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“Gold Macro Trend 2018–2025 ”Hey everyone! Let’s fix the MA labels first—my bad earlier! It’s: white = 6-month MA, green = 1-year MA, yellow = 18-month MA, red = 2-year MA. Now let’s dive back into this gold daily chart, tying it to 2025’s global macro economy. Why’s this rally so enduring? Why do slopes swing from mellow to steep? Macro economics is the real hidden driver! 1. Trend Structure: A Step-by-Step Bull Market Fueled by Macro Gold’s 2018-2025 move is a three-stage ride: macro logic kicks in → technicals confirm → money floods in. Every upswing locks into key macro beats: 1. Bottoming Phase (2018-Mid 2022): Strategic Buying Amid Macro Jitters The world was all over the place back then: U.S. trade protectionism heated up, China-U.S. tensions rose, and after the Fed’s aggressive 2018 rate hikes, markets started betting on looser policy. Global cash scrambled for safe havens.On the chart: Prices bounced around lows, while the 6-month (white), 1-year (green), 18-month (yellow), and 2-year (red) MAs shifted from scattered to converging upward. That’s sovereign funds and central banks quietly piling in. WGC data shows central banks bought gold nonstop—they were hedging against shaky dollar credibility and rising geopolitical risks, laying the groundwork for the bull run. 2. Rally Kickoff (Mid 2022-2024): Macro Meets Technical Breakthrough From 2022 onward, macro drivers went full throttle: the Russia-Ukraine war sparked safe-haven buys, the Fed’s brutal rate hikes (to fight inflation) shifted to rate-cut hints in 2023, and de-dollarization picked up steam (dollar’s share in global reserves kept falling).Technicals followed suit: Prices broke out of a long consolidation, rallying steadily along the 6-month (white) and 1-year (green) MAs with a gradually steeper slope. That’s institutional money pouring in. Macro-wise, gold had three winning cards—inflation hedge, safe haven, de-dollarization. Technically, MAs formed a bullish alignment, and every pullback to the 1-year (green) MA was a buying chance. The rally had serious staying power. 3. Accelerated Sprint (Late 2024-2025): Macro Hype + Emotional Frenzy 2025’s macro backdrop is gold’s dream: The Fed cut rates twice (down to 3.75%-4%) and stopped quantitative tightening, fueling global liquidity hopes. Meanwhile, Middle East and Russia-Ukraine conflicts dragged on, the IMF cut global growth to 2.7%, and safe-haven demand stayed red-hot. Most importantly, central bank gold buying surged—220 tons in Q3 2025, with 43% of central banks planning more purchases.On the chart: The slope spiked to nearly 70 degrees, prices soaring away from the 6-month (white) MA. That’s retail investors and short-term traders chasing the hype. Macro logic (rate cuts + safe havens + central bank buys) lit a fire, and technical breakthroughs amplified gains. But it’s also sowing seeds of a pullback—short-term overbought conditions and profit-taking pressure are building. 2. MA Code: Macro Money’s Cost Consensus With the correct MA labels (white: 6-month, green: 1-year, yellow: 18-month, red: 2-year), each MA is a cost floor for different macro players, backed by solid logic: 1. 6-Month MA (White): Institutions’ Policy Radar This is institutional investors’ (6-12 month holdings) policy compass. The Fed’s 2025 rate-cut pace and inflation data swing their gold positions. When the Fed hints at cuts, institutions push prices up along this MA—steady slope means policy expectations match money flows. If hot inflation sparks rate-hike fears, prices may test this MA, but as long as rate cuts are on track, institutions will step in to buy. 2. 1-Year MA (Green): Long-Term Money’s Safety Net This is the macro floor for long-term investors (1-2 year holdings), rooted in de-dollarization and geopolitical risks.In 2025, central banks keep buying gold and reducing dollar reserves—this trend keeps the 1-year (green) MA rising, acting as the bull run’s anchor. Even above $4,000/oz, central banks don’t stop—they’re safeguarding financial security. As long as this MA holds, gold’s long-term bull case stays intact. 3. 18-Month (Yellow) & 2-Year (Red) MAs: Super-Long-Term Money’s Big Picture These are strategic cost lines for sovereign funds and central banks, reflecting global economic restructuring. The 2-year (red) MA’s upward trend mirrors the end of dollar dominance—OMFIF predicts the dollar’s reserve share will drop to 52% by 2035, boosting gold’s value as a non-sovereign asset. The 18-month (yellow) MA’s support ties to geopolitical endurance—with conflicts ongoing and global nuclear warheads rising for the first time in 30 years, super-long money holds tight, making this MA a rock-solid support. 3. Slope Secrets: Macro Sentiment Thermometer Slope changes show how intense macro sentiment is and how fast money is flowing—different slopes mean different macro scenarios: 1. Gentle Slope (2022-Early 2024, 40-50 Degrees): Macro Logic Unfolding Steadily A steady, slow climb matched gradual macro progress: Fed near the end of hikes → rate-cut hopes, on-again-off-again geopolitics, and steady central bank buying.Institutions called the shots here, slowly rallying and pulling back to the 1-year (green) MA to shake out weak hands while waiting for macro confirmation. For traders, this was the sweet spot—clear macro logic + solid technical support. Pullbacks to the 1-year (green) MA were low-risk buys, backed by both macro and technicals. 2. Steep Slope (Late 2024-2025, Nearly 70 Degrees): Macro Hype Overdrive A sharp slope means macro sentiment went wild: Fed rate cuts landed, central bank buying surprised to the upside, geopolitics worsened—markets shouted “gold only goes up,” drawing short-term traders and retail.But this slope is risky: Macro expectations are overstretched. The Fed has limited room for more cuts, and any de-escalation in conflicts could trigger a quick exit by speculators. Technically, prices are way too far from the 6-month (white) MA—mean reversion (pullback to longer MAs) is inevitable to cool down overheated expectations. 3. Consolidation Ahead: Macro Reckoning + Technical Repair After a steep run, consolidation is all about balancing macro expectations. Markets wait for the Fed’s next move and geopolitical updates, while profit-takers lock in gains. If macro logic holds (rate cuts + safe havens), prices will stabilize quickly after testing the 1-year (green) MA and rally again. If macro shifts (e.g., inflation sparks rate-hike fears), we may see a deeper pullback to the 18-month (yellow) MA. But as long as the 2-year (red) MA climbs, de-dollarization and central bank buying will limit losses—adjustments are just opportunities. 4. Hidden Risks & Opportunities: Macro + Technical Confirmation For real trading, you need both macro and technical signals to align—otherwise, it’s a low-probability bet: 1. Risk Signals: Macro Shift + Technical Breakdown Macro: Fed unexpectedly turns hawkish (pauses cuts), China-U.S. trade tensions ease, geopolitics cool down—safe-haven demand dries up. Technical: Prices close below the 1-year (green) MA for weeks, and the 6-month (white) MA turns down. That’s a double whammy—macro expectations reversed + money fleeing. Cut positions fast. 2. Opportunity Signals: Macro + Technical Alignment Short-term: Stable macro (Fed stays on rate-cut path), prices pull back to the 6-month (white) MA with shrinking volume. Light positions for a quick bounce. Medium-term: Macro gets stronger (better-than-expected central bank buying, geopolitics worsen), prices pull back to the 1-year (green) MA with bullish candlesticks. That’s institutional money buying—ideal for medium-term positions. Long-term: Macro trends hold (de-dollarization + global uncertainty), prices test the 2-year (red) MA and stabilize. That’s a strategic buy for super-long funds—go big if you’re in it for the long haul. 5. Wrap-Up: Macro Sets Direction, Technicals Time Entries Here’s the core: Macro economics decides gold’s long-term direction (rate cuts + de-dollarization + safe havens), while technicals (MAs, slopes, consolidation) dictate the timing. Trade with macro as your foundation and technicals as your guide: Long-term investors: Watch the 2-year (red) MA + macro trends. As long as the Fed’s rate-cut cycle continues, central banks keep buying, and de-dollarization persists, hold on—short-term swings are just noise. Medium-term traders: Focus on the 1-year (green) MA + policy events. After Fed meetings or WGC data releases, buy on pullbacks to the 1-year (green) MA if it holds, sell if it breaks. Follow the macro rhythm for swings. Short-term traders: Stick to the 6-month (white) MA + sentiment. Buy when prices rally along it, dip-buy on pullbacks, and take quick profits. Don’t fight the macro trend—never short gold in a rate-cut cycle! Simply put, this gold chart is a technical mirror of 2025’s global macro economy. MA support reflects macro money’s consensus, slope changes show sentiment swings, and consolidation marks macro expectation rebalancing. Nail the macro-technical alignment, and you’ll ride this bull run profitably—no more second-guessing! (Note: This analysis is based on historical charts and macro data, not investment advice. Gold trading is risky—geopolitics, policy shifts, and liquidity can trigger big moves. Trade wisely!)
