2025.09.16 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。） 抖音集团副总裁李亮9月15日发文称，过去一段时间，社交媒体平台出现了很多"字节离职员工"的帖 子，基本都是"月薪X万离开字节"这样的标题，再配上字节跳动的LOGO背景墙或者工卡照片。这些帖 子吸引了很多的流量，不知不觉似乎营造了一个社媒上的"字节离职赛道"。做了一些调查后发现，有很 多类似的帖子，实际上作者从未在字节工作，背后是一些培训机构在借大厂名义引流卖课。这当中，部 分机构反复发布此类虚假帖子，无奈之下，公司起诉了其中比较猖獗的一家，最近获得了法院的判决， 认定这些行为属于引人误解的虚假宣传、构成不正当竞争。也提醒广大网友们，注意对网上的信息加强 鉴别，你看到的"大厂离职""大厂内幕"不一定是真的。 微信编辑| 七三 本文字数：436，阅读时长大约1分钟 ...

Group 1 - Kaisa Group's stock surged over 35% in early trading on September 16, closing with a gain of 28.75% as all conditions for the restructuring of its offshore debt have been met and the restructuring plan is now fully effective [1][2] - Other Hong Kong property stocks also experienced a strong rally in early trading, with companies such as CIFI Holdings, R&F Properties, and Yuexiu Property seeing increases [1]

2025.09.16 本文字数：532，阅读时长大约1分钟 作者 |一财阿驴 09:32房地产板块盘初拉升，香江控股涨停，荣盛发展、首开股份、海泰发展跟涨。 09:27黄金概念股高开，上海建工3连板，北方铜业、西部黄金涨超5%，晓程科技、鹏欣资源、中金黄 金纷纷上涨。 09:26 A股开盘丨三大指数集体高开 上证指数涨0.14%，深成指涨0.09%，创业板指涨0.2%。贵金属、黄金、煤炭板块涨幅居前，养鸡、猪 肉、种业、互联网保险板块表现低迷。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 4 | 3865.98c | 5.48 | 0.14% | | 399001 | 深证成指 | M | 13017.58c | 11.80 | 0.09% | | 399006 | 创业板指 | M | 3072.30c | 6.12 | 0.20% | | 板块名称 | | 张幅▲ | 张速 | | --- | --- | --- | --- | | 1 | 其他电源设备 | -0.64% ...

9月16日，港股高开，恒指涨0.34%，恒生科技指数涨0.45%。宁德时代涨2.8%再创新高。汽车股多数走 高，理想汽车涨超3%，蔚来涨超2%，禾赛-W上市首日涨7.71%。 | < W | 宁德时代(3750) | | | | --- | --- | --- | --- | | 集合竞价 09-16 09:21:04 通 | | | | | 478.000 额 4962万 | 股本 45.62亿 市盈 33.4 | | 万得 | | | | 참 ■ | | | 13.000 2.80% 换 0.07% | | 市值1 17923亿 市净 6.74 | | | A股 356.11 +1.41 +0.40% | | 溢价(A/H) -18.40% | | | 分时 五日 日K | | 更多 ◎ 周Ｋ 目K | | | 叠加 | 均价:477.294 | | 盘口 成交 | | 480.800 | | | 3.40% 卖10 479.800 1900(9) | | | | | 变9 479.600 1000(2) | | | | | 卖8 479.400 100(1) | | | | | 卖7 479.200 8 ...

编辑 | 格蕾丝 纳指标普联袂创新高，黄金突破3700美元 周一美股全线上扬，中美在西班牙马德里举行经贸会谈，市场等待即将召开的美联储政策会议，马斯克 增持特斯拉推动股价上升，带动标普和纳指再创历史新高。 截至收盘， 道指涨49.23点，涨幅为0.11%，报45883.45点，纳指涨0.94%，报22348.75点，标普500指数 涨0.47%，报6615.31点，首次站上6600点关口。 市场概述 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。何立峰表示，中方维护自身正当权益的决心坚定不移，将坚决维护国家利益 和海外中资企业的合法权益。 对于TikTok问题，中方将依法依规开展技术出口审批。同时，中国政府充分尊重我海外企业意愿，支持 企业在符合市场原则基础上， ...

据报道，特朗普提名的美联储理事候选人斯蒂芬·米兰获得足够票数通过美国参议院提名投票，确认将 出任美联储理事。他将会参加9月16-17日的美联储会议。 ...

