诉讼称，BBC的编辑手法使观众误以为特朗普在讲话中明确煽动支持者攻击国会大厦。特朗普方面认 为，这种编辑构成了"对选举结果进行干预和影响的无耻尝试"。 BBC主席Samir Shah此前已就这一"判断错误"公开道歉。该争议还导致BBC总干事和新闻主管双双辞 职，凸显了事件对该机构内部管理层的冲击。 BBC已道歉并承诺停播 据新华社周二报道，美国媒体15日报道称，美国总统特朗普起诉英国广播公司（BBC），索赔50亿美 元。这起诉讼指控BBC在2024年大选前一周播出的全景节目纪录片对特朗普进行了"虚假、诽谤性和恶 意"的描述。 诉讼核心围绕BBC对特朗普2021年1月6日国会山事件前讲话的编辑处理。特朗普方面指控BBC通过欺 骗性剪辑，使其讲话看起来像是明确煽动支持者攻击美国国会大厦，构成对选举结果的恶意干预。 BBC已就此编辑"判断错误"公开道歉，该机构总干事和新闻主管均已辞职。BBC在11月13日向特朗普道 歉，并承诺不再播出该纪录片。 这起诉讼是特朗普针对媒体机构发起的最新一轮法律行动，凸显了其与主流媒体关系的持续紧张。 纪录片编辑争议成焦点 根据诉状，BBC制作的名为"特朗普：第二次机会"的全景节目纪录 ...

Core Viewpoint - The announcement details the completion of a share buyback plan by the chairman of Mindray Medical, Li Xiting, reflecting confidence in the company's intrinsic value and growth prospects [1] Group 1: Buyback Plan Details - Buyback Entity: Li Xiting, one of the actual controllers and chairman of the company [1] - Total Investment: 200 million RMB (including transaction fees) [1] - Shares Acquired: 1,005,381 shares, representing 0.08% of the company's total equity [1] - Buyback Period: From November 27, 2025, to December 12, 2025, completed ahead of the originally planned six-month period [1] - Method of Acquisition: Centralized bidding transaction [1] - Source of Funds: Li Xiting's personal funds [1] Group 2: Shareholding Structure Changes - Shareholding Before Buyback: Li Xiting and his concerted actor Xu Hang collectively controlled 51.47% of the shares [1] - Shareholding After Buyback: They now control 51.55% of the shares, with no change in the status of the actual controller [1] Group 3: Important Arrangements - Lock-up Period: No reduction in holdings for six months following the completion of the buyback [1] - Purpose of Buyback: Based on recognition of the company's intrinsic value and confidence in its development prospects [1] - Compliance: The buyback complies with relevant regulatory requirements and has received confirmation from a law firm [1]

Core Viewpoint - Ford Motor Company announced a significant strategic shift, recognizing the inability to achieve its electric vehicle ambitions in the short term, leading to a pre-tax charge of approximately $19.5 billion primarily related to its electric vehicle business [1] Group 1: Strategic Shift - Ford plans to pivot from a full electric vehicle strategy to focus on hybrid and plug-in hybrid vehicles, while also strengthening its traditional gasoline vehicle lineup [1][2] - The company will discontinue the production of the all-electric F-150 Lightning pickup truck and other electric models, retaining only a low-cost electric pickup planned for 2027 [2] - Ford's Model e electric vehicle division is projected to incur a loss of $5.1 billion in 2024 and $3.6 billion in the first three quarters of 2025, with a goal to achieve profitability in the electric vehicle business by 2029 [2] Group 2: Financial Implications - The $19.5 billion charge includes $12.5 billion to be recorded in Q4 for streamlining electric vehicle assets, with $3 billion allocated for terminating a battery joint venture with SK Group [2] - Despite the substantial charge, Ford raised its full-year financial guidance, expecting adjusted EBIT of $7 billion, up from a previous forecast of $6 billion to $6.5 billion [6] Group 3: Market and Regulatory Environment - The shift reflects pressures from changing regulatory environments and weak market demand, with consumers expressing concerns over high prices, range anxiety, and insufficient charging infrastructure [1][2] - The company acknowledges a clearer understanding of the U.S. market, opting to reallocate capital from electric vehicles to more profitable models [1] Group 4: Industry Trends - Ford's strategic change signals a broader trend in the U.S. automotive industry, with General Motors also abandoning its plan for a fully electric lineup by 2035 and facing significant write-downs on electric vehicle assets [4] - Other automakers are repurposing electric vehicle battery factories for fixed energy storage solutions, indicating a shift in focus towards more profitable markets [5]

