10月份居民消费价格同比上涨0.2% 国家统计局11月9日公布数据显示，2025年10月份，全国居民消费价格同比上涨0.2%。其中，城市上涨0.3%，农村下降0.2%；食品价格下降2.9%，非食品价格上涨 0.9%；消费品价格下降0.2%，服务价格上涨0.8%。1—10月平均，全国居民消费价格比上年同期下降0.1%。 10月份，全国居民消费价格环比上涨0.2%。其中，城市上涨0.2%，农村上涨0.1%；食品价格上涨0.3%，非食品价格上涨0.2%；消费品价格上涨0.2%，服务价格上 涨0.2%。 一、各类商品及服务价格同比变动情况 刚刚，国家统计局公布最新数据，2025年10月份，全国居民消费价格同比上涨0.2%。2025年10月份，全国工业生产者出厂价格同比下降2.1%，降幅比上月收窄 0.2个百分点；环比由上月持平转为上涨0.1%。 国家统计局城市司首席统计师董莉娟表示，10月份，扩内需等政策措施持续显效，叠加国庆、中秋长假带动，居民消费价格指数（CPI）环比上涨0.2%，同比上涨 0.2%，扣除食品和能源价格的核心CPI同比上涨1.2%，涨幅连续第6个月扩大。受国内部分行业供需关系改善、国际大宗商品价格 ...

投资小红书-第255期 "泉果视点"上的那条讣告下，数百条评论寄托了亲朋好友还有那些不曾谋面但深受其思想影响的投资者 的哀思。 泉果基金创始人王国斌，这位有着31年经验的投资老将，憾别了他热爱的人间。他身上最鲜明的 标签是中国资管行业传奇人物，曾一手打造了管理规模超过千亿元的东证资管。但比地位和成绩 更重要的是，他的"立德、立功、立言"让他成为中国资本市场历史上不会被忘却的人物。 就如从容投资吕俊所说："王国斌的事业也不全是一帆风顺的，也遇到过波折。面对挑战，感觉他 蛮有担当的，钦佩。人的一生不在于长短，在于物质上和精神上是否富足，他过得不差。" 王国斌离开了，但他呕心沥血搭建的投研团队体系和平台还在发挥力量。泉果桃源这只公募专户 产品在机制上安排的是"铁三角"管理模式，投资经理除了王国斌外，还有姜荷泽和周琳两位从业 经验均超过20年的投资老将。今年9月，产品也由原来的三年持有期改为了三个月持有期，更加灵 活。另外，记者在泉果基金官网上看到，其旗下的公募产品净值全部为正，部分产品净值还在创 新高。 为资本市场"立言" 王国斌开始从事券商自营和资管事业的年代，正是中国资本市场的草莽年代，就像19世纪末美国 股市 ...

Core Viewpoint - The market has shown alternating activity between A-shares and Hong Kong stocks this year, with Hong Kong stocks performing well in new consumption, technology, and innovative pharmaceuticals in the first half, while A-shares' ChiNext and Sci-Tech boards strengthened in the second half, leading to a period of volatility in Hong Kong stocks [1]. Group 1: Fund Manager Activity - Several well-known fund managers have increased their positions in Hong Kong stocks in the third quarter, particularly in AI applications and innovative pharmaceuticals, with significant increases in holdings of Alibaba and SMIC [2][3]. - The fund managed by Jiao Wei increased its Hong Kong stock allocation from 11.38% to 39.66%, a rise of approximately 28 percentage points, with Alibaba and Tencent as the top two holdings [3]. - The fund managed by Wu Hao and Jinshan raised its Hong Kong stock allocation from 4.87% to 26.66%, an increase of about 22 percentage points, with seven of the top ten holdings being Hong Kong stocks [3]. Group 2: Sector Performance - In the third quarter, the technology sector remained the most heavily weighted in Hong Kong stock funds at 37%, followed by the consumer sector at 25.16% and the pharmaceutical sector at 15.52% [5]. - The pharmaceutical sector saw the largest increase in holdings, up 3.09 percentage points, while the technology sector experienced a decrease of 1.95 percentage points [5][6]. - AI continues to be a hot topic in Hong Kong stock investments, with Alibaba's cloud services showing unexpected revenue growth driven by AI, leading to a 3.25 percentage point increase in fund holdings [6]. Group 3: Market Trends and Valuation - The recent pullback in the Hong Kong market is attributed to short-term investor sentiment changes rather than significant capital outflows, with a structural rotation in industry cycles between A-shares and Hong Kong stocks [7]. - There is a growing trend of "Hong Kong stock premium," where certain companies are trading at a premium in Hong Kong compared to A-shares, indicating a potential structural correction in the market [8]. - International investors are increasingly focusing on quality rather than just low valuations, with leading companies in high-end manufacturing, new energy, and innovative pharmaceuticals competing on a global scale [7][8].

