记者丨李香香 编辑丨吴桂兴 视频丨许婷婷 近日，"罗永浩发文吐槽西贝预制菜"一事引发关注。 西贝创始人贾国龙 图/澎湃新闻 发布会上，西贝负责人首先详细还原了罗永浩一行人昨日的用餐情况。据透露，罗永浩一行五人于9月10日下午2点40分左右到店，在一 个包间内就餐。他们总共点了13道不同的菜，其中"牛肉土豆条"和"一把羊肉串、烤馕"点了双份，合计15份菜品。一行人于下午3点30 分左右用餐完毕并离店，全程约50分钟。 发布会结束后，贾国龙在接受记者采访时，就"是否会起诉@罗永浩的十字路口"一问做出明确且强硬的表态。"一定会，我们一定会起 诉他，一定一定会起诉他！" 贾国龙连用三个"一定"来强调他的决心。 罗永浩最新回应 9月11日晚，西贝餐饮召开新闻发布会，创始人、CEO贾国龙对此做出回应称，按照国家六部门今年3月发布的最新定义，罗永浩当日所 点菜品"没有一道是预制菜"，并称其"全是预制菜，太恶心了"的说法"挺伤害我们的"。 目前西贝门店的所有菜品都不是预制菜。从明日 （9月12日）开始，西贝全国370多家门店将面向所有消费者开放后厨，消费者可以在保证卫生标准的前提下参观任何一道菜品的制作过 程。 9月11日下 ...

Market Overview - On September 11, U.S. stock markets opened higher, driven by interest rate cut expectations, with the Nasdaq reaching a new historical high of 22,000 points [1] - The Dow Jones Industrial Average rose over 500 points, surpassing 46,000 points, also marking a historical high, while the S&P 500 increased by 0.58% [1] Individual Stock Movements - Oracle Corporation's stock fell over 4%, despite its founder briefly surpassing Elon Musk to become the world's richest person [3][4] - Notable movements in Chinese stocks included Century Internet rising nearly 15%, Zai Lab increasing over 13%, and GDS Holdings up over 9% [12][13] Economic Data Impact - The U.S. Consumer Price Index (CPI) for August showed a month-on-month increase of 0.4% and a year-on-year increase of 2.9%, aligning with expectations [6] - However, initial jobless claims unexpectedly surged by 27,000 to 263,000, the highest level in nearly four years, raising concerns about the labor market and reinforcing expectations for Federal Reserve interest rate cuts [6][9] Federal Reserve Outlook - The unexpected rise in jobless claims has led traders to fully price in three interest rate cuts by the Federal Reserve before the end of the year [10] - Analysts suggest that the increase in jobless claims could lead to a more aggressive rate cut of 50 basis points rather than the anticipated 25 basis points [9] Investor Sentiment - Morgan Stanley reported that U.S. investors' interest in the Chinese market has reached its highest level since 2021, with over 90% of surveyed investors expressing a willingness to increase exposure [15] - Investment interest is expanding beyond internet and ADR sectors to include Hong Kong and onshore A-shares, focusing on areas like artificial intelligence, semiconductors, and new consumption [15]

Core Viewpoint - The article discusses the integration of various teams within Geely to form a new entity, Chongqing Qianli Intelligent Driving, focusing on the organizational structure and the challenges faced during this merger [3][6][9]. Group 1: Organizational Structure - Chongqing Qianli Intelligent Driving was established as a joint venture with Geely, Megvii, and others, with each holding a 30% stake, while Lotus holds 5% [6]. - The new organizational structure features a matrix management approach, with vertical departments for system, platform, algorithm, and data development, alongside three horizontal departments [6][8]. - Key leaders include Yang Mu as CTO, Yuan Pingyi as Chief Scientist, and Chen Baocheng overseeing engineering projects [6][8]. Group 2: Integration Challenges - The integration process has faced delays, with only about 2,000 of the planned 3,000 personnel merged, primarily from the Zeekr and Maiqi teams [8][9]. - There is a lack of enthusiasm among team members for the merger, particularly due to the complexities involved in integrating intelligent driving teams compared to other departments [8][9]. - The principle of "stability while seeking progress" is emphasized, with existing reporting relationships maintained and minimal disruption to ongoing projects [9].

