Workflow
Feng Huang Wang
icon
Search documents
黄金又创新高,伦铜创15个月新高!市场热炒“美联储降息交易”
Feng Huang Wang· 2025-09-15 22:57
北京时间周二凌晨,随着国际经济、地缘环境均呈现有利于推动美联储降息的状态,交易员们加大了对黄金和大宗商品的押注。 截至发稿,伦敦现货黄金日内涨近40美元,历史首次站上3680美元/盎司;COMEX黄金也拉涨近1%,创出3720美元/盎司的历史新高。 今年以来,受到地缘政治动荡、特朗普贸易政策,以及各国央行的持续买入,黄金的累计涨幅已经超过40%,并在近期突破经通胀调整后的历史价值前高。 除此之外,美联储也在承受特朗普的降息施压,包括试图罢免理事丽莎·库克。 不生息的黄金被普遍视作不确定性时期的避险资产,在低利率环境下往往表现良好。高盛此前分析称,若私营部门持有的美国国债有1%流入黄金,金价就 有可能被推高至5000美元/盎司。 根据最新消息,美国当地时间周一晚间(北京时间周二清晨),美国参议院会对特朗普提名经济顾问米兰去美联储理事会短期兼职一事进行投票。若能获得 通过,他将列席周二开始的美联储公开市场委员会会议,并在"点阵图"上传递"白宫声音"——毫无疑问一定是大幅降息的曲线。 与此同时,较低的利率通常通过提振需求和削弱美元来支撑铜等大宗商品。 虽然绿色转型的主题今年以来有些疲软,但铜也搭上了人工智能和军工两 ...
布拉德有意接掌美联储,称年内降息75个基点是合理的
Feng Huang Wang· 2025-09-15 22:57
布拉德表示:"如果我们为成功做好了准备,我愿意接受这份工作……成功意味着我们要捍卫美元作为 储备货币的地位,保持低且稳定的通胀,并保护美联储的独立性。如果方向是这样,那么我会非常有兴 趣。" 目前,特朗普政府目前正在面试多位候选人,以接替任期将于明年5月结束的美联储主席鲍威尔。鲍威 尔正接近其第二个任期的尾声,但根据规定,他仍可继续担任理事直至2028年。 前圣路易斯联储主席布拉德周一表示,他上周与美国财政部长贝森特就出任美联储主席一职进行了交 流,并表示如果条件合适,他对这一职位非常感兴趣。 布拉德透露:"我上周三和财政部长及其团队谈过,不仅涉及美联储主席职位,也涉及其他一些问 题。"布拉德目前担任普渡大学Mitch Daniels商学院院长,曾在2008年至2023年期间领导圣路易斯联 储。 在圣路易斯联储任职期间,布拉德以主张灵活应对经济变化而闻名,他愿意根据形势快速调整政策立 场。 布拉德强调:"美联储的独立性至关重要,把政治排除在央行之外,才能确保良好的经济和金融结果。" 此外,布拉德对关税-通胀暂时论表示认同,并倾向支持陷入解雇风波的美联储理事库克。 他解释称,进口在美国经济中整体占比有限,因此关 ...
纳指、标普500续刷新高,Alphabet市值突破3万亿美元,中概股多数上涨
Feng Huang Wang· 2025-09-15 22:25
BMO Family Office首席投资官Carol Schleif表示:"市场正押注'金发女孩'情景:就业市场足够疲弱,足 以促使美联储启动一轮降息周期,而非单次降息,同时又不会伤及整体增长。若美联储未给出后续降息 的明确暗示,市场可能会感到失望。" 与此同时,中美经贸会谈也释放了一些积极信号。据新华社报道,当地时间9月14日至15日,中美经贸 中方牵头人、国务院副总理何立峰与美方牵头人、美国财政部长贝森特以及贸易代表格里尔在西班牙马 德里举行会谈。双方以两国元首通话重要共识为引领,就双方关注的经贸问题进行了坦诚、深入、富有 建设性的沟通,就以合作方式妥善解决TikTok相关问题、减少投资障碍、促进有关经贸合作等达成了基 本框架共识。双方将就相关成果文件进行磋商,并履行各自国内批准程序。 根据CME FedWatch工具,市场最新定价显示,美联储降息25个基点的概率为95.8%,而大幅降息50个 基点的可能性仅为4.2%。 富国银行投资研究院高级全球市场策略师Scott Wren表示:"市场完全预期美联储将在本周会议上启动一 轮降息。今天的大部分市场动作都在为周三的声明提前布局。这可能演变为'买预期、卖事 ...
