【半年收入152亿，海天味业海外仍处"起步期"】 ...

（原标题：特斯拉面临销量压力 Model 3上市即降价！7月单车型仅售9851辆） 9月1日，特斯拉中国官网悄然下调Model 3长续航后轮驱动版售价，此次调价距离新车上市不足一个月，从8月12日上市时的26.95万元降至25.95万 元，降幅达1万元。该车型作为特斯拉当前续航最强车型，CLTC续航里程达830公里。 两个月前，特斯拉中国曾宣布Model 3部分配置涨价1万元；而二季度推出的新款Model Y上市定价同样上调1万余元，此次Model 3的降价也形成了 短期价格反转。 降价背后是特斯拉当前面临的销量压力。 吴典/摄 根据乘联分会数据显示，今年前7个月，特斯拉中国零售销量累计30.4万辆，同比下滑6.3%，成为新能源市场零售销量前十厂商中跌幅最大的企 业，新能源销量前十厂商同期平均同比增幅达33.6%。 一个不争的事实在于，在中国市场特斯拉的先发优势正在不断缩小。比亚迪、蔚来、极氪等厂商在多价位区间持续发力，尤其在智能驾驶、车内 舒适性及本地化服务领域不断缩小与特斯拉的差距。 7月Model 3零售销量仅为9851辆，过去半年其累计销量9.4万辆，占特斯拉中国总销量的31%，在全品类汽车销量排行榜 ...

Group 1 - The unemployment rate for the Black community in the U.S. has reached 7.2%, the highest level since October 2021, contrasting with the overall unemployment rate of 4.2%, which is at a historical low [3][4] - Two years ago, the unemployment rate for Black workers had dropped to 4.8%, the lowest since records began in 1972, highlighting a significant regression in employment opportunities for this demographic [3][4] - Structural discrimination plays a crucial role in the disparity, as Black workers are more likely to hold low-skill jobs, making them more vulnerable to labor market fluctuations [3][4] Group 2 - The current labor market growth is primarily driven by sectors such as healthcare, local government, and hospitality, while areas where Black workers are concentrated, like transportation and warehousing, have seen a decline in hiring [4] - The federal civil service has been a significant employment channel for Black workers, who make up 18.7% of this workforce, exceeding their 13% share of the overall labor force [4] - The Trump administration's expected reduction of 300,000 federal jobs by December could further threaten job security for Black workers [4] Group 3 - Following the George Floyd incident in 2020, many companies began implementing diversity policies, but these efforts are now being undermined by the Trump administration, potentially increasing Black unemployment rates [6] - From August 2022 to July 2024, the number of DEI (Diversity, Equity, and Inclusion) job postings has decreased by 43%, indicating a significant reduction in diversity hiring initiatives [6] - The federal appeals court's decision to block funding aimed at supporting Black female entrepreneurs reflects a broader trend of diminishing support for diversity initiatives [6] Group 4 - In recent months, approximately 300,000 Black women have exited the labor market, indicating a troubling trend in employment among this demographic [7] - Personal accounts highlight the struggles faced by educated Black individuals in securing employment, with many resorting to low-paying jobs despite their qualifications [8]

Group 1 - Tesla China announced a price reduction of 10,000 yuan for the Model 3, reversing a previous price increase due to sales pressure [1] - In the first seven months of this year, Tesla China's retail sales totaled 304,000 units, a year-on-year decline of 6.3%, making it the largest decline among the top ten new energy vehicle manufacturers [3] - The Model 3's retail sales in July were only 9,851 units, with a total of 94,000 units sold in the past six months, accounting for 31% of Tesla China's total sales [3] Group 2 - Tesla's Model 3 long-range rear-wheel-drive version price was reduced from 269,500 yuan to 259,500 yuan, a decrease of 10,000 yuan, shortly after its launch [4] - In the EU market, Tesla faced a significant decline, with sales dropping over 40% in July, marking the seventh consecutive month of decline [6] - In the U.S. market, Tesla's sales were 271,600 units in the first half of the year, a year-on-year decline of 11%, with market share dropping from 50.1% to 44.7% [7] Group 3 - Tesla's total revenue for Q2 was $22.496 billion, a year-on-year decrease of 12%, falling short of market expectations [7] - To counteract sales pressure, Tesla is attempting to increase volume by lowering prices, as seen with the Model Y L priced at 339,000 yuan [8] - CEO Elon Musk announced plans to launch a "budget car," a new version of the Model Y, by the end of 2025 [9]

