| 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3846.33 | 13339.82 | 1542.11 | | -6.97 -0.18% -106.08 -0.79% -15.11 -0.97% | | | | 科创50 | 创业板指 | 万得全A | | 1466.84 | 3198.02 6274.39 | | | -7.64 -0.52% -37.75 -1.17% -26.25 -0.42% | | | | 沪深300 | 中证500 | 中证A500 | | 4574.03 | 7307.40 | 5535.04 | | -19.46 -0.42% -33.92 -0.46% -26.10 -0.47% | | | | 中证1000 | 深证100 | 中证红利 | | 7468.87 | 5881.87 | 5458.67 | | -37.65 -0.50% -45.54 -0.77% +18.16 +0.33% | | | 记者丨金珊 李益文 庞华玮 编辑丨陈思颖 叶映橙 包芳鸣 9月26日，A股市场早间震荡调整。截至收盘，沪指跌0.18%，深成指跌0 ...

Core Viewpoint - The article discusses the impact of Typhoon "Hagupit" on coastal cities in Guangdong, emphasizing the need for improved disaster preparedness and response strategies in the context of climate change and increasing extreme weather events [2][12]. Group 1: Typhoon Impact and Response - Typhoon "Hagupit" made landfall in Guangdong, classified as a strong typhoon with wind speeds reaching up to 17 levels, causing significant disruptions including the cancellation of flights and train services [1][6]. - The official designation of the typhoon as a "major disaster" highlights its severity, drawing comparisons to Typhoon "Mangkhut" in 2018, which affected nearly 3 million people across five provinces [2]. - The Guangdong government implemented emergency measures, including the "Five Stops" protocol (stopping work, business, markets, transport, and classes), and successfully evacuated over 2.22 million people in preparation for the storm [7][12]. Group 2: Climate Change and Disaster Preparedness - Experts indicate that while the number of typhoons may not significantly change, their intensity is likely to increase due to rising ocean and atmospheric temperatures, necessitating enhanced disaster preparedness [2][8]. - The article emphasizes the importance of upgrading infrastructure and improving meteorological forecasting capabilities to better handle extreme weather events [4][11]. Group 3: Technological Integration in Disaster Management - The use of artificial intelligence and big data analytics is becoming crucial in predicting typhoon paths and intensities, enhancing the accuracy of forecasts and allowing for timely evacuations [10][11]. - Cities like Guangzhou and Shenzhen are implementing smart water management systems and digital platforms to monitor and respond to flooding and other disaster-related challenges [14][15]. Group 4: Community Involvement and Resilience - Community engagement is highlighted as a vital component of disaster response, with local volunteers and grid workers playing key roles in ensuring safety and effective communication during typhoons [16]. - The article showcases successful local initiatives, such as the proactive evacuation measures taken in Dongguan, which ensured minimal disruption to daily life post-typhoon [16].

Group 1 - GAC has launched the "Star Source Extended Range Platform," debuting in its luxury new energy brand Haobo HL, indicating the company's strong commitment to the Haobo brand [1] - The new design language "Mountain-Sea Architecture" has been established for Haobo to enhance brand recognition [1] - The launch of Haobo HL represents a significant step in GAC's transformation since the introduction of the Huawei Integrated Product Development (IPD) process [1] Group 2 - GAC aims to redefine the Haobo brand image through the Haobo HL, which is described as the first major initiative in a "wartime state" strategy [1] - A comprehensive interview with GAC executives discusses the technical details of the Star Source Extended Range, the implications of the "wartime state," and how Haobo HL fulfills the mission of high-end branding [1]

