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一 |     BRUSSELS -- The European Union began taking steps on Thursday to limit the impact of the war between Israel and Hamas on the bloc, amid heightened security tensions after a firebomb attack on a Berlin synagogue and killings in Belgium and France by suspected Islamist extremists.Spain, which currently holds the EU's rotating presidency, activated a crisis mechanism to speed up decision-making and coordination between the 27 member countries, the bloc's institutions and major partners like the United Nations or the United States.Officials from across the EU have expressed concerns about a rise in antisemitic attacks, radicalization online, the use of encrypted messaging services by extremists, and the need to speed up the deportation of people who might pose a public danger.But calls for an increase in security across the board are creating deep unease as the solutions being discussed could undermine free movement and the right to assemble in Europe.Italy is introducing border checks to counter a possible rise in tensions over the Israel-Hamas war. Denmark and Sweden are too, due to what they say is an “Islamist terrorist threat.” France intends to keep checks in place until at least May 2024, citing “new terrorist threats and external borders situation.”More police have been deployed in Belgium, France and Germany.EU foreign policy chief Josep Borrell believes part of the solution to Europe's security woes must involve the bloc helping diplomatically and financially to bring an end to years of conflict between Israel and the Palestinians.“We have learned from history that the most difficult decisions are always taken when we are on the edge of the abyss. I believe that is where we are now: on the edge of the abyss,” Borrell told EU lawmakers on Wednesday.“When I hear Muslim religious authorities speaking the language of inter-religious conflict and explicitly stating that Europe is a party to this conflict, I feel that the storm clouds are looming,” he said.Still, not all of Europe’s challenges are directly linked to the war.Earlier on Thursday, Sweden hosted a meeting of ministers from eight countries, among them Germany, Belgium and France, focused on how to handle incidents where people burn the Muslim holy book, the Quran.Prosecutors are trying to establish whether that was a key motive for a Tunisian man to shoot three Swedes in Brussels on Monday, killing two of them, ahead of a Belgium-Sweden soccer match in the capital.While the Quran burnings are not directly linked to the conflict between Israel and Hamas, they are a sign of rising tensions between religious and other communities in Europe.The war that began Oct. 7 has become the deadliest of five Gaza wars for both sides. More than 5,000 people have been killed in Israel and Gaza. Nearly 12,500 Palestinians have been wounded, and over 200 people in Israel taken hostage.“We have to address multiple impacts from the continuing crisis in the Middle East" in the EU, European Commission Vice-President Margaritis Schinas said.“This entails the protection of our Jewish communities, but also the protection against a generalized climate of Islamophobia that has no place in our society,” he told reporters in Luxembourg, where EU interior ministers were meeting.Pro-Palestinian rallies have been held in several European cities since the war. France has banned them. Germany has also promised to take tougher action against Hamas, which is already on the EU’s list of terrorist organizations.Chancellor Olaf Scholz told the German parliament that local authorities “must not allow gatherings … at which it must be feared that antisemitic slogans will be shouted, that people’s deaths will be glorified and everything we can’t accept here.”In France, the Palace of Versailles — a major tourist attraction — and three airports were evacuated for security reasons and temporarily closed Wednesday. The incidents were the latest in a spate of evacuations in the past five days, and the French government is threatening to fine or jail prank callers.They followed the killing of a teacher in northern France on Friday by a suspected Islamist extremist.French Interior Minister Gerland Darmanin noted that two foreigners were behind the recent attacks in Belgium and France, and he insisted that long-delayed reforms of EU asylum rules must be put in place.Europe must “manage our borders, register people and conduct the security interviews that are necessary before every asylum request,” he told reporters.The EU has agreements with Turkey and Tunisia to persuade them to prevent migrants reaching Europe — and take them back if they do get through — but they are not working well. Other deals, with Egypt notably, are planned. Only around one in four people refused entry ever return home. ___John Leicester in Paris and Geir Moulson in Berlin contributed to this report.。    本文来自微信公众号：财联社 （ID：cailianpress），作者：周晓雅                    随着上市公司三季报披露，公募基金三季度的调仓动作逐步显现。