9月1日，A股市场继续上攻。尽管金融股表现不佳并拖累了大盘，但沪指仍微幅上涨。 科技成长股依旧火热，创业板指逼近3000点。市场交易活跃度较高，日成交额微降至2.78万亿元，但市场分化明 显，有3208只个股收涨。截至8月29日，沪深京两融余额增至2.26万亿元。 多位受访人士表示，当下需要注意一些风险。例如，TMT（科技、媒体和通信）与医药板块短期交易拥挤，融资 盘占比抬升。一旦监管层对量化交易或两融窗口指导，高弹性板块可能出现剧烈回撤。预计本周指数仍将呈"沪稳深 强"的震荡抬升格局，即沪指在3850至3930点区间反复拉扯，创指则有望挑战2600点上方的筹码密集区。 3208只个股收涨 | 名称 | . | ****** | 最新 | 总市值 | 成交额 | 周涨幅% | 月涨幅% | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 有色金属(申) | | | 3.46 6635.29 | 41773 Z | 1763亿 | BA6 | 346 | 53.67 | | 院程科技 | 1 | 13.43 | 22.38 ...

Core Viewpoint - The silver market is experiencing a significant surge, with prices surpassing $40 per ounce for the first time since 2011, reflecting a year-to-date increase of over 40% [1][4]. Price Movement - As of September 1, the spot silver price reached $40.628 per ounce, marking a daily increase of 2.36% [1][2]. - The highest price recorded during the day was $40.754, with a trading range of 3.13% [2]. - In comparison, gold prices also hit a new high since April, with spot gold reaching $3489.852 per ounce, reflecting a daily increase of over 1% [2][3]. Market Drivers - The recent surge in silver prices is attributed to multiple factors, including macroeconomic conditions, policy influences, and the inherent volatility of the commodity [4]. - Expectations of interest rate cuts by the Federal Reserve, driven by softening U.S. employment data and dovish remarks from Fed officials, have bolstered the precious metals sector [4]. - Concerns regarding potential U.S. tariffs on silver imports, following the U.S. Geological Survey's inclusion of silver in its critical minerals list, have also contributed to market tension [4]. Geopolitical and Economic Factors - The questioning of the Federal Reserve's independence and ongoing geopolitical conflicts have further triggered increases in gold and silver prices [5]. - The ongoing military rearmament in Europe and the U.S. re-industrialization efforts are expected to boost industrial demand for silver [5]. - Data indicates that silver ETFs have seen net inflows for seven consecutive months, the longest streak since 2020, reflecting strong investor confidence in silver's future [5]. Future Outlook - Analysts predict that after breaking the $40 per ounce barrier, silver may test resistance levels between $44 and $45 per ounce, maintaining a strong upward trend [6]. - Despite the positive long-term outlook, the rapid price increase has raised caution among some institutions, suggesting potential profit-taking and volatility in the near term [6].

记者获悉，在这一背景下，汇丰近期于深圳举办为期共三天的第十二届"中国研讨会"和第三届"汇 丰中国投资者高峰会"，共计吸引1300多位来自全球的商界领袖、企业高管，以及机构和个人投资者， 共同探讨由新经济、新兴经贸走廊等带来的中国市场投资和财富管理新机遇。 本次活动中，数十位来自学术界、金融界和企业界的专家代表深入探讨中国经济前景、人工智能发 展、新消费趋势、中国企业全球化等全球投资者关注的热点话题。与会者反响热烈，对中国市场的投资 前景表示乐观。 汇丰亚洲及中东地区联席行政总裁廖宜建表示，得益于中国经济的增长韧性和投资者信心复苏，中 国资本市场今年的表现尤其亮眼。汇丰全球投资研究追踪了近300只全球新兴市场（GEMs）主动型基 金，在这些基金的投资组合中，中资股的权重已从一年前的22.5%增长至近28%，而近三个月的增配更 为显著，尤其是科技和消费板块。 "尽管如此，与相关的基准指数相比，全球新兴市场基金对中国资产依然处于低配状态；人工智 能、电动汽车、无人机、机器人和医药等新兴产业的增长潜力仍待全球投资者进一步发现。"廖宜建指 出，由创新驱动的中国经济增长将继续吸引全球投资者的关注，中国市场不仅具有投资价值 ...

