重磅收购引爆 北京时间9月22日晚间，美股开盘后，Metsera股价大幅飙升，盘初一度暴涨超63%，截至22:30，涨幅达62.94%。 | 54.292+ | 最 盲 | 54.460 今 开 | 52.591 | | --- | --- | --- | --- | | +20.972 +62.94% | 最 最 低 | 52.260 昨 收 | 33.320 | | 成交额 | 4.74亿 市盈率TTM | 亏损 总市值 · 57.04亿 | | 超级赛道突传重磅收购。 受美国医药巨头辉瑞重金收购的消息刺激，美国减肥药物开发商Metsera股价大幅拉升，盘初一度暴涨超62%。有分析指出，这意 味着辉瑞将强势回归减肥药赛道，其通过收购Metsera，有望快速获得成熟的药物管线和临床数据，避免从零开始的漫长研发周 期。 美股市场整体维持窄幅震荡格局，三大指数盘初小幅下挫后，集体翻红。值得注意的是，在美股不断刷新历史高点的背景下，有 华尔街机构警告称，最近的美股涨势与20世纪90年代末的科技泡沫有些相似。即使美股上市公司的盈利继续改善，但目前的估值 水平已经过高了。 有消息称，辉瑞公司已接近达成一项交易，计划以 ...

★ 宏观动态 ★ 中国海军三型舰载机在福建舰成功完成起降训练 据央视新闻，记者22日从海军有关部门获悉，在纪念中国人民抗日战争暨世界反法西斯战争胜利80周年大会上 受阅的歼-15T、歼-35和空警-600三型舰载机，已于此前成功完成在福建舰上的首次弹射起飞和着舰训练。这 是我国航母发展历程中取得的又一次突破，标志着福建舰具备了电磁弹射和回收能力，对推进海军转型建设具 有里程碑意义。 深圳机场自9月23日20时起暂停航班运行 根据台风"桦加沙"影响评估，预计9月23日夜间至24日白天为台风对深圳机场运行影响最强时段。为确保航班 运行和旅客出行安全，深圳机场将于9月23日20时起暂停航班运行，恢复运行时间将根据台风动态和影响情况 而定。 8月中国游戏市场实际销售收入292.63亿元，同比下降13.01% 中国音数协游戏工委发布2025年8月中国游戏产业月度报告，8月中国游戏市场实际销售收入为292.63亿元，虽 然环比增长0.61%，但同比下降了13.01%。这一下滑并非由单一原因造成，而是"用户消费行为转变"与"行业产 品迭代断档"共同作用的结果。核心原因在于去年同期的收入基数被现象级产品《黑神话：悟空》推至高 ...

Core Viewpoint - Gold prices have surged significantly, reaching historical highs, driven by expectations of further monetary easing from the Federal Reserve and increased demand from central banks and investors [1][5][8]. Group 1: Gold Price Movement - On September 22, gold prices rose sharply, with spot gold reaching $3720 per ounce, marking a daily increase of over 1% and a cumulative increase of over 12% since August 20 [1]. - Year-to-date, gold prices have increased by more than 42%, with both spot gold and COMEX gold futures showing similar gains [3]. - Following the recent price surge, gold-related stocks in both U.S. and A-share markets experienced significant gains, with several companies seeing increases of over 3% to 9% [1]. Group 2: Federal Reserve's Monetary Policy - The Federal Reserve announced a 25 basis point rate cut, indicating a trend towards more accommodative monetary policy, which is expected to support higher gold prices [5][7]. - Market expectations suggest that there may be additional rate cuts in the near future, with probabilities of further cuts in October and December being 91.9% and 78.6%, respectively [7]. Group 3: Institutional Predictions - Major financial institutions, including JPMorgan and UBS, have raised their gold price forecasts, predicting that gold could reach $3800 per ounce by the end of 2025 and potentially exceed $4000 per ounce in early 2026 [6][8]. - JPMorgan's analysis indicates that gold prices typically rise during and after Fed rate cut cycles, with historical data showing double-digit returns within nine months of rate cuts [5][6]. Group 4: Market Drivers - The ongoing geopolitical tensions and concerns over the U.S. economic policies are contributing to increased demand for gold as a safe-haven asset [7][9]. - The trend of central banks increasing their gold reserves is also a significant factor supporting gold prices, as they remain less sensitive to price fluctuations [8][9].