2025中国企业500强发布(附榜单)
Feng Huang Wang· 2025-09-15 15:11
9月15日,中国企业联合会、中国企业家协会连续第24次向社会发布了"中国企业500强"(以下简称"企业500强")榜单。这份榜单以2024年企 业营业收入作为入围标准,呈现出以下主要特点。 规模总量保持增长。企业500强营业收入达110.15万亿元,较上年500强有所增加。入围门槛实现23连升,达479.60亿元,提升5.79亿元。资产 总额为460.85万亿元,增长7.46%。榜单中,千亿规模企业数量增至267家,有15家企业的营业收入超过万亿元。其中,国家电网营业收入超过 3万亿元,即将突破4万亿元;中国石油、中国石化、中国建筑的营业收入超过2万亿元。 经济效益继续改善。企业500强实现归属母公司所有者净利润总额为4.71万亿元,增长4.39%,收入净利润率为4.27%,提高0.17个百分点。 创新活力更加充沛。研发强度创新高。企业500强共投入研发费用1.73万亿元;研发强度创下1.95%的新高,连续8年提升。创新成果产出质量 继续提升,企业500强持有有效专利总数224.37万件,比上年增加21.40万件,增长10.54%。其中持有发明专利103.96万件,较上年企业500强增 加15万件,增长了16 ...
全球三大富豪身家合计1万亿美元 与巴菲特旗下伯克希尔市值相当
Feng Huang Wang· 2025-09-15 14:50
Group 1 - The combined wealth of the three richest individuals has reached $1 trillion, comparable to the market value of Berkshire Hathaway [1] - Elon Musk's net worth is $419 billion, Larry Ellison's is $349 billion, and Mark Zuckerberg's is $265 billion, totaling $1.03 trillion [1] - The wealth of Musk, Ellison, and Zuckerberg has significantly increased due to their stakes in highly valuable companies, with Musk holding approximately 13% of Tesla and 42% of SpaceX, Ellison holding 41% of Oracle, and Zuckerberg holding 13% of Meta [1] Group 2 - Musk's wealth has decreased by $14 billion this year, while Ellison's net worth has nearly doubled, increasing by $157 billion due to Oracle's stock price rising over 75% [1] - Zuckerberg's wealth has increased by $5.8 billion this year, benefiting from a 29% rise in Meta's stock price [2] - The "billionaire club" has collectively added $434 billion this year, with a total wealth of $3.2 trillion, surpassing the market values of Google and Amazon [2] Group 3 - Musk is on track to become the world's first "trillionaire" if Tesla achieves a valuation of $8.5 trillion, which would trigger a $1 trillion compensation plan pending shareholder approval [3] - Recent regulatory filings indicate Musk invested approximately $1 billion in Tesla stock, reflecting his confidence in reaching the valuation target [3]
2026款比亚迪海豹07 DM-i上市:换装怀挡带激光雷达,14.98万元起
Feng Huang Wang· 2025-09-15 14:16
Group 1 - BYD's new model, the 2026 Sea Lion 07 DM-i, has been launched with four configurations starting at a price of 149,800 yuan, aimed at enhancing competitiveness in the mainstream hybrid sedan market [1] - The design features a closed front face replacing the original grille, with a slight increase in length by 15mm, resulting in dimensions of 4995/1900/1495mm while maintaining a wheelbase of 2900mm [1] - Interior upgrades include a shift to a popular electronic gear shift design, optimizing space for wireless charging, physical buttons, and larger cup holders [1] Group 2 - The new Sea Lion 07 DM-i offers a tiered hardware configuration for intelligent driving, with the top version featuring the "Tian Shen Zhi Yan-B" system that includes lidar for advanced functions like urban navigation [2] - The powertrain continues to offer 1.5L and 1.5T DM-i plug-in hybrid options, with the 1.5T version delivering a maximum power of 200 kW [2] - Two different capacities of blade battery packs are available, providing pure electric ranges of 135 km and 230 km according to CLTC standards, along with luxury features in high-end models [2]
罗永浩决定放弃追究西贝,搁置“十万现金奖励”
