美股周五收盘下跌，原因是最新公布的美国8月就业报告大幅低于预期，引发市场对经济放缓的担忧，尽管数据同时强化了美联储在本月降息的预期。 当天，道琼斯工业平均指数下跌220.43点，跌幅0.48%，收于45,400.86点；标普500指数下跌0.32%，报6,481.50点；纳斯达克综合指数小幅下滑0.03%，收 于21,700.39点。 $$\begin{array}{c}{{\pm\pm\beta\Omega\pm\sum_{i=1}^{k}\tilde{\Omega}\tilde{\chi}}}\\ {{\mp\tilde{\Omega}\tilde{\chi}\tilde{\Omega}\tilde{\Omega}\tilde{\Omega}\tilde{\Omega}\tilde{\Omega}\tilde{\Omega}}}\end{array}\quad\begin{array}{c}{{\uparrow}}\\ {{\uparrow}}\end{array}$$ | 道琼斯 | 纳斯达克 | 标普500 | | --- | --- | --- | | 45400.86 | 21700.39 | 6 ...

1、 美国总统特朗普要求欧洲对中国施加经济压力，外交部回应称，中方不是乌克兰危机当事方，坚决反对对中方施加所谓"经济压力"。 特朗普称 将对未把生产转移到美国的半导体公司征收关税，外交部表示，中方在关税问题上的立场是一贯的、明确的。 美国Anthropic以安全风险为由停止 对华AI服务，外交部称，中方一贯反对将科技和经贸问题政治化、工具化、武器化。 2、 俄罗斯总统普京在东方经济论坛表示，俄罗斯相应也将对等实施对华免签政策， 作为对中方对俄免签友好措施的回应。 1、 公募基金第三阶段费率改革落地。 证监会就公募基金销售费用管理规定公开征求意见，将合理调降公募基金认购费、申购费、销售服务费等销 售环节费率水平，优化赎回费制度安排。据测算， 三个阶段费改累计让利超500亿元，其中第三阶段每年为投资者让利约300亿元。 同时， 证监会 指导中国结算搭建的公募基金行业机构投资者直销服务平台（FISP平台）正式启动运行， 基金管理人、基金托管人应当接入FISP平台。 2、 深圳进一步放松住房限购政策， 符合条件的居民家庭在罗湖区、宝安区（不含新安街道）、龙岗区、龙华区、坪山区、光明区内购房不限套数，外地 户籍无满1年 ...

深圳市住房和建设局、中国人民银行深圳市分行9月5日晚发布通知，为更好满足居民刚性住房需求和多 样化改善性住房需求、促进房地产市场平稳健康发展，经市政府同意，现就进一步优化调整房地产政策 措施通知如下： 一、分区优化调整居民购买商品住房政策 （一）符合本市商品住房购买条件的居民家庭（包括本市户籍居民家庭、自购房之日前在本市连续缴纳 社会保险或个人所得税满1年及以上的非本市户籍居民家庭），在罗湖区、宝安区（不含新安街道）、 龙岗区、龙华区、坪山区、光明区范围内购买商品住房不限套数。 （二）无法提供自购房之日前在本市连续缴纳社会保险或个人所得税满1年及以上证明的非本市户籍居 民家庭，在罗湖区、宝安区（不含新安街道）、龙岗区、龙华区、坪山区、光明区范围内购买商品住房 限购2套。 （三）在盐田区、大鹏新区购买商品住房，不再审核购房资格。 4、拟新增异地购房还贷提取，还贷提取的范围由深圳市扩展至全国，职工及其家庭成员偿还全国范围 内购买的首套或第二套住房贷款本息，可以申请提取公积金。首套房每月可提取额为月实际还贷额；二 套房为当月应缴存额的60%，且不超过月实际还贷额。 （四）成年单身人士按照居民家庭执行商品住房限购政策 ...

