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舟山市(岱山县、嵊泗县、普陀区、定海区)








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保定市(高碑店市、顺平县、竞秀区、曲阳县、涞水县、唐县、蠡县、雄县、涞源县、定州市、望都县、高阳县、徐水区、满城区、清苑区、莲池区、容城县、安新县、定兴县、易县、博野县、阜平县、安国市、涿州市)

市场行情

A股收盘:沪指探底回升涨0.26%,多只银行股创历史新高

1、整体走势:市场全天探底回升,沪指尾盘拉升翻红。个股跌多涨少,沪深京三市超4300股飘绿,今日成交1.14万亿。截止收盘沪指涨0.26%,深成指跌0.85%,创业板指跌1.21%。

2、行业板块:银行板块走强,农业银行、建设银行、上海银行齐创历史新高。黄金股集体大涨,特力A、欧亚集团涨停。

下跌方面,数据中心电源概念走低,潍柴重机、泰豪科技跌停。

3、热门概念:食品、旅游等消费股持续活跃,桂发祥、安记食品、金陵饭店等涨停。(华尔街见闻)

恒生指数收盘跌1.91%,恒生科技指数跌3.72%

科技股、汽车股下跌,万国数据跌约12%,美团跌约8%,小鹏汽车跌约7%,理想汽车跌约4%。黄金股走高,赤峰黄金涨约21%,招金矿业涨约8%。(华尔街见闻)

行业动态

历史纪录不断刷新!资金加速涌入

受美国关税政策及全球经济不确定性影响,国际金价不断刷新历史纪录。资金加速涌入黄金资产,其中,商品型黄金ETF规模显著增长。伴随金价上行及资金净申购,黄金ETF总规模已接近1400亿元。进入4月以来,资金净流入超267亿元,接近去年全年309亿元的“吸金”量。与3月底相比,规模增超30%,相较去年底增幅超过80%。

展望后市,基金公司认为,随着美国衰退预期上升,黄金进入新老框架共振阶段。投资者应保持对黄金的关注度,以配置思维看待黄金,逢回调分批布局,不盲目追高,或许才是黄金投资的正确“姿势”。(中国基金报)

新信号!这些个股被机构重仓“独门股”“包场股”有看头

近期,上市公司陆续披露一季报,梳理发现,一些机构的“独门股”“包场股”有一些特征:一是股价在一季度创下阶段性新高,乃至历史新高;二是从持股集中度看,伴随机构进场,部分个股的持股集中度出现下降,但不少个股仍然有集中趋势。

这释放什么信号?基金机构表示,一季度市场围绕科技创新等主线有一波行情,基金机构积极挖掘相关个股,并且出现独门重仓情况。至于持股集中度降低,背后可能是部分资金获利了结以及更多投资者跟进买入;而持股集中度仍然在提升的个股,机构资金或仍在加码。(中国证券报)

尾盘抄底!大举买入多只沪深300ETF持续“吸金”

昨日多只沪深300ETF尾盘放量,引发市场关注。今日公布的ETF资金净流入榜单揭开了谜底。银河证券基金研究中心数据显示,4月16日,全市场股票ETF(含跨境ETF)资金净流入达到72.96亿元,这是股票ETF市场时隔3个工作日再现资金净流入。多位业内人士表示,以沪深300ETF为代表的多只宽基ETF尾盘异动,不排除是“国家队”再次出手,持续为市场注入信心,提升资本市场的内在稳定性。(中国基金报)

40只基金同日换“舵手”,顶流老将“退位”,投资者该“留”还是“走”?

4月12日,公募基金行业掀起一场人事调整浪潮。景顺长城、易方达、汇添富等15家基金公司同日发布公告,宣布旗下40只基金产品涉及基金经理变动,共涉及46人次。这场涉及主动权益、固收+、量化、QDII等多条产品线的集体换“舵手”,不仅将行业人才流动、规模压力与投研转型的矛盾推至台前,更给持有相关产品的投资者带来一定的决策挑战。其中,4月12日,景顺长城基金发布四则基金经理变更公告,基金经理鲍无可在管的景顺长城价值发现混合、景顺长城价值稳进三年定期开放、景顺长城沪港深精选、景顺长城国企价值混合这4只基金均增聘了基金经理,分别与王勇、刘苏、张仲维、邹立虎四人合管,任职日期均为2025年4月12日。(华夏时报)

10家公募同日开抢这类ETF大火的原因找到了

本周,10家公募基金公司同日开售自由现金流ETF,这已是该类基金年内第三次扎堆发行,前两次同日发行的产品数量分别是3只和6只。据统计,截至4月14日,年内已有19家基金公司发行或成立自由现金流相关基金。而截至4月15日,证监会官网显示,自由现金流指数基金的产品申报记录已多达44条,涵盖ETF、ETF联接基金和场外指数基金等多种类型。业内人士认为,现金流指数能反映企业内生现金的能力,是红利策略的一种变体。在当前市场环境下,高股息、红利策略依旧是权益市场的重要投资主线之一。(国际金融报)

调仓调研双管齐下知名基金经理备战二季度行情

近日,奥士康、盈峰环境、禾望电气等多家上市公司因回购事项披露了最新的前十大股东情况,谢治宇、傅友兴、程洲等多位知名基金经理的调仓操作浮出水面。中国证券报记者梳理发现,多只股票被上述基金经理大幅买入。同时,机构也在密集调研寻找更多投资机会,博时基金、华夏基金、嘉实基金等机构年内调研总次数名列前茅,朱少醒、朱红裕、范妍等多位知名基金经理现身上市公司调研名单。(中国证券报)

绩优基金扎堆披露一季报紧扣科技成长主线布局

随着公募基金2025年一季报的密集披露,中欧基金、长城基金、永赢基金、安信基金等公司旗下众多绩优基金的最新动向也随之浮出水面。一季报显示,多只绩优基金规模实现大幅增长,基金经理的投资布局则主要锚定科技成长主线。(上海证券报)

首批科技主题基金一季报出炉!有基金规模增幅超1500%

4月15日,永赢数字经济智选、中欧智能制造等多只科技主题基金一季报出炉。一季度,科技成长风格崛起,含AI量较高的基金业绩领跑。产品规模水涨船高,有基金规模增幅超1500%。多位业内人士表示,2025年或是AI推理落地的元年,推理应用将带来广阔的市场空间。受益于推理成本下降的终端设备、Agent、智驾、医疗和机器人等领域都会迎来产品或者商业模式的创新。(证券时报·e公司)

逾千亿元回购增持潮涌有效提振市场信心

近期,A股市场迎来回购增持热潮,引发市场广泛关注。据上海证券报记者统计,4月7日至4月15日晚6点,已有154家A股上市公司发布回购预案或董事长及股东提议回购计划,拟回购金额上限达582.23亿元;另有98家上市公司的重要股东抛出增持计划,拟增持金额上限为423.30亿元。回购与增持合计总规模达1005.53亿元,这一规模与速度均创近年来新高。

这一轮密集的回购增持计划效果立竿见影,上证指数在4月10日重回3200点上方,4月8日以来累计涨幅超5%。市场人士认为,此次回购增持热潮是政策引导与市场力量共振的结果,凸显出各方坚定看好中国资本市场的信心和决心。(上海证券报)

百亿私募最新现身57只A股基础化工、电子行业受青睐

随着上市公司2024年年报的陆续披露,百亿私募的最新持仓数据浮出水面。私募排排网最新统计数据显示,截至4月15日,共有23家百亿私募旗下产品出现在57家A股上市公司去年四季度前十大流通股东名单中,合计持股市值达226.42亿元。从持股数量变动情况来看,百亿私募去年四季度新进个股8只,增持个股17只,持股不变个股20只,减持个股12只。从百亿私募四季度重仓股行业分布来看,57只百亿私募四季度重仓股中,基础化工行业个股数量最多,占到11只;其次是电子行业个股,占到9只;紧随其后的是机械设备和医药生物行业,分别占到8只和6只。(澎湃新闻)