Core Viewpoint - The article emphasizes that the marine economy is not merely about utilizing coastal resources but is a systematic competition driven by technological innovation and application scenarios, transforming the "blue territory" into "blue momentum" [1]. Group 1: Marine Economic Development in Zhuhai - Zhuhai, known as the "City of a Hundred Islands," is undergoing a significant marine transformation, leveraging its strong manufacturing base, technological innovation capabilities, and abundant marine resources to become a testing ground for the "New Guangdong at Sea" [2][4]. - The marine production value in Zhuhai is projected to reach 100 billion yuan by 2024, accounting for 22.3% of the city's GDP, with a contribution rate of 26.4% to economic growth [4]. - Zhuhai aims to establish a modern marine industry system within three years, targeting a marine production value exceeding 130 billion yuan by 2027, with an average annual growth rate of 10% [5]. Group 2: Scene-Driven Innovation - Zhuhai is enhancing its role in marine economic development by creating a "scene opportunity list," "demand capability list," and "benchmark case list" to foster a marine technology innovation ecosystem [8]. - The city has launched the first public logistics drone route for islands and established national standards for drone express delivery, significantly improving logistics efficiency between the city and islands [8][10]. - The integration of low-altitude and marine economies is being explored, with a focus on applications such as marine ecological monitoring and emergency rescue [10]. Group 3: Technological Innovation and Talent Pool - Technological innovation is crucial for unlocking new spaces in the marine economy, with Zhuhai housing over 40 marine technology innovation platforms and more than 60 marine research teams across its universities [15]. - The establishment of the Southern Marine Laboratory has led to the development of advanced marine equipment and the world's first marine-specific digital twin engine, enhancing the city's innovation capabilities [15]. - Zhuhai's marine industry is supported by over 3,600 marine-related enterprises, including more than 140 high-tech companies, fostering a robust industrial ecosystem [18]. Group 4: New Marine Infrastructure Initiatives - The "New Marine Infrastructure" initiative in Zhuhai includes 108 projects with a total investment of 110 billion yuan, aimed at enhancing the city's marine economic development [21][23]. - This initiative focuses on creating a comprehensive digital infrastructure system that integrates marine data and connectivity, enhancing the city's capabilities in marine resource management [23][24]. - Zhuhai is developing a "4+3+1" modern marine industry system, consolidating existing industries while nurturing emerging sectors such as marine high-end equipment and marine electronic information [24].

熟悉汇添富的人都知道，他们一直主打主动权益投资这张牌，素有"选股专家"之称。数年前，基 于对资产配置趋势的前瞻判断，汇添富就开始将主动权益投资能力积极延伸至固收+等领域，是 在固收+业务上起步较早、发展较快、规模较大的公司。 在公募基金高质量发展的背景下，汇添富始终在思考，如何提升投资者获得感，更好满足中 低风险偏好投资者"稳健但不平庸"的收益需求。正如公司总理经张晖所说，越是在市场面临 多重因素变化的时间内，越是要脚踏实地，坚守成立以来一以贯之的投资理念，更强调投资 研究的规则化，全面检视和不断优化投资决策和管理流程，持续强化团队建设。 在波谲云诡的市场中，汇添富旗下一批风格清晰稳定的固收+产品脱颖而出，过去一年，不论 是低波动、中波动、还是高波动组合，都能在严控回撤的前提下取得亮眼业绩。这也吸引了 广大机构和个人投资者关注，多只产品份额较上年末实现成倍增长。 | 类型 | 名称 | 过去一年涨幅 | 业绩基准 | 最大回撤 | | --- | --- | --- | --- | --- | | 低波 | 汇添富保鑫 | 5.49% | 4.24% | -1.01% | | | 汇添富添添乐双盈 | 5.7 ...

Core Viewpoint - HSBC has been awarded the title of "Best International Bank in the Guangdong-Hong Kong-Macao Greater Bay Area" for the third consecutive year, reflecting its strong commitment and investment in the region [1][3]. Investment and Business Development - HSBC has made significant investments in the Greater Bay Area, including a new office building in Qianhai and a global training center in Nansha, totaling over 4 billion RMB [4]. - The bank's business in the Greater Bay Area encompasses banking, securities, insurance, technology, and customer service centers, showcasing its comprehensive service offerings [4]. Cross-Border Financial Services - HSBC leverages Hong Kong's status as an international financial center to assist Chinese enterprises in expanding overseas and managing international business [5]. - The bank has enhanced its cross-border financial services, including cross-border payments, trade services, and financing, to meet the growing demand from residents and businesses in the Greater Bay Area [5][7]. Market Opportunities - The integration of the Greater Bay Area is driving increased demand for cross-border financial services, particularly among the growing middle-income and affluent populations [7]. - HSBC identifies opportunities in supporting mainland enterprises going global, especially in the context of global supply chain restructuring [7][8]. Digital and Innovative Services - HSBC has invested in digital channels and launched innovative products to enhance service efficiency and meet the financial needs of residents in the Greater Bay Area [10]. - The bank has introduced a range of digital services, including a new wealth management flagship outlet and a retail banking outlet at the West Kowloon high-speed rail station [10][11]. Wealth Management and Investment Products - HSBC has a strong position in the wealth management market, with a leading QDII quota among banks, offering a variety of overseas investment products [13]. - The bank's cross-border wealth management services are designed to cater to the increasing demand for asset allocation and retirement planning among mainland residents [13]. Support for New Economy Industries - HSBC has established a dedicated team to support technology innovation and new economy industries, launching a $3 billion credit fund for new economic development [14]. - The bank has introduced comprehensive financial solutions for cross-border e-commerce businesses, addressing their specific financial needs [14][15]. Global Network and Support for Enterprises - HSBC's global network spans 57 countries and regions, covering 90% of global trade and capital flows, providing extensive support for Chinese enterprises going abroad [18]. - The bank offers a full range of financial services, including trade financing, capital management, and M&A support, tailored to the diverse needs of enterprises at different stages of their international expansion [18].

