Exchange and started his own securities firm, Sprott Securities.He sold his entire interest in Sprott Securities, to the firm's employees in 2001.Today he manages his family office, holding stakes in 120-plus silver and gold companies.See where he lands on the 2026 #ForbesBillionaires list:https://t.co/JYn52gRk2z (Photo: Sprott) ...
国泰海通|金工:量化择时和拥挤度预警周报(20260320)——A股短期内依旧以震荡为主
报告导读: 从技术面来看,情绪模型再次反转,趋势模型发出负向信号;均线强弱指数相 较于上周有所下行,但下行趋势偏缓,未至绝对底部;高频资金流模型依旧发出负向信 号。结合以上几点,我们认为,目前 A 股短期内依旧以震荡为主。 下周( 20260323-20260327 ,后文同)市场观点: A 股短期内依旧以震荡为主。 从量化指标上看,基于沪深 300 指数的流动性冲击指标周五为 0.49 ,高于前一周( 0.41 ),意味着当前市场的流动性高于过去一年平均水平 0.49 倍标准差。上证 50ETF 期权成交量的 PUT-CALL 比率震荡下降,周五为 0.67 ,低于前一周( 0.94 ),投资者对上证 50ETF 短期走势乐观程度上升。上证综指和 Wind 全 A 五日平均换手率分别为 1.39% 和 1.94% ,处于 2005 年以来的 78.35% 和 81.64% 分位点,交易活跃度有所下降。从宏观因子上看,上周人民币汇率震荡,在岸和离岸汇率周涨幅分别为 0.31% 、 0.02% 。技术分析上, 1. 从 SAR 指标来看, Wind 全 A 指数于 3 月 3 日向下突破翻转指标。 2. 根据我 ...
Concorde International Group Ltd. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights – CIGL
Businesswire· 2026-03-22 11:30
Core Viewpoint - Concorde International Group Ltd. is facing a lawsuit for alleged violations of securities laws, indicating potential legal and financial challenges for the company [1] Group 1 - The lawsuit has been filed by the DJS Law Group, suggesting that there may be significant legal implications for Concorde International Group Ltd. [1] - The nature of the securities law violations has not been detailed in the provided information, but such allegations typically involve issues related to financial disclosures or investor communications [1]