2、特朗普宣布对一系列家具及药品加征关税。美国总统特朗普：将从2025年10月1日起，对所有厨房橱柜、浴室梳妆台及相关产品征收50%的关 税;将对软垫家具征收30%关税;从2025年10月1日起，将对任何品牌或专利药品征收100%的关税;除非企业在美国建设制药厂，否则将加征关税;特 朗普还发文称，自10月1日起将对所有进口重型卡车加征25%关税。 3、商务部对六家美国企业采取管控和反制措施。商务部于发布公告，决定将亨廷顿·英格尔斯工业公司、扁平地球管理公司、全球维度公司等3 家美国实体列入出口管制管控名单，将萨罗尼克科技公司、爱尔康公司、国际海洋工程公司等3家美国企业列入不可靠实体清单。 美股方面，三大指数集体收跌，道指跌0.38%，纳指跌0.5%，标普500指数跌0.5%。 大型科技股多数下跌，甲骨文跌超5%，特斯拉跌超4%，Meta跌超1%;英特尔大涨近9%，苹果涨超1%。加密货币、减肥药概念股跌幅居前，Hut 8跌超7%，Circle跌超5%。稀土概念、贵金属涨幅居前。 纳斯达克金龙中国指数收涨0.42%。热门中概股多数上涨，小鹏涨5%，蔚来、哔哩哔哩和小米涨超4%，百度、理想、京东涨超1%，阿里跌 0 ...

Market Overview - Major US indices experienced declines, with the Dow Jones down 173.96 points (-0.38%) at 45947.32, Nasdaq down 113.16 points (-0.50%) at 22384.7, and S&P 500 down 33.25 points (-0.50%) at 6604.72 [2] Economic Developments - The US GDP for Q2 was revised to an annualized growth rate of 3.8%, exceeding expectations of 3.3%, driven by an increase in consumer spending from 1.6% to 2.5% [5] - The core PCE price index was revised to 2.6%, which is 0.1 percentage points higher than expected, indicating rising inflationary pressures [5] Corporate Actions - President Trump signed an executive order approving TikTok's continued operation in the US, with a valuation of $14 billion, involving a sale of its US operations to a new joint venture [8] - Oracle and Silver Lake Capital will be major investors in the new company, controlling approximately 45% of the shares, while ByteDance retains less than 20% [8] Legal and Regulatory Issues - Amazon reached a $2.5 billion settlement with the Federal Trade Commission over misleading Prime membership fees, which includes a $1 billion civil penalty and $1.5 billion in refunds to affected users [8] - SAP is under investigation by the European Commission for potential anti-competitive practices in the software support services market, which could lead to significant fines [9] - xAI, founded by Elon Musk, has filed a lawsuit against OpenAI for allegedly poaching employees and stealing trade secrets [8] Strategic Partnerships - Intel is in discussions with TSMC and Apple regarding investment and manufacturing collaborations, which have accelerated since the US government acquired a 10% stake in Intel [11]

消息上，中金公司研报表示，中国汽车电动智能变革基本完成，立足出口走向出海。我们预计2025年中 国汽车新能源渗透率突破50%，依托技术变革优势，中国自主品牌实现本土新能源市场份额的领先。该 行预计，2030年中国自主品牌车企有望实现全球近3000万辆的产量规模，并培育数家年产500万辆以上 的车企。 港股汽车股逆势拉升，其中，小鹏汽车盘中一度冲高超8%领衔，奇瑞上市第二日再涨超5%，蔚来汽车 涨近3%，零跑汽车、华晨中国涨超2%，北京汽车、理想汽车、广汽集团均涨超1.2%以上。 | 代码 | 名称 | 最新价 | 涨跌幅 ▽ | | --- | --- | --- | --- | | 09868 | 小鹏汽车-W | 91.150 | 5.44% | | 09973 | 奇瑞汽车 | 33.640 | 5.39% | | 01114 | 华晨中国 | 3.950 | 2.07% | | 09866 | 蔚来-SW | 57.800 | 1.94% | | 02238 | 广汽集团 | 3.320 | 1.53% | | 02473 | 喜相逢集团 | 12.460 | 1.47% | | 01958 | 北京 ...

Group 1 - The core viewpoint of the news highlights the continued rise of wind power stocks in the Hong Kong market, driven by positive electricity consumption data and supportive government policies for the energy sector [1] - On September 23, the National Energy Administration reported that electricity consumption in August exceeded 1 trillion kilowatt-hours for the second consecutive month, reaching 10154 billion kilowatt-hours, marking a 5.0% year-on-year increase [1] - The joint release of guidelines by four government departments emphasizes the need for high-quality development in the energy equipment industry, promoting self-sufficiency, high-end, intelligent, and green development [1] Group 2 - Specific stock performance includes: Ruifeng New Energy up nearly 7% to 0.800, China High-Speed Transmission up 6% to 1.750, Goldwind Technology up over 4% to 13.370, and Dongfang Electric up 4% to 16.350 [2] - Other notable increases include Longyuan Power up 2.5% to 7.930, Datang New Energy up nearly 2% to 2.670, and minor gains for Xintian Green Energy and Jingneng Clean Energy [2] - The market analysis suggests that the recent policy signals will inject strong momentum into the environmental and low-carbon development of the electricity industry, benefiting solar, wind, and other new energy equipment companies [1]

