Group 1 - The U.S. stock market opened higher, with the Dow Jones up 0.12%, Nasdaq down 0.02%, and S&P 500 up 0.01% as of 10:30 PM Beijing time [2] - American Lithium Corp surged over 100% amid reports that the U.S. government is negotiating to acquire a stake in the mining company [2] Group 2 - Tesla's stock rose over 3% as UBS raised its Q3 delivery forecast from 431,000 to 475,000 units, an increase of nearly 10%, suggesting potential record deliveries for the quarter [4] - The Nasdaq Golden Dragon China Index increased by over 3.7%, with several Chinese concept stocks rising over 10% [6] - Alibaba's stock jumped nearly 10%, reaching its highest level since October 2021, following the announcement of a partnership with NVIDIA for Physical AI and plans for a significant investment in AI infrastructure [6] - Baidu's stock opened up over 8%, with analysts highlighting the growth potential in cloud computing, autonomous driving, and self-developed chips [7] Group 3 - Powell warned of risks in the stock market, citing increased downside risks in the job market as a key reason for the recent interest rate cut [8] - The core PCE inflation rate for August is expected to be 2.3%, with price increases primarily reflecting tariff impacts rather than widespread inflationary pressures [8] - There is a general expectation that the Federal Reserve may cut rates two more times this year, although there are still internal disagreements [9]

"从统计数据来看，'十四五'规划应急管理的主要指标提前完成，部分指标呈现具有标志性意义的一些 变化。"应急管理部部长王祥喜在会上表示。 在安全生产方面，2024年全国生产安全事故死亡人数比"十三五"期末下降28.4%，重特大事故起数首次 降到个位数，比"十三五"期末下降43.8%，今年生产安全事故起数、死亡人数还在持续下降。 在自然灾害方面，2021年至2024年我国平均受灾人次、因灾死亡失踪人数、因灾直接经济损失占国内生 产总值比，分别比"十三五"时期下降了31.3%、23%和34.3%。 累计排查重大隐患超116万项 9月24日，国新办举行高质量完成"十四五"规划系列主题新闻发布会，介绍"十四五"时期应急管理改革 发展成就。 全球气候变暖背景下，极端天气灾害趋多趋强，尤其是这些年来，我国北方地区极端暴雨天气越来越频 繁。 如2021年7月，郑州出现最大小时降雨量201.9毫米，突破我国大陆小时降雨量历史极值；如2023年汛 期，海河流域8条河流发生有实测记录以来的最大洪水；再如今年"七下八上"防汛关键期，北京、河北 极端降雨一度持续了83个小时，甘肃兰州榆中县15小时降雨量达220.2毫米，超过当地常年降 ...

9月23日，国家能源局最新数据显示，8月份，全社会用电量10154亿千瓦时，同比增长5.0%，已实现连 续两个月突破万亿千瓦时大关。 从分产业用电看，第一产业用电量164亿千瓦时，同比增长9.7%；第二产业用电量5981亿千瓦时，同比 增长5.0%；第三产业用电量2046亿千瓦时，同比增长7.2%；城乡居民生活用电量1963亿千瓦时，同比 增长2.4%。 中国电力企业联合会统计与数智部副主任蒋德斌向21世纪经济报道记者表示，全国全社会用电量规模的 高企，一方面，与夏季高温天气直接相关；另一方面，在一系列政策拉动下，宏观经济保持回暖态势， 各行业产能持续释放。 用电量连破万亿千瓦时 第二产业用电量持续回升，8月同比增速达5.0%。1—8月，第二产业用电量4.34万亿千瓦时，同比增长 3.1%。8月当月，第二产业用电量持续回升，同比增长5.0%，比上月提高0.3个百分点，比上年同期提高 1.0个百分点。 第三产业用电量延续快速增长势头。1—8月，第三产业用电量1.33万亿千瓦时，同比增长7.7%。8月当 月，第三产业用电量增速环比略有下降，但仍保持较快增长，增速为7.2%。 继今年7月之后，8月份全国全社会用电量 ...

