#行情 甲骨文盘前大涨超5%。外汇交易员 (@myfxtrader):TikTok CEO周受资在一份备忘录中告诉员工，TikTok 已签署了由特朗普支持的协议，将其美国资产剥离，并与一群主要由美国投资者组成的团体创建一个新实体。Oracle、Silver Lake 和总部位于阿布扎比的MGX将共同拥有这家名为“TikTok USDS 合资企业有限责任公司”实体45%的股份。字节跳动保留近20%的股份。 https://t.co/FeUlso3gn7 ...

Core Viewpoint - The market experienced a rebound with the Shanghai Composite Index rising by 0.36%, the Shenzhen Component Index increasing by 0.66%, and the ChiNext Index up by 0.49%. The trading volume in the Shanghai and Shenzhen markets reached 1.73 trillion, an increase of 704 billion compared to the previous trading day. [1] Market Performance - The market saw rapid rotation of hotspots, with nearly 4,500 stocks rising, although some high-position stocks like Dongbai Group and Pingtan Development faced significant declines towards the end of the trading session. [1] - The Hainan sector surged in the afternoon, with stocks like Hainan Haiyao and Hainan Qiche Group hitting the daily limit. [1][2] - The consumer sector remained strong throughout the day, particularly in retail and dairy, with stocks such as Shanghai Jiubai and Zhuangyuan Pastoral reaching the daily limit. [1][2] Sector Analysis - The Hainan sector is benefiting from the implementation of the Hainan Free Trade Port's full island closure operation, which is expected to attract new industries and increase consumer traffic, providing growth opportunities for businesses in the region. [2] - The consumer sector is supported by recent national policies aimed at expanding domestic demand, which are expected to accelerate the transformation and upgrading of the retail industry. [2] - The smart driving concept stocks saw renewed strength, with companies like Zhejiang Shibao and Luchang Technology hitting the daily limit, following the announcement of the first batch of L3-level conditional autonomous driving vehicle permits by the Ministry of Industry and Information Technology. [3][6] Individual Stock Performance - Over 4,400 stocks closed in the green, with nearly 100 stocks rising over 9%. The consumer sector continued its strong performance, with multiple stocks achieving consecutive limit-ups. [5] - The commercial aerospace sector remained active, with stocks like Xibu Materials and Shenjian Co. also hitting the daily limit, although some popular stocks faced adjustments. [5] Future Market Outlook - The market is expected to face a new round of directional choices, with the Shanghai Composite Index showing relative strength. The focus will be on whether it can maintain its position above the 30-day moving average. [7][8] - Structural opportunities are anticipated, emphasizing the importance of capturing the rotation rhythm among popular themes. [8]

有记者提问：据报道，TikTok已与投资者签署协议，使其在美国继续运营。外交部对此有何评论？ 郭嘉昆：具体问题建议向中方主管部门进行询问。中方在TikTok问题上的立场是一贯明确的。(完) 中新网北京12月19日电 (记者 李京泽)中国外交部发言人郭嘉昆19日主持例行记者会。 ...

据路透社等外媒报道，当地时间12月18日，TikTok首席执行官周受资发出内部信，更新了TikTok美 国业务进展。内部信称，字节跳动、TikTok已与三家投资者签署协议，并将成立一家名为"TikTok美 国数据安全合资有限责任公司（ TikTok USDS Joint Venture LLC）"的新的TikTok美国合资公 司。 来源｜环球时报 编辑 ｜瑜见 在12月19日举行的中国外交部例行记者会上，外交部发言人郭嘉昆在回应外媒记者关于"中方是否批 准该协议以及外交部对此有何评论"的提问时表示，具体问题建议向中方主管部门进行询问。中方在 TikTok问题上的立场是一贯明确的。 ...