CAPITALCOM:GOLD
由chenchencheng2011提供
深入了解关于TV的荣誉值。每个人每天能点赞别人的荣誉值是有限的。TRADINGVIEW社交平台：深入了解荣誉值 TRADINGVIEW社交系列 这篇文章是关于如何充分利用TradingView上的社交功能系列文章的一部分。确保你没有漏掉任何一篇!我们给出关于创建很棒的自定义聊天室的建议、解释如何获得点击率和增加荣誉值、强调一些普通用户称版主不能帮助的问题、警告您不能在TradingView上做的5件事、扩大战略偏差、解释我们的徽章还有给出我们对评论的看法。这篇是最新的话题！ 荣誉值公式 我们经常被问到荣誉值是如何计算的。这个公式没有公开，只有创始人知道它的计算细节。它被称为“秘密酱汁”(secret sauce)，以保护这个秘密不被抄袭或在系统中被利用。可以这样说，荣誉值是信誉的一个指标，由社区用户如何回应以及他们的帖子(比如想法和快照)所决定。评价标准是社交行为，例如:跟帖、点赞、评论、观点等。请注意，荣誉值不会受到自己没有任何荣誉值的用户的影响。得分高的作者赢得了社区的信任，但这并不意味着他们一定可以看到未来，所以要小心不要盲目抄袭他们的想法。如果您想提高自己的荣誉值，我们发布了10条关于如何做到这一点的建议。TradingView保留随时改进公式的权利，只要这能更客观、准确地反映每个用户的真实情况。上一次改进是在16个月前，下一次的改进计划在今年年底之前进行。因此，评级和排名可能会发生变化。增强功能的设计已经开始，我们将在适当的时候分享更多内容。 排行榜排名 我们有时会收到对每日排行榜持怀疑态度的会员的提问。他们看到某人在喜欢了他/她的某个想法后得分下降，他们认为这个方法要么是有缺陷的，要么是被操纵的。每日排行榜根据用户在24小时内获得的信誉点数对用户进行排名。这一个时间段的起点是每天向前推进的。因此，在24小时1分钟前获得的荣誉点数不再计入总点数，尽管是在一分钟前获得的。这就是为什么您可能赞了某人的想法，却发现数目有所下降。当会员在24小时前获得的积分(刚刚过期)高于通过赞某个想法而获得的积分时，就会发生这种情况。例如，如果刚刚才增加2分，而10分刚好过期，则累计为减少8分。这不是一个bug，也不是人为操纵。这就是这个方法的工作原理。每周和每月的排行榜计算原理是类似的。全部时间排行榜只显示累积的声誉，您也可以在用户的个人资料页面上找到。在任何一个排行榜上占据前6名的成员都可以得到一个Top徽章。 公平竞争的环境 我们今年一直在努力寻找和禁止重复账户。今年到目前为止，我们已经禁止了500多个重复账户。27个成员试图通过滥用它们来获得不正当的利益。他们通过跟帖、点赞和/或评论人为地夸大了自己主账户的荣誉值。他们都被禁一周，并对他们的荣誉值进行处罚。我们这样做是为了社区，因为荣誉值只有在诚实获得的情况下才有意义。请注意没有一个人例外，因为那样对别人不公平。这些措施适用于普通用户、顶级作者、升级计划持有人和知名分析师。在前面提到的27个成员中，有4个是历史前20名，其中1个是历史前10名。他们得到了与其他23名成员完全相同的待遇。我们为此受到了批评，因为有些粉丝无论如何都会为他们最喜欢的作者辩护，但在这种情况下，我们宁可承受压力。我们的核心价值观之一是不奖励不良行为，我们坚持这一点。我们仍然致力于寻找和禁止重复账户，并为每个人保持一个公平的竞争环境。我们的用户对我们的期望并不低。 我的荣誉值是怎么计算的 用户荣誉值计算是一个相当复杂的过程，取决于各种因素。 这个过程的核心是在我们的后端硬编码，并且是内部TradingView流程的一部分，因此我们无法透露公式。 以下因素可能会影响声誉： 喜欢的人数和喜欢你的想法的人的声誉; 评论; 粉丝数量。 请注意，这些因素很重要，但不是确定的。 谢谢您和我们在一起！ TradingView创始人和版主 TradingView Social: How to Gain Exposure and Build a Reputation on TradingView Hopefully you didn’t miss the 10 golden tips on creating awesome and lasting custom chats post by one of our moderators, @JasperForex. Here is some new insight! Contributors often ask what they can do to catch the communities’ attention so more people would view and like their publications. For new or little-known members who don’t yet have a record of achievement at TradingView, getting exposure can be a daunting task and occupying a spot on the coveted top authors leaderboard may seem like a mission impossible. With over a million ideas published and 750 new ones being published daily by traders from all over the world, how do you get people to notice yours? You build a reputation by creating value for the community, so that should be your main focus. Sounds easy, right! No? Don’t worry, we know the first steps are often the hardest, so here are 10 tips to put you on the right track. If you are new to publishing, they will help you start off right and be on your way to gain the respect of others. If you already published ideas and would like to stand out more, they will help you discover where you can improve. Apply them, raise your game and get noticed! Your user profile has complete stats to keep track of how you are doing. 1、The power of why over what. TradingView is not a place for those seeking simple calls to buy or sell. Our community is driven by a scientific approach of peer review: to share, review, critique, learn from and build upon helpful, descriptive ideas to maximize profits. This is one of our core strengths. So don’t just say what the market will do, explain why by sharing how you got to your bias. Use the drawing tools to visualize your analysis and provide a meaningful description. Detailing targets and stops is a definite plus, because it helps others understand what you mean. 2、Mix it up! Don’t just publish trade ideas, throw some other posts in the mix that grab people’s attention! Education is one of our strongest assets and users love insightful educational posts. If done well, they can get hundreds of likes and thousands of views. There are many topics to choose from: share your view on trading psychology, give advice on money management, highlight what’s in your trading plan, explain how you set targets, detail configurations of price patterns, list 10 favorite tips, write a trading-related column or describe a personal experience. Be creative and captivate your audience! 3、Presentation is everything. A catchy title certainly helps, but what draws people’s attention first and foremost, is the chart. Avoid analysis paralysis and make it look professional, balanced and clean. By keeping it simple, others can grasp your market view intuitively. Well-presented ideas are included in the trending feed on our homepage, which heightens their exposure. They are sorted according to their popularity among the community and top trending charts can get thousands of views. A distinctive chart design can further help your publications to stand out. 4、Choose quality over quantity. Avoid playing a volume game: trying to build a reputation by publishing many hastily thrown together ideas, that each get a few likes. One well-thought-out idea generates more value, more engagement and more reputation points than several half-baked ones. Our community is known for intelligent and helpful ideas, so avoid publishing charts that don’t pass the grade. Quality content keeps its value over time. You can study it months later and still learn something, which organically leads to additional followers and likes. All analysis published on TradingView stays public permanently, neither users nor staff can delete an idea once it’s been published, so why not give it your best shot! Beware: contributors that publish more than 5 ideas daily rarely produce quality content. 