Market Performance - The market opened lower but rebounded, with the ChiNext Index reaching a new three-year high and the Sci-Tech 50 Index rising nearly 5% at one point. Over 4,400 stocks rose while fewer than 900 declined. By the close, the Shanghai Composite Index increased by 0.83%, the Shenzhen Component Index by 1.80%, and the ChiNext Index by 2.28% [1] Sector Performance - The chip industry chain continued its strong performance, with over 20 stocks hitting the daily limit up, including Huashuo Technology with four consecutive limit-ups, Sunflower with three consecutive limit-ups, and Zhangjiang Hi-Tech with two consecutive limit-ups reaching a new high [1] - The robotics sector saw a surge, with companies like Haoneng Co. and Zhongchuang Zhiling among over ten stocks hitting the daily limit up, and Lianmei Holdings achieving three consecutive limit-ups [2] - Alibaba Cloud-related stocks were active, with Hangang Co. hitting the daily limit up [3] - The tourism sector showed weakness, with Yunnan Tourism hitting the daily limit down [4] Trading Volume - The total trading volume for the Shanghai and Shenzhen markets was 2.33 trillion yuan, a decrease of approximately 167.98 billion yuan compared to the previous trading day. The Shanghai market accounted for 1.02 trillion yuan, while the Shenzhen market accounted for 1.31 trillion yuan [4] Top Stocks by Trading Volume - Luxshare Precision topped the trading volume with 29.9 billion yuan, followed by SMIC with 19.5 billion yuan, Sungrow Power Supply with 18 billion yuan, Zhongji Xuchuang with 16.6 billion yuan, and Xinyisheng with 15.4 billion yuan [4]

9月24日，国务院新闻办公室举行"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。 "我们在地质先行方面，强力推进隐蔽致灾因素全面动态普查。隐蔽致灾因素普查是事前预防的基础保 障，就像看病时化验、拍CT、搞穿刺一样，只有找准'病灶'才能对症下药预防。"黄锦生表示，国家矿 山安监局出台了矿山隐蔽致灾因素普查规范，加强会商督导，推动各地普查矿山7081矿次，22个省份 134处连片矿区启动了区域性普查，初步实现了"一张图"信息化管理。 在超前治灾方面，强力推进重大灾害治理科学化、系统化、规范化。重大灾害治理是事前预防的重中之 重。建立了技术支撑工作机制，分灾种公开发布防控重点，稳步开展煤炭深部安全开采工程试验，着力 突破"卡脖子"技术。着力狠抓瓦斯超前治理、区域治理、地面治理、工程治理，340处煤与瓦斯突出矿 井实施了保护层开采，95处煤与瓦斯突出矿井实现了地面井瓦斯抽采。 在风险管控方面，强力推进重大安全风险超前研判、监测预警、闭环管理。风险管控是事前预防的关键 环节。常态化开展重大风险分析研判，建成重大风险监测预警"一张网"，已接入所有正常生产建设煤 矿、所有在用尾矿库 ...

据央视财经报道，当地时间9月23日，美联储主席鲍威尔出席公开活动并发表讲话。鲍威尔表示，美联 储将持续面对就业疲软与通胀反弹的挑战，因而将继续保持谨慎的货币政策立场来对待降息，鲍威尔还 认为美股的估值"相当高"。讲话后，美国三大股指跌至日内新低，科技和非必需消费品等类别股票领 跌，三大股指集体收跌。截至23日收盘，道指跌0.19%，标普500指数跌0.55%，纳指跌0.95%。 美联储在九月议息会议上宣布降息25个基点，将联邦基金利率目标区间下调至4%至4.25%。这是自去年 12月以来的首次降息，也意味着美国货币政策在经历数月观望后，终于选择了新的方向。 市场的核心疑问在于：这仅仅是一场"风险管理式"调整，还是新一轮宽松周期的开端？未来六到十二个 月，美国经济将走向何方？美元走弱与利率下行又会如何影响全球资本流动，尤其是新兴市场？针对这 些问题，南方财经记者专访了纳斯达克首席经济学家 Phil Mackintosh。 在他看来，美联储的降息动作既是对经济数据的反映，也在一定程度上回应了外部压力。预计美联储未 来可能继续降息，利率或逐步回落至3.5%左右。如果利率进一步走低，那可能意味着经济出现衰退的 风险。 ...