小马智行涨超4%，逼近历史高位。消息面上，高盛集团分析师Allen Chang维持小马智行"买入"评级， 并将目标价从26美元上调至27.7美元。另外，小马智行此前宣布与新加坡最大交通运营服务商康福德高 合作部署自动驾驶汽车，双方正等待监管部门批准。 鲍威尔警告股市风险 美联储主席鲍威尔自上周降息以来的首次公开讲话再度引发市场关注。 北京时间9月24日晚，美股三大指数高开，截至22时30分左右，道指微涨0.12%，纳指跌涨0.02%，标普 涨0.01%。 美洲锂业公司暴涨超100%。消息面上，据人民日报旗下国际金融报，有消息称，美国政府正在就入股 该矿商进行谈判。 特斯拉涨超3%。消息面上，10月初，特斯拉将公布其第三季度的汽车交付数据。瑞银在几乎最后的时 间内大胆上调了对特斯拉的Q3交付量预期，从43.1万辆调整至47.5万辆，增加了近10%。瑞银认为，今 年Q3特斯拉还有可能超出其预期，创下特斯拉单季度交付量的历史最高水平。 中国资产拉升，阿里、百度大涨 纳斯达克中国金龙指数大涨超3.7%，多只中概股涨超10%。 阿里巴巴大涨近10%，至2021年10月以来最高水平。今日港股市场上，阿里巴巴-W（0998 ...

Core Insights - The development of humanoid robots is heavily reliant on innovations in communication connectivity, which necessitates stringent requirements for chip computing power and energy consumption [1] - The company aims to enable humanoid robots to perform real-time actions based on arbitrary commands by mid-2024, with a longer-term goal of allowing robots to operate autonomously in unfamiliar environments by the end of 2025 [1][2] - The company emphasizes the importance of reducing cable usage in robots, as 60%-70% of industrial robot failures are related to cable issues, and aims to connect the main control unit and limbs with a single cable in the future [2] - The development of large models is crucial for enhancing the general capabilities of robots, and the company advocates for an open-source approach to accelerate industry advancement, having recently open-sourced its UnifoLM-WMA-0 model [3]

记者丨易妍君 编辑丨包芳鸣 视频丨张迎 作为公募行业规模最大、知名度最高的货币基金，天弘余额宝的降费动作引发市场关注。 9月23日，天弘基金公告称，经与基金托管人中信银行协商一致，决定调低天弘余额宝货币基金的托管 费，由原来的0.08%年费率调低为0.07%。调整后费率即日生效。 自公募基金费率改革启动以来，主动权益基金、指数基金、债券基金陆续开启批量降费模式，货币基金 的降费主要在小范围进行。如今，接近8000亿元规模的天弘余额宝调降托管费，意味着什么？ 受访人士向21世纪经济报道记者指出，天弘余额宝降费可能会带动其他大中型货币基金跟随调整费率， 进而推动货币基金的整体费率水平下降。同时，大规模货基降费短期将加剧行业竞争，迫使行业提升管 理能力。此外，于投资者而言，调降货基的管理费率、托管费率，直接降低了投资成本，在货基收益率 普遍偏低的情况下，能减少费率对收益的侵蚀，提升投资者实际回报。 今年以来，货基降费的趋势已有显现。天弘余额宝降费的同一天，易方达基金、国新国证基金分别宣布 将调降旗下一只货币基金的管理费率、托管费率。而东证融汇资管、兴证资管、长江证券资管则公告了 调低货币基金管理费适用费率相关事宜。 ...

21世纪经济报道记者获悉，近日，富途、老虎等跨境互联网券商在开户要求中，对于内地客户的要求， 从"海外生活工作证明"调整为"海外身份证明文件"。 图片来源：富途证券官网 富途控股客服称，"根据最新监管要求，目前内地客户开户需持有海外居民身份证明"。老虎国际客服则 表示，实际居住于境外的投资者若有开户需求，需提交对应的海外或香港、澳门地区身份证明文件等。 今年以来，内地客户投资港美股的渠道持续收紧。6月，注册在新加坡的长桥证券调整为，中国内地客 户仅限实际在境外工作或生活者可开户。8月，来自美国的盈透证券在应用商店下架APP，并要求内地 客户开户需要有长期在境外生活或工作的证明材料。 "最新的调整应该是进一步明确要求。"有香港本地券商人士透露，"按照监管要求，此前大多数券商都 调整了"。 （原标题：调整为持有海外身份证明，富途、老虎再度缩紧内地居民开户通道） 21世纪经济报道记者李域 深圳报道 跨境互联网券商对内地居民的开户政策进一步收紧。 今年8月，应监管相关要求，全球最大互联网券商盈透证券跟进收紧了对中国内地居民的开户通道。 盈透证券开户申请提示称，公司遵守包括中国内地在内的世界各国(地区)的法律法规要求， ...

