特斯拉涨2%，因其第三季度交付量超出市场预期；美股半导体板块走强，阿斯麦涨3.45%，英伟达涨 1.50%。 美股三大指数开盘涨跌互现。道琼斯指数跌0.04%，标普500指数涨0.22%，纳斯达克综合指数涨 0.59%。 ...

Core Insights - Xiaomi's 17 series has surpassed 1 million units in sales, achieving this milestone faster than previous models [1][4] - The Pro Max model is the best-selling variant, with significant improvements in product structure, crossing the 6K+ price threshold [4][5] - Xiaomi plans to increase production of the 1TB version due to user demand, with deliveries starting on October 5 [4][5] Sales Performance - The initial sales results of the Xiaomi 17 series are promising, with the Pro Max leading in sales [4][5] - The overall sales strategy aims to compete directly with Apple, focusing on high-end market segments [5] Product Strategy - The company has made bold innovations, including a back screen design, to differentiate itself in a competitive smartphone market [5] - Despite the risks associated with these changes, user feedback has been positive, validating the company's approach [4][5][6]

Group 1 - The U.S. government shutdown has increased uncertainty for the U.S. economy and financial markets, potentially reinforcing expectations for a Federal Reserve rate cut in October [1] - Analysts suggest that if the government shutdown lasts for several days, Federal Reserve Chairman Jerome Powell and his colleagues may lean towards adopting a more accommodative monetary policy [1] - The ongoing labor market weakness and high inflation present a challenging situation for the Federal Reserve, and a prolonged shutdown could hinder the release of key employment data [1] Group 2 - A solid September employment report is necessary for the Federal Reserve to maintain its current stance; without it, there may be a push for a 'risk management' rate cut [2] - The potential for permanent job cuts in federal positions, as hinted by President Trump, adds further uncertainty to an already weak labor market [2] - The probability of a Federal Reserve rate cut in October has risen to 100%, with a 99% chance of a 25 basis point cut, and an 88% chance of another cut in December [2]

NASA"阿尔忒弥斯"登月计划 凤凰网科技讯 北京时间10月2日，据CNBC报道，美国宇航局(NASA)要求参与"阿尔忒弥斯"(Artemis)登月任务，并与承包商SpaceX和蓝色起源合作的员 工在政府关门期间继续工作。 美国政府在当地时间周三凌晨开始关门，这将导致数十万联邦员工休无薪假，并关闭若干关键项目和服务。被认定为"必要"的政府员工则必须继续工 作，如运输安全管理局官员和空中交通管制员。 NASA首席人力资源官凯莉·埃利奥特(Kelly Elliott)周三在发给员工的邮件中称，在政府关门无薪休假期间，这些工作将不付工资，但员工仍应记录出勤 时间。NASA员工预计将在政府重新开门后获得相应工资。 此外，NASA代理财务主管史蒂夫·希恩(Steve Shinn)在周一发送备忘录，说明了政府关门期间将继续获得支持的任务细节。希恩写道，NASA将继续支 持国际空间站的"既定运作"，以及任何"处于运行阶段"的卫星任务。他补充称，NASA将在任何资金中断期间支持"阿尔忒弥斯任务的运作"，包括参与这些 项目的员工和承包商。 希恩表示，NASA将在政府关门期间让约1.5万人休无薪假，同时要求约3000名员工按全职 ...

