好处利空晚报|AI总龙头遭减持！黄仁勋套现3亿元英伟达股票；央行狂买千亿元黄金
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">为投资者</strong></span><span style="color: black;"><strong style="color: blue;"><strong style="color: blue;"><span style="color: black;">供给</span><strong style="color: blue;">专业<span style="color: black;">新闻</span>服务</strong></strong></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">新闻</span>传递价值，专业<span style="color: black;">伴同</span>成长！</strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">——腾讯官方证券投资平台</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><a style="color: black;"><span style="color: black;"><img src="https://mmbiz.qpic.cn/mmbiz_png/cSPzzSq9y4uwkcDBlNx1mv5q3Vym7jO2jYlkCF4geeDpmXWial0yvWbTmu8Z4Ricd2RceaMDibbFu5QersrTv5FRQ/640?wx_fmt=png&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></span></a></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_jpg/cSPzzSq9y4su8corFWicuNCW1d2qBHbEGZl1Sf2cA0Qt5rzLRhQcZbzIjyAMiaktQibicLHicuOU9wyCCRiau0mnsDXw/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">一块</span>来和自选哥看周四晚间的重磅<span style="color: black;">资讯</span>：</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">1、 AI总龙头遭减持！<span style="color: black;">英伟达CEO黄仁勋套现3亿元英伟达股票；</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">2、 购金<span style="color: black;">需要</span>强劲！我国黄金<span style="color: black;">贮存</span>连续第十个月<span style="color: black;">提升</span>，合计买入千亿元。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">3、疯狂星期四，A股大跳水！8连板我乐家居道歉了。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">先来<span style="color: black;">瞧瞧</span>AI总龙头英伟达突发利空的事儿！</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">当地时间周三，美国SEC披露的文件<span style="color: black;">表示</span>，英伟达董事长兼CEO黄仁勋于1日、5日和6日兑现期权，<span style="color: black;">每日</span>卖出29,688股英伟达股票，合计卖出约8.91万股。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">倘若</span><span style="color: black;">根据</span>三个交易日均价480.37美元/股来算，</span><span style="color: black;"><strong style="color: blue;"><span style="color: black;">黄仁勋套现约4280万美元，合计人民币3.12亿元</span></strong><span style="color: black;">。受此影响，英伟达股价跌超3%。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">搭上AI的东风，今年<span style="color: black;">败兴</span>英伟达辉煌极了，股价一路上涨，<span style="color: black;">日前</span>市值维持在万亿美元之上，随着股价的<span style="color: black;">大涨</span>，创始人兼CEO黄仁勋的资产<span style="color: black;">亦</span><span style="color: black;">持续</span><span style="color: black;">增多</span>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">自选股不禁想说，此时</span><span style="color: black;">高位套现，果然<span style="color: black;">仅有</span>拿到手里的钱才算钱啊！而<span style="color: black;">此刻</span>一听“减持”这个词炒股的网友们<span style="color: black;">亦</span>坐不住了。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_jpg/cSPzzSq9y4vaFHZ9hCUynmuYQOgMg75wTiatODrsM5nrwXWjH5icFKHiaTl8uhyBG9gyARXiavNHrzd331JibpqDjNw/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">当<span style="color: black;">大众</span>还在还在讨论AI何时<span style="color: black;">泡泡</span>时？聪明人早就将钱套跑了。近期人工智能总体表现<span style="color: black;">亦</span><span style="color: black;">不良</span>，此时来个大利空，不<span style="color: black;">晓得</span>周五的AI赛道又将何去何从啊？</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">再<span style="color: black;">来讲</span>说热门题材方面，我国央行连续第十个月<span style="color: black;">增多</span>黄金<span style="color: black;">贮存</span>！</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">中国央行数据<span style="color: black;">表示</span>，</span><strong style="color: blue;"><span style="color: black;">中国8月末黄金<span style="color: black;">贮存</span>报6962万盎司(约2165.43吨)，环比<span style="color: black;">增多</span>93万盎司(约28.93吨)，为连续第十个月<span style="color: black;">增多</span></span></strong><span style="color: black;">。<span style="color: black;">如按区间均价计算，累计增持总额约976亿元。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">接下<span style="color: black;">来讲</span>说市场，用一句话来总结<span style="color: black;">便是</span>，<strong style="color: blue;">“疯狂的星期四”！</strong>A股大跳水，内资外资合力砸盘，市场<span style="color: black;">心情</span>到达冰点，两市红盘个股不足500只，科创50暴跌近4%！