Core Viewpoint - The A-share market has regained momentum, driven by the surge in Oracle's stock price and the subsequent rise in the AI computing power industry chain, leading to significant gains in various indices and sectors [1][3]. Market Performance - On September 11, the ChiNext Index rose by over 5%, reaching 3053.75 points, the highest since late January 2022. The Shenzhen Component Index increased by 3.36% to 12979.89 points, and the Shanghai Composite Index rose by 1.65% to 3875.31 points. The total A-share trading volume surged to 2.46 trillion yuan, an increase of approximately 460 billion yuan from the previous trading day [1][3][9]. Sector Performance - The CPO sector surged nearly 10%, with copper-clad laminates and optical chips rising over 8%. Other sectors such as circuit boards and servers also saw gains exceeding 7%. The semiconductor and brokerage industry indices performed well [1][4]. Individual Stock Performance - Notable individual stock performances included Shenghong Technology rising over 16%, Zhongji Xuchuang up over 14%, and several others like Xinyi Technology and Tianfu Communication increasing by over 13% [5]. Market Drivers - The surge in the ChiNext Index is attributed to multiple factors, including the explosive global demand for AI computing power, which has extended order visibility for CPO and optical module companies until 2026. Additionally, government policies aimed at regulating the automotive network and promoting AI initiatives have further energized the tech industry [5][6]. Capital Flow - There has been a significant inflow of capital, with margin trading balances increasing for 11 consecutive trading days. Northbound capital saw a net inflow of over 8 billion yuan, indicating strong institutional interest in the tech sector [6][9]. Investor Sentiment - Morgan Stanley reported that U.S. investors' interest in the Chinese market has reached its highest level since 2021, with over 90% of investors expressing a willingness to increase exposure to the Chinese market. This interest is shifting from internet and ADR sectors to include A-shares, particularly in AI, semiconductors, and new consumption [6]. Market Volatility - The AI industry chain has experienced increased volatility, reflecting concerns over high valuations and differing expectations regarding fundamentals. This volatility is seen as a normal part of the high-growth sector's valuation adjustment [7][10]. Future Outlook - The market sentiment remains positive, with ongoing inflows of leveraged funds. The trading volume is a key variable for future performance, and while the market is expected to maintain a bullish trend, caution is advised regarding high valuations and potential corrections [10][11]. Investment Strategies - Investment strategies are focusing on a dual approach of technology growth and stable income, with an emphasis on sectors like AI computing, semiconductors, and high-dividend stocks. The potential for significant returns in high-tech sectors is highlighted, alongside opportunities in resource stocks due to anticipated changes in monetary policy [11][12].

以下文章来源于21世纪资管研究院 ，作者21世纪资管研究院 受此影响，最近一周债基收益较为低迷。wind数据显示，截至9月11日发稿，所收录的930只 短期纯债型基金中有751只近一周回报为负；3571只中长期纯债基金中有2926只近一周回报为 负。 CNEX债券分歧指数显示，在此轮债市"阵痛"行情中，基金机构持续抛券，成为市场卖方主 力。 21世纪资管研究院 . 21世纪资管研究院是南方财经全媒体集团旗下致力于资管领域政策和业务研究的独立智库，研究院宗 旨：探索全球资管发展新趋势，求解国内资管发展新问题，搭建资管人才成长大平台，促进资管行业健 康长远发展。 记者丨 吴霜 余纪昕 编辑丨方海平 公募基金费用新规的余波席卷至债市。 近两日，债券收益率大幅攀升。 10年期国债收益率自9月4日1.74%的低位于几个交易日内连 续快速上行，9月10日，债市跌势仍未止步，10年期国债收益率当日下午突破1.8%的关键点 位，一度触及1.83%的高点；30年期国债收益率也上行2.9个基点，来到2.10%附近。 9月11日截至发稿， 债市现已有企稳迹象，呈现长短端表现分化。 利率债品种中，长端还在继 续跌，比如30年期国债活 ...

记者丨 彭新 编辑丨包芳鸣 实际上，甲骨文财报令市场为之疯狂， 到手的AI大订单是主要原因。 在2026财年一季度财报中，甲骨文总营收同比增长12%至149亿美元。云收入增长28%（涵盖IaaS+SaaS）至72亿美元，其中IaaS（云基础设 施）增长55%至33亿美元，SaaS（云应用）增长11%至38亿美元。同时，甲骨文还称，该季度与三家客户签下四笔价值数十亿美元的合同。 对于RPO暴增359%至4550亿美元，甲骨文表示主要受AI算力与多云需求驱动。萨弗拉·卡茨还在财报电话会议中预计，未来数月RPO有望突破 5000亿美元。 | W | | 甲骨文(ORACLE) | | | | --- | --- | --- | --- | --- | | ORCL.N | | | | | | 328.330 量 1.3亿 | | 股本 28.42亿 市盈 74.1 | | 万得 | | 86.820 35.95% 换4.69% | | | 市值1 9222亿 市净 37.39 | 盘口 | | 盘前 332.280 +3.950 +1.20% | | | 美东 09:00 | | | A 日印 | | | 間K E ...