Core Viewpoint - Warren Buffett's Berkshire Hathaway is in talks to acquire Occidental Petroleum's chemical business, OxyChem, for approximately $10 billion, which would be its largest acquisition since 2022 [1] Group 1: Acquisition Details - The potential acquisition of OxyChem could be finalized within days and represents a significant move for Berkshire Hathaway, which is already Occidental Petroleum's largest shareholder with a 28% stake valued at nearly $13 billion [1] - OxyChem is projected to contribute $4.92 billion, or 18% of Occidental's total sales of $26.73 billion in 2024 [1] - This acquisition would mark Berkshire's second major investment in the chemical sector, following its nearly $10 billion purchase of Lubrizol Corp in 2011 [1] Group 2: Historical Context - Berkshire Hathaway previously acquired a portion of Occidental's preferred shares during the acquisition of Anadarko Petroleum in 2019 and has been increasing its stake in Occidental since 2022 [2] - Buffett has expressed confidence in Occidental's management, particularly CEO Vicki Hollub, which influenced his decision to increase holdings in the company [2] Group 3: Financial Position - As of June 30, Berkshire Hathaway had cash and cash equivalents totaling $344 billion, close to record highs, indicating a strong liquidity position for potential investments [3] - Buffett has indicated a willingness to deploy significant capital for the right investment opportunities, having nearly pursued a $10 billion investment earlier this year [3] - Occidental's stock has seen a decline of over 4% this year, attributed to falling oil prices and concerns regarding the company's debt burden [3]

周三（10月1日）美股盘中传出消息，英特尔正处于与AMD（超威半导体）的早期谈判阶段，探讨让AMD成为其晶圆 代工客户。 英特尔曾是全球最大的半导体公司，但如今正深陷困境，其芯片代工业务近年来持续亏损，拖累了公司经营状况。 今年8月，美国政府与英特尔达成协议，将以约89亿美元收购英特尔9.9%的股份，成为其最大股东之一。这笔投资部分 来自美国《芯片法案》提供的补贴。 在特朗普政府的偏好下，多家美国大企业已将部分生产（主要是较低端芯片）转向英特尔的美国代工厂。 目前尚不清楚，如果双方达成协议，AMD会将多少生产任务转移到英特尔，以及交易是否会涉及AMD的直接投资（类 似其他公司与英特尔达成的合作）。 这一进展若能成行，将被视为对英特尔这家陷入困境的芯片制造商的又一次信任投票。受该消息影响，截至收盘，英特 尔股价涨超7%，收于2024年4月以来的最高水平。 先前有消息称，英特尔数月来一直与潜在客户和投资者讨论类似合作。当下，白宫正利用自身影响力扶持英特尔，因认 为这关乎美国能否在芯片制造领域占据领先地位。 分析师表示，拥有新的大客户将使英特尔代工部门能够自信地投资开发其制造技术，并向其他芯片公司发出信号，表明 英 ...

| 代码 | 名称 | 最新价 | 涨跌额 | | | --- | --- | --- | --- | --- | | .DJI | 道現斯指数 | 46441.10 | +43.21 | 0.09% | | .SPX | 标普500指数 | 6711.20 | +22.74 | 0.34% | | .IXIC | 纳斯达克综合指数 | ⊙ 22755.16 | +95.15 | 0.42% | 周三（10月1日），美股低开高走，三大指数连涨四天，其中道指和标普收于历史新高。 截至收盘，道琼斯指数涨0.09%，报46441.10点，连两日创新高；标普500指数涨0.34%，报6711.20点，刷新了9月22日录得的纪录；纳斯达 克综合指数涨0.42%，报22755.16点。 前一天，美国联邦政府时隔近七年再"停摆"。盘中，参议院就民主党提出的临时拨款法案进行投票，但未能落地。由于民主党坚持医疗保健 方面的要求，共和党提出的法案也未能通过。 特斯拉涨3.31%。据《福布斯》数据，特斯拉CEO埃隆·马斯克成为有史以来首位个人财富达到5000亿美元的人。 历史上看，股市在政府关门期间表现平稳。但考虑到一系列经济因素 ...

