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大基金减持，科技抱团面临拐点?_我的网站

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    Picture of suitcases containing smuggled cannabis captured by Chinese customs officers. Photo: Zhongguo Jindu
In June 2025, customs officers at Beijing Capital International Airport intercepted more than 70 kilograms of suspected cannabis products from four pieces of checked baggage on an international flight transiting through Beijing, the WeChat account of National Narcotics Control Commission reported on Saturday. 
The luggage was flagged during a routine risk assessment after customs officers detected abnormalities in X-ray images. Rapid drug tests later confirmed the presence of tetrahydrocannabinol.
Customs anti-smuggling authorities launched an investigation the same day and identified two foreign transit passengers as suspects. Investigators found that the two had allegedly agreed to transport the cannabis overseas for illegal profits under the instructions of others, with plans to transit through Beijing before delivering the drugs to a third country, according to the account. 
Prosecutors found that the two foreigners had violated China's drug control and customs regulations by knowingly and illegally carrying and transporting drugs into the country. Their actions constituted suspected drug smuggling under Article 347 of the Criminal Law of the People's Republic of China.
The seized drugs were identified as cannabis with a net weight of 70,830.9 grams. Prosecutors determined that the case involved the smuggling of a large quantity of drugs and that the defendants should be held criminally liable in accordance with the law.
The two defendants argued that they were merely transiting through China and that China was not their final destination, claiming their actions had caused no substantial harm within the country.
Chinese prosecutors, however, said that once the drugs entered China's customs territory, the crime of drug smuggling was deemed completed, and the fact that the drugs were only being transported through China in transit did not affect the establishment of the offense.
China maintains a "zero-tolerance" approach toward drug-related crimes, and offenders would be punished in accordance with the law regardless of their nationality or the drugs' final destination, prosecutors said.
After prosecutors explained the relevant laws and presented the evidence, the two defendants eventually confessed to the offenses and voluntarily pleaded guilty and accepted punishment.
Global Times
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二 |     本篇评级为★★★，主要围绕以下内容展开：                    1、大基金减持，科技抱团面临拐点?          2、市场变奏，接力棒给到谁？                    如有疑问请以音频内容为准，添加妙投小虎哥微信miaotou515，入群有机会与董小姐进一步交流。                   新闻解读评级说明：五星重磅，四星重要，三星级以下大家选择听。                   1、大基金减持，科技抱团面临拐点?          这个周末市场上浮现了更多的消息，仿佛指向市场开始出现变盘，到底怎么看？首先科技赛道之前涨得顺风顺水，接下来还能不能持续？如果它不持续，谁来拿下一个接力棒？我们一起来梳理一下。

三 |                    先看一下上周五科技赛道的下跌幅度，半导体和人工智能赛道当天跌了将近6%。直接的触发因素是国家大基金宣布减持三家半导体龙头公司的股份，减持的比例并不是很高，但在市场上容易造成一种恐慌，原因就是前期的涨幅确实过大了。再加上一周之前别的一些“聪明资金”也开始宣布集体减持，包括7家半导体公司的股东和高管几乎在同一天宣布减持。另外，还有两家龙头存储芯片公司正在排队上市，如果进度快的话，在6月底7月初就会来到市场上。

四 | 僧多粥少，资金被虹吸走的话会造成向下的压力。

五 | 这些消息放在一起看，就容易被市场解读为大资金、“聪明资金”现在都认为市场过热了，都是一个减持或者是上市的好时间。谁来接盘呢？就是散户。                   本文为妙投付费内容，上述仅为摘要，购买本专栏即可解锁完整内容。

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Published on:10:20:47