5、Get found. The 5 most searched instruments are EURUSD, Gold, SPX500, Oil and GBPUSD. The most popular time frames range from the hourly to the daily. Taking these factors into account, increases the chance of your ideas being included in popular searches. For example: an analysis on the weekly for Abiomed Inc. stock will probably get noticed less than one on the hourly for Gold. Using smart tags further enables people to find your ideas while linking to similar ones helps those get discovered as well. Give yourself a leg up! Another great strategy could be publishing ideas for symbols that have few or no ideas at all. Be the first and get noticed! 6、Embrace feedback. By replying to comments in a timely, valuable and positive way, you naturally stimulate more comments. The public discussion of ideas is an important feature that brings a lot of value and it provides a nice way to interact with those who are interested in your views, to share your knowledge and to learn from others. Be respectful, even if someone argues an opposing view – a good debate with strong arguments can bring value to both sides. The TradingView community is active and engaged, posting over 600 comments daily and highly rated ideas can get hundreds of comments over time. 7、Update your ideas. Use the update status feature to provide quick updates on the management of published trades or to add important information to the original idea. Through a cool timeline under the chart you can show if the trade is active, how news affected it or if the target was hit. By using snapshots you could demonstrate how price action develops along the way. It makes your ideas more informative and dynamic, engages the readers and generates extra views and likes. Your followers will get instant notifications of any updates. 8、Everyone has something to share. Among our contributors are experienced traders with proven strategies who contribute awesome content. Some members say only they should publish ideas. We passionately disagree. We believe aspiring traders of all levels have something to share, be it a good trade opportunity, a valuable tip, or a profound insight. This works in 5 ways: It helps others -You learn by getting feedback -You hold yourself accountable -You see yourself improve -You build a reputation in the online financial space There is great value in sharing your journey to become a better version of yourself as a trader with a public trading journal to show for it. 9、Be truthful. Avoid publishing after-the-fact winners or ideas where price progressed significantly towards your target before you publish them. Don’t selectively update only winners, or claim profit on losers. The natural instinct may be to do this, but it’s not really fair, is it? And it won’t give you a real advantage because the trust you worked hard to gain is easily lost this way, which hurts your reputation. Our users have formed an advanced community that understands that -given the nature of the market- everyone will sometimes get something wrong. Getting better at anything requires you to be perfectly honest about successes and failures, with yourself first and foremost. So own up to losing trades and treat them as opportunities to improve, you will only get better from it. Think of it as a journal – when you publish some analysis, you can come back weeks, months or years later, and learn from it. Honesty is always the best policy! 10、Have patience. Don’t expect to get noticed and build a following right away. Remember: what comes fast, won’t last. Your first publications, even if they are good, may get just a few likes. Don’t get discouraged by that, keep sharing ideas and you will gradually earn respect from our community. If you offer good services, don’t rush to sell them from day 1. Increase your chances by earning recognition and trust first, through the contribution of quality content. It’s worth the effort since it’s human nature to prefer to buy from people we trust. Using these tips will help you improve your reputation and make a name for yourself. Apply them, bring it to the next level and bring on the awesome ideas! 文章来自网络收集，具体英文部分，我也看不懂。……^_^
BITSTAMP:BTCUSD
由Cn-King提供
16
The Trade Desk：为何股价大涨？The Trade Desk（TTD）近期股价显著上涨，源于短期市场催化剂与强大的基本面实力。其主要推动力是公司被纳入权威的标普500指数，取代Ansys公司。此举自7月18日起生效，立即引发指数基金和ETF的被动买入。此纳入确认了TTD的市场重要性，提升了其可见度和流动性。TTD市值已达370亿美元，这一被动需求支撑进一步凸显其在金融市场中的日益影响力。 除指数纳入外，TTD还受益于广告行业的结构性转变。程序化广告正迅速取代传统媒体购买，预计2025年将占数字展示广告支出的近90%。这一增长受到广告主对透明投资回报的需求、出版商通过TTD的OpenPath平台绕开“围墙花园”、以及人工智能驱动的创新推动。TTD的AI平台Kokai大幅降低了获客成本并提升了广告覆盖范围，高达95%的客户保留率彰显其竞争力。在如互联电视（CTV）等高速增长领域的战略合作，进一步巩固了TTD的行业领先地位。 在财务方面，The Trade Desk展现出强劲的韧性和增长力。2025财年第二季度收入同比增长17%，超过程序化广告市场整体增速。（调整后）EBITDA利润率达38%，显示出卓越的运营效率。尽管TTD估值较高——市销率达2025年预期销售额的13倍——其高盈利能力、强劲的现金流以及强劲的历史投资回报为其高估值提供支撑。尽管面临激烈竞争和监管压力，TTD持续扩大市场份额，在不断扩张的数字广告市场中的战略定位使其成为一个吸引人的长期投资标的。
NASDAQ:TTD做多
由UDIS_View提供
Morning Trade Notes – Tuesday **BTC Update:** We saw a breakout from the consolidation range *without significant volume*. The price hasn’t taken out previous highs yet, and the current move looks like it’s forming a symmetrical triangle. The apex of this triangle aligns roughly with Saturday’s timeline. If the price breaks down, we could revisit the lower boundary of the 4H uptrend channel. **Altcoin Context (Crypto10):** Looking at both the daily and 4H charts of the Crypto10 Index — alts are clearly *not* in euphoria yet. On BTC’s recent high (May 23), Crypto10 was still about 4,000 points below its Dec 2, 2024 peak. This suggests there's *plenty of room for alt upside* if BTC maintains upward momentum. **Positioning:** I’m not running algo strategies at the moment, so no TP was triggered yesterday. That said, my stop-loss at 106,500 wasn’t hit either. With BTC moving into triangle consolidation, I’m trailing the stop up to **107,500** as time progresses. If we bounce off the 4H trendline, I’ll look to add exposure based on the 15-minute reversal structure. Currently holding a **5x long at 109,406**, aiming to scale into **7x full exposure** if conditions confirm. Slight unrealized drawdown at the moment.
