记者梳理年报发现，翁峻青于2015年7月23日开始担任云赛智联总经理，至今已有十年。公告显示，该公司董事会 对翁峻青任职期间的贡献"表示诚挚敬意和衷心感谢"，但未透露继任者相关信息及时间表。云赛智联表示，公司将 按照法定程序，尽快完成后续选聘等工作。 | 姓名 | 离任职务 | 离任时间 | 原定任期 | 离任原因 | 是否继续在 | 是否存在 | | --- | --- | --- | --- | --- | --- | --- | | | | | | | 上市公司及 | 未履行完 | | | | | 到期日 | | 其控股子公 | 毕的公开 | | | | | | | 司任职 | 承诺 | | 翁峻青 | 董事、总经理、 | 2025 年 7 | 2026 年 5 | 个人健康 | 否 | 否 | | | 董事会战略委员 | 月 20 日 | 月 18 日 | 原因 | | | | | 会委员、董事会 | | | | | | | | 薪酬与考核委员 | | | | | | | | 会委员 | | | | | | 【导读】51岁云赛智联总经理翁峻青，因健康问题提前离任 7月21日晚间，"老八股"之一的云赛智 ...

Group 1 - The core viewpoint of the news highlights the growth and potential of the domestic computing power industry, particularly in the context of the digital economy and AI transformation [2][3] - The China Securities Cloud Computing and Big Data Theme Index (930851) has shown a positive performance, with a 0.57% increase as of July 4, 2025, and notable gains in constituent stocks such as Data Harbor (603881) up 10.02% and Aofei Data (300738) up 6.93% [1] - The establishment of the New Intelligent Computing and Large Model Research Institute in Beijing signifies a collaborative effort among government and enterprises to drive innovation in the digital economy [1] Group 2 - Dongwu Securities reports that domestic accelerator chip architectures and heterogeneous inference solutions have achieved technological breakthroughs, indicating a competitive edge over international counterparts [2] - The daily token consumption for ByteDance's "Doubao" large model reached 16.4 trillion by the end of May, marking a 137-fold increase year-on-year, suggesting significant growth potential in the domestic computing power demand [2] - The top ten weighted stocks in the China Securities Cloud Computing and Big Data Theme Index account for 51.84% of the index, indicating a concentrated investment in key players within the sector [3]

Group 1 - The report indicates that geopolitical risks have eased temporarily, leading to increased market risk appetite and overall positive performance in the equity market, with major indices rising [2][9][10] - The small-cap style outperformed large-cap, and growth style outperformed value style, with notable gains in sectors such as defense, TMT, and power equipment [2][9] - The Chinese fund index rose by 1.28% over the past two weeks, with stock and mixed funds showing the best average returns of 2.65% and 1.89% respectively, and over 80% of funds reporting positive returns [4][14] Group 2 - The report highlights that passive investment strategy funds outperformed active investment strategy funds in the recent performance analysis [15][30] - The report suggests a "barbell strategy" for fund allocation, emphasizing high dividend yield bank stocks and small-cap stocks, while also cautioning about potential risks of market corrections [30] - The report identifies key themes for July, including cloud computing, biomedicine, and new energy batteries, recommending a focus on these areas for investment [30] Group 3 - In the new fund market, there are currently 34 funds available for subscription, with a significant number being passive investment strategy funds, particularly in the stock category [28][29] - The report lists several top-performing funds in various categories, including the best-performing index-enhanced funds and ordinary stock funds over the past two weeks [18][20][22]

