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为救丈夫去陪局长 - 如何在旅行中收获难忘的回忆
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为救丈夫去陪局长 - 如何在旅行中收获难忘的回忆

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  随着上市公司年报的密集披露,QFII的重仓股及持股变动情况浮出水面。

  Wind数据显示,截至4月23日中国证券报记者发稿时,已有2788家A股上市公司披露了2024年年报,其中有354家上市公司的前十大流通股东中出现了QFII的身影。2024年四季度,QFII新晋成为198只个股的前十大流通股东,对64只个股的持股数量增加。

  行业方面,QFII对银行业持仓市值超过500亿元,对电子行业持仓市值超过100亿元。

  持仓宁波银行超300亿元

  Wind数据显示,截至4月23日记者发稿时,共计2788家A股上市公司披露了2024年年报。在已披露年报的上市公司中,有354家上市公司的前十大流通股东中出现了QFII的身影,QFII合计持股数量达59.20亿股,持股市值为895.90亿元(以2024年末收盘价计算)。

  从QFII持仓市值排名看,QFII对宁波银行的持仓市值为302.89亿元,位居第一;对南京银行、生益科技的持仓市值分列第二、第三位,分别为198.60亿元、78.04亿元。此外,QFII对紫金矿业持仓市值超27亿元,对京东方A、海大集团、柏楚电子、卫星化学持仓市值均超10亿元。

  已披露2024年年报上市公司中QFII十大重仓股

  来源:Wind

  2024年四季度,QFII新晋成为198只个股的前十大流通股东,除京东方A外,中国西电、巨星科技、宝丰能源前十大流通股东中QFII持仓市值均超过5亿元。

  Wind数据显示,2024年四季度,QFII对64只股票持股数量增加。具体来看,持股数量增加最多的是南京银行,获QFII加仓16267.37万股;紫金矿业、卫星化学分别获QFII加仓3843.77万股、2666.55万股。

  已披露2024年年报上市公司中QFII持股数增加前十股

  来源:Wind

  持仓银行业市值最高

  从行业板块持仓情况来看,在354只QFII重仓股中,QFII对银行、电子、有色金属行业持仓市值居前,分别为501.49亿元、109.88亿元、30.23亿元。

  已披露2024年年报上市公司中QFII十大重仓行业

  来源:Wind

  从QFII相关机构持仓市值排名看,在354只QFII重仓股中,Oversea-ChineseBankingCorporationLimited的2024年末持仓市值最高,为302.89亿元;法国巴黎银行、香港伟华电子有限公司持仓市值分列第二、第三位,分别为201.23亿元、75.52亿元;阿布达比投资局紧随其后,持仓市值超过60亿元;瑞士联合银行集团、摩根士丹利国际股份有限公司、科威特政府投资局持仓市值均超过28亿元。

  已披露2024年年报上市公司中持仓市值前十QFII机构

  来源:Wind

  从QFII持股数量看,QFII持股数量位居前三的个股分别为南京银行、宁波银行、京东方A,持股数量分别为18.65亿股、12.46亿股、3.54亿股。

  已披露2024年年报上市公司中QFII持股数前十股

  来源:Wind

  印度出口组织联合会(FIEO)总干事兼首席执行AjaySahai表示,在美国出台新关税的情况下,印度正将俄罗斯视为海鲜供应的替代市场。

  Sahai称,已经就这一问题与俄罗斯驻印度大使馆的代表举行了会议。他说:“我们正在考虑增加对俄罗斯的海鲜出口机会,政府也在朝着这个方向努力。”

  他指出,与俄罗斯方面就这一问题的讨论“非常积极”。

  Sahai说,对俄罗斯市场的海鲜出口“存在挑战”。Sahai表示,对俄罗斯的冷冻虾出口有10%至20%的增长潜力。

  在2024-2025财年,印度出口的海鲜价值74亿美元,主要是冷冻虾。俄罗斯在印度出口中所占份额仅为1.8%。

  长期美债持续走高,30年期收益率当日下跌约15个基点,一度跌至4.72%。

  收益率曲线进一步趋平,5s30s当日下跌9个基点。

  相关阅读:特斯拉第一季度营收193.35亿美元净利润同比下降71%

  特斯拉下调了对今年资本支出的展望,还预警说贸易政策的变化可能推迟其项目的时间表。

  公司首席财务官VaibhavTaneja在周二晚间的财报电话会上表示,关税将对资本投资造成冲击。他说,为了在美国开设或扩大生产线特斯拉需要从国外引进设备。

  作为特朗普的高级顾问之一,马斯克表示虽然关税完全由总统决定,但他认为降低关税“总体而言对繁荣是好事”。

  “我会继续提倡降低而不是提高关税,但我能做的也就是这些了,”马斯克说。

  特斯拉公布第一季度调整后每股收益27美分,低于分析师的平均预估,该公司还放弃了早先对2025年销售将恢复增长的预测。

  华尔街对马斯克的政治活动感到不满,认为这些活动疏远了核心客户,严重损害了特斯拉的品牌形象。今年以来,由于特斯拉股价下跌,马斯克的个人财富缩水超过1300亿美元。

  新浪科技讯4月23日晚间消息,今日上海车展赛力斯智能安全正式发布。会上,赛力斯宣布截至4月20日,问界用户智能增程电动行驶总里程超124亿公里,纯电行驶里程占比超70%,智能辅助驾驶总里程已超20亿公里,智能辅助驾驶激活用户占比超74%。截至目前,问界已拥有超60万的用户,安全、智能、质量,越来越成为用户的关注焦点。

  今年以来,问界M9、问界M5迭代升级,问界M7推出全新配色,问界M8正式发布,至此,问界正式形成了四大序列产品,满足用户多样化的出行需求。

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