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class="common"＞＜h2＞美、日、德、英、澳…全球债市为什么崩了＜/h2＞＜p＞策略师表示，美国和日本国债收益率的上升反映了全球投资者对通胀和财政前景的双重担忧。＜/p＞＜div class="author"＞＜div class="leftspan"＞＜/div＞＜div class="rightspan"＞＜span＞09-01 21:32＜/span＞＜/div＞＜/div＞＜/div＞＜/div＞＜/a＞＜a href="/news/103341800.html" class="f-db" target="_blank"＞＜div class="m-list m-list-1 f-cb"＞＜div class="lef f-fl m-zoomin"＞＜img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/slides/2026/09/b61922e19335ee98ebae4320c0675eeb.jpg" onerror="imgError(this)"＞＜/div＞＜div class="common"＞＜h2＞盘前必读丨AI应用利好来了；中际旭创大手笔回购＜/h2＞＜p＞机构认为，结构性修复轮动行情有望持续，组合投资是王道。＜/p＞＜div class="author"＞＜div class="leftspan"＞＜/div＞＜div class="rightspan"＞＜span＞09-01 08:10＜/span＞＜/div＞＜/div＞＜/div＞＜/div＞＜/a＞＜a href="/news/103342587.html" class="f-db" target="_blank"＞＜div class="m-list m-list-1 f-cb"＞＜div class="lef f-fl m-zoomin"＞＜img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/images/android/yicai/58ca79c5-4221-498c-86cb-b41e81a8e21f.jpg" onerror="imgError(this)"＞＜/div＞＜div class="common"＞＜h2＞上半年饮料减糖趋势明显，为何上游代糖企业的利润先“瘦了身”＜/h2＞＜p＞虽然减糖大趋势明确，但代糖企业的钱没想象中的好赚。＜/p＞＜div class="author"＞＜div class="leftspan"＞＜/div＞＜div class="rightspan"＞＜span＞09-01 17:48＜/span＞＜/div＞＜/div＞＜/div＞＜/div＞＜/a＞＜a href="/news/103340001.html" class="f-db" target="_blank"＞＜div class="m-list m-list-1 f-cb"＞＜div class="lef f-fl m-zoomin"＞＜img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/slides/2026/08/e3d800b0dd6dec5c6c0347d7cc1d7863.jpg" onerror="imgError(this)"＞＜/div＞＜div class="common"＞＜h2＞国务院这份报告，透露下半年经济工作重点＜/h2＞＜p＞多措并举激发政策的效率和活力，把动能向新和结构向优的态势持续下去，是下半年经济工作的重中之重。＜/p＞＜div class="author"＞＜div class="leftspan"＞＜/div＞＜div class="rightspan"＞＜span＞08-30 19:26＜/span＞＜/div＞＜/div＞＜/div＞＜/div＞＜/a＞＜a href="/news/103342909.html" class="f-db" target="_blank"＞＜div class="m-list m-list-1 f-cb"＞＜div class="lef f-fl m-zoomin"＞＜img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/slides/2026/09/ab19dbd80207560ae2a010df80d0a158.jpg" onerror="imgError(this)"＞＜/div＞＜div class="common"＞＜h2＞收益率创2021年来新高，全国社保基金累计投资收益超2万亿元＜/h2＞＜p＞2025年社保基金积极开展动态配置，及时把握资本市场大幅回调的机会，开展动态配置加仓股票，在促进国内资本市场稳健发展的同时有力增厚投资回报；更加积极主动融入国家战略，优化权益类资产结构分布，加大实业投资配置力度。＜/p＞＜div class="author"＞＜div class="leftspan"＞＜/div＞＜div class="rightspan"＞＜span＞09-01 21:41＜/span＞＜/div＞＜/div＞＜/div＞＜/div＞＜/a＞＜a href="/news/103343493.html" class="f-db" target="_blank"＞＜div class="m-list m-list-1 f-cb"＞＜div class="lef f-fl m-zoomin"＞＜img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/slides/2026/09/aa4b9cf41eff36c43542791dce5d650c.jpg" onerror="imgError(this)"＞＜/div＞＜div class="common"＞＜h2＞盘前必读丨日韩股市大幅低开；中际旭创回购超3亿元＜/h2＞＜p＞机构认为，预计9月市场仍将维持震荡，等待市场主线真正确立。＜/p＞＜div class="author"＞＜div class="leftspan"＞＜/div＞＜div class="rightspan"＞＜span＞09-02 08:07＜/span＞＜/div＞＜/div＞＜/div＞＜/div＞＜/a＞＜a href="/news/103342911.html" class="f-db" target="_blank"＞＜div class="m-list m-list-1 f-cb"＞＜div class="lef f-fl m-zoomin"＞＜img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/slides/2026/09/20da9808fd8d721647e3366c41a1eb4d.jpg" onerror="imgError(this)"＞＜/div＞＜div class="common"＞＜h2＞公司与行业0901丨市场风格明显切换仓位如何调整？