</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_jpg/cSPzzSq9y4vaFHZ9hCUynmuYQOgMg75w0qW8AqIniaEuzGl0eEhTk8rhT2FgvyjULNssRnmjXJEKsW0azNtl8rQ/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">一块</span>和自选哥<span style="color: black;">瞧瞧</span><span style="color: black;">原由</span>：</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">据中国基金报，第<span style="color: black;">1、</span>受上一交易日美股跳水拖累，美国股市周三大跌，因投资者看到美国经济可能正在加速增长的新迹象，这加剧了对通胀的担忧。（一切责任在美方）</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">第<span style="color: black;">2、</span>北上资金又卖出了70多亿。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">第<span style="color: black;">3、</span>人民币汇率又跌到了7.33。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">这市场，自选哥看到有股民说，“除了老胡以外，<span style="color: black;">此刻</span>谁还敢进股市投资？”，据老胡透漏，上午大幅加仓了，<span style="color: black;">日前</span><span style="color: black;">已然</span><span style="color: black;">处在</span>满仓状态。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">但市场不争气，<span style="color: black;">已然</span>搞得老胡<span style="color: black;">亦</span><span style="color: black;">起始</span><span style="color: black;">起始</span>骂人了。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_jpg/cSPzzSq9y4vaFHZ9hCUynmuYQOgMg75wjCwCPT7ToIyKG1xHFFL6q5mzFX0oeKGaeVJJRcSSDicLpYpKupjx4Jg/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">老胡<span style="color: black;">心情</span><span style="color: black;">为么</span><span style="color: black;">失去控制</span>，<span style="color: black;">仅有</span>A股股民<span style="color: black;">才可</span>理解吧......</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_jpg/cSPzzSq9y4vaFHZ9hCUynmuYQOgMg75wf0Ibr5MscDgibiaoT64W5h1bvhmibqyRLPfj9chNfGKUfibfOC1BPvicKBA/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">最后再来谈谈越来越热闹的我乐家居，股东“清仓式减持”7%股份后，上交所火速下发监管函。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_jpg/cSPzzSq9y4vaFHZ9hCUynmuYQOgMg75w4EXDYgGq8XXJPamqHMGHM1NAgaaUg8Biag18HsafBatPrXicaziaLpD9Q/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">更有意思的是这一天的走势，我乐家居高开近3%，早盘还一度冲高超7%，随后跳水全天单边杀跌，最后尾盘跌停了。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">自选哥<span style="color: black;">不睬</span>解，股东都一键清仓了，这种<span style="color: black;">状况</span>都能高开，佩服买入的勇士！</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_jpg/cSPzzSq9y4vaFHZ9hCUynmuYQOgMg75wvQSdPS1zIvUsfF0o4icycloAqPX2ATh1B5sWfQiaqqjUpcHnf0OwORFQ/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">日前</span>证监会已经出手立案调查了，此类事件监管以后应该是会更加严格了。</span><span style="color: black;">据央广网，有知情人士透露，<span style="color: black;"><span style="color: black;">针对</span>“处罚痛感不强”的问题，监管<span style="color: black;">分部</span>正在对<span style="color: black;">关联</span>规则进行<span style="color: black;">科研</span>。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">晚间我乐家居<span style="color: black;">亦</span>回复了上交所监管工作函：于范易及其一致行动人将尽快购回<span style="color: black;">这次</span>违规的超额减持股份，若此部分股份购回<span style="color: black;">触及</span>收益所得将<span style="color: black;">所有</span>归上市<span style="color: black;">机构</span>所有。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">同期</span>，我乐家居<span style="color: black;">颁布</span>了于范易等减持<span style="color: black;">状况</span>，逾7%的股份是2天抛完的，周三又狂卖了近6.2%。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">那样</span>，这一番大动作，我乐家居后续股价<span style="color: black;">怎样</span>走？欢迎<span style="color: black;">大众</span>投票，<span style="color: black;">或</span>留言区讨论。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_jpg/cSPzzSq9y4su8corFWicuNCW1d2qBHbEG749sdKzjQz1oFBUINJBqtoWibOXIib7Npjn70SmPn3F0BHAm8JkfUzmA/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">自选哥梳理市场关注的投资机会<span style="color: black;">发掘</span>，新能源车、旅游等概念受到关注。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">1、上海扩大汽车更新消费：油车<span style="color: black;">补助</span>2800元 电车<span style="color: black;">补助</span>1万元</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">上海<span style="color: black;">发帖</span><span style="color: black;">叫作</span>，自2023年8月1日至2023年12月31日，个人消费者购买燃油小客车新车，注册<span style="color: black;">运用</span>性质为非营运的，可申请一次性2800元购车<span style="color: black;">补助</span>。