Group 1 - The Chinese government has released a joint policy consisting of 19 measures aimed at expanding service consumption, which includes easing market access in high-end medical sectors and promoting digital service consumption [1] - A new industry standard for medical devices utilizing brain-computer interface technology has been officially published in China [1] - Starting from October 1, 2025, Guizhou Province will implement a tax refund policy for overseas travelers on shopping purchases [1] Group 2 - The US stock market saw a collective decline in its three major indices, while the Nasdaq China Golden Dragon Index experienced an increase of 1.76% [1]

Group 1 - The Ministry of Commerce and nine other departments have jointly issued measures to boost service consumption, indicating a stronger focus on service consumption than before [1] - The measures include 19 specific tasks across five areas, such as developing service consumption platforms, enhancing the quality of services in various sectors, and increasing financial support for service facilities [1][2] - The measures aim to address the supply-side shortage of quality services, which is a key focus of the current policy [1][3] Group 2 - The measures are expected to stimulate market vitality by providing financial support to service industry operators, thereby reducing their financing costs [2] - In August, the total retail sales of consumer goods reached 39,668 billion yuan, with a year-on-year growth of 3.4%, indicating a continuous expansion in market sales [2] - Analysts predict that the overall retail sales growth rate for the year could reach around 4.5%, reflecting the government's commitment to boosting domestic demand [2][3] Group 3 - Companies like Huazhu Group and Trip.com are expected to benefit from the recovery in tourism consumption, supported by policies aimed at enhancing service infrastructure [4] - Hong Kong Zhonglv's acquisition of stakes in tourism-related companies is anticipated to contribute additional profits, benefiting from the optimized inbound tourism policies [5] - China Duty Free's core business of providing duty-free shopping for inbound travelers is likely to see increased sales if policies facilitate easier access for tourists [6]

国防部：中方始终根据国家安全和装备技术发展需要推进航母建设 9月16日下午，国防部新闻局副局长、国防部新闻发言人蒋斌大校就近期涉军问题发布消息。 记者：据报道，福建舰航母近日开展海上试验，并通过台湾海峡赴南海海域活动。请问对此有何评论？此次海试是否意味着福建舰即将交接入列？ 重要的消息有哪些 中美元首即将通话？外交部回应 9月16日，外交部发言人林剑主持例行记者会。 法新社记者提问，美国总统特朗普表示，他将在本周五同习主席通话。美国财长贝森特也在马德里进行了确认，TikTok问题已经达成了相关协议，周五两国元首将 会在通话中作出决定。你能否确认周五两国元首将进行通话？中方对此有何评论以及有何期待？ 林剑表示，元首外交对中美关系发挥着不可替代的战略引领作用。"关于你提到的具体问题，目前我没有可以提供的信息。"（北京日报） 9部门印发《关于扩大服务消费的若干政策措施》 商务部等9部门印发《关于扩大服务消费的若干政策措施》，从培育服务消费促进平台、丰富高品质服务供给、激发服务消费新增量、加强财政金融支持、健全统 计监测制度等方面提出19条具体举措，推动扩大服务消费。其中提出，实施服务消费提质惠民行动。印发《服务消费 ...

机构认为，指数震荡，关注结构性风险。 【财经日历】 加拿大央行公布利率决议； 第22届中国—东盟博览会9月17日至9月21日在广西南宁举办； 第十二届北京香山论坛9月17日至9月19日在北京举办； 2025北京国际医疗器械展览会9月17日至9月19日举办； 第二十五届武汉国际汽车展览会9月17日至9月22日举办； 首届"AIDC产业发展大会"在上海举办。 | (对) 盘前必读 | // 外盘怎么样 // | | | --- | --- | --- | | 名称 现价 | | 涨跌幅 | | 道琼斯工业指数 45757.90 -125.55 -0.27% | | | | 纳斯达克指数 22333.96c -14.79 -0.07% | | | | 标普500 6606.76 -8.52 -8.52 -0.13% | | | 周二公布的数据显示，美国8月零售销售环比增长0.6%，高于市场预期；核心零售销售环比增长0.7%，亦强于前值的0.5%。 大宗商品方面，国际油价收高。WTI原油期货上涨1.93%，报每桶64.52美元；布伦特原油期货上涨1.53%，报每桶68.47美元。COMEX黄金期货小涨0.16%， 收 ...

Group 1 - The Ministry of Commerce and nine other departments released measures to expand service consumption, focusing on various industries including internet, telecommunications, sports, high-end medical services, and leisure [2][3] - The measures include the establishment of service consumption promotion platforms and the implementation of quality improvement actions, such as the "Buy in China" brand and "Service Consumption Season" activities [2] - There is a push to enrich high-quality service supply by promoting orderly opening in internet, culture, telecommunications, medical, and education sectors, as well as reducing market access restrictions in high-end medical and leisure sectors to attract foreign investment [2][3] Group 2 - The measures encourage extending operating hours for popular cultural and tourism venues, optimizing reservation methods, and promoting the introduction of international sports events [3] - There is a focus on attracting more foreign visitors for consumption by expanding visa facilitation measures and optimizing entry policies [3] