据凤凰卫视报道，尽管特朗普警告所有国际航班都要避开委内瑞拉空域，但往返于巴拿马和加拉加斯的 巴拿马当地航空公司并未理会，成为当日为数不多在委内瑞拉境内运营的外国航空公司。 此前，美国前总统特朗普已向国际航空运营商发出警告，要求其停止进入委内瑞拉领空，并宣称委内瑞 拉领空已全面关闭。对此，委内瑞拉政府作出强硬回应，明确表示美方此举构成对他国主权的侵犯。 （凤凰卫视曹劼、焦美俊、李墨客 加拉加斯报道） 记者现场观察到，一架从巴拿马起飞的民航客机已顺利降落在加拉加斯机场。该航班在飞行的一个多小 时内，受到了全球范围的高度关注，数以千计的人士实时追踪其动态，关注其能否顺利从巴拿马飞入加 拉加斯空域。 ...

中金公司：当前时点AI板块拥挤风险相对较低，长期依旧存在机会 中金公司指出，当前时点AI板块拥挤风险相对较低，长期依旧存在机会，但短期价值风格或存在相对 优势。AI板块拥挤度自9月末高点有所回落，当前AI板块拥挤度处于相对低位，AI投资价值仍在，长期 存在发展空间。但当前的风格轮动模型短期推荐价值风格，此外机构投资者在年末风险偏好降低，或倾 向于短期采用防守型策略。 中信证券：AI光互联大有可为 头部厂商优势显著 凤凰网财经讯 12月1日，A股三大指数开盘集体上涨，沪指涨0.14%，深成指涨0.42%，创业板指涨 0.26%。贵金属、影视传媒等板块指数涨幅居前。 机构观点 华泰证券：布局"春躁"中的高胜率方向 华泰证券认为，上周，随着12月美联储降息预期回升，A股缩量反弹。从ETF期权隐含波动率以及资金 面变化看，短期市场情绪有所修复。结构上，超跌修复是景气结构边际变化有限下的共识。展望看，12 月有望迎来基本面预期及宏观流动性改善、政策及产业主题催化以及筹码压力消化的先后落地，春季躁 动或提前启动。建议布局"春躁"中的高胜率方向，成长与周期均衡配置高性价比的细分方向。前者关注 航空装备以及AI链相关的储能和 ...

11月27日，第七届"空中丝绸之路"国际合作峰会在西安举行。南南合作金融中心总干事吴忠出席峰会，并与凤凰网 财经等媒体对话。 吴忠还表示，应对气候变化的农业技术推广已成为南南合作金融中心的重要工作内容。特别是食用菌技术的培训 与推广，旨在减少农业排放对气候变化的影响。南南合作金融中心将适应气候变化的绿色技术推广和应用作为实 际行动，而不仅仅停留在理念层面。 此外，吴忠总干事还提到，近年来，南南合作金融中心还在吉布提、尼日利亚、沙特、印度尼西亚等国推动建设 工业园区，并推动使用最新、最先进的绿色设备。这种高标准、绿色化的产能合作模式，展现了中国产能合作的 共赢本质。 吴忠表示，南南合作金融中心将继续坚持影响力投资理念，吴忠总干事认为这一理念比ESG更为前沿。因为影响力 投资是投资者和企业发自内心的主动选择，而不是外部要求。 帮助中国企业出海将成为南南合作金融中心未来五年的重点工作。南南合作金融中心将通过设立海外工业园区、 协调各国政策差异、提供金融服务支持三种方式，协助中国企业更好地走向国际市场。 中国企业出海面临的最大问题之一是缺乏金融服务支持。南南合作金融中心也将在这方面提供针对性帮助，解决 中国资本走出去 ...

