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暴涨!今夜,见证历史!
中国基金报· 2025-09-12 00:22
Market Overview - The Dow Jones Industrial Average (DJIA) has surpassed 46,000 points, with major U.S. stock indices experiencing significant gains on September 11, including a rise of over 500 points for the DJIA, approximately 0.65% for the Nasdaq, and about 0.76% for the S&P 500, all reaching historical highs [3][4]. Economic Indicators - The Consumer Price Index (CPI) for August increased by 0.4% month-over-month, exceeding economists' expectations of 0.3%, while the year-over-year increase was 2.9%, aligning with forecasts. The core CPI, excluding food and energy, rose 0.3% month-over-month and 3.1% year-over-year, both meeting expectations [6]. - The Producer Price Index (PPI) unexpectedly declined by 0.1% month-over-month prior to the CPI report. Additionally, the job market showed signs of cooling, with initial jobless claims rising by 27,000 to a seasonally adjusted 263,000, the highest since October 2021, surpassing market expectations of 235,000 [7]. Federal Reserve Outlook - Following the economic data, U.S. Treasury yields fell, with the 10-year yield dropping to 4%. The market is almost certain that the Federal Reserve will cut the benchmark interest rate by 25 basis points at the upcoming meeting on September 17, with an increased probability of a 50 basis point cut as well [8]. - Analysts suggest that the weak labor market is prompting Wall Street to anticipate a more aggressive rate-cutting path, with expectations of a 25 basis point cut at each of the remaining three meetings this year [9]. Chinese Stocks Performance - On the evening of September 11, Chinese concept stocks surged nearly 3%, with major Hong Kong indices also rising over 1% in after-hours trading, indicating a positive outlook for A-shares and Hong Kong stocks on the following Friday [10]. - Alibaba's stock rose by 7%, while Baidu's stock increased by approximately 4%. Reports indicate that both companies have begun using their self-developed AI chips for training AI models, marking a significant shift in China's technology landscape [13].
7天狂飙90%!大牛股自曝:与宇树科技的关系就这么点儿
中国基金报· 2025-09-12 00:22
【导读】首开股份:控股子公司间接持有的宇树科技股权比例约为0.3% 中国基金报记者 吴君 连续多年亏损的地产公司首开股份,最近却被资金炒爆了,近7个交易日上涨89.77%。9月11日该股在封涨停后多次被打开,尾盘跳水, 最终报收于5.01元/股,涨幅为7.05%,总市值为129亿元。 9月11晚间,公司发布公告,首次披露其控股子公司间接持有的宇树科技股权比例约为0.3%。 业内人士认为,近期人形机器人方向概念炒作力度大,投资者需要警惕风险,小心追高被套。 七个交易日涨幅近90% 首开股份再发交易风险提示 9月11日晚间,首开股份再发股票交易风险提示公告。公司称,关注到有媒体报道公司控股子公司北京首开盈信投资管理有限公司(以下简 称盈信公司)间接持有宇树科技股权,现就此事说明如下: 由于此前有消息称首开股份旗下子公司间接持 股宇树科技,首开股份被贴上了"宇树概念股"标签。9月3日该股封涨停板,9月4日继续涨 停,龙虎榜数据显示,多个游资集中的营业部成为主要推手;9月5日首开股份继续涨停,但资金面出现明显转向,多空分歧加大。 本周狂欢还在继续,9月8日、9月9日和9月10日首开股份继续拉出三个涨停板。9月10日数 ...
福建舰最新消息
中国基金报· 2025-09-11 23:52
据海军新闻发言人冷国伟海军大校介绍,日前,我国第3艘航空母舰福建舰通过台湾海峡,赴南海相关 海域开展科研试验和训练任务。这次组织福建舰跨区试验训练,是航母建造过程中的正常安排,不针对 任何特定目标。 来源:人民海军微信公众号 海军福建舰赴南海相关海域开展科研试验和训练任务 微 信 又 更 新,推 出 " 后 悔 药 " 功 能 人民海军微信公众号截图 ...
