责编： 战术恒 上版：汪云鹏 校 对： 李凌锋 据市场监管总局9月15日消息，近日，经初步调查，英伟达公司违反《中华人民共和国反垄断法》和《市场监管总局关于附加限制性条件批准英伟达公司收购迈络 思科技有限公司股权案反垄断审查决定的公告》，市场监管总局依法决定对其实施进一步调查。 受上述消息影响，英伟达美股盘前直线下挫，跌幅扩大至2.4%。 来源：市场监管总局 百万用户都在看 打卡！600万！ 突然，全线飙涨！美国，重大宣布！ 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 看券商中国 知天下财经 弊中社 券商中国 X 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 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 ， ...

主要生产需求指标保持平稳 9月15日，8月份国民经济运行情况发布。数据显示，我国生产需求基本平稳，就业物价总体稳定，新动能培育壮大， 国民经济保持总体平稳、稳中有进发展态势。国家统计局新闻发言人、总经济师、国民经济综合统计司司长付凌晖在 国新办新闻发布会上表示，三季度经济运行有望保持稳中有进发展态势。 付凌晖认为，现阶段推动CPI合理回升有利因素较多，但拐点确认仍需观察。中秋和国庆假日即将到来，将进一步带动假 日消费，消费有望继续扩容提质。随着一系列支持民营经济发展和促进民间投资政策措施的落实落地，民营经济发展环 境持续优化，将有利于拓展民间投资发展空间，支撑民间投资增长。 数据显示，8月份，从农业看，早稻小幅增产，秋粮播种面积稳中略增，长势总体正常。畜牧业生产保持稳定；从工业 看，8月份规模以上工业增加值同比增长5.2%，继续保持较快增长；从服务业看，8月份服务业生产指数同比增长5.6%， 增势好于工业。 从消费看，8月份社会消费品零售总额同比增长3.4%，以旧换新相关商品零售额继续保持较快增长。前8个月服务零售额 同比增长5.1%，增速快于商品零售额增速。从投资看，1-8月份固定资产投资同比增长0.5%， ...

9月15日，外交部发言人林剑主持例行记者会。 法新社记者提问，据媒体报道，中方已邀请美国总统特朗普在今年访问中国，但由于双方在贸易和芬太尼问题上的 分歧，美方尚未作出回应。中方对此有何回应？ "中美双方的沟通渠道是畅通的，关于你提到的具体问题，我没有可以提供的信息。"林剑说。 来源：长安街知事 责编：汪云鹏 校 对： 李凌锋 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 百万用户都在看 打卡！600万！ 突然，全线飙涨！美国，重大宣布！ 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 ...

9月15日，国家统计局发布的最新数据显示，8月份，70个大中城市中，新房价格环比上涨城市有所增加。同时，多数 城市房价同比降幅有所收窄，其中，一、二、三线城市新房价格同比降幅均收窄；二、三线城市二手房价格同比降幅 均收窄。 从房价涨幅来看，上海新房价格同环比涨幅居前，长春二手房价格环比涨幅居前。 业内人士认为，8月市场进一步朝止跌回稳方向迈进，9月上半月的市场相比8月有所好转，建议积极做好"金九银十"阶段 的楼市提振工作，未来房地产市场止跌回稳的趋势不变。 从二手房来看，8月份，一线城市二手房价环比下降1.0%，降幅与上月相同。其中，北京、上海、广州和深圳分别下降 1.2%、1.0%、0.9%和0.8%。二线城市二手房价格环比下降0.6%，降幅扩大0.1个百分点。三线城市二手房价格环比下降 0.5%，降幅与上月相同。 8月份，新房价格环比上涨的城市有9个，比上月增加3个。其中，上海、杭州、宜昌涨幅均为0.4%，并列第一；南宁涨幅 为0.3%，位列第二；沈阳、合肥、吉林涨幅均为0.2%，并列第三。另外，二手房价环比上涨的城市只有长春1个，涨幅为 0.1%。 同比来看，8月份，一线城市新房价格同比下降0.9%，降 ...

