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外汇交易员· 2025-12-11 09:44
优化“两新”政策实施。清理消费领域不合理限制措施,释放服务消费潜力。推动投资止跌回稳,适当增加中央预算内投资规模,优化实施“两重”项目,优化地方政府专项债券用途管理,继续发挥新型政策性金融工具作用,有效激发民间投资活力。高质量推进城市更新。着力稳定房地产市场,因城施策控增量、去库存、优供给,鼓励收购存量商品房重点用于保障性住房等。倡导积极婚育观,努力稳定新出生人口规模。制定全国统一大市场建设条例,深入整治“内卷式”竞争。 ...
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外汇交易员· 2025-12-11 09:42
中央经济工作会议12月10日至11日在北京举行(新华社)保持必要的财政赤字、债务总规模和支出总量,加强财政科学管理,优化财政支出结构,规范税收优惠、财政补贴政策。把促进经济稳定增长、物价合理回升作为货币政策的重要考量,灵活高效运用降准降息等多种政策工具。 https://t.co/hg50nWl2V1 ...
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外汇交易员· 2025-12-11 08:22
#报告 高盛对下周一公布的中国11月经济数据的预测None (@None):None ...
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外汇交易员· 2025-12-11 07:38
商务部新闻发言人何亚东:近日闻泰科技向安世荷兰独立董事和股权托管人发出函件,邀请对方来华,就企业控制权和恢复供应链稳定与畅通开展协商。中方已通过荷兰驻华使馆要求和荷兰经济部落实与中方磋商共识,推动安世荷兰尽快派员来华。 ...
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外汇交易员· 2025-12-11 06:40
#行情 摩尔线程日涨幅27%,超过930元,总市值来到了4400亿元。 https://t.co/WR62w4plwp外汇交易员 (@myfxtrader):#行情 摩尔线程周四再涨10%,股价突破800元关口,总市值超3800亿元。 ...
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外汇交易员· 2025-12-11 06:11
AI and Technology Trends - Companies like Alibaba and ByteDance are competing for AI application traffic entrances, focusing on mobile apps, AI browsers, and mobile agents [1] - Smart glasses are likely to become the next central platform for human-computer interaction [1] Consumer Focus Shift (China) - Accenture's data shows a decrease in focus on career from 61% in 2021 to 53% in 2025 [1] - Accenture's data shows a decrease in focus on love from 17% in 2021 to 9% in 2025 [1] - Accenture's data indicates an increase in focus on health from 78% in 2021 to 87% in 2025 [1] - Accenture's data indicates an increase in focus on wealth from 47% in 2021 to 79% in 2025 [1]
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外汇交易员· 2025-12-11 05:53
Consumer Priorities Shift - Accenture's data shows a decrease in focus on career from 61% to 53% and on love from 17% to 9% between 2021 and 2025 [1] - Health focus increased from 78% in 2021 to 87% in 2025, while wealth focus rose from 47% to 79% [1] - Ninety percent of consumers prioritize personal health, and 70% focus on saving money to enhance financial resilience [1] AI Adoption - 77% of respondents use AI tools frequently (weekly), even among the "60s generation," the rate is as high as 57% [1] - Nearly 60% (57%) of respondents choose AI tools when exploring new solutions or improving their lives, exceeding video, sharing, and e-commerce platforms, and far surpassing consulting family and friends (35%) [1]
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外汇交易员· 2025-12-11 04:52
彭博:知情人士透露,获阿里巴巴集团、腾讯控股等公司投资的上海初创企业MiniMax计划最早于明年1月上市。他们称,此次IPO可能筹集数亿美元资金。知情人士还表示,同样获得阿里巴巴、腾讯等科技巨头投资的智谱AI也计划于同期上市。 https://t.co/vhC5IbgkbV外汇交易员 (@myfxtrader):智谱宣布开源其核心AI Agent模型AutoGLM,该模型是一款具有“Phone Use”(手机操作)能力的 AI Agent,能够稳定地完成外卖点单、机票预订等复杂操作流程,操作步骤可长达数十步。 https://t.co/jzLprII7aZ ...
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外汇交易员· 2025-12-11 04:38
中国商务部:注意到有关报道,将密切关注墨方措施落地情况,并进一步评估相关影响。本次审议通过的提案在9月基础上做了部分调整,部分汽车零部件、轻工产品和纺织服装等产品的提税税率有一定幅度下调。但总的来看,有关措施一旦落地仍会实质性损害包括中国在内的相关贸易伙伴利益。外汇交易员 (@myfxtrader):墨西哥国会众议院不理中方及国内商业团体反对,通过法案,对中国及其他没有与墨西哥签署贸易协议的亚洲国家(印度、韩国、泰国及印尼等)加征最高50%的关税。法案仍需参议院通过。 ...
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外汇交易员· 2025-12-11 03:24
Regulatory Actions - The State Internet Information Office is conducting a special campaign to rectify online chaos in the automotive industry [1] - Accounts such as 抖音账号"车曝台" (Douyin account "Che Pu Tai"), 懂车帝账号"阿贵艺车" (Dongche Di account "A Gui Yi Che"), and 微信视频号"欧叔欧叔" (WeChat video account "Ou Shu Ou Shu") have been penalized for aggregating negative information and hyping up automotive accidents [1] - Weibo accounts like "侃见财经" (Kan Jian Cai Jing) and Dongche Di accounts like "汽车点评叔" (Automotive Review Uncle) have been penalized for misinterpreting financial statements and exaggerating losses [1] Industry Concerns - The automotive industry is facing scrutiny for the spread of negative information and misrepresentation of financial data online [1] - There is concern about the use of sensationalist headlines ("标题党") and misleading narratives ("小作文") to negatively portray automotive companies' financial performance [1] - The industry is wary of the potential impact of these online activities on companies' reputations and investor confidence [1]