Group 1: Industry News - China has requested to terminate orders for NVIDIA RTX Pro 6000D chips, indicating a potential shift in trade relations and technology cooperation [1] - During the "14th Five-Year Plan" period, China's technological innovation capabilities have steadily improved, with the "three new" economy accounting for 18% of GDP and over 500,000 high-tech enterprises established [1] Group 2: Company News - Ganfeng Lithium has achieved full production capacity for its energy storage battery cells, establishing long-term stable supply partnerships with leading industry players [2] - Shanghai Stock Exchange has implemented self-regulatory measures against investors involved in abnormal trading of Tianpu Co., highlighting the importance of compliance in trading activities [3] - Hongchang Technology's investment in a humanoid robot company has resulted in a small order scale due to limitations in downstream customer production and testing progress [3] - Changying Precision has clarified that it has no equity relationship with Yushu Technology, addressing market speculation [4] - Jinfeng Technology holds a minimal indirect stake of 0.32% in Yushu Technology, emphasizing its normal business operations [5] - XianDao Intelligent has successfully provided sodium-ion battery manufacturing solutions to leading domestic and international clients [6] - Shiyun Circuit's new generation PCB product is expected to start production in mid-2026, with potential supply to Tesla [6] - Dekeli has received overseas sample orders for its silicon-based OCS products but has not yet secured bulk orders from major overseas manufacturers [7] - Yunnan Tourism's subsidiary is in the early stages of a strategic partnership with Zhejiang Humanoid Robot Innovation Center, focusing on technology development in the tourism sector [8] - Fulian Precision has signed a 1.5 billion yuan prepayment agreement with CATL to secure lithium iron phosphate supply, enhancing their strategic cooperation [9] - Yongxin Optical has clarified that its optical components related to lithography machines contribute a minor portion to its revenue, accounting for less than 1% [10] - Capital Online's major shareholders plan to transfer 5.02% of the company's shares to Tianyang Technology at a price of 17.6 yuan per share [10] - Feilo Acoustics has no plans to enter the lithography machine sector or engage in significant asset restructuring [10] - Lihexing is in the early preparation stage for a project focused on semiconductor equipment precision components, which will not significantly impact its financial performance in the short term [10] - Wolong Electric Drive reported that its robot-related products account for approximately 2.71% of total revenue, indicating a low impact on overall performance [10] - Fengshan Group has signed a technical development contract with Tsinghua University to collaborate on sodium-ion battery electrolyte projects, with a total contract value of 2 million yuan [11] - Demingli expects storage prices to maintain an upward trend in Q4, with its SATA SSD and new self-developed SD6.0 main control chips achieving mass sales [11]

男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 美国续请失业金数据出现大乌龙，一州数据被低估近2万人 英国央行按兵不动，行长贝利仍认为会继续降息 特朗普：如果我们把油价降下来，俄乌冲突就结束了 特朗普反对英国承认巴勒斯坦国 英伟达以50亿美元入股英特尔，并达成芯片合作 科技部部长："十五五"时期，将加强原创性引领性科技攻关 媒体：生猪产能调控超预期，明确头部企业要带头减产 香港警方：价值5000万港元失窃黄金全数追回 市场盘点 周四，美国公布的初请失业金人数创下近四年来的最大降幅，扭转了前一周的大幅增长（注：数据公布数小时后，消息称北卡罗来纳州的续请数据被错误地 大幅低估逾1.9万人，劳工部一名发言人表示仍在调查此事）。美元指数收复97关口，最终收涨0.35%，报97.36。基准的10年期美债收益率收报4.1080%，对 美联储政策利率敏感的2年期美债收益率收报3.5740%。 受利空的初请数据影响，现货黄金最多跳水逾40美元，最终收跌0.41%，收报3643.75美元/盎司；现货白银在下跌后回升，几乎收复失 ...

Core Insights - The number of initial jobless claims in the U.S. saw a significant decline last week, marking the largest drop in nearly four years, which contrasts with the previous week's unusual spike and aligns with lower layoff levels in the economy [1] - The total number of continuing claims for unemployment benefits remains above the critical threshold of 1.9 million, indicating ongoing challenges in the labor market despite the recent decline in initial claims [1] Group 1 - Initial jobless claims decreased by 33,000 to 231,000 for the week ending September 13, which is consistent with levels seen earlier this year and close to pre-pandemic trends [1] - The previous week's surge in initial claims was attributed to volatility around Labor Day and was particularly pronounced in Texas, where officials linked it to fraudulent attempts [1] - The overall decline in initial claims suggests that companies are still retaining employees despite an uncertain economic environment, although signs of labor market weakness persist [1] Group 2 - The four-week moving average of initial jobless claims remained relatively stable at 240,000, indicating minimal change in the underlying trend [2] - The unadjusted initial jobless claims also fell by over 10,000 last week, with Texas accounting for about half of this decline, alongside significant decreases in Connecticut and Michigan [2] - The report challenges theories regarding a sudden surge in layoffs and diminishes calls for more aggressive interest rate cuts from the Federal Reserve [2]

