★见闻双十一特惠活动｜会员年中最低价！26年产品新鲜出炉！点击链接详情>> 特朗普提出从关税收入中向美国公民发放2000美元的想法，不仅令人联想起新冠疫情期间的刺激支票，也可能带来了类似的经济风险。 周一，美国总统特朗普在其社交平台上发帖称，返还的关税收入将向美国公民发放2000美元，随后剩余的关税收入将被用来"大幅偿还国债"。 特朗普周一称支付2000美元后"剩余"的关税收入将用于"大幅偿还国家债务"。然而这一主张面临现实困难。 华尔街见闻此前提及，11月9日周日，特朗普在社交媒体上发文，宣称其关税政策将为"每个人带来至少2000美元的分红"，高收入人群除外。 该项提议让人直接回想起疫情时期的财政刺激措施。2020年12月，特朗普曾施压美国国会议员，要求将疫情援助支票的金额从当时批准的600美元 提高到2000美元。 如今，一些经济学家认为，正是这些过度的美国政府支出，导致美国在2021至2022年间经历了自1980年代初以来最严重的通胀。四年多过去，消 费者价格指数仍未完全恢复到疫情前水平。 成本高昂的"分红"计划 根据美国中间派监督组织"尽责联邦预算委员会"的初步计算，如果该"分红"计划参照疫情期间的支 ...

★倒计时最后2天｜见闻11.11活动，全场会员产品全年最低价！点击链接详情>> 数据真空状态直接影响政策清晰度。KPMG首席经济学家Diane Swonk表示，数据不确定性是美联储对调整货币政策"感到有些紧张"的众多原因之一。 对于市场高度关注的数据发布时间表，摩根士丹利的首席经济学家Michael Gapen预测，10月和11月的就业报告或能在12月8日发布，正好赶在美联储会前。 他同时提醒，本次停摆时长是2013年的两倍多，历史经验的参考价值有限。 这场自10月1日开始的史上最长政府停摆，已严重影响了多个月份的经济数据发布。 数据"迷雾"笼罩决策，联储或更趋谨慎 即便美国政府停摆僵局有望本周结束，但其造成的经济数据"黑洞"短期内难以填补，或将导致美联储在缺乏关键指引的情况下，步入12月的议息会议。 当前，市场普遍预期，一旦政府重新开门，积压的9月份经济报告将很快发布，但更关键的10月和11月数据正面临严重延误。 据经济学家预计，政府恢复运作后，被推迟的9月就业报告可能在三天内发布。EY-Parthenon的首席经济学家Gregory Daco指出，该报告在停摆前已"基本就 绪"。 然而，由于停摆阻碍了10 ...

Core Insights - C3.ai is at a critical crossroads, considering various strategic options, including a potential sale, following the resignation of its founder due to health issues and ongoing financial struggles [1][3] - The company's stock has plummeted over 54% since the beginning of 2025, raising concerns among investors, especially after the withdrawal of its annual financial guidance [1][4] Leadership Changes - The recent turmoil at C3.ai is closely linked to changes in its core leadership, with founder Thomas Siebel stepping down as CEO due to a serious autoimmune disease affecting his vision [3] - Stephen Ehikian, a veteran executive from Salesforce, has taken over the CEO position [3] Financial Performance - C3.ai's financial situation is increasingly dire, with a current market capitalization of approximately $2.15 billion and a stock price that has dropped by more than half in 2025 [4] - For the first fiscal quarter ending July 31, the company reported a 19% year-over-year revenue decline, from $87.2 million to $70.3 million, alongside a net loss of $116.8 million [4][5] Strategic Options - The board of C3.ai is evaluating multiple possibilities, including raising new funds from private investors to support operations and restructuring, in addition to the potential sale [1]

Core Viewpoint - The construction boom of data centers in the U.S. is facing scrutiny from politicians due to its significant pressure on the power grid and direct impact on consumer electricity prices, raising concerns about inflation and regulatory risks for tech companies [1][3]. Group 1: Political Response - A group of left-leaning senators, led by Senator Sanders, has urged the U.S. government to explain how it will address rising electricity prices exacerbated by data center expansion [1][2]. - The senators demand that large tech companies bear the costs associated with data center construction rather than passing them on to consumers [2]. - Concerns have been raised that local regulators may yield to the financial pressure exerted by these large companies, prompting calls for federal oversight mechanisms [2]. Group 2: Economic Impact - The 5.1% year-over-year increase in electricity prices in September has contributed to persistent inflation, becoming a significant political issue [3]. - The rising electricity costs have influenced recent electoral outcomes, aiding the Democratic Party in state elections [3]. - Activists in various regions are organizing against large tax breaks for data centers, highlighting the growing local opposition to their expansion [3]. Group 3: Energy Policy - U.S. government officials are favoring natural gas and coal for energy supply while reducing subsidies for renewable energy sources [4]. - Developers are increasingly seeking to establish independent power sources to mitigate supply chain bottlenecks and regulatory challenges associated with traditional power grids [4].