＜/h2＞＜p＞＜/p＞＜div class="author"＞＜div class="leftspan"＞＜span class="newtags"＞原创＜/span＞＜/div＞＜div class="rightspan"＞＜span＞09-01 20:04＜/span＞＜/div＞＜/div＞＜/div＞＜/div＞＜/a＞＜a href="/news/103343216.html" class="f-db" target="_blank"＞＜div class="m-list m-list-1 f-cb"＞＜div class="lef f-fl m-zoomin"＞＜img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/slides/2026/09/7ddd4b62f6e1a9532d35553bd1d1d1e1.jpg" onerror="imgError(this)"＞＜/div＞＜div class="common"＞＜h2＞全球粮价冲高，外部波动会传导至国内粮食市场吗？＜/h2＞＜p＞国际粮价的剧烈波动并不会直接复刻到国内市场，这与我国主粮供给的基本面密切相关。＜/p＞＜div class="author"＞＜div class="leftspan"＞＜/div＞＜div class="rightspan"＞＜span＞09-01 21:27＜/span＞＜/div＞＜/div＞＜/div＞＜/div＞＜/a＞＜a href="/news/103344701.html" class="f-db" target="_blank"＞＜div class="m-list m-list-1 f-cb"＞＜div class="lef f-fl m-zoomin"＞＜img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/slides/2026/09/9a19e92a985ca2c5206797c12b8105b4.jpg" onerror="imgError(this)"＞＜/div＞＜div class="common"＞＜h2＞上半年靠自营赚了1600多亿！“牛市旗手”最新持仓曝光＜/h2＞＜p＞随着中报收官，券商最新的自营盘持仓同步出炉。＜/p＞＜div class="author"＞＜div class="leftspan"＞＜/div＞＜div class="rightspan"＞＜span＞09-02 20:30＜/span＞＜/div＞＜/div＞＜/div＞＜/div＞＜/a＞＜a href="/news/103344986.html" class="f-db" target="_blank"＞＜div class="m-list m-list-1 f-cb"＞＜div class="lef f-fl m-zoomin"＞＜img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/slides/2026/09/b5b121066e40dd9a5586a7890a2d25cb.jpg" onerror="imgError(this)"＞＜/div＞＜div class="common"＞＜h2＞盘前必读丨潘功胜最新发声；富时A50指数将迎来重大调整＜/h2＞＜p＞机构认为，市场短期震荡蓄势，关注增量政策催化和外部环境企稳。＜/p＞＜div class="author"＞＜div class="leftspan"＞＜/div＞＜div class="rightspan"＞＜span＞昨天 08:06＜/span＞＜/div＞＜/div＞＜/div＞＜/div＞＜/a＞＜a href="/news/103342085.html" class="f-db" target="_blank"＞＜div class="m-list m-list-1 f-cb"＞＜div class="lef f-fl m-zoomin"＞＜img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/slides/2026/09/ac1a37c9b9e1d921949566ff8c695070.jpg" onerror="imgError(this)"＞＜/div＞＜div class="common"＞＜h2＞最高涨幅超千元！多家手机厂商集中调价＜/h2＞＜p＞＜/p＞＜div class="author"＞＜div class="leftspan"＞＜/div＞＜div class="rightspan"＞＜span＞09-01 10:40＜/span＞＜/div＞＜/div＞＜/div＞＜/div＞＜/a＞＜a href="/news/103343850.html" class="f-db" target="_blank"＞＜div class="m-list m-list-1 f-cb"＞＜div class="lef f-fl m-zoomin"＞＜img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/thumbs/2026/09/4aa5be195bbfba4d71fea8488cd05fae.jpeg" onerror="imgError(this)"＞＜/div＞＜div class="common"＞＜h2＞地方审计披露政府采购“明招暗定”等问题，如何破解＜/h2＞＜p＞在政府采购履约环节，“重招标、轻验收”问题普遍存在。＜/p＞＜div class="author"＞＜div class="leftspan"＞＜/div＞＜div class="rightspan"＞＜span＞09-02 11:59＜/span＞＜/div＞＜/div＞＜/div＞＜/div＞＜/a＞＜a href="/news/103344180.html" class="f-db" target="_blank"＞＜div class="m-list m-list-1 f-cb"＞＜div class="lef f-fl m-zoomin"＞＜img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/slides/2026/09/65dbc6f10596ab8fd2c0ae0d19fbee09.jpg" onerror="imgError(this)"＞＜/div＞＜div class="common"＞＜h2＞收盘｜沪指跌0.97% 军工板块表现活跃＜/h2＞＜p＞全市场超3900只个股下跌。