黄飞鸿

一 |     上市公司半年报绘制的“藏宝图”正持续展开，百亿级私募在周期与科技之间展开激烈博弈。作为高毅资产旗下的明星基金经理，邓晓峰加仓万华化学、新进北新建材，试图在化工建材赛道复刻昔日紫金矿业式的周期投资神话；睿郡、聚鸣等机构则扎堆涌入半导体、物联网及智能制造领域，持续挖掘科技领域的价值富矿，海康威视更上演了连续减持与连续增持的“多空对峙”，机构间的观点大相径庭。不过，喧嚣的调仓底牌背后暗藏不确定性，在经历7月科技股剧烈回调后，这份投资图谱或已面目全非，盲目跟风者需警惕成为过期信号的买单人。

二 | （中证报）。    China's Ministry of Justice on Wednesday said that the European Union's (EU's) recent cross-border investigation into Chinese e-commerce giant JD.com under its Foreign Subsidies Regulation (FSR) has constituted unlawful extraterritorial jurisdiction.    The ministry said in a statement that no organization or individual may comply with or assist in implementing the EU's unlawful extraterritorial jurisdiction measures.    The ministry's statement came after the European Commission announced an investigation into JD.com's proposed takeover of German retailer Ceconomy in May.    In the statement, the ministry said the conclusion followed an investigation conducted under China's rules on countering foreign states' unlawful extraterritorial jurisdiction measures, which were issued in April this year.    According to the rules, the Chinese government has the authority to take countermeasures in response to extraterritorial jurisdiction measures by a foreign country that violate international law and the basic norms governing international relations and that harm China's sovereignty, security and development interests, or the legitimate rights and interests of Chinese citizens and organizations.    In May, citing the same set of rules, the ministry said that the EU's probe into Chinese security check company Nuctech constituted unlawful extraterritorial jurisdiction.    A spokesperson with the Ministry of Justice on Wednesday said the EU's probe, under the bloc's FSR effective since 2023, has arbitrarily demanded broad and unnecessary information located in China, which is a serious violation of the international rule of law.    "China will resolutely take countermeasures in accordance with the law if the EU side were to insist on the wrong course," the spokesperson said.    The spokesperson urged the EU to immediately correct its wrong practices, stop abusing the FSR as a tool, and foster a fair, impartial and predictable environment for companies investing and operating in the EU market.                    。