此外， 港股 挚达科技IPO上市首日开盘也大涨超183%，报190港元/股。 10月10日， 港股金叶国际集团IPO上市首日开盘大涨500%，报3港元/股。 | < w | 挚达科技(2650) | | | | --- | --- | --- | --- | | | 集合竞价 10-10 09:20:11 | | | | | 1 90 000 额 1.72亿 股本 5979万 市盈 "" | -47 | 万得 | | | | | 福口 | | | 123.080 183.92% 换 1.57% 市值 0.0亿 市净 | 215 | | | 分时 | 第昌 日K 周K 月K | 甲名 ○ | | | 晉加 | | 均价:183.683 盘口 成交 | | | 707.000 | | 956.49% 卖10 190.900 | -- (0) | | | | 卖9 190.800 | -- (0) | | | | 卖8 190.700 | -- (0) | | | | 卖 190.600 | -- (0) | | | | 卖6 190.500 | -- (0) | | 66.920 | | 0.000 3-5 19 ...

Market Overview - US stock indices closed lower on Thursday, with the Dow Jones Industrial Average recording its largest single-day drop in a month, down 243.36 points to 46358.42, a decline of 0.52% [1] - The S&P 500 index fell 18.61 points to 6735.11, down 0.28%, while the Nasdaq Composite dropped 18.75 points to 23024.63, a decrease of 0.08% [1] - Among the 11 sectors of the S&P 500, the materials sector saw the largest decline, while the consumer staples sector was the only one to rise [1] Earnings Season Insights - The upcoming earnings season is anticipated to show whether corporate profits can continue the stable growth seen in the past two quarters, with analysts expecting an 8.8% year-over-year increase in S&P 500 earnings for Q3, down from 13.8% in the previous quarter [2] - Major banks including JPMorgan Chase, Goldman Sachs, Citigroup, and Wells Fargo are set to report their earnings next week [2] Economic Indicators - The yield on the US 10-year Treasury rose by 1.7 basis points to 4.15%, while the 2-year Treasury yield increased by 1.3 basis points to 3.60% [3] - The futures market indicates a 94.6% probability of a 25 basis point rate cut by the Federal Reserve in October, as the job market may weaken further [2] Commodity Prices - International oil prices fell, with WTI crude oil futures down 1.66% to $61.51 per barrel, and Brent crude down 1.55% to $65.22 per barrel [3] - Gold prices also retreated, with spot gold down 1.62% to $3976.76 per ounce, and COMEX gold futures down 1.96% to $3990.9 per ounce [3] Corporate Developments - Delta Air Lines reported stronger-than-expected Q3 earnings and raised its guidance for the current quarter, resulting in a 4.3% increase in its stock price [2] - The Keator Group's partner noted that the market is adjusting due to a lack of new economic data and clear policy signals, which is a natural occurrence [2]

*三大股指全线下跌 *热门中概股普遍承压 *COMEX黄金期货失守4000美元关口 美国股市周四收盘走弱，投资者在缺乏新的经济数据和市场催化剂的情况下选择调整仓位。标普500指 数和纳斯达克指数自历史高位回落，道琼斯工业平均指数录得一个月来最大单日跌幅。 截至收盘，道琼斯工业平均指数下跌243.36点，报46358.42点，跌幅0.52%；标普500指数下跌18.61点， 收于6735.11点，跌幅0.28%；纳斯达克综合指数下跌18.75点，报23024.63点，跌幅0.08%。 标普500指数11个板块中，原材料板块跌幅居前，必需消费品板块是唯一上涨的板块。住房与住宅建筑 板块双双下跌逾2%，因利润率及需求前景承压。 大型科技股表现分化，苹果跌1.56%，谷歌A跌1.26%，微软和特斯拉至多下跌0.7%，亚马逊、英伟达与 Meta逆势上涨1.12%至2.18%。 中概股整体承压，纳斯达克中国金龙指数下跌2.01%，小鹏汽车和小马智行跌逾5%，蔚来、百度、理想 和阿里巴巴跌幅超过4%，晶科能源涨2.3%，哔哩哔哩上涨2.9%。 财富管理公司Keator Group合伙人马修·基特尔（Matthew Keat ...

