央行数据显示，8月末广义货币(M2)余额331.98万亿元，同比增长8.8%。狭义货币(M1)余额111.23万亿 元，同比增长6%。流通中货币(M0)余额13.34万亿元，同比增长11.7%。前八个月净投放现金5208亿 元。 ...

Core Points - The European Union has accepted Microsoft's proposed solution to end the investigation into the alleged illegal bundling of the Teams video conferencing application, allowing Microsoft to avoid a significant antitrust fine [1] - Microsoft has committed to unbundling Teams from its popular Office suite, addressing competition concerns raised by the EU [1] - The EU previously warned Microsoft that its behavior since 2019 had given Teams an unfair advantage over competitors [1] Summary by Sections - **Regulatory Outcome** - The EU's acceptance of Microsoft's solution marks the conclusion of the investigation into the company's practices [1] - Microsoft will now sell Teams separately from Office 365 and Microsoft 365 [1] - **Commitments Made by Microsoft** - Microsoft has agreed to charge lower fees for the Office suite that does not include Teams [1] - The company will also improve interoperability for competing software using Microsoft services [1] - **Statements from Microsoft** - Nanna-Louise Linde, Microsoft's Vice President of European Government Affairs, expressed gratitude for the dialogue with the EU Commission that led to the agreement [1] - Microsoft plans to implement these new obligations immediately and comprehensively [1]

摘要： 北京地区的多家店铺都出现了外卖订单量骤降的情况，收入额更是直接腰斩，有员工称，"确实非常委 屈，外卖订单量少了很多，我也很难受"。 直击后厨，订单骤降，员工自称很委屈 其中，罗永浩所点的"草原嫩烤羊排"就出自烤制区。据员工介绍，其出自一台万能蒸烤箱，造价约十几 万元，"烤鱼调好260度，烤9分钟就可以了。" 提及其他菜品是否为预制时，有员工表示，"说咱家是预制，其实就是挺冤枉的，你说这菜出餐几分钟 啊？把这菜扔水里边煮熟了拿出来放上葱油汁就 ok了。我感觉确实没有那么繁琐的工艺，为什么要预 制呢？" 凤凰网科技在另一家西贝后厨看到，冰柜里有各种准备好的备菜青菜，有腌制泡菜显示生产日期为9月9 日。 另有店员告诉凤凰网科技，炖牛肉是从早上5点开始备餐，炖好正餐开餐前，准备好一定量，"有的是两 三餐的量，如果卖不完要转为员工餐，或者是处理掉"，相似的说法也在各大社交网络上出现。 另据其中一家门店的负责人称，所谓中央厨房配送的多是门店无法加工的食材，"比如拍黄瓜，把黄瓜 拍成瓣"，其称该门店有四个小时工每天从早上5点开始备菜，一直备到厨师上岗，"根本忙不过来"。 除此之外，其也称，罗永浩事件对西贝的生意造成 ...

Core Viewpoint - The news highlights the upcoming changes in the vehicle purchase tax policy for new energy vehicles in China, indicating a significant financial impact on consumers starting in 2026 [1][2]. Group 1: Tax Policy Changes - From January 1, 2026, to December 31, 2027, new energy vehicles will be subject to a 50% reduction in vehicle purchase tax, which means a tax rate of 5% will apply [1][2]. - The purchase price of a new energy vehicle, such as the new Xiaopeng P7, will result in additional costs for consumers, with estimates indicating an increase of approximately 9,276 yuan for a vehicle priced at 219,800 yuan [1]. Group 2: Historical Context and Future Implications - In June 2023, the Ministry of Finance, State Taxation Administration, and Ministry of Industry and Information Technology announced that new energy vehicles purchased between January 1, 2024, and December 31, 2025, would be exempt from vehicle purchase tax, with a maximum exemption of 30,000 yuan per vehicle [1]. - The announcement has raised concerns about the potential for a 5% purchase tax on new energy vehicles starting next year, as indicated by industry experts [1].

Core Insights - The report highlights that major chain restaurants in China, such as Zhen Gongfu, Yoshinoya, and Xibei, have over 80% of their dishes made from pre-prepared ingredients [1] Industry Summary - The pre-prepared food industry is gaining significant traction in China, with a notable percentage of dishes in leading chain restaurants being pre-made [1] - The Chinese Chain Operation Association has previously addressed the question regarding whether dishes at Xibei restaurants are pre-prepared, indicating a level of transparency in the industry [1]

