*美股三大股指齐跌，标普500七连涨终结 *甲骨文盘中跌超7%，芯片股普遍下挫 *黄金期货价格首破4000美元 受权重科技股下跌拖累，周二（7日）美股三大股指全线下挫，投资者对人工智能的盈利前景有所担 忧。截至收盘，道指跌91.99点，跌幅0.20%，报46602.98点；纳指跌153.30点，跌幅0.67%，报22788.36 点；标普500指数跌25.69点，跌幅0.38%，报6714.59点。 市场概况 美国软件巨头甲骨文股价收跌2.52%。据报道，甲骨文的云业务利润率远低于分析师的预期，并且在部 分英伟达芯片租赁交易中出现亏损。甲骨文盘中一度跌超7%。 受此拖累，芯片股大幅下跌。费城半导体指数收跌2.06%，台积电跌2.77%，美光科技跌2.76%。 日内科技股普遍走弱。特斯拉跌4.45%，此前特斯拉发布了更实惠版本的Model Y SUV 和 Model 3轿 车，许多投资者原本希望能听到关于其他新产品的消息，例如马斯克（Elon Musk）一直承诺的下一代 Roadster。 此外，谷歌跌1.86%，微软跌0.87%，Meta跌0.36%，英伟达跌0.35%，苹果跌0.08%。 美国资管机构Ame ...

2025年上半年，全球商品贸易超出预期，这得益于人工智能（AI）相关产品支出的增加、关税上调前 北美进口激增以及世界其他地区贸易的强劲增长。 7日，世贸组织（WTO）更新其《全球贸易展望与统计报告》，在其中将2025年商品贸易增长预测上调 至2.4%。 然而，WTO将2026年的预测大幅下调至0.5%。此外，全球服务出口增速预计将从2024年的6.8%放缓至 2025年的4.6%和2026年的4.4%。 WTO总干事伊维拉表示："各方对关税变化的审慎应对、AI的增长潜力以及世界其他地区（尤其是新兴 经济体）之间贸易的增长，有助于缓解2025年的贸易逆差。" 她并表示，2025年上半年，南南贸易额同比增长8%，而同期全球贸易总额仅为6%。 2025年上半年增长动力:AI WTO表示，2025年上半年，以进出口平均值衡量的世界商品贸易额同比增长4.9%。以当前美元计算， 继2024年增长2%之后，2025年上半年的世界商品贸易额同比增长6%。 WTO认为，上半年贸易增长的动力包括北美进口的先期投入以及通货紧缩、支持性财政政策和新兴市 场强劲增长等有利的宏观经济条件。 包括采购经理人指数 (PMI) 和国家统计数据 ...

现货黄金站上3980美元/盎司，创历史新高。 ...

2025.10.07 NO.1 首开股份 181.20% 首开股份本轮股价异动启动于9月3日，市场的高度关注，似乎源于首开股份与宇树科技之间的间接关 联。宇树科技9月2日在社交媒体平台上发帖称，根据计划，预计将在10月至12月向证券交易所提交IPO 申请。消息瞬间点燃市场热情，9月3日，首开股份涨停，9月份共录得12个涨停板。 不过，9月12日，首开股份发布澄清公告称，公司通过控股子公司盈信公司间接投资金石成长基金，而 该基金持有宇树科技4.7683%股权。经层层穿透计算，盈信公司实际间接持有宇树科技的股权比例仅约 0.3%，持股比例很低，且仅为财务性投资，对基金决策运作无控制力和影响力。 资料显示，首开股份2001年3月在上交所挂牌上市，主营业务是房地产开发、物业经营、城市更新等创 新业务、房地产金融等。2025年上半年，首开股份营业收入约180.39亿元，同比增长105.19%；归属于 上市公司股东的净亏损约18.39亿元。 本文字数：1447，阅读时长大约2分钟 作者 |第一财经 张瑜 9月A股主要指数整体震荡走高，截至9月30日收盘，沪指月内累计涨0.64%，深证成指累涨6.54%，创业 板指累计涨1 ...

10月6日，又逢中秋。在冠生园110周年活动仪式上，大白兔焕新IP形象发布，国内知名女演员李沁官宣 成为"国民奶糖"大白兔的品牌新任代言人。一系列举动背后，是冠生园这一老字号品牌全力强化年轻 化、高端化的战略转向。这棵110年且根深叶茂的大树，正通过旗下最具活力的品牌枝桠，焕发勃勃生 机。 故事的开端，肇始于1915年，冠生园在上海老城厢九亩地露香园路（今上海黄浦区大境路）诞生，从出 售牛肉干、陈皮梅等小食开始，不断发展壮大。 时至今日，冠生园早已成为上海乃至中国食品行业的一块金字招牌，也成就了一代代人的国民记忆。穿 越了110年的厚重历史与文化底蕴，以及瞬息万变的市场与消费生态变迁后，在这一轮新消费浪潮中， 冠生园依然挺立潮头，与时代共舞。 诞生于1923年的佛手味精，于1926年、1030年、1933年分别参加美国费城世博会、比利时列日世博会、 美国芝加哥世博会，三次荣获奖项，创造了中国在世博会历史上的一个奇迹。 1934年，冼冠生包下了大世界的一个楼面举办"冠生园月饼展览会"，开幕那天，请来当时红极一时的影 星胡蝶为展销会剪彩。胡蝶与大月饼模型的照片，被制作成精美的宣传画贴满上海的大街小巷，上 书"唯中 ...

