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VP Kamala Harris Did Not Believe Justices When They Said Roe Was Settled_我的网站

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A | "It was clear to me when I was sitting in that chair as a member of the Senate Judiciary Committee, that they were ... very likely to do what they just did. That was my perspective. That was my opinion. And that's why I voted like I did," Harris told CNN in her first interview since the Supreme Court overruled Roe v. Wade, opening the door to abortion bans at the state level.,Harris voted against confirming Kavanaugh and Gorsuch.,Her comments come after Republican Senator Susan Collins of Maine stated that she felt misled by Kavanaugh, who she claims assured her that he would not vote to overturn Roe v. Wade.,Biden Says SCOTUS Roe v Wade Ruling 'Took Away' Americans' Constitutional Right24 June, 16:42 GMT,Harris also talked about how her elderly mother-in-law will have experienced the freedoms provided by Roe v. Wade for a larger portion of her life than Harris’ daughters will if abortion rights are not restored.,The vice president also revealed that the administration is looking into ways to help women in states that have outlawed abortion get access to the care they need. She said the federal government may help women with child care and travel expenses when seeking abortions out of their home states.,However, she added that the administration is not considering letting abortion providers offer services on federal land in states that have banned abortion, a solution some Democrats have advocated for.,The vice president was asked about the significance of Justice Clarence Thomas’ controversial concurring opinion, where he said the court should reexamine cases that used similar arguments to Roe, including those dealing with same-sex marriage, contraception, and gay sex.,"I think he just said the quiet part out loud," Harris told CNN. "And I think that is why we all must really understand the significance of what just happened. This is profound. And the way that this decision has come down, has been so driven, I think, by the politics of the issue versus what should be the values that we place on freedom and liberty in our country.",Kamala Harris Mocked as Her Office Posts Clip of VP Shooting Basketball...Cutting Out 5 Misses24 June, 08:22 GMT,Outside of the abortion case, Harris spoke about other issues facing the administration. She called inflation the highest priority for the Biden administration but did not get into specifics on how they plan to bring prices down.,Concerning the January 6 hearings, Harris praised her predecessor, former Vice President Mike Pence, for not succumbing to pressure from Trump. She would not say if she supports criminal charges being brought against the former president.,She was also asked about House Majority Whip Jim Clyburn’s comments that he would support her if Biden declined to run for reelection. Harris said unequivocally that her boss will be running in 2024.,"Joe Biden is running for reelection, and I will be his ticket mate. Full stop."。 K图 000001_0 K图 399001_0 K图 399006_0 　　A股三大指数震荡下跌，创业板指跌3.5%。

B | 盘面上，贵金属、种植业、煤炭、保险、饰品、银行板块逆势走强，元件、重组蛋白、单抗概念、MLCC、CPO概念、CRO表现不佳，领跌市场。 K图 BK0732_0 K图 BK0437_0 　　截至午间收盘，沪指下跌0.71%，报3877.30点；深成指下跌2.44%，报13750.12点；创业板指下跌3.50%，报3421.50点；科创50指数下跌3.26%，报1599.65点；北证50指数下跌1.05%，报1064.06点。全市场上涨个股有1137家，下跌个股有4297家，41只股涨停。两市半日合计成交13711亿。　　今日要闻　　募资额、净利润超长鑫科技！长江存储IPO获受理受益股曝光　　8月21日，上海证券交易所官网显示，长江存储控股股份有限公司科创板首次公开发行股票申请已正式获受理，公司拟募资330亿元，由中信证券、中信建投联合保荐。这一募资规模创下科创板开板以来最高纪录，标志着继长鑫科技之后，国产存储“双雄”即将会师科创板。A股市场上，相关参股上市公司已成为资金关注的焦点。养元饮品（603156.SH）通过旗下芜湖闻名泉泓投资持有长江存储约0.99%股份，此外，央视融媒体产业投资基金背后关联国脉文化、南方传媒等上市公司，厦门辰途华恒二号创业投资基金背后关联大众交通。产业链方面，北方华创、中微公司、拓荆科技等国产设备厂商在长江存储扩产招标中占据重要份额，至纯科技也已确认与长江存储建立业务合作。

C | 　　Cybercab正式定档！自动驾驶赛道迎来新催化这7股业绩倍增可期(名单)　　特斯拉Cybercab定档9月3日发布，国内L3/L4智驾强制性国标也已获批，自动驾驶赛道迎来密集催化。机构普遍看好Robotaxi商业化拐点，产业链有望迎来红利期。根据3家及以上机构一致预测，共7只智能驾驶概念股2026年业绩有望翻倍增长。

D | 　　加息大变数！美联储重磅表态临近！“AI总龙头”财报要来了　　本周，金融市场将迎来经济数据、财报和地缘局势等一系列重磅事件的扰动。其中，美联储主席凯文·沃什将于8月28日（周五）在杰克逊霍尔全球央行年会上发表讲话。美联储最青睐的通胀指标—7月PCE物价指数将于8月26日（周三）公布，或将直接影响市场对美联储的加息预期。另外，美股财报季也将迎来重头戏，全球“AI总龙头”英伟达将于北京时间8月27日凌晨披露财报，其业绩指引被视为AI资本开支周期的“终极验证”，全球“AI交易”可能会遭遇剧烈波动。　　社保基金二季度持仓版图浮现重仓182只个股其中新进持仓54只　　记者根据已披露中报统计，社保基金各投资组合已现身182只个股前十大流通股股东名单。

