24小时环球政经要闻全览 | 9月29日

Market Overview - Major global stock indices showed mixed performance, with the Dow Jones Industrial Average up by 0.65% and the S&P 500 increasing by 0.59%, while the Shanghai Composite Index fell by 0.65% [1] Industrial Profit Growth - From January to August 2025, profits of large-scale industrial enterprises in China reached 46,929.7 billion yuan, marking a year-on-year increase of 0.9%, reversing a downward trend since May [2] - In August alone, profit growth surged to 20.4%, a significant improvement from a decline of 1.5% in July [2] - The manufacturing and electricity sectors reported profit increases of 7.4% and 9.4%, respectively, with private enterprises showing a notable growth of 3.3% [2] AI Impact on Employment - Walmart's CEO Doug McMillon stated that AI will transform every job role, and the company plans to maintain its global workforce of 2.1 million employees over the next three years, although the job composition will undergo significant changes [8] Investment Performance - ARK Innovation ETF, managed by "Wood Sister," has seen a remarkable increase of 73.6% over the past 250 trading days, significantly outperforming Berkshire Hathaway, which only rose by 9.26% [9] - The strong performance of ARK is attributed to its heavy investments in AI and robotics, benefiting from a global tech recovery, while Berkshire's conservative value investment strategy has resulted in lower but steadier returns [9]