美国政府陷入"停摆"状态。受美国政府停摆影响，原定于北京时间10月3日20:30公布的美国9月季调后非农就业人口变动、美国9月失业率数据尚未公布。 美国劳工部长表示，一旦政府重新开门，将立即公布9月就业数据。 美联储古尔斯比表示，芝加哥联储估计9月份失业率应在4.3%。古尔斯比称，对"前置性"降息持谨慎态度。 10月3日，美股三大指数小幅高开，道琼斯指数涨0.18%，标普500指数涨0.14%，纳斯达克综合指数涨0.13%。开盘后，道指小幅拉升。 | 道琼斯工业平均 | | | DJIA | 纳斯达克 | | | IXIC | 标普500 | | | SPX | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 46800.79 | | | 281.07 0.60% | 22890.65 | | | 46.60 0.20% | 6736.87 | | | 21.52 0.32% | | 46803.37 | | | 0.61% | 22925.43 | | | 0.36% | 6740.68 | | | 0. ...

热门中概股周一多数上涨，纳斯达克中国金龙指数涨2.03%。迅雷涨超9%，哔哩哔哩、阿里巴巴、新东 方、搜狐、网易有道涨超4%，理想、京东涨超3%，百度、网易、蔚来涨超2%，小鹏涨超1%。 来源：滚动播报 ...

| | | | 再鼎医药 | 32.960 | 4.24 | | --- | --- | --- | | ZLAB | | | | 迅雷 | 8.770 | 4.16 | | XNET | | | | 哔哩哔哩 | 27.140 | 4.02 | | BILI | | | | 阿里巴巴 | 178.715 | 3.96 | | BABA | | | | 虎虎科技 | 4.950 | 3.77 | | HUHU | | | | 声网 | 3.870 | 3.20 | | API | | | | 贝壳 | 20.050 | 3.08 | | BEKE | | | 黄金方面，现货黄金涨约1.8%，最高升至3832.75美元/盎司，刷新历史新高。 北京时间9月29日晚，美股三大指数高开后走势分化。大型科技股普涨，截至23:39分左右，道指跌0.19%，纳指、标普500指数微涨。 中概股集体上涨，纳斯达克中国金龙指数一度涨超2%，截至发稿涨1.55%，小马智行涨近7%，新东方、迅雷、哔哩哔哩等涨超4%。 | 旅方 | 纳斯达克中国金龙指数 | L | | --- | --- | --- | | | 8662.95 1. ...

Core Viewpoint - The new version of Xunlei introduces a third-party cloud storage download feature, enhancing convenience for users managing multiple cloud storage accounts, but the download speed for non-member users remains limited [1][4][8]. Group 1: New Features - The new version allows users to authorize and access files from major cloud storage services like Baidu Cloud, Alibaba Cloud, and Jiu Guo Cloud directly within the Xunlei client [1][3]. - Users can view and download resources in various formats such as MP4, MKV, and MOV, with the option for original quality playback [1][7]. Group 2: Download Speed - Non-member users experience no significant improvement in download speed, as the service relies on MD5 file matching and server acceleration, resulting in similar speeds to the original cloud storage client for less popular files [4][8]. - Average download speeds for non-members are reported at 150KB/s, with speeds dropping to 70KB/s after 10 minutes [5]. Group 3: Membership and Limitations - Free users face limitations on the number of times they can use the video playback feature, with additional views requiring watching advertisements [7]. - To fully utilize the new features and achieve smoother performance, users are encouraged to subscribe to memberships for various cloud storage services, which can be costly [8].

Core Insights - Chinese concept stocks experienced significant gains, with the top five performers showing substantial increases in their stock prices [1] Group 1: Top Gainers - YSXT (益盛鑫科技) saw a rise of 17.29%, closing at 3.120 with a trading volume of 2.5451 million [1] - AEHL (羚羊控股) increased by 16.47%, closing at 3.890 with a trading volume of 1.8421 million [1] - YQ (一起教育科技) rose by 14.89%, closing at 3.550 with a trading volume of 0.177 million [1] - XNET (迅雷) gained 11.63%, closing at 8.160 with a trading volume of 14.1454 million [1] - BIDU (百度) increased by 11.34%, closing at 137.830 with a trading volume of 2.661 billion [1]

Group 1 - The Nasdaq Golden Dragon China Index increased by 2.85% on Wednesday, indicating a positive trend for Chinese concept stocks [1] - Baidu and Xunlei both saw their stock prices rise by over 11%, reflecting strong investor interest [1] - NIO's stock price increased by over 6%, suggesting a favorable market sentiment towards electric vehicle companies [1] Group 2 - Bilibili, Alibaba, and Li Auto experienced stock price increases of over 2%, indicating a stable performance among major tech companies [1] - JD.com and NetEase saw their stock prices rise by over 1%, contributing to the overall positive performance of the sector [1]

