#行情 美团ADR盘前跌超9%。美团在电话会中称预计核心本地商业三季度会出现较大规模亏损。美团高级副总裁兼首席财务官陈少晖在电话会上说：“我们预计短期内竞争将持续存在，并且会对我们的财务结果产生负面影响，尽管如此，我想强调的是，我们的核心本地商业业务的韧性已经在多个周期中得到了证明。每一个挑战最终都将增强我们的竞争地位，提升我们的执行力，并推动运营卓越。超越短期波动，我们对我们能够长期保持健康、高质量增长充满信心。”外汇交易员 (@myfxtrader):美团发布第二季度财报：营收918.4亿元人民币，预估936.9亿元；调整后净利润14.9亿元，预估98.5亿元（同比大跌89%）；调整后息税折旧及摊销前利润27.8亿元，预估122.2亿元；第二季度营业利润2.264亿元，预估80亿元；核心本地商业收入653.5亿元，预估675.5亿元； https://t.co/HpOdL2DOTA ...

美国财长贝森特："肯定"会在秋季知道特朗普的美联储主席人选。 ...

Government Investment & Industry Focus - US Treasury Secretary Yellen indicates Nvidia doesn't need financial support or government equity [1] - US government is considering equity stakes in other sectors, including shipbuilding [1] - The Trump administration is not planning to take equity stakes in TSMC and Micron despite their increased US investments [2] Semiconductor Industry & Funding - TSMC executives considered returning Chip Act funding if the US government demanded equity [3]

消息：欧盟计划本周提议降低美国关税以满足特朗普的要求。 ...

美团第二季度销售成本同比增27%至614亿元，所占收入百分比从58.8%升至66.9%，主要受配送交易数量增加与骑手补贴提高、食杂零售业务扩张以及海外业务扩展。美团称，销售成本占收入百分比增加主要处于确保在激烈竞争中提供稳定的即时配送服务而提高骑手补贴。美团销售与营收支出同比增51.8%至148亿元，占比从18%升至24.5%，主要因为广告推广与用户补贴激增。外汇交易员 (@myfxtrader):美团发布第二季度财报：营收918.4亿元人民币，预估936.9亿元；调整后净利润14.9亿元，预估98.5亿元（同比大跌89%）；调整后息税折旧及摊销前利润27.8亿元，预估122.2亿元；第二季度营业利润2.264亿元，预估80亿元；核心本地商业收入653.5亿元，预估675.5亿元； https://t.co/HpOdL2DOTA ...

Financial Performance - Meituan's revenue reached 91840 million RMB, below the estimated 93690 million RMB [1] - Adjusted net profit was 1490 million RMB, a significant decrease of 89% year-over-year, also below the estimated 9850 million RMB [1] - Adjusted EBITDA was 2780 million RMB, falling short of the estimated 12220 million RMB [1] - Operating profit was 2264 million RMB, lower than the estimated 8000 million RMB [1] Core Business Segments - Core local commercial revenue was 65350 million RMB, below the estimated 67550 million RMB [1] - Revenue from distribution services was 23660 million RMB, also below the estimated 26180 million RMB [1] - Commission revenue was 26470 million RMB, exceeding the estimated 25910 million RMB [1]

工信部《关于优化业务准入促进卫星通信产业发展的指导意见》：鼓励电信运营商依托低轨卫星互联网，在话音、短消息业务基础上拓展高速数据服务。研究设立新型卫星通信业务，进一步扩大向民营企业开放。进一步优化市场准入、设备进网等许可审批工作。加快推进非地面网络（NTN）等卫星通信技术创新发展。外汇交易员 (@myfxtrader):IT时报获悉，相关部门近期将会发放卫星互联网牌照。卫星互联网领域一位资深技术专家表示：“牌照的发放，意味着我国卫星互联网商业运营迈出第一步。但要实现像星链那样提供卫星互联网服务，仍需2~3年左右的时间。#行情 A股卫星导航板块午后拉升。天银机电直线拉升涨超15%，中国卫星直线封板。 https://t.co/rhZYlwZ5cq ...

#报告 TS Lombard：新兴市场脆弱的经济复苏面临风险；看好中国第四季度刺激措施的影响。None (@None):None ...

#行情 创业板指转跌，上证综指跌1.4%，深证成指跌0.9%。外汇交易员 (@myfxtrader):#行情 A股指数集体回落，深证成指抹去1.6%的日内涨幅转跌，创业板指涨幅收窄至1.4%，上证综指跌0.7%。恒生指数跌0.66%，富时中国A50指数期货跌超1%。 ...

#行情 A股指数集体回落，深证成指抹去1.6%的日内涨幅转跌，创业板指涨幅收窄至1.4%，上证综指跌0.7%。恒生指数跌0.66%，富时中国A50指数期货跌超1%。 ...