国际货币基金组织（IMF）日前发布的数据显示，全球经济增速呈现放缓趋势，这对当前航空业的增长动能有所影响。他预计2025年航空客运量增幅将从 2024年的10.6%大幅放缓至5.8%。 11月27日，第七届"空中丝绸之路"国际合作峰会在西安举行。国际航协地区副总裁解兴权出席峰会并发言。 他指出，全球航空运输业在宏观经济压力与供应链持续紧张的逆风中前行，"空中丝绸之路"深入建设，为行业开辟出互利共赢的战略新空间。 "综合算来，由于生产速度缓慢预计将在2025年为航空业增加超过110亿美元的成本。这几项成本吞噬了全球民航业近三分之一的净利润，"解兴权表示，"当 前很多地区在扩建，修建新的候机楼和跑道，但是我很多时候还是在呼吁降温，要根据实际情况，及时听取航空公司的意见，实时调整自己的战略规划"。 尽管面临挑战，亚太地区依然是全球航空业长期增长的重要引擎。解兴权表示，根据数据预测，到2025年，全球一半的航空客运量将来于亚太；展望未来二 十年，这一比例更将攀升至百分之六十多，与地区庞大的人口和贸易量相匹配。 然而，他同时提醒，行业不应再期待过去的爆发式增长。"在最近的国际会议上，普遍观点是国际客运量可能已经达到阶段 ...

11月27日，第七届"空中丝绸之路"国际合作峰会在西安举行。西部机场集团(西安)商业发展有限公司董事长陈瑶出席峰会，并与凤凰网财经等媒体对话。 西部机场集团(西安)商业发展有限公司董事长陈瑶 机场的属性已经发生根本性变化。过去，机场的功能单一，主要负责旅客和货物的运输。而现在，西部机场集团正在将机场打造为多元功能集于一身的城市 新节点。 西部机场集团是全国第二大跨省区运作的大型机场集团，隶属于陕西省人民政府，负责咸阳、银川、西宁3个干线机场和陕、宁、青四省区18个支线机场的 建设和运营管理。集团2024年旅客量达到4703万人次，位列全国第11位。 在这一规模优势下，西部机场集团提出"机场变成航站服务综合体"的概念较早。他们希望旅客到达机场后，不只是简单的来了走了，而是要把机场的"流 量"变为"留量"。 业态规划创新：从旅客需求出发的商业布局 在具体的业态规划上，西部机场集团采用了差异化策略。每个机场因流程和客群不同，商业布局也会有所区别。 陈瑶表示，西安咸阳国际机场T5航站楼放弃了走传统综合体依靠高奢品牌撑起商业门面的道路。这是因为西安的旅客需求与其他机场不同，相反，西安机 场引入了许多新颖品牌，如火柴棍、 ...

11月26日至28日，第七届空中丝绸之路国际合作峰会（ASRIF）在古都西安成功举办。作为中国国际服务贸易交易会常态化论坛活动，本届峰会以"打造空 中丝路新枢纽 构建西部开放新高地"为主题，积极搭建高水平国际合作平台，全面赋能"空中丝绸之路"高质量发展。 会议期间，来自有关部委及地方政府和国内外行业组织、航空业界、金融机构、高校智库等方面的300余位嘉宾齐聚西安，围绕构建西北开放新格局、推进 智慧民航和文旅融合、促进临空经济和低空经济发展等核心议题深入交流，为新时代推动"一带一路"空中互联互通贡献智慧与方案。 本届峰会由全球服务贸易联盟指导，空中丝绸之路国际合作联盟、南南合作金融中心、中国航空学会、中国卫星导航定位协会联合主办，中国航空集团有限 公司、中国民航信息集团有限公司、西部机场集团有限公司、绿能慧充数字技术有限公司协办，中联部"一带一路"智库合作联盟、全国低空经济行业产教融 合共同体、甘肃省民航机场集团等单位支持，北京临空国际技术研究院独家承办。 多方共话空中丝路建设新路径 在开幕致辞与主旨发言环节，全国政协委员、国际民航组织前任秘书长柳芳，全球服务贸易联盟秘书长赵卫东，南南合作金融中心总干事吴忠，中 ...

Group 1: Market Overview - On November 28, US stock indices opened higher, with the Dow Jones up 0.16%, Nasdaq up 0.33%, and S&P 500 up 0.17% [1] - Google shares rose nearly 1% as CEO Sundar Pichai expressed hopes to send TPU to space by 2027 [1] - Oracle shares fell over 3% as multiple banks are negotiating to provide $38 billion in loans to Oracle and data center builder VANTAGE [1][2] - Storage stocks collectively increased, with SanDisk up over 4%, Micron Technology up 2.8%, and Western Digital up 2%, driven by a worsening global shortage of storage chips, with prices expected to rise by 50% [1] Group 2: Company News - Oracle and Vantage are in talks for a $38 billion loan to expand data centers for OpenAI [2] - Apple notified the EU Commission that its advertising and mapping services meet the thresholds of the Digital Markets Act, which could lead to it being designated as a gatekeeper [3] - MAN Truck & Bus, a subsidiary of Volkswagen, announced plans to cut 2,300 jobs in Germany, representing about 20% of its workforce, due to high energy and labor costs and competition from Asian rivals [4] - S&P Global completed the acquisition of With Intelligence for a total of $1.8 billion, led by a consortium of major investors [5] - Global DRAM sales surged by 30% quarter-on-quarter in Q3, with SK Hynix maintaining its position as the top seller for three consecutive quarters [6]