Group 1 - Lixun Precision's stock price has shown strong performance, reaching a record high of 72.29 CNY per share, with a 9.89% increase during the day and a total market value exceeding 500 billion CNY, reflecting a more than 50% increase since September [1][4] - The market is focused on the capital connection between Lixun Precision and Chery Automobile, which is set to list on the Hong Kong Stock Exchange with a maximum fundraising of 10.517 billion HKD, and Lixun holds a 16.83% stake in Chery [4] - Lixun Precision and Chery have established a joint venture in the new energy vehicle ODM sector, aiming to become a Tier 1 leader in automotive components [4] Group 2 - There are rumors of collaboration between Lixun Precision and OpenAI to develop consumer-grade AI devices, with initial products expected to launch by the end of 2026 or early 2027 [5] - Lixun Precision's financial performance is strong, with a revenue of 124.5 billion CNY for the first half of 2025, a year-on-year increase of 20.18%, and a net profit of 6.644 billion CNY, up 23.13% [5] - The automotive interconnect products and precision components business of Lixun Precision showed remarkable growth, with revenues reaching 8.658 billion CNY, a year-on-year growth rate of 82.07% [5] Group 3 - Lixun Precision is expected to benefit from the AI wave, expanding its growth potential in consumer electronics while actively developing its telecommunications and automotive sectors [6] - Profit projections for Lixun Precision are optimistic, with expected profits of 16.673 billion CNY, 20.790 billion CNY, and 25.324 billion CNY for the years 2025 to 2027 [6]

跨境互联网券商对内地居民的开户政策进一步收紧。 21世纪经济报道记者获悉，近日，富途、老虎等跨境互联网券商在开户要求中，对于内地客户的要求，从"海外生活工作证明"调整为"海外身份证明文 件"。 富途控股客服称，"根据最新监管要求，目前内地客户开户需持有海外居民身份证明"。老虎国际客服则表示，实际居住于境外的投资者若有开户需求，需 提交对应的海外或香港、澳门地区身份证明文件等。 今年以来，内地客户投资港美股的渠道持续收紧。6月，注册在新加坡的长桥证券调整为，中国内地客户仅限实际在境外工作或生活者可开户。8月，来自 美国的盈透证券在应用商店下架APP，并要求内地客户开户需要有长期在境外生活或工作的证明材料。 "最新的调整应该是进一步明确要求。"有香港本地券商人士透露，"按照监管要求，此前大多数券商都调整了"。 内地人开户 您好,根据最新监管要求,目前内地客 户开户需持有海外居民身份证明。若您 符合此条件,我们很乐意为您办理。开 户需准备:1、有效的内地身份证明文件 (如身份证、护照);2、香港或澳門的身 份證明文件(如香港居民身份证)。注:除 港澳外,其他海外的身份證明文件暫不 支持,將會在系統升級後支持,請耐心 ...

Group 1 - Guoxin Technology announced that four shareholders plan to reduce their holdings by a total of no more than 4.5% of the company's shares, with specific reductions including 8.5 million shares from Tibet Jinsong Taida Venture Capital, accounting for 2.53% of total shares [1] - Shengke Communication reported that the National Integrated Circuit Industry Investment Fund reduced its shareholding from 19.60% to 15.00% by selling 18.8569 million shares [1] - Heng Rui Pharmaceutical signed a licensing agreement for its innovative drug SHR-A1811, receiving an upfront payment of $18 million and being eligible for up to $1.093 billion in milestone payments [1] Group 2 - Shangwei New Materials announced that its affiliate Zhiyuan Hengyue plans to make a tender offer to acquire 37% of the company's shares at a price of 7.78 yuan per share, with a maximum funding requirement of 1.161 billion yuan [2] - Huasoft Technology stated that it is currently producing and selling light-initiated agents in small batches based on customer orders, with revenue from this product expected to account for less than 2% of total revenue in 2024 [3] - Tian Shili's subsidiary received approval for clinical trials of TSL2109 capsules, a dual-target drug for advanced solid tumors, with no similar drugs currently in clinical trials [3] Group 3 - Dalong Real Estate announced plans to acquire 60% of Beijing Chengzhu Real Estate Development Co., with the transaction still in the planning stage and not yet confirmed as a related party transaction [4][5] - Xizang Tourism decided to terminate its major asset restructuring plan to acquire a 60% stake in Beihai Xinyi Cruise Co., due to market environment changes [6] - Jingzhida delivered its first high-speed testing machine for semiconductor memory testing, which is expected to positively impact future operating performance [7] Group 4 - Hongsheng Huayuan elected Ma Xinzhen as the chairman of the board, who will also serve as the head of the strategic committee [8] - Wanhui High-tech expects a net profit increase of 69.81% to 109.77% year-on-year for the first three quarters [10] - New Zhizhi Software's subsidiary plans to acquire 49% of Shenzhen Hengdao's shares [10]