Geopolitical Stance - China's nuclear arsenal is not comparable to that of the United States and Russia [1] - China considers it unfair, unreasonable, and unfeasible to be included in nuclear arms control talks at this stage [1] - China believes the United States, as the largest nuclear power, should take the lead in nuclear disarmament [1] Policy Recommendation - The United States should substantially reduce its nuclear arsenal to create conditions for complete nuclear disarmament [1]

#要闻 彭博：消息人士称，如果中国再次允许出口安世半导体芯片，荷兰政府准备搁置接管安世半导体（Nexperia）中国企业控制权的命令。🗒️荷兰政府周四晚间发表声明称，预计安世半导体中国子公司将在未来几天内恢复芯片供应，进一步反映紧张局势正在缓和。 https://t.co/e6GqQgwB0C外汇交易员 (@myfxtrader):安世半导体（Nexperia）官网更新动态：期待尽快获悉有关放宽出口限制的条件、标准及程序的进一步细节；无法保证自10月13日起从中国工厂交付的产品在知识产权、技术、真实性及质量标准方面的合规性；有关张学政恢复CEO职务的传言不实；相信局势有望尽快缓和。 https://t.co/77uSiquEGk ...

刘强东还建议，可以给技术垄断企业征收90%的暴利税，再反哺给养老、教育。无论技术怎么发展，大家都不用担心工作和公平的问题外汇交易员 (@myfxtrader):刘强东在2025年世界互联网大会乌镇峰会致辞时提出，员工未来可能一周只需要工作一天甚至一小时，未来快递配送也不需要人参与，机器人通过授权后可自动打开家门 ，将快递放在家里。刘强东透露，现在所有的科技企业都会关注AI，自己会和AI“六小龙”私下联系。 ...

Regulatory Focus - Market regulation authorities are discussing "Methods for Identifying False Marketing" [1] - The discussion may lead to governance of exaggerated and false advertising in the automotive industry [1] - Current identification of false marketing is based on laws such as the "Advertising Law of the People's Republic of China" [1] - It also includes the "Anti-Unfair Competition Law of the People's Republic of China" and the "Consumer Rights Protection Law of the People's Republic of China" [1]

OpenAI CFO Friar表示，需要一个能够筹集数万亿美元资金、以支撑科技行业所需AI基础设施的“融资生态系统”，设想是否可以由政府提供某种“托底”（backstop）或者“担保”，以便让融资顺利进行，使OpenAI等公司建立更多算力所需的全部基础设施。特朗普政府AI顾问David Sacks回应：“美国至少有5家主要前沿AI模型公司，如果一家倒闭，其他公司将取而代之。”暗示AI公司倒了就倒了，美国政府不会出手相救。 ...

Market Trends - A-share domestic aircraft carrier concept stocks experienced a surge [1] - Guorui Technology increased by over 10% [1] - China Satellite and Haohua Technology both increased by over 2% [1]

华尔街见闻这条信息有偏差，中国大豆进口历史纪录是今年5月刷新的，当时进口1319.8万吨。10月大豆进口实际环比下降26.3%。 https://t.co/X1CD7uZvMv ...

Import Volume & Growth - China's soybean imports from January to October reached 95682 million tons, a 64% year-over-year increase [1] - October soybean imports hit a record high of 9482 million tons, up 172% year-over-year [1] Commodity Import Trends & Price Changes - Iron ore imports totaled 1029 billion tons, up 07%, but the average import price fell by 107% [1] - Crude oil imports amounted to 471 million tons, a 31% increase, while the average price decreased by 121% [1] - Coal imports decreased to 388 million tons, down 11%, with a significant price drop of 245% [1] - Natural gas imports declined to 103 million tons, a 62% decrease, and the average price fell by 88% [1]

RT 外汇交易员 (@myfxtrader)#数据 海关总署数据显示，中国1-10月稀土出口52699.2吨；10月稀土出口4343.5吨，9月为4000.3吨，去年10月为4753吨，环比增8.6%，同比降8.6%。 ...

#数据 海关总署数据显示，中国1-10月稀土出口52699.2吨；10月稀土出口4343.5吨，9月为4000.3吨，去年10月为4753吨，环比增8.6%，同比降8.6%。 ...