据央视新闻报道，当地时间10月30日上午，国家主席习近平在釜山同美国总统特朗普举行会晤。 习近平指出，特朗普总统当选以来，我们3次通话，多次互致信函，保持密切联系，共同引领中美关系保持总体稳定。前几天，两国经贸团队在吉隆 坡举行了新一轮磋商，就解决各自当前的主要关切达成基本共识，也为我们今天的会晤提供了必要条件。中美两国国情不同，难免有一些分歧，作 为世界前两大经济体，时而也会有摩擦，这很正常。面对风浪和挑战，我和特朗普总统作为掌舵人，应当把握好方向、驾驭住大局，让中美关系这 艘大船平稳前行。 ...

据央视新闻，今天（10月30日）上午，神舟二十一号载人飞行任务新闻发布会在酒泉卫星发射中心召开。 发言人介绍， 今年2月中巴双方签署合作协议后，正式启动了巴基斯坦航天员的选拔工作 ，与中国航天员选拔一样，这项工作也分为初 选、复选、定选三个阶段。其中，初选工作正在巴基斯坦实施，复选和定选工作将在中国实施。目前已同步开展复选阶段准备工作，包括训 练方案、教材教具以及训练期间的生活保障等。按计划，定选完成后，将有两名巴基斯坦航天员与中国航天员一起接受训练。 根据我国空 间站飞行任务中期规划和合作进展，将择机安排1名巴基斯坦航天员以载荷专家的身份执行短期飞行任务，飞行期间除了完成乘组的日常工 作外，还将承担巴方科学实验等工作。 中国载人航天工程自实施以来，一直坚持和平利用、平等互利、共同发展的原则，积极选拔外籍航天员到中国空间站执行飞行任务，积极促 进中国载人航天工程国际合作交流，推动航天技术发展、造福全人类，我们欢迎世界同行参与中国空间站的飞行任务。 ...

据央视新闻报道，当地时间10月30日中午，国家主席习近平在韩国釜山同美国总统特朗普举行会晤，会晤正式开始。 ...

据央视新闻报道，当地时间10月30日中午，国家主席习近平将在韩国釜山同美国总统特朗普举行会晤，就中美关系和双方共同关心的问题交换意 见。 ...

据央视新闻，当地时间10月30日上午，国家主席习近平乘专机抵达韩国，应大韩民国总统李在明邀请，出席亚太经合组织第三十二次领导人非正式 会议并对韩国进行国事访问。 ...

OpenAI据悉计划最早于2026年下半年提交上市申请，并于2027年上市。此次IPO的估值可能高达约1万亿美元。OpenAI计划筹集至少600亿美元。 下载财联社APP获取更多资讯 头条新闻 7x24h电报 实时盯盘 VIP资讯 准确 快速 权威 专业 C国国 财联社·上海报业集团主管主办 为速度和交易而生 机构和私募都在使用 ...

Core Viewpoint - The article emphasizes the importance of timely and professional information analysis in the investment landscape, focusing on the investment value of significant events, industry chain companies, and key policy interpretations [1] Group 1: Company Insights - Nvidia is directly supplying chips to Cambrian and indirectly supplying to itself, with agency brands including Changxin Storage and Jiangbolong [1] - The company is involved in the storage chip and MCU sectors, with new DDR4 samples expected to contribute to revenue next year, and plans for LPDDR5 products in development [1] - The company's strategy encompasses "computing + storage + analog," targeting sectors such as automotive and industrial [1]

"十五五"时期经济社会发展的指导方针（学习贯彻党的二十届四中全会精神） 李强 党的二十届四中全会通过的《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》（以下简称《建议》），明确提出了"十五 五"时期经济社会发展指导方针，为做好未来五年经济社会发展工作指明了前进方向、提供了科学指引。我们要准确领会把握、全面贯彻落 实，制定和实施好"十五五"规划，奋力开创中国式现代化建设新局面。 一、准确把握"十五五"时期我国发展所处的历史方位 《建议》指出，"十五五"时期在基本实现社会主义现代化进程中具有承前启后的重要地位，是基本实现社会主义现代化夯实基础、全面发力 的关键时期。我们要以宽广的视野和战略的眼光，统筹国内国际两个大局，准确把握"十五五"时期我国发展所处的历史方位。 指导方针是管总、管根本的，必须全面贯彻落实到"十五五"时期经济社会发展的各领域各方面。在实践中，要坚持以重点突破带动全局，确 保党中央决策部署落到实处。 要把"十五五"发展放在世界百年变局的深刻演进中来把握。当今世界动荡变革加剧，一些单边主义、保护主义行径严重冲击国际规则和秩 序，同时新一轮科技革命和产业变革加速突破，国家间的竞争合作关系面 ...