编辑 | 格蕾丝 今日推荐 时隔三个月，14天逆回购工具再次启用。12月18日，央行在公开市场开展883亿元7天期逆回购操作，利 率维持在1.40%，并同步进行1000亿元14天期逆回购操作，当日有1186亿元逆回购到期。分析认为，这 体现出当前市场资金面处于较为宽松的态势，这也是央行通过持续注入市场流动性等举措对冲潜在收紧 风险后的结果。 美国总统特朗普周四签署一项行政命令，将"在2028年前让人类重返月球"写入美国国家太空政策，并对 相关政策体系作出调整。行政令取消白宫国家太空委员会，其职能将并入由总统首席科学顾问主导的政 策协调机制。文件同时强调加强太空安全、支持商业航天发展，并重申美国在全球太空竞争中保持领先 地位的目标。 格按照"总额控制、先到先得、用完即止"原则，每个补贴标准的资金额度不共享，申请资金达到活动配 置资金额度后，系统将自动停止接受申请。 中国疾控中心最新监测数据显示，2025年第50周（2025年12月8日至12月14日）北方省份流感病毒检测 阳性率延续上一周的下降趋势；南方部分省份流感病毒检测阳性率也出现下降。中国疾控中心病毒病所 研究员王大燕表示，达到峰值后，下降到较低流行水平一 ...

勇砺商业评论 阿桶观察 白丽 当地时间12 月 18 日，TikTok CEO 周受资的一封内部信，给持续发酵的 TikTok 美国业务风波画上了关键句点。 信中明确宣布，字节跳动、TikTok 已与三家投资者正式签署协议，将成立全新的 TikTok 美国合资公司，这一消息瞬间引爆全球科技圈与资本市场。 从一度面临封禁危机到如今落地合资方案，这场横跨中美、历时许久的商业博弈，终于迎来实质性进展。 最让大众好奇的莫过于新公司的核心架构。根据此前美国副总统万斯披露的信息，这家合资公司估值已确定为 140 亿美元，这一数字也与中美双方此前达 成的基本框架共识相契合。 虽然官方暂未公布三家投资者的具体身份，但结合行业动态推测，大概率包含美国本土知名投资机构与科技领域资本。 要知道，TikTok 美国业务曾一度走到封禁边缘，周受资不仅要应对美国国会的质询，还要协调中美双方的合规要求，同时稳定全球团队与 700 万美国商 家的信心。 此次合资公司的成立，既是他 "救火队长" 角色的阶段性胜利，也印证了字节跳动当初选择他掌舵 TikTok 的战略眼光 —— 既懂资本运作，又熟悉全球监 管规则，才能在复杂博弈中找到平衡点。 ...

面对持续升级的监管压力，TikTok终于亮出底牌！ 这一架构被外界视为"中国版云上贵州"的海外翻版，字节跳动并未完全退出，而是在关键环节 保留了话语权和知识产权授权机制。 当地时间12月18日，TikTok首席执行官周受资向全体员工发出一封内部信，首次详细披露了 TikTok在美国业务的全新架构方案。 根据信中内容，字节跳动与TikTok已正式与三家美国投资者签署协议，将共同成立一家名为 "TikTok美国数据安全合资有限责任公司"（TikTok USDS Joint Venture LLC）的新实体。 这家合资公司，将全面负责TikTok在美国市场的数据保护、算法安全、内容审核和软件保障等 敏感但关键的合规事务。 而与此同时，由字节跳动100%全资控股的TikTok美国其他实体，则将继续主导电商、广告、 市场运营等核心商业活动，并保障TikTok全球产品生态的互联互通。 记者丨雷晨 编辑丨朱益民 视频丨杨浩凯 据悉，TikTok的核心算法仍归属字节跳动所有，并将通过授权方式供新合资公司使用。 按照计划，整套协议及配套安全措施将在2026年1月22日前全面落地。届时，超过1.7亿美国用 户将继续在TikTok ...