9月23日，抖音生活服务发布2025第二期心动榜餐厅榜单，覆盖城市从40城扩至101城，共3300家餐厅入 选。榜单在"好吃"基础上，围绕"氛围感"的就餐趋势展开，并加大了用户点赞、互动等真实好评数据在 评选中的权重。 平台数据显示，"氛围感"相关内容在抖音同比增长了101%，67%消费者将"氛围好"列为堂食选店三大因 素之一，东方美学、山野自然、松弛时髦、未来先锋四大氛围消费趋势凸显。本期榜单进一步提升了新 兴消费城市的比例，包括桂林、大理、昆明等热门旅游目的地，以及遵义、咸阳等特色文化名城。 抖音生活服务榜单负责人介绍，用户在约会、聚餐、亲子、纪念日等场景中，更倾向选择有特色、有氛 围的餐厅，寻求"心动"体验。越来越多用户在抖音主动搜索这类餐厅。心动榜旨在通过"心动指数"体 系，帮助用户发现"不只好吃"的餐厅，同时引导商家优化环境及服务体验，将"体验优势"转化为线下客 流，驱动堂食增长，共同助力线下消费。 ...

南方财经9月24日电，硅料硅片板块持续走高，TCL中环涨停，大全能源、通威股份、弘元绿能、华民 股份、双良节能等跟涨。 ...

Market Performance - The A-share market showed strong performance on September 24, with the ChiNext Index rising by 1.9%, the Shanghai Composite Index increasing by 0.73%, and the Shenzhen Component Index up by 1.41% [1] - Nearly 4,300 stocks in the market experienced gains, with significant increases in sectors such as semiconductor chips, solid-state batteries, and real estate [1] Stock Index Data - The Shanghai Composite Index closed at 3,849.92, up by 28.08 points (0.73%) [2] - The Shenzhen Component Index reached 13,305.39, gaining 185.57 points (1.41%) [2] - The ChiNext Index was at 3,173.67, increasing by 59.11 points (1.90%) [2] - Total market turnover was 2.03 trillion yuan, with a predicted turnover of 2.33 trillion yuan, a decrease of 186.8 billion yuan [2] Alibaba's Market Surge - Alibaba's stock surged nearly 8% on September 24, reaching 170.1 HKD per share, marking a 6.71% increase and the highest price since October 2021, with a total market capitalization of 3.24 trillion HKD [6][8] - The company announced significant upgrades to its AI infrastructure at the 2025 Cloud Summit, aiming to position Alibaba Cloud as a leading provider of full-stack AI services [8] AI Developments - Alibaba's new flagship model, Qwen3-Max, was introduced, boasting performance that surpasses competitors like GPT-5 and Claude Opus 4, with over 1 trillion parameters and a pre-training dataset of 36 trillion tokens [9] - The model achieved perfect scores in specific reasoning tests, marking a significant milestone for domestic AI capabilities [9] Investment Interest - International capital has recognized Alibaba's advancements in AI, with notable investor Cathie Wood purchasing approximately 16.3 million USD worth of Alibaba shares, marking her first investment in the company in four years [10] - The AI developments have positively impacted the A-share semiconductor equipment sector, with several stocks experiencing significant gains [10] Future Outlook - Analysts suggest that Alibaba's AI and cloud strategies could represent a new growth curve, potentially increasing the revenue share from AI-related businesses and enhancing competitive barriers [10][11] - The focus on AI applications in various sectors, including healthcare and education, is expected to accelerate revenue generation, while cost-saving measures in AI coding and multi-modal generation are also anticipated [11]

Group 1 - OpenAI is collaborating with Luxshare Precision and GoerTek to enter the AI hardware market, focusing on consumer-grade AI devices [3][4] - Luxshare Precision's stock price surged by 51.6% over the past month, reaching a record high of 65.12 yuan on September 23, following the news of the partnership with OpenAI [3] - OpenAI's planned AI hardware includes smart glasses, digital voice recorders, and wearable badges, with initial products expected to launch by late 2026 or early 2027 [3][4] Group 2 - GoerTek is also in discussions with OpenAI, potentially supplying components like speakers and MEMS microphones for the AI hardware [4] - Analysts suggest that OpenAI's move into hardware could benefit various Chinese hardware companies in Apple's supply chain, including Luxshare Precision and GoerTek [4][10] - OpenAI's strategy to develop AI hardware is seen as a significant trend in the market, with a focus on creating "companion devices" that integrate AI capabilities [6][10] Group 3 - OpenAI's hardware ambitions have been evident since early 2023, with the recruitment of over 20 employees from Apple and a $6.5 billion acquisition of Jony Ive's company [6][9] - The collaboration with Jony Ive aims to produce a new form of AI hardware, potentially assembled in Vietnam and resembling a compact iPod [6] - The failure of the AI Pin device from Humane has prompted OpenAI to pursue a more integrated approach to hardware design [9] Group 4 - The consumer electronics industry is witnessing a wave of AI hardware innovation, driven by major players like OpenAI and Meta [12] - Meta's recent launch of the Ray-Ban smart glasses highlights the competitive landscape in the smart eyewear market [12] - Emerging startups are also making strides in AI hardware, with companies like Plaud AI achieving significant sales and revenue growth [14] Group 5 - The global market for wearable devices is projected to exceed 200 million units by 2025, with smart audio devices remaining the largest category [15] - IDC forecasts that smart glasses and robots will be among the most disruptive and valuable AI-enabled consumer hardware products [16] - The competitive landscape for smart glasses includes various types of manufacturers, each with unique advantages [16] Group 6 - Luxshare Precision is actively pursuing partnerships in the smart hardware sector, including a recent collaboration with PIMIC to develop new wearable products [16] - GoerTek's precision components are integral to AI-related functionalities in smart devices, positioning the company as a key player in the AI hardware market [17]

