Market Overview - The three major US stock indices closed lower, with the Dow Jones down 243.36 points (-0.52%), Nasdaq down 18.75 points (-0.08%), and S&P 500 down 18.61 points (-0.28%) [2] - The Nasdaq China Golden Dragon Index fell by 2.03%, with most popular Chinese concept stocks declining [8] Commodity Market - Gold and silver prices ended their upward trend, with COMEX gold futures down 1.95% and COMEX silver futures down 2.73% [1] - Spot silver prices reached a historical high, touching $50 per ounce, while spot gold prices fell to $3975.95 per ounce [10] - Analysts noted that the surge in silver prices, which have increased over 70% this year, is driven by both industrial demand and a shift in investor focus from gold to silver as a safe-haven asset [10][11] Company Highlights - Nvidia's stock price reached a new all-time high, closing up 1.83% with a market capitalization of $4,677.8 billion [5] - In the tech sector, Oracle rose over 3% and Meta increased over 2%, while Apple and Google both fell over 1% [5]

10月9日深夜11点，上海九颂山河股权投资基金管理有限公司（以下简称九颂基金）发布公告 称， 公司实际控制人、执行董事管金生先生家属的通知，管金生先生因突发疾病抢救无效， 不幸于2025年10月7日与世长辞。 公开信息显示，管金生，1947年5月19日出生于江西省清江县（现樟树市），1965年考入上海 外国语学院法语系，后赴比利时布鲁塞尔自由大学深造，获法学、工商管理双硕士学位。 1988年2月，管金生负责筹建上海第一家证券公司——万国证券，由上海国际信托投资公司等 10家股东筹资3500万元人民币，管金生任副董事长、总经理、总裁。 回顾中国A股激荡起伏的三十年历史，管金生是 一个 绕不开的名字。他曾是上海滩上的"证券 教父"，一手创办新中国首家证券公司万国证券，后因 "327国债事件"，一夜之间从巅峰跌落 谷底。 从寒门学子到"中国证券业教父" 1995年4月，管金生因为"327国债事件"落寞辞职。1997年2月，管金生被判处17年有期徒刑。 万国证券也分崩离析。1996年7月，申银与万国合并为申银万国证券公司。 2015年6月，管金生在参加某论坛时直面"327"国债风波："我这一生吃亏，吃很大的亏，就是 ...

记者丨 庞华玮 编辑丨巫燕玲 视频丨 柳润瑛 10月9日，国庆节后A股"开门红"。在资源股和科技股大涨的带动下，上证指数突破3900点，创下10年新高，而本轮行情较4月7日低点涨幅已 逾29%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3933.97 | 13725.56 | 1525.81 | | +51.20 +1.32% +199.05 +1.47% -2.82 -0.18% | | | | 科创50 | 创业板指 | 万得全A | | 1539.08 | 3261.82 | 6431.96 | | +43.79 +2.93% +23.66 +0.73% +83.02 +1.31% | | | | 沪深300 | 中证500 | 中证A500 | | 4709.48 | 7548.92 | 5708.29 | | +68.79 +1.48% +136.55 +1.84% +89.57 +1.59% | | | | 中证1000 | 深证100 | 中证红利 | | 7648.05 | 6038.30 | 5502.38 | | +73.09 +0.96% ...

记者丨黎雨桐 编辑丨陈思颖 中国有色金属工业协会金银分会副秘书长、信息咨询部主任石和清在接受采访时表示，银价的上涨是多重因素共振的结果。 10月9日，美股早盘走低，截至北京时间23：06，美股三大指数飘绿。 英伟达创新高 中概股下挫 个股方面，英伟达涨幅一度扩大至3%， 总市值再创新高，达4.7万亿美元。 中概股方面，纳斯达克中国金龙指数跌超1.7%，其中小鹏跌超5%，百度、蔚来、阿里等热门中概股跌超4%，金山云、理想、跌超3%。 | PONY.O | 41177 | - 3. JU /0 | | --- | --- | --- | | 小鹏汽车 | 22.928 | -5.22% | | XPEV.N | | | | 百度集团 | 131.575 | -4.59% | | BIDU.O | | | | 亿鹏能源 | 0.497 | -4.52% | | ELPW.O | | | | 蔚来 | 7.516 | -4.25% | | NIO.N | | | | 阿里巴巴 | 173.740 | -4.07% | | BABA.N | | | | NEXT TECHNOLC | 24.482 | -3.80% | ...