多只新能源和医药主题基金发布清算预警

进入4月以来,多只基金发布预警清算公告,因其产品规模持续较低,触发了基金合同中约定的终止情形。从投资领域来看,受权益市场波动、行业表现低迷等因素影响,多只新能源、医药主题基金面临清算压力。(经济参考报)

今年以来证券私募登记数量同比大增超70%

私募排排网数据显示,截至4月15日,2025年以来,共有19家私募证券管理人完成备案登记,较2024年同期的11家大幅提升,同比增幅高达72.73%。从企业性质来看,仅范达私募1家为外商独资,其余18家均为内资私募。地域分布方面,上海以8家新登记私募领跑全国,深圳以5家紧随其后,杭州和长春各有两家,北京和珠海分别有1家。

此外,法定代表人背景呈现专业化特点。法定代表人具有公募背景的新登记私募证券管理人有8家,分别是范达私募、齐辰私募、震峰私募、喜安私募、博益私募、兴乾私募、清禾私募、世赢私募;法定代表人具有私募背景的新登记私募证券管理人有6家。(中证网)

产品动态

近60亿元!资金涌入沪深300ETF

Wind数据显示,4月15日,上市ETF整体呈资金净流入状态,净流入额达143.95亿元。非货币型ETF整体净流入额达118.77亿元,跟踪沪深300指数的相关ETF净流入额近60亿元。其中,华夏沪深300ETF资金净流入额最多,达27.27亿元;华泰柏瑞沪深300ETF资金净流入额居次,为15.15亿元;华宝现金添益A、华夏上证50ETF、华安黄金ETF、嘉实沪深300ETF、银华日利A资金净流入额均超10亿元。(中国证券报·中证金牛座)

同一主题业绩差高达50%:申万菱信、永赢旗下部分医药基金缘何仍跌超10%

据Wind统计,截至4月14日,超七成医疗主题基金今年以来的回报率为正;其中,中银港股通医药A、平安医药精选A、鹏华医药科技A、富国医药创新A等14只(不同份额分开计算,下同)基金今年内的回报率超过30%。但也有少部分主题基金未能抓住本轮行情。例如,永赢医药健康C、申万菱信医药先锋C今年以来的回报率仅为-12.82%、-10.24%。

事实上,不只是近期,从最近三年的业绩表现看,医疗主题基金的投资能力也呈现出较大差异。受访人士向21世纪经济报道记者指出,主题基金的业绩表现之所以呈现较大分化,与基金经理的选股、择时能力存在差异有关。产品业绩较弱的背后,或许反映出基金经理未能及时调整策略应对市场变化。(21世纪经济报道)

人事变动

官宣!又有基金公司更换总经理,这次是知名合资公募

《每日经济新闻》获悉,4月16日,光大保德信基金发布了高管变更公告,该公司原总经理刘翔因个人原因离任,由副总经理、首席运营总监兼首席信息官贺敬哲代任总经理一职。公开资料显示,光大保德信成立于2004年4月,由光大证券和美国保德信国际投资管理公司分别占有55%和45%的股份,是业内知名的合资公募基金公司。总部设在上海,在北京和广州设有分公司,注册资本1.6亿元人民币。

记者注意到,近段时间已有多家公募宣布更换总经理。4月11日,天治基金发布公告称,原总经理许家涵因个人原因于当日离任,由董事长柴晓秀代任总经理一职;4月2日,新沃基金公告李钧离任总经理,由新上任的副总经理李曦代任总经理等。根据Wind数据,今年3月公募高管变更人次为61人,创下公募行业单月高管变更人数的新纪录。进入4月,这样的趋势还在延续,截至4月15日,月内高管变更总人数已经达到12人。(每日经济新闻)

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