超强台风"桦加沙"即将到来！ 今年第 18 号台风"桦加沙"（超强台风级）的中心今天（ 22 日 ）17时位于 广东省阳江市东偏南方向约 99 0 公里的巴士海峡海面上， 中心附近最大风力17级（60米/秒）。 中央气象台22日18时发布 台风橙色预警 ：预计，" 桦加沙"将于 23 日凌晨 移入 南海东北部海面， 将于 24 日 在广东 深圳 到 徐闻 一带沿海登陆 （强台风级或超强台风级， 14-16 级， 45-52 米 / 秒），登陆后 强度逐渐减弱。 大风预报： 22 日 20 时至 23 日 20 时，巴士海峡、南海东 部和北 部 、台湾海峡、台湾以东洋面、东 海 南部 、东沙群岛、浙江沿海、福建沿海、广东 中 东部沿海、珠江口区、台湾岛沿海将有 6 -9 级 大风 、阵风 10-11 级 ，其中，巴士海峡、南海东北部的部分海域风力有 10-13 级、阵风 14-15 级， 台风中心经过的附近海域或地区风力可达 14-1 7 级、阵风 17 级以上。 降水预报： 22 日 20 时至 23 日 20 时， 台湾岛中东部 以及 广东东部、 福建东北部、浙江东南部 等 地的沿海地区 有大到暴雨， 其中 ...

国防部长董军22日在京会见由美国国会众议院军事委员会首席成员史密斯率领的众议员代表团一行。 百万用户都在看 突发！A股公司董事长，被留置！ 刚刚！外围，突传重磅消息！ 外资股东大动作！大牛股，突发公告！ 突传利好！特斯拉，大消息！ 突然！尾盘，多只牛股异动！发生了什么？ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 来源：新华社 看券商中国 知天下财经 责编：汪云鹏 校 对：王蔚 F 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , 董军说，习近平主席近日同特朗普总统通话强调，中美完全可以相互成就、共同繁荣，造福两国、惠及世界。 希望各位议员排除干扰制约因素，采取建设性务实举措，为改善两军关系、促进中美相向而行贡献积极力量。 中国军队愿与美军构建平等尊重、和平共处、稳定正向的两军关系，同时 ...

Core Viewpoint - The cryptocurrency market experienced a significant downturn on September 22, with major cryptocurrencies like Bitcoin and Ethereum seeing substantial price drops, influenced by macroeconomic factors and rising concerns over a potential U.S. government shutdown [1][2]. Cryptocurrency Market Summary - On September 22, Bitcoin fell over 3% to a low of $112,000, while Ethereum dropped more than 9% to a low of $4,085 [2]. - In a single hour, over $1 billion in cryptocurrency contracts were liquidated, with 97% being long positions. In total, $1.7 billion was liquidated within 24 hours, affecting over 407,000 traders, with more than 90% of liquidations being long positions [1][2]. - The largest single liquidation occurred on OKX-BTC-USDT-SWAP, valued at $12.74 million [2]. Macroeconomic Factors - Federal Reserve Chairman Jerome Powell indicated that there would be no rapid adjustments to interest rates, leading to a decline in market enthusiasm for potential rate cuts. The focus has shifted to an uncertain macroeconomic environment [1][3]. - The risk of a U.S. government shutdown has increased, further pressuring the cryptocurrency market. The Senate rejected a temporary funding bill, raising concerns about government operations [5][6]. Economic Indicators - The Federal Reserve's recent decision to lower interest rates by 25 basis points to a target range of 4.00% to 4.25% did not lead to a rally in the cryptocurrency market, as traders remain cautious amid economic uncertainties [3]. - The upcoming release of the U.S. Personal Consumption Expenditures (PCE) price index is anticipated, with Powell predicting a year-on-year increase of 2.7% for August [4]. Employment and Economic Sentiment - Recent reports indicate a stagnation in U.S. job growth, with new job additions in the past three months being only one-third of last summer's figures. A survey revealed that 63% of Americans believe it is a bad time to find a job, reflecting growing economic uncertainty [7].