记者丨 陈洁,实习生张星雨 编辑丨王峰 国庆中秋双节刚过，就读新闻与传播专业硕士、今年研三的林琳就开始进入了秋招的节奏。 "我已经开始积极投递简历，同时准备笔试环节。准备上主要包括整理个人简历、梳理以往实 习和研究经历等。我的目标是进入和就读专业相关的行业，比如企事业单位宣传部门，另外也 会考虑与传播、公共事务相关的岗位。"林琳告诉21世纪经济报道记者。 不过，在秋招之外，林琳坦言考公考编才是她的主要方向。根据多个省份发布的计划，2025年 下半年全国事业单位联考笔试时间为10月25日。 21世纪教育研究院院长熊丙奇告诉21世纪经济报道记者，对于大学毕业生来说，每位学生需要 根据自身综合能力、职业发展方向、兴趣所在等来确定就业目标，而不是盲目跟风。"现在不 少毕业生就盯着考公考编，但从概率上看，一些人反复多年都无法考上，最后甚至影响到了其 他的就业选择。因此每个学生需要根据自身的情况，来进行更为客观的职业规划。" 那么，今年秋招与考编有什么新特点？一个值得关注的点是，在今年秋招，各地频频进行"跨 省揽才"。比如，广东的"百万英才汇南粤"秋招活动近日在北京、上海、辽宁、广西等多地举 行。 另外一个鲜明的特点是， ...

2025年10月9日，国家卫生健康委召开新闻发布会，介绍时令节气与健康（寒露）有关情况， 并答记者问。 会上，南方财经·21世纪经济报道记者提问：天气转凉，流感等呼吸道疾病逐渐进入高发季。 不少人对流感疫苗存在困惑。流感疫苗为什么每年打？哪些人需要优先打？得过流感后还需要 打疫苗吗？ 浙江省疾控中心研究员蒋健敏回应，目前，预防传染病最经济有效的技术方法就是接种疫苗。 关于流感疫苗，为什么每年都要接种呢？主要有两方面的原因： 一方面，流感病毒容易发生 变异，每年流行株的型别都可能不一样。 因此，我们国家会根据全国的流感监测数据再参考 世界卫生组织每年发布的流感疫苗株的推荐意见，来调整当季生产的流感疫苗组分，让疫苗跟 我们当年流行株抗原性尽可能匹配。 第二方面，我们接种流感疫苗以后，体内产生的抗体水 平也会随着时间慢慢下降 ，因此需要每年都接种，才能获得更好的防护效果。 蒋健敏建议6月龄以上，没有禁忌症的人员，都需要每年接种流感疫苗，也有以下人员需要优 先安排接种的： 记者丨 贺佳雯 编辑丨钟映佳 视频丨柳润瑛 第二类需要优先接种的人群，是那些重点机构或者重点场所内的工作人员 ，包括医疗机构、 养老机构、护理机构 ...

记者丨 叶麦穗 编辑丨曾芳 白银凶猛！ 黄金大涨也带动了白银冲高。 10月9日晚间，现货白银历史首次升至50美元/盎司关口上方，年内累计涨逾73%， 表现优于黄金。 | ( | SPTAGUSDOZ.IDC | 伦敦银现 | | | O | | --- | --- | --- | --- | --- | --- | | 50.901 昨结 | | | 48.842 总量 | | 0 | | +2.058 | +4.21% 开盘 | 48.864 | 现手 | | 0 | | 最高价 | 50.908 持 仓 | | 0 外 盘 | | 0 | | 最低价 | 48.425 壇 仓 | | 0 内 盘 | | 0 | | 分时 | 五日 日K | 周K | 月K | 更多 | (0) | | 叠加 | | | 均价:0.000 | | | | 50.908 | | | | 4.23% 卖一 50.931 | | | | | | | 家- 50.901 | | | | | | | 21:01 50.892 | 0 | | | | | | 21:01 50.851 | 0 | | | | | 0.00% | 21: ...