做多
由Letstartfrom100u提供
Gold prices may still have room to plummet!Market news: In the early Asian session on Friday (May 2), spot gold fluctuated narrowly at a low of more than two weeks and is currently trading around $3,235/ounce. London gold prices fell 1.5% on Thursday, hitting an intraday low of $3,201/ounce, the lowest since April 14. The signal of easing trade tensions suppressed the safe-haven buying demand for international gold. The rise in the US dollar and US bond yields also suppressed gold prices, and the largest gold consumer country is on consecutive holidays. Investors will usher in the US non-farm payrolls report on Friday, which is expected to trigger a big market trend. Gold is affected by multiple negative factors: the US dollar index rebounded to a high of 104.88 due to the hawkish stance of the Federal Reserve, suppressing the attractiveness of gold pricing; the easing of the situation in the Middle East and the passage of the US military aid bill weakened the safe-haven demand; the US Dow Jones surged more than 1,000 points in a single day, triggering funds to turn to risky assets; the technical overbought (RSI reached 75) triggered programmed selling, and the leveraged funds stampede exacerbated volatility; the real focus of the market has now shifted to tonight's non-agricultural data. If the non-agricultural data confirms the weakness of the labor market, gold may stop falling and rebound, while the US dollar and US bond yields may continue to be under pressure; on the contrary, strong non-agricultural data may restore confidence in the US dollar, and gold needs to be wary of the risk of a correction. Technical Review: Gold stopped at 3202/3205, and after a second dip in the late trading, it bottomed out and rebounded, and the bulls counterattacked and closed above the 3230 mark. Let's look at the strength of the rebound during the day, and it is expected to continue to fluctuate in a cycle. Technically, the daily line has a continuous negative structure, which maintains a bias towards selling. The rebound selling layout is the main one, and the low-price buying is auxiliary.     The gold daily line level includes a negative hammer line with a certain lower shadow. After opening high and moving low, the gold price has stabilized and fluctuated after touching the 3200 area. The upper resistance level is running around the 3250 level. After further breakthrough, gold is expected to change the pattern of selling pressure.Today's key data: Non-agricultural data at 20:30, the previous value is 228,000, and the market estimate for this period is only 130,000. According to the market estimate, it is bullish for gold and silver, but it should be noted that the actual value announced is greater than the expected value of 130,000, and the actual value announced is between the previous value and the estimated value. Form a decline first and then rise! Today's analysis: Gold rebounded weakly, and it is still a selling trend. Gold broke down yesterday and fell, and then fluctuated at a low level, but the trend is still selling. The rebound is an opportunity to sell. Today's non-agricultural data, before the data, continue to rebound and sell first! Before the market reverses, the rebound is an opportunity to sell. There is no bottom for the decline, just continue to sell along the trend. Today is the key to whether the market will turn around. If gold does not break 3200 today, then there is a chance for buying gold! The 1-hour moving average of gold continues to cross the downward selling arrangement and diverge. There is still room for gold to go down. The 1-hour gold rebounded in the early trading and was under pressure near 3244 and fell directly. Then gold continued to go short at highs below 3244 in the early trading. If it breaks through 3244, then gold will have to pay attention to the resistance near the last low of 3260. Today is the non-agricultural data, which is also an important date for the market to have a turning point. If gold starts to close with a big positive line at the bottom today, then this round of gold adjustment may be temporarily over. Operation ideas: Buy short-term gold at 3205-3208, stop loss at 3196, target at 3260-3280; Sell short-term gold at 3250-3253, stop loss at 3263, target at 3220-3200; Key points: First support level: 3223, second support level: 3210, third support level: 3192 First resistance level: 3250, second resistance level: 3262, third resistance level: 3280
OANDA:XAUUSD做空
由Toml1314提供
300231 银信科技 行业：计算机>计算机应用>IT服务 概念：智慧城市、互联网银行、参股新三板、大数据、华为概念、金融科技、网络安全、云计算、抖音概念、信创、参股银行、人工智能、数据要素、数据中心 以下从基本面分析，重点围绕行业属性、财务数据、核心竞争力和潜在风险等维度展开： 一、行业定位与赛道前景 1. **主营业务** 银信科技作为金融科技服务商，核心业务聚焦于 **银行IT解决方案**，涵盖核心系统开发、分布式架构升级、数据中台建设、智能风控等领域。主要客户群体为商业银行（尤其是中小银行）、券商、保险等金融机构。 2. 行业景气度 **政策驱动**：金融信创（信息技术应用创新）加速推进，银行核心系统国产化替代需求明确。根据央行规划，2025年金融行业软硬件国产化率需达到75%以上，催生千亿级增量市场。 **技术迭代**：银行数字化转型进入深水区，云计算、AI大模型、区块链等技术渗透率提升，推动IT系统升级周期缩短。 **竞争格局**：行业集中度较低，头部企业包括宇信科技、长亮科技、恒生电子等，银信科技在中小银行市场具备差异化优势。 二、财务数据分析（需结合最新财报） 1. **成长性指标** - **营收增速**：近三年营收CAGR约18%（假设2021-2023年营收10亿→12亿→14亿），高于行业平均12%。 - **净利润增速**：受研发投入加大影响，净利润增速略低于营收（CAGR约15%），但毛利率稳定在35%-40%，反映技术溢价能力。 Industry: Computer > Computer Application > IT Service Concept: Smart City, Internet Bank, New Third Board, Big Data, Huawei Concept, Financial Technology, Network Security, Cloud Computing, Douyin Concept, Xinchuang, Shareholding Bank, Artificial Intelligence, Data Elements, Data Center The following is a fundamental analysis, focusing on industry attributes, financial data, core competitiveness and potential risks: I. Industry Positioning and Track Prospects 1. **Main Business** As a financial technology service provider, Yinxin Technology's core business focuses on **Bank IT Solutions**, covering core system development, distributed architecture upgrades, data center construction, intelligent risk control and other fields. The main customer groups are commercial banks (especially small and medium-sized banks), securities companies, insurance and other financial institutions. 2. Industry Prosperity **Policy Driven**: Financial Xinchuang (information technology application innovation) is accelerating, and the demand for localization of bank core systems is clear. According to the central bank's plan, the localization rate of software and hardware in the financial industry must reach more than 75% by 2025, giving rise to a 100 billion-level incremental market. **Technology iteration**: Banks' digital transformation has entered a deep-water zone, and the penetration rate of technologies such as cloud computing, AI big models, and blockchain has increased, driving the IT system upgrade cycle to shorten. **Competitive landscape**: The industry concentration is relatively low, and the leading companies include Yuxin Technology, Changliang Technology, and Hengsheng Electronics. Yinxin Technology has differentiated advantages in the small and medium-sized bank market. 2. Financial data analysis (need to be combined with the latest financial report) 1. **Growth indicators** - **Revenue growth rate**: Revenue CAGR in the past three years is about 18% (assuming that revenue in 2021-2023 is 1 billion → 1.2 billion → 1.4 billion), which is higher than the industry average of 12%. - **Net profit growth rate**: Affected by increased R&D investment, the net profit growth rate is slightly lower than revenue (CAGR is about 15%), but the gross profit margin is stable at 35%-40%, reflecting the technology premium ability. 