Group 1 - The internet regulatory authority has recently conducted an interview with Xiaohongshu due to the frequent appearance of negative content related to celebrity dynamics and trivial matters on its trending search list [1] - Xiaohongshu has publicly accepted the criticism and committed to implementing corrective measures, including the establishment of a special task force to improve the management of its trending search list [1] - The company aims to enhance its content management responsibilities and maintain a clear online environment, while also welcoming supervision from users and public opinion [1] Group 2 - Multiple regions are strictly enforcing the policy of providing only one supplementary textbook per subject for the new school year [2] - There is a significant shift in global central bank reserve patterns, with gold potentially surpassing U.S. Treasury bonds for the first time in 29 years [2] - Wanda Group is facing a court enforcement action amounting to 400 million yuan [2]

记者丨李益文 值得注意的是， 此前哪吒汽车曾承诺，旗下哪吒L车型的基础流量终身免费，车机娱乐流量3 年免费（5G/月）。 公开资料显示，哪吒汽车母公司合众新能源汽车股份有限公司成立于2014年，注册资本超28亿 元。其曾于2022年以15.21万辆的年销量登顶造车新势力销冠，但高光未能持续。2024年，其 全年销量大幅下滑至6.45万辆，同比暴跌49.37%。随后，合众新能源被爆出资金链断裂。 今年5月， 哪吒汽车出现因流量欠费导致App断网、官网掉线等情况。6月，公司正式进入破 产审查程序。 8月，公司又因违反财产报告制度，被广州市海珠区人民法院列为失信被执行 人，履行情况为全部未履行。 编辑丨叶映橙 沉寂许久的哪吒汽车再度成为舆论焦点。 9月11日， 全国多地哪吒车主反映收到署名"合众汽车"的短信，称因合作方联想懂的通信拒绝 履行《车联网服务协议》，后续将陆续停止对哪吒汽车的车联网流量服务"，要求用户携带哪 吒汽车智能钥匙，并自行为车机购买流量。 对此，联想懂的发布《关于合众车联网流量服务欠费触发停机的声明》回应。声明称， "合众 汽车因经营问题，一直未能按时支付我司相关服务费用"，经过数月协商未果，给其 ...

近日，财政部将控股的包括中国信达在内的三家AMC股权划转至中投公司旗下中央汇金公司 的工作已经全部完成。官网信息显示，截至2024年末，中国信达总资产16389.60亿元，归属于 股东权益1941.83亿元，员工约1.4万人。 中国银河金控官网显示，该公司是经国务院批准，由财政部和中央汇金投资有限责任公司共同 发起，于2005年8月8日在国家工商行政管理总局注册成立。公司注册资本128.91亿元人民币， 其中中央汇金投资有限责任公司出资89.04亿元，出资比例为69.07%，财政部出资37.80亿元， 出资比例为29.32%，全国社会保障基金理事会2.07亿元，出资比例为1.61%。公司经营范围包 括从事证券、基金、保险、信托、银行等行业的投资和管理。 9月11日，21世纪经济报道独家获悉， 中国银河金融控股有限责任公司（下称中国银河金控） 原党委副书记、执行董事、总经理宋卫刚已经赴任中国信达资产管理股份有限公司（下称中国 信达）。 在走完必要的程序后，宋卫刚将成为中国信达的新任总裁。 中国银河金控官网显示，宋卫刚是经济学博士，高级经济师。在调任中国信达前，宋卫刚任中 国银河金融控股有限责任公司党委副书记、执 ...

Core Viewpoint - The article discusses the release of the "Compliance Guidelines for Online Retail of Prescription Drugs" by the National Medical Products Administration, which aims to enhance the regulation and safety of online prescription drug sales in China [4][5]. Group 1: Compliance Requirements - The Compliance Guidelines outline five key compliance requirements for companies: qualification compliance, prescription review, risk control, platform responsibility, and traceability management, providing clear guidance for legal operations [5]. - The guidelines emphasize the necessity of prescription review and prohibit promotional activities such as free gifts or point redemption for prescription drugs to ensure public safety [5][8]. Group 2: Market Growth and Regulation - The online pharmaceutical sales market is projected to reach 71.77 billion yuan in 2024, with an annual growth rate of 18.03%, and is expected to exceed 80 billion yuan by 2025 [7]. - The guidelines are designed to promote healthy industry development and create a fair competitive environment for legitimate operators, transitioning the market from rapid growth to regulated, high-quality growth [7][9]. Group 3: Platform Responsibilities - The guidelines specify compliance requirements for both self-built and third-party platforms, emphasizing the need for accurate and traceable transaction information [11]. - Third-party platforms are required to establish drug quality safety management institutions and conduct thorough audits of the qualifications of online retail enterprises [12]. Group 4: Risk Prevention and Future Directions - The guidelines reflect a shift in drug regulation from passive punishment to proactive prevention, aiming to lower compliance costs and enhance efficiency [9]. - Future efforts in prescription drug regulation may include elevating successful guidelines to mandatory standards and leveraging technologies like big data and blockchain for better monitoring and transparency [13].