On September 26, UBS announced the signing of a comprehensive strategic cooperation memorandum with the Industrial and Commercial Bank of China Limited (" ICBC "), under which the two parties will explore strategic cooperation in a number of areas, including asset management, wealth management, investment banking and corporate banking. According to reports, the cooperation areas include within China, cross-border and overseas. The MOU covers diverse areas of coop ... 阅读全文

【 Quantitative suddenly release restrictions! What signal? 】 On September 22, the investment promotion quantitative selection, which has lowered the purchase limit several times this year, suddenly "loosened the brake" and raised the purchase limit. At present, a number of public offering active quantitative products that have attracted market attention are still in a restricted state. Industry insiders said that "scale, income and volatility" is an impossible t ... 阅读全文

[Rare! What happened to the liquidation of the "Double Champion Fund"?] The reporter noted that Boshi Xinrui Fund, which had won the "double champion" in the dangerous and abnormal 2018 market, has been liquidated due to the termination of the fund contract, which is also the first champion product in the public offering industry to be liquidated. In addition, a number of star fund products with positive returns and a cumulative net worth of 1.5 yuan this year wer ... 阅读全文

According to media reports, on September 23, Deputy director of the Financial and Economic Committee of the eleventh National People's Congress and former Deputy director of the National Bureau of Statistics He Keng said at the 2023 China's real economy Development conference, " now there is an oversupply of real estate , how many vacant houses, the figures estimated by various experts vary greatly, 1.4 billion people may not live up to ." With so many vacant hou ... 阅读全文

The United States is once again in the grip of a government shutdown. As the "deadline" approaches, the ugly state of the "party struggle" will once again be exposed. Each fiscal year (October 1 through September 30), Congress must pass 12 appropriations bills covering discretionary spending and federal agency funding for the following fiscal year. Fiscal year 2023 ends on September 30, and if all 12 appropriations bills or stopgap funding agreements are not pass ... 阅读全文

[Monopolizing the market? Fined nearly 3 billion yuan! The US chip giant is on the big thing] On the 22nd local time, the European Commission announced that because the US chip giant Intel abused its market dominance, it decided to impose a fine of 376 million euros, about 2.922 billion yuan.

"This is the least interesting Apple event I've ever seen." "Look sleepy. Is Apple going to patch things up for another three years?" ... Last week, the iPhone15 series was officially unveiled to much ridicule. The main reason behind this is that netizens say that "the product is not bright" and "innovation is not sincere". According to the South + reporter, the iPhone15 series compared with the previous generation of products, only carried out key upgrades in t ... 阅读全文

On the evening of September 23, with the lighting of the Asian Games torch, the 19th Asian Games officially opened in Hangzhou, and the opening ceremony of the Hangzhou Asian Games became the first "digital people" to participate in the lighting ceremony in the history of the Asian Games. As the highlight of the opening ceremony, the main torch fuel of the opening ceremony innovatively uses zero-carbon methanol fuel, which is the first time in the world. In the vi ... 阅读全文

After years of hard work, an important business of Zhongtai Securities was approved! On the evening of September 22, Zhongtai Securities also announced that the company recently received the approval of the China Securities Regulatory Commission. The China Securities Regulatory Commission approves the company's market making business qualification for listed securities. It is the second brokerage to be approved for the business this year, after CICC was approved i ... 阅读全文

Hydrogen unicorn enterprise Dongyue Hydrogen Energy launched IPO. On September 13, Dongyue Future Hydrogen Energy Materials Co., LTD. (referred to as "Dongyue Hydrogen Energy") handled the guidance registration in the Securities Regulatory Bureau, and the guidance agency was CITIC Construction and Investment, opening the listing journey. According to the official website, Dongyue Hydrogen Energy was founded in 2017, relying on the Dongyue Group fluorine silicon ma ... 阅读全文

What investment opportunities are expected to be brought about by promoting new industrialization and welcoming heavy deployment?

Pang Wenjie said that from the perspective of the middle of three years, the valuation of the liquor sector is at a very low level. With the recovery of consumption, the performance and valuation of the liquor sector have a very large room for improvement. At present, the pre-holiday delivery is basically unfolding in accordance with the normal rhythm. Because this year is the first double festival without any epidemic disturbance at all, the situation of this dou ... 阅读全文

From September 20 to 24, the 2023 World Manufacturing Conference with the theme of "Making the World Smart and Creating a better World" was held in Hefei, Anhui Province, and a number of the latest representative achievements in the global manufacturing field were unveiled. More than 1,200 entrepreneurs, experts and scholars from the world's manufacturing field attended the event, and the number of exhibitors and exhibition area were the largest in history. Manufa ... 阅读全文

A continuous decline in the market for nearly two months, there is a rebound is normal, the key is when to reverse the trend, when the bull market return? Maybe we can't see a comprehensive bull market, but the structural market and the spiral cycle will still bring us capital dividends. As of this week, almost all major indexes have covered the jump gap formed by the favorable policy in late July, and the mood has returned to calm. The market weekly line 6 conse ... 阅读全文

Recently, there have been two encouraging pieces of good news about China's research input and output. First, according to the Statistical Bulletin of National Science and Technology Funding Investment in 2022, the total amount of national R&D funding in 2022 exceeded 3 trillion yuan for the first time, reaching 3,078.29 billion yuan; Second, the "China Scientific and Technological Papers Statistical Report 2023" shows that the number of the most influential journ ... 阅读全文

Behind the stock price is the value creation of listed companies Is the stock market a zero-sum game? Yes, you often hear the media and investors refer to the stock market as a zero-sum game, akin to gambling. While this fits the intuitive impression, the analogy is not true in an economic sense. Zero-sum games are actually a form of game theory. In a two-player zero-sum game, no matter which side wins, the other side loses. In a zero-sum game, one person's ga ... 阅读全文

China and the United States set up an economic working group; The United States announced the chip Act "guardrail" rules; Brokerages are required to develop implementation plans for programmed trading, and private equity said the regulatory focus is on whether there is net short selling; The Central bank and the Financial Supervision Administration issued a list of systemically important banks in China; The Ministry of Education is cautious about "prepared food in ... 阅读全文

[Sudden! The property market has big news] Changsha, known as the "model student" of the property market regulation, has greatly loosened the purchase restriction policy implemented for 6 years. On September 22, Changsha Housing and Urban-Rural Development Bureau issued the Notice on Optimizing the Real Estate Regulation Policy, optimizing the purchase and sale policies of some real estate in Changsha. Regarding the purchase restriction policy, the optimization fo ... 阅读全文

How to define the responsibilities of the central bank? Will the spillover effects of the Fed policy continue? The "Super Central bank week" just passed, the pace of interest rate hikes in various countries gradually slowed down, including the Federal Reserve, the European Central Bank, the Bank of England, the Swiss National Bank and other central banks announced a pause in interest rate hikes, or signaled the peak of interest rate hikes, and the global monetary ... 阅读全文

The United States is once again in the grip of a government shutdown. As the "deadline" approaches, the ugly state of the "party struggle" will once again be exposed. Each fiscal year (October 1 through September 30), Congress must pass 12 appropriations bills covering discretionary spending and federal agency funding for the following fiscal year. Fiscal year 2023 ends on September 30, and if all 12 appropriations bills or stopgap funding agreements are not pass ... 阅读全文