Core Viewpoint - The establishment of Xinjiang Rural Commercial Bank has been approved, marking a significant step in the reform of the rural credit system in Xinjiang, with plans for the bank to open by the end of November 2023 [1][4][5]. Group 1: Establishment of Xinjiang Rural Commercial Bank - The National Financial Supervision and Administration has approved the establishment of Xinjiang Rural Commercial Bank, which is expected to be operational within six months from the approval date [1][4]. - Xinjiang Rural Credit Union aims to achieve its goal of opening the bank by the end of 2023, as highlighted in its 2025 work meeting [5]. - The bank's asset scale is projected to exceed 700 billion yuan upon opening, indicating significant growth potential in the region's financial landscape [6]. Group 2: Developments in Xinjiang Banking Sector - Xinjiang Bank has received approval for a capital increase, allowing it to raise 4.317 billion shares, increasing its total capital to 12.223 billion shares [7]. - The bank has also been approved to absorb and merge with Xinjiang Huihe Bank, which will enhance its asset base significantly, potentially exceeding 200 billion yuan post-merger [8]. - Xinjiang Bank's financial performance shows a revenue of 1.852 billion yuan in the first three quarters of 2023, a decrease of 7.4% year-on-year, while net profit increased by 10.34% to 395 million yuan [8].

11月8日，"官方称已对淘宝霸屏广告展开调查"的话题冲上热搜，引发广泛关注。 媒体报道，11月6日，针对淘宝"双11"期间霸屏广告乱象，杭州市余杭区市场监督管理局证实已收到相关 举报，目前已交由网监分局展开调查。 此前，有用户反映，打开多款手机App时，手指触碰或机身晃动即被强制跳转至淘宝会场，严重影响使用 体验。 责编： 刘珺宇 校 对： 王蔚 百万用户都在看 俄乌，突发！特朗普，最新发声！ 刚刚！特朗普，突变！ 这个板块，大面积涨停！重磅消息传来！ 盘中，集体爆发！两大利好，彻底引爆！ 小米，突发！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 杭州市余杭区市场监督管理局（杭州市余杭区知识产权局）相关负责人对媒体表示，该局已经收到关于淘 宝霸屏广告乱象的举报，并交由网监分局办理，目前已针对此问题展开调查。 来源：政知见 ...

Core Points - The article discusses President Trump's announcement that no U.S. officials will attend the upcoming G20 summit in South Africa, reversing his earlier statement that Vice President Pence would represent the U.S. [2][3] - Trump criticized South Africa, claiming human rights violations against white farmers, without providing evidence, and stated that U.S. representation would not occur as long as these issues persist [3][4] - South African officials expressed disappointment over Trump's decision and reiterated their stance against claims of oppression of white farmers, emphasizing their experience in addressing global divisions [7][8] Group 1 - Trump announced that no U.S. officials will attend the G20 summit in South Africa, which is scheduled for November 22-23 [2][3] - The South African government expressed regret over Trump's decision and aims for the summit to achieve consensus on reforming the international financial system [7][8] - South African President Cyril Ramaphosa highlighted the summit's focus on unity, equality, and sustainability, aiming to strengthen multilateral financial institutions [7][8] Group 2 - Trump's previous comments included accusations against South Africa regarding land and Israel policies, leading to strained relations between the two countries [5][6] - The U.S. has cut aid to South Africa, citing human rights concerns related to land expropriation laws, and has offered refugee status to South African whites [5][6] - South Africa's government is confident in the preparations for the G20 summit, believing it will boost economic demand and create jobs [8]

Core Viewpoint - The article discusses the controversy surrounding the TV series "Blossoms," focusing on allegations made by former crew member Cheng Junian regarding the misappropriation of creative work and the subsequent responses from the production team [1][4]. Group 1: Controversy and Responses - On November 8, the "Blossoms" production team released a statement addressing allegations made by Cheng Junian, claiming that his recordings were unauthorized and contained significant inaccuracies and malicious edits [1]. - On September 23, the production team clarified that Cheng was a member of the preliminary research team who left the project voluntarily, and his claims were based on subjective assumptions and fictional narratives [4]. - The controversy intensified when Cheng released recordings allegedly involving director Wong Kar-wai and screenwriter Qin Wen, leading to renewed public scrutiny of the series [5]. Group 2: Series Overview and Achievements - "Blossoms," directed by Wong Kar-wai and written by Qin Wen, features a cast including Hu Ge, Ma Yili, Tang Yan, and Xin Zhilei, and is adapted from the novel by Jin Yucheng [5]. - The series is set in 1990s Shanghai and follows the story of small characters like A Bao, who leverage opportunities and personal talents to navigate societal challenges and achieve personal growth [5]. - Following its release, "Blossoms" garnered significant viewership and received multiple awards, including the Best Screenwriter Award at the 32nd China TV Golden Eagle Awards and a nomination for Excellent Screenwriter at the 34th Feitian Awards [5].

