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投资课名额已经售罄
半夏投资· 2025-12-28 07:08
收费名额200人已经售罄,感谢大家的关注和支持。 需要开发票的,需要确认各项细节的,需要退款的,都请联系新浪财经的工作人员。 半夏投资人赠送课程依然成立: 1,所有的半夏投资人,免费赠送线上课程。 2,持有基金2年以上,或持仓半夏旗下基金大于500万以上的投资人,免费赠送线下课程。 半夏直销客户请在 工作日 联系以下两位半夏同事: 合格个人投资者,请联系 石小姐 021-68869790 专业机构投资者,请联系 奚小姐 021-68860262 代销客户请联系您自己的销售经理。 1月24日 9:30-12:30 普通人学投资的基础知识 普通人为什么要学投资? 个人投资成功的标准和成功的三大要素? 个人投资的核心风险点和规避方法? 1月24日 |5:00-18:00 普通人投资的 潜在选项和取舍的思路 普通人投资可选的资产类别有哪些? 这些资产分别有什么特征? 应该选择哪些类别放弃哪些类别? 普通人投资可选的金融工具又有哪些? 应该如何选择工具,应该规避哪些工具? 9:30-12:30 1月25日 大类资产择时和 股票市场风格选择 如何评估大类资产的潜在回报? 各类资产周期波动的特征? 如何在大类资产中做切换? ...
金融教育宣传周 | 守好钱袋子!揭秘“非法荐股”背后的投资陷阱
中泰证券资管· 2025-09-15 11:33
Core Viewpoint - The article highlights the evolution and sophistication of illegal stock recommendation schemes, emphasizing the need for investors to remain vigilant against these deceptive practices [2]. Group 1: Types of Illegal Stock Recommendations - Illegal stock recommendations have diversified, with online live streaming becoming a prominent method where self-proclaimed "experts" mislead investors into paying for insider groups [3]. - Social media platforms are rife with accounts claiming to be "stock gods" that disseminate false investment information and profit screenshots to lure followers into paid services [3]. - The rise of AI has led to scams where fraudsters market "AI stock picking" and "big data analysis" as tools for accurate stock predictions, often selling overpriced software or courses that are essentially scams [3]. - Some fraudsters impersonate licensed institutions, using stolen identities and fake credentials to mislead investors into believing they are engaging with legitimate firms [3]. Group 2: Key Strategies to Avoid Scams - Investors should be cautious about the sources of information, particularly from unknown individuals reaching out via phone, text, or social media [4]. - It is crucial to safeguard personal finances by avoiding promises of guaranteed returns and not transferring money to unfamiliar accounts [5]. - Verifying the credentials of individuals and institutions through official regulatory bodies is an effective method to identify illegal stock recommendations [5]. Group 3: Importance of Rational Investment - The persistence of illegal stock recommendations is largely due to investors' desire for quick profits through expert guidance, highlighting the need for a solid knowledge base and practical experience in investing [6]. - Investors are encouraged to learn through legitimate channels, select compliant financial institutions, and develop investment strategies aligned with their risk tolerance [6]. - Maintaining a rational investment mindset and choosing legitimate investment avenues is essential for long-term financial stability [6].
深圳私募乱象监管通报:办公场所有算命风水 基金沦为利益输送工具
Xin Lang Ji Jin· 2025-06-23 10:19
Core Viewpoint - The recent report from the Shenzhen Securities Regulatory Bureau reveals alarming violations in the private equity industry, highlighting issues such as the mingling of unrelated activities like fortune-telling with fund management, the sale of fraudulent gold exchange products, and illicit bond profit transfers [1][2]. Group 1: Industry Violations - Some private equity institutions have deviated from their core responsibilities, engaging in unrelated activities such as fortune-telling and knowledge payment services [3][4]. - Certain private equity firms have become conduits for illegal financial activities, promoting fraudulent investment schemes and charging significant consulting fees [4][11]. - The report indicates a troubling trend where private equity firms prioritize course sales over legitimate fund management, with a significant portion of income derived from unrelated activities [4][11]. Group 2: Illegal Operations and Profit Transfers - The report uncovers hidden profit transfer chains and illegal operational methods within the private equity sector, particularly in the bond market [6][7]. - Instances of profit transfer through related transactions have been identified, where private equity funds are manipulated to benefit insiders at the expense of investors [6][14]. - There are serious concerns regarding the use of private equity fund accounts for illegal activities, including unauthorized stock trading and illegal fundraising [7][15]. Group 3: Regulatory Response - In response to these rampant violations, the Shenzhen Securities Regulatory Bureau has established clear regulatory guidelines, emphasizing the need for private equity firms to focus on their core business and enhance compliance [8][18]. - The regulatory body has mandated that private equity institutions must not engage in activities that conflict with fund management and must prioritize investor interests [8][18]. - Future regulatory efforts will involve increased scrutiny of compliance operations within private equity firms, with strict accountability for violations [8][18].