Market Performance - On September 11, US stock indices reached historical highs, with the S&P 500 up 0.85%, Nasdaq up 0.72%, and Dow Jones up 1.36% [1] - Major tech stocks showed mixed results, with Micron Technology rising 7.55%, Tesla up 6.04%, and Apple up 1.43%, while Nvidia, Meta, and Amazon saw slight declines [1] Chinese Stocks - The Nasdaq Golden Dragon China Index increased by 2.89%, with notable gains from companies like Global Data and Century Internet, which rose over 14%, and Alibaba, which rose 8% [1] AI Chip Development - Alibaba and Baidu have reportedly begun using self-designed chips for training their AI models, partially replacing Nvidia's chips, although neither company has confirmed this information [1] Unemployment Claims - The number of first-time unemployment claims in the US reached 263,000, marking the highest level since October 2021, with an increase of 27,000 from the previous week [3] Inflation Data - The US Consumer Price Index (CPI) for August showed a month-on-month increase of 0.4% and a year-on-year increase of 2.9%, while the core CPI rose 0.3% month-on-month and 3.1% year-on-year [5] Federal Reserve Expectations - Following the CPI data, the probability of a 25 basis point rate cut by the Federal Reserve in September is estimated at 89.1%, with a 10.9% chance for a 50 basis point cut [5]

Group 1 - The performance of popular Chinese concept stocks is mixed, with NetEase rising over 2%, while XPeng Motors and Alibaba both falling over 2% [1] - Li Auto's Q2 net profit increased nearly 70% quarter-on-quarter, but its Q3 guidance is weaker than expected, with a projected vehicle delivery drop of 37.8% to 41.1% year-on-year [2][4] - Trip.com Group reported a Q2 net income of RMB 14.843 billion, a year-on-year increase of 16.22%, with a net profit of RMB 4.846 billion, up 26.43% year-on-year [3][4] Group 2 - Li Auto's total revenue decreased by 4.5% year-on-year, with net profit remaining stable year-on-year but showing a significant quarter-on-quarter growth of 69.6% [4] - The company expects Q3 total revenue to decline sharply by 38.8% to 42.1% year-on-year, estimating between RMB 24.8 billion to RMB 26.2 billion [4]

Core Viewpoint - On August 25, Xunlei (XNET) opened with a 4.3% increase, reaching $7.52 per share, with a total market capitalization of $470 million [1] Financial Performance - As of June 30, 2025, Xunlei's total revenue is projected to be $192 million, representing a year-on-year growth of 20.52% [1] - The net profit attributable to shareholders is expected to be $727 million, showing a significant year-on-year increase of 11,266.75% [1] Company Overview - Xunlei is an offshore company registered outside of China, operating through its domestic subsidiary, Shenzhen Xunlei Network Technology Co., Ltd., which was established in 2003 [1] - The company provides cloud computing services based on large-capacity entertainment data transmission, utilizing advanced cloud acceleration technology to enhance data transfer speed across multiple devices [1]

Market Performance - The three major U.S. stock indices closed mixed, with the Dow Jones up 0.04%, the S&P 500 down 0.24%, and the Nasdaq down 0.67% [1] - Major tech stocks mostly declined, with Intel down approximately 7%, and Google, Amazon, Apple, and Tesla down over 1% [1] - Popular Chinese concept stocks showed mixed performance, with upward movements in companies like Xiangshang Rongke up over 4% and JinkoSolar and Beike up over 2%, while companies like Xunlei fell over 7% [1] European Market - European stock indices closed mixed, with Germany's DAX down 0.6%, France's CAC40 down 0.08%, and the UK's FTSE 100 up 1.08% [1] Commodity Prices - International precious metal futures generally rose, with COMEX gold futures up 1.00% at $3392.20 per ounce and COMEX silver futures up 1.51% at $37.90 per ounce [1] - U.S. oil main contract rose 1.73% to $62.84 per barrel, while Brent crude oil main contract increased by 1.76% to $66.95 per barrel [1] Currency and Debt Markets - The U.S. dollar index fell 0.03% to 98.25, while the offshore RMB against the U.S. dollar rose by 66 basis points to 7.1815 [1] - U.S. Treasury yields mostly declined, with the 2-year yield up 0.18 basis points at 3.739%, while the 10-year yield fell 1.94 basis points to 4.287% [1] - European bond yields generally decreased, with the UK 10-year yield down 6.8 basis points at 4.670% and Germany's 10-year yield down 3.2 basis points at 2.715% [1]