Core Viewpoint - The White House National Economic Council Director, Hassett, expressed support for the Federal Reserve's decision to cut interest rates by 25 basis points, despite pressure from President Trump and allies for a more aggressive approach [1][2] Group 1: Federal Reserve's Decision - Hassett acknowledged that both the current administration and new Fed Governor Milan have been advocating for larger rate cuts, with Milan previously pushing for a 50 basis point reduction [1] - The Federal Open Market Committee voted 11 to 1 against the 50 basis point cut proposed by Milan, indicating a consensus for the 25 basis point reduction [1] - Hassett emphasized that a gradual approach to rate cuts, while monitoring data changes, is prudent policy [1] Group 2: Economic Context - Hassett noted that the U.S. economy grew strongly in the third quarter, exceeding 3%, which typically does not support rate cuts, especially with inflation above the Fed's 2% target [2] - Trump has previously criticized the Fed and suggested a need for a 3 percentage point reduction in the federal funds rate to support the struggling U.S. housing market and manage national debt financing costs [2] - Hassett described the decision to implement a gradual rate cut as appropriate, considering various economic variables [2]

尽管部分投资者认为美联储9月决议释放的鸽派信号弱于预期，但美股投资者似乎已准备好抓住周三的 小幅回调机会。 这一反弹动力部分源于市场对美联储主席鲍威尔"降息25个基点属于风险管理"言论的重新解读。尽管有 人将其视为"预防性降息且后续降息空间有限"的信号，但高盛等机构反驳称，鲍威尔的表态实际上暗示 了10月降息的必然性。 摩根大通交易团队在当日分析中旗帜鲜明地建议投资者"逢低买入"，并预测美股可能迎来"爆炸性上 涨"时刻。 以安德鲁·泰勒（Andrew Tyler）为首的团队指出，美联储此次降息符合其"鸽派降息"预期，且仍预计年 内再降息两次。"这些预防性降息为多头提供了支撑，尤其是在周二零售销售数据超预期的背景下"，他 们在报告中强调。 经济数据与盈利周期的双重驱动 泰勒团队将未来股市上涨的核心动力锚定在两大关键数据上：10月3日公布的9月非农就业报告，以及10 月15日发布的当月通胀数据。 AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 若就业数据在连续两月疲软后反弹，且通胀"保持可控"，叠加三季度财报季（主要集中在10月第三周） 的强劲表现，美股可能迎来"突破性行情"。"对于那些期待年底标普50 ...

Core Insights - Switzerland's gold exports to the U.S. experienced a historic drop in August due to a temporary tariff decision by the U.S. government, leading to market panic [1][4] - The U.S. imposed tariffs on 1-kilogram and 100-ounce gold bars, causing Swiss gold exports to plummet from over 30 tons in July to just 0.3 tons in August, a 99% decrease [1][4] - The overall Swiss exports to the U.S. fell by 22% month-on-month, with gold exports dragging down the total performance [4] Export Dynamics - The tariff decision resulted in a significant decline in Swiss gold exports, with total gold exports decreasing by 19% to less than 105 tons in August [4] - In contrast, gold exports to China surged more than twofold to 35 tons, indicating a rapid adjustment in supply chains [4] Supply Chain Vulnerability - The incident highlighted the fragility of the global gold supply chain, as Swiss refineries play a crucial role in converting European gold into U.S. standard products [4] - The disruption in Swiss gold exports not only increased procurement costs in the U.S. but also raised concerns about potential short squeezes in the COMEX market [4] Government Response - Although the Trump administration eventually exempted gold bars from tariffs, the Swiss government initiated contingency plans, including proposals to establish refining facilities in the U.S. to balance trade flows [5]

Core Viewpoint - Nvidia has agreed to invest $5 billion in Intel, aiming to support the struggling competitor while both companies will collaborate on chip development for PCs and data centers [2][3]. Investment Details - Nvidia will purchase Intel common stock at $23.28 per share, making it one of Intel's largest shareholders with a stake of less than 5% [3]. - Intel's market capitalization was $116 billion as of the last close, while Nvidia's market cap exceeds $4 trillion [3]. Strategic Collaboration - The partnership will integrate Nvidia's graphics technology into Intel's upcoming PC chips and provide processors for Nvidia's data center products [2][4]. - Nvidia's CEO emphasized the historical significance of this collaboration, merging Nvidia's AI and accelerated computing systems with Intel's CPU and x86 ecosystem [4]. Market Dynamics - Intel's reliance on Nvidia's technology highlights a shift in the computing industry, where Intel, once a dominant player, now seeks support from its former rival [3][5]. - The collaboration aims to enhance Intel's competitiveness against AMD in the desktop and laptop markets [4]. Financial Context - The investment follows a previous $2 billion injection from SoftBank into Intel, indicating growing capital reserves for the company [3]. - Nvidia's sales are projected to reach approximately $200 billion this year, with its data center division surpassing the total sales of any other chip company [6]. Industry Positioning - Intel has lagged in AI-specific computing investments, exacerbating its challenges due to manufacturing technology delays [6]. - The partnership reflects Intel's shift towards a more open strategy under its new leadership, seeking collaboration and opening its factories to competitors [6].