Core Viewpoint - The "Belt and Road" initiative serves as a dual strategic measure for China's internal and external development, aiming to reduce regional disparities and promote coordinated opening and development across the country [1]. Group 1: Economic Structure and Development - The past 300 years of global economic dominance by maritime economies have led to prosperity in China's coastal regions while leaving inland areas relatively underdeveloped [5]. - The "Belt and Road" initiative addresses this imbalance by promoting both maritime and land trade, thereby integrating Asia and Eurasia through a network of rail and road connections [6]. - The initiative is not only about external opening but also about fostering internal regional coordination and development [6]. Group 2: Infrastructure Development - Major airports in central and western China, including those in Zhengzhou, Xi'an, Chengdu, and Chongqing, have achieved significant infrastructure advancements, capable of handling between 50 million to 100 million passengers annually [7]. - These airports are positioned as regional hubs, contributing to urban economic growth and industrial clustering, particularly in high-value industries like integrated circuits and electronics [7]. Group 3: Trade and Economic Value - The development of service trade is crucial for China to become a trade powerhouse, with current service trade accounting for only 14% of total trade, compared to a global average of 25% [8]. - Service trade, particularly in aviation, generates significantly higher GDP value compared to goods trade, with $1 trillion in service trade yielding over $700 billion in GDP, while the same amount in goods trade only produces around $200 billion [9]. - The future development of the four major airports in central and western China should draw lessons from the successful airport cluster in the Guangdong-Hong Kong-Macao Greater Bay Area [9]. Group 4: Future Trade Dynamics - A significant shift in trade dynamics is anticipated, with projections indicating that in 20 years, half of the trade volume between Europe and Asia will be transported via inland rail or road, while the other half will continue to rely on maritime routes [11]. - This transformation is expected to stimulate the growth of inland trade, finance, and port economies, ultimately achieving a coordinated development pattern across China's regions [12].

11月28日，雷军发文称，小米汽车能耗表现也非常不错，大家可以仔细看一下。评测结果弱于特斯拉，也有一定 客观原因：小米SU7是C级车，车大配置高，车会重一些，能耗肯定会高。 当然，我们会继续向特斯拉学习，进一步优化能耗表现。 ...

Group 1 - The public relations battle between Hua Yu Hua and Luo Yonghao has intensified, with Hua Yu Hua's founder making bold statements and refusing to apologize [3] - Zong Fuli has officially stepped down as the chairman and general manager of Wahaha, with Xu Simin taking over the roles while Zong retains a 29.40% stake in the company [2] - Evergrande's liquidators have achieved a significant victory by freezing $220 million in assets belonging to Xu Jiayin's ex-wife, which aids in recovering debts owed to creditors [4] Group 2 - The conflict between former Hubei billionaire Lan Shili and Golden Dragon Fish has escalated, stemming from a video that led to a defamation lawsuit, resulting in a court ruling against Lan [5] - The sudden announcement of a company-wide shutdown at Mohe Technology, a subsidiary of Great Wall Motors, has raised concerns about potential dissolution, with employees left uncertain about their future [6][7] - Vanke's bonds have experienced a significant drop, with some bonds falling over 20%, leading to speculation about the reasons behind this decline, including potential information leaks regarding bond extensions [9] Group 3 - Mandi International has submitted its IPO application, revealing a dominant market position in the hair loss treatment sector with a 57% market share, but faces concerns over high marketing costs and product controversies [10] - Qingyue Technology is under investigation for suspected financial fraud, facing the risk of forced delisting, which has led to a significant drop in its stock price [11] - Major state-owned banks have collectively stopped offering five-year large-denomination time deposits, indicating a trend of withdrawal from long-term deposit products in the banking sector [12]