购买纯电动小客车新车，注册<span style="color: black;">运用</span>性质为非营运的，可申请一次性10000元购车<span style="color: black;">补助</span>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">2、8天超级长假将至，国内旅游预订已开启<span style="color: black;">火热</span>趋势</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">距离“超级黄金周”还剩二十余天，国庆出游<span style="color: black;">需要</span>热度已<span style="color: black;">显现</span>上扬势头。<span style="color: black;">做为</span>万众期待的“双节合一”8天长假，不少旅游<span style="color: black;">兴趣</span>者早早<span style="color: black;">起始</span>预订酒店、机票等旅游<span style="color: black;">制品</span>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">携程平台发布的报告<span style="color: black;">表示</span>，<span style="color: black;">截止</span>9月6日，国内旅游<span style="color: black;">制品</span>预订量同比去年增长近5倍，<span style="color: black;">近期</span><span style="color: black;">1星期</span>下单量环比上周增长63%。机票、民宿等业态的周环比增长均超过50%，景区门票则翻倍上涨。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">除此之外，以下板块<span style="color: black;">亦</span>值得关注：</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">3、XR|Meta本月发布XR新品 硬件端新品频出有望推动应用端落地</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">4、镁|库存<span style="color: black;">连续</span>低位叠加<span style="color: black;">需要</span>良好 国内镁价<span style="color: black;">连续</span>上涨</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">5、6G|最前沿 我国自主<span style="color: black;">开发</span>6G太赫兹通信系统</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">6、AI安全|中国电信、蚂蚁、华为、百度、字节跳动等30余<span style="color: black;">公司</span><span style="color: black;">一起</span>发起AI安全工作组。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_jpg/cSPzzSq9y4su8corFWicuNCW1d2qBHbEGxhWRoztbYIm7mGSqyIJhgYkzzU156vThf8bnkb8LiafKSHibZarqMIZQ/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">偏正面方面，自选哥提示关注永和股份子<span style="color: black;">机构</span>获采矿许可证等；偏<span style="color: black;">消极</span>公告方面，<span style="color: black;">重视</span>农尚环境收警示函等。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">偏正面公告</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">1、永和股份：全资子<span style="color: black;">机构</span>取得采矿许可证，<span style="color: black;">加强</span><span style="color: black;">机构</span>萤石资源<span style="color: black;">保证</span>能力</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">2、亿纬锂能：子<span style="color: black;">机构</span>将为通用汽车<span style="color: black;">机构</span><span style="color: black;">供给</span>汽车用12V锂电池系统</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">3、蒙草生态：<span style="color: black;">机构</span><span style="color: black;">签定</span>2.25亿元道路<span style="color: black;">提高</span>改造工程合同</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">4、多氟多：拟以1.51亿元-3亿元回购股份</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">5、华熙生物：拟以2亿元-3亿元回购股份</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">6、长春高新：拟以1.5亿元-2亿元回购股份</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">偏<span style="color: black;">消极</span>公告</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">1、6天5板华映科技：<span style="color: black;">机构</span>经营<span style="color: black;">状况</span>及内<span style="color: black;">外边</span>经营环境未<span style="color: black;">出现</span>重大变化</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">2、</span><span style="color: black;">农尚环境：</span><span style="color: black;">收到湖北证监局警示函</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">3、新城控股：8月份实现合同<span style="color: black;">营销</span>金额比上年同期下降36.32%</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">4、克明食品：子<span style="color: black;">机构</span>8月份生猪<span style="color: black;">营销</span>收入2896万元 同比、环比均下降</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">5、湘佳股份：8月份活禽<span style="color: black;">营销</span>收入同比降21.51%</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">6、合富中国：1-8月合并营业收入同比降7.34%</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">7、恒宝股份：信息披露违法 证监会拟对<span style="color: black;">机构</span>处以500万元罚款</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_jpg/cSPzzSq9y4su8corFWicuNCW1d2qBHbEGdKA5jWjWic6vfYVZfH20W8f83LmicTrnwEhqVr8GutOLsF60oYIg5pkQ/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">1、AI总龙头突发利空！黄仁勋卖出8.9万股英伟达股票 套现3亿元</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">重要程度：★★★★★</span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">当地时间周三，美国SEC披露的文件<span style="color: black;">表示</span>，英伟达董事长兼CEO黄仁勋于1日、5日和6日兑现期权，<span style="color: black;">每日</span>卖出29,688股英伟达股票，合计卖出约8.91万股。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">倘若</span><span style="color: black;">根据</span>三个交易日均价480.37美元/股来算，黄仁勋套现约4280万美元，合计人民币3.12亿元。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">2、购金<span style="color: black;">需要</span>强劲！我国黄金<span style="color: black;">贮存</span>连续十个月<span style="color: black;">提升</span></span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">重要程度：★★★★</span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">中国央行数据<span style="color: black;">表示</span>，中国8月末黄金<span style="color: black;">贮存</span>报6962万盎司(约2165.43吨)，环比<span style="color: black;">增多</span>93万盎司(约28.93吨)，为连续第十个月<span style="color: black;">增多</span>。</span><strong style="color: blue;"><span style="color: black;">如按区间均价计算，累计增持总额约976亿元</span></strong><span style="color: black;">。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">国信证券指出，复盘黄金股股价走势，其涨跌与黄金价格走势紧密<span style="color: black;">关联</span>，金价上行过程会提振黄金的投资<span style="color: black;">需要</span>，黄金股易享受到业绩与估值同步<span style="color: black;">提高</span>的乘数效应，表现出较金价更大的弹性。</span><strong style="color: blue;"><span style="color: black;">推荐赤峰黄金、山东黄金、中金黄金、紫金矿业</span></strong><span style="color: black;">。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">3、违规减持打击力度加大！监管正在<span style="color: black;">科研</span>处罚规则“痛感不</span></strong><strong style="color: blue;"><span style="color: black;">强”问题</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">重要程度：★★★★</span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">监管<span style="color: black;">针对</span>违规减持的打击力度正在<span style="color: black;">快速</span>加大！</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">近期东方时尚、我乐家居等<span style="color: black;">显现</span>违规减持的情形，并且<span style="color: black;">导致</span>股民众怒。有知情人士对央广资本眼透露，<span style="color: black;">针对</span>“处罚痛感不强”的问题，监管<span style="color: black;">分部</span>正在对<span style="color: black;">关联</span>规则进行<span style="color: black;">科研</span>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">4、八连板牛股跌停！股东“清仓式”减持遭证监会立案，<span style="color: black;">公司</span>抛售1.66亿元</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">重要程度：★★★</span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">9月7日，遭证监会立案调查，此前斩获八连板的我乐家居尾盘跌停，盘后龙虎榜数据<span style="color: black;">表示</span>，一<span style="color: black;">公司</span>净卖出1.66亿元，东兴证券股份有限<span style="color: black;">机构</span>晋江和平路证券营业部买入6997万元。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">我乐家居股东<span style="color: black;">回复</span><span style="color: black;">叫作</span>，尽快购回超额减持股份，收益所得将<span style="color: black;">所有</span>归上市<span style="color: black;">机构</span>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">5、上海：<span style="color: black;">调节</span>本市住房公积金购买存量住房最长贷款期限 10月7日起实施</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">重要程度：★★★</span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">上海官方<span style="color: black;">发帖</span><span style="color: black;">叫作</span>，对借款人购买6（含）至35年之间房龄的存量住房的住房公积金最长贷款期限进行<span style="color: black;">调节</span>。<span style="color: black;">这次</span>政策<span style="color: black;">调节</span>自2023年10月7日起正式实施。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">其中，所购存量住房房龄为6（含）至20年之间的，住房公积金最长贷款期限从原来的不超过“35减房龄”的计算规则<span style="color: black;">调节</span>为不超过30年；</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">所购存量住房房龄为20（含）至35年之间的，住房公积金最长贷款期限从原来的不超过15年<span style="color: black;">调节</span>为不超过“50减房龄”。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">太长看不懂？自选哥一句话点评：<span style="color: black;">好处</span>老破小房源。说白了<span style="color: black;">便是</span>楼龄大的房子，贷款年限<span style="color: black;">能够</span>更长了。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">6、北京公积金贷款仍执行认房认贷政策</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">重要程度：★★★</span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">从北京住房公积金热线<span style="color: black;">认识</span>到，<span style="color: black;">日前</span><span style="color: black;">相关</span><span style="color: black;">分部</span>出台的“认房不认贷”政策，针对的是银行业金融<span style="color: black;">公司</span>的<span style="color: black;">商场</span>性个人住房贷款，北京住房公积金贷款政策未做<span style="color: black;">调节</span>，仍执行“认房又认贷”政策。