【导读】美科技股下跌，中概龙头逆市上涨；马斯克万亿薪酬计划获批 大家早上好！昨夜今晨，又有很多大事发生。 11月6日，美国三大股指全线收跌，美国科技股大跌，中概龙头股逆市上涨。国际贵金属期货普遍收跌。 美国三大股指全线收跌 美国三大股指全线收跌，道指跌0.84%，报46912.3点；标普500指数跌1.12%，报6720.32点；纳指跌1.9%，报23053.99点。 赛富时跌5.30%，英伟达跌3.65%，亚马逊跌2.86%，领跌道指。 | 名称 代码 | | 序号 | 现价 | 涨跌 涨跌幅 - | 年初至今 | 时间 | | --- | --- | --- | --- | --- | --- | --- | | 赛富时(SALESFOR CRM | | 1 | 239.300 | -13.380 -5.30% | -28.07% | 16:00 | | 英伟达(NVIDIA) | NVDA | 2 | 188.080 | -7.130 -3.65% | 40.09% | 16:00 | | 亚马逊(AMAZON) AMZN | | 3 | 243.040 | -7.160 -2.86% | 10.78% ...

11月6日，美国三大股指全线收跌，美国科技股大跌，中概龙头股逆市上涨。国际贵金属期货普遍收跌。 美国三大股指全线收跌 美国三大股指全线收跌，道指跌0.84%，报46912.3点；标普500指数跌1.12%，报6720.32点；纳指跌1.9%，报23053.99点。 标普500(SPX) 11-06 16:20:01 昨收 6796.29 成交额 0.00 6720 今开 6787.59 成交量 0 -75.97 -1.12% 上涨 337 164 下跌 1 本留 29.0 最高价 6796.68 -0.22% 市盈率 近20日 最低价 6707.51 今年来 14.26% 市净率 5.48 સ્ત્ર B4 周K 月K 更多 日K 五日 叠加 6885.07 1.31% 6707.51 -1.31% 16:00 09:30 道琼斯工业平均(DJI) 11-06 16:20:01 | 46912.30 | | --- | | -398.70 - -0.84% 今开 0 | | 上涨 平盘 19 | | 最高价 47359.29 市盈率 | | 最低价 46787.44 市净率 | | ANT THE DU DU ...

Core Insights - Xiaopeng Motors officially entered the extended-range electric vehicle market with the launch of its new technology solution, the Kunpeng Super Range, and announced the pre-sale of its first super range model, the Xiaopeng X9 [4][14] Group 1: Product Launch and Technology - The Kunpeng Super Range technology aims to address the five major pain points of traditional extended-range vehicles, including short pure electric range and slow charging speed [15][17] - The new model features a combination of "super fast charging large battery + large fuel tank" and is equipped with a third-generation 1.5T high-efficiency turbocharged engine [15][17] Group 2: Market Positioning and Strategy - Xiaopeng Motors is positioning itself as a global AI automotive company, catering to users in regions with weak electricity infrastructure and extreme climate conditions [15][18] - The company conducted market research in Mexico and Australia, identifying challenges in the adoption of pure electric vehicles due to inadequate charging infrastructure and vast uninhabited areas [15][18] Group 3: Public Perception and Trust - CEO He Xiaopeng publicly demonstrated the internal structure of the humanoid robot IRON to dispel doubts about its authenticity, showcasing the company's commitment to transparency [2][5][12] - The demonstration was part of a broader effort to rebuild trust after initial skepticism regarding the robot's design and functionality [5][12]

Core Viewpoint - XPeng Motors experienced a significant stock price increase, with shares rising over 14% during intraday trading and closing nearly 10% higher following the demonstration of its humanoid robot, IRON, by CEO He Xiaopeng, who confirmed that the robot contains no human inside [2][5][6]. Group 1: Robot Demonstration - He Xiaopeng publicly showcased the internal structure of the IRON robot at the launch event, cutting open its left foot to dispel rumors of a human inside [5][6]. - The demonstration was a response to public skepticism following the robot's debut at the 2025 XPeng Technology Day, where its lifelike appearance raised questions about its authenticity [6][8]. - He Xiaopeng expressed emotional difficulty in convincing the robot team to conduct a second demonstration, highlighting the team's attachment to the robot [6][9]. Group 2: Entry into Extended Range Market - XPeng Motors officially entered the extended range market with the launch of its new Kunpeng Super Extended Range technology and the pre-sale of its first extended range model, the XPeng X9 [5][11]. - The decision to enter this market was driven by the need to cater to global users facing different charging infrastructure challenges, as identified in market research conducted in Mexico and Australia [12]. - He Xiaopeng emphasized that XPeng Motors aims to be more than just a pure electric vehicle company, indicating a strategic shift in its business model [11][12]. Group 3: Future Projections - He Xiaopeng predicted a significant increase in revenue and sales scale for XPeng Motors in 2026 and 2027 compared to 2025, driven by the new extended range offerings [12]. - The company aims to address five core pain points of traditional extended range vehicles, including short electric range and slow charging speed, through its new technology [12].