2025年国庆中秋假期 快要到了 本周上班时间有变！ 9月28日（周日）要上班 ⏰ ⏰ ⏰ 根据国务院办公厅 关于2025年部分节假日安排的通知 国庆节逢中秋节合并放假8天 9月28日（周日）、10月11日（周六） 闹钟记得定好 要上班 10月1日（周三）至8日（周三） 放假调休 | | 29 初八 | 22 八月 | 15 甘四 | 8 十七 | 1 初十 | | | --- | --- | --- | --- | --- | --- | --- | | | 30 初九 | 23 秋分 | 16 #포 | 9 ＋八 | tn | | | TELEVITY | | 24 初三 | 17 | 10 十九 | tw | | | | | 25 初四 | 18 甘七 | 11 | 4 += | Z | | FE 24 Ext | | 26 初五 | 19 甘八 | 12 甘一 | 5 +m | 览 | | | | 27 初六 | 20 甘九 | 13 | б +五 | 六 | | | | 401 28 初七 | 21 | 14 甘三 | 7 白露 | 日 | 六 ll 四 H F 休 作 作 17 2 t 4 1 国 ...

Core Viewpoint - The article discusses the potential delisting of *ST Guangdao from the Beijing Stock Exchange due to significant violations related to false disclosures in its financial reports, marking a potential first case of mandatory delisting for major violations on this exchange [1][2][3]. Summary by Sections Announcement of Delisting - *ST Guangdao received a notice from the Beijing Stock Exchange on September 19, 2025, regarding the proposed termination of its stock listing due to violations identified in its financial disclosures from 2018 to 2023 [1][3]. Violations and Penalties - The China Securities Regulatory Commission (CSRC) issued an administrative penalty decision, stating that *ST Guangdao's disclosures contained false records, which constitutes a major violation under the stock exchange rules, potentially leading to mandatory delisting [3][5]. Risk of Delisting - The company has issued thirteen warnings about the risk of delisting, indicating ongoing investigations and the possibility of being subjected to mandatory delisting due to significant violations [4]. Administrative Penalties - The CSRC has imposed a fine of 10 million yuan on *ST Guangdao for its violations, along with penalties on other relevant executives [5]. Sponsor's Compensation Actions - The case represents the first instance of a sponsor institution initiating advance compensation for investors affected by *ST Guangdao's violations. The sponsor has announced plans to establish a special fund for compensating eligible investors [6][7].

Core Viewpoint - The Chinese public fund industry is transitioning from domestic to international, aiming for high-quality development and global market presence through various strategies such as QDII business expansion and partnerships with overseas financial institutions [1][2][4]. Group 1: Industry Development - The Chinese public fund market has matured, with total assets surpassing 35 trillion yuan by July this year, prompting a collective vision for international business expansion [2]. - Recent initiatives include the launch of a FOF fund in Thailand, showcasing the active engagement of Chinese public funds in overseas markets [2]. - The establishment of overseas subsidiaries has expanded from Hong Kong to other regions like Macau, Singapore, and New York, with over 20 public funds already having set up such entities [2][3]. Group 2: Internationalization and Global Pricing Power - The internationalization of public funds is driven by the maturation of the industry and the evolving needs of investors, facilitating better global pricing for Chinese assets [4]. - The increasing demand for diversified asset allocation among domestic investors is pushing public funds to explore international markets [5]. - The expansion of mutual fund products, such as ETFs, has reached 265, providing significant avenues for global investors to access Chinese assets [3]. Group 3: Competitive Advantages - Chinese public funds possess unique competitive advantages in the international market, including strong learning capabilities, a large pool of skilled financial talent, and a robust domestic market [7]. - The integration of Chinese technology with local industries in regions like the Middle East is creating opportunities for customized investment products [6]. - The ongoing global re-evaluation of Chinese assets positions public funds favorably for international investments [7]. Group 4: Risk Management and Challenges - The globalization of public funds necessitates enhanced risk management capabilities, particularly in understanding diverse regulatory environments and market conditions [8][9]. - Challenges such as high information acquisition costs, currency fluctuations, and compliance risks require public funds to develop comprehensive risk management systems [9]. - Continuous research and collaboration with international institutions are essential for improving overseas investment capabilities and addressing investor concerns [9].

Group 1 - The article discusses the stance of North Korea regarding its nuclear weapons, emphasizing that North Korea will not abandon its nuclear arsenal unless the U.S. drops its insistence on denuclearization [1] - The Chinese government expresses concern over the developments on the Korean Peninsula and advocates for maintaining peace and stability in the region, highlighting the importance of a political resolution to the issues at hand [1] - The spokesperson calls for all parties to recognize the root causes of the Korean Peninsula issues and to work towards easing tensions and maintaining regional stability [1]