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">这<span style="color: black;">寓意</span>着，<span style="color: black;">倘若</span>购房者在<span style="color: black;">外区</span>有1笔房贷记录后，再想在北京用公积金贷款买房，则要执行二套房贷款政策，即购买普通房<span style="color: black;">最少</span>需要60%的首付比例。<span style="color: black;">不外</span>，<span style="color: black;">倘若</span>该购房者愿意<span style="color: black;">运用</span><span style="color: black;">商场</span>贷款买房，<span style="color: black;">那样</span>，<span style="color: black;">亦</span><span style="color: black;">能够</span>按<span style="color: black;">商场</span>银行的首套房贷政策执行。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">7、第四批高值医用耗材国家集采来了 <span style="color: black;">触及</span>人工晶体和骨科运动医学类耗材</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">重要程度：★★★</span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">据说</span>，国家组织高值医用耗材联合采购办公室7日下<span style="color: black;">发帖</span>件，<span style="color: black;">通告</span>各成员单位召开会议，会议内容<span style="color: black;">包含</span>介绍第四批国家组织耗材集中带量采购后续工作安排，<span style="color: black;">安排</span>医疗<span style="color: black;">公司</span>报量等。据文件，第四批高值耗材国家集采品种<span style="color: black;">触及</span>人工晶体和骨科运动医学类高值耗材。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">除此之外，以下<span style="color: black;">信息</span><span style="color: black;">亦</span>值得关注：</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">8、大连：解除限购政策 放开限售政策。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">9、国家发展改革委、证监会加强铁矿石价格形势分析和市场监管。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">十、</span>深圳：支持符合<span style="color: black;">要求</span>的企业到境外上市，支持<span style="color: black;">优秀</span>红筹企业回归A股上市。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">11、瑞幸：酱香拿铁原料断货，将再向茅台采购飞天茅台酒。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">12、十四届全国人大常委会立法规划发布，金融稳定法已提请审议。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_jpg/cSPzzSq9y4su8corFWicuNCW1d2qBHbEG2RNgTYzb2mXK6jVkqUMRdibQibolvJ13uia1RiaIEltNy0WDRqcBGLRd4A/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">1、美股走低！科技巨头大跌 中概股重挫</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">美股三大指数涨跌不一，随后震荡走低，<span style="color: black;">截止</span>22:30发稿，道指跌0.11%，纳指跌1.2%，标普500指数跌0.6%；美股科技股走低，高通跌超5%，苹果跌超3%，英伟达跌3%，特斯拉跌超2%。</p>纳斯达克中国金龙指数跌近5%，热门中概股普跌，老虎证券跌9%，贝壳跌超8%，哔哩哔哩跌超7%，小鹏汽车、拼多多跌超6%，阿里巴巴、京东、爱奇艺、富途跌超5%，百度、蔚来跌超4.5%，新东方跌超3%。
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">2、就业市场依然<span style="color: black;">稳妥</span>！美国初请失业金人数降至四周<span style="color: black;">败兴</span>最低水平</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">美国上周初请失业金人数再次下降，<span style="color: black;">显示</span>尽管就业市场降温，但裁员人数仍然很低。周四<span style="color: black;">颁布</span>的数据<span style="color: black;">表示</span>，美国<span style="color: black;">截止</span>9月2日当周初请失业金人数为21.6万，为2月初<span style="color: black;">败兴</span>的最低水平，<span style="color: black;">小于</span>市场预期的23.4万，<span style="color: black;">同期</span><span style="color: black;">亦</span>是连续第四周下降。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">数据<span style="color: black;">显示</span>，稳健的招聘和有限的裁员为消费者<span style="color: black;">供给</span>了保持支出的必要资金，<span style="color: black;">加强</span>了人们对美国经济能够避免衰退的<span style="color: black;">阳光</span><span style="color: black;">心情</span>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">3、德国真要<span style="color: black;">作为</span>“绩差生</span><span style="color: black;">”了吗？这两项经济指标7月数据双双下滑</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">德国威斯巴登统计局周四（9月7日）<span style="color: black;">颁布</span>的数据<span style="color: black;">表示</span>，</span><strong style="color: blue;"><span style="color: black;">德国7月产出较6月份下降0.8%</span></strong><span style="color: black;">，而经济学家的预测中值为下降0.4%。产出数据是去年12月<span style="color: black;">败兴</span>的最低水平。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">就在这一产出数据发布的前一天，德国7月工厂订单<span style="color: black;">亦</span>创下自2020年疫情最严重<span style="color: black;">败兴</span>的最大跌幅。</span></p>
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