美国最高法院正在审议特朗普全面关税政策的合法性并在当天听取口头辩论。据多家媒体报道，在2个 半小时的口头辩论期间，多名保守派和自由派法官"尖锐"提问代表特朗普政府的律师，质疑特朗普是否 可以利用一项50年前的法案所赋予的权力为其关税政策辩护，认为这是对行政权力的扩张。 根据美国宪法，美国国会决定关税政策。然而，特朗普政府援引1977年通过的美国《国际紧急经济权力 法》推行全面关税政策。该法赋予总统在某些紧急情况下"管制"进口的权力。 在特朗普之前，没有美国总统曾依据该法征收关税。受特朗普关税政策影响的美国企业和美国12个州先 前发起诉讼，质疑该政策的合法性。多家法院先前裁决，特朗普政府援引该法施行全面关税政策违法。 今年4月，美国宣布对所有贸易伙伴实施所谓"对等关税"政策，设立10%的"最低基准关税"，并针对包 括最不发达国家在内的部分贸易伙伴实施更高税率。 （原标题：特朗普：输了麻烦就大了） 来源：新华社 美高院激辩关税 特朗普：输了麻烦就大了 美国最高法院多名法官5日质疑特朗普政府全面关税政策的合法性。特朗普当日发帖说，如果政府输掉 这一案件，影响将"极具破坏性"。 据美联社报道，最高法院各有3名保守派和 ...

Market Performance - US stock markets experienced a significant drop on November 6, with the Dow Jones falling approximately 300 points, the Nasdaq declining by 1.6%, and the S&P 500 decreasing by about 1% [2] - Concerns over high valuations in AI-related stocks intensified, leading to a continued decline in this sector [2] Employment Data - The number of layoffs in October surged to 153,074, driven primarily by the technology and warehousing sectors, marking an increase of 183% from September and nearly three times the figure from the same month last year, representing the highest October layoffs since 2022 [3] - Revelio Labs reported a decrease of 9,100 in non-farm employment for October, following an increase of 33,000 in the previous month [3] Stock Movements - AI-related stocks saw significant declines, with Qualcomm down 4%, AMD down 7%, and Oracle down approximately 4% [3] - Notable declines included Nvidia at -2.56% and Meta at -2.15% [4] Legislative Developments - Investors are closely monitoring developments in Washington regarding the legality of tariffs imposed by the Trump administration, with expectations rising that the Supreme Court may overturn these tariffs, potentially boosting the stock market [5] - Chinese stocks initially surged over 2% but later experienced fluctuations, with Xpeng Motors notably rising by 8.77% [5] Federal Reserve Insights - Chicago Fed President Austan Goolsbee expressed concerns about the lack of inflation data during the government shutdown, indicating a cautious approach to interest rate cuts [8] - Goolsbee highlighted worries about core service inflation, suggesting persistent price pressures even outside the direct impact of tariffs [8]

来源：贵州省纪委监委、政事儿 经查，梁伟丧失理想信念，背离初心使命，对抗组织审查；违反中央八项规定精神，接受可能影响公正 执行公务的宴请和旅游活动安排，将应当由本人支付的费用由他人支付；廉洁底线失守，违规从事营利 活动，接受他人支付相关费用；将公权力当作攫取私利的工具，大搞权钱交易，利用职务便利为他人在 项目承接、项目款拨付等方面谋利，并非法收受巨额财物。 梁伟严重违反党的政治纪律、廉洁纪律和生活纪律，构成严重职务违法并涉嫌受贿犯罪，且在党的十八 大后不收敛、不收手，性质严重，影响恶劣，应予严肃处理。依据《中国共产党纪律处分条例》《中华 人民共和国监察法》《中华人民共和国公职人员政务处分法》等有关规定，经贵州省纪委常委会会议研 究并报贵州省委批准，决定给予梁伟开除党籍处分；由贵州省监委给予其开除公职处分；终止其中共贵 州省第十三次代表大会代表资格；收缴其违纪违法所得；将其涉嫌犯罪问题移送检察机关依法审查起 诉，所涉财物一并移送。 官网显示，被查前，梁伟任贵州省总工会党组成员、副主席，为正厅长级。他履行全面从严治党、党风 廉政建设、意识形态、思想政治、安全生产、信访维稳"一岗双责"，抓好分管领域党的建设工作。 ...