Core Insights - OpenAI has shifted its focus from technology iteration to product development and ecosystem building, indicating a competitive landscape for AI operating systems [2][6] - The recent developer conference showcased four main areas: the upgrade of ChatGPT to a "super app," the introduction of the AgentKit toolkit for developers, the comprehensive opening of the Codex programming tool, and significant API upgrades including access to models like GPT-5 Pro and Sora 2 [2][4] Group 1: ChatGPT and Third-Party Integration - Users can now directly invoke third-party applications within ChatGPT, enhancing user experience by eliminating the need to switch between apps [3] - Demonstrations included ChatGPT using Canva to create promotional materials and recommending relevant apps like Zillow for real estate searches [3] Group 2: Developer Tools and Ecosystem - OpenAI introduced the Apps SDK, allowing developers to create interactive applications within ChatGPT, with plans for an "application monetization" policy to be announced soon [4] - The AgentKit toolkit was launched to provide developers with a comprehensive set of tools for building AI agents, further expanding the ChatGPT application ecosystem [4] Group 3: Programming and API Enhancements - The Codex programming tool has seen a tenfold increase in daily active users since August, with GPT-5 Codex processing over 40 trillion tokens within three weeks of its release [5] - OpenAI's API updates include the release of the powerful GPT-5 Pro model and a new cost-effective voice model, GPT Real-time mini, which is 70% cheaper than previous versions [5] Group 4: Market Reception and Future Outlook - Reactions to OpenAI's new features are mixed, with some praising its forward-thinking approach while others express concerns about the pace of commercialization and the viability of the AI operating system concept [6]

Core Insights - Tesla is set to launch a new vehicle on October 7, as indicated by recent promotional videos [2] - The upcoming model is speculated to be a simplified version of the Model Y, rather than the previously anticipated $25,000 electric vehicle [2][3] - The new Model Y will feature reduced specifications and materials to lower costs, including changes to exterior design and interior materials [3] Vehicle Specifications - The simplified Model Y will have a more basic front and rear design, removing certain features like the glass sunroof and upgraded wheel designs [3] - Interior changes include the use of more economical materials, reduced lighting systems, and a downgraded audio system [3] - The vehicle is expected to maintain rear-wheel drive but will use a smaller lithium iron phosphate battery, with an estimated range of 250 to 300 miles (400 to 485 kilometers) [3] Pricing Expectations - Market expectations for the simplified Model Y's price range from $30,000 to $35,000 (approximately 210,000 to 250,000 RMB), compared to the current entry price of the Model Y at 263,500 RMB [4] - The pricing strategy reflects the significant reduction in features and specifications compared to the existing Model Y [4] Production and Delivery Performance - In Q3 2023, Tesla produced approximately 447,000 electric vehicles and delivered 497,000, marking a year-on-year growth of 7.4% [4] - The increase in deliveries is attributed to demand in the Chinese market and the preemptive release of orders before the expiration of electric vehicle purchase tax exemptions [4] - Tesla's sales in China reached 169,200 units in Q3, a 31% increase from the previous quarter, achieving a new high for the year [4]

Core Points - The incident involved a well-known car reviewer, Chen Zhen, who expressed his commitment to cover all necessary compensation for the victims of a traffic accident involving a Didi ride-hailing vehicle [2][3] - Chen Zhen confirmed that all Didi ride-hailing vehicles have passenger insurance, providing a double insurance for the injured parties regarding medical expenses and vehicle damage [2][3] - Chen Zhen reached out to the family of the injured party to apologize and discuss the situation, indicating a willingness to cooperate with authorities for further resolution [2][3] Incident Details - The accident occurred on October 3, 2023, at the intersection of Zhugezhang Road and Wanshou Road in Haidian District, Beijing, involving Chen Zhen's vehicle and another car [7] - Initial reports indicated that both drivers were not under the influence of drugs or alcohol, and Chen Zhen was found to be fully responsible for the accident [7] - A subsequent statement from the family of the other party involved highlighted their need for support due to multiple injuries and dependents, which Chen Zhen acknowledged by sharing their message on social media [5][7]

消息面上， 摩根大通 将 宁德时代 港股评级由"增持"下调至"中性"，称当前估值较为合理；同时将目标 价上调13%至600港元。分析师在报告中写道，持有已发行港股近50%的基石投资者的禁售期将于11月 19日届满，或将带来一定抛压并形成技术性价格上方压力。新的目标价基于对2026年盈利预测给予30倍 市盈率。 10月6日，港股宁德时代 (03750)低开逾4%，截至发稿，跌2.70%，报594港元，成交额2亿港元。 ...

| | | 周一早盘，伦敦现货黄金本周开局维系强势，升破3900美元/盎司关口，盘中最高触及3920.77美元/盎 司，再度站上历史新高点。距离首次突破3800美元/盎司关口仅不到10天。 日经225指数高开，首次站上47000点，随后延续涨势，日内涨超4%，报47685.93点；日本东证指数涨 超3%，报3224.27点。日经225指数、日本东证指数均创历史新高。 日元对美元汇率开盘跳水，报149.522，随后延续弱势。据上海证券报，日前当选日本自民党首位女总 裁的高市早苗支持宽松的财政和货币政策，外界认为其上台或加剧对债券供应增加的担忧，同时降低了 对日本央行本月加息的预期。 ...