另一方面，韩国出发的对美集装箱运输量减少18%，台湾出发减少19%，日本出发减少11%。 按商品类别来看，运输量最大的家具类减少9%。玩具及运动用品（减少20%）等与个人消费相关的商 品运输量下滑。电子电器产品（减少18％）、汽车相关产品（减少16％）等也表现不佳。 美国调查公司笛卡尔数据（Descartes Datamyne）汇总的数据显示，9月亚洲发往美国的海上集装箱运输 量为169万6044 个（按20英尺集装箱换算），同比减少10%。3个月来首次低于上年，从中国出发的运 输量降幅扩大。 从中国大陆出发的对美集装箱运输量同比减少18%，降幅比8月的6%明显扩大。受中美关税对立影响， 货物运输陷入停滞。 通常情况下，7～9月是商家为美国年底商战备货、商品运输量容易增长的时期。但因关税谈判的不确定 性，部分商家提前运输中国商品，或者把采购来源地转向中国以外的国家，导致了中国出发的运输量大 幅减少。 从东南亚和南亚出发的货物运输量则持续呈增长态势。在对美集装箱运输量排名中仅次于中国的越南， 9月运输量同比增长19%。印度出发增长2%，马来西亚出发增长86%。泰国出发仅减少1%，降幅较小。 停靠在港口的集装箱船 ...

日经GO 东京23区二手房价创新高，1年涨37% 原创 阅读全文 ...

编者荐语： 日经中文网与36氪开展内容交换合作。将精选36氪的精彩独家财经、科技、企业资讯，与读者分享。 双汇的火腿肠，白象的方便面，思念的汤圆，三全的水饺，锅圈食汇的火锅食材......这些超市货架上的家常速食，也都是从河南诞生、并逐步发展起来的食 品巨头。 | 5 × 7 : ( ) 円 目 K 00 / + = 1 = | | | | | | | --- | --- | --- | --- | --- | --- | | 企业 | 品牌 | 注册地 | 主营 | 销售规模 | 市场份额 | | | | | | (2023年:亿元) | (%) | | 三全食品 | 三全、龙凤 | 河南省郑州市 | 速冻调理:水饺、汤圆、云 | 74. 34 | 20%至 40% | | | | | 吞、馅饼等 | | | | 思念食品 | 思念 | 河南省郑州市 | 速冻调理:水饺、汤圆、云 | 1 | | | | | | 吞、馅饼等 | | | | 千味央厨 | 千味、岑夫子、 | 河南省郑州市 | 油条、麻团、蛋挞、蒸包等 | 19.01 | 1%至 2% | | | 千味解忧炸货 | | | | | | | 铺、 ...

习近平也表示愿意推进战略互惠关系，表示愿与高市首相加强沟通，共同推动中日关系沿着正确轨道发 展。还评价了高市早苗及其新内阁重视中日关系。 中国方面一直对高市早苗重视台湾的立场以及她几乎每年参拜靖国神社的历史观保持警惕。按惯例，中 国国家主席会在日本新首相就任时发来贺电，但此次由中国总理李强发送了贺电。外界普遍认为北京是 在观望高市的动向。 高市早苗在10月24日的施政方针演说中谈到中国时表示，"作为重要的邻国，有必要构筑建设性且稳定 的关系"。她也放弃了在10月17至19日在靖国神社"秋季例大祭"期间参拜。在28日举行的日美首脑会谈 中，高市早苗也没有指名批评中国。 日本政府内部存在担忧，认为美国总统特朗普今后可能会与中国接近。政府的立场是虽然会就应当指出 的问题向中国提出主张，但应避免加深对立。 在长期的中美对立持续的背景下，中国认为与日本关系恶化并非明智之举。考虑到日中之间存在偶发冲 突风险，从危机管理的角度出发，维持首脑对话也属必要。 日本首相高市早苗在APEC首脑会议前与中国国家主席习近平打招呼（图片来自高市早苗的X账号，10月31日，韩国庆州，Kyodo） 在会谈开始时，两国首脑互相握手。高市早苗在 ...

在10月31日的东京股市上，日经平均股价指数继续上涨，收于52411.34点，较前一日上涨 1085.73点（2.12%），首次突破52000点大关。 尽管前一日美股下跌，且美国Meta股价大幅下挫，但受日本央行货币政策会议后日元贬值、 美元升值以及日美企业强劲财报的支撑，买盘依然强劲。最终日经平均股指收于当日最高 点。 日经平均股指31日收于52411.34点。受日元贬值以及日美企业强劲财报的支撑，买盘强劲…… 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 日经中文网 https://cn.nikkei.com 视频号推荐内容： ...

Core Viewpoint - The recent launch of the "iPhone 17" series has significantly boosted Apple's sales and profits, exceeding market expectations, with a notable increase in stock price during after-hours trading [2][4]. Financial Performance - For the fiscal quarter from July to September 2025, Apple reported a sales revenue of $102.466 billion, representing an 8% year-over-year growth [2]. - The net profit for the same period reached $27.466 billion, marking an impressive 86% increase compared to the previous year [2][5]. - Earnings per share (EPS) for the quarter stood at $1.85, surpassing market forecasts [4]. Market Impact - Following the positive financial results, Apple's stock price experienced a rise of approximately 4% in pre-market and after-hours trading [2][4]. - The strong sales performance of the new iPhone models contributed to setting a historical sales record for the July to September quarter [4]. Cost Considerations - Due to the tariffs imposed by the Trump administration on imports from China, it is anticipated that Apple's tariff costs will increase by 30% in the upcoming quarter (October to December), reaching $1.4 billion [2].