南方财经记者郭晓洁 见习记者王达毓 广州报道 超强台风"桦加沙"影响仍在持续，广东保险业理赔已跑出"加速度"。 9月24日上午，中国人寿财险广东分公司密切关注省内气象预警，在预计受台风正面袭击概率较大的茂 名和阳江等地，理赔人员第一时间联系触发了天气指数保险出险条件的客户，主动指引客户报案，并迅 速启动绿色理赔通道，当天中午12时许，茂名7件、阳江1件共计赔款6.5万元支付到位，实现"台风未登 陆，赔款已到账"。 随着台风"桦加沙"逐步逼近，广东多地气象预警信号不断升级，保险理赔需求也急剧上升。24日上午开 始，广东各大保险机构陆续接到多起报案，理赔战线全面铺开。 9月24日11点09分，中华财险广州中心支公司在接到客户某车主报案后，从接案登记、线上远程查勘， 到理赔资料审核、最终完成赔款支付，全流程高效运转，仅用11分钟便完成台风"桦加沙"广州地区首笔 案件赔付。 图源：广东人保财险 据广东人保财险透露，目前该司1500名员工居家在线值守，践行"能赔快赔、应赔尽赔、合理预赔"的承 诺。人保财险惠州一理赔工作人员表示，"我们全天候通过线上值守，24小时随时待命，全力以赴做好 客户服务。客户可以通过微信公众号、 ...

该工作人员强调，目前收购仍处意向阶段，达成与否存在不确定性，投资者需要注意相关风险。 9月24日，华菱线缆（001208.SZ）开盘涨停，报14.65元/股。 消息面上，9月23日，华菱线缆发布公告，公司拟以现金等方式收购安徽三竹智能科技股份有限公司 （以下简称"三竹智能"）控制权。后者生产的连接器是工业自动化、机器人、新能源等高端应用场景中 的关键接口和"最后一环"。此次收购有望为公司打造第二增长曲线，推动公司战略布局向智能连接方向 纵深发展。 公告显示，预计本次交易三竹智能100%股权整体作价不超过2.7亿元人民币，最终收购比例、交易对价 及业绩承诺等具体内容经履行相关审批程序后以签署的正式交易协议为准。 21财经·南财快讯记者以投资者身份致电华菱线缆证券部，工作人员表示，若此次收购顺利完成，将有 利于业务协同，满足客户对系统化、集成化产品的需求，"比如说客户不需要既买线又买连接器了，我 们可以一起卖给他，为客户提供一站式服务。" 据悉，华菱线缆是特种专用电缆生产企业，产品广泛应用于航空航天、融合装备、轨道交通及高速机 车、矿山、新能源、工程装备、数据通信等多个领域。2025中报显示，公司营业收入21.9 ...

长江证券指出，人工智能加速发展有望为半导体设备带来新需求。为应对生成式AI带来的需求增长， 全球及国内晶圆厂均将7nm及以下先进制程作为产能扩张重点。根据测算，仅考虑算力芯片和手机主控 芯片的需求，在良率和开工率中性假设下，国内对先进逻辑芯片代工产能的需求将达到3.4万片/月，考 虑到产能爬坡和研发试验线的需求，实际产能需求将大于测算值。 爱建证券表示，先进制程与封装需求持续释放，国产半导体设备在技术验证、客户导入与订单转化加速 推进，国产创新进程全面提速。多家半导体设备公司披露设备验证与订单进展：1）微导纳米iTomic系 列ALD、iTronix系列CVD等核心产品已实现量产导入，覆盖逻辑、存储、先进封装、化合物半导体， 并获头部客户重复订单；2）精智达HBM测试设备验证顺利，KGSDCP测试机速率达标，叠加自研 ASIC芯片，拓展先进封装与复杂测试空间；3）华峰测控STS8600测试机切入高算力SoC测试，首批聚 焦CPU/GPU/DPU，已在核心客户中展开验证；4）罗博特科子公司ficonTEC获约946.5万欧元硅光子封 装整线大单。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台 ...