Group 1 - The founder of Universa Investments, Mark Spitznagel, predicts that the U.S. stock market could rise by approximately 20%, pushing the S&P 500 index above 8,000 points before a significant market crash similar to the 1929 stock market crash occurs [1][3][4] - Spitznagel warns of a potential 80% market crash following a major historical rebound, indicating that the current market phase is a rebound rather than a conclusion [3][4] - Universa Investments, based in Miami, manages $20 billion in assets and specializes in hedging against "black swan" events, achieving an average capital return rate exceeding 100% since its inception in 2007 [4] Group 2 - Despite the recent positive economic performance, Spitznagel believes that the excessive monetary easing since 2008 continues to support the economy, and the full impact of rising interest rates post-pandemic has yet to be realized [5]

从板块来看，芯片产业链集体爆发，江丰电子等十余股涨停，张江高科2连板续创新高，华软科技4连 板，向日葵3连板，长川科技、盛美上海创历史新高。地产股震荡走强，大龙地产4天3板。机器人概念 股局部活跃，豪能股份涨停。 市场早盘低开高走，创业板指翻红后快速拉升，科创50指数大涨超4%。沪深两市半日成交额1.41万 亿，较上个交易日缩量2885亿。截至收盘，沪指涨0.63%，深成指涨1.11%，创业板指涨1.76%。 下跌方面，旅游股集体下挫，云南旅游触及跌停。板块方面，半导体、地产、油气等板块涨幅居前，旅 游、煤炭、贵金属等板块跌幅居前。 ...

继美联储开启降息周期后，黄金价格不断突破新高。截至今日发稿，COMEX黄金价格约为每盎司 3758.40美元。 当地时间9月23日，COMEX黄金期货涨0.58%报3796.9美元/盎司，盘中一度涨至3824.60美元/盎司创盘 中历史新高，现货黄金日内一度升破3790美元/盎司，刷新历史新高，不过在美联储主席鲍威尔发表讲 话后，涨幅收窄，最终日内涨幅为0.46% 今年以来，金价累积涨幅接近40%，国内品牌金饰价格也随之上扬，智通财经记者近日走访调研市场和 机构发现，不少投资者也犯了"恐高症"，进退两难。多家机构虽然进一步上调对金价的预期，但也同时 持续提示国际形势的风险。 "美联储如期降息后，市场关注点转向年内后续降息路径。本周将公布美国8月PCE物价指数。基于美国 8月PPI和CPI数据基本符合预期，8月PCE指标，或预示通胀有所降温，这将强化年内连续降息预期,对 金价形成支撑。"业内人士对智通财经记者表示。 金价持续上涨 投资者"恐高"喜忧参半 "在过去一段时间黄金价格持续上涨，最大的原因是国际地缘政治的紧张局势，首先造成投资人的避险 心态，而黄金是规避风险的投资标的。另一方面，全球各国央行持续以相当数 ...

凤凰网科技讯 9月24日，据"通义千问Qwen"微信公众号消息，阿里巴巴推出迄今为止规模最大、能力 最强的模型——Qwen3-Max。 目前，Qwen3-Max-Instruct的预览版在LMArena文本排行榜上位列第三，超越了GPT-5-Chat。正式版本 在代码能力和智能体（agent）能力方面进一步提升，在涵盖知识、推理、编程、指令遵循、人类偏好 对齐、智能体任务和多语言理解的全面基准测试中均达到业界领先水平。 ...

安蒙在演讲中表示，6G不只是速度和带宽的提升，更将成为一个智能化的网络架构，在边缘设备与云 端之间实现实时协同，为AI原生应用提供底层支撑。 安蒙还表示，未来的智能体（AI Agent）将取代手机作为核心入口，广泛运行在耳机、眼镜、汽车等设 备上，而6G网络的感知与低时延特性，将是实现这一愿景的关键。 凤凰网科技讯（作者/于雷）9月24日，2025高通骁龙峰会举行，高通CEO安蒙在开幕演讲中透露，6G商 用设备有望在2028年大规模部署。 ...

