Group 1: Key Economic Events - The week of November 24-30 will feature significant financial events, including earnings reports from Alibaba, Meituan, Li Auto, NIO, and Pony.ai, as well as the Huawei product launch for the Mate 80 series [6][7] - The U.S. Department of Labor will release the September PPI on November 25, while the U.S. Commerce Department will publish the third-quarter GDP revision and October personal income and spending data on November 26 [9][10] - China's official manufacturing PMI and October profits of industrial enterprises will be released next week, with the manufacturing sector showing signs of a slowdown [10] Group 2: Corporate Earnings - Alibaba's earnings report is scheduled for November 25 before the U.S. market opens, followed by Meituan on November 29, and earnings from Li Auto and NIO also expected [7][8] - Newly listed companies such as Pony.ai and WeRide will also report earnings, alongside established firms like Dell, HP, and Bosideng [7] Group 3: Political and Regulatory Developments - Trump plans to sign an AI policy called the "Genesis Mission" at the White House, which may involve increased collaboration between national laboratories and private sectors in AI technology [12] - Trump has set a deadline of November 27 for Ukraine to accept the U.S. "28-point plan," which includes commitments from Ukraine regarding NATO and peace negotiations with Russia [11][12] Group 4: Market Insights - Michael Burry has indicated that major tech companies are underestimating depreciation, which could inflate profits by $176 billion from 2026 to 2028, with specific companies like Oracle and Meta facing significant profit overstatements [12][13]

Investment Rating - The industry rating is "Recommended" [4] Core Insights & Investment Recommendations - Unity and Epic Games announced a strategic partnership to create an open and interoperable ecosystem for game engines, allowing developers to publish Unity games on the Fortnite platform with over 500 million registered accounts, enhancing user reach and commercialization efficiency [2][21] - NVIDIA's quarterly performance exceeded expectations, with data center revenue growing by 289% year-on-year, reflecting strong demand for AI infrastructure [3][22] - The report suggests focusing on investment opportunities in leading internet companies in Hong Kong, the gaming industry, and the film and cultural tourism sectors, driven by consumption policies and technological empowerment [3][22] Sub-industry Data Film Industry - The top three films by box office this week are "Demon Slayer: Infinity Castle" with 134.67 million yuan (42.9% market share), "Wild Era" with 75.67 million yuan (24.1%), and "Now You See Me 3" with 55.44 million yuan (17.7%) [23][24] Gaming Industry - The top three iOS games by revenue are "Teamfight Tactics," "Dungeon & Fighter: Origin," and "Honor of Kings," while the top three Android games are "Heart Town," "Sword and Magic Legend," and "My Leisure Time" [25] TV Series Industry - The top three TV series by broadcasting index are "Tang Dynasty Ghost Stories: Chang'an," "Four Happiness," and "Phoenix Platform," with indices of 85.5, 82.4, and 81.8 respectively [26][27] Variety Shows & Animation - The top variety show is "Now Departing Season 3" with a broadcasting index of 82.4, followed by "Wonderful Night Season 2" and "Flowers and Youth Together" [28][29] - The top three animated shows by viewership index are "Xian Ni" with 212.8, "Happy Hammer" with 191.6, and "Swallowing the Starry Sky" with 187.2 [30]

Group 1 - Chengdu allows eligible stock rental housing to be converted into ordinary commercial housing for market trading [2] - Guangzhou shortens the waiting period for public rental housing subsidies from 5 years to 3 years [3] - Beijing has built and collected over 670,000 units of affordable housing since the start of the 14th Five-Year Plan [4] Group 2 - Guangzhou continues to acquire stock commercial housing for use as affordable housing, easing the source collection threshold [5] - Hangzhou Qiantang District launches 1,291 public rental housing units with a minimum monthly rent of 400 yuan [6] - Chengdu's rental housing project in Wenjiang District releases 193 new units [7] Group 3 - Chengdu's first TOD rental housing project in Jinniu District offers 523 units [8] - Sanya plans to convert 1,056 units from the International Tourism Island Talent Entrepreneurship Base into affordable rental housing [9] - Meituan launches its first "rider apartments" in cities like Beijing, providing affordable housing for delivery riders [10] Group 4 -招商基金's Shekou rental housing REIT announces a high dividend distribution of 99.83% [11] - Nanjing's 10.58 billion yuan ABS project for innovation and technology affordable housing is terminated [12] - Lishui's 10.84 billion yuan ABS project for affordable housing is updated to "feedback received" status [13] Group 5 - Urumqi's 12.64 billion yuan ABS project for affordable rental housing is accepted [14] - Zhongjian Xingfu's apartment in Shanghai Songjiang opens, providing 536 units [15] - Yuexiu's first long-term rental apartment in Shanghai officially opens [16] Group 6 - The third Maimian Housing Rental Project Ceremony gathers industry leaders to explore solutions for youth housing and promote high-quality development in the rental sector [17]

