Clarification of Report Authenticity - CRIC (克而瑞地产研究) clarifies it has never released a report titled "2025 China City Housing Mortgage Default Rate Research" or any related default rate data [1] Housing Mortgage Default Rate - Bank of China's "China Economic and Financial Outlook Report" cites data indicating a national average housing mortgage default rate of 37%, higher than 16% in 2022 [1] - The report notes that in some third- and fourth-tier cities, the default rate exceeds 5% [1]

Market Sentiment & Strategy - Morgan Stanley highlights 8 market charts to watch [1] - Focus on US retail investor sentiment [1] - Includes US/Global equity strategy considerations [1] AI & Energy Demand - Analysis of AI-driven US/Europe energy demand [1] Manufacturing Trends - Observation of US manufacturing reshoring [1]

#行情 韩国KOSPI指数最终收跌2.85%，收于4000点上方。外国投资者周三净卖出2.52万亿韩元的韩国KOSPI指数股票，为2021年8月13日以来的最大单日净卖出额。外汇交易员 (@myfxtrader):#行情 熔断后，韩国KOSPI跌超6%。韩国交易所在KOSDAQ 150期货下跌6%后，对KOSDAQ启用了熔断机制，程序化交易暂停5分钟。 ...

#行情 恒生指数午后转涨。上证综指涨0.45%，深证成指涨0.69%。 ...

Regulatory Landscape - Australia's internet regulator expands social media ban targeting teenagers to include Reddit and Kick [1] - The ban may extend to other platforms primarily facilitating online social interaction [1] - Social media platforms failing to block Australian users under 16 could face fines up to AUD 49.5 million [1] - Australia has implemented what is considered the world's first social media ban for individuals under 16 [1]

Model Comparison - Claude Code excels at rapid project initiation with efficient task handling and strong initial comprehension [1] - Codex is slower but provides higher quality solutions, particularly for complex problems, when given clear instructions [1] - The industry suggests a combined approach, leveraging Claude Code for speed and Codex for complex problem-solving [1]

国务院关税税则委员会暂停了3月10日对美国加征的10%-15%农产品关税。https://t.co/hqtd7NeLd0外汇交易员 (@myfxtrader):🗒️根据国务院《税委会公告2025年第2号》文件，此次暂停的是对美国鸡肉、小麦、玉米、棉花加征的15%关税，以及对美国高粱、大豆、猪肉、牛肉、水产品、水果、蔬菜、乳制品加征的10%关税。同时发布的10号文件是在8月12日的8号文件（90天内继续暂停实施24%的对美加征关税）基础上再延期一年。 https://t.co/6VYiR49Q1z ...

🗒️根据国务院《税委会公告2025年第2号》文件，此次暂停的是对美国鸡肉、小麦、玉米、棉花加征的15%关税，以及对美国高粱、大豆、猪肉、牛肉、水产品、水果、蔬菜、乳制品加征的10%关税。同时发布的10号文件是在8月12日的8号文件（90天内继续暂停实施24%的对美加征关税）基础上再延期一年。 https://t.co/6VYiR49Q1z外汇交易员 (@myfxtrader):国务院关税税则委员会公告：自2025年11月10日13时01分起，调整《国务院关税税则委员会关于对原产于美国的进口商品加征关税的公告》（税委会公告2025年第4号）规定的加征关税措施，在一年内继续暂停实施24%的对美加征关税税率，保留10%的对美加征关税税率。 https://t.co/CkNR69k8zD ...

Trade Policy Adjustment - China will continue to suspend the 24% additional tariff on imports from the US for one year [1] - China will retain the 10% additional tariff on imports from the US [1] - China will cease the additional tariff measures outlined in 税委会公告2025年第2号 (Tax Committee Announcement No 2, 2025) on certain imported goods from the US [1] Effective Date - The adjustments to the additional tariffs on US imports will be effective from November 10, 2025, at 13:01 [1]

佐赫兰·马姆达尼（Zohran Mamdani）赢得美国纽约市市长选举，成为纽约市历史上首位“90后”市长、首位穆斯林市长和首位印度裔市长。🗒️马姆达尼为民主党、工作家庭党和美国民主社会主义者成员，什叶派穆斯林，2018年归化为美国公民。 https://t.co/l7Bbjvcmfa ...