当地时间周三（10月1日），美国最高法院判决暂时维持美联储理事莉萨·库克（Lisa Cook）的职务，并 将该案件的口头辩论安排在2026年1月进行。 该裁定意味着在明年1月法官们就此案听取辩论之前，库克可继续留任。分析认为，这对于正在加强控 制美联储理事会的美国总统特朗普来说是一次挫折。 先前，特朗普指控库克涉嫌房贷欺诈，并以此为由希望尽早解除库克职务。对此，库克否认指控，并称 诉讼是特朗普为掌控美联储、打压独立性的借口。 白宫发言人Kush Desai在声明中表示："特朗普将依法'以正当理由'把莉萨·库克从美联储理事会中除名。 我们期待在明年1月的最高法院辩论后取得最终胜利。" 智通财经之前报道提到，在最高法院裁决前，历任美联储前主席、多位前财政部部长等经济领域领袖联 署警告，如果法院批准解雇库克，将会侵蚀公众对该行独立性的信任。 美联储年内还有两场议息会议，分别定于10月28-29日和12月9-10日，官员们将讨论是否进一步降息。 根据法院的判决，库克将有权出席这两场会议，甚至有望在明年1月会议上投票。 旧金山联储前高级顾问Tim Mahedy评论道："这远未结束，但目前对美联储独立性来说是一场胜利。这 ...

Core Insights - The local lifestyle market is shifting focus from food delivery to in-store services, with a competitive landscape emerging around consumer decision-making platforms ahead of the National Day holiday [1][10] - Major players like Gaode Map and Baidu Map are launching competing ranking systems based on user movement data to capture consumer interest [1][2] Group 1: Competitive Landscape - Gaode Map launched the "Street Ranking" on September 10, attracting nearly 40 million users on its first day by utilizing travel data and a "foot voting" recommendation system [1] - Baidu Map introduced the "AI Ranking" in collaboration with Meituan and Ctrip, featuring rankings based on user travel data and integrating Dazhong Dianping and Ctrip's reputation rankings [2][8] - Douyin and Xiaohongshu are also entering the ranking space, with Douyin's "Heartbeat Ranking" focusing on user interactions and Xiaohongshu's "Selected Stores" feature leveraging community-generated content [11][12][13] Group 2: Ranking Mechanisms - Baidu Map's "AI Ranking" employs a similar "foot voting" methodology as Gaode, covering categories like food, attractions, hotels, and shopping [8] - The ranking system displays the number of visitors arriving by car or on foot, enhancing transparency [8] - Baidu's lack of a credit system is addressed by adding deep search capabilities, although experts suggest the AI-generated content may have limited practical value [8][10] Group 3: Strategic Approaches - Gaode Map creates a closed-loop ecosystem by allowing users to order directly through Alibaba's platforms, while Baidu adopts a mixed model, directing food orders to Meituan and hotel bookings to Ctrip [8][10] - The competition is not just about immediate traffic but also about establishing authority in consumer decision-making as navigation data becomes crucial [10][14] - The differing strategies reflect the platforms' core identities, with map-based services focusing on data and ecosystem, while content platforms emphasize community engagement and user-generated content [14]

二手住房市场方面，统计数据显示，今年9月，二手住房成交1.8万套，环比增加3%，同比增加27%。自 8月26日"沪六条"实施以来，二手住房日均成交609套，比8月政策出台前日均水平增加12%。 具体而言，一是成交量逐周增加。9月第1-3周，二手住房日均分别成交558、615、628套，呈现逐周提 升态势；9月周末成交量较高，日均成交891套，比8月周末日均增加22%，其中9月27日（周六）成交 1061套，为今年6月以来周末最高水平。二是先行指标得到了显著提升。综合中介机构反馈情况，9月二 手住房新增购房委托量比8月增加7%、居间合同量增加10%。 外环外市场活跃度提升 上海房地产新政"沪六条"自8月26日实施以来已有一个多月，房地产市场走势如何？ 10月1日，智通财经记者从上海市房管局获悉，"沪六条"聚焦居民购房需求综合施策，政策实施一个多 月以来，扩容支持需求逐步释放，住房市场活跃度提升，在推动8月商品住房成交量环比由负转正后， 促进9月一、二手住房成交量延续增长态势。统计数据显示，9月一、二手住房累计成交207万平方米， 环比增加8%，同比增加24%。 一手房成交55万平方米，同比增加14% 来自上海市 ...