300373,重要溢价收购
中国基金报· 2025-09-11 23:52
9月11日晚间,扬杰科技(300373.SZ)发布公告称,公司拟支付现金购买东莞市贝特电子科技股份有限公司( 以下简称 贝特电子) 100%股权,最终确定整体转让价格为人民币22.18亿元。 超额业绩奖励 【导读】 扬杰科技 重磅溢价 收购,标的公司曾冲击IPO失败 见习记者 荧墨 公告显示,本次交易完成后,贝特电子将成为上市公司的全资子公司。本次交易未构成重大资产重组,但构成关联交易。 本次交易事项尚须提交股东大会审议通过后实施,关联股东在股东大会上对相关议案回避表决。 需要指出的是,本次交易设置业绩承诺 : 业绩承诺方承诺2025年至2027年标的公司应实现的合并报表口径下扣除非经常性损益后归属于 母公司股东的净利润合计不低于5.55亿元。 按照约定,业绩承诺方将共同出资成立持股平台东莞贝聚,由东莞贝聚通过大宗交易的方式从上市公司实际控制人控制的建水县杰杰企业 管理有限公司受让不低于7.16亿元的扬杰科技股票 。 同时,上述股票将全部质押给扬杰科技全资子公司江苏美微科,并自愿锁定至2028 年6月30日以作为业绩承诺的履约保障。 若标的公司业绩承诺期内累计实现净利润高于累计承诺净利润5.55亿元,则超额部 ...
暴雨、大暴雨,要来了
中国基金报· 2025-09-11 23:10
来源:中央气象台 暴雨预警 中央气象台 9月12日06时 发布暴雨蓝色预警: 预计, 9月12日08时至13日08时 , 江苏北部和西部、安徽中部、湖北南部和东北部、湖南 北部、四川盆地中东部和南部、重庆、贵州北部和西部、云南北部等地 部分地区有大到暴雨 ,其中, 湖南西北部、四川盆地东部和南部、重庆中部、贵州东北部、云南北部等地局地有 大暴雨 (100~180毫米) 。上述部分地区伴有短时强降水(最大小时降雨量20~50毫米, 局地可超过60毫米),局地有雷暴大风等强对流天气 。 防御指南: 1.政府及相关部门按照职责做好防暴雨准备工作; 2.学校、幼儿园采取适当措施,保证学生和幼儿安全; 3.驾驶人员应当注意道路积水和交通阻塞,确保安全; 4.检查城市、农田、鱼塘排水系统,做好排涝准备。 预计, 9月12日08时至13日08时 , 新疆东部、甘肃西部、内蒙古西部和东北部、黑龙江中 南部、吉林中部等地部分地区将有 4~6 级风; 黄海中部和南部海域将有7~8级、阵风9级的 大风,其中部分海域风力可达9级、阵风10级 。 9月13日08时至14日08时, 内蒙古中东部 等地部分地区 将有 4~6 级风,阵风 ...
微信又更新,推出“后悔药”功能
中国基金报· 2025-09-11 23:10
来 源: 都市现场 微信又又又更新了 近日,微信团队发布了安卓微信8.0.63内测版本,这也是继iOS版本后的一次重要更 新。 在此前iOS微信8.0.61版本中,上线的"删除聊天可撤销"功能,现在安卓版也跟进了。 在微信主页左滑删除与好友的聊天对话后,底部会立刻弹出"已删除与'×××'的聊天"的 提示。若在5秒内点击右侧的"撤销"按钮,即可恢复该聊天记录。 微信还上线了 另一个更大的"后悔药" 在删除联系人时,新增了"删除联系人同时清除聊天记录"的选项(默认不勾选)。如果 未勾选,即使删除好友也能保留与对方的聊天记录。 删除后对方不会收到通知,你仍然可以给对方发送消息,并且对方能正常接收。如果想 重新加回对方,直接点击顶部的"对方还不是你的朋友"选项,即可悄无声息地添加回 来,无需额外验证,且聊天记录完整存在。 这对于误删好友、吵架后想和好,或单纯想清理列表但保留记录的用户来说,非常实 用。 此外,这次更新优化了订阅号页面,增加"最近更新"和"最近关注"两个分类标签,并且 已星标的账号会被置顶显示,方便用户快速找到想看的公众号。 无风无晴yu : 左滑这个真的太冤了,不小心删掉了很重要的信息。 18互不相识 ...