Core Viewpoint - The A-share market is experiencing a favorable trend, leading to a surge in bond issuance by securities firms to replenish capital needs [1][2]. Group 1: Bond Issuance Trends - In August, securities firms issued a total of 141 bonds, raising 293.5 billion yuan, marking a peak for the year [2][3]. - As of September 12, 2023, the total bond issuance by securities firms for the year reached 1.06 trillion yuan, a significant increase from 673.6 billion yuan in the same period last year [3][4]. - Six securities firms have issued over 50 billion yuan in bonds this year, with Galaxy Securities leading at 102.5 billion yuan [4]. Group 2: Market Conditions and Financing Needs - The surge in bond issuance is attributed to active market trading, low interest rates, and regulatory encouragement, alongside the firms' business development and debt structure adjustment needs [2][5]. - The A-share market has seen significant increases in the Shanghai Composite Index, which has crossed several key thresholds, enhancing trading activity [5][6]. Group 3: Use of Raised Funds - The primary purposes for the raised funds include refinancing existing debts at lower costs and supplementing operational capital to support business expansion [5][6]. - Analysts indicate that the shift in the securities industry towards capital-driven growth necessitates increased capital reserves through bond issuance [5][6]. Group 4: Margin Financing and Competitive Landscape - The balance of margin financing has exceeded 2 trillion yuan, indicating a growing demand for leveraged funds among high-net-worth clients [7]. - The average bond issuance interest rate for securities firms this year is 1.89%, with larger firms enjoying lower rates, enhancing their competitive edge in margin financing [7][8]. - Some smaller firms face higher financing costs, which may pressure them in the competitive landscape of margin financing [8].

日前，考古人员在青海省玛多县扎陵湖乡卓让村，扎陵湖北岸的尕日塘坡地2号陡坎左下方发现一处重要石刻，国家 文物局迅速组织石质文物保护、秦汉考古、古文字学和书法篆刻等领域专业人员调查研判。 经审慎研究， 认定该石刻为秦代石刻，定名为"尕日塘秦刻石"，是我国目前已知唯一存于原址且海拔最高的秦代刻 石 ，矗立河源，补史之缺，意义重大，具有重要的历史、艺术和科学价值。 刻石基本信息 刻石位于青海省果洛藏族自治州玛多县扎陵湖乡卓让村，地处扎陵湖北岸尕日塘坡地2号陡坎左下方，距湖岸约200 米，海拔4306米。文字刻凿壁面总长82厘米，最宽处33厘米，刻字区面积约0.16平方米，距地面约19厘米。 刻痕内部和刻石表面均含有风化次生矿物，经历了长期风化作用，排除了近期新刻可能。 来源： 央视新闻微信公众号 责编： 刘珺宇 校 对： 廖胜超 百万用户都在看 打卡！600万！ 突然，全线飙涨！美国，重大宣布！ 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 全文共12行36字，外加 ...

Core Viewpoint - The recent controversy surrounding pre-prepared dishes (pre-cooked meals) has led to significant movements in related stocks in the A-share market, highlighting the industry's potential for growth and the need for transparency and standardization in the sector [1][2][11]. Stock Movements - On September 15, several pre-prepared dish concept stocks saw notable increases, with Delisi hitting the daily limit, and other companies like Huifa Foods and Sanjiang Shopping also experiencing significant gains [1][2]. - The stock price movements were influenced by the ongoing public debate sparked by the conflict between Xibei Restaurant and Luo Yonghao regarding the use of pre-prepared dishes [2]. Industry Response - Xibei issued an apology acknowledging the gap between its production methods and customer expectations, committing to adjust its processing methods to enhance customer experience by moving more preparation to the storefront [2][11]. - The company plans to implement changes by October 1, 2025, including switching to non-GMO soybean oil for all dishes cooked with soybean oil [2]. Media Coverage - Major media outlets like People's Daily, Xinhua News Agency, and CCTV have published articles discussing the implications of the pre-prepared dish debate, emphasizing the importance of consumer rights and the need for clearer standards in the industry [11][12]. - The discussions raised critical questions about how to define pre-prepared dishes, reduce information asymmetry, and ensure quality while providing convenient services [11]. Regulatory Framework - In March 2024, a joint notice from several regulatory bodies will clarify the definition of pre-prepared dishes and outline safety regulations to promote high-quality development in the industry [12]. - The notice emphasizes the need for transparency in the use of pre-prepared dishes in restaurants, ensuring consumers are informed about what they are consuming [12]. Industry Growth Potential - According to Huaxin Securities, the pre-prepared dish industry in China is expected to grow significantly, with a projected revenue of 475.7 billion yuan by 2025, reflecting a compound annual growth rate (CAGR) of 19% from 2019 to 2022 [14]. - The per capita consumption of pre-prepared dishes has increased from 5.4 kg in 2013 to 9.1 kg in 2022, indicating room for growth compared to more mature markets [14]. - The industry is anticipated to undergo consolidation, with increased market concentration as competition stabilizes [14].