Core Insights - The new policy implemented a year ago has led to significant market capitalization growth for 43 listed companies, totaling over 9.5 trillion RMB, highlighting the emergence of core competitive companies in the A-share market [1][6][11] Industry Performance - The hard technology sector, particularly the semiconductor and hardware equipment industries, has shown remarkable performance, contributing 15 companies to the market capitalization growth, with Industrial Fulian and Cambricon leading the way [1][7][11] - The semiconductor industry saw Cambricon's stock price surge by 535.14%, resulting in a market capitalization increase of 4.76 billion RMB, while Industrial Fulian topped the list with a market capitalization increase of 10.36 billion RMB [1][7][8] Company Highlights - Industrial Fulian achieved a market capitalization increase of 10,356.21 million RMB, with a stock price increase of 286.21% [4][6] - Ningde Times, a leader in the battery sector, saw its market capitalization grow by 7,934.45 million RMB, with a stock price increase of 101.21% [11][12] - Agricultural Bank and Industrial and Commercial Bank recorded market capitalization increases of 6,480.66 million RMB and 4,529.49 million RMB, respectively, indicating a recovery in undervalued blue-chip stocks [6][8] Financial Sector Growth - The financial sector, including banks and non-bank financial institutions, has also experienced significant growth, with several banks seeing market capitalization increases exceeding 2 billion RMB [2][8] - Dongfang Wealth emerged as a standout in the non-bank financial sector, with a market capitalization increase of 2,434.23 million RMB and a stock price increase of 144.15% [10] Market Structure - The ChiNext and Sci-Tech Innovation Board have become important platforms for nurturing high-growth companies, with over 30% of the 43 companies listed on these boards [11][12] - Traditional industry leaders, including Guizhou Moutai and Hengrui Medicine, have also seen value recovery, with Guizhou Moutai's market capitalization increasing by 2,278.17 million RMB [13]

Core Viewpoint - Xiaomi is set to launch the new Xiaomi 17 Pro series, emphasizing its advanced imaging capabilities and battery technology [1] Group 1: Imaging Capabilities - The new Xiaomi 17 Pro series is codenamed "King of Backlight" and features the "Leica Light and Shadow Master" imaging system [1] - It will debut the Light and Shadow Hunter 950L image sensor, which significantly improves issues like ghosting, haze, and glare through enhanced optical coating [1] Group 2: Battery Technology - The Xiaomi 17 Pro series boasts impressive battery standards, utilizing the new Xiaomi Jinsha River battery [1] - The battery has a 16% higher silicon content and an increased energy density, along with the first use of L-shaped packaging for stacked battery technology, further enhancing capacity [1]

凤凰网科技讯 9月24日，小米将于明晚19点举办第6次雷军年度演讲，主题是《改变》，聊聊小米玄戒 芯片和小米汽车背后的故事。小米集团创始人、董事长兼CEO雷军发文表示，造车和重启造芯，几乎是 同时做的决策，把小米前十年攒下的家底全押上了。说实话，"同时供家里两个孩子上大学"，压力巨 大。 现在想想，都会感慨，当时哪来这么大的勇气。 ...

Group 1 - Apple's CEO Tim Cook visited Japan for the first time since December 2022, highlighting the reopening of the renovated Apple Ginza store as a significant milestone for the company in Japan [1] - The reopening of the Ginza store symbolizes Apple's strong connection with customers and communities in Japan, as it was the first retail store opened outside the United States [1] - Apple faces new competition regulations in Japan, effective December 18, which aim to lower barriers for external companies in the smartphone app distribution and payment markets, potentially impacting Apple's business model [1] Group 2 - Japan currently accounts for approximately 6% to 8% of Apple's total sales, with a decline in market share attributed to a weak yen [2] - In the second quarter, Apple's smartphone shipment share in Japan was 46.4%, reflecting a year-on-year decrease of 6.4 percentage points [2] - Apple has been increasingly inviting influencers from China and India to its product launch events, indicating a shift in marketing strategy [2]

凤凰网科技讯 9月24日，小米创办人、董事长兼CEO雷军发文称，在2023雷军年度演讲中讲到："人因梦想而伟大，又因坚持梦想而成长。"持续成长， 就能带来巨大的改变，今年演讲，会聊聊"改变"的故事。 值得一提的是，今天早上6:37，小米CEO雷军在社交平台晒出健身房打卡照，这是他今年第99次健身。预计雷军明天将完成第100次打卡，达成全年健 身目标，并在当晚的年度演讲上正式宣布这一任务圆满完成。 据了解，在2024年跨年直播中，雷军分享了他的三个新年愿望，他希望2025年能完成100次健身打卡、交付30万辆汽车、去更多地方看美景尝美食，顺 便测测汽车。 9月23日，小米创办人、董事长兼CEO雷军发布了一段预热视频。在视频中，当谈及为何今年的演讲比往年晚了一些？雷军解释到，原计划是今年 6月 份和小米YU7的发布会一起办，但是这次发布会内容实在太多，时间也特别特别长，所以临时推迟到9月份，和小米17系列年度旗舰一起发。雷军直言，"当 我知道推迟的时候还挺高兴的，因为这样可以蹭一下小米17的流量。" 雷军还表示，每年办一次年度演讲，给大家讲讲小米的故事及最新进展，特别像交一次年度总结。 （责任编辑：郭健东 ） 【 ...