11月7日，兴证全球基金公告，公司原总经理庄园芳升任董事长。 知名公募迎来新任董事长与总经理！ 11月7日，兴证全球基金公告称，公司原总经理庄园芳升任董事长，公司原副总经理陈锦泉自2025年11月6日起担任公司总经理、财务负责人。 据了解，庄园芳和陈锦泉都是从业多年的资管老将，且均是投研出身，拥有丰富的投研经验，且在兴证全球基金任职均超10年。 对于此次高管变更，兴证全球基金表示，两位领导都非常尊重专业，坚守责任文化，也有多年合作的默契，公司管理层的平稳更迭，为公司持续稳定发展创造了良 好的条件。 庄园芳升任兴证全球基金董事长 | 新任高级管理人员职务 | 总经理、财务负责人 | | --- | --- | | 新任高级管理人员姓名 | 陈锦泉 | | 是否经中国证监会核准取得高管任职资格 | 不适用 | | 中国证监会核准高管任职资格的日期 | 不适用 | | 任职目期 | 2025年11月6日 | | 过往从业经历 | 历任华安证券股份有限公司证券投资总部 | | | 投资经理,平安保险资产运营中心高级组 | | | 合经理,平安资产管理公司投资管理部副 | | | 总经理,自2010年8月加入兴证全球基 ...

Core Insights - The founder of Yushu Technology, Wang Xingxing, has demonstrated foresight in technology trends, having conceptualized the robotic dog as early as 2013 and formalized ideas for quadruped robots in 2014 and 2015 [1][2] - The advancements in AI and large model technologies have revitalized the potential for humanoid robots, which had previously been deemed commercially unviable [1] Group 1 - Wang Xingxing's early vision for robotic technology included the idea of a robotic dog, which he considered as a potential entrepreneurial venture back in 2013 [1] - The company has a history of exploring quadruped robot development as early as 2014 and 2015, indicating a long-term strategic vision [1] - The evolution of AI technologies has significantly accelerated the development of humanoid robots, which were previously seen as lacking practical value [1] Group 2 - Wang Xingxing advises aspiring tech entrepreneurs to envision future directions, emphasizing that a strong vision can lead to success despite initial challenges [2] - The current environment is more favorable for young innovators compared to when Yushu Technology was founded in 2016, with valuations and attention having increased significantly [2] - The challenges in the tech field can also present unique opportunities, as fewer competitors may exist in emerging areas [2]

Macro Dynamics - The Chinese Ministry of Commerce has responded to the Netherlands' Economic Minister's statement regarding ASML, emphasizing the need for substantive actions to restore global semiconductor supply chain stability [2] - The Chinese government has agreed to the Netherlands' request for discussions in China [2] Regulatory Actions - The National Radio and Television Administration of China has initiated a special governance project to address inappropriate animation micro-dramas and short videos, including AIGC, comics, and emoji-based content, to create a safer online environment for minors [3] Electric Vehicle Regulations - The National Certification and Accreditation Administration of China has announced strict management of electric bicycle certification, with all existing certifications based on outdated standards to be revoked by December 1, 2025 [5] Economic Relations - Canadian Prime Minister Carney stated that the historically close economic relationship between Canada and the U.S. has ended, calling for a rapid and thorough change in Canada's economic strategy [6] Financial Institutions - Industrial and Commercial Bank of China plans to issue financial bonds with a maximum scale of 488 billion RMB or equivalent foreign currency for the year 2026 [7] Market Data - U.S. stock markets ended mixed, with the Nasdaq down 0.21% and the S&P 500 up 0.13%, marking the end of a three-week rising streak [8] Company Dynamics - Meta's internal documents revealed that approximately 10% of its projected annual revenue for 2024, around 11.4 billion RMB, may come from fraudulent advertisements, with the platform displaying 15 billion high-risk ads daily [10] - American Airlines and United Airlines announced significant flight cancellations due to a 4% reduction mandate from the FAA [11] - China Aluminum responded to recent executive changes, stating they are normal personnel adjustments [12] - Pfizer has agreed to acquire Metsera for $10 billion, concluding a bidding war with Novo Nordisk [13] - Honor plans to launch a Robot Phone that integrates AI and high-definition imaging technology next year [14]