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美三大股指均跌超1%,原油大涨7%;哈梅内伊:将彻底摧毁以色列政权;美海军陆战队首次在洛杉矶拘留平民;湖南通报“罗某宇坠楼事件”丨每经早参
Mei Ri Jing Ji Xin Wen· 2025-06-13 23:11
Group 1 - The State Council of China, led by Premier Li Qiang, is promoting the replication of pilot measures from the China (Shanghai) Free Trade Zone and is reviewing new models for real estate development [2] - The U.S. stock market experienced a decline, with major indices falling over 1%, including the Dow Jones down 1.79% and the Nasdaq down 1.3% [2] - International gold prices rose, with spot gold increasing by 1.4% to $3433.35 per ounce, while oil prices also surged, with WTI crude oil up 7.55% to $73.18 per barrel [3] Group 2 - The European stock indices all fell, with Germany's DAX down 1.07% and France's CAC40 down 1.04% [4] - As of the end of May, China's M2 money supply reached 325.78 trillion yuan, growing by 7.9% year-on-year, while M1 increased by 2.3% [5] - The China Securities Regulatory Commission has issued new regulations for the management of algorithmic trading in the futures market, effective from October 2025 [6] Group 3 - The Ministry of Industry and Information Technology is seeking public opinions on the "Automobile Data Export Security Guidelines (2025 Edition)" [7] - The Chinese defense ministry has expressed strong dissatisfaction with Japan's recent military provocations and has called for an end to such actions [8] - The official report on the "Luo Mouyu Fall Incident" indicates that the case was ruled a suicide, with investigations ongoing [8] Group 4 - Guizhou Moutai announced an adjustment to its profit distribution plan for 2024, increasing the cash dividend per share from 27.624 yuan to 27.673 yuan [14] - Tencent has clarified that it is not considering acquiring Nexon, dispelling market speculation [15] - Ant Group has changed its legal representative to CEO Han Xinyi, while the core management team remains unchanged [16] Group 5 - Huaxia Happiness's debt restructuring has faced challenges, with a significant portion of shareholders opposing a key proposal [19] - Zijin Mining reported that its largest copper mine, Kamoa-Kakula, is expected to see a production decrease of over 22% year-on-year due to operational suspensions [25] - The company Chasing has denied rumors regarding a failed bet and is actively addressing false information spread about it [27]
富达国际亚洲投资总监Gary Monaghan:采矿业在科技产业链中的战略资源供给角色不容忽视
Xin Lang Cai Jing· 2025-05-19 06:24
专题:深交所2025全球投资者大会:新质生产力 投资中国新机遇——开放创新的深圳市场 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 5月20日,在"新质生产力 投资中国新机遇——开放创新的深圳市场"主题引领下,2025全球投资者大会 于鹏城盛大启幕。富达国际亚洲(除日本)股票投资总监Gary Monaghan出席首日圆桌论坛环节,并作 主题分享。 在经济加速向新质生产力转型的背景下,传统产业如何突破瓶颈、挖掘新增长点成为关键议题。Gary Monaghan指出,传统工业类型公司通过技术驱动,提升运营效率并释放利润空间,或将带来可观的投 资机会。 同时, Monaghan强调"采矿、开矿公司,你可能觉得他们不属于新质生产力,但是他们的东西是非常关 键的"。开发新的科技是需要矿物的,比如像铜,很多产业都需要铜矿产的。但是没有人上了大学去想 成为一个矿工的,大家都是上大学想要成为下一个马云,没有人会真的去研究铜矿产等,所以这方面竞 争是比较少的。但是它的利润率可能是非常多的,有些公司是大规模在提供这样的产品,全世界范围内 有很多这样子的公司,这是可能有投资潜力的。 此外,Monaghan ...