2025.10.10 人工智能相关板块此前推动美股强劲上涨，但市场对估值过高及泡沫风险的担忧升温。有分析人士表 示，这一波由AI驱动的行情或进入技术性休整阶段。 与此同时，美国政府关门进入第九天，仍未出现实质性进展，导致部分经济数据暂缓发布。投资者将目 光转向美联储官员的最新表态，以研判年底前是否再度降息。纽约联储主席威廉姆斯在接受采访时表 示，考虑到就业市场可能进一步走弱，他支持年内继续降息。期货市场数据显示，美联储10月会议降息 25个基点的概率高达94.6%。 本文字数：1187，阅读时长大约2分钟 作者 |第一财经 胡弋杰 美国股市周四收盘走弱，投资者在缺乏新的经济数据和市场催化剂的情况下选择调整仓位。标普500指 数和纳斯达克指数自历史高位回落，道琼斯工业平均指数录得一个月来最大单日跌幅。 截至收盘，道琼斯工业平均指数下跌243.36点，报46358.42点，跌幅0.52%；标普500指数下跌18.61点， 收于6735.11点，跌幅0.28%；纳斯达克综合指数下跌18.75点，报23024.63点，跌幅0.08%。 标普500指数11个板块中，原材料板块跌幅居前，必需消费品板块是唯一上涨的板块。住 ...

2025.10.10 本文字数：194，阅读时长大约1分钟 10月9日晚，九颂基金发布公告称，公司近日收到公司实际控制人、执行董事管金生家属的通知，管金 生因突发疾病抢救无效，不幸于2025年10月7日与世长辞。 微信编辑| 七三 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。专 用邮箱：bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） ...

Core Points - The A-share market experienced a significant rise on the first trading day after the National Day holiday, with the Shanghai Composite Index surpassing 3900 points, reaching a ten-year high of 3936.58 points, and closing at 3933.97 points, marking the highest level since August 2015 [2][3] - Analysts indicate that this surge reflects enhanced market confidence, increased foreign capital allocation intentions, and signals of liquidity easing [2][3] Market Signals - The rise in the Shanghai Composite Index indicates an improvement in market sentiment and investor confidence [3] - Foreign capital inflow into the Chinese stock market reached a monthly high since November 2024, suggesting a growing global capital allocation interest in China [3] - The trading volume in the market increased significantly, with a total turnover of 2.65 trillion yuan, up by 471.8 billion yuan from the previous trading day [3] Sector Performance - Various sectors saw substantial gains, with the rare earth index and nuclear fusion index rising over 7%, and the non-ferrous metals sector leading with a 7.60% increase [4] - Over 3100 stocks rose, with many hitting the daily limit, particularly in the precious metals and non-ferrous metals sectors [4] Reasons for Market Surge - The market's rise is attributed to several factors, including heightened policy expectations related to the "14th Five-Year Plan" and the emphasis on capital market reforms by the China Securities Regulatory Commission [5] - The performance of the technology sector, particularly the semiconductor industry, and the strength of the precious and industrial metals sectors contributed to the market's upward momentum [5] - A favorable external environment, with global stock markets generally rising during the National Day holiday, also supported the A-share market [5] Future Market Outlook - Analysts predict that the A-share and Hong Kong markets may benefit from long-term policy layouts and a relatively loose liquidity environment in October [6] - The market is expected to continue its upward trend, with a focus on structural investment opportunities in technology growth sectors [6] - Recommendations for investment include sectors such as AI, energy storage, solid-state batteries, and precious metals [6][7]

10月9日，现货白银价格持续拉升，盘中历史首次突破50美元/盎司整数关口，刷新历史高位。今年以来 现货白银已累计上涨逾70%。 （头图由AI生成） | < W | | | 伦敦银现 | | | | | --- | --- | --- | --- | --- | --- | --- | | | | | SPTAGUSDOZ.IDC | | | | | 50.003 | | 昨结 | 48.842 | | 开盘 | 48.864 | | +1.160 | +2.38% | 总量(kg) | 0.00 | | 现手 | 0 | | 最高价 | 50.015 | 持 仓 | 0 | | 外 福 | 0 | | 最低价 | 48.425 | 豐 仓 | 0 | 内 | | 0 | | 书时 | 五日 | EK | 園K | 月K | 电子 | | | 叠加 | | | | | 盘口 | | | 50.015 | | | | 2.40% 卖1 | 50.048 | 0 | | | | | | | 21 50.003 20:30 50.003 | 0 0 | | | | | | | 20:30 49.996 | 0 | | ...