弱势日元会给出口带来提振，但它一直是决策者们担忧的源头，因为它会抬高进口成本，并且是导致通 胀远高于日本央行2%目标的一个因素。 下田知行说，美元兑日元汇率升破150，也可能引来美国政府的抱怨，后者正推行一项能提振美国出口 的弱势美元政策。 他说，如果股价保持坚挺，并且定于10月1日公布的"短观"商业景气调查没有大幅恶化，日本央行很可 能会在其10月29-30日的会议上加息。 AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 前日本央行官员下田知行周四表示，即使支持激进货币宽松政策的高市早苗赢得执政党党首竞选并成为 下一任首相，日本央行也可能在10月加息。 高市早苗目前被视为10月4日自民党总裁竞选的领跑者，其因公开反对日本央行的加息以及呼吁加大支 出以重振日本经济而备受瞩目。 她可能成为日本下一任首相的前景，已导致一些市场参与者买入日元和日本国债，认为这可能会阻碍日 本央行加息。 但曾在日本央行货币事务部门任职的下田知行预计党首竞选，包括高市早苗可能获胜的结果，对货币政 策的影响有限。下田知行在接受采访时说，"虽然她可能会主张增加财政支出，但我怀疑高市早苗能否 推行可能削弱日元的政策。" 日本央行去 ...

Core Viewpoint - The Bank of England maintained its policy interest rate at 4.00%, aligning with market expectations, while reducing its quantitative tightening pace from £100 billion to £70 billion [1][3] Group 1: Monetary Policy Decisions - The decision to keep the interest rate unchanged was supported by 7 members, while 2 members voted for a rate cut [1] - The Bank of England warned that future rate cuts will be "gradual and cautious," depending on the easing of underlying inflationary pressures [3] - The central bank's latest decision contrasts sharply with the Federal Reserve, which announced rate cuts earlier [5] Group 2: Inflation and Economic Outlook - Current inflation in the UK is nearly double the Bank of England's target of 2%, with expectations that inflation will rise to 4% this month [5][6] - The Bank of England noted that progress in alleviating wage pressures has outpaced that of price pressures, but recent inflation increases could create greater pressure on both fronts [4] - The UK economy is performing better than expected, with GDP growth forecast for Q3 revised up from 0.3% to 0.4% [6]

Group 1 - Fitch indicates that the Federal Reserve is fully supporting the labor market and will tolerate higher inflation in the short term, with a decisive rate cut cycle expected in 2025 [1] - Goldman Sachs maintains an overweight rating on A-shares and H-shares, suggesting that the "slow bull" market for A-shares appears more stable than before, with a focus on themes like private enterprises and artificial intelligence [1] - KPMG warns that extending current Federal Reserve policies into next year could lead to excessive stimulus, potentially creating a self-fulfilling prophecy of higher inflation expectations among consumers and businesses [1] Group 2 - BlackRock states that the prospects for Federal Reserve rate cuts may depend on the continued weakness of the labor market, with future policy actions likely to be data-dependent [2] - Mitsubishi UFJ notes that the Federal Reserve is not in a rate-cutting sprint mode, but has restarted the rate-cutting process due to weaker-than-expected labor market conditions [2] - Nomura has adjusted its expectations for the Federal Reserve, predicting a 25 basis point cut in October and subsequent cuts at each remaining meeting this year [3] Group 3 - Deutsche Bank raises its gold price forecast for next year to $4,000 per ounce, citing favorable foreign exchange and interest rate environments [4] - ING reports that the latest UK inflation data does not significantly alter the probability of further rate cuts by the Bank of England later this year [5][6] - Rabobank anticipates that European natural gas prices will stabilize at high levels starting in the second quarter of next year due to new liquefied natural gas capacity coming online [6] Group 4 - Bank of America survey reveals that 59% of European investors view the weakness of the US labor market as the biggest risk to global economic growth [7] - CICC reports that the Federal Reserve's dot plot indicates two more rate cuts this year, but there is significant divergence among committee members regarding the timing and extent of these cuts [8] - CICC also expects the Federal Reserve to cut rates again in October, but warns that the threshold for future cuts will become increasingly high due to rising inflation [9] Group 5 - Huatai Securities raises its forecast for the number of Federal Reserve rate cuts this year from two to three, anticipating cuts in October and December [10] - CITIC Securities predicts that the Federal Reserve may cumulatively cut rates by 50 basis points this year, with the policy rate expected to be between 3.5% and 3.75% by year-end [11] - CITIC Securities also suggests that the dollar may remain weak during this rate-cutting cycle, while gold is expected to perform well [12] Group 6 - Zheshang Securities highlights that the Federal Reserve's recent rate cut is a beginning rather than an end, with potential risks of inflation if cuts are too aggressive [14] - CICC notes that only a few companies possess the full-stack capabilities necessary to advance to the "embodied intelligence" level in robotics [15] - Galaxy Securities anticipates a seasonal increase in cement prices as demand is expected to recover from September to November [16]