此外，华夏保守养老A也在FOF基金近三年业绩榜中收获了第八名的好成绩，为投资者提供了大类 资产配置的又一重要工具。 华夏基金被动投资同样亮眼。华夏中证云计算与大数据主题ETF在成长型基金近三年业绩榜中排名 第十一，华夏中证金融科技主题ETF和华夏中证动漫游戏ETF则分别位于科技基金第五和第十二位。华 夏恒生中国内地企业高股息率ETF则在"红利基金"近三年榜单中稳居前20，为投资者提供了高股息资产 的配置利器。 随着2025年上半年落幕，公募基金再次迎来了中长期业绩的盘点时刻。Wind最新发布的2025年上 半年公募基金近三年业绩榜显示，截至今年6月30日，华夏基金在普通股票型、偏股混合型、偏债混合 型、QDII、FOF等多个类别中均有产品取得了亮眼成绩，全谱系投资能力再获市场关注。 值得一提的是，为给投资者提供更优质的基金产品，华夏基金也在持续打造专业力与执行力并存的 投研团队。在"偏债型基金经理"近三年业绩排名中，张城源、毛颖两位实力干将力强势包揽冠亚军，其 卓越表现是公司强大投研体系与优秀人才梯队的生动注脚。 具体来看，过去三年权益市场经历了诸多挑战，华夏基金旗下依旧不乏业绩出色的产品。其中，华 夏北交所 ...

策 略 研 究 2025 年 06 月 28 日 牛市启动的尝试 ——申万宏源策略一周回顾展望(25/06/23-25/06/28) 一 周 回 顾 展 望 相关研究 证券分析师 傅静涛 A0230516110001 fujt@swsresearch.com 王胜 A0230511060001 wangsheng@swsresearch.com 研究支持 韦春泽 A0230524060005 weicz@swsresearch.com 联系人 程翔 (8621)23297818× chengxiang@swsresearch.com 本研究报告仅通过邮件提供给 中庚基金 使用。1 请务必仔细阅读正文之后的各项信息披露与声明 证 券 研 究 报 告 - ⚫ 一、短期市场向上突破的线索拆解：4-5 月关键窗口稳定资本市场预期，出清悲观持仓； 长期资金入市效果显现，保险增配权益，前期银行逆势上涨。前期市场中枢本就偏高。 市场正常反映短期改善：地缘冲突快速缓和，交易美联储降息预期，主题热度升温(稳定 币主题领涨)。另外，指数突破本身也直接推升了风险偏好。 ⚫ 本周上证综指向上突破 3 月高点，我们对行情线索进行拆解： ...

关于近期经营情况的自愿性披露公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 证券代码：688692 证券简称：达梦数据 公告编号：2025-031 武汉达梦数据库股份有限公司 武汉达梦数据库股份有限公司（以下简称"公司"）专注于数据库领域相 关产品的研发和销售，主要提供各类数据库软件及集群软件、云计算与大数据 产品等一系列数据库产品及相关技术服务。公司自上市以来，始终聚焦主责主 业、提升核心竞争力，着眼促进公司高质量发展，树立狠抓技术、产品、市场、 人才的鲜明导向，统筹推进各项工作，基本实现了稳健经营、快速发展。 截至目前，公司经营情况良好，据公司财务部门初步测算，公司 2025 年 1-6 月预计实现营业收入 4.95-5.13 亿元，较去年同期增长 40.63%-45.74%。 二、 相关风险提示 武汉达梦数据库股份有限公司董事会 2025年6月18日 一、 近期经营情况 本公告所载近期财务数据为初步核算数据，未经会计师事务所审计，仅作 为阶段性财务数据供投资者参考，不能以此推算公司全年业绩情况，具体数据 请以公 ...

Group 1 - The core viewpoint of the article discusses the recent market rally driven by changes in public fund regulations, leading to a shift in fund managers' asset allocation strategies [1][4] - The new regulations have altered the assessment criteria for fund managers, emphasizing not only returns but also the weight of asset allocation, which has resulted in a focus on underweighted sectors like banking and insurance [1][4] - The market's rally is characterized by a "herding" behavior among investors, particularly in sectors such as multi-financial, military, and chemicals, indicating a broadening of the "herd" phenomenon beyond just one sector [2][3] Group 2 - The military sector has seen increased interest, with specific stocks like Lijun and Chengfei expected to perform well, reflecting a trend of high-profile stocks gaining momentum [2][3] - The chemical sector is also highlighted as a key area of focus, with stocks like Sanxia showing strong performance, suggesting potential for further gains [2][3] - The overall market sentiment remains optimistic, particularly with the support of the new public fund regulations, which are expected to sustain positive index movements in the coming days [4]

