Group 1 - In the past week, 780 stocks were investigated by institutions, with Jingzhida receiving the most attention from 138 institutions [1][2] - Jingzhida delivered its first high-speed testing machine to key domestic clients, which is primarily used in the semiconductor memory testing segment, addressing high-speed testing needs [2][3] - The delivery of this equipment is expected to strengthen and enhance Jingzhida's core competitiveness, positively impacting its future development [3] Group 2 - Other companies such as Hanhigh Group, World, Xinlitai, and Dingtong Technology received over 50 institutional investigations [4] - World announced that by the first half of 2025, it expects to develop over 15 core component customers, achieving an order amount exceeding 4 million yuan, a year-on-year increase of approximately 240% [4] - Dingtong Technology stated that its liquid cooling products are primarily used for heat dissipation in connectors and optical module signal transmission contact surfaces [4] Group 3 - The average stock price of companies investigated by institutions fell by nearly 1% in the past week, while stocks like Fuzhijie Environmental Protection and Zhangjiang Hi-Tech rose over 20% [5] - Fuzhijie Environmental Protection is collaborating with East China University of Science and Technology on key technology development for green methanol production from biogas [5] - Huazhi Technology is developing solid-state battery thermal pressing fixtures with three core features aimed at improving production efficiency [5] Group 4 - Haibo Sichuang's stock price has been reaching historical highs, with the company noting a shift in the energy storage market from price-driven to value-driven, emphasizing cost-effectiveness and economic benefits over the equipment's lifecycle [6]

人民财讯9月28日电，近日，泰晶科技（603738）车规产品获两家汽车零部件全球TOP10客户认证，公 司在汽车电子领域又迈出坚实的一步，头部客户朋友圈也一步拓展。 ...

另外，美国总统特朗普正持续施压俄罗斯石油买家。受此影响，国际油价持续攀升，布伦特11月原油期货26日站上70美元/桶，为7月底以来首次，本周累计 涨幅超5%。 俄军实施大规模打击 俄乌紧张局势持续升级。 据俄罗斯国防部最新通报，9月20日至26日，俄军使用高精度武器和攻击型无人机实施一次大规模打击和六次集群打击。 与此同时，乌克兰也加强了对俄罗斯能源基础设施的袭击，26日凌晨乌无人系统部队与其他部队协同，击中了位于俄罗斯克拉斯诺达尔边疆区阿菲普斯基炼 油厂的生产设施。 9月27日，据央视新闻，俄罗斯国防部26日通报称，9月20日至26日，俄军使用高精度武器和攻击型无人机实施一次大规模打击和六次集群打击，打击目标包 括：乌军工综合体、乌军使用的交通与能源基础设施、弹药仓库、军用机场、远程无人机组装储存和发射场地，以及乌武装部队和外国雇佣兵等临时驻地。 俄军一周内共控制4座居民点及两千余座建筑。 乌克兰武装部队总参谋部26日通报称，当天凌晨乌无人系统部队与其他部队协同，击中了位于俄罗斯克拉斯诺达尔边疆区阿菲普斯基炼油厂的生产设施，袭 击后炼油厂发生火灾，受损程度及具体细节尚在核实中。 另据乌克兰媒体26日报道，乌 ...

Group 1 - The U.S. government is considering imposing tariffs based on the number of chips in foreign electronic devices as part of its efforts to promote "manufacturing return" [1] - The proposed plan may lead to increased inflation in the U.S. as it could raise the costs of consumer goods, including a wide range of products from toothbrushes to laptops [1] - The U.S. Commerce Department is expected to estimate the value of chips in products and impose tariffs accordingly, although the plan is not yet finalized [1] Group 2 - President Trump announced on September 4 that tariffs will be imposed on semiconductor imports from companies that do not relocate production to the U.S., with exemptions for companies investing in U.S. manufacturing [2] - The tariffs on chips and semiconductors could be as high as 100%, but companies that establish manufacturing in the U.S. will not be subject to these tariffs [2] - Trump's administration is intensifying pressure on companies to produce domestically, as evidenced by the commitment from Apple to invest $600 billion in the U.S. over the next four years [2]

人民财讯9月28日电，9月28日，交通运输部副部长李扬在国新办发布会上表示，中秋国庆假期跨区域的 全社会人员流动量将达到23.6亿人次，日均约2.95亿人次，比去年假期日均出行增长3.2%左右。自驾仍 是公众出行的主要方式。预计今年中秋国庆假期自驾出行将达18.7亿人次，占出行总量的近八成。高峰 时段，预计高速公路车流量将达7000万辆，其中新能源车流量达1400万辆。 ...