（*数据来源：Wind-央行动态PBOC） 2. 资金面 央行公开市场连续四日净回笼，不过银行间周四资金面宽松无虞，存款类机构隔夜回购加权利率维持在1.30%附近；匿名点击（X-repo）系统 上，隔夜报价亦保持在1.30%，且供给逾千亿元人民币。非银机构以存单和信用债为抵押融入隔夜，最新报价在1.45%-1.48%左右，七天期资金 报价在1.46%-1.48%附近。 海外方面，最新美国隔夜融资担保利率为4.39%。 （IMM） // 债市综述 // 1. 公开市场操作 央行公告称，9月4日以固定利率、数量招标方式开展了2126亿元7天期逆回购操作，操作利率1.40%，投标量2126亿元，中标量2126亿元。Wind 数据显示，当日4161亿元逆回购到期，据此计算，单日净回笼2035亿元。 3. 同业存单 （*数据来源：Wind-国际货币资金情绪指数、资金综合屏） 全国和主要股份制银行一年期同业存单最新成交在1.66%位置，较上日基本持平。 （*数据来源：Wind-同业存单-发行结果） 4. 银行间主要利率债收益率涨跌不一 5. 近期城投债（AAA）各期限利差走势及数据 6. 国债期货收盘多数上涨。 30年期 ...

在华为 Mate XTs「非凡大师」三折叠的发布现场，除了硬件科技的惊艳，全场更令人侧目的，是台上三家同台亮相的企业。 Wind —— 全球金融数据服务的领军者； 腾讯 —— 游戏行业的绝对龙头； 飞书 —— 企业社交协作的标杆代表。 这是华为在全球范围内仅邀请的三家战略伙伴。金融、娱乐、协作三大核心场景顶流齐聚，不仅为新品赋能真实应用，更向外界释放一个信号：鸿蒙生 态，正在构建全场景智慧互联。 一、为什么是这三家？ 折叠屏并非新鲜事物，但"为什么要折叠"一直缺乏杀手级答案。华为这一次给出了更高维度的解法： • 腾讯的加入，代表了 娱乐与社交 的沉浸体验； • 飞书的加入，代表了 企业办公与协作 的新生产力； • Wind 的加入，则打开了 专业级行业应用 的想象空间。 | D C D E | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 酸票 开始 | 债券 商品 | 外汇 基金 | 指数 | | 衍生品 资管 ...