＜/p＞＜div class="author"＞＜div class="leftspan"＞＜/div＞＜div class="rightspan"＞＜span＞09-02 15:16＜/span＞＜/div＞＜/div＞＜/div＞＜/div＞＜/a＞＜a href="/news/103344536.html" class="f-db" target="_blank"＞＜div class="m-list m-list-1 f-cb"＞＜div class="lef f-fl m-zoomin"＞＜img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/slides/2026/09/9c7b8db4db10615914d65754fae60746.jpg" onerror="imgError(this)"＞＜/div＞＜div class="common"＞＜h2＞公司与行业0902｜创业板指打响年线保卫战＜/h2＞＜p＞＜/p＞＜div class="author"＞＜div class="leftspan"＞＜span class="newtags"＞原创＜/span＞＜/div＞＜div class="rightspan"＞＜span＞09-02 20:38＜/span＞＜/div＞＜/div＞＜/div＞＜/div＞＜/a＞＜a href="/news/103344827.html" class="f-db" target="_blank"＞＜div class="m-list m-list-1 f-cb"＞＜div class="lef f-fl m-zoomin"＞＜img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/slides/2026/09/c8b228fbe3eef777d10e3d235e6177e4.jpg" onerror="imgError(this)"＞＜/div＞＜div class="common"＞＜h2＞当厄尔尼诺遇上霍尔木兹：全球农产品的复合冲击＜/h2＞＜p＞当前厄尔尼诺事件贯穿2026年秋冬季的概率接近100%。＜/p＞＜div class="author"＞＜div class="leftspan"＞＜/div＞＜div class="rightspan"＞＜span＞09-02 22:02＜/span＞＜/div＞＜/div＞＜/div＞＜/div＞＜/a＞＜a href="/news/103341820.html" class="f-db" target="_blank"＞＜div class="m-list m-list-1 f-cb"＞＜div class="lef f-fl m-zoomin"＞＜img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/images/android/yicai/3d204c5d-9892-4798-b639-e3fb41385f0f.jpg" onerror="imgError(this)"＞＜/div＞＜div class="common"＞＜h2＞百济神州与美国政府达成PD-1降价协议，对公司影响多大＜/h2＞＜p＞百济神州有一半以上的收入来源于美国市场。＜/p＞＜div class="author"＞＜div class="leftspan"＞＜/div＞＜div class="rightspan"＞＜span＞09-01 08:59＜/span＞＜/div＞＜/div＞＜/div＞＜/div＞＜/a＞＜a href="/news/103343865.html" class="f-db" target="_blank"＞＜div class="m-list m-list-1 f-cb"＞＜div class="lef f-fl m-zoomin"＞＜img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/slides/2026/09/65baaf047debf3cd84afc9f478a15900.jpg" onerror="imgError(this)"＞＜/div＞＜div class="common"＞＜h2＞大厂撤退、腰部分化：游戏不再是一门好生意了吗？＜/h2＞＜p＞中期业绩分化，头部越来越强，中腰部越来越难。＜/p＞＜div class="author"＞＜div class="leftspan"＞＜/div＞＜div class="rightspan"＞＜span＞09-02 12:02＜/span＞＜/div＞＜/div＞＜/div＞＜/div＞＜/a＞＜a href="/news/103346524.html" class="f-db" target="_blank"＞＜div class="m-list m-list-1 f-cb"＞＜div class="lef f-fl m-zoomin"＞＜img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/slides/2026/09/ab9c59eb545dba412b84ed2972681ab5.jpg" onerror="imgError(this)"＞＜/div＞＜div class="common"＞＜h2＞公司与行业0903丨缩量格局下九月行情的“胜负手”在哪？＜/h2＞＜p＞＜/p＞＜div class="author"＞＜div class="leftspan"＞＜span class="newtags"＞原创＜/span＞＜/div＞＜div class="rightspan"＞＜span＞昨天 20:09＜/span＞＜/div＞＜/div＞＜/div＞＜/div＞＜/a＞＜a href="/news/103342661.html" class="f-db" target="_blank"＞＜div class="m-list m-list-1 f-cb"＞＜div class="lef f-fl m-zoomin"＞＜img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/images/ios/yicai/F89C3BE2-3FC7-4E1F-AF35-72E305FB557B.jpg" onerror="imgError(this)"＞＜/div＞＜div class="common"＞＜h2＞前8月百强房企卖房超两万亿，头部央企的排名又发生了改变＜/h2＞＜p＞楼市新政频出的八月份，市场及房企业绩表现如何？＜/p＞＜div class="author"＞＜div class="leftspan"＞＜/div＞＜div class="rightspan"＞＜span＞09-01 16:53＜/span＞＜/div＞＜/div＞＜/div＞＜/div＞＜/a＞＜a href="/news/103341450.html" class="f-db" target="_blank"＞＜div class="m-list m-list-1 f-cb"＞＜div class="lef f-fl m-zoomin"＞＜img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/thumbs/2026/08/7b2d40afdfeea85062775b7f0a2fcec1.jpeg" onerror="imgError(this)"＞＜/div＞＜div class="common"＞＜h2＞40年房贷新政尚未落地，六大行房贷余额少了5000多亿＜/h2＞＜p＞激发释放购房需求，降低存量房贷违约风险。＜/p＞＜div class="author"＞＜div class="leftspan"＞＜/div＞＜div class="rightspan"＞＜span＞08-31 20:42＜/span＞＜/div＞＜/div＞＜/div＞＜/div＞＜/a＞＜a href="/news/103344953.html" class="f-db" target="_blank"＞＜div class="m-list m-list-1 f-cb"＞＜div class="lef f-fl m-zoomin"＞＜img class="u-img f-fl" 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