二 |                    Wind数据显示，截至10月21日，已有328只个股的前十大流通股东出现了公募的身影。其中，超200只个股的前十大股东中已有主动权益基金出现，多位百亿主动权益基金经理有着各自的调仓动向。                   多位百亿基金经理买入机器人、AI板块个股                    目前已经披露板块个股中，多只机器人概念股、AI板块个股得到百亿基金经理的青睐。                   10月21日晚间，PCB龙头股东山精密的三季报显示，3只公募基金在该股前十大流通股东行列。

三 | 其中，傅鹏博和朱璘共同管理的睿远成长价值，新进为东山精密的第五大流通股东，持股数为2134.17万股，这也是该基金继去年一季度以后，重回前十大股东行列。

四 |                              虽然此前并未重仓，但睿远成长价值的半年报和年报显示，该股在去年曾一度减持至138.04万股，从去年下半年开始陆续增持，至今年二季度末已经是隐形重仓股，三季度更是大手笔加仓。                   谢治宇管理的兴全合润也在同期新进，持股数为1177.53万股。在今年上半年，兴全合润已有交易东山精密的踪迹，但截至6月底，该股又被清仓。此次再买入后，该基金也是首次进入东山精密的大股东行列。                   不过，杜猛在管的摩根新兴动力则是减持了该股，就在今年6月底，该基金新进前十大股东，一个季度后，减持了123.14万股，至1123.7万股。                   除了公募基金以外，该股还得到险资青睐，新华人寿旗下2只产品买入，中国人寿旗下产品则有减持动作。                   自8月以来，该股得到长江证券、招商证券、上海证券、浙商证券等多家券商的买入评级。研报中多提到，AI业务有望带动公司业绩增长，中泰证券研报显示，该公司拟收购索尔思100%股权，通过此次收购能够快速切入光通信市场，进一步加大公司在AI领域布局。                   长源东谷的三季报则显示，6只公募基金现身前十大股东。其中，范妍在管的富国稳健增长新进，最新持股数为230万股。此前，该基金的半年报显示，长源东谷未在持股行列，买入个股动作或是从三季度开始。

五 |                    另外，这只个股还有蒋璆在管的华安动态灵活配置等多只产品现身。                   浙商证券此前研报提到，长源东谷一方面聚焦新能源领域，混动缸体缸盖领域发力显著，去年比亚迪、赛力斯混动车缸体缸盖销量实现大幅增长。另一方面则是前瞻布局机器人关键部件，重点推进灵巧手、机械臂等高性能核心模块的研发与工程化路径建设。                   闫思倩的最新调仓动作也在上市公司三季报显现。

六 | 恒而达三季报显示，鹏华碳中和继二季度新进前十大股东后，又在三季度增持该股，至134.87万股。                   不过，该股短期业绩承压，今年前三季度净利润减少逾四成。但有券商研报指出，随着该公司销售规模的逐步扩大及生产工艺的持续优化，滚动功能部件产品市场知名度和行业渗透率得以不断提升，业务规模效应正逐渐凸显。                   隆盛科技则遭减持。在今年二季度末，该股位列鹏华碳中和的第六大重仓股，持股数为1085.62万股，而到了三季度末持股数减少两成以上，至836.19万股。

七 |                    在闫思倩减持的同时，有4只公募基金新进该股前十大重仓股，包括胡宜斌在管的华安媒体互联网。                   消费、新能源亦有基金调仓                    食品股万辰集团也得到百亿基金经理的青睐，截至三季度末，李竞和胡晓管理的东方红启恒三年持有新进该股前十大股东，持股数为266.84万股。                   事实上，在二季度末，东方红启恒三年持有已重仓持有了万辰集团，彼时持股数为165.89万股，是第四大重仓股，三季度的持股数则增加了六成以上。                   从业绩表现来看，该股出现净利润率的环比提升，前三季度实现扣非归母净利润8.1亿元，同比增长955.3%，仅第三季度的净利润也增长超三倍。                   能源设备板块股蓝科高新也得到公募青睐，最新披露的三季报显示，钟帅在管的华夏行业景气、华夏卓越成长新进该股前十大股东。其中，华夏行业景气更是第五大股东，持股数为1047.48万股。                   虽然深耕能源装备领域，但近年来，蓝科高新也在向光热储能、氢能、深海经济等新兴领域拓展。三季报显示，该公司今年上半年实现净利润的扭亏为盈。

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