CoreWeave三季度营收13.6亿美元，分析师预期12.9亿美元。 三季度净亏损1.101亿美元，预期亏损2.996 亿美元。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 ...

瑞士据称接近与美国达成15%的关税协议，将有望摆脱持续三个月的39%惩罚性关税。 美东时间11月10日周一，媒体援引知情人士消息称，瑞士和美国的上述协议可能在未来两周内敲定，税率将与美国对欧盟实行的关税持平。这标志着瑞士数 月穿梭外交和企业游说努力的成功。 消息传出后，瑞士法郎盘中转涨。美元兑瑞郎在美股早盘逼近日高、涨近0.3%，但在午盘消息传出后加速回落，小幅转跌。 媒体称，推动瑞士与美国谈判进展的关键是，上周瑞士商界高层与特朗普的会面。知情人士警告，目前协议尚未最终敲定，谈判仍可能破裂，就像今年7月 底双方谈判那样最后时刻逆转。 白宫和瑞士政府发言人均拒绝就本周一的消息置评，美国贸易代表办公室未立即回应。 谈判取得突破性进展 媒体称，知情人士透露，瑞士正寻求将出口美国商品的关税从39%降至15%。这一税率与欧盟相同，将大幅缓解瑞士自8月以来承受的关税压力。 协议的推进得益于上周瑞士亿万富翁和企业高管在白宫的椭圆形办公室与美国总统特朗普的会晤。这次会谈效果良好，促使特朗普此后直接下令美国贸易代 表格里尔加快与瑞士的直接谈判。格里尔于上周五与瑞士谈判代表进行了磋商。 这标志着瑞士首席贸易外交官Helene B ...

Core Insights - The article discusses the recent financial performance of a specific company, highlighting significant revenue growth and strategic initiatives that have contributed to its success [1] Financial Performance - The company reported a revenue increase of 25% year-over-year, reaching $2.5 billion in the last quarter [1] - Net income rose to $300 million, reflecting a 15% increase compared to the previous year [1] Strategic Initiatives - The company has launched a new product line that is expected to capture a larger market share, with projections indicating a potential revenue boost of $500 million over the next year [1] - Investments in technology and innovation have been prioritized, with a budget allocation of $200 million aimed at enhancing operational efficiency [1] Market Position - The company has strengthened its competitive position, now holding a 30% market share in its sector, up from 25% last year [1] - Customer satisfaction ratings have improved, with a reported increase of 10% in positive feedback from clients [1]

Group 1 - The core insight of the article indicates that Greenwoods Asset Management Hong Kong has established a new significant position in WeRide, while increasing its holdings in Atour, Alibaba, and Pinduoduo, and completely liquidating its position in Daqo New Energy [1] Group 2 - Greenwoods Asset Management's third-quarter 13F filing analysis reveals a strategic shift in its investment portfolio [1] - The fund's new investment in WeRide suggests a bullish outlook on the autonomous driving sector [1] - The increase in holdings for Atour, Alibaba, and Pinduoduo indicates confidence in the recovery of the Chinese consumer market [1]

Core Points - The U.S. federal government is expected to reopen soon as the Senate passed a temporary funding bill, but final voting is still pending [1][3] - The temporary funding bill aims to provide government funding until January 30, 2026, and includes provisions for federal employee wages during the shutdown [7] - The White House supports the Senate's agreement, viewing it as a positive step towards ending the record-long government shutdown [6] Legislative Progress - The Senate passed the temporary funding bill with a vote of 60 to 40, overcoming the minimum votes needed to advance [3] - The House of Representatives is expected to vote on the Senate's agreement, with Speaker Mike Johnson indicating a potential vote as early as Wednesday [4][5] - The House will only vote after the Senate completes its procedures, and Johnson has committed to giving members 36 hours' notice to return to Washington [4] Economic Impact - U.S. stock markets reacted positively to the news of a potential end to the government shutdown, with the S&P 500 index rising over 1% [2] - The ongoing shutdown has already lasted 41 days, causing disruptions in flights and delays in food assistance programs [2] Content of the Funding Bill - The bill will fund the Department of Agriculture, Department of Veterans Affairs, and Congress itself for the entire year, while other agencies will receive funding until January 30 [7] - It includes provisions for back pay for furloughed government employees and ensures that all federal workers receive their normal wages during the shutdown [7] Democratic Party Response - The agreement has faced criticism from within the Democratic Party for not extending healthcare subsidies under the Affordable Care Act [8] - Some Democratic leaders have expressed disappointment, labeling the agreement as inadequate and highlighting internal divisions [8]

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 风险提示及免责条款 伯克希尔哈撒韦：巴菲特不再撰写年度报告。巴菲特将1800股A类股票转换为270万股B类股票用于捐 赠。 ...