人民财讯9月28日电，企查查APP显示，近日，时代启航（青岛）国际贸易有限公司成立，注册资本 3000万元，经营范围包含汽车销售；二手车交易市场经营；汽车零部件研发；汽车零配件批发等。企查 查股权穿透显示，该公司由福田汽车(600166)全资持股。 转自：证券时报 ...

人民财讯9月28日电，2025年9月28日央行以固定利率、数量招标方式开展了1817亿元7天期逆回购操 作，操作利率1.40%。 ...

美媒突然爆料。 环球网援引路透社9月26日报道称，美国政府试图推动"制造业回流"之际，三名消息人士透露，特朗普 政府正在考虑根据每台外国电子设备中的芯片数量征收关税。然而，路透社在报道中直言，若这一举措 得以实施，可能继续推高美国通胀。 报道援引保守派智库美国企业研究所经济学家迈克尔·斯特兰的话称，"在美国通胀问题日益严重，通胀 率明显高于美联储目标且不断加速的情况下"，该计划可能会推高消费品成本。由于对生产这些商品所 需的关键物料征收新关税，即使是在美国本土生产的商品也可能变得更加昂贵。 值得一提的是，据央视新闻，当地时间9月4日，美国总统特朗普宣布，美政府将对未将生产转移至美国 的半导体企业进口产品征收关税。他强调，若企业在美投资或有建厂计划，则可豁免关税。 特朗普称关税幅度将"相当可观，但不会过高"，并点名表示苹果CEO库克"不错"，因苹果已承诺未来四 年在美投资6000亿美元。此前，台积电、三星与SK海力士均已宣布在美建厂。 更早之前，当地时间8月6日，特朗普表示，将对所有进口芯片和半导体征收100%关税，"正在美国建 厂"的企业除外。据美国CNBC电视台报道，这项针对特定行业的新关税政策表明，特朗普 ...

Group 1 - The core viewpoint is that the Hong Kong stock market, particularly in the internet and non-ferrous metal sectors, has shown strong performance and is expected to continue benefiting from long-term upward trends despite potential market volatility [1] - AI remains a key theme in the Hong Kong market, with internet stocks anticipated to be among the biggest beneficiaries [1] - Non-ferrous metals are expected to benefit from both liquidity easing due to interest rate cuts and rising inflation expectations [1] Group 2 - The recommendation is to focus on technology sectors, including AI internet large caps and high-end manufacturing small caps, as well as non-ferrous metals [1] - There is a suggestion to increase allocation to Hong Kong insurance stocks, which have significant market expectation discrepancies, as well as to value strategies such as "turnaround" and high dividend stocks [1] - Some undervalued innovative pharmaceutical stocks are recommended for bottom-up investment [1]

来源：证券时报网 作者：许孝如 近期，贵金属市场全面升温。继黄金后，白银也走出了一骑绝尘的行情。 9月26日，国际白银价格强势上行，伦敦现货白银突破46美元/盎司，最高触及46.62美元/盎司，创下自 2010年以来的14年新高。在过去六个月内，现货白银累计涨幅已超过30%，表现远超多数大宗商品，年 内涨幅更是达到59%，也超过黄金的43%涨幅。 相比之下，2024年白银的平均价为每盎司28.27美元，2023年为每盎司23.35美元。 在美联储降息、地缘风险加剧等背景下，贵金属市场迎来一轮前所未有的强劲行情。 9月26日，白银价格突破46美元/盎司，创出14年新高，过去六个月白银价格大涨超30%；黄金徘徊在历 史纪录高位；铂金更是一周飙升11.5%，突破1500美元/盎司，创出12年新高。 值得注意的是，金银铂轮番创下多年新高，成为大宗商品市场的焦点，引发大量资金涌入。不过，业内 机构普遍提醒投资者警惕贵金属价格波动风险。 白银创下14年新高 分析人士认为，除宏观资金推动外，汽车尾气处理催化剂、电动车电池等领域的应用需求预期增强，也 是铂金价格上涨的重要动力。 黄金则继续在历史高点附近震荡，伦敦现货金目前报 ...