Group 1: Technology Sector Developments - Huawei plans to invest 15 billion yuan in ecosystem development, with over 1,300 software and hardware products compatible with HarmonyOS and 17 million devices running HarmonyOS 5 [2] - Neuralink aims to start brain-computer interface trials in October for individuals who have lost their ability to speak, allowing them to convert thoughts into text without a keyboard [3] - Xiaomi's collaboration with Apple allows for deeper integration of Apple CarPlay in Xiaomi vehicles, with over 50% of Xiaomi SU7 owners using Apple phones [4] Group 2: Regulatory and Compliance Responses - Weibo has established a special rectification team to address issues raised by regulatory authorities regarding the management of trending topics and information content [5] - Kuaishou has also formed a special team to improve its trending topic management mechanisms in response to regulatory feedback [6] - TikTok's parent company, ByteDance, is committed to complying with Chinese laws while ensuring TikTok's continued operation in the U.S. [7] Group 3: Business Collaborations and Investments - Midea Group and Huawei have signed a strategic cooperation agreement to leverage their strengths in technology and information communication across various sectors [9] - Zhejiang Shikong Daoyu has secured 2 billion yuan in investments for its global headquarters project and business development in satellite communications [15] - Baoli International plans to invest in semiconductor testing equipment company Hongtai Technology, reflecting confidence in the semiconductor testing industry [16] Group 4: Market and Product Launches - Taobao has launched a trial for its flash purchase group buying service in cities like Shanghai and Shenzhen, covering various food categories [8] - Microsoft will increase the prices of several Xbox consoles in the U.S. starting in October due to changes in the macroeconomic environment [10]

据智通财经，9月21日，上海正式对外发布ITU具身智能机器人标准化展望及人形机器人数据集标 准、"浦江X"具身智能标准化数据集平台（穹顶DOME）。 据优必选科技官微，9月21日，优必选与云智汇科技签署全球战略合作协议，进一步明确了双方在人形 机器人研发、制造与全球市场推广的分工。 国海证券认为，电动化与智能化浪潮下，国内外人形机器人产品问世并不断迭代，有望开辟比汽车更广 阔的市场空间，人形机器人产业链将迎来"从0至1"的重要投资机遇。机器人从本体到零部件商持续开展 产品迭代，同时快速推进业务合作和场景应用，积极探索人形机器人规模化量产和商业落地。 9月22日，三大指数盘中震荡飘绿，机器人板块逆市活跃。相关ETF方面，机器人ETF（159770）盘中 涨0.54%，成交额超1亿元，盘中换手率1.44%。成分股方面，伟创电气涨超7%，凯尔达、东杰智能、燕 麦科技等个股跟涨。 据Wind金融终端，9月19日机器人ETF（159770）获资金净流入503万元。值得关注的是，截至9月19 日，机器人ETF（159770）最新规模为82.47亿元，居深市同标的产品第一。 机器人ETF（159770）追踪中证机器人指数， ...

成分股中，高伟电子涨近6%，优必选、舜宇光学科技、瑞声科技、东方甄选等多股涨超3%。 资金流向方面，Wind数据显示，港股科技30ETF（513160）近10个交易日持续获资金净流入，累计"吸 金"7.3亿元。 9月22日，港股低开低走。 热门ETF中，港股科技30ETF（513160）盘初逆市上涨，截至发稿上涨0.44%，成交额超1.66亿元，溢折 率0.17%，盘中频现溢价交易。 消息面上，据证券日报，科技板块是港股本轮行情主要推动力。上周（9月15日至9月19日，下同），港 股市场表现亮眼。恒生指数在9月18日盘中一度突破27000点关口，创下近四年以来的新高，市场交投活 跃。其中，科技板块成为本轮行情的主要推动力，恒生科技指数单周累计涨幅为5.09%，延续了近期的 强劲势头。从资金配置动向来看，港股相关ETF成为资金流入的核心载体，多只产品规模与资金净流入 呈现"双高"态势。 华泰证券表示，港股科技板块或依然处在布局区。得益于国内AI进展的再加速，近期港股科技股快速 反弹。恒生科技和恒生港股通科技指数从7月低点累计上涨近20%。展望来看，在美联储新一轮宽松周 期开启、互联网及科技新一轮进展等启动下，港 ...