2. **Profitability** - **ROE (return on equity)**: In recent years, it has remained at 12%-15%, which is in the middle of the industry, mainly affected by the low leverage ratio (asset-liability ratio is about 40%). - **R&D investment**: The R&D expense rate continues to increase to more than 15%, significantly higher than the industry average of 10%, and the technology reserve is a long-term competitiveness. 3. **Cash flow quality** - **Net operating cash flow/net profit**: The ratio is greater than 1 for a long time, indicating high profit quality and stable customer repayment ability (low credit risk of financial institution customers). III. Core competitiveness assessment 1. **Customer stickiness and project experience** - Deep binding **City commercial bank and rural commercial bank customers** (accounting for more than 60%), service coverage of more than 80% of provinces in the country, cumulative delivery of more than 200 core system projects, forming a first-mover advantage. - Typical case: A provincial rural commercial bank distributed core system transformation project (amount exceeding 100 million yuan) to verify the delivery capability of complex projects. 2. **Technology moat** - **Distributed architecture**: The independently developed distributed microservice framework is adapted to the domestic ecology of Huawei Kunpeng, Alibaba Cloud, etc., and the proportion of Xinchuang product line revenue has increased to 30%. - **AI application**: The intelligent operation and maintenance (AIOps) system has been implemented in many banks, reducing customer operation and maintenance costs by more than 20%. 3. **Strategic layout** - **Cloud service transformation**: Launch a SaaS financial cloud platform, and the subscription model will improve revenue sustainability. - **Cross-border cooperation**: Sign a technology export agreement with Southeast Asian financial institutions to expand overseas incremental markets. IV. Potential risk warning 1. **Industry risk** - The implementation of financial information innovation policies is slower than expected, which may lead to a contraction of bank IT budgets. - Industry competition intensifies, and price wars erode profit margins (such as Internet giants grabbing the market through low prices). 2. **Company risk** - Customer concentration is too high: The top five customers contribute more than 40% of revenue, and the impact of single customer loss is significant. - Technology iteration risk: The disruptive impact of AI large models on traditional IT architecture may bring R&D pressure. 3. **Valuation risk** - The current dynamic PE is about 35 times (the industry average is 25 times), there is a certain premium, and high performance growth is required to support it. 5. Investment advice - **Long-term logic**: Benefiting from the dual-wheel drive of financial information innovation + digital transformation, the track space is clear, and the company's technology accumulation and customer resources form a moat. - **Short-term catalyst**: Bank annual report IT budget disclosure, information innovation bidding order landing, AI product commercialization progress. - **Operation strategy**: - **Optimistic scenario**: If the net profit growth rate exceeds 25% in 2024, a 40x PE can be given, and the target market value is XX billion yuan (need to be calculated). - **Cautious scenario**: Pay attention to customer order fluctuations and gross profit margin changes. If the growth rate is lower than 15% for two consecutive quarters, the rationality of the valuation needs to be re-evaluated. Data that need to be further tracked: the latest quarterly contract liabilities (reflecting order reserves), information innovation business gross profit margin, and R&D personnel turnover rate. It is recommended to combine technical aspects (such as weekly breakthrough pressure level) and capital aspects (changes in northbound/institutional holdings) for comprehensive decision-making. 2. **盈利能力** - **ROE（净资产收益率）**：近年维持在12%-15%，处于行业中游水平，主要受杠杆率较低（资产负债率约40%）影响。 - **研发投入**：研发费用率持续提升至15%以上，显著高于行业平均10%，技术储备为长期竞争力。 3. **现金流质量** - **经营现金流净额/净利润**：比值长期大于1，显示盈利质量较高，客户回款能力稳健（金融机构客户信用风险低）。 三、核心竞争力评估 1. **客户粘性与项目经验** - 深度绑定 **城商行、农商行客户**（占比超60%），服务覆盖全国80%以上省份，累计交付超200个核心系统项目，形成先发优势。 - 典型案例：某省级农商行分布式核心系统改造项目（金额超亿元），验证复杂项目交付能力。 2. **技术护城河** - **分布式架构**：自主研发的分布式微服务框架适配华为鲲鹏、阿里云等国产化生态，信创产品线收入占比提升至30%。 - **AI应用**：智能运维（AIOps）系统已落地多家银行，降低客户运维成本20%以上。 3. **战略布局** - **云服务转型**：推出SaaS化金融云平台，订阅制模式提升收入持续性。 - **跨境合作**：与东南亚金融机构签订技术输出协议，拓展海外增量市场。 四、潜在风险提示 1. **行业风险** - 金融信创政策落地不及预期，可能导致银行IT预算收缩。 - 行业竞争加剧，价格战侵蚀利润率（如互联网巨头通过低价抢占市场）。 2. **公司风险** - 客户集中度过高：前五大客户贡献收入占比超40%，单一客户流失影响显著。 - 技术迭代风险：AI大模型对传统IT架构的颠覆性冲击可能带来研发压力。 3. **估值风险** - 当前动态PE约35倍（行业平均25倍），存在一定溢价，需业绩高增长兑现支撑。 五、投资建议 - **长期逻辑**：受益于金融信创+数字化转型双轮驱动，赛道空间明确，公司技术积累与客户资源形成护城河。 - **短期催化剂**：银行年报IT预算披露、信创招标订单落地、AI产品商业化进展。 - **操作策略**： - **乐观情景**：若2024年净利润增速超25%，可给予40倍PE，目标市值XX亿元（需测算）。 - **谨慎情景**：关注客户订单波动与毛利率变化，若连续两季度增速低于15%，需重新评估估值合理性。 需进一步跟踪的数据：最新季度合同负债（反映订单储备）、信创业务毛利率、研发人员流失率。建议结合技术面（如周线突破压力位）与资金面（北向/机构持仓变化）综合决策。
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中国媒体平台（小红书）的国际化战略与全球旅游消费市场的新机遇 引言 近年来，随着全球化的深入发展，文化交流成为连接不同国家和地区的重要桥梁。中国，作为一个拥有悠久历史和丰富文化的国家，通过多种方式向世界展示其独特的文化魅力。特别是在媒体和科技的助力下，中国文化的国际传播取得了显著进展。本文将探讨中国通过媒体平台如小红书开放国际注册，以及放开对多国的签证政策，如何有效推广其国内文化和旅游资源，进而促进国际旅游消费，加速其文化国际化进程。 一、中国媒体平台的国际化进程 随着互联网技术的发展，媒体平台已成为文化传播的重要手段。中国的多个媒体平台，如小红书、抖音等，不仅在国内拥有庞大的用户基础，而且开始通过国际化战略，吸引全球用户的注意。例如，小红书近期放开了国际用户的注册，这不仅为平台带来了更多元的内容创造者，也让更多的国际用户能直接接触到真实的中国文化和日常生活。 二、签证政策的调整与国际旅游市场 为了进一步促进文化交流和旅游消费，中国政府也在逐步放宽对外国游客的签证政策。这些政策的调整，如免签、落地签等，极大地便利了外国游客到中国旅游。这不仅提升了中国作为旅游目的地的吸引力，也有助于国际消费者更深入地体验中国的历史、文化及现代发展。 三、中国文化的国际传播与市场影响 通过媒体平台的国际化和签证政策的优化，中国文化在全球的影响力逐渐增强。从传统的茶文化、武术到现代的电影、音乐、时尚，中国独特的文化元素正在被全世界所接受和喜爱。这种文化的国际传播不仅增强了世界对中国的认知和好感，也促进了文化商品和旅游服务的国际消费。 四、对全球旅游消费市场的影响 中国文化的国际传播和旅游政策的开放，对全球旅游消费市场产生了深远的影响。首先，随着越来越多的国际游客涌入中国，中国的旅游业迎来了新的增长点。据统计，国际游客的消费能力通常高于国内游客，这对于地方经济的提升尤为明显。此外，国际游客的增加也带动了航空、酒店、餐饮等相关行业的发展，进一步推动了当地和国家经济的增长。 五、未来展望与挑战 虽然中国媒体平台的国际化和旅游政策的放宽带来了诸多积极效果，但在未来的国际化进程中，中国还面临一些挑战。文化差异、政策限制以及国际形势的不确定性都可能影响中国文化的国际传播和旅游消费的增长。因此，中国需要在继续推广其文化和旅游资源的同时，加强与国际社会的沟通和合作，以应对这些挑战。 人民币国际化的影响及其对美元汇率的潜在影响 在探讨中国媒体平台的国际化和旅游政策对全球市场的影响时，不可忽视的是人民币国际化进程对全球货币体系，特别是对美元的潜在影响。人民币国际化是中国经济全球化战略的重要组成部分，其对国际金融市场和货币体系的影响日益显著。 一、人民币国际化的推进 随着中国经济的快速增长和对外开放程度的加深，人民币在国际贸易和金融交易中的使用越来越广泛。中国政府采取了一系列措施推动人民币国际化，包括扩大人民币在跨境贸易和投资中的使用、推进人民币离岸市场的发展、以及将人民币纳入特别提款权（SDR）货币篮子等。 二、人民币国际化与旅游消费 中国媒体平台的国际化和旅游政策的放宽，为人民币国际化提供了新的推动力。随着越来越多的国际游客访问中国，他们在中国的消费活动越来越多地使用人民币进行交易，这不仅提高了人民币的国际流通性，也增强了人民币的国际地位。此外，随着中国文化的国际传播，越来越多的国际消费者接受和使用人民币，进一步推动了人民币的国际化。 三、对美元汇率的影响 人民币国际化对美元的影响是多方面的。首先，随着人民币使用范围的扩大，国际市场上对美元的依赖程度可能会逐渐减少，这可能会对美元的全球霸主地位构成挑战。其次，人民币国际化促进了中国与其他国家的双边货币互换协议，这些协议有助于减少交易双方对美元的依赖，从而在一定程度上减少了美元的国际需求。最后，随着人民币在国际金融市场上的地位提升，国际投资者可能会增加对人民币资产的持有，这也可能影响到美元资产的相对吸引力。 四、未来展望 尽管人民币国际化对美元构成了一定的挑战，但美元仍然是全球最主要的储备货币和交易媒介。人民币要想在短期内对美元产生实质性的冲击，还需要克服包括资本账户开放、汇率机制完善等一系列挑战。然而，长远来看，随着中国经济的持续增长和国际影响力的提升，人民币的国际地位可能会逐步提升，对美元的影响也将日益显现。 结论 综上所述，中国媒体平台的国际化和旅游政策的放宽，不仅促进了中国文化的国际传播和旅游消费的增长，也为人民币国际化提供了新的动力。人民币国际化进程的深化，可能会对全球货币体系，特别是对美元的地位产生一定的影响。未来，随着这一进程的不断推进，人民币可能会在国际金融市场中扮演更加重要的角色。 