每经编辑｜陈鹏程 王晓波 欧洲三大股指收盘全线下跌，德国DAX指数跌1.76%报23845.41点，法国CAC40指数跌0.18%报8174.2点，英国富时100指数跌0.86%报9354.57点。 1 李强主持召开国务院常务会议 国务院总理李强10月17日主持召开国务院常务会议，听取关于有效降低全社会物流成本行动落实情况汇报，部署拓展绿色贸易的有关举措，研究进一步做好 粮食和农业生产工作，审议通过《生态环境监测条例（草案）》和《对外使用国徽图案的办法（修订草案）》。（央视新闻） 2 隔夜市场 美股三大指数集体收涨，道指涨0.52%，本周累计上涨1.56%；纳指涨0.52%，本周累计上涨2.14%；标普500指数涨0.53%，本周累计上涨1.7%；热门科技 股涨跌不一，特斯拉涨超2%，苹果涨近2%，甲骨文跌超6%，超微电脑、ARM跌超3%，博通跌超1%。纳斯达克中国金龙指数跌0.14%，本周累计上涨 1.83%，中概股涨跌不一，新东方涨超2%，阿里巴巴、京东涨超1%，知乎、爱奇艺跌超1%，金山云跌超4%。 国际金价冲高回落，现货黄金盘中最高涨至4380.79美元的历史高位，尾盘出现跳水，一度跌破4200美元关 ...

中经记者 李立 上海报道 越来越长的"双11"电商大促日前迎来新玩家。 10月16日，天猫总裁家洛在天猫"双11"发布会上宣布，第17个天猫"双11"也将是第一个淘宝闪购全面参 与的"双11"。 从7月加入与美团、京东的外卖大战，淘宝天猫终于走到转折时刻，将外卖大战的流量与战果带入"双 11"。"预计未来5年，闪购会为平台带来万亿新增量。"阿里巴巴中国电商事业群淘宝总裁处端预测。 与此形成鲜明对比的是，曾经高调掀起外卖战的京东外卖，没有出现在京东"双11"的作战计划中。另一 边还没有出招的美团仍在密切关注中，"如果'双11'对方补贴太猛，美团没有动作是不负责任的。"一位 接近美团的人士认为。 外卖大战激活的流量如何为品牌带来转化与新增量，"双11"将是最直接的实验场。 "淘宝闪购"加速 9月以来，消费者的直接感觉是外卖补贴力度减弱，外卖大战降温，淘宝闪购却按下了加速键。 一些天猫品牌商家对《中国经营报》记者表示，收到入驻淘宝闪购的邀约，通过后台开放通道可以直接 接入淘宝闪购。对于商家来说，这是值得试一试的新玩法。 接入淘宝闪购以后可以实现"一店多端"，既能在淘宝主站、淘宝闪购展示，也会同步出现在饿了么、支 付 ...

Core Viewpoint - The Nasdaq China Golden Dragon Index closed down by 0.15%, indicating a mixed performance among popular Chinese stocks [1] Company Performance - Alibaba and JD.com both saw their stock prices increase by over 1% [1] - However, WeRide experienced a decline of over 4%, while Pony.ai fell by more than 5% [1]

Group 1 - The core viewpoint of the articles indicates a positive outlook on equity assets, with multiple fund managers expressing optimism for the fourth quarter and beyond [5][6] - The technology growth sector has become a focal point for fund allocation, with significant adjustments in holdings towards high-end manufacturing industries such as new energy, electronics, and military technology [2][3] - Fund managers are particularly focused on AI-related investments, emphasizing efficiency-driven internet leaders, new application-driven companies, and cloud service providers [2][5] Group 2 - The top holdings of the funds reveal a strong concentration in leading companies, with significant positions in Ningde Times, Tencent, and Enjie, among others [3] - Fund sizes have seen substantial growth, with the泉果旭源三年持有期混合基金 increasing from 13.08 billion to 19.07 billion, driven by net value appreciation [4] - The AI industry is experiencing a shift in its driving model, with a notable expansion in demand for computing power and a transition towards application-driven growth [6]

其实，马云的创业之路从一开始就充满了质疑和嘲笑。1999年，马云带着18个人来到北京创业，那一年大家还不明白"电商"是什么意思。 提起马云，人们往往会想到他的"狂"，但在金一南看来，这份"狂"恰恰是马云逆袭人生的关键。 回顾马云早年的创业之路，他的与众不同、敢想敢做，几乎和我国传统企业家的形象完全相反。 金一南曾多次在公开场合谈到马云，认为马云的"狂"不是缺点，而是中国企业家最需要的品质之一。 金一南回忆，2018年，他应邀为阿里巴巴高管做了一场讲座。那次讲座地点并不在北京、杭州这样的大城市，而是马云坚持要选在福建古田，重温历史的现 场。 阿里巴巴高管们分两批前往，学习古田会议精神，整个团队在会议结束后还讨论到凌晨四点半。 金一南深刻感受到，这是一支极具战斗力的团队，他们不仅关注企业管理，更不断从历史中汲取智慧。 正是这种对经验的重视，让阿里巴巴的团队保持着旺盛的生命力。 那时马云还没有名气，分论坛报名冷场，是我国驻外使馆动员留学生和企业家才勉强凑了点人气。 马云见人就发名片，热情邀请大家到阿里巴巴投资、就业。但大多数人拿完名片转身就扔了。 论坛结束后，大家议论纷纷，说马云口才太好、气势太大、长相太普通，甚至 ...