Core Insights - Gansu Province has discovered a large magnesium dolomite mine with a total resource volume of 700 million tons, marking a significant breakthrough in mineral exploration in the region [2] Summary by Categories Mineral Discovery - The mine is located in the Kongtong District of Pingliang City, Gansu Province, specifically in the Zhuanmatai area [2] - The mineral body is found in the Middle Proterozoic Jixian System Wangquankou Formation shallow marine carbonate rock strata, identified as high-quality magnesium dolomite [2] Mining Characteristics - The mine features several advantageous characteristics: it is large in scale, has shallow burial depth, gentle dip, and stable thickness, making it suitable for open-pit mining [2] Resource Utilization - The estimated amount of dolomite ore for magnesium smelting exceeds 700 million tons, with an additional 300 million tons of dolomite available for construction use [2] - This dolomite mine serves as an important raw material for magnesium metallurgy and has significant potential for use in refractory materials, metallurgical flux, glass, and ceramics industries [2]

Core Viewpoint - The successful sea trials of the Fujian aircraft carrier mark a significant milestone in China's naval development, showcasing its capabilities in electromagnetic catapult and recovery systems, which are crucial for modern naval operations [1][3]. Group 1: Aircraft Carrier Development - The Fujian aircraft carrier has successfully completed its first trials with the J-15T, J-35, and KJ-600 carrier-based aircraft, demonstrating its ability to conduct catapult launches and landings [1][3]. - The successful integration of the domestically developed electromagnetic catapult and arrestor system with multiple types of carrier-based aircraft indicates a strong adaptability and operational readiness of the Fujian carrier [3]. Group 2: Naval Aviation Progress - The Chinese Navy has made significant advancements in its carrier aviation capabilities, transitioning from single aircraft operations to a comprehensive system, and from land-based to carrier-based operations [3]. - The Navy's progress includes a shift from ski-jump takeoffs to catapult launches, enhancing its operational effectiveness and combat readiness [3]. Group 3: Future Prospects - The Fujian carrier is on track to conduct a series of planned sea trials and equipment tests, contributing to the overall stability and functionality of its systems [3]. - The ongoing development of the Chinese Navy aims to establish it as a world-class naval force, reflecting a commitment to modernization and strategic capabilities [3].

Core Points - The China Securities Index Co., Ltd. will officially launch the China Securities Innovation Drug Index and the China Securities Innovation Medical Device Index on November 7, providing more investment options for the market [1][2]. Group 1: Innovation Drug Index - The China Securities Innovation Drug Index selects listed companies involved in innovative drug research and development from the Sci-Tech Innovation Board and the Growth Enterprise Market, reflecting the overall performance of these companies [3]. - A total of 50 constituent stocks have been included in the index, such as BeiGene, Bairui Tianheng, and Kanglong Chemical [3]. - Notable stocks include: - BeiGene-U: Latest closing price of 277.50 CNY, year-to-date increase of 72.34%, and total market value of 279.45 billion CNY [4]. - Bairui Tianheng: Latest closing price of 361.50 CNY, year-to-date increase of 88.55%, and total market value of 149.25 billion CNY [4]. - Kanglong Chemical: Latest closing price of 32.25 CNY, year-to-date increase of 26.52%, and total market value of 54.40 billion CNY [4]. Group 2: Medical Device Index - The China Securities Innovation Medical Device Index selects listed companies providing medical devices, consumables, and in vitro diagnostics from the Sci-Tech Innovation Board and the Growth Enterprise Market, reflecting the overall performance of these companies [5]. - A total of 50 constituent stocks have been included in the index, such as Mindray Medical, New Industry, and Aimeike [5]. - Notable stocks include: - Mindray Medical: Latest closing price of 206.35 CNY, year-to-date decrease of 17.92%, and total market value of 250.19 billion CNY [6]. - New Industry: Latest closing price of 61.98 CNY, year-to-date decrease of 10.53%, and total market value of 48.70 billion CNY [7]. - Aimeike: Latest closing price of 152.00 CNY, year-to-date decrease of 14.30%, and total market value of 45.99 billion CNY [7]. Group 3: Market Trends - The pharmaceutical sector has attracted significant investor attention this year, particularly in the innovative drug space, which has shown remarkable performance [8]. - China's innovative drug pipeline and clinical trial projects rank among the top globally, with ongoing policy support aimed at promoting high-quality industry development [8]. - The medical device industry is also experiencing rapid growth, driven by innovation and the trend of import substitution, as well as global expansion [9].