芯片巨头博通在上周发布财报后，遭遇了市场的猛烈连续抛售。 而这场抛售由两记重拳引燃。华尔街见闻写道，首先，"谷歌链"核心标的——博通在上周公布了财报，尽管 销售额创下历史新高，但其对AI业务的收入预测未能满足华尔街的极高期望。 此次股价重挫对投资者的直接影响是巨大的财富蒸发。在短短三个交易日内，博通的市值抹去了超过3000亿 美元，这一损失的规模约等于其竞争对手AMD的总市值。 市值的急剧缩水也改变了美国科技巨头的市值排名。由于博通股价的持续承压，Meta的市值已重新超越博 通，使这家社交媒体巨头重返美国市值第六大公司的位置。 这一变化虽然部分源于Meta股价的温和上涨，但主要还是由博通自身的急剧下跌所驱动。对于市场来说，这 种排名的变化是一个不容忽视的信号，反映了资本在科技巨头之间的快速流动和重新评估。 近日，在AI担忧愈发激烈之下，随着博通股价三天大跌超17%，"OpenAI链"和"谷歌链"都遭受了重创。 这轮抛售一直延续至本周。博通股价本周一再度下跌5.6%，使其连续三个交易日的累计跌幅达到17.7%。道 琼斯市场数据显示，这一表现是该公司自2020年3月18日以来最差的三日跌幅。 当前，美股盘后博通的 ...

美国和欧洲应为乌克兰提供安全保障； 在柏林进行的最新一轮高层外交斡旋中，乌克兰总统泽连斯基确认，尽管谈判富有成效，但美乌双方在 领土问题这一核心议程上立场存在显著差异。与此同时，德国总理默茨代表欧洲方面提出了停火谈判 的"五大目标"，强调任何方案必须由美欧乌共同制定。 据央视新闻报道，当地时间15日，乌克兰总统泽连斯基与德国总理默茨在柏林举行联合记者会。针对美 国是否要求乌撤出顿涅茨克地区这一问题，泽连斯基表示："我不认为美国提出了任何要求。我认为我 们是战略伙伴。因此，我会这样表述：我们从美国方面听到了关于俄罗斯领土主张或要求的言论。我们 认为这是俄罗斯的要求。"他还表示，乌克兰已向美国传达自己的立场。 另据央视新闻，泽连斯基当天还表示，在德国柏林与美国代表就结束俄乌冲突进行的谈判富有成效。泽 连斯基也就此次谈判中的关键议题之一，领土问题，发表评论称，美乌双方在涉及有关领土问题上的立 场不同。但泽连斯基也表示，未来几天可能会出现很多进展。 泽连斯基在谈到本次美乌会谈的成效问题时说："我们这样的谈判总是很艰难，说实话。但这次谈判富 有成效，讨论了很多很多细节。重要的是，和平必须是体面的。这对我们很重要。" 德 ...

乘着特朗普政府监管松绑的东风，美国数字支付巨头PayPal Holdings Inc.向监管机构提交银行牌照申 请，寻求利用政府对金融科技公司进入银行体系的开放态度，扩大小企业贷款能力，并为客户提供有息 储蓄账户。 美东时间15日周一，PayPal宣布，已向联邦存款保险公司（FDIC）和犹他州金融机构部门提交申请， 计划成立一家犹他州特许工业贷款公司PayPal Bank。如获批准，该银行将使PayPal能够更高效地为美国 小企业提供贷款解决方案。自2013年以来，PayPal已为全球超过42万个商业账户提供了逾300亿美元的 贷款和营运资金。 PayPal的CEO Alex Chriss表示，获得资金仍是小企业努力发展和扩张的重大障碍。成立PayPal Bank将增 强公司业务并提高效率，使其能够更好地支持美国各地小企业的增长和经济机会。 此举正值特朗普政府对金融科技公司态度转向宽松。上周，包括"稳定币第一股"Circle Internet Group Inc.、Ripple和Paxos在内的多家加密货币公司获得了成为银行的初步监管批准，与拜登政府时期的严格 审批态度形成鲜明对比。 公布银行申请后，周一收跌 ...

