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 ...

Core Viewpoint - Tesla has begun rolling out the 2025.26.11 software update, introducing several new features aimed at enhancing user experience and vehicle functionality [1] Group 1: New Features - The update includes "Sound and Light Dance," allowing ambient lighting to sync with music rhythm and adjust in real-time based on volume and surroundings [1] - Users will receive charging station details upon arrival at their destination [1] - A new application called "Car Fish Audio-Visual" has been added, enabling users to log into Douyin to browse videos and listen to news from Toutiao [1] - Dashcam and Sentry Mode video clips will now include footage from the vehicle's side cameras located at the B-pillar [1]

鸿蒙智行将依据国家车辆购置税相关政策，对符合补贴条件的购车用户提供购车尾款现金减免或者现金 补贴。 凤凰网科技讯 9月30日，问界汽车公布问界M7 2026款购置税补贴方案。方案提到：在2025年11月3日 24:00前完成大定锁单，如因非用户原因车辆未及时到店交付，导致开票和车辆交付实际发生在2026 年，则用户可享受跨年购置税补贴方案，至高15000元。 ...

为深入贯彻党中央、国务院决策部署，进一步完善举报制度，有效回应市场关切，弘扬公正担当的吹哨 人文化，更好适应资本市场高质量发展和监管执法工作要求，结合举报工作实践，中国证监会会同财政 部修订完善了《证券期货违法违规行为举报工作暂行规定》（证监会公告〔2020〕7号），形成了《证 券期货违法行为吹哨人奖励工作规定（征求意见稿）》，现向社会公开征求意见。 一、修订背景 2014 年 6月，我会发布实施《举报规定》，设立了重大违法线索有奖举报制度。2020年1月，《举报规 定》修订（证监会公告〔2020〕7号）。近年来，一方面，中央高度重视资本市场举报制度建设，党中 央、国务院对完善证券期货违法违规举报制度提出了一系列新部署新要求。另一方面，随着我会持续释 放强监管信号，同时有奖举报条款正式写入《证券法》《期货和衍生品法》，社会和市场有关方面通过 各种方式向我会提出加大有奖举报力度打击违法行为的意见建议。为落实中央要求、回应市场关切，有 必要对《举报规定》进一步修订完善。 二、修订内容 （一）修改制度名称 制度名称从《证券期货违法违规行为举报工作暂行规定》修改为《证券期货违法行为吹哨人奖励工作规 定》，新增概念定义 ...

摘要： 未来，硬件决定一辆车的下限，软件定义一辆车的上限，而进化的能力，将真正决定一辆车能走多远。 9月23日，连续14个月保持中国汽车成交均价第一的鸿蒙智行，正式宣布启动重磅升级。 据悉，此次升级包括华为乾崑智驾ADS 4等3大能力升级和30+项体验优化，能够让智能驾驶、人机交互 等核心功能实现"像人一样思考"的焕新升级。 根据官方数据，鸿蒙智行2025年第38周（2025年9月15日- 9月21日）销量为13446台，位列新势力品牌 Top1，同时年度累计销量位居新势力品牌榜首。捷报频传的背后，除了毋庸置疑的产品力优势外，用 户不分新旧、体验常用常新的长期主义视野，或许同样功不可没。 智能座舱方面，新增国庆、中秋节日壁纸，增添节日氛围；"小艺一路聊"语音助手，提升交互便捷性。 鸿蒙生态也得到了进一步拓展，手机、手表、车机之间的智能互联得到全面强化。老车主无需换车，就 能紧跟智能潮流，享受新车级体验。 开启"车随人成长"全新时代 以智能之名，体验再进化 今年以来，鸿蒙智行以"五界十车"的全矩阵布局和周订单3.5万辆的爆发式增长，成为领跑新能源行业 的中坚力量，实现了从主流到超豪华市场的全线覆盖。 与此同时， ...

Core Insights - The article highlights the strong demand for the ZunJie S800, with 520 orders placed last week and nearly 600 units delivered, indicating a potential peak in Q4 that could surpass the combined sales of BBA (Benz S-Class, Maybach, BMW 7 Series, and Audi A8) [1] Group 1: ZunJie S800 Performance - ZunJie S800 is expected to achieve a single-week peak in Q4 that exceeds the total sales of BBA [1] - Last week's orders for ZunJie S800 reached 520, with actual deliveries close to 600 [1] Group 2: Market Trends and Competitors - The article mentions significant order data for other brands, with Hongmeng Zhixing receiving over 75,000 new orders last week, driven by the launch of the new Wanjie M7 [1] - The Wanjie M7 was officially launched on September 23, offering both range-extended and pure electric powertrains across 12 configurations, starting at a price of 279,800 yuan [1] Group 3: Wanjie M7 Specifications - The Wanjie M7 has dimensions of 5080mm in length, 1999mm in width, and 1780mm in height, with a wheelbase of 3030mm, showing significant increases compared to the previous model [1] - The wheelbase has been extended by 210mm, providing more spacious seating [1]

Group 1 - The core point of the article highlights that Leap Motor's COO announced a record weekly sales of 16,000 units in the last week of September, representing a 24% month-over-month increase, positioning the company as a potential sales leader among new energy vehicle manufacturers [1] - Leap Motor received 11,000 new orders, continuing to break historical delivery records [1] - The company is set to unveil its new flagship model, the Leap D19, on October 16, which will be the largest and most premium SUV in its lineup, targeting the luxury segment [1]

Core Insights - Jensen Huang, the CEO of Nvidia, has shifted from a non-political stance to actively engaging with global leaders to promote AI technology and investment opportunities [1][2][3] - Nvidia plans to invest £2 billion in UK AI startups, aiming to establish the UK as an "AI superpower" [1][2] - The company's strategy includes expanding its market to governments, which may have more substantial funding than large tech companies [2][3] Investment Strategy - Nvidia's investment in the London-based startup Nscale includes £500 million and the sale of hundreds of thousands of chips, with Nscale's valuation reaching $3 billion [2] - Huang's approach involves forming strategic partnerships with local companies to meet the demand for AI technology across various countries [2][5] - The company has already announced over 20 sovereign AI projects across North America, Europe, the Middle East, and Asia since the beginning of the year [6] Sovereign AI Strategy - Nvidia's sovereign AI strategy aims to promote AI autonomy in various countries while maintaining U.S. technological dominance [3][5] - Huang has been a key proponent of the U.S. government's AI action plan, which seeks to export American AI technology globally [3][5] - The potential revenue from sovereign AI initiatives is projected to exceed $20 billion by 2025, more than doubling from 2024 [6] Market Dynamics - Analysts predict that the total market size for sovereign AI-related transactions will surpass $50 billion in the coming years [7] - Despite the emphasis on sovereign AI, no region, except China, has successfully established a self-sufficient AI ecosystem independent of U.S. technology [7][8] - The need for countries to develop their semiconductor industries is highlighted as essential for true AI sovereignty, which requires significant investment and commitment [8] Risks and Challenges - As Nvidia expands its customer base, the risk of overexpansion and potential excess capacity in the industry increases [9] - The reliance on AI technology continues to grow, with global leaders expressing support for Huang's vision and Nvidia's role in the AI landscape [9]