布"同舟计划"未来五年规划（摄影：陆原） 投入百亿深耕骑手福利，首批"骑手公寓"在北京等地揭牌 自2020年启动，"同舟计划"已成为外卖配送行业内时间早、投入大的灵活就业福利保障专项，美团已投 入20亿元，围绕骑手工作保障、体验提升、职业发展、生活关怀等方面进行了一系列探索。在"同舟计 划"框架内，美团近年先后推动了"取消超时扣款"等十次算法公开和改进，推广职业伤害保障和养老保 险补贴，召开近千场骑手恳谈会收集数百条骑手反馈，与社会各界共建近4万个"骑手友好社区"，向大 病关怀金、袋鼠宝贝等项目投入2.6亿元，帮扶全行业超过8000名骑手及其子女。 在"同舟计划"五周年活动上，美团宣布未来五年将投入100亿，进一步深耕骑手福利，围绕"工作体 验""职业发展""生活关怀"等方面继续投入，在美团骑手社保覆盖全国的基础上，构建更全面的"基础保 障+进阶保障+生活福利"骑手福利保障模式。 11月21日，美团在北京举办"同舟计划"五周年故事分享会，宣布未来五年将投入100亿元构建更全面的 骑手保障体系。在北京、深圳、重庆等地，美团推出了"骑手公寓"，为骑手提供性价比高、安全性强的 保障性住房。针对骑手的家庭保障需求，美 ...

责任编辑：张恒星 新浪科技讯 11月22日晚间消息，近日，美团在北京举办"同舟计划"五周年故事分享会，宣布未来五年 将投入100亿元构建更全面的骑手保障体系。在北京、深圳、重庆等地，美团推出了"骑手公寓"，为骑 手提供性价比高、安全性强的保障性住房。针对骑手的家庭保障需求，美团将大病关怀金保障从骑手及 其子女延伸至配偶、父母，并扩大袋鼠宝贝公益计划对骑手子女的保障范围。 在"同舟计划"五周年活动上，美团宣布未来五年将投入100亿，进一步深耕骑手福利，围绕"工作体 验""职业发展""生活关怀"等方面继续投入，在美团骑手社保覆盖全国的基础上，构建更全面的"基础保 障+进阶保障+生活福利"骑手福利保障模式。 据悉，自2020年启动，"同舟计划"已成为外卖配送行业内时间最早、投入最大的灵活就业福利保障专 项，美团已投入20亿元，围绕骑手工作保障、体验提升、职业发展、生活关怀等方面进行了一系列探 索。在"同舟计划"框架内，美团近年先后推动了"取消超时扣款"等十次算法公开和改进，推广职业伤害 保障和养老保险补贴，召开近千场骑手恳谈会收集数百条骑手反馈，与社会各界共建近4万个"骑手友好 社区"，向大病关怀金、袋鼠宝贝等项目 ...

11月21日，美团在"同舟计划"五周年故事分享会上宣布，未来五年将投入100亿元构建更全面的骑手保 障体系。在北京、深圳、重庆等地，美团推出了"骑手公寓"。 （原标题：100亿元！美团：推出骑手公寓！） 责编：叶舒筠 校对：苏焕文 来源：新京报 目前，"骑手公寓"正在北京、深圳、重庆等地探索试点，首批房源预计满足超过600名骑手需求，首批 水电暖及网络费用由美团承担，明年项目将拓展至全国更多城市。 ...