Group 1 - The People's Bank of China announced an increase in the re-lending quota for technological innovation and technological transformation from 500 billion to 800 billion yuan, supporting the implementation of the "two new" policies [1] - The cloud computing 50 ETF (159527) opened high on May 7, 2025, with the CSI Cloud Computing and Big Data Theme Index (930851) rising by 0.76% [1] - Notable increases in component stocks include Zhongke Xingtu (688568) up 5.98%, Hengsheng Electronics (600570) up 2.96%, and Tuolisi (300229) up 2.70% [1] Group 2 - The Digital China Development Report (2024) indicates a steady growth of over 10% in the Digital China Development Index over the past three years, with data production increasing by 25% year-on-year [2] - The total computing power reached 280 EFLOPS, and 5G base stations built totaled 4.251 million, with mobile IoT terminal users reaching 2.656 billion [2] - AI computing power-related companies have shown good performance in their earnings reports, indicating a high level of industry prosperity [2]

Core Viewpoint - The market is experiencing a rebound, with expectations for further upward movement in the index, particularly with a focus on small-cap stocks and technology sectors [2][3]. Index Analysis - The index opened at 3295, with a pressure point identified at 3313, which was surpassed, reaching 3316-3317 by the end of the trading day [2]. - The next resistance level is projected at 3326, aligning with the 60-day moving average, indicating a potential for further gains [2][3]. - The overall market sentiment is positive, with most sectors showing gains, except for the banking sector, which was in the red [2]. Sector Performance - A shift in market style is noted, transitioning from large-cap to small-cap stocks, and from defensive to aggressive sectors, with controllable nuclear fusion leading the gains [2][3]. - Other sectors showing strong performance include humanoid robots, consumer electronics, and semiconductors [2][3]. Investment Opportunities - Two main investment opportunities are highlighted: 1. Core sectors such as computing power and humanoid robots, which are expected to lead the market [3]. 2. Potential rebound sectors that have lagged behind, such as deep-sea technology, which may catch up in the coming days [3]. Trading Strategy - The current market position suggests an opportunity to increase positions, with a focus on strong performers and avoiding distractions from weaker stocks [4]. - Emphasis is placed on aligning trading strategies with market trends rather than following popular sentiment [4]. ETF Insights - Food and Beverage ETF (515170) has seen a slight decline of 0.67% over the past five days, with a market cap of 56.9 billion and a net outflow of 247.4 million [7]. - Gaming ETF (159869) has increased by 4.17% recently, with a market cap of 62.1 billion and a net outflow of 572.3 million [7]. - Semiconductor ETF (588170) has gained 1.50%, with a market cap of 2.3 billion and a net inflow of 641.2 million [8]. - Cloud Computing ETF (516630) has risen by 5.13%, with a market cap of 5.3 billion and a net inflow of 177.8 million [8].

中国经济网北京4月30日讯今日，广发基金管理有限公司公告称，广发国证通信ETF(159507)、广发中证 云计算与大数据ETF(159527)、广发中证国新港股通央企红利ETF(520900)、广发中证半导体材料设备 ETF(560780)、广发国证通信ETF发起式联接(A类019236；C类019237)、广发中证半导体材料设备ETF 发起式联接(A类020639；C类020640)增聘基金经理吕鑫，霍华明离任广发中证云计算与大数据ETF，夏 浩洋离任广发国证通信ETF、广发中证半导体材料设备ETF、广发国证通信ETF发起式联接、广发中证 半导体材料设备ETF发起式联接。 吕鑫2016年7月至2022年12月在建信基金管理有限责任公司金融工程与指数投资部任助理研究员、基金 经理；2022年12月至2024年3月在大家资产管理有限责任公司权益投资部任高级股票投资经理；2024年3 月加入广发基金管理有限公司，曾任指数投资部量化研究员。 广发国证通信ETF成立于2023年6月8日，截至2025年4月29日，其今年来收益率为-9.78%，成立来收益 率为-0.12%，累计净值为0.9988元。 广发中证半导体材料 ...