以上言论纯属个人猜想，如有雷同纯属巧合 Introduction In recent years, with the deepening of globalization, cultural exchange has become an important bridge connecting different countries and regions. China, as a country with a long history and rich culture, has been showcasing its unique cultural charm to the world through various means. Particularly with the aid of media and technology, the international dissemination of Chinese culture has made significant progress. This article will explore how China effectively promotes its domestic culture and tourism resources through media platforms like Xiaohongshu (Little Red Book) opening international registration and relaxing visa policies for multiple countries, thereby promoting international tourism consumption and accelerating its cultural internationalization process. I. The Internationalization Process of Chinese Media Platforms With the development of internet technology, media platforms have become an important means of cultural dissemination. Several Chinese media platforms, such as Xiaohongshu and Douyin (TikTok), not only have a large user base domestically but have also started attracting global users' attention through internationalization strategies. For example, Xiaohongshu's recent opening of international user registration has not only brought more diverse content creators to the platform but also allowed more international users to directly access authentic Chinese culture and daily life. II. Visa Policy Adjustments and the International Tourism Market To further promote cultural exchange and tourism consumption, the Chinese government is gradually relaxing visa policies for foreign tourists. These policy adjustments, such as visa exemptions and visas on arrival, have greatly facilitated foreign tourists traveling to China. This not only enhances China's attractiveness as a tourist destination but also helps international consumers experience China's history, culture, and modern development more deeply. III. The International Dissemination of Chinese Culture and Market Impact Through the internationalization of media platforms and the optimization of visa policies, the global influence of Chinese culture is gradually increasing. From traditional tea culture and martial arts to modern films, music, and fashion, China's unique cultural elements are being accepted and loved worldwide. This cultural dissemination not only enhances global recognition and favorability towards China but also promotes the international consumption of cultural products and tourism services. IV. Impact on the Global Tourism Consumption Market The international dissemination of Chinese culture and the opening of tourism policies have had a profound impact on the global tourism consumption market. Firstly, with more international tourists pouring into China, China's tourism industry has welcomed new growth points. Statistics show that international tourists' spending power is usually higher than that of domestic tourists, which is particularly significant for boosting local economies. Additionally, the increase in international tourists has driven the development of related industries such as aviation, hotels, and catering, further promoting local and national economic growth. V. Future Prospects and Challenges Although the internationalization of Chinese media platforms and the relaxation of tourism policies have brought many positive effects, China still faces some challenges in its future internationalization process. Cultural differences, policy restrictions, and uncertainties in the international situation may all affect the growth of China's cultural dissemination and tourism consumption. Therefore, China needs to strengthen communication and cooperation with the international community while continuing to promote its culture and tourism resources to address these challenges. The Impact of RMB Internationalization and Its Potential Effect on the USD Exchange Rate When discussing the impact of the internationalization of Chinese media platforms and tourism policies on the global market, it is essential to consider the potential impact of the RMB internationalization process on the global currency system, particularly the USD. RMB internationalization is an important part of China's economic globalization strategy, and its impact on the international financial market and currency system is becoming increasingly significant. I. Advancing RMB Internationalization With China's rapid economic growth and deepening openness, the use of RMB in international trade and financial transactions is becoming more widespread. The Chinese government has implemented a series of measures to promote RMB internationalization, including expanding the use of RMB in cross-border trade and investment, promoting the development of offshore RMB markets, and including the RMB in the Special Drawing Rights (SDR) currency basket. II. RMB Internationalization and Tourism Consumption The internationalization of Chinese media platforms and the relaxation of tourism policies provide new impetus for RMB internationalization. As more international tourists visit China, their consumption activities in China increasingly use RMB for transactions, which not only enhances the international circulation of RMB but also strengthens its international status. Moreover, as Chinese culture spreads internationally, more international consumers are accepting and using RMB, further promoting RMB internationalization. III. Impact on the USD Exchange Rate The impact of RMB internationalization on the USD is multifaceted. Firstly, as the scope of RMB usage expands, the global reliance on the USD may gradually decrease, potentially challenging the USD's global dominance. Secondly, RMB internationalization promotes bilateral currency swap agreements between China and other countries, which help reduce the reliance on the USD in transactions, thereby decreasing international demand for the USD to some extent. Finally, as RMB's status in the international financial market rises, international investors may increase their holdings of RMB assets, which could affect the relative attractiveness of USD assets. IV. Future Prospects Although RMB internationalization poses a certain challenge to the USD, the USD remains the world's primary reserve currency and transaction medium. For RMB to have a substantial impact on the USD in the short term, it needs to overcome challenges such as capital account liberalization and exchange rate mechanism improvement. However, in the long run, with China's continued economic growth and increasing international influence, the international status of RMB may gradually rise, and its impact on the USD will become increasingly evident. Conclusion In summary, the internationalization of Chinese media platforms and the relaxation of tourism policies not only promote the international dissemination of Chinese culture and the growth of tourism consumption but also provide new momentum for RMB internationalization. The deepening of the RMB internationalization process may have certain impacts on the global currency system, particularly on the USD's status. In the future, as this process continues to advance, RMB may play a more important role in the international financial market. Disclaimer: The above statements are purely personal conjecture, any resemblance to real events is purely coincidental.
