风中的女王

Ukraine's Zelenskyy at NATO defense ministers meeting seeking support to fight Russia_我的网站

勇者义彦与魔王城

一 | BRUSSELS -- For the first time, Ukraine President Volodymyr Zelenskyy joined a meeting of more than 50 defense leaders from around the world Wednesday to make a personal pitch for military aid, in the face of lagging political support in the U.S. and new pressure on allies to send weapons to bolster Israel’s war with Hamas.His presence underscored growing concerns about cracks in what has been staunch international backing for Kyiv in its war against Russia's invasion, and worries that Ukrainian forces haven't made measurable progress in the counteroffensive, as winter closes in.“Next Monday, we will mark the 600th day of our resistance to Russia’s full scale aggression against our people, against Ukraine. And today, no one can say for sure how many more days we will have to defend our independence and to defend our identity,” Zelenskyy told the gathering as they opened the meeting. “But we can already say several things which I think are important. First, Putin will not achieve Ukraine. Second, Russia cannot afford a new arms race. And third, democracy can win this battle.”The meeting of the Ukraine Defense Contact Group, hosted by the U.S., comes as Ukraine is desperately seeking more weapons to help its troops regain ground from Russian forces before the muddy weather sets in. But political chaos in Congress stalled approval of new Ukraine funding, and there has been growing opposition among some lawmakers to any increase in spending. Speaking as he entered NATO headquarters, Zelenskyy noted the Israel war, and said Ukrainians understand such tragedy. But he was also quick to detail Ukraine's ongoing need for air defense systems and long-range missiles “to push Russia out of our land.”U.S. Defense Secretary Lloyd Austin told reporters traveling with him to Brussels that support for Ukraine continues unabated. He said a number of allies will announce they are sending additional weapons and other support to Kyiv. A key demand has been more air defense systems and munitions.“The energy, in my view, is still there,” said Austin. “And I will reassure them that we remain committed to this.”He echoed those thoughts as he opened the meeting, asserting that Ukraine is making steady progress in the war. And he said allies during this meeting will focus not only on meeting Kyiv's immediate needs but also on setting up plans to coordinate investments in Ukraine's future forceThe contact group is the main forum for raising contributions of weapons, equipment and training for Kyiv’s war effort. It meets about once a month, in person and virtually, and this is the 16th gathering.Zelenskyy, who was greeted with applause as he entered the building, went immediately into a private session with Austin and U.S. Air Force Gen. CQ Brown, chairman of the Joint Chiefs of Staff.Speaking to reporters as he came in, Zelenskyy reiterated his country's need for long-range missiles and ammunition.“It’s very important that there are priorities. There are air defense systems. These are not just basic words. These are very concrete things and we need them,” Zelenskyy said.Following that meeting, the 31 allies and Ukraine will take part in the first NATO-Ukraine Council at this level. The forum was formally established in July as part of efforts to bring Kyiv closer to the alliance. It allows NATO and Kyiv to discuss issues of common interest and concern.The new package of U.S. aid includes AIM-9M missiles for air defense, counter-drone systems, munitions for the High Mobility Artillery Rocket System (HIMARS), artillery, electronic warfare equipment, demolition munitions, anti-armor systems and more than 16 million rounds of small arms ammunition.The weapons are provided under presidential drawdown authority, so will be taken from Pentagon stocks and delivered quickly to the battlefield. ___Follow AP’s coverage of the war in Ukraine at https://apnews.com/hub/russia-ukraine。

二 | 　　随着上市公司半年报的密集披露，越来越多百亿私募重仓股浮出水面。　　据三方机构统计，截至2026年8月21日，已有27家百亿私募出现在50家已披露半年报的上市公司前十大流通股东名单中，合计持股市值达264.12亿元。　　从调仓动向来看，百亿私募二季度持仓变化较大，其中新进29只个股，增持5只，另有9只个股持股数量不变，减持个股7只。（备注：同一家上市公司被多家私募持仓时，在统计中会被重复计算）　　这些个股被百亿私募买入　　私募排排网统计显示，从个股层面来看，鸿仕达、宏裕包材、海康威视均获得不少于2家百亿私募重仓。　　其中鸿仕达吸引到聚鸣投资、上海歌汝私募和南土资产3家百亿私募重仓，持股市值分别为2.48亿元、2.35亿元和1.27亿元，而且均为二季度新进。　　宏裕包材吸引到千宜投资和佳期私募2家百亿私募重仓，持股市值分别为270.76万元和288.41万元，同样均为二季度新进。

三 | 　　海康威视被高毅资产和重阳战略2家百亿私募重仓，持股市值分别为38.65亿元和38.72亿元，但持仓态度则截然不同，重阳战略二季度对海康威视进行了增持，增持数量为786.71万股，高毅资产则对海康威视进行了减持，减持数量为8700万股。

四 | 　　重仓机械设备行业　　从行业层面来看，百亿私募重仓机械设备行业个股数量最多，包括大族激光、鸿仕达、优利德、中泰股份、*ST冀凯、卓兆点胶、达意隆、*ST威领，其中鸿仕达更是获得3家百亿私募重仓。　　其次是汽车行业，该行业有宇通客车、云意电气、华密新材、信质集团、华阳集团5只个股获得百亿私募重仓。

五 | 　　再次是电子和交通运输，均有4只个股获得百亿私募重仓，其中电子行业个股包括传音控股、则成电子、乐鑫科技、芯朋微。交通运输行业个股包括中原高速、东莞控股、海通发展、大秦铁路。　　高毅资产旗下产品出现在海康威视、安琪酵母、传音控股和北新建材4家已披露半年报的上市公司前十大流通股东名单中，合计持股市值62.85亿元，其中高毅资产持有海康威视市值38.65亿元，成为第一大重仓股。

六 | 高毅资产二季度增持安琪酵母300万股，持股市值11.40亿元。传音控股和北新建材为高毅资产二季度新进个股，持股数量分别为1750万股和1372.19万股。　　百亿私募重阳战略和重阳投资同属同一实控人，其中重阳战略二季度增持海康威视786.71万股，持股市值为38.72亿元。重阳投资旗下产品二季度进入到福元医药、海通发展、华阳集团3家已披露半年报的上市公司前十大流通股东名单中，其中福元医药和海通发展二季度获得重阳投资增持，增持数量分别为269.79万股和127.62万股，增持后的持股市值依次为1.27亿元和0.81亿元，另外重阳投资二季度减持华阳集团14.57万股，减持后的持股市值为0.52亿元。　　险资背景百亿私募国丰兴华（北京）私募和泰康稳行（武汉）私募二季度重仓股揭晓。其中国丰兴华（北京）私募二季度重仓持有贵州茅台、中国电信和大秦铁路，持股市值分别为48.30亿元、39.53亿元和13.76亿元，持股数量均较一季度维持不变。泰康稳行（武汉）私募二季度重仓持有分众传媒和宇通客车，持股市值依次为3.82亿元和3.43亿元，而且均为二季度新进。　　股票私募仓位维持高位　　股票私募仓位近期持续运行在年内高位。

七 | 私募排排网数据显示，截至2026年8月14日，股票私募仓位指数已达83.97%，较上周微升0.09个百分点。尤为值得关注的是，这已是该指数连续第7周稳定在83%以上的年内高水位，显示出私募整体持股意愿强烈。　　大规模私募仓位再创年内新高。私募排排网数据显示，截至2026年8月14日，大规模、中规模和小规模私募的仓位指数分别为88.56%、83.96%和82.63%。其中，大规模私募仓位大幅加仓1.24个百分点，再度刷新年内新高，加仓力度尤为突出。