Group 1 - The core viewpoint of the article indicates that China is adopting a tougher stance in negotiations compared to the first Trump administration, requiring corresponding returns for any concessions made [2] - On October 30, the leaders of China and the U.S. reached a consensus to not expand high tariffs and export controls, although fundamental issues remain unresolved [2] - Both countries are in a precarious state, maintaining pressure while showing signs of easing tensions [2] Group 2 - China has postponed the new rare earth export controls originally set for December 1 by one year [4] - The U.S. has delayed its effective embargo measures on subsidiary companies and the imposition of "port fees" on Chinese vessels for one year, while China has also postponed its countermeasures for the same duration [6] - Trump expressed confidence in the outcomes of the summit, claiming that all issues reached consensus, yet underlying instability factors persist [6]

比特币设计为新发行速度以约每4年1次的频率减为一半。根据减半期相关的经验法则，现在本应进入下 跌阶段，但这一次情况尚未出现。其背后原因之一是机构投资者的影响力增强…… 作为代表性加密资产（虚拟货币）的比特币，仍在高位区间运行。自2024年4月比特币迎来 新发行量减半的"减半周期"以来，已过去一年半。按照市场经验法则，现在本应进入下跌阶 段，但这一次情况尚未出现。其背后原因之一，是机构投资者的影响力增强，市场主要参与 者已经发生了更替。 比特币的可发行总量是预先确定的，设计为新发行速度以约每4年1次的频率减为一半。自 2024年4月迎来第四次减半期以来，到2025年10月已经过了一年半。 根据减半期相关的经验法则，由于发行量减少有助于供需改善的预期，行情一度上升，在1～ 1年半后价格出现大调整。实际上，在第1～3次减半期，价格上涨之后，均在1年半以内进入 了漫长的下跌局面。虽然中国经济减速和美国货币紧缩等原因不同，但时机一致。 这次会怎么样？比特币价格在截至10月下旬的一年半时间里上涨了70%，目前在11万美元左 右的高位震荡。虚拟货币兑换公司BACKSEAT加密资产交换业的社长前田庆次认为，"减半期 的经验法 ...

Core Insights - Mining stocks have been identified as "invisible winners" during the Trump era, significantly outperforming global stock indices and IT indices, with a notable increase of 20% and 30% respectively by the end of 2024 [2][4] - Recent declines in gold and rare earth stocks indicate a shift in market sentiment, as mining stocks have dropped 6% from their mid-October highs [2][4] - The easing of geopolitical tensions between the US and China has led to a reduction in investments in mining stocks, which were previously seen as a hedge against these risks [5][8] Group 1: Mining Stock Performance - The "Metals and Mining" sector saw a peak increase of 54% compared to the end of 2024, but has since reverted to September levels, losing momentum [4] - Mining stocks outperformed the aerospace and defense index, which rose by 55%, during a period of heightened geopolitical tensions [4] Group 2: Geopolitical Factors - The initial surge in mining stock investments was driven by concerns over geopolitical risks, particularly the US-China trade tensions, which prompted countries to compete for critical mineral resources [5] - The recent news of potential trade agreements between the US and China has contributed to a decline in mining stock prices, with MP Materials' stock dropping 30% from its mid-October peak [8] Group 3: Market Reactions - The stock prices of companies like Lynas Rare Earths and MP Materials surged due to their strategic importance in the US's efforts to establish a non-China reliant rare earth supply chain [7] - Gold prices have also been influenced by geopolitical factors, with a notable rise in demand from emerging market central banks, leading to a peak of over $4000 per ounce [7] Group 4: Future Outlook - The future of mining stocks remains uncertain, as speculative investments have receded, yet they still maintain higher levels compared to early 2025 [8] - Analysts suggest that the trend of buying mining stocks as a hedge against inflation may continue, given their historical resilience in inflationary environments [8]

比亚迪在中国国内面临激烈竞争，出现减收减益（Reuters） 比亚迪正寻求在东南亚和欧洲等海外市场的增长空间。7～9月乘用车海外出口量达到23万 辆，是上年同期的2.5倍。 在日本市场上，比亚迪计划2026年夏季推出轻型EV"RACCO"。不过，奇瑞汽车等其他中国 车企也在加强新能源汽车的海外布局，预计未来海外市场的竞争也将进一步加剧。 日本经济新闻（中文版：日经中文网）藤野逸郎 广州报道 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 日经中文网 https://cn.nikkei.com 视频号推荐内容： 比亚迪的2025年7～9月财报显示，销售额同比下降3%至1949亿元，净利润同比下降33%至 78亿元。7～9月的汽车销量同比下降2%至111万辆。比亚迪主战场的20万元以下市场目前 竞争激烈…… 比亚迪（BYD）10月30日发布的2025年7～9月财报显示，销售额同比下降3%至1949亿 元，净利润同比下降33%至78亿元。这是自2020年1～3月以来，比亚迪首次出现季度减收 减益。受中国国内市场竞争加剧影响，纯电动汽车（EV）等新能源汽车的销量增长陷入停 滞。 无论是销售额 ...