以下文章来源于睿兽Pro ，作者Bestla 睿兽Pro . 创业邦旗下横跨一二级市场的科创数据平台。实时投资数据、追踪产业创新。找数据、做分析、链资 源，就上睿兽分析。 上周基金重点事件回顾丨09.29-10.12 睿兽分析每周整理最值得关注的基金重点事件，帮助大家及时了解全球私募股权基金 市场动向。 政府引导基金 中国国新等央企合 资成立战新产业发展私募基 金公司 央企战新产业发展私募基金管理有限公司于近日正式成立，注册资本为1亿元人民币。公司经营范围 涵盖私募股权投资基金管理与创业投资基金管理服务。股权穿透信息显示，该公司由中国国新控股有 限责任公司全资子公司中国国新基金管理有限公司、中国移动通信集团有限公司全资子公司中移资本 控股有限责任公司、中国石化集团资本有限公司等多家央企旗下投资平台共同持股。 （大河财立 方） 湖南浏阳经开区设立30亿元母基金，公开遴选子基金管理人 湖南浏阳经开区正式设立总规模30亿元的浏阳经开高创产业母基金，并面向社会公开遴选市场类子 基金管理机构。该母基金由浏阳经开区与湖南高新创业投资集团共同发起，已于2025年6月6日完成 注册，存续期12年（投资期7年+退出期5年+最长 ...

Core Viewpoint - The article discusses the significant performance of various sectors in the A-share market since the "policy combination punch" ignited the market on September 24, 2024, highlighting the structural bull market and the impressive returns of specific funds and sectors [3][4][10]. Group 1: Market Performance - The North Exchange 50 Index has surged over 150% since the September 24 market initiation, becoming a focal point for investors due to its high volatility and small-cap stocks [3][4]. - The top 10 funds related to the North Exchange 50 Index have all achieved returns exceeding 130%, with two funds surpassing 170% [4][5]. Group 2: Semiconductor Sector - The global semiconductor sales reached $53.1 billion in August 2024, marking a 20.6% year-on-year increase, while China's semiconductor sales hit $16.6 billion, up 27.5% [6]. - Funds focusing on the semiconductor sector have shown remarkable performance, with the top fund, 嘉实绿色主题股票A, achieving a return of 151.92% since September 24 [6][7]. Group 3: Robotics Sector - The humanoid robot sector is gaining traction, with the 中航趋势领航混合C fund achieving a return of 188.30% since September 24, driven by heightened market interest [8][9]. - The humanoid robot industry is expected to enter mass production by 2025, indicating significant growth potential [8]. Group 4: Innovative Pharmaceuticals - The innovative pharmaceutical sector is experiencing a revival after three years of adjustment, with the 中银医疗保健混合A fund returning 110.40% since September 24 [10]. - The internationalization of China's innovative pharmaceutical industry is accelerating, with a surge in cooperative development agreements with multinational pharmaceutical companies [10]. Group 5: Military Industry - The military sector is gaining attention, with the 中航军民融合精选A fund returning 97.40% since September 24, supported by favorable policies and technological advancements [14][15]. - Historical trends suggest that military stocks often rise in anticipation of major military parades, indicating potential for future growth [14].

Core Viewpoint - The recent fluctuations in the A-share market have tested investors' nerves and reflected their mixed emotions amid changing economic conditions [2][4]. Group 1: Investor Behavior - Investors, like Ms. Lin, have been actively transferring high-yield time deposits to invest in the stock market, with some even selling properties to raise funds for investment [3][9]. - Ms. Lin reported a floating loss of over 20,000 yuan after transferring 280,000 yuan from a time deposit to buy stocks, highlighting the risks of market volatility [3][6]. - The enthusiasm for new stock subscriptions on the Beijing Stock Exchange has surged, with some stocks seeing first-day price increases exceeding 400% [6]. Group 2: Market Trends - The A-share market experienced significant declines in early September, with major indices like the Shanghai Composite Index dropping by 1.25% and the ChiNext Index falling by 4.25% on September 4 [6][7]. - Investors are advised to manage their positions carefully in the face of increased market volatility, rather than blindly chasing trends [4][15]. Group 3: Investment Strategies - Investors like Mr. Wang employ strategies such as "buying low and selling high," focusing on stocks with stable growth potential [10][11]. - Mr. Wang's approach includes maintaining a portion of cash and limiting his reinvestment to a maximum of 50% of his base position, reflecting a cautious investment philosophy [11]. - Ms. Zhang, despite her initial reluctance, re-entered the stock market after observing others' profits, indicating a shift in investor sentiment towards equities [13][14]. Group 4: Economic Context - The article discusses the broader economic context, including the impact of currency fluctuations and interest rates on investment decisions, with some investors opting for foreign currency deposits due to higher yields [13][14]. - The expectation of continued government support for the stock market is influencing investor confidence, with some believing that the stock market will mirror past real estate booms [11].

经济观察报记者老盈盈 9月以来短短几个工作日，走势强劲的A股突然接连下跌，林女士感觉"吃饭都不香了"。 9月4日收盘后，林女士看了看股票账户，自己已经浮亏了两万多元。 上个月末，林女士刚转让了利率为3.05%的大额存单，带着到手的28万元投身其中。没想到，她在北交 所打新近一年斩获的收益，竟然填不上二级市场这几天下跌"砸出的坑"。 近期把钱腾挪进股市的不仅仅是林女士。银行App里，高利率大额存单被争相转让；楼市中，有人卖房 筹集入市资金；外汇市场上，人民币升值趋势挡不住一部分人结汇炒股的热情，个人投资者怀揣追涨的 激情蜂拥入市。 夏末秋初的这场股市起伏，考验着投资者的神经，也映照着他们在时代浪潮下的犹疑与喜悲。 中泰证券（600918）首席策略分析师徐驰提醒：投资者需避免盲目加杠杆，短期市场波动加剧意味着仓 位管理比追逐行情更重要。 转让大额存单 林女士对经济观察报记者表示，她大约有1000万元流动资金。平时，她习惯把这些钱放在若干笔大额存 单里。当北京证券交易所(下称"北交所")有新股申购时，她会提前转让一些大额存单，用于在北交所打 新。 今年以来，在北交所市场上，资金打新热情高涨。北交所上市的新股中，有4 ...