Core Viewpoint - The recent policy changes in Shenzhen's real estate market have prompted multiple banks to adjust their housing loan interest rate mechanisms, eliminating the distinction between first and second home loans, and allowing for dynamic adjustments in existing loans [1][2][4]. Group 1: Policy Changes - Shenzhen banks, including ICBC and CCB, announced that they will no longer differentiate between first and second home loans for commercial personal housing loans [2][3]. - The specific interest rates for each customer will be determined based on the Shenzhen market interest rate pricing self-discipline mechanism, along with the bank's operational status and customer risk profile [2][3]. Group 2: Impact on Existing Loans - The new policy will benefit existing loan customers, particularly those with second home loans, as some may see a decrease in their interest rates [4][6]. - ICBC indicated that from September 12, eligible customers can apply for adjustments to their loan interest rates if their existing rates exceed the average new loan rates by 30 basis points [4][5][6]. Group 3: Industry Response - Other banks, such as SPDB and Shanghai Bank, have issued similar announcements regarding the adjustment of housing loan interest rates in line with the new policy [3][4]. - The response from banks may be slightly delayed due to the complexity of their credit systems, which require time for technical adjustments following sudden policy changes [3][6]. Group 4: Future Outlook - Industry insiders suggest that there may still be room for further reductions in housing loan interest rates in the future, considering various factors [7].

Core Insights - Xiaomi's air conditioning shipments exceeded 5.4 million units in Q2, with sales growth surpassing 50% for three consecutive quarters [1] - The company emphasizes that continuous innovation is essential to transform a "red ocean" market into a "blue ocean" [1] - In Q2, Xiaomi's revenue from smart home appliances grew by 66%, with air conditioning revenue increasing by 60% [1]

Core Insights - Oracle's stock price fell over 6% after reaching a record high, with analysts raising concerns about the company's reliance on a single client, OpenAI, for future growth [1][3] - Oracle reported a significant increase in remaining performance obligations (RPO) to $455 billion, a 359% year-over-year growth, with $317 billion added in the first quarter alone [1][2] - The company anticipates cloud infrastructure revenue to grow 14 times by 2030, driven by its competitive position in the AI computing market [1] Financial Performance - Oracle's first-quarter earnings report revealed a surge in future contract revenue, with a notable contract with OpenAI valued at $300 billion over five years, starting in 2027 [2][3] - The recent quarterly report indicated that nearly 95% of the new future contract revenue was attributed to the OpenAI deal [2] Market Reaction - Following the earnings announcement, Oracle's stock rose by 30% in after-hours trading and nearly 36% the following day, reaching a closing price of $328.33 [1] - However, after the concerns regarding customer concentration emerged, Oracle's stock price dropped to $307.86, a decrease of 6.23% [3][4] Analyst Concerns - Analysts expressed skepticism about Oracle's order backlog, highlighting risks related to customer concentration and the potential delay in revenue recognition [3] - Morgan Stanley estimated that only about 10% of the $455 billion RPO would be recognized as revenue within the next 12 months, raising questions about the sustainability of Oracle's growth [3]

9月10日，针对"高新万科中心"项目进展问题，智通财经通过福州市政务服务热线进行咨询，福州高新技术产业开发区自然资源和规划局回 应，"目前我区土储分中心已与该万科地块项目业主签订收储协议，将土地收回"。 同时，福州高新区官方表示，目前地块尚未有调整规划的计划。 万科福州150亩地块将被政府收储。 公开信息显示，该地块早在2013年便由万科摘得，至今已有12年，开发进程经历多次波折。2023年10月，福州高新区官方在回应市民咨询时曾提 及，企业已于2022年5月10日取得《建筑工程施工许可证（桩基）》，正在积极筹措资金中；2024年6月，官方表示，"万慧云谷"项目未进行退 地，仍由闽侯县万科汇开发有限公司负责开发建设，企业正在准备恢复动建事宜；直至同年8月，官方回应已对该公司下达《闲置土地调查通知 书》，开展闲置土地调查工作。 此次福州地块收储，在业内看来是万科推进存量资产盘活的又一动作。此前，万科已在广州、北京等地通过不同方式破解存量地块难题：2024年 12月，万科以28.8亿元摘得广州南站商务区3宗宅地，该地块源于2011年其与当地合作开发的南站项目，因轨道交通建设等原因导致部分留用地块 不具备开发条件， ...

凤凰网科技讯 9月12日，苹果公司宣布，原计划今晚开售的iPhone Air将暂缓发售。官方表示，"我们迫 不及待希望用户能够体验iPhone Air，目前正与监管机构紧密合作，力争尽快在中国推出。" 不过今晚8点（北京时间），iPhone 17系列三款新机——iPhone 17、iPhone 17 Pro 和 iPhone 17 Pro Max 仍将准时开启预购。而针对iPhone Air的具体发售时间，苹果称将在获得批准后"第一时间启动"。 ...