9月25日，赛力斯发布公告表示，已收到中国证监会出具的《关于赛力斯集团股份有限公司境外发行上市备案通知书》，其 中提及，公司拟发行不超过331,477,235股境外上市普通股并在香港联合交易所上市。 责任编辑：栎树 赛力斯(601127.SH)盘初拉升逼近涨停，报163.49元，创历史新高，市值超2600亿元。消息面上，赛力斯赴港上市按下加速 键，发行H股获中国证监会备案。 ...

Group 1 - The A-share market's copper concept stocks continue to strengthen, with Jingyi Co. achieving three consecutive trading limit increases, and other companies like Baiyin Nonferrous Metals, Jiangxi Copper, and Shengtun Mining also showing significant gains [1] - The China Nonferrous Metals Industry Association's Copper Branch firmly opposes "involution" competition within the copper smelting industry, indicating a push for more sustainable practices [1] - The Grasberg mine in Indonesia, the world's second-largest copper mine, has declared "force majeure" and ceased operations due to a landslide incident, impacting global copper supply [1]

Group 1 - Wind power stocks in Hong Kong continue to rise, with notable increases in shares such as Ruifeng New Energy up nearly 7%, China High-Speed Transmission up 6%, and Goldwind Technology and Dongfang Electric both up over 4% [1] - The National Energy Administration reported that total electricity consumption in August surpassed 1 trillion kilowatt-hours, reaching 10154 billion kilowatt-hours, marking a 5.0% year-on-year increase [1] - This marks the first time in China that electricity consumption has exceeded 1 trillion kilowatt-hours for two consecutive months, and it is also a global first [1] Group 2 - A joint guideline was released by the National Energy Administration, Ministry of Industry and Information Technology, State-owned Assets Supervision and Administration Commission, and State Administration for Market Regulation, emphasizing the need for high-quality development in the energy equipment sector [1] - The guideline aims to promote the self-controllability, high-end, intelligent, and green development of the energy equipment industry chain, supporting the construction of a new energy system [1] - Market analysis suggests that this policy signal injects strong momentum into the environmental and low-carbon development of the electricity industry, benefiting new energy equipment companies such as solar and wind power [1]

(责任编辑：宋政 HN002) 格隆汇9月26日｜A股开盘，三大指数集体低开，沪指低开0.35%，深证成指低开0.38%，创业板指低开 0.42%。盘面上，风电设备股盘初拉升，天能重工(300569)涨超15%，阳明智能涨超8%，中国设定第三 轮减排目标；油气开采及服务板块高开，中油工程(600339)涨超5%，准油股份涨超3%，隔夜WTI原油 突破65美元/桶；煤炭股局部活跃，大有能源(600403)涨停，平煤股份(601666)涨超5%，河南能源集团与 平煤神马集团将进行战略重组；光刻机板块回调，凯美特气(002549)跌超7%，联合化学、蓝英装备 (300293)跌超2%；制药板块盘初走低，迈威生物、荣昌生物跌超4%。(格隆汇) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

在创新药投资的淘金浪潮中，真正值得长期押注的，永远是那些能够定义赛道、并拥有清晰商业化路径的破局者。 当行业从概念炒作回归价值本质，一家聚焦肿瘤耐药这一核心难题的生物科技公司——应世生物（InxMed Limited），正悄然临近它的价值兑现时刻。 不同于仍停留在故事阶段的Biotech，应世生物已凭借其核心产品ifebemtinib的突破性临床数据，即将迎来商业化阶 段。随着港股18A通道的推进，这家企业不再只是一个研发平台，而是一位手握王牌、战略清晰、即将推开商业化大 门的实力玩家。 当肿瘤耐药治疗成为下一代创新药的主战场，应世生物如何凭借其FAK抑制剂平台构建护城河？它的上市又将为行业 带来怎样的新叙事？ 创新药政策春风，肿瘤耐药治疗迎黄金发展期 从创新药行业表现来看，应世生物正在迎来其赛道的黄金发展期。 首先，政策与资本形成双轮驱动，为本土创新药企创造有利环境。 近年来，鼓励真创新的政策接连出台：药品集采规则持续优化，商业健康险的创新药目录有望推出，医保局探索 的"新药首发价格机制"更赋予创新药自主定价空间。审评审批效率也在不断提升，为具有明确临床价值的创新药铺设 了快速通道。 资本市场同样提供有力支 ...

格隆汇9月26日｜港股市场药品股普跌，其中，康龙化成(300759)、恒瑞医药(600276)、百济神州跌超 3%，药明生物、泰格医药(300347)、康方生物等跌超2%。当地时间9月25日，美国总统特朗普宣布，自 10月1日起，美国将对多类进口产品实施新一轮高额关税，其中对任何品牌或专利的医药产品征收100% 的关税。 (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...