E | 其中，新进54只，增持54只。值得关注的是，82只个股连续出现在2025年三季报、2025年年报、2026年一季报和2026年中报社保基金重仓名单中，其中32只在今年二季度获得进一步增持。在上述82只连续持仓股中，截至二季度末，广汇能源获社保基金合计持有9935.48万股，较一季度末增加4528.70万股；江河集团获持5605.43万股，增加2299.49万股；东方雨虹、新和成持股数量分别增加1471.30万股、1326.54万股。此外，苏垦农发、中旗股份、诺普信、亿联网络等也获得社保基金不同程度的加仓。　　机构观点　　申万宏源证券：反弹可能延续到9月下旬　　申万宏源证券认为，短期市场走势符合AI产业链重拾强势“四步走”推演。超跌反弹后，AI产业扰动再次出现，叠加了对美债收益率高企担忧，出现了二次探底行情。中短期判断不变，反弹可能延续到9月下旬，行稳致远政策发力，长中短期乐观预期可能集中发酵，这可能才是本轮反弹行情的高点。

F | 配置方面，9月反弹延续，结构选择重点是寻找在超跌反弹中，能够更大程度上修复跌幅的方向。AI链内部更加关注非机构重仓方向，国产算力链和AI小盘股“中期掩护短期”。另外，全球算力链中，景气向下拐点出现较晚，短期有新增催化的方向，也容易兑现高弹性，典型是存储和PCB，这些产业链也需挖掘新的算力通胀细分和新标的。　　方正证券：美财政部加大长债回购力度，贵金属逻辑持续增强　　方正证券研报称，美国财政部加大长债回购力度，弱化远端收益率上行动能，叠加美国经济数据疲软打压美联储加息预期及美元走强动能，金价顺势突破4600美元/盎司，贵金属权益市场颇具弹性。静待年内加息预期及美元走强逻辑进一步松动，带来贵金属权益市场的结构性机会；往后看，AI通胀和美国财政端有望继续创造黄金的利多环境，对后续的市场流动性保持乐观，并建议持续关注贵金属板块的高配置价值。　　中信证券：AI算力驱动散热升级，建议把握两条投资主线　　中信证券研报认为，AI算力需求增长与先进封装演进持续推升芯片功耗和热流密度，推动TIM向高导热、低热阻和高可靠性升级。AI服务器与新能源汽车将成为主要增量来源，预计全球TIM市场规模将由2025年的96.7亿元增至2030年的221.2亿元。

G | 海外厂商凭借配方积累、量产经验和客户认证占据中高端市场，国内企业正依托本土芯片、封测及终端产业链加快产品导入。建议把握两条投资主线：（1）芯片级TIM国产突破，关注德邦科技；（2）电子级有机硅材料升级及热管理应用拓展，关注润禾材料。　　华泰证券：布局盈利与筹码的“配置差”　　华泰证券研报称，当前A股或处于震荡再平衡阶段，前期强势方向的机构筹码尚未充分消化，制约主线继续扩张，但景气改善正向更多行业扩散，结构性机会仍有支撑。因此，配置上不宜继续追逐高拥挤品种，关注重点应转向具备“配置差”的细分方向。沿这一标准，1）AI链中，优先关注通信设备等股价与盈利预期匹配度仍相对合理的环节；其次可关注AI电力、半导体材料、半导体设备等景气有所改善的方向；此外，铜连接、MLCC等定价已相对均衡，需等待进一步催化；2）非科技领域中，可关注船舶、电池、工程机械和农业等存在景气边际改善但股价涨幅偏低的品种；3）弱美元更多是结构行情的外部催化，可关注盈利景气配合的铜、铝等工业金属及创新药；4）红利仍作为组合底仓，优先配置银行、交运，并可结合景气改善适度增配煤炭。　　招商证券：短期A股波动可能加大　　招商证券认为，长端美债利率上行反映了AI融资挤出、财政赤字和期限溢价抬升等结构性问题，美财政部回购只能缓解局部流动性压力；外部利率和地缘风险将压制短期风险偏好，使A股进入更重业绩、重结构的阶段。国内扩内需、“六张网”和地产政策正加速落地，但经济仍处于总量偏弱、新旧动能分化的K型格局，因此市场机会更集中于科技创新、高端装备出海及受益于政策落地的低估值方向。短期A股波动可能加大，配置上继续沿科技创新、制造出海、低估值政策发力三条线索均衡布局，重点关注电子、机械设备、电力设备、有色金属、煤炭等方向。　　中信建投：肿瘤mRNA疫苗开创肿瘤治疗新范式，国内企业加速追赶　　中信建投研报称，随着Moderna个性化肿瘤mRNA疫苗临床III期取得积极结果，mRNA肿瘤疫苗正朝着商业化阶段迈进，市场空间有望逐步打开。mRNA肿瘤疫苗与ICIs联用有望开创肿瘤治疗的新范式。分类来看，个性化肿瘤疫苗具有潜在更优的治疗效果，虽然生产成本较高，但也有更大的定价空间，而通用型疫苗凭规模化生产和较低成本，有望覆盖更广泛的患者群体。