Core Viewpoint - The national economy in August maintained overall stability and progressed steadily under the strong leadership of the central government, with a focus on implementing macroeconomic policies and promoting domestic circulation [1][9]. Group 1: Industrial Production - In August, the industrial added value above designated size increased by 5.2% year-on-year and 0.37% month-on-month, with manufacturing growing by 5.7% [2]. - The equipment manufacturing industry saw an 8.1% increase, while high-tech manufacturing grew by 9.3%, outperforming the overall industrial growth by 2.9 and 4.1 percentage points respectively [2]. - The manufacturing purchasing managers' index was at 49.4, a slight increase from the previous month, indicating a stable production outlook [2]. Group 2: Service Sector Growth - The service production index rose by 5.6% year-on-year in August, with significant growth in information transmission, finance, and business services [3]. - The business activity index for the service sector was at 50.5, indicating expansion, while the business activity expectation index rose to 57.0 [3]. Group 3: Market Sales - The total retail sales of consumer goods reached 39,668 billion yuan in August, a year-on-year increase of 3.4% [4]. - Online retail sales amounted to 99,828 billion yuan, growing by 9.6%, with physical goods online retail accounting for 25% of total retail sales [4]. Group 4: Fixed Asset Investment - From January to August, fixed asset investment (excluding rural households) was 326,111 billion yuan, a year-on-year increase of 0.5% [5]. - Manufacturing investment grew by 5.1%, while real estate development investment saw a decline of 12.9% [5]. Group 5: Trade and Exports - In August, the total import and export value was 38,744 billion yuan, with exports growing by 4.8% and imports by 1.7% [6]. - From January to August, general trade grew by 2.2%, accounting for 63.9% of total trade [6]. Group 6: Employment Situation - The urban survey unemployment rate averaged 5.2% from January to August, with a slight increase to 5.3% in August [7]. - The average weekly working hours for employees were reported at 48.5 hours [7]. Group 7: Price Trends - The Consumer Price Index (CPI) decreased by 0.4% year-on-year in August, with food prices dropping significantly [8]. - The Producer Price Index (PPI) for industrial producers fell by 2.9% year-on-year, with a narrowing decline compared to the previous month [8].

三是，9月12日发改委、能源局印发《新型储能规模化建设专项行动方案（2025—2027年）》的通知，叠加近期储能大会召 开。 四是，工信部等八部门近日联合印发《汽车行业稳增长工作方案（2025—2026年）》，提出2025年力争实现全年汽车销量 3230万辆左右，其中新能源汽车销量1550万辆左右。 "宁王"爆发 在其他硬科技大跌之际，宁王爆发了。其A股早盘一度涨超14%，其H股亦大涨近9%。 "宁王"动了！ 周一早盘，A股"最劲"非宁德时代莫属。宁德时代A股涨超14%，创历史新高。其H股大涨近9%，也创下历史新高。电池板块 亦因此大幅拉升，板块涨幅一度超5%。 分析人士认为，主要有四大利好驱动： 一是，今早，中国汽车工业协会发布汽车整车企业供应商账款支付规范倡议。 二是，福建周末发布《关于加快福建经济社会发展全面绿色转型的行动方案》。 首先，中国汽车工业协会15日发布《汽车整车企业供应商账款支付规范倡议》，围绕订单确认、交付与验收、支付与结算、 合同期限等关键环节，对整车企业与供应商企业采购合同中相关内容作出规范倡议。 倡议明确，甲（整车企业）乙（供应商 企业）双方通过采购订单确认订货日期等事项；乙方应按采 ...

出海逻辑成热门主题背后隐形主线。 今年，市场主线轮动加速，人工智能、创新药、人形机器人、固态电池等热门主题轮番走强，大幅反弹行情频频上演。 若深挖这轮行情的核心推手，出海逻辑的支撑作用不容忽视。 当下，出海标的已从前期的"线索"蜕变为市场的重要隐形主线，既能释放出高速增长的业绩，又催生大量投资机会，孕 育出批量翻倍股。面对这一趋势，基金经理纷纷将其纳入重点配置范畴，而随着行情逐步演绎，部分布局精准的基金已 率先进入业绩兑现的收获阶段。 出海逻辑孕育出批量翻倍股 今年，科技与新消费主导市场超额收益，成为最大主线，人工智能、创新药、人形机器人、新消费等热门主题轮番走 强，重仓这些领域的基金更是收获颇丰。 深挖这轮行情背后，出海成为贯穿其中的重要逻辑支撑。从市场表现来看，出海标的成为不容忽视的隐形主线。对一部 分基金经理而言，出海逻辑已不再是科技成长逻辑的"补充选项"，已成为配置组合中的核心脉络。 从今年市场表现来看，热门主线题材股与出海标的高度重合，翻倍股批量涌现。 Wind数据显示，今年共有420多只翻倍股，其中超110只个股的境外收入占比超30%，其中热门基金重仓股频现。 在基金重仓的茂莱光学、新易盛、菲利华 ...