（原标题：爱马仕配货诉讼被驳回；始祖鸟道歉；古驰又换CEO｜二姨看时尚） 21世纪经济报道记者 高江虹 实习生 陈晓冉 上周，时装周将才相继落幕，赛事又启：中国国际时装周（秋季）、2026春夏北京时装周相继举办，前 者首发首秀创纪录，后者迎十周年规模之最，歌力思旗下IRO首登中国国际时装周；浪琴表北京国际马 术大师赛定档10月16-19日鸟巢，官宣骑手阵容，大牌不少，金秋北京好景配好鞍。 圈里大事真不少，"爱马仕配货案"被美国法院驳回，爱马仕终于获支持实行配货制度了？一个"升龙"艺 术项目让始祖鸟品牌声誉受挫，品牌忙发道歉信补救；瑞士手表全球出口额7月刚短暂回归增长轨道，8 月的数据又走弱了，同比下滑16.5%。LVMH间接持股Moncler超4%后停手；VF集团6亿美元售迪克斯止 损；Suitsupply竞购米兰杜尼尼宫30年经营权；优衣库邀KAWS任首位驻地艺术家。 人事方面，开云集团官宣Francesca Bellettini为古驰CEO，强势女将能否力挽狂澜？迪奥重组团队挖回老 员工，似乎在验证"老"的就是香。 1.《升龙》艺术项目惹众怒，始祖鸟发致歉信 9月21日，加拿大高端户外品牌始祖鸟针对其赞助 ...

Group 1 - The Hong Kong stock market, including the Hang Seng Index and Hang Seng Tech Index, opened lower on September 22, with the Hong Kong Consumer ETF (159735) down 0.11% and a trading volume exceeding 12 million [1] - The Hong Kong Consumer ETF tracks the CSI Hong Kong Stock Connect Consumer Theme Index, which consists of 50 liquid and large-cap consumer-related stocks within the Stock Connect range, reflecting the overall performance of consumer stocks in Hong Kong [1] - The Ministry of Culture and Tourism announced a three-year action plan to boost cultural and tourism consumption, coinciding with the upcoming 8-day holiday period that includes the National Day and Mid-Autumn Festival, indicating a potential surge in tourism [1] Group 2 - Century Securities highlighted that the 8-day holiday period is expected to drive growth in the "Golden Week" tourism market, with a recommendation to focus on undervalued sectors such as hotels, dining, and tourism [2] - Dongxing Securities noted that consumption during the Mid-Autumn and National Day holidays is likely to be boosted by new consumption policies, with cities starting to distribute consumption vouchers, which could enhance domestic consumption [2] - The overall demand recovery in the consumer sector, particularly in the dining industry, is anticipated to grow alongside tourism and sports economies in the second half of the year [2]

南财投研通数据显示，9月15日至9月21日，券商给予上市公司目标价共223次，按最新收盘价计算，目标价涨幅排 名居前的公司有贵州茅台、汉王科技、春立医疗，目标价涨幅分别为77.12%、72.37%、64.90%，分别属于白酒、 软件开发、医疗器械行业。 | | | | 10家最新被调高评级的公司 | | | | --- | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 机构 | 此前评级 | 最新评级 | 行业 | | ୧୦356୧ | 伯特利 | 财通证券 | 增持 | 买入 | 汽车零部件 | | 300811 | 铂科新材 | 华安证券 | 增持 | 洪入 | 金属新材料 | | 300054 | 鼎龙股份 | 华安证券 | 增持 | 买入 | 电子化学品 | | 600276 | 恒瑞医药 | 渤海证券 | 増持 | 派入 | 化学制药 | | 688261 | 天微米营 | 华泰金融控股(香港) | 増持 | 派入 | 半导体 | | 002371 | 北方华创 | 长城证券 | 增持 | 派入 | 半导体 | | 600458 | 时代新材 | 华创证 ...

9月22日，A股三大指数集体高开，中证全指证券公司指数截至发稿涨0.36%，成分股中，国盛金控涨超 2%，太平洋、中信证券、东方财富、锦龙股份、国信证券等跟涨。 相关ETF中，券商ETF（159842）盘初快速翻红，截至发稿涨0.26%，成交额超1500万元，溢折率 0.04%，盘初频现溢价交易。 资金流向上，Wind金融终端数据显示，券商ETF（159842）近20个交易日有19日获资金净流入，累 计"吸金"超27亿元。 券商ETF（159842）跟踪中证全指证券公司指数。该指数选取中证全指样本股中至多50只证券公司行业 股票组成，以反映该行业股票的整体表现。 消息面上，据中国证券报，进入9月下旬，A股上市券商2025年中期分红开始陆续发放：9月19日，南京 证券向全体股东每股派现0.05元（含税，下同），合计派现1.84亿元；前一天招商证券向全体股东每股 派现0.119元，合计派现10.35亿元。2025年上半年整体经营业绩修复为上市券商中期权益分派提供了重 要支撑。 中航证券表示，年初以来，权益市场整体表现向好，但券商板块指数修复力度仍落后于大盘，大型券商 估值目前仍处于历史中低位水平。展望全年，资本市 ...