Core Viewpoint - The Chinese government is actively promoting measures to stimulate private investment, particularly in key sectors such as railways, nuclear power, and oil and gas pipelines, by setting minimum private investment share requirements for major projects [2][5]. Group 1: Current Investment Trends - From January to August, private fixed asset investment decreased by 2.3% year-on-year, primarily due to a significant decline in real estate investment [2]. - In contrast, private investment in infrastructure grew by 7.5% year-on-year during the same period, outpacing the overall infrastructure investment growth by 5.5 percentage points [2]. Group 2: Policy Initiatives - The State Council's recent meeting emphasized addressing key concerns of enterprises by implementing practical measures to enhance private investment [2]. - A new policy document aimed at further promoting private investment is being prepared, which will include minimum shareholding requirements for private capital in major projects [2][4]. Group 3: Legislative Support - The recently enacted Private Economy Promotion Law supports private economic organizations in participating in national strategic projects and encourages investment in emerging industries and infrastructure [3][4]. - The National Development and Reform Commission (NDRC) has introduced a project platform that has already recommended investment projects exceeding 10 trillion yuan to private capital [4]. Group 4: Financial Support and Investor Rights - The Private Economy Promotion Law also aims to establish a multi-tiered capital market system to facilitate direct financing for qualified private enterprises through stock and bond issuance [4]. - The NDRC has recommended 92 infrastructure REITs projects to the China Securities Regulatory Commission, with 70 projects already issued, raising a total of 179.4 billion yuan, which is expected to drive over 1 trillion yuan in new project investments [4][5]. - Ensuring investor rights and clarifying risk-sharing mechanisms are essential for attracting private capital to major projects, as these projects typically involve large investments and long payback periods [5].

Core Viewpoint - The Federal Reserve is expected to restart the interest rate cut process due to alarming signals from the U.S. job market, with significant attention on future easing paths amid internal pressures and the unclear impact of Trump's trade policies [2][3]. Economic Outlook Changes - Since August, both inflation and employment have been under pressure, with the Consumer Price Index (CPI) rising 2.9% year-on-year in August, the highest increase since January, and core CPI at 3.1%, significantly above the Fed's 2% target [3]. - Initial jobless claims reached their highest level since 2021, indicating delays in job placements, while the unemployment rate rose to 4.3% [3]. - The IMF noted signs of pressure on the U.S. economy, including slowing domestic demand and decelerating job growth, with potential inflation risks stemming from tariffs imposed by the Trump administration [3][4]. Policy Outlook - The FOMC is expected to reassess its economic and federal funds rate outlook, with Wall Street anticipating a slight downward adjustment in the 2025 economic growth forecast and a stable inflation prediction [4]. - Wells Fargo predicts a reduction in the median interest rate forecast for 2025 from a 50 basis point cut to a 75 basis point cut, with a further reduction for 2026 [5]. - The updated "dot plot" will help determine whether the FOMC members favor "quarterly cuts" or "continuous cuts," with a terminal policy rate expected to be between 3.00%-3.25% by the end of 2026 [5]. Interest Rate Expectations - The market widely anticipates a 25 basis point rate cut, lowering the federal funds rate to a range of 4.00%-4.25% [6]. - There are indications of potential dissent within the Fed, with some members concerned about rising inflation while others focus on preventing a possible recession [6]. - The futures market shows an 80% probability of a rate cut in October, with expectations for cuts in September, October, and December [6][7]. Future Rate Cut Signals - Analysts suggest that Powell may signal three rate cuts of 25 basis points each in September, October, and December to mitigate risks in the job market [7]. - However, there remains uncertainty regarding future policy directions, which will depend on upcoming inflation and employment data [7].

本文字数：1643，阅读时长大约3分钟 作者 |第一财经 樊志菁 周一美股全线上扬，中美在西班牙马德里举行经贸会谈，市场等待即将召开的美联储政策会议，马斯克 增持特斯拉推动股价上升，带动标普和纳指再创历史新高。 截至收盘， 道指涨49.23点，涨幅为0.11%，报45883.45点，纳指涨0.94%，报22348.75点，标普500指数 涨0.47%，报6615.31点，首次站上6600点关口。 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。何立峰表示，中方维护自身正当权益的决心坚定不移，将坚决维护国家利益 和海外中资企业的合法权益。 对于TikTok问题，中方将依法依规开展技术出口审批。同时，中国政府充分尊重我海外企业意愿，支持 企业在符合市场原则基础上，与合 ...

2025.09.15 本文字数：2995，阅读时长大约5分钟 作者 |第一财经 揭书宜 乐琰 罗永浩与西贝之间的"预制菜大战"还未结束，9月14日晚间，因为西贝创始人贾国龙在某个行业群内的 表态截图流出，还称罗永浩为"网络黑嘴"。于是，罗永浩表示："贾国龙，那这件事我们没法揭过去 了。在中间再劝我的朋友，我们一律绝交吧。" 9月15日，西贝发布致歉信称，深刻意识到西贝的生产工艺与顾客的期望有较大差异，没有满足广大顾 客的需求与期待。将尽可能把中央厨房前置加工工艺调整到门店现场加工。 然而罗永浩并不买账，甚至对于胖东来创始人于东来对西贝事件的发文，罗永浩称："于总，您一直都 是我非常尊敬的企业家，希望您弄清真相之前，千万不要被损友误导，搅这个浑水，连累了您的名声。 这几天的事件发酵，大家都看出来了，现在这个世界如果真有一个人想毁了西贝，那就是贾总本人。" 之后，罗永浩又发文称，决定放弃进一步追究西贝。 预制菜真的如此不堪吗？ 参观西贝厨房需持健康证 0:00 第一财经记者9月14日晚间来到数家西贝餐厅亲测，在晚餐时间看到店内客人不多，店员告诉第一财经 记者，受预制菜风波影响，近期的客人明显减少。当记者提出要参观 ...