据"廉洁深圳"发布，深圳市政协原常委姚任涉嫌严重违纪违法，目前正接受深圳市纪委监委纪律审查和监察调查。 来源：廉洁深圳 责编：王璐璐 校 对：彭其华 百万用户都在看 打卡！600万！ 利好来袭！人工智能，突传重磅！ 太突然！刚刚宣布：裁员9000人！ 创新药，突发！ A股，风云突变！发生了什么？ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 券中社 券 商 中 国 × 券 中 社 扫 码 下 载 券 中 社 A P P 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 券中社APP 弊中社 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, 未 经 授 权 禁 止 转 载 ， 否 则 将 追 究 相 应 法 律 责 任 。 看券商中国 知天下财经 ...

Core Viewpoint - The artificial intelligence sector is experiencing significant momentum, driven by major developments and predictions regarding computational power and AI capabilities [1][4][5]. Group 1: AI Developments - The DeepSeek-R1 model research paper, led by Liang Wenfeng, was featured on the cover of the prestigious journal Nature, marking a significant milestone as the first mainstream large language model to undergo peer review [3]. - Elon Musk stated that xAI has the potential to achieve Artificial General Intelligence (AGI) through its GROK 5 model, while the Colossus 2 data center is set to become the world's first G-Watt level cluster [4]. - Huawei predicts that by 2035, the total computational power in society will increase by 100,000 times, with AI storage capacity demand expected to grow by 500 times compared to 2025 [4]. Group 2: Market Performance - Semiconductor stocks surged in early trading, with SMIC A-shares rising over 7% and Huahong Semiconductor also seeing a similar increase, while the semiconductor ETF rose nearly 6% [2]. - The AI-related ETFs also performed well, with the semiconductor ETF increasing by over 4% and the Sci-Tech AI ETF rising by over 3% [1][2]. Group 3: Industry Growth - China's AI industry is projected to exceed 700 billion yuan in scale by 2024, maintaining a growth rate of over 20% annually [5]. - The World Trade Organization forecasts that AI applications could boost global trade by nearly 40% by 2040, with trade volumes expected to increase by 34% to 37% under favorable policies [5][6].

中国人民银行官网今天发布消息，为丰富香港高信用等级人民币金融产品，完善香港人民币收益率曲线，根据中国 人民银行与香港金融管理局签署的《关于使用债务工具中央结算系统发行中国人民银行票据的合作备忘录》， 2025 年9月22日（周一）中国人民银行将通过香港金融管理局债务工具中央结算系统（CMU）债券投标平台，招标发行 2025年第七期中央银行票据 。 第七期中央银行票据面值为人民币100元 ，采用荷兰式招标方式发行，招标标的为利率。 第七期中央银行票据期限6个月（182天），为 固定利率附息债券 ，到期还本付息， 发行量为人民币600亿元，起 息日为2025年9月24日，到期日为2026年3月25日 ，到期日遇节假日顺延。 来源：央行 责编：王璐璐 校 对：彭其华 百万用户都在看 打卡！600万！ 创新药，突发！ A股，风云突变！发生了什么？ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 利好来袭！人工智能，突传重磅！ 太突然！刚刚宣布：裁员9000人！ ...

Core Viewpoint - The essence of finance is to serve the people, with a focus on inclusive finance as a core direction for wealth management, aiming to meet diverse needs through precise services and technological innovation [2][3]. Group 1: Inclusive Finance Initiatives - The company aims to address the low efficiency and precision of traditional financial services by establishing a comprehensive service system that covers small and medium investors, transitioning from broad coverage to precise reach [3]. - The company has launched several inclusive services, including providing free intelligent investment advisory tools to 67,000 eligible small and medium investors and conducting investor education activities for 95,000 participants [4]. - The company has developed the "Xinditing AI Smart Data Platform," which democratizes access to professional financial services, allowing users to interact in natural language without needing technical knowledge [5][6]. Group 2: Technological Innovation - The "Xinditing AI Smart Data Platform" supports various functions such as strategy backtesting and market trend warnings, previously available only to institutional clients, now accessible to a broader audience [6]. - The platform is backed by 20TB of comprehensive financial data, providing nearly 20 years of financial data assets for investors to validate their investment strategies [6]. - The platform includes modules for strategy construction, portfolio optimization, performance backtesting, and return attribution, catering to the entire investment process [6]. Group 3: Community Engagement and Support - The company has established a network of 317 branches nationwide to enhance financial literacy and service accessibility in rural areas, addressing the lack of financial knowledge among villagers [7][8]. - Initiatives include organizing educational events and providing customized financial services to meet the specific needs of rural communities, thereby reinforcing the foundation of inclusive finance [7][8]. - The company emphasizes the integration of professional financial services with community care, ensuring that financial knowledge is accessible and relevant to local populations [8].