Core Viewpoint - Alibaba and Ant Group have jointly invested $925 million (approximately 6.6 billion RMB) to purchase the top 13 floors of the One Island East office building in Hong Kong, marking a shift from leasing to owning property for their headquarters [1][2]. Group 1: Investment Details - The total acquisition price for the One Island East property is $925 million, with a total building area of approximately 301,600 square feet, resulting in an average price of about 235,500 RMB per square meter [2]. - This transaction sets a new record for the largest commercial property sale in Hong Kong this year, surpassing the previous record of 6.3 billion HKD for the purchase of the top 9 floors of the Central Plaza [2]. - The deal is expected to be completed by December 31, 2025, pending the fulfillment of certain conditions [1]. Group 2: Market Context - The acquisition coincides with a significant recovery in Hong Kong's commercial property market, with multiple transactions exceeding 100 million HKD reported in August [3]. - The market has seen a notable decline in ground floor shop prices, with reductions ranging from 20% to 50%, attracting investors to enter the market [3]. - Institutional investors and long-term funds are actively positioning themselves in the market, indicating a strong interest in commercial properties following substantial price adjustments [3]. Group 3: Company Financials - For the first quarter of the new fiscal year ending June 30, 2025, Alibaba reported a slight revenue increase of 2% to 247.65 billion RMB, while net profit surged by 76% to 42.38 billion RMB [2]. - As of June 30, 2025, Alibaba's cash and other liquid investments amounted to 585.66 billion RMB, indicating a strong cash flow position [2].

10月17日恒生指数下跌2.48%，南向资金全天合计成交金额为1530.05亿港元，其中，买入成交796.54亿 港元，卖出成交733.51亿港元，合计净买入金额63.03亿港元。具体来看，港股通（深）累计成交金额 587.15亿港元，买入成交296.81亿港元，卖出成交290.34亿港元，合计净买入金额6.47亿港元；港股通 （沪）累计成交金额942.90亿港元，买入成交499.73亿港元，卖出成交443.17亿港元，合计净买入金额 56.56亿港元。 10月17日南向资金成交活跃股 | 代码 | 简称 | 成交金额（万港元） | 成交净买入（万港元） | 今日涨跌幅（%） | | --- | --- | --- | --- | --- | | 03690 | 美团-W | 309321.72 | 114947.15 | -4.30 | | 02800 | 盈富基金 | 94205.37 | 93778.82 | -2.56 | | 00883 | 中国海洋石油 | 138404.39 | 53920.18 | -1.85 | | 01810 | 小米集团-W | 584799.95 | 41411.57 ...

成交活跃股方面，沪市港股通前十大成交活跃股中，阿里巴巴-W成交额为84.11亿港元，成交金额居 首；其次是中芯国际、小米集团-W，成交金额分别为54.54亿港元、32.57亿港元。以净买卖金额统计， 美团-W净买入额为6.48亿港元，净买入金额居首，该股收盘股价下跌4.30%。净卖出金额最多的是阿里 巴巴-W，净卖出11.12亿港元，收盘股价下跌4.22%。 深市港股通前十大成交活跃股中，成交额居首的是阿里巴巴-W，成交金额53.02亿港元；其次是中芯国 际、小米集团-W，成交金额分别为43.85亿港元、25.91亿港元。以净买卖金额统计，有5只股为净买 入，净买入金额最多的是盈富基金，净买入9.38亿港元，该股收盘下跌2.56%。净卖出金额最多的是中 芯国际，净卖出17.37亿港元，收盘股价下跌6.50%。（数据宝） 10月17日恒生指数下跌2.48%，报收25247.10点，全天南向资金通过港股通渠道合计净买入63.03亿港 元。 证券时报·数据宝统计，10月17日港股通全天合计成交金额为1530.05亿港元，成交净买入63.03亿港元。 具体来看，沪市港股通成交金额942.90亿港元，成交净买入56.5 ...

Its shares have dropped amid an escalating trade conflict between Beijing and Washington. ...

Market Overview - The U.S. stock market opened mixed with the Dow Jones up 0.01%, Nasdaq down 0.53%, and S&P 500 down 0.3% [1] - Notable declines were observed in pharmaceutical stocks, with Novo Nordisk down over 4% and Eli Lilly down over 3% following Trump's announcement of price reductions for weight loss drugs [1] - Bank stocks also fell, with Deutsche Bank down over 3% and Barclays down over 2% [1] - Other notable declines included Kingsoft Cloud and NIO, both down over 3% [1] Company News - Oracle reported that its AI cloud gross margin could reach 35%, citing a six-year AI infrastructure project with total revenue of $60 billion [2] - In the last 30 days, Oracle signed new cloud infrastructure supply contracts worth $65 billion, consisting of seven contracts from four different clients, including Meta but not OpenAI [2] - Alibaba and Ant Group announced a joint investment of $925 million (approximately 6.6 billion RMB) to acquire a 13-story commercial building in Hong Kong, establishing their headquarters there to expand international business [3] - Schlumberger reported a 2.5% year-over-year decrease in Q3 revenue, totaling $8.93 billion, while adjusted earnings per share were $0.69, exceeding market expectations of $0.66 [4] - Morgan Stanley predicts that the flying car industry will create a market size of $300 billion by 2030, with potential growth to $9 trillion by 2050, highlighting China's potential as the largest urban low-altitude transportation market [5]