特约评论员 丨 陈白 编辑丨洪晓文 合，试图将AI能力赋能给电商、物流、金融等核心业务，构建一个庞大的"AI+"商业生态。百 度作为以搜索技术为核心的公司，在信息检索、内容生成等场景有先天优势，其在自动驾驶 等前沿领域的长期投入也为AI落地提供了多元化的路径。这种将AI技术与自身庞大应用场景 和海量数据相结合的能力，是中国科技公司特有的优势。 凯茜·伍德的投资哲学一向聚焦于"颠覆性创新"，她此刻的选择，可以被解读为她认为中概股 的"颠覆性"正在从商业模式创新转向更底层的硬核科技创新，而当前的市场价格尚未充分反 映这一转变。 除了AI带来的新叙事之外，估值本身的吸引力也不容忽视。即便在经历了一轮反弹之后，与 美国同类科技公司相比，许多中概股的市盈率、市销率等关键估值指标依然处于历史低位。 换言之，以相对低廉的价格，便有机会投资于全球第二大经济体中，在人工智能这一确定性 赛道上占据领先地位的企业，这对于追求高成长性的基金而言，无疑具有强大的吸引力。 当然，我们不能将ARK基金的个别操作简单等同于整体外资的全面转向。资本的流动是复杂 且多维的，中美之间的科技竞争与摩擦并未消失，这使得供应链安全、技术出口管制等问题 ...

Core Viewpoint - The establishment of the Digital Renminbi International Operation Center in Shanghai marks a significant step in the infrastructure development for the international application of the digital renminbi, facilitating cross-border digital payments and enhancing the internationalization of the renminbi [1][4][9]. Group 1: Digital Renminbi International Operation Center - The Digital Renminbi International Operation Center has three main business platforms: cross-border digital payment platform, blockchain service platform, and digital asset platform, which are interconnected through a common blockchain foundation [1][5]. - The operation of the center signifies a strategic move by the central bank to promote the internationalization of the renminbi and the digitalization of finance, providing a clear path for extending digital currency applications from domestic trials to international use [1][4][11]. Group 2: Impact on Shanghai's Financial Center - The center's establishment is expected to inject new vitality into Shanghai's development as an international financial center, enhancing its global financial resource allocation capabilities and attracting more international financial institutions and investors [2][9][10]. - The operation of the center will foster financial technology innovation in Shanghai, leading to new business models and products, particularly through the integration of blockchain and smart contracts for real-time cross-border payment settlements [3][10][11]. Group 3: Benefits of the Business Platforms - The three business platforms aim to reduce costs, improve efficiency, and enhance traceability in cross-border payments, aligning with the central bank's principles of "no loss, compliance, and interoperability" [4][7]. - The cross-border digital payment platform addresses pain points in traditional cross-border payments, while the blockchain service platform enhances transaction transparency and regulatory oversight [5][6][7]. Group 4: Global Financial Technology Center - The Digital Renminbi International Operation Center will strengthen Shanghai's position in the global financial technology ecosystem, attracting related fintech companies and fostering sectors such as supply chain finance and cross-border e-commerce [11][12]. - The center's operation is anticipated to elevate Shanghai's status in the global central bank digital currency application landscape, facilitating the transition from a traditional financial hub to a digital finance nexus [11][12].

Group 1 - China's new round of Nationally Determined Contributions (NDCs) announced at the UN Climate Change Summit emphasizes its commitment to global climate governance and showcases its responsibility as a major power [1][2] - The scale of China's green low-carbon industry is approximately 11 trillion yuan, with over 2 million related enterprises, highlighting the growth in renewable energy, electric vehicles, and energy-saving industries [1] - By the end of 2024, China's installed capacity for wind power is expected to reach 520 million kilowatts, and solar power capacity is projected to reach 890 million kilowatts, both ranking among the highest globally [1] Group 2 - China asserts its role as a responsible major developing country by not seeking new special and differential treatment in WTO negotiations, reinforcing its commitment to multilateral trade systems [3] - The global governance initiative proposed by China aims to enhance and reform existing governance systems, reflecting its commitment to addressing global challenges effectively [2][4] - China's actions in promoting the dual carbon goals and participating in various international agreements demonstrate its leadership in global governance and commitment to sustainable development [3][4]

来源丨央视新闻 编辑丨金珊 SFC 对厨房橱柜、浴室洗手台及相关建材征收 50% 关税， 对进口家具征收 30% 关税， 对专利及品牌药品加征 100% 关税。 据央视新闻报道，当地时间9月25日，美国总统特朗普在其社交媒体"真实社交"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。措施包括： 特朗普当天还宣布，自10月1日起将对所有进口重型卡车加征 25% 关税。 ...