A股晚间热点 | 中美将举行会谈！事关关税措施

Group 1: US-China Talks - The upcoming talks between US Treasury Secretary Janet Yellen and Chinese Vice Premier He Lifeng will address unilateral tariff measures, export controls, and issues related to TikTok [1] Group 2: Financial Indicators - As of the end of August, the total social financing stock and broad money supply (M2) both grew by 8.8% year-on-year, while RMB loans increased by 6.8% [2] - Analysts suggest that the current economic transition in China is towards medium-high growth, with a focus on structural transformation and maintaining support for the real economy through stable monetary policy [2] Group 3: Fiscal Policy - The Ministry of Finance indicated that fiscal policy will continue to balance risk prevention and development promotion, with ample room for future fiscal policy adjustments [3] Group 4: Biomedical Innovation - The State Council emphasized the need to promote innovation in biomedical technology, accelerate research and development, and ensure the safety and quality of clinical applications [4] Group 5: Central Bank Operations - The People's Bank of China announced a 600 billion yuan reverse repurchase operation to maintain liquidity in the banking system, with a term of 6 months [5] Group 6: Renewable Energy - The National Development and Reform Commission and the National Energy Administration issued a notice to improve pricing mechanisms for renewable energy, aiming for a minimum of 60% self-consumption of renewable energy for new projects by 2030 [6] Group 7: Quality Certification - Fifteen departments, including the State Administration for Market Regulation, released guidelines to accelerate the digital development of quality certification, focusing on key areas such as industrial robots and smart agricultural technology [8] Group 8: REITs Development - The National Development and Reform Commission issued a notice to support the listing of more qualified private REITs in the infrastructure sector, aiming to revitalize existing assets and expand effective investment [9] Group 9: US Stock Market Performance - The US stock market showed mixed results, with Tesla shares rising nearly 5%, driven by strong demand for the Model Y L [10] Group 10: Russian Interest Rate Cut - The Central Bank of Russia lowered its key interest rate by 100 basis points to 17.00%, despite calls for more aggressive easing [11] Group 11: Defense Industry Concerns - Rheinmetall, Germany's largest defense contractor, warned that military drones may become the biggest bubble in the defense sector due to insufficient government orders [12] Group 12: European Central Bank Predictions - JPMorgan has pushed back its forecast for the European Central Bank to cut interest rates until December, joining other banks in this prediction [13][14] Group 13: Commercial Space Industry - China's Long March 10 rocket successfully completed its second tethered ignition test, marking a significant milestone in the development of the commercial space industry [16] - The rapid increase in satellite launches indicates that China's satellite internet is entering a phase of accelerated networking [16]