【导读】 标普500指数、纳指创收盘新高； 美联储公布9月议息会议纪要，未来降息路径现 分歧！ 中国基金报记者 郭玟君 10月8日，美国三大股指多数收涨，标普500指数、纳指创收盘新高，中概股多数上涨。美国 参议院再次否决两党拨款法案，联邦政府继续停摆。 标普500指数、纳指创收盘新高 美国三大股指多数收涨，道指持平，报46601.78点；标普500指数涨0.58%，报6753.72 点；纳指涨1.12%，报23043.38点。其中， 标普500指数、纳指创收盘新高 。 大型科技股多数上涨，万得美国科技七巨头指数上涨0.84%。英伟达涨2.20%，亚马逊涨 1.55%，特斯拉涨1.29%，领涨美国科技七巨头。 | 涨跌 涨跌幅▼ 年初至今 时间 名称 | 代码 | - 现价 | | | | --- | --- | --- | --- | --- | | 英伟达(NVIDIA) NVDA 1 189.110 4.070 2.20% | | | | 40.85% 16:00 | | 亚马逊(AMAZON) AMZN 2 225.220 | | | 3.440 1.55% | 2.66% 16:00 | | 特斯拉 ...

2025年的双十一，比往年都来的更早一些。 这不，就在不少人还沉浸在国庆假期的尾声时，电商平台的购物节枪声已提前鸣响。10月9日起，一年 一度的双十一电商大战正式拉开帷幕，相比去年的10月14日，足足又提早了五天。 这场全民购物盛宴的发令枪，一年比一年更早扣响，如今更几乎与国庆长假无缝衔接。我们不禁要问： 双十一的边界，究竟在哪里？ 随后的几年里，双十一的销售纪录以几何级数增长：2010年9.36亿元，2011年33亿元，2012年191亿 元。 随着规模扩大，单纯一天的活动已无法承载巨大的流量和交易量。 2012年，天猫首次将活动延长至11月11日之前的几天，形成了"双十一周期"的雏形。 这一变化缓解了系统压力，也为商家提供了更灵活的运营空间。到2015年，双十一已发展为从11月1日 开始的系列活动，阿里巴巴开始推广"双十一狂欢季"而非"双十一狂欢日"的概念。 2020年，双十一时间线提前实现重大突破。天猫首次将会场分为两波：第一波从10月21日开始预售，11 月1-3日支付尾款；第二波从11月4日到11日。 这一"双节棍"模式从此被固定下来，标志着双十一正式从一个点的促销，扩展为长达20多天的购物季。 从 ...

Key TakeawaysGold (XAU) has surged past $4,000 an ounce for the first time, marking a significant milestone in a three-year bull run driven by geopolitical uncertainty and investor demand for safe-haven assets.Amazon Pharmacy (AMZN) is set to launch electronic prescription kiosks at its One Medical locations in Los Angeles starting December 2025, aiming to streamline medication access and combat unfilled prescriptions.The German cartel office has initiated an investigation into Chinese e-commerce giant Temu ...

We came across a bullish thesis on PDD Holdings Inc. on Natan’s Substack. In this article, we will summarize the bulls’ thesis on PDD. PDD Holdings Inc.'s share was trading at $131.01 as of September 25th. PDD’s trailing and forward P/E were 14.09 and 11.24 respectively according to Yahoo Finance. Best Beauty Stocks To Buy Now Sorbis/Shutterstock.com During Q2 2025, PDD Holdings reported revenues of RMB 104 billion, in line with expectations, and delivered earnings per share of RMB 22.1, a remarkable 50 ...

U.S. equity markets opened positively today, reflecting cautious optimism among investors. The Dow Jones Industrial Average climbed by 125.83 points, or 0.27%, reaching 46,728.81 after the market open. The S&P 500 also saw gains, up 12.66 points or 0.19%, to 6,727.25, while the Nasdaq advanced by 65.06 points, or 0.28%, to 22,853.42.Temu Faces German Antitrust InvestigationChinese e-commerce platform Temu (parent company PDD Holdings (PDD)) is under scrutiny in Germany as the country's cartel watchdog has i ...

高盛发表10月亚太区策略报告，按「盈利重评领先指标」准则，列出最新的买入股(只列港股及中概股) 名单： 腾讯(00700.HK) 阿里巴巴-W(09988.HK) 小米-W(01810.HK) 友邦(01299.HK) 拼多多(PDD.US) 港交所(00388.HK) 中国平安(02318.HK) 快手-W(01024.HK) 创科(00669.HK) 中国财险(02328.HK) 联想集团(00992.HK) 中通快递－W(02057.HK) 华虹半导体(01347.HK) 金蝶国际(00268.HK) 万国数据-SW(09698.HK) 瑞声(02018.HK) 比亚迪电子(00285.HK) 中国中车(01766.HK) 京东物流(02618.HK) 太古A(00019.HK) 名创优品(09896.HK) 时代电气(03898.HK) 海天国际(01882.HK 中金公司(03908.HK) 潍柴动力(02338.HK) ...