Market Overview - The market sentiment is cautious ahead of the U.S. non-farm payroll report, with a continued sell-off in AI-related stocks, dragging down technology stocks and the overall U.S. stock market [2] - Tesla's stock rose over 3%, reaching a new high for the year, while Broadcom fell 5.7%, marking an 18% decline over three days, the worst performance since March 2020 [2] - Bitcoin dropped over 5%, falling below $86,000, while Ethereum failed to rebound, dropping nearly 9% to below $3,000 [3] - Gold prices surged before dropping over 1.5%, while silver outperformed gold, rising 3.7% to return to the $64 mark [4] - In Asia, AH shares experienced fluctuations, with the ChiNext index down 1.77% and significant gains in consumer sectors [5] Key News - An important article by President Xi Jinping in "Qiushi" magazine emphasized the strategic importance of expanding domestic demand, focusing on consumption and investment [6][17] - China's November economic data showed resilience in industrial production, but consumption fell to its lowest point of the year, with real estate and fixed investment under pressure [18] - The first batch of L3 autonomous driving vehicles received approval for commercial application in China, marking a significant step towards the commercialization of autonomous driving [19][35] - iRobot, the pioneer of robotic vacuum cleaners, announced bankruptcy, with its stock plummeting over 70% [11][23] Industry Insights - Morgan Stanley predicts a significant increase in global robot hardware sales, projecting a rise from approximately $100 billion in 2025 to $25 trillion by 2050, with China expected to hold a 26% share of global robot sales [25] - The service outsourcing industry is set for high-quality development, with a focus on digitalization and innovation, aiming to enhance employment and competitiveness [38] - The brain-computer interface industry in China is expected to see significant advancements, with core technology breakthroughs and multi-scenario applications paving the way for large-scale development [37] - The electric manganese market has seen substantial price increases due to supply constraints and strong demand, with prices rising significantly in recent weeks [36]

美股周一反弹失利，三大股指连续两个交易日集体收跌，投资者将目光转向因美国联邦政府关门而推迟 公布的非农就业报告，寻找市场反弹的契机。因为这份周二姗姗来迟的重磅报告可能为美联储明年的利 率路径提供关键线索。 MSCI全球市场指数在上周三美联储降息后创下历史新高。受到人工智能（AI）进展的乐观情绪和宽松 货币政策前景的提振，截至本周一收盘，标普500指数和纳斯达克100指数今年内分别累涨近16%和近 20%。 报告存在多重不确定性 由于持续43天的创纪录时长美国联邦政府关门，本次非农就业报告充满了异常因素。BLS延长了11月数 据的收集期，以便在政府停摆后有足够时间收集数据，但无法追溯收集10月的家庭调查数据。 摩根士丹利首席美国股票策略师Michael Wilson认为，若报告显示美国就业数据温和疲软，可能反而助 推股市上涨。他指出，市场目前已回到经济的好消息即股市的坏消息、反之坏消息即市场好消息的状 态。他解释说，劳动力市场繁荣固然有利于经济，但会降低美联储明年降息的可能性。 据彭博调查的共识预期中值，经济学家预计，11月非农就业人数将增加5万，失业率将升至4.5%、创 2021年以来新高。由于政府关门导致美 ...

特斯拉股价创历史新高，AI叙事支撑其万亿美元估值。 周一特斯拉股价延续其上周五涨势，早盘一度涨4.9%、最高触及481.37美元。若涨幅持续至收盘，有望 自2024年12月以来首次收创新高。 对这家电动汽车制造商而言，这是一次艰难的复苏。自4月初因特朗普关税攻势引发的市场动荡触及低点 以来，其股价已累计上涨逾一倍。 然而，分析师预计公司销售业绩将在后续大幅放缓，部分行业领袖和投资者批评该股"估值过高"。BCA Research首席美国股票策略师Irene Tunkel表示： 在我看来，特斯拉处于泡沫区域。 不过，Hargreaves Lansdown高级股票分析师Matt Britzman指出： 投资者需要记住，虽然强劲的基本面业务仍有作用，但这已不是主要驱动力。特斯拉股价的 交易更多基于情绪而非基本面，支撑其万亿美元估值的是AI叙事。 基本面疲弱，销售前景承压 特斯拉今年的基本面疲弱。 华尔街见闻提及，公司10月发布的第三季度业绩令投资者失望，不断上升的成本削弱了创纪录的汽车销 量表现。 销量激增主要因为消费者抢购，他们赶在9月底美国联邦电动汽车7500美元税收抵免政策到期前下单。 分析师预计公司销售将在后 ...

Group 1 - The Trump administration has launched a new initiative called "Tech Force," aimed at enhancing artificial intelligence infrastructure and other technology projects [1] - The program plans to recruit approximately 1,000 engineers and technical experts for a two-year employment commitment [1] - The team will focus on high-impact technology projects, including AI implementation, application development, data modernization, and digital service delivery for U.S. federal agencies [1] - The engineers will report directly to agency heads and collaborate with top tech companies such as Amazon Web Services, Apple, Microsoft, Google, NVIDIA, OpenAI, Oracle, and Palantir [1] - A two-way talent mobility mechanism has been established, allowing participants to seek full-time positions in partner companies after their two-year term [1] - The expected annual salary for participants is between $150,000 and $200,000, along with additional benefits [1] Group 2 - Four days prior, President Trump signed an executive order to establish a unified artificial intelligence policy framework [2] - Trump emphasized that individuals or companies working in AI should not face obstacles when establishing operations in the U.S., criticizing the need for multiple approvals from different states [2]