#行情 阿里巴巴港股涨5%。 https://t.co/gw3Be41akG外汇交易员 (@myfxtrader):彭博：阿里巴巴正准备在未来几个月对其主要移动AI应用程序进行全面改造，使其更接近OpenAI的ChatGPT。阿里巴巴计划首先将移动平台上的“通义”App更名为“Qwen”。未来几个月内，阿里巴巴将逐步在包括淘宝网在内的多个平台上添加AI代理功能，以支持购物体验。#行情 阿里巴巴港股跌幅收窄。 https://t.co/ta3NzY5Fd8 ...

彭博：阿里巴巴正准备在未来几个月对其主要移动AI应用程序进行全面改造，使其更接近OpenAI的ChatGPT。阿里巴巴计划首先将移动平台上的“通义”App更名为“Qwen”。未来几个月内，阿里巴巴将逐步在包括淘宝网在内的多个平台上添加AI代理功能，以支持购物体验。#行情 阿里巴巴港股跌幅收窄。 https://t.co/ta3NzY5Fd8 ...

印度总理莫迪：印度联邦内阁批准了出口促进计划（EPM），该计划旨在提升出口竞争力，扶持中小微企业、首次出口企业以及劳动密集型行业。该计划汇集了主要利益相关方，共同构建一个以结果为导向、行之有效的机制。确保“印度制造”在世界市场上拥有更大的影响力。 ...

特朗普签署签署临时拨款法案，美国史上最长的政府停摆结束。法案将为联邦政府提供持续拨款，使大部分政府机构获得运作资金直至2026年1月30日。特朗普称，政府停摆造成了1.5万亿美元损失，但真正计算出损失的总体影响需要数周甚至数月的时间。 https://t.co/oXDfs03jRz外汇交易员 (@myfxtrader):美国白宫：特朗普将于美国东部时间晚上9:45（北京时间今日上午10:45）在椭圆形办公室签署临时拨款法案。🗒️目前临时拨款法案尚未在众议院获得全院表决通过，众议员们正进行法案推进后的辩论，预计稍后进行全院表决。 https://t.co/orzVwQCfbe ...

International Relations & Law Enforcement - The FBI Director's visit to China focused on discussions regarding fentanyl and law enforcement issues [1][2] - China has designated and listed 13 precursor chemicals used in fentanyl production [1] - China has agreed to control seven chemical subsidiaries involved in the production of fentanyl [1]

Regulatory Focus - Chinese tax authorities are requiring e-commerce giants like Amazon, AliExpress, Temu, and Shein to provide sales data [1] - This action aims to combat tax evasion by merchants conducting cross-border transactions on online platforms [1] - Tax authorities in Beijing, Guangdong, Fujian, and Sichuan are publicly addressing cases of unreported overseas income, urging taxpayers to self-inspect, rectify, and pay taxes [1] Potential Tax Implications - Sellers who adjust their declared data to match platform data may face up to 13% in value-added tax (VAT) and corporate income tax [1] - Companies with annual sales exceeding 5 million yuan are required to pay a maximum of 13% VAT according to the "Value Added Tax Law" [1]

Economic Policy - US Treasury Secretary Yellen announced that the US will release a "major announcement" aimed at lowering the prices of coffee, bananas, and other non-US produced goods [1] - The announcement is expected to reduce prices "soon" [1] - Yellen anticipates that people's feelings about the economy will begin to improve in the first half of 2026 [1] Industry Impact - The announcement's specific details and potential impact on the coffee, banana, and other import industries remain undisclosed [1]

A股存储芯片板块延续强势，江波龙盘中创新高，佰维存储涨超10%，兆易创新、中电港、微导纳米跟涨。报道称，四大存储龙头三星、SK海力士、铠侠、美光今年下半年都纷纷削减NAND闪存供应量。 ...

Government Funding - US House of Representatives passed a temporary funding bill to end the government shutdown with 222 votes in favor and 209 votes against [1] - The White House: Trump will sign the temporary appropriation bill at 9:45 PM ET (10:45 AM Beijing Time) [1] - The temporary appropriation bill has not yet been passed by the full House; Representatives are debating the bill, and a full vote is expected later [1]

Government Funding & Legislation - US President Trump to sign temporary funding bill at 9:45 PM ET (10:45 AM Beijing Time) [1] - Temporary funding bill awaiting full House vote, debate ongoing [1] Economic Data Release - US Bureau of Labor Statistics September data to be released after government reopens [1]