Core Insights - The Chinese smartphone market is entering a bottleneck phase, prompting manufacturers to focus on overseas markets [1][2] - OPPO is increasing its investment in overseas markets, with key personnel adjustments to strengthen this focus [1] Group 1: Company Strategy - OPPO's Chief Product Officer, Liu Zuohua, will oversee overseas markets, while Senior Vice President Duan Yaohui will manage the headquarters marketing team [1] - Liu Zuohua has a history of success in the overseas high-end market with OnePlus, indicating a strategic shift for OPPO towards high-end segments [5] - OPPO's overseas revenue now accounts for over 60%, highlighting the importance of international markets in the current competitive landscape [1] Group 2: Market Conditions - The Chinese smartphone market has seen a decline in sales, with a 2% drop in the first eight weeks of the third quarter, while the mid-range market remains strong [4] - Counterpoint's statistics show that OPPO faced demand slowdowns in China but stable demand in Southeast Asia and the Middle East [4] - The global high-end smartphone market is projected to reach historical highs by mid-2025, making it a critical area for competition [4]

Core Viewpoint - The opening of Honor's global flagship store marks the transition of the "Alpha Strategy" from planning to implementation, reflecting the competitive landscape of the smartphone industry ahead of the National Day and Mid-Autumn Festival [4][6]. Group 1: Market Dynamics - The smartphone market is experiencing a surge in demand due to the simultaneous launch of new flagship models by major brands, including Huawei's Mate XT, Apple's iPhone 17 series, and Xiaomi's 17 series, creating a concentrated market effect [4][6]. - Offline retail has seen a revival, with significant increases in sales during the holiday period, as evidenced by Suning's data showing a 61% year-on-year increase in sales and a 73% increase in sales of appliances priced over 10,000 yuan [4][6]. Group 2: Supply and Demand - The pre-holiday period has led to a peak in short-term demand, driven by the release of new products and policies like "trade-in" incentives, resulting in high foot traffic in stores [6][12]. - Popular models are facing shortages, with some having delivery times extending up to two months, indicating strong consumer interest and demand [8][9]. Group 3: Competitive Landscape - The competition in the high-end smartphone market is intensifying, with Apple maintaining a 62% market share in the high-end segment globally, while Huawei and Xiaomi are gaining traction in China [15][17]. - Xiaomi reported over a 20% increase in sales of its 17 series during the holiday period compared to the same time last year, highlighting its successful push into the high-end market [15][17]. Group 4: Future Outlook - The global smartphone market is expected to see an increase in average selling prices (ASP), projected to rise from $357 in 2024 to $370 in 2025, driven by the high-end market's growth and innovations in technology [17]. - The upcoming fourth quarter is anticipated to be highly competitive, with AI technology and ecosystem integration becoming key drivers for brand premiumization [18].

Core Viewpoint - The recent identity change of Dan Bin, a prominent figure in the private equity industry, has sparked market speculation regarding its implications for his investment firm, Dongfang Gangwan [1][5]. Company Overview - Dongfang Gangwan, founded in 2004, is one of the earliest sunshine private equity funds in China, headquartered in Shenzhen, focusing on discovering outstanding companies and investing at reasonable prices for the long term [4]. - The firm has a cumulative management scale exceeding 10 billion yuan and manages over 100 private equity funds [4]. Recent Developments - On August 26, 2025, Dongfang Gangwan changed its investor information, with Dan Bin's identity shifting from "China" to "Hong Kong," while he remains the chairman and actual controller of the company [1][5]. - The firm is currently processing a change in its actual controller's personal identity information with the China Securities Investment Fund Industry Association [1]. Investment Strategy - Dan Bin's investment focus has shifted towards the U.S. stock market, with significant holdings in technology giants such as Nvidia, Apple, and Google [7]. - As of the second quarter of 2025, Dongfang Gangwan held 13 U.S. stocks with a market value of $1.126 billion, a notable increase from $868 million in the previous quarter [7]. - The firm is also a leading holder of ETF shares among private equity funds, with substantial investments in Nasdaq index ETFs [7]. Market Insights - Dongfang Gangwan's recent investment outlook suggests that the next phase may focus on application companies in various verticals rather than just large models in AI [8]. - The firm believes that the rise of hard technology will play a crucial role in upgrading market structures and aligns with global trends led by technology giants [8].