荡寇风云
Filing period for New Hampshire presidential primary opens_我的网站

一 | CONCORD, N.H. -- The New Hampshire presidential primary filing period starts Wednesday, a ritual unruffled by either a changing of the guard or changes to the nominating calendar elsewhere.For the first time in more than four decades, candidates will file paperwork with a new secretary of state thanks to the retirement last year of longtime elections chief Bill Gardner. But his successor, David Scanlan, is carrying on the tradition of ensuring New Hampshire remains first, waiting for the dust to settle in other states before scheduling the 2024 contest.“I’m really in no hurry,” he said in an interview Tuesday.In contrast, the candidates themselves — particularly the longshots — often are in a race to sign up first in hopes that a bit of media attention will boost their campaigns. In 1991, a writer from New York drove 11 hours in a snowstorm only to find another perennial candidate waiting at the door. In 2007, a Minnesota fugitive living in Italy sent a package by courier that arrived just before an ex-convict embarked on a 90-minute rant that included five costume changes.Current candidates have until Oct. 27 to sign up, and dozens are expected to do in part because it’s relatively cheap and easy. They need only meet the basic requirements to be president, fill out a one-page form and pay a $1,000 filing fee.In 2020, 33 Democrats and 17 Republicans signed up. The all-time high was 1992, when 61 people got on the ballot. But this cycle could be notable instead for whose name isn’t on the ballot.New Hampshire, with its state law requiring its primaries to be held first, is defying the Democratic National Committee’s new primary calendar which calls for South Carolina to kick off voting on Feb. 3, followed by New Hampshire and Nevada. The shakeup came at the request of President Joe Biden in a bid to empower Black and other minority voters crucial to the party’s base.Biden’s campaign won’t comment on whether he will be on the ballot in New Hampshire. But he wouldn’t be the first reelection-seeking incumbent missing from the primary ballot: President Lyndon Johnson won the 1968 Democratic primary as a write-in, though a shockingly strong-second place showing by Sen. Eugene McCarthy helped push him out of the race.Scanlan, who served as deputy secretary of state for 20 years, said he was excited to welcome candidates starting Wednesday. Like his predecessor, he plans to greet them with a few encouraging words, but don’t expect the obscure trivia Gardner often added.“I don’t have any history lessons planned,” Scanlan said. “That was Bill’s style, and he was really, really good at it.”。 在市场震荡调整之时,资金持续涌入ETF。8月19日以来,股票型ETF净流入超670亿元,其中宽基ETF成为“吸金”主力。 超670亿元扫货ETF 据Choice测算,8月25日,股票型ETF净流入158.74亿元。其中,创业板ETF易方达净流入23.48亿元,中证500ETF南方净流入19.21亿元,中证1000ETF南方、科创50ETF华夏、科创半导体ETF华夏等净流入均超10亿元。 拉长期限来看,8月19日至8月25日,短短5个交易日,股票型ETF净流入673.21亿元。其中,宽基ETF成为“吸金”主力。具体来看,科创50ETF华夏净流入80.99亿元,沪深300ETF华泰柏瑞净流入63.11亿元,创业板ETF易方达净流入63.06亿元。

二 | 此外,科创50ETF易方达、上证50ETF华夏等净流入均超27亿元。

三 | 半导体主题ETF关注度高企。8月19日至8月25日,科创半导体ETF华夏净流入57.15亿元,半导体设备ETF国泰净流入18.44亿元,半导体设备ETF易方达净流入16.81亿元,芯片ETF华夏、科创芯片ETF嘉实等净流入均超10亿元。
从近期新成立ETF的持有人结构来看,机构投资者频频现身。其中,华夏中证A股ETF上市交易公告书显示,截至8月21日,该ETF前十名基金份额持有人包括洛书恒享CTA2号私募证券投资基金、长城证券、华泰证券等机构。
更多增量资金可期,近期ETF新品密集上报。8月21日,华宝基金、永赢基金、招商基金等9家基金公司集中上报创业板电池ETF。更早之前,易方达基金、鹏华基金、国泰基金等10家基金公司上报首批创业板算力基础设施ETF,万家基金、华泰柏瑞基金等6家基金公司上报首批创业板金融科技ETF。 有色板块关注度升温 从ETF的市场表现来看,8月26日,有色主题ETF领涨。 具体来看,有色金属ETF天弘、工业有色ETF平安、工业有色ETF万家等涨幅均超3%。
从成交量看,创业板ETF易方达成交额超过60亿元,科创50ETF华夏、科创半导体ETF华夏等成交额均近60亿元。
从公募基金最新动向看,近期有色主题基金持续“上新”。截至8月26日,8月已有3只有色主题基金成立,包括国泰海通中证有色金属矿业主题ETF、易方达中证工业有色金属主题ETF联接基金、宝盈中证工业有色金属主题指数基金。

四 | 还有多只有色主题ETF有望入市。

五 | 截至8月26日,天弘中证稀有金属主题指数基金、招商中证稀有金属主题ETF正在发行,广发中证工业有色金属主题ETF发布基金份额发售公告,即将启动发行。 工银瑞信基金认为,当前有色金属板块供给持续收紧,同时AI与新能源等领域新兴需求快速发展,拉动板块业绩高速增长,叠加海外宏观政策催化与市场风格切换,板块波动后仍有望延续上行。对于黄金板块,当前处于“政策预期修复,实际利率高位约束”的拉锯格局。一方面,美债与企业债集中发行推高债券收益率,流动性仍偏紧;另一方面,通胀缓和压制美联储进一步紧缩的预期,对黄金价格形成一定支撑。
(文章来源:上海证券报)。
Current article:http://likk.feizengbubaipeirangnalouchuo.sbs/news/20260826_9137.html
Published on:14:59:15