Group 1 - The Ministry of Commerce announced China's first anti-circumvention investigation ruling, determining that U.S. exporters circumvented anti-dumping measures on non-dispersion shifted single-mode optical fibers by exporting related products to China. Anti-circumvention measures will be implemented from September 4 [2] - The People's Bank of China will conduct a 1 trillion yuan reverse repurchase operation with a three-month term starting September 5, indicating a continuation of the three-month reverse repurchase operations this month [2] - Huawei launched its first foldable smartphone fully equipped with HarmonyOS 5, starting at 17,999 yuan, and showcased various PC applications on the device during a product demonstration event [2] Group 2 - President Xi Jinping met with North Korean leader Kim Jong-un, emphasizing China's support for North Korea's development path and willingness to maintain peace on the Korean Peninsula [3] - The State Council issued opinions to unleash the potential of sports consumption, aiming to cultivate influential sports enterprises and events by 2030, with the sports industry expected to exceed 7 trillion yuan in scale [3] - The electronic information manufacturing industry is expected to achieve an average growth rate of around 7% from 2025 to 2026, with a target of over 5% annual revenue growth when including related sectors like lithium batteries and photovoltaics [3] Group 3 - The A-share market experienced a decline, with technology stocks falling significantly, while bank stocks, particularly Agricultural Bank of China, saw a rise of 5%, marking a new high [4] - The Hong Kong Hang Seng Index closed down 1.12%, with significant declines in sectors such as materials and pharmaceuticals, while southbound funds recorded a slight net purchase [4] Group 4 - Multiple public funds interpreted the A-share market's pullback on September 4 as a normal adjustment, suggesting that market trends often involve a "two steps forward, one step back" pattern [5] - The Hong Kong Stock Exchange reported that the total market capitalization of the Hong Kong securities market reached 46.6 trillion HKD at the end of August, a year-on-year increase of 47% [5] - Zijin Mining plans to conduct an IPO for its international gold mining business in Hong Kong, with potential financing exceeding 3 billion USD, which could become the second-largest IPO globally this year [5] Group 5 - The National Energy Administration reported that from January to July, China's renewable energy installed capacity increased by 283 million kilowatts, reaching a total of 2.171 billion kilowatts, accounting for nearly 60% of the national total [8] - Real estate companies are showing increased enthusiasm for launching new projects in September, with a 10% month-on-month increase in supply across 28 cities [8] - The China Securities Association initiated a quality evaluation for investment banking and bond business for securities companies, with materials due by September 15 [8] Group 6 - The U.S. SEC announced a rule-making agenda that includes comprehensive reforms for cryptocurrency regulation and proposals to ease burdensome rules on Wall Street [9] - Citigroup's research report predicts that by 2030, 10% of global market trading volume will occur through digital assets and tokenized securities [9] - American Bitcoin, a mining company owned by Donald Trump's son, announced the acquisition of approximately 16,300 ASIC servers, doubling its computing power [9] Group 7 - DeepSeek is developing an advanced AI model with enhanced proxy capabilities, aiming for a formal release by the end of 2025 [10] - ByteDance's chip team reportedly had its permissions revoked, but the company denied these rumors [10] - Tesla announced the public launch of its Robotaxi application, expanding its autonomous taxi service beyond early users in Austin, Texas [10] Group 8 - The U.S. Department of Justice is investigating Federal Reserve Governor Cook, raising concerns about the Fed's independence amid President Trump's push for interest rate cuts [13] - The ADP employment report for August showed an increase of 54,000 jobs, significantly below market expectations, leading to speculation about a potential Fed rate cut [13] - The ISM Services PMI for August recorded a value of 52, indicating the fastest expansion in six months, driven by strong growth in new orders [13] Group 9 - The three major U.S. stock indices closed higher, with the Dow Jones up 0.77% and the Nasdaq up 0.98%, driven by strong performances from companies like Amazon and Goldman Sachs [14] - European stock indices showed mixed results, influenced by market risk appetite and U.S. employment data [14] - Nasdaq plans to modify its listing rules for small IPOs, raising the minimum public holding and fundraising thresholds [14] Group 10 - The bond market remains cautious despite a slight increase in government bond futures, with the central bank conducting a reverse repurchase operation [15] - U.S. Treasury yields collectively fell, with the 10-year yield down 5.61 basis points [15] - International precious metals futures generally declined, with COMEX gold futures down 0.91% [16]

Core Viewpoint - The collaboration between Huawei and three strategic partners—Wind, Tencent, and Feishu—highlights the development of a comprehensive smart interconnectivity ecosystem, emphasizing the integration of finance, entertainment, and collaboration in the future of technology [3][17]. Group 1: Strategic Partnerships - Huawei's choice of Wind, Tencent, and Feishu as partners represents the pinnacle of their respective fields: finance, entertainment, and office collaboration [3][17]. - The presence of these companies at the launch signifies a commitment to creating a cross-industry, cross-scenario smart interconnectivity ecosystem, moving beyond just mobile devices [17]. Group 2: Wind's Role in Finance - Wind's integration with Huawei Mate XTs allows for a complete PC-level financial terminal experience within a mobile device, catering to the complex and high-frequency needs of finance professionals [8][19]. - The device features a 10.2-inch display for browsing vast amounts of data, multi-tasking capabilities for simultaneous tasks, and instant data generation through the Alice series, enhancing productivity [9][10]. Group 3: AI Agent Revolution - Wind is introducing AI Agents that transform the work processes of finance professionals, acting as personal research assistants and report generators available 24/7 [12][14]. - The future is envisioned as an era dominated by these Agents, with each finance professional potentially utilizing multiple Wind Agents for various tasks [15]. Group 4: Cross-Industry Innovation - The collaboration aims to enhance user experiences across different sectors: Wind makes finance portable, Tencent elevates immersive entertainment experiences, and Feishu facilitates efficient cross-scenario collaboration [19]. - The launch of the Mate XTs is positioned not just as a technological advancement but as a strategic move towards a future where smart devices serve as ecological partners rather than mere tools [17][19].

