从长虹到长鑫：A股“一哥”35年更迭背后的中国经济转型路
7月27日，国产DRAM（动态随机存取存储芯片）龙头长鑫科技（688825.SH）正式登陆上交所科创板，上市首日便改写A股历史。截至收盘，长鑫科技报49.00元，较8.66元的发行价大涨465.82%，总市值达3.28万亿元，一举超越工商银行登顶A股市值总榜，成为A股开市35年来首家摘得市值桂冠的…
2026-08-01
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分类
宏观策略
追踪货币政策、财政政策、汇率、通胀与增长变量，解释其对股票、债券、商品和外汇的传导。
2025年地方养老基金投资收益率5.76% 社保基金会：坚定看好中国经济发展前景
● 本报记者 昝秀丽 全国社会保障基金理事会8月1日发布的《基本养老保险基金受托运营年度报告（2025年度）》显示，地方养老基金2025年投资收益额1420.71亿元，投资收益率5.76%。 社保基金会相关负责人表示，社保基金会坚定看好中国经济发展前景，积极把握国内资本市场受重大事件冲击带来的回调…
2026-08-01
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US Treasury yield curve 'twist' reflects view Fed may not hike again
US Treasury yield curve 'twist' reflects view Fed may not hike againBy Gertrude Chavez-DreyfussJuly 31, 20268:31 PM GMT+8Updated 13 hours agoThe Fede…
2026-07-31
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新动能贡献经济增长超四成，解码中国平安的“新质资本论”
长征十号乙运载火箭成功实现一子级可控回收，国产大模型Kimi K3开源引爆AI产业，“九章四号”刷新光量子信息技术世界纪录……今年以来，商业航天、AI、量子科技等前沿赛道接连迎来关键突破。 以高端制造、数字经济、现代服务为代表的“新动能”正成为拉动中国经济增长的新引擎。国家统计局数据显示，今年上半…
2026-07-31
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Trump convenes Cabinet at Camp David amid simmering Iran war
Trump convenes Cabinet at Camp David amid simmering Iran warBy Steve HollandJuly 31, 20266:05 PM GMT+8Updated 9 hours agoItem 1 of 5 U.S. President D…
2026-07-31
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Fed chief Warsh faces hard choice on inflation after bond market's 'red flag'
Fed chief Warsh faces hard choice on inflation after bond market's 'red flag'By Ann SaphirJuly 31, 20266:03 PM GMT+8Updated 8 hours agoU.S. Federal R…
2026-07-31
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Tariff provisions could doom long-awaited Russia sanctions bill
Tariff provisions could doom long-awaited Russia sanctions billBy Andrea Shalal and Patricia ZengerleJuly 31, 20266:03 PM GMT+8Updated 8 hours agoA g…
2026-07-31
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Illicit Iranian gambling network helped pull off a $4 billion sanctions dodge
A REUTERS SPECIAL REPORTIllicit Iranian gambling network helped pull off a $4 billion sanctions dodgeREUTERS/Illustration/Catherine TaiA Dubai-based…
2026-07-31
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Even at the beach, it's hard for Russians to escape the war
Even at the beach, it's hard for Russians to escape the warBy ReutersJuly 31, 20264:02 PM GMT+8Updated 17 hours agoSummaryTourists say security plann…
2026-07-31
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Old national debt warnings are new again
COMMENTARYBreakingviewsOld national debt warnings are new againEdward ChancellorJuly 31, 20261:00 PM GMT+8Updated 21 hours agoIllustration shows U.S.…
2026-07-31
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