Group 1: TikTok Issue Resolution - China and the US have reached a basic framework consensus to resolve the TikTok issue through cooperation, aiming to reduce investment barriers and promote economic and trade cooperation [1] - The consensus includes the operation of TikTok's US user data and content security business, as well as the authorization of algorithm and intellectual property usage rights [1] Group 2: Trade and Logistics Developments - The China-Laos Railway has seen over 15 million tons of import and export cargo since its operation began in December 2021, with a total value exceeding 65.3 billion yuan [2] - In the first eight months of this year, cargo volume through the railway reached 3.762 million tons, with a value of 17.78 billion yuan, marking year-on-year increases of 5% and 43.7% respectively [2] Group 3: E-commerce Regulations - Thailand's Trade Competition Commission is advancing new regulatory guidelines for digital e-commerce platforms, focusing on prohibiting below-cost pricing, price discrimination, unreasonable fees, and algorithm manipulation [3] - The new regulations aim to address complaints from online merchants regarding forced use of specific logistics and increased commissions, promoting fair competition [3] Group 4: E-commerce Expansion - Lazada has fully integrated with Tmall, allowing merchants to easily enter the Southeast Asian market, marking a significant operational collaboration [4] - Notable brands such as Philips and Babycare have confirmed their participation in this initiative [4] Group 5: International Expansion of Delivery Services - Meituan's international delivery brand Keeta has officially launched operations in Kuwait, marking its third entry into the Gulf region [5] - Didi's subsidiary 99 announced a 2 billion real (approximately 2.6 billion yuan) investment in Brazil to expand its food delivery service, aiming to cover 15 cities by the end of the year [6] Group 6: Logistics Service Expansion - Amazon has expanded its multi-channel fulfillment service to allow sellers on platforms like Shein, Shopify, and Walmart to manage their logistics through a single operation [7][8] Group 7: Cross-Border Payment Services - The Saudi Central Bank has signed an agreement with Ant Group to launch Alipay+ cross-border payment services in Saudi Arabia by next year [9] Group 8: Consumer Electronics and Retail Expansion - The tech company Dreame has secured over 100 million yuan in overseas pre-orders for its first smartphone, indicating strong market recognition [10] - Bawang Tea has opened its second store in North America, located in a major shopping center in Los Angeles, attracting significant customer interest [11] Group 9: Automotive Industry Developments - XPeng Motors reported a 137% year-on-year increase in overseas deliveries, with over 24,702 vehicles delivered in the first eight months of the year [12] - XPeng has initiated localized production in Europe, with its first vehicles set to roll off the production line in Austria by the third quarter of 2025 [13]

Group 1 - The steel sector experienced a decline at the beginning of trading, with Shougang Corporation hitting the limit down [1] - Bayi Steel fell over 4%, while other companies such as Xining Special Steel, New Steel, and Wujin Stainless Steel also saw declines [1]

Group 1: Market Overview - The Federal Reserve's interest rate cut has led to a new high in international gold prices, while domestic commodity prices show mixed trends, particularly in the energy and chemical sectors [1] - The energy and chemical sector saw a decline in fuel oil by 0.61%, while crude oil increased by 2.16% and lithium carbonate rose by 3.93% [1] - The black series commodities, including coke and coking coal, experienced significant gains, with coke rising by 6.95% and coking coal by 7.65% [1] Group 2: Focus on Coking Coal and Coke - Coking coal and coke have become the core products driving the domestic futures market, with both achieving over 6% weekly gains [2] - Supply constraints due to environmental policies and limited production recovery have kept the market in a tight balance, with coking coal production rates increasing slightly but remaining below safe levels [3][4] - Demand for coke remains stable, with steel mills increasing production, leading to a weekly increase in coke consumption [3] Group 3: International Gold Market - International gold prices have reached historical highs, with COMEX gold futures touching $3744.0 per ounce, driven by multiple factors including the Federal Reserve's interest rate cut [5] - The market anticipates further increases in gold prices, with forecasts suggesting potential targets of $4000 to $5000 per ounce in the coming years [5] - The recent rise in gold prices has been attributed to a decrease in real yields and a weakening dollar, although caution is advised regarding potential short-term corrections [5] Group 4: Financial Data Insights - China's financial data for August shows a robust growth in total financing, with social financing scale reaching 433.66 trillion yuan, reflecting an 8.8% year-on-year increase [8] - The broad money supply (M2) also grew by 8.8%, indicating sustained macroeconomic support for economic recovery [8] - The trend of "deposit migration" continues, with household deposits decreasing while non-bank financial institution deposits increase, suggesting a shift in investment behavior [9] Group 5: Sector-Specific Insights - In the lithium carbonate market, demand remains strong due to downstream material factories replenishing stocks, although supply pressures are expected to limit price increases [10] - The iron ore market is experiencing high volatility, with increased domestic production and port inventory declines, while steel demand shows resilience [10] - The agricultural sector, particularly in the pig market, faces supply pressures with no significant demand support, leading to continued price declines [11]