折叠时，它是一部手机；展开时，它是一块 10.2 英寸大屏。 不再需要手忙脚乱找信息，而是信息自己找上门。 场景二：分析师的随身研究室 当 Wind 金融终端 —— 华为三折屏新品发布会唯一受邀金融科技企业Wind旗下核心产品 登上华为 Mate XTs，这块屏幕不再只是硬件，而是一个完整的 金融工作世界。 场景一：交易员的清晨 早晨 6:30，Alice 的语音播报准时响起："美联储昨夜公布会议纪要，保持鹰派立场……" 三折屏展开，所有自选股的资讯与风险提示已自动整理完毕。 场景三：基金经理的秒级策略验证 下午 2:00，市场波动剧烈。 上午 10:00，公司业绩会直播。 三折屏一分为二，左屏看实时解读，右屏调数据、查情绪。会议刚结束，Alice Meeting 已生成完整纪要。 车程 15 分钟内，Alice Writer 自动生成 30 页行业专题报告，推送到客户。 过去三小时的工作，如今变成三折屏上的一个流程。 基金经理直接在手机里输入："生成中证500增强策略"。系统自动调用 EDB 数据库，生成策略、回测收益曲线，秒级完成。 团队级的研究效率，如今掌握在个人手中。 场景四：投资总监的即时复盘 | ...

华为Mate XTs 三折叠 " 刷屏全网 "。 华为9月4日 举行"Mate XTs非凡大师及全场景新品发布会" ，盛邀全球金融数据服务领军者 万得 、游戏行业绝对龙头 腾讯 ，以及企业社交协作领 域的标杆 飞书 齐聚现场，三大行业顶流携手共探鸿蒙生态跨领域创新，彰显其构建全场景智慧互联的战略雄心。 秘诀二：跨圈层传播 华为三折屏之所以能 刷屏全网 ，不仅因为硬件突破，更因为它找对了 " 故事伙伴 "、 唯一受邀登台演示的金融科技伙伴 —— Wind 。 这背后，其实是一堂经典的营销课。 秘诀一：让专业场景说话 在发布会现场，华为没有让三折屏只停留在"看视频更爽"的日常场景，而是通过 Wind 展示了 专业级生产力 。 交易员、分析师、基金经理、投资总监，一天的工作场景被生动还原：从资讯追踪、策略验证到复盘决策，每一个场景都证明了一句话： " 这不是手机，这是随身的 PC 。 " 在折叠屏竞争白热化的今天，如何摆脱"同质化"？ 华为选择了 金融这个高门槛、强需求的专业领域 ，用 Wind 的应用证明：三折屏不只是炫酷，而是真正改变工作方式的 " 刚需 " 。 这就是差异化：别人讲娱乐体验，华为讲生产力未来。 ...

从碎片化到一屏全局：信息的革命 | w 6 0 | U E | | | | | | | | | | Alice | | | | | | . | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 开始 股票 | 债券 商品 | 外汇 | 基金 | 指数 | 衍生品 | 资管 宏观 | 资讯 | 企业 | 发现 | | | | | | 到价提醒 PAM 万得AI搜索 WS 研报平台 RPP 自选股监控 06 ··· | | | | 命首页 名我的 | 全球概览 | | × | + | | | | | | | | | | | | | > | | 全球橙员 | 全球资产观察 | | 全球宏观 | 全球休市日历 | | | | | | | | | | | | | 全球国债 | | ●一级板块 | ○二级板块 | 市种 | 原始货币 | V | | | | 大类资产指数体系说明 数据服务(Data Feed) | | | | | 最新 年初至今 近一 ...