Rosen补充称，"我们也认为，市场对未来降息的速度和幅度预期过高。目前通胀率高于央行目标，货币政策可能会保持适度宽松，同时名 义利率低于名义GDP增速。" 有"美联储传声筒"之称的Nick Timiraos评论道，FOMC整体上并不认同市场此前对12月降息的高度定价，这明显是美联储方面试图重新夺 回一定政策灵活性的尝试。 周三（10月29日），美股三大指数涨跌不一， 道指标普高位回落，纳指再创历史新高。 截至收盘，道琼斯指数跌0.16%，报47632点；标普500指数跌0.3点，报6890.59点；盘中两只指数一度刷新高，但在美联储主席鲍威尔 讲话后明显回落。 | 名字 | | 量新价 | 洲联题 | THE PE | | --- | --- | --- | --- | --- | | 道現斯指数 | | 47632.00 | -74.37 | -0.16% | | 标普500指数 | | 6890.59 | -0.30 | -0.00% | | 纳斯达克综合指数 | 0 | 23958.47 | +130.98 | 0.55% | 纳斯达克综合指数涨0.55%，报23958.47点，刷新了周二录得的收盘历 ...

Macroeconomic News - The meeting between Chinese President Xi Jinping and U.S. President Trump is scheduled for October 30 in Busan, South Korea, focusing on strategic and long-term issues in China-U.S. relations [1][2] - The People's Bank of China is committed to deepening capital market reforms and expanding high-level financial openness to attract foreign investment [1][2] Industry News - The Federal Reserve has lowered the benchmark interest rate by 25 basis points to 3.75%-4.00%, marking the fifth rate cut since September 2024 [4] - A strategic emerging industry development fund with a scale of 51 billion yuan has been launched, focusing on supporting industries such as artificial intelligence, quantum technology, and future energy [4][5] - The Ministry of Commerce and other departments have issued a notice to enhance the integration of technologies like AI and blockchain in urban commercial systems [5] Company News - Kweichow Moutai reported a net profit of 19.224 billion yuan for the third quarter, a year-on-year increase of 0.48% [7] - Sinopec announced a third-quarter net profit of 8.3 billion yuan, up 3.5% year-on-year, and is continuing share buybacks [7] - NewEase reported a net profit of 6.327 billion yuan for the first three quarters, a significant increase of 284% [7] - Tianfu Communication announced a net profit of 1.465 billion yuan for the first three quarters, up 50.07% year-on-year [7] - Tianqi Lithium reported a net profit of 180 million yuan for the first three quarters, marking a return to profitability [7] - Industrial Fulian reported a net profit of 22.487 billion yuan for the first three quarters, a 49% increase, driven by high-growth products like AI servers [7] - WuXi AppTec's major shareholder plans to reduce its stake by up to 2% [7] - Dongni Electronics disclosed that its annual report contained false records, leading to a name change to ST Dongni starting October 31 [7] - Guokai Military Industry signed a 466 million yuan annual order contract for military trade products, expected to positively impact the company's performance [8] - Dayou Energy reported a net loss of 1.122 billion yuan for the first three quarters due to declining product prices [9] - Midea Group announced a net profit of 37.883 billion yuan for the first three quarters, a year-on-year increase of 19.51% [9] - Peking University Pharmaceutical's chairman has been criminally detained and is temporarily unable to perform duties [9] - China Rare Earth reported a net profit of 192 million yuan for the first three quarters, a year-on-year increase of 195% [10] - Shandong Gold reported a net profit increase of 92% for the first three quarters, benefiting from rising gold prices and sales volume [10] - Huizhou Intelligent announced that its 2019 and 2020 annual reports contained false records, leading to a name change to ST Huizhou [10] - China Unicom's subsidiary participated in the investment of the central enterprise strategic emerging fund [11] - Shikang Co. reported a net loss of 3.105 billion yuan for the first three quarters [11] - Hangyang Co. received a stake increase from CITIC Financial Assets, reaching a 5% holding [11] - Western Gold reported a net profit increase of 168% for the first three quarters, driven by increased sales and prices of gold products [11] Investment Opportunities - The demand for AI server storage is exceeding expectations, with major companies like Samsung and SK Hynix operating at full capacity [15][16] - The market for enterprise-level SSDs is expected to grow significantly due to the increasing requirements for data transmission and computation in AI applications [16] - The price of tungsten has surged, leading to significant price increases for hexafluoride tungsten suppliers targeting semiconductor manufacturers [17]