针对骑手的家庭保障需求，自2025年11月起，美团全面升级"骑手大病关怀计划"，在骑手及其子女的基 础上，将骑手父母和配偶也纳入保障范围。"袋鼠宝贝公益计划"也进一步将关怀对象拓展至0-18岁不同 成长阶段的骑手子女，提供全周期的公益支持，并新增袋鼠宝贝奖学金和袋鼠宝贝之家的托育支持。 活动中，美团还邀请了一众骑手生态相关方分享他们与骑手的暖心故事，包括在站点里为听障骑手做翻 译的手语老师、运营袋鼠宝贝之家的公益机构负责人、参与共建"骑手友好社区"的物业经理、从"骑手 上大学"项目成功毕业的骑手学员等。 编辑 唐峥 在"同舟计划"五周年活动上，美团宣布未来五年将投入100亿元，在美团骑手社保覆盖全国的基础上， 构建更全面的"基础保障+进阶保障+生活福利"骑手福利保障模式。 下个五年，美团将把骑手关怀保障从工作延伸至生活、从骑手延伸至家庭。会上，美团宣布启动"骑手 公寓"项目，为骑手提供保障性住房。 据了解，"骑手公寓"选址均在城市热门商圈附近，方便骑手日常工作生活，通过平台补贴确保实际月租 金始终低于市场水平。公寓设置单人间、多人间、家庭房等不同房型。"骑手公寓"不限骑手跑单类型， 所有类型骑手均可申请，初期 ...

证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes 11月21日，美团在"同舟计划"五周年故事分享会上宣布，未来五年将投入100亿元构建更全面 的骑手保障体系。在北京、深圳、重庆等地，美团推出了"骑手公寓"。 目前，"骑手公寓"正在北京、深圳、重庆等地探索试点，首批房源预计满足超过600名骑手需求，首批水 电暖及网络费用由美团承担，明年项目将拓展至全国更多城市。 来源：新京报 责编：叶舒筠 校对： 苏焕文 版权声明 END 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 字节跳动，大消息！风投女王出手！ 丨 中美两军举行年度会晤 丨 "鸽声"提振市场！美股全线上 涨！ 丨 降息，突发！美联储，重磅发声！ 丨 A股重磅！603037、300620，重大资产重组！ 丨 证 监会出手！688669、002963，被立案！ 丨 比特币，崩了！近40万人爆仓！ 丨 刚刚，暴涨超 1600%！ 丨 亚太股市，全 ...

11月21日，美团宣布未来五年将投入100亿元构建更全面的骑手保障体系。在北京、深圳、重庆等地， 美团推出了"骑手公寓"，为骑手提供性价比高、安全性强的保障性住房。针对骑手的家庭保障需求，美 团将大病关怀金保障从骑手及其子女延伸至配偶、父母，并扩大袋鼠宝贝公益计划对骑手子女的保障范 围。 ...

美团表示，以北京天坛附近的骑手公寓为例，美团骑手可以700元的月租价入住单间公寓，而同区域房型月租金约为1500元。 所有的骑手公寓，都将配备环保精装与家电网络等，并由专门团队提供保洁、维修等服务，确保骑手拎包入住。 每经编辑｜何小桃 美团11月21日宣布，将在全国各地建设骑手公寓，有住房需求的骑手可申请入住相关公寓。美团将为骑手提供租房补贴，确保实际月租金始终低于市场水 平。 据称，骑手公寓不限骑手跑单类型，所有类型骑手均可申请，将重点覆盖有过渡住房需求的骑手。 "骑手公寓"设置单人间、多人间、家庭房等不同房型，提供独立淋浴房、洗衣机、饮水机、24小时热水供应等保障。 据中国新闻周刊报道，目前，平台将结合骑手意向优先安排困难骑手、先锋骑手，以及跑单时间长的稳定骑手入住。有骑手称，"我来北京3年了，换过 4、5次住处，一直很难找到便宜合适的房子。住进来之后，也算是在北京安家了。" 美团表示，近期在北京、深圳和重庆等地，首批将陆续有600名骑手顺利入住。 ® 在这住着輕愛不開息搬家 外動!!!! 月旭远低汽声动场价。 透言专人保洁 温溪间 CDE rstip 游戏 推分全部 值得注意的是，最近几年，多家科技巨头 ...