商务部深夜发声
中国基金报· 2025-09-11 16:18
Core Viewpoint - Mexico plans to increase import tariffs on approximately 1,400 product categories, including automobiles, toys, steel, textiles, and plastic products, to a rate of 10%-50% for countries that have not signed free trade agreements with Mexico, including China [1] Group 1: Mexico's Tariff Increase - The proposed tariff increase aligns with the U.S.'s long-standing strategy to contain China and may serve Mexico's future trade negotiations with North American partners [1] - The Chinese government expresses concern that Mexico's unilateral tariff increase could harm the interests of relevant trade partners, including China, and negatively impact the business environment in Mexico, reducing investment confidence [1] Group 2: China's Response - China advocates for resolving trade disputes through equal dialogue and opposes unilateralism, protectionism, and discriminatory measures [2] - The Chinese government emphasizes the importance of mutual benefit in China-Mexico economic cooperation and hopes for collaborative efforts to promote global economic recovery and trade development [4]
特斯拉Model Y L新订单交付时间排至11月份
中国基金报· 2025-09-11 16:18
来源:e公司 特斯拉 Model Y L 交付周期有变化。 9 月 11 日,在特斯拉官网上, 目前预定 Model Y L ,显示的预计交付时间是 11 月份,这也就意味着 10 月份可供销售的 Model Y L 已经售罄,有购买意向的消费者,只能购买 11 月份及之后生产的。 8 月 19 日,特斯拉中国官网上线一款六座纯电 SUV 车型 ——Model Y L ,售价 33.9 万元起。 Model Y L 搭载全轮驱动系统,在 CLTC (中国轻型汽车行驶工况)下续航里程达 751 公里,百公里 加速仅需 4.5 秒,最高车速 201 公里 / 小时。在车宽不变的基础上,特斯拉将车辆后方的横向空间扩展 20mm ,为第三排打造了充足的横向空间。 Model Y L 的储物空间达 2539L ,后备箱依然可以放下 2 个 24 英寸和 1 个 20 英寸的行李箱。 市场普遍认为,特斯拉推出 Model Y L ,实际上也是为了贴近中国市场对"大车""家庭化用车"的喜爱偏 好,做出的本土化尝试。特斯拉此举也被解读为旨在提振销量。 特斯拉在上市之初还为 Model Y L 车主提供了多项金融福利以及权益等 ...
微信上线新功能!网友:太方便了
中国基金报· 2025-09-11 16:01
Group 1 - The core viewpoint of the article is the introduction of the "Smart Reply" feature on WeChat, which allows users to create a "digital twin" for automatic responses [2] - The "Smart Reply" feature can be activated through the PC backend of the public account by clicking on "Automatic Reply" in the "Interaction Management" section [4] - This feature learns from historical articles and response styles, enabling it to respond to private messages as a "digital twin" [4] - Users can enhance their digital twin by adding a knowledge base and writing prompts to customize its responses [4][5] - The "Smart Reply" feature is now fully available to individual creators, allowing for quick retrieval of past content and 24/7 online interaction [5][7] Group 2 - The article highlights user enthusiasm for the new feature, with comments reflecting a desire for assistance in managing tasks [8] - The implementation of the "Smart Reply" feature signifies a shift towards more automated and efficient communication methods within the WeChat ecosystem [2][8]
我国有望诞生一世界级金矿
中国基金报· 2025-09-11 16:01
Group 1: Natural Resource Discoveries - Significant breakthroughs in oil, gas, and uranium mining during the 14th Five-Year Plan period, enhancing China's natural resource base [2][3] - A total of 534 new large and medium-sized oil and gas fields and mineral sites discovered, including 10 large oil fields and 19 large gas fields [3] - New major uranium deposits found, improving the security of uranium resources [3] Group 2: Mining and Mineral Resources - New resource bases emerging, with the Dadonggou gold mine in Liaoning preliminarily assessed to have nearly 1,500 tons of gold resources, potentially becoming another world-class gold mine after the Jiaodong gold mine in Shandong [3] - Discovery of a lithium belt spanning 2,800 kilometers across Sichuan, Qinghai, Tibet, and Xinjiang, with multiple large and super-large lithium mines identified [3] Group 3: Marine Economy - China's marine production value has surpassed 10 trillion yuan, making it one of the countries with the most comprehensive marine industry categories [6][7] - The marine economy is projected to reach 10.5 trillion yuan by 2024, an increase of 2.7 trillion yuan since 2020 [7] - China ranks first globally in marine product output for 36 consecutive years, contributing significantly to the "blue granary" initiative [8] Group 4: Environmental Achievements - Forest coverage rate increased to 25.09%, up approximately 2 percentage points since 2020, making China the fastest-growing country in terms of greening [7] - Coral reef ecosystem quality improved to over 60%, and mangrove area reached 465,000 acres, with China being one of the few countries to see a net increase in mangrove area [7]