美国白宫：美国9月劳工统计局数据将在政府重新开门后公布。None (@None):None ...

美国众议院多数党领袖斯卡利斯：众议院将于周三晚7点左右（北京时间周四早上8:00）就结束政府停摆的法案进行投票。None (@None):None ...

Company Strategy - Luckin Coffee is preparing to relist in the United States [1] Potential Acquisitions - Centurium Capital is evaluating a potential acquisition offer for Costa Coffee from Coca-Cola [1] - The specific structure of any acquisition plan has not been finalized, and it is unclear whether Centurium Capital will bid directly or through Luckin Coffee [1] Industry Dynamics - Coca-Cola CEO James Quincey mentioned that Costa Coffee's business "has not yet reached the desired investment assumptions" [1]

#报告 花旗：美国政府停摆即将结束，应该关注什么？None (@None):None ...

#观察 北京、广东、福建和四川税务部门陆续曝光了6起对取得境外收入未依法申报人员开展引导规范的典型案件，提醒纳税人自查整改，补缴税款。 https://t.co/DrMes1pbL1外汇交易员 (@myfxtrader):从北京、上海、杭州等地的多位人士处了解到，有投资者人于近期收到来自税务部门的通知，要求对境外投资收益进行补税。（一财） ...

#报告 #全文 高盛中国人形机器人实地考察报告：提前乐观备产能，等待实际订单。 https://t.co/V8NIh9XO1NNone (@None):None ...

Supply Chain Strategy - General Motors (GM) has instructed its suppliers to remove components sourced from China from their supply chains [1] - The ultimate goal is for GM to completely move its supply chain out of China to avoid geopolitical disruptions [1] - GM has set a deadline of 2027 for some suppliers to end procurement relationships with China [1] - The directive was initially issued in 2024 and has become more urgent due to escalating US-China trade tensions [1] Leadership Change - John Roth, Cadillac Global Vice President, has been appointed as President of General Motors China [1]

Market Stability - The China Securities Regulatory Commission (CSRC) emphasizes strengthening strategic reserves and market stabilization mechanisms to enhance the inherent stability of the capital market [1] - The CSRC aims to prevent significant market volatility, including sharp rises and falls [1]

Emerging Market Equity Flows - Emerging market equities experienced positive fund inflows for the eighth consecutive week, with a net inflow of $16 billion [1] - Asia-Pacific emerging markets drove this trend with positive sentiment ($36 million inflow) [1] - European emerging markets ($7 million inflow) and Latin American emerging markets ($6 million inflow) also contributed [1] Single Country Investment Flows - China stocks led inflows into single emerging market countries ($453 million), marking the eighth consecutive week at the top [1] - India ($20 million inflow) and Brazil ($9 million inflow) also saw inflows [1] - South Korea (-$33 million outflow) and Mexico (-$29 million outflow) experienced outflows [1]

瑞幸咖啡股东大钲资本正评估是否对可口可乐公司计划出售的 Costa Coffee提出收购要约。目前任何收购方案的具体结构尚未最终确定，也不清楚大钲资本是否会亲自竞标，还是会通过瑞幸咖啡进行收购。🗒️可口可乐CEO James Quincey在财报电话会上提到Costa业务“还没有达到想要的投资假设”。 https://t.co/r8azrZr7RG外汇交易员 (@myfxtrader):星巴克宣布，与中国另类资产管理公司博裕投资达成战略合作，双方将成立合资企业，共同运营星巴克在中国市场的零售业务，目标将门店数量增加至20000家。 https://t.co/OBiu48uDrg ...