市场情绪依旧乐观！ 今日（9月18日）早间，日本、韩国股市集体高开。其中，日经225指数开盘涨0.27%；韩国KOSPI指数涨0.57%。 亚太盘初，美股三大指数期货也集体上涨，截至券商中国记者发稿，道琼斯指数期货涨0.31%，标普500指数期货涨 0.37%，以科技股为主的纳斯达克100指数期货涨0.47%。贵金属也重拾升势，现货黄金涨0.31%，现货白银涨0.36%。 韩国综合指数开盘涨0.57%报3432.77点。权重股方面，SK海力士涨1.95%，韩华宇航涨1.65%，现代重工涨1.58%， HYUNDAI ELECTRIC涨1.36%。 韩国央行称，美联储政策路径仍有高度不确定性。韩国财政部则表示，美联储降息对韩国的影响有限，将密切监测金融 市场风险。韩国财政部称，韩国将密切监控关税谈判、家庭债务问题，也将监控房地产和石化行业。 值得关注的是，隔夜美股市场上，中国资产集体大涨。截至周三美股收盘时，纳斯达克中国金龙指数涨2.85%。个股方 面，百度大涨超11%，万国数据涨超7%，蔚来涨超6%，金山云涨超5%，腾讯音乐涨超3%，哔哩哔哩、阿里巴巴、理 想汽车涨超2%，京东、网易涨超1%。 凌晨，美联储降 ...

Core Viewpoint - The article discusses the unprecedented challenges faced by data center infrastructure due to the explosive growth in computing power demand driven by artificial intelligence (AI) technologies, emphasizing the need for a new generation of Artificial Intelligence Data Centers (AIDC) [1][4]. Group 1: AIDC Development and Standards - The first AIDC Industry Development Conference was held in Shanghai, where representatives from various sectors discussed standardization, technology collaboration, and ecosystem synergy, leading to the pre-release of the "AIDC Infrastructure Specification" to guide AIDC construction over the next 2-3 years [2][8]. - The AIDC infrastructure standard aims to address the challenges of planning, delivery, and operation in the rapidly evolving AIDC industry, promoting standardized and scalable development [8][9]. Group 2: Computing Power Demand - The demand for computing power is experiencing explosive growth as AI technology penetrates various industries, becoming a key driver of technological revolution and industrial transformation [4][5]. - The compound annual growth rate (CAGR) for domestic AI servers is over 20%, while the scale of intelligent computing power is growing at over 30%, indicating a need for continuous upgrades in AI infrastructure [5][6]. Group 3: Challenges in AIDC Construction - AIDC construction faces significant challenges related to heat, electricity, and space, as well as a lack of standards and long construction cycles, which complicate the establishment of AI data centers [8][9]. - The industry is currently in a phase of exploration, leading to cost inefficiencies and extended delivery times, with data center construction often taking years, which delays the deployment of AI equipment [8][9]. Group 4: Future Trends and Innovations - By 2035, the total computing power in society is projected to increase by 100,000 times, with disruptive innovations expected in computing architecture, materials, engineering processes, and computing paradigms [5][6]. - The emergence of large models in AI is expected to create numerous new application scenarios, marking a period of rapid application explosion in the AI industry [6][7].