Core Viewpoint - The implementation of the personal consumption loan interest subsidy policy aims to stimulate consumer spending and support domestic demand expansion, enhancing the overall economic development trend [1][3]. Group 1: Policy Implementation - The personal consumption loan interest subsidy policy officially took effect on September 1, 2023, allowing consumers to benefit from a 1% annual interest subsidy on loans used for consumption [3][4]. - The subsidy is automatically applied without the need for additional applications, with funding shared between central and provincial finances at a 9:1 ratio [3][4]. - Each borrower can receive a maximum subsidy of 3,000 yuan, corresponding to a cumulative consumption amount of 300,000 yuan [4]. Group 2: Bank Response - Shanghai Pudong Development Bank (SPDB) quickly launched the interest subsidy feature for personal consumption loans on the policy's first day, ensuring consumers can access benefits [4][6]. - SPDB has actively engaged with various sectors, such as retail and home improvement, to create new consumption scenarios and enhance service offerings [6][7]. - The bank's system can automatically identify eligible transactions, streamlining the subsidy process for customers [4][7]. Group 3: Market Impact - The policy is expected to lower consumer credit costs, thereby stimulating consumer potential and supporting economic growth [1][3]. - SPDB's collaboration with retail groups, such as Bailian Group, aims to create a synergistic effect in promoting consumption and enhancing the consumer experience [6]. - The successful case of a customer using SPDB's loan for daily purchases illustrates the immediate impact of the policy on consumer behavior [6].

另外，电子行业个股前十占2席，东田微和深南电路上周分别上涨46.92%和32.07%。计算机行业亦有1只个股云天励飞入 围前十，上周涨幅为26.34%。 | | | 上周股价涨幅前十公募调研股 | | | --- | --- | --- | --- | | A 股简称 | 申万一级行业 | 被调研次数(次) | 股价涨跌幅(%) | | 天孚通信 | 通信 | 87 | 61. 54 | | 豪恩汽电 | 汽车 | 8 | 58. 28 | | 东田微 | 电子 | 11 | 46. 92 | | 华丰科技 | 国防军工 | 50 | 33. 81 | | 深南电路 | 电子 | 39 | 32. 07 | | 新易盛 | 通信 | 32 | 30. 09 | | 麦格米特 | 电力设备 | 23 | 29.09 | | 乔锋智能 | 机械设备 | 10 | 28. 76 | | 中际旭创 | 通信 | 25 | 27.26 | | 云天励飞 | 计算机 | 11 | 26. 34 | | | | 数据整理自:公募排排网,统计周期 2025年8月25日-8月 31日,以上内容不构成股 | | 具体来看，上周1 ...

此外，李春瑜认为，近期权益类基金的良好表现吸引机构等长线资金入场，也在某种程度上进一步助推了公募产品 发行，再加上监管部门出台系列扶持政策，拓宽发行渠道，有效降低投资风险与成本，增强吸引力，促进了公募基金发 展。 从新发基金类型来看，本周新发基金在策略上较为集中，并且呈现出股债双热势头。其中，本周新发股票型基金26 只，占新发基金总量的61.9%。债券型基金新发数量仅次于股票型基金，本周共有9只债券型基金开启募集，占总量的 21.43%，较前一周环比大增200%。 权益基金持续受追捧。本周新发基金中，权益基金共32只，包括26只股票型基金和6只偏股混合型基金，占总量的 76.19%。 被动指数型基金崛起。本周新发26只股票型基金中，被动指数型基金共17只，占比为65.38%。 本周有新发基金的公募机构达31家，其中24家公募机构仅有1只新基发行，另外7家公募机构有不少于2只新基发行。 富国基金、易方达基金、银华基金和永赢基金本周均有3只新基发行，数量居首。紧随其后的是贝莱德基金、华夏基金和 南方基金，本周均有2只新基发行。 关于基金发行市场火热的原因，排排网集团旗下融智投资FOF基金经理李春瑜向记者分析称，主 ...