Feng Huang Wang· 2025-09-15 12:46
凤凰网科技讯 9月15日,罗永浩在其官方微博发布长文,决定放弃追究西贝。但将帮助消费者发起 集体诉讼,并会持续监督西贝。 罗永浩在声明中坦言,这一决定是经过反复权衡后的结果。他观察到许多事业有成的中年人会为了 所谓"面子"做出不理智的举动,并以此类比贾国龙在此次事件中的强硬表态。他担心,如果持续与贾国 龙在个人恩怨上"较劲",最终可能会让贾老板的"愚蠢固执害死这家我当年喜欢过的连锁餐馆",并波及 近两万名员工的生计。为了避免陷入意气之争,也为了不让事态恶化到无法挽回的地步,他主动选择了 退让。 除了放弃诉讼,罗永浩还决定放弃此前计划的"提取十万元现金去西贝公司奖励贾国龙"的行为。他 将此前的计划定性为一种涉嫌"意气用事"的讽刺和侮辱,表示除非对方再次发表不当言论,否则将不再 进行此类行动。 尽管在个人层面选择了"休战",但罗永浩强调,他将聚焦于解决真正的实际问题。他重申了对帮助 因预制菜问题起诉西贝的消费者的承诺,并公开了法律援助联络邮箱。他明确指出,他并不反对预制菜 本身,甚至在直播中也曾销售过,他所主张的核心是保障消费者的知情权,餐饮企业不能用预制菜冒充 现做的菜肴。对此,他将持续监督西贝官方承诺的在10 ...
首发MomentaR6大模型/高通8775座舱芯片 别克发布增程轿车至境L7
Feng Huang Wang· 2025-09-15 12:08
Group 1 - The core viewpoint of the article highlights the launch of the Buick Zhijing L7, a new energy sedan by SAIC-GM Buick, which will introduce three models within six months, including a high-end MPV and an SUV [1] - The Buick Zhijing L7 features advanced driver assistance systems and an intelligent cockpit, aligning with new energy vehicle trends [1] - A pre-sale event for the Zhijing L7 is scheduled for September 28 [1] Group 2 - The Zhijing L7 is designed with a range-extended powertrain, featuring a 252 kW electric motor and a 115 kW 1.5T range extender, with a fuel tank capacity of 60 liters [2] - Under CLTC conditions, the pure electric range is 302 kilometers, while the comprehensive range reaches 1400 kilometers, with a 0-100 km/h acceleration time of 5.9 seconds and a top speed of 200 km/h [2] - The vehicle's interior includes four fully functional floating seats wrapped in Nappa leather, with features such as zero-gravity front passenger seat and a 610 mm central armrest control panel for the second-row seats [2]
罗永浩决定放弃追究西贝
Feng Huang Wang· 2025-09-15 11:41
凤凰网科技讯 9月15日,罗永浩在其官方微博发布长文,决定放弃追究西贝。但将帮助消费者发起集体 诉讼,并会持续监督西贝。 ...
西贝道歉后,罗永浩:决定放弃进一步追究
Feng Huang Wang· 2025-09-15 11:33
Core Viewpoint - The conflict between Luo Yonghao and Xibei over the issue of "pre-made dishes" has escalated into a public debate, drawing significant attention within the restaurant industry and beyond [3][8]. Group 1: Background of the Conflict - The controversy began when Luo Yonghao criticized Xibei on social media, claiming that the restaurant primarily serves pre-made dishes at high prices, and called for mandatory labeling of such dishes [3]. - Xibei's founder, Jia Guolong, responded by asserting that their dishes are 100% free of pre-made ingredients and invited public inspection of their kitchens [3][6]. - The strong rebuttal from Xibei intensified the debate, leading Luo to present industry reports and evidence to support his claims, which resulted in a flood of public responses [3][6]. Group 2: Developments and Reactions - On September 15, Xibei issued a public apology, which prompted Luo to announce that he would no longer pursue the matter further, although he continued to question the discrepancies between Xibei's promises and their actual practices [6][8]. - The exchange included personal attacks, with Jia labeling Luo as a "network black society," which Luo countered by accusing Jia of defamation [3][6]. - The incident has raised questions about transparency and consumer trust in the restaurant industry, with Luo emphasizing the need for businesses to be honest about their food sourcing [5][6].