谷歌与诺奖的交集，让基础研究与应用研究的边界越发模糊，这为人们提供了一个新评价标准，也就是 说，基础研究的商业价值并非不可度量，科学的猜想与反驳、商业的价值发现，二者之间不再"违和"。 其实，谷歌连续获诺奖只是以一种更富话题性和冲击力的形式表达出了基础研究与应用研究边界的日渐 模糊，更早将两者边界打破的是马斯克，其基于物理学第一性原理的创业和企业运营信念，早已将基础 研究与应用研究、学术价值与商业价值有效交融，成为马斯克旗下公司开创商业价值的原力。 学术殿堂与商战从未如此靠近。 一年一度的诺奖评选产生的颠覆性已远超过学术圈，正在更广阔的领域展开一场解构与建构式行动。继 去年谷歌DeepMind首席执行官戴米斯?哈萨比斯（Demis Hassabis）和高级研究科学家约翰·M.詹珀 （John M. Jumper）荣获诺贝尔化学奖后，2025年诺贝尔物理学奖授予三位在量子力学领域做出开创性 贡献的物理学家，包括谷歌量子AI实验室的现任硬件首席科学家米歇尔·德沃雷特（Michel Devoret）， 及曾领导其硬件团队多年的约翰·马丁尼斯（John Martinis）。 谷歌连续两年在不同前沿领域获得诺奖，表明诺 ...

Market Overview - The Shanghai Composite Index has surpassed 3900 points for the first time in 10 years, indicating a warming trend in the A-share market and public fund issuance [2][6] - On October 9, the A-share market opened positively after the holiday, with a trading volume of 2.67 trillion yuan, marking the 36th consecutive trading day with over 2 trillion yuan in daily turnover [6] Fund Issuance Trends - There has been a significant increase in new fund issuances, with 53 funds currently in the market and 23 launched on the first trading day after the holiday [3][4] - The number of new funds issued in the first three quarters of this year has nearly doubled compared to the same period last year, with a 90% increase in total fundraising [5][6] Investment Strategies and Focus Areas - Analysts suggest focusing on sectors aligned with the "14th Five-Year Plan" and the upcoming third-quarter earnings reports, particularly in technology and growth sectors [2][8] - The market is expected to see a shift towards "solid income+" products, which balance returns in volatile markets, as fund managers are encouraged to actively invest in these areas [5][9] Performance of Specific Funds - Notable new funds include those managed by prominent fund managers, such as the Penghua Manufacturing Upgrade fund, which has shown a 111.79% return in the previous three quarters [4] - The upcoming Caizhong Quality Selection fund, managed by Jin Zicai, has also demonstrated strong performance, with returns exceeding 52% across his managed funds [4] Market Sentiment and Future Outlook - Market sentiment is optimistic, with expectations of continued upward movement despite potential volatility, supported by favorable global market trends and domestic policy directions [7][8] - The upcoming policy window and third-quarter earnings season are anticipated to provide new investment themes and opportunities for the market [8][9]

消费市场活力十足 这个假期，出行人次再创新高。交通运输部发布的数据显示，10月1日至8日，累计全社会跨区域人员流 动量预计达到24.32亿人次，创历史同期新高；日均3.04亿人次，同比（2024年国庆假期7天日均，下 同）增长6.2%。 交通运输部相关负责人表示，总体来看今年国庆中秋假期公众出行意愿较强。从出行规模看，全社会跨 区域人员流动量将超24亿人次，日均超3亿人次，创历史新高。旅游流、探亲流高位叠加，发达的综合 交通运输网络，有效保障了人民群众出行和交通物流高位运行，有力支撑了假日经济的火热。 刚刚过去的国庆中秋假期，各地消费市场亮点十足，假日经济活力持续释放。 文化和旅游部发布的数据显示，国庆中秋假日8天，全国国内出游8.88亿人次，较2024年国庆节假日7天 增加1.23亿人次；国内出游总花费8090.06亿元，较2024年国庆节假日7天增加1081.89亿元。全国举办超 2.9万场文旅活动，发放超4.8亿元消费补贴。 消费热度背后，是内需旺盛、市场信心增强的体现，也凸显经济持续向好的强劲动能。国家统计局新闻 发言人付凌晖日前表示，一揽子政策"组合拳"持续发力，促进了消费增长，带动市场销售规模扩大 ...