Core Insights - TikTok and its parent company ByteDance have established agreements with Oracle, Silver Lake, and MGX to create a new U.S. joint venture, ensuring the app's continued operation in the United States [1] - The transaction is expected to close on January 22, as stated by TikTok CEO Shou Zi Chew [2] Joint Venture Structure - The U.S. joint venture will be majority owned by American investors, governed by a seven-member board of directors, and will include provisions to protect American data and national security [3] - A consortium of new investors will hold 50% of the joint venture, with Oracle, Silver Lake, and MGX each holding 15%, while existing ByteDance affiliates will hold 30.1%, and ByteDance will retain 19.9% [4] Data Protection and Operations - The joint venture will manage data protection, algorithm security, content moderation, and software assurance, with U.S. user data stored in the U.S. by Oracle [5] - TikTok Global's U.S. entities will oversee global product interoperability, eCommerce, advertising, marketing, and other commercial activities [5] User Experience and Legislative Context - The joint venture aims to ensure that over 170 million Americans can continue using the platform without changes to their experience, while advertisers can still reach global audiences [6] - A law signed by former President Joe Biden in April 2024 mandated that TikTok would be banned unless ByteDance divested its stake within a year [6] - The law faced legal challenges and delays, particularly after the election of Trump, as various potential buyers sought to finalize a deal [7] - Trump's executive order in September deemed the joint venture framework a "qualified divestiture" that would address national security concerns [8]

Crime and Law Enforcement - A person of interest has been identified in the Brown University shooting, with possible links to the murder of an MIT professor; a rental car may connect both shootings [1][6][8][10] - A woman was arrested in Florida for allegedly kidnapping her own daughter 40 years ago in Kentucky [4][34] - Brian Wass was sentenced to life in prison for the first-degree murder of his wife [36][37] Accidents and Disasters - Former NASCAR star Greg Biffle and his family died in a plane crash in North Carolina; the NTSB is investigating [2][13][18] - A car crashed into a hardware store in Redwood City, California, causing a fire, but no one was hurt [4][39] - A powerful coast-to-coast storm is unleashing hurricane-force winds, potentially impacting major airports during holiday travel [3][31] Politics and Policy - Controversy surrounds the potential renaming of the Kennedy Center to the Trump Kennedy Center [3][26][27] - Inflation has dropped from 3% in September to 27%, the lowest level since 2021, though analysts warn of data gaps [30] - President Trump signed an executive order to fast-track the reclassification of cannabis, potentially paving the way for FDA studies on its medical uses [38] Social Media and Technology - A new deal is in place to keep TikTok running in the US, involving three major investors each holding a 15% stake, existing ByteDance investors holding 30%, and ByteDance retaining under 20% ownership [2][19] - New photos from Jeffrey Epstein's estate were released, hours before the deadline to release the Epstein files [2][21][22] Human Interest - A restaurant staff in Naples, Florida, surprised a soon-to-be dad with donations for his adoption journey [5][41][42] - A police officer rescued a dog that fell through the ice on a frozen lake in New Jersey [4][40]

每经编辑｜陈柯名 每日经济新闻记者获悉，当地时间12月18日，TikTok CEO周受资发出内部信，更新了TikTok美国业务进展。内部信称字节跳动、TikTok已与三家投资者签 署协议，并将成立新的TikTok美国合资公司。新合资公司名为TikTok美国数据安全合资有限责任公司（ TikTok USDS Joint Venture LLC），将负责美国的 数据保护、算法安全、内容审核和软件保障。由字节跳动全资控股的、TikTok在美国的其他实体将继续负责电商、广告、市场运营等商业活动，以及 TikTok产品的全球互联互通。据悉，协议相关事宜将在不晚于2026年1月22日完成。 周受资，资料图。图片来源：视觉中国 这与国内媒体此前曝光的TikTok美国方案一致。 据多家媒体此前报道，TikTok未来在美国运营主要涉及两个主体。下图左侧的"字节跳动TikTok美国公司"，将负责电商、品牌广告等商业活动，以及全球 互联互通等。该主体由字节跳动100%全资持有。 图片来自媒体此前报道。 上图右侧的TikTok美国数据安全合资公司，即此次内部信提到的TikTok美国数据安全合资有限责任公司。它将负责美国数据与内容安全 ...