高盛发表10月亚太区策略报告，按「盈利重评领先指标」准则，列出最新的买入股(只列港股及中概股) 名单： 腾讯(00700.HK) 阿里巴巴-W(09988.HK) 小米-W(01810.HK) 友邦(01299.HK) 拼多多(PDD.US) 港交所(00388.HK) 中国平安(02318.HK) 快手-W(01024.HK) 创科(00669.HK) 中国财险(02328.HK) 联想集团(00992.HK) 中通快递－W(02057.HK) 华虹半导体(01347.HK) 金蝶国际(00268.HK) 万国数据-SW(09698.HK) 瑞声(02018.HK) 比亚迪电子(00285.HK) 中金公司(03908.HK) 潍柴动力(02338.HK) 中国中车(01766.HK) 京东物流(02618.HK) 太古A(00019.HK) 名创优品(09896.HK) 时代电气(03898.HK) 海天国际(01882.HK） ...

01 先搞懂 ： 九月港股消费的分化与修复逻辑 九月港股整体震荡，但消费板块呈现明显分化。恒生消费指数上涨约 4% ，其中 非必需消费涨 近 14% ，必需消费微跌约 1% 。结构性复苏的信号明显：消费者开始重新为 " 想要的 " 而非 " 必须的 " 买单。头部品牌凭借产品与渠道优势快速拉开差距，中小企业仍在去库存的泥潭中挣 扎。这一轮复苏更像是一场 " 结构性洗牌 " ，资本市场正在重新定价 " 消费欲望 " 的含金量。 国庆 + 中秋 " 双节 " 叠加旅游与线下回补，将短期推高餐饮、出行、酒店等需求。 但这轮消费 热更偏向 " 情绪复苏 " ，而非 " 收入修复 "—— 节日里愿意花钱，不代表长期信心恢复。政策 层面，四中全会预计将强化 " 稳增长、促消费、提信心 " 的信号，并继续强调数字经济与智能零 售，但其影响更多体现在中长期。短期行情仍由情绪主导，十月机会偏向节假日主题与情绪交易 。 02 再看头部电商：阿里、京东、美团谁在 AI 重构中领跑？ 京东： AI 购物自救，能否逆转颓势？ 与阿里的 " 算力驱动 " 不同，京东的 AI 布局更具防守性。九月的 JDD 大会上，公司宣布 三年 持续投 ...

PDD Holdings Inc. (NASDAQ:PDD) is one of the Best and Cheap Stocks to Buy Right Now. On September 8, Reuters reported that the major Chinese e-commerce players are fighting a pricing war to win instant retail market share. This war is expected to depress the companies’ short to medium-term profits. PDD Holdings Inc. (NASDAQ:PDD) is also facing challenges as other key players in the industry have been flooding customers with discounts and coupons to win market share. Co-CEO of the company, Zhao Jiazhen, no ...

Core Insights - The toothpaste packaging industry is experiencing rapid growth due to increasing awareness of oral health, with the market size in China projected to reach 358.50 billion yuan in 2024, a year-on-year increase of 3.6% [1][7]. - By 2025, the market size is expected to grow to approximately 370.83 billion yuan, driven by rising consumer demands for product quality and packaging design [1][7]. Industry Overview - Toothpaste packaging serves multiple functions, including product protection, user experience enhancement, brand communication, and environmental responsibility [3][7]. - The industry encompasses both inner packaging (directly in contact with toothpaste) and outer packaging (providing protection and brand display) [3][4]. Market Dynamics - The industry is influenced by rising disposable income and consumer spending in China, with per capita disposable income reaching 21,840 yuan in the first half of 2025, a nominal increase of 5.3% year-on-year [5][6]. - The demand for high-quality, eco-friendly, and personalized packaging is expected to drive the industry's transformation towards premium and sustainable solutions [6][10][13]. Competitive Landscape - The toothpaste packaging market is characterized by significant concentration, with major international players like Amcor and Tetra Pak dominating the high-end market [8][9]. - Domestic companies such as Zijiang Group and Kingfa Technology are increasingly replacing imports through technological innovation and product differentiation [9]. Industry Trends - The industry is witnessing a shift towards high-end packaging, with companies using premium materials and innovative designs to enhance product value [10]. - Smart packaging is emerging as a trend, incorporating technology like QR codes for improved consumer engagement and product traceability [11][12]. - Sustainability is becoming a key focus, with brands adopting recyclable and biodegradable materials to meet consumer and regulatory demands [13]. - Personalization is on the rise, with packaging tailored to specific consumer demographics, including children and seniors [14].