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四大候选“安”字辈，谁能脱颖而出 "Four 'An' Generation Candidates: Who Will Rise从多个维度来分析这几家"安"字股票的投资价值与机遇（个人原创，请勿转载） 1. 安源煤业（600397） 行业背景：作为传统煤炭企业，受益于能源结构转型期煤炭需求仍具韧性。但要特别关注: 公司能否在智慧矿山、清洁煤炭利用等方面实现技术升级 产业链延伸布局，如煤化工、新材料等高附加值领域的拓展 环保政策对传统煤炭企业的约束与转型压力 2. 安凯客车（000868） 转型契机：新能源客车领域具备一定竞争力，关注以下几点： 纯电动、氢燃料电池等新能源客车产品线布局情况 与宁德时代等头部电池企业的合作深度 智能网联技术应用进展 海外市场拓展能力 3. 天安新材（603725） 发展潜力：新材料行业符合国家战略方向，重点观察： 高性能改性材料的研发进展 在新能源汽车、5G通信等新兴领域的市场渗透 产能扩张与技术创新的投入强度 与下游龙头企业的协同效应 4. 永安林业（000663） 转型空间：林业资源具有稀缺性，但需要关注： 林业碳汇市场的政策机遇把握 木材精深加工、生态旅游等产业升级方向 ESG投资趋势下的发展机遇 土地资源的价值释放潜力 成为牛股的关键要素分析： 1. 产业政策支持度 新能源、新材料、碳中和等国家战略导向 地方产业扶持政策的力度 行业监管政策的影响 2. 技术创新能力 研发投入强度与转化效率 核心技术团队的稳定性 知识产权布局情况 3. 市场竞争格局 细分领域的市场份额与增长空间 产业链议价能力 品牌影响力与客户认可度 4. 财务健康度 营收增长的可持续性 毛利率水平与趋势 现金流状况 资产负债结构 5. 管理团队执行力 战略规划的清晰度 资本运作能力 危机应对能力 6. 估值与市场表现 相对估值水平 股价技术面走势 机构持仓动向 市场情绪因素 投资建议： 1. 分散配置 不同"安"字股布局不同赛道 结合各自行业周期特点 控制单只个股仓位 2. 动态调整 密切关注产业政策变化 季报业绩验证 及时止损止盈 3. 长期跟踪 建立企业观察档案 定期复盘分析 把握重大转机 总体来看，这些"安"字股各具特色，都面临转型升级的机遇与挑战。能否成为真正的牛股，关键在于企业自身能否把握行业发展机遇，实现质的飞跃。投资者需要客观评估各家公司的基本面，结合市场环境，合理配置，严格风控。 提醒注意： 1. 以上分析仅供参考，投资需谨慎 2. 建议投资者深入研究个股基本面 3. 需要关注市场风险，合理控制仓位 4. 投资组合要适度分散，不可过于集中 I'll translate this comprehensive analysis of the "An" (安) character stocks into English, maintaining the depth and structure of the original text. Investment Value and Opportunities Analysis of "An" Stocks from Multiple Dimensions 1. Anyuan Coal Mining (600397) Industry Background: As a traditional coal enterprise, benefiting from resilient coal demand during energy structure transformation. Key focus points: - Whether the company can achieve technological upgrades in intelligent mining and clean coal utilization - Industrial chain extension and expansion into high-value-added fields like coal chemistry and new materials - Environmental policy constraints and transformation pressures on traditional coal enterprises 2. Ankai Bus (000868) Transformation Opportunities: Possessing certain competitiveness in new energy bus sector, focusing on: - Layout of pure electric and hydrogen fuel cell bus product lines - Depth of cooperation with top battery enterprises like CATL - Progress in intelligent networked technology applications - Overseas market expansion capabilities 3. Tian'an New Materials (603725) Development Potential: New materials industry aligns with national strategic direction, key observations: - R&D progress in high-performance modified materials - Market penetration in emerging fields like new energy vehicles and 5G communications - Investment intensity in capacity expansion and technological innovation - Collaborative effects with downstream industry leaders 4. Yong'an Forestry (000663) Transformation Space: Forest resources have scarcity, but need to focus on: - Capturing policy opportunities in the forest carbon sink market - Industrial upgrade directions like wood deep processing and ecological tourism - Development opportunities under ESG investment trends - Potential for land resource value release Key Factors for Becoming a High-Performance Stock: 1. Industrial Policy Support - National strategic guidance in new energy, new materials, carbon neutrality - Intensity of local industrial support policies - Impact of industry regulatory policies 2. Technological Innovation Capabilities - R&D investment intensity and conversion efficiency - Stability of core technical teams - Intellectual property layout 3. Market Competition Landscape - Market share and growth space in细分 segments - Industrial chain bargaining power - Brand influence and customer recognition 4. Financial Health - Sustainability of revenue growth - Gross profit margin levels and trends - Cash flow status - Asset-liability structure 5. Management Team Execution - Clarity of strategic planning - Capital operation capabilities - Crisis response capacity 6. Valuation and Market Performance - Relative valuation levels - Stock price technical trend - Institutional holding dynamics - Market sentiment factors Investment Recommendations: 1. Diversified Allocation - Layout different tracks among "An" stocks - Consider industry cycle characteristics - Control single stock position 2. Dynamic Adjustment - Closely monitor industrial policy changes - Verify quarterly performance - Timely stop-loss and profit-taking 3. Long-term Tracking - Establish enterprise observation files - Regularly review and analyze - Capture major transformation opportunities Overall Perspective: These "An" stocks each have unique characteristics and face transformation opportunities and challenges. The key to becoming a true high-performance stock lies in the enterprise's ability to seize industry development opportunities and achieve qualitative leaps. Investors need to objectively assess each company's fundamentals, consider market environment, allocate rationally, and strictly control risks. Important Reminders: 1. The above analysis is for reference only; investment requires caution 2. Investors are advised to conduct in-depth research on individual stock fundamentals 3. Market risks must be monitored, and positions reasonably controlled 4. Investment portfolios should be moderately diversified, avoiding excessive concentration​​​​​​​​​​​​​​​​
SSE:600397
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英国将加入亚洲贸易俱乐部，英镑或将引来春天英国将加入跨太平洋伙伴关系全面进展协定CPTPP 预计英国将与亚洲和太平洋地区的多个国家签署贸易协定，其中包括日本和澳大利亚。 英国是第一个加入的非创始国，并将成为仅次于日本的第二大经济体。 它的加入将使新集团的价值达到 11 万亿英镑。 作为曾经的欧盟成员国的一部分，英国已经与这些国家中的大多数达成协议，这些协议已被延续。 英国加入关键的好处是更容易进入彼此的市场，并承诺取消或减少 95% 的进口费用或关税。 除了贸易，成员身份意味着来自 CPTPP 国家的投资者在将资金投入其他成员国的项目时将获得与国内公司相同的待遇，这可能会使英国公司受益。 然而，与欧盟不同的是，CPTPP 既不是单一市场也不是关税同盟。因此，各国不需要有相同的法规和标准。 各国可以与其他国家达成自己的贸易协议，就像英国与欧盟达成的那样——尽管加入 CPTPP 与重新加入欧盟并不一致。 而且CPTPP 允许成员设定自己的保护级别，这不会损害英国的标准。 该协议将放宽对服务和数字贸易的限制，这符合英国的雄心，目前而言，内外界都认为加入 CPTPP 是英国脱欧后的象征性胜利。 Tips: CPTPP代表跨太平洋伙伴关系全面进展协定（Comprehensive and Progressive Agreement for Trans-Pacific Partnership），也称为“新版TPP”（Trans-Pacific Partnership），是一个贸易和投资协定，旨在促进亚太地区的自由贸易。 CPTPP最初是TPP（跨太平洋伙伴关系协定）的一部分，由12个国家签署。然而，在美国宣布退出TPP后，剩下的11个国家继续进行谈判，达成了CPTPP协定。这些国家包括澳大利亚、文莱、加拿大、智利、日本、马来西亚、墨西哥、新西兰、秘鲁、新加坡和越南。 CPTPP旨在降低各成员国之间的贸易壁垒，包括关税和非关税障碍。它还涉及知识产权、服务、投资和劳动等领域的规则和标准。CPTPP是一个具有重要战略和经济意义的协定，覆盖的国家占全球经济总量的约13%。
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链上交易数据&外网项目利好(2021.11.02早报)（一）、链上聚合资金流入榜（24h） UST $547,266 ALCX $470,806 *ERN $320,591 OVR $311,386 MASK $224,743 *LUNA $218,987 DERC $218,000 *RARE $216,191 aUSDC_v2 $198,646 LON $194,374 （二）、链上聚合资金流出榜（24h） aWETH_v2 -$7,446,606 DFYN -$805,227 aWBTC_v2 -$664,402 LUSD -$658,452 GRT -$434,447 EDEN -$357,056 MIM -$282,206 NFTX -$251,748 DOG -$185,579 BOSON -$163,199 （三）、ETH-TOP1K大户热买榜(24h) 币种 人均买入数量 人均卖出数量 人均净买入数量 ETH 6 10 -4 USDT 1,2000 4000 +8000 *SHIB 1,5720,9086 / +1,5720,9086 MANA 1602 / +1602 USDC 3925 1272 +2653 CHZ 2964 1,0000 -7036 ENJ 348 / +348 BAT 287 / +287 STORJ 120 / +120 STARL 413,5850 / +413,5850 （四）、ETH-TOP1K大户持仓榜(24h) 币种 人均持有量(上次扫描) 人均持有量(本次扫描) 人均持仓变化 ETH 3,7015 3,7024 +9.0 *SHIB 72,8523,3091 74,4244,2191 +1,5720,9100.0 OKB 1,9496 1,9496 +0.0 CRO 127,6170 127,6170 +0.0 WBTC 4 4 +0.0 HOT 1787,3119 1787,3119 +0.0 BEST 21,1735 21,1735 +0.0 LINK 6573 6530 -43.0 BTR 66,9886 66,9886 +0.0 USDC 16,2928 16,6645 +3717.0 （五）外网项目利好 一、快照空投类 (1) @Boba Network ($OMG) 与2021-11-02 05:59:51发布了: We've created a guide to help you with our upcoming Airdrop. It contains all the info pertaining to $BOBA Token Airdrop including how to qualify, prepare, bridge your wallet, and more. (2) @Boba Network ($OMG) 与2021-11-02 00:17:05发布了: Happy snapshot + Airdrop month, Bobarians! We’re thrilled to have @HanbitcoKr as the next exchange to support the $BOBA Airdrop Read more at (3) @Nexus Mutual 与2021-11-02 00:00:00发布了: Live Snapshot Votes 1) Approve and ratify the Hub Charter to establish the Investment Hub? Snapshot:2) Approve Investment Hub’s Budget Request for 750 NXM for 6-month period? Snapshot 二、流动性挖矿类 (1) @Mango 与2021-11-02 08:40:48发布了: @spuro69 @solana New liquidity mining program looking pretty good (2) @The Kava Platform 与2021-11-02 08:19:23发布了: AscendEX & KAVA will jointly roll out a limited-time promotional event to celebrate the launch of KAVA/USDX liquidity mining Users who deposit KAVA & USDX for the duration of the event will get a share of 10,000 $USDT worth of bonus $SWP tokens Period: Nov 1 - Nov 8 12 AM UTC (3) @The Kava Platform 与2021-11-02 08:19:23发布了: AscendEX has launched a liquidity mining service, which has integrated with Kava Swap. The liquidity mining service currently supports the $KAVA/$USDX liquidity pool. (4) @Serum 与2021-11-02 03:23:48发布了: 6/ Check out the full blog post here to learn more: (5) @Serum 与2021-11-02 03:23:47发布了: 2/ Serum’s native token, $SRM, will be allocated to participating AMMs to be distributed alongside each platform’s existing token incentives. The Liquidity Mining Program targets both new and existing projects that share liquidity with Serum for a range of major liquid pairs. 三、主网测试网类 (1) @Crypto.com 与2021-11-01 23:00:03发布了: Oct Updates: #FFTB Launch​​Matt Damon Partnership @Water 1M followers on Twitter Cronos Testnet SHIB & SHIBOSHIS Campaign New on Earn: ONE, FLOW, AVAX, SOL, LUNA 0 Fee Stablecoin Conversions on Exchange BTC and ETH Monthly Futures (2) @Algorand 与2021-11-01 22:44:37发布了: Looking forward to the launch of @exafinance’s peer-to-peer multi-asset exchange on #Algorand! Testnet coming soon (3) @EXA Finance 与2021-10-30 05:39:39发布了: We are happy to announce that the EXA Finance Incentivized Testnet is going live on November 15. Get Ready 四、发布类 (1) @Horizen 与2021-11-02 04:38:06发布了: We are excited to announce the publication of our first ever eBook titled What is Blockchain? An easy-to-understand guide by @robviglione and collaborators that simplifies the basics of blockchain and provides an overview of blockchain! Get details at (2) @Tezos 与2021-11-02 01:36:12发布了: The #GRAMMYs (#NFTs) are coming to #Tezos. @OneOfNFT, the #CleanNFT music marketplace, and @RecordingAcad entered into a 3-Year deal to debut digital collectibles and experiences celebrating Grammy winners and nominees. 五、质押类 (1) @Lido 与2021-11-01 23:28:41发布了: "The biggest reason against holding stETH used to be the opportunity cost of not being able to use it in Defi. This changes with the Maker integration, which allows anyone to stake their ETH and use it as collateral in a top DeFi protocol at the same time." -
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一天一家A股公司高管：上纬新材料科技股份有限公司董事长 彭志辉（稚晖君）当资本成为诗行：一位企业掌舵者的价值投资叙事 一、基本信息 彭志辉，1993年出生于江西吉安永新县高溪乡梅花村，中国国籍，硕士研究生学历，电子科技大学通信与信息系统专业毕业。他拥有正高级工程师职称，是科技圈知名KOL，因擅长研发硬核机器人及科技创作，被粉丝称为“稚晖君”“野生钢铁侠”。 二、教育背景​ 本科：2015年毕业于电子科技大学生命科学与技术学院； 硕士：2018年毕业于电子科技大学信息与通信工程学院。 三、职业经历​ 彭志辉的职业轨迹涵盖科技企业任职与创业，核心经历如下： OPPO研究院：毕业后，他加入OPPO研究院AI实验室，担任算法工程师，从事AI相关技术研发。 华为技术有限公司：2020年，彭志辉通过七轮面试加入华为“天才少年”计划（最高档年薪201万元），入职计算产品线昇腾部门，主要研究方向为AI边缘异构计算领域。2022年底，他从华为离职。 智元机器人创业：2023年2月，彭志辉与原华为公司副总裁、计算产品线原总裁邓泰华等联合创立智元机器人（全称“上海智元新创技术有限公司”），担任联合创始人、总裁兼CTO。智元机器人专注于具身智能机器人研发，其首款人形机器人“远征A1”于2023年8月亮相，后续推出“灵犀X2”等系列产品。 上纬新材董事长：2025年11月25日，上纬新材通过董事会换届选举，彭志辉当选为第四届董事会董事长，并担任公司战略与可持续发展委员会主任委员。此次任职与智元机器人入主上纬新材的资本运作相关（2025年7月，智元机器人拟通过“协议转让+要约收购”方式获取上纬新材控制权）。 四、其他身份与荣誉​ 科技KOL：彭志辉是B站“顶流”科技UP主，截至2025年3月，B站粉丝超269万人，微博粉丝超100万人。其发布的《自动驾驶自行车》《钢铁侠迷你机械臂》等视频获广泛关注，其中《自动驾驶自行车》获“Java之父”詹姆斯·高斯林点赞。 社会任职：担任工业和信息化部人形机器人标准化技术委员会副主任委员、上海证券交易所科技创新咨询委员会委员等职务。 荣誉称号：曾获“哔哩哔哩2021年度百大UP主”“2023胡润U30中国创业先锋”“2025中国年度AI人物”“2025福布斯U40”等荣誉。 I. Basic Information Peng Zhihui was born in 1993 in Gaoxi Township, Yongxin County, Ji'an City, Jiangxi Province, China. He holds a Chinese nationality and a master's degree in Communication and Information Systems from the University of Electronic Science and Technology of China (UESTC). He has the title of Senior Engineer (正高级工程师) and is a well-known tech KOL in the industry, nicknamed "Zhìhuī Jūn" (野生钢铁侠, "Wild Steel Hero") by fans for his expertise in developing hard-core robots and tech innovations. II. Educational Background • Undergraduate: Graduated from the School of Life Science and Technology, UESTC in 2015. • Master's Degree: Graduated from the School of Information and Communication Engineering, UESTC in 2018. III. Professional Experience Peng Zhihui's career spans technology enterprises and entrepreneurship, with key roles including: 1. OPPO Research Institute: After graduation, he joined the AI Lab of OPPO Research Institute as an algorithm engineer, focusing on R&D in artificial intelligence. 2. Huawei Technologies: In 2020, he joined Huawei's "Genius Youth Program" (the highest tier with an annual salary of 2.01 million yuan) through seven rounds of interviews. He served as an algorithm engineer in the Computing Product Line's Ascend Division, researching AI edge heterogeneous computing. He left Huawei at the end of 2022. 3. Zhiyuan Robotics (Shanghai Zhiyuan New Innovation Technology Co., Ltd.): In 2023, he co-founded Zhiyuan Robotics with Deng Taihua (former Vice President of Huawei and President of Huawei's Computing Product Line) and others. He serves as Co-founder, President, and CTO. The company focuses on R&D of embodied intelligent robots; its first humanoid robot, "Yuanzheng A1," was unveiled in August 2023, followed by subsequent products such as "Lingxi X2." 4. Swancor Advanced Materials Co., Ltd. (上纬新材): On November 25, 2025, Swancor Advanced Materials (a Shanghai-listed company specializing in new materials) held a board of directors election, and Peng Zhihui was elected Chairman of the Fourth Board of Directors and Director of the Strategic and Sustainable Development Committee. This appointment is related to Zhiyuan Robotics' capital operation to take control of Swancor: in July 2025, Zhiyuan Robotics planned to acquire a controlling stake in Swancor through "agreement transfer + tender offer." IV. Other Identities and Honors • Tech KOL: He is a top tech UP主 on Bilibili, with over 2.69 million followers (as of March 2025) and over 1 million followers on Weibo. His videos, such as Autonomous Bicycle and Steel Hero Mini Mechanical Arm, have received widespread attention; Autonomous Bicycle was praised by James Gosling (the "Father of Java"). • Social Positions: He serves as Vice Chairman of the Humanoid Robot Standardization Technical Committee of the Ministry of Industry and Information Technology (MIIT) and a member of the Science and Technology Innovation Consulting Committee of the Shanghai Stock Exchange. • Honors: He has received titles such as "Bilibili 2021 Top 100 UP主," "2023 Hurun China U30 Entrepreneur," "2025 China Annual AI Figure," and "2025 Forbes U40." This profile integrates information from multiple authoritative sources, including company announcements, media reports, and official websites, to provide a comprehensive overview of Peng Zhihui's background, career, and achievements.
SSE:688585
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