Group 1 - The core viewpoint of the article highlights the significance of the DeepSeek-R1 reasoning model, which has been recognized in the prestigious journal Nature, marking a milestone in the field of large language models [1] - The latest paper provides more detailed insights into the model's training process and addresses initial criticisms regarding its distillation, showcasing the model's advancements since its first release [1] - DeepSeek-R1 is noted as the first mainstream large language model to undergo peer review, breaking a significant gap in the industry where most models have not been independently evaluated [1]

9月17日晚，云南耿马傣族佤族自治县公安局发布警情通报：近日，我局接群众举报称，"有人穿警服直播带货，请 警方调查处理"。接报后，公安机关迅速开展调查工作。 经查，谢某某（男，36岁，河北雄县人）在拍摄电影休息期间，身着带有明显警用标志的服装直播带货，造成不良 社会影响。根据《中华人民共和国人民警察法》第三十六条规定，我局依法对谢某某处以行政拘留7日。 警方提示：人民警察的警用标志、制式服装、警械、证件为人民警察专用，其他个人和组织不得持有和使用。网络 空间不是"法外之地"，请广大网民文明上网、依法上网，共建清朗网络空间！ 券中社 券 商 中 国 × 券 中 社 扫 码 下 载 券 中 社 A P P 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 券中社APP 弊中社 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, 未 经 授 权 禁 止 转 载 ， 否 则 将 追 究 相 应 法 律 责 任 。 看券商中国 知天下财经 来 源： 耿马傣族佤族自 ...

Core Viewpoint - The offshore RMB has strengthened against the USD, indicating a potential long-term appreciation cycle for RMB assets, with significant inflows into Chinese technology stocks in the Hong Kong market driven by expectations of US Federal Reserve interest rate cuts [2][4]. Currency and Market Performance - On September 17, the offshore RMB broke the 7.10 mark against the USD, reaching a high of 7.0995, the first time since November of the previous year. The onshore RMB also hovered around the 7.10 mark, with a peak of 7.1036 [3]. - The Hong Kong dollar has also strengthened, moving away from the weak end of its peg against the USD, trading at 7.78 HKD per USD as of September 17 [3]. - The one-month Hong Kong Interbank Offered Rate (HIBOR) has decreased from 4% at the end of August to 3.21% on September 17, indicating easing liquidity conditions [3]. Foreign Investment Trends - There has been a notable increase in foreign capital inflows into Chinese assets, with foreign investment in the Hong Kong market rising to 66%, compared to 79% in 2022, suggesting room for further growth [4]. - In August, foreign investors allocated nearly $45 billion to emerging market stocks and bonds, with China receiving a significant portion, totaling a net inflow of $39 billion in bonds and stocks [4]. Southbound Capital Inflows - Southbound capital has accelerated, with over 110 billion HKD added in September alone, contributing to a total net purchase of over 1.1 trillion HKD year-to-date. Internet leading companies have been the focus of this inflow [5]. - The Hang Seng Tech Index surged by over 11% in September, reaching a new high of 6300 points, with significant contributions from major tech stocks like Tencent and Alibaba [5][6]. Market Outlook - The Hang Seng Tech Index is currently valued at only half of the Nasdaq, indicating substantial room for valuation recovery. The market is expected to benefit from abundant liquidity and the anticipated US interest rate cuts [5][6]. - The combination of easing monetary policy in both the US and China is likely to create a favorable environment for further capital inflows into the Hong Kong stock market, which is viewed as a global valuation low point [6].

市场的剧烈波动与美联储主席鲍威尔随后召开的货币政策新闻发布会密切相关。他表示，无需迅速调整利率，可以把今天的举动看作是风险管理式的降息。这意味 着美联储并不会进入持续性的降息周期。 最新公布的利率点阵图显示，美联储官员们的中位预期是今年年内还将再降息两次（各25个基点），比今年6月的预测多出一次。同时，美联储官员们预计，在今 年降息3次后，2026年、2027年将各降息25个基点。 美联储重大宣布 美联储降息"靴子"落地！ 北京时间9月18日凌晨2点，美联储宣布，降息25个基点，将联邦基金利率 从4.25%—4.50%降至4.00 % —4.25% ，符合市场预期。美联储公布利率决议后，市场反应 剧烈，美股三大指数短线冲高后迅速跳水，美元指数直线跳水，一度创出2025年以来新低，随后大幅拉升，由跌转涨。 FOMC还表示，将继续减少其持有的美国国债、机构债务和机构抵押贷款支持证券。 美联储降息的决议公布后，市场反应剧烈，美股三大指数一度集体冲高，随后迅速跳水，截至收盘，道指涨0.54%，纳指跌0.33%，标普500指数跌0.1%。美股大型 科技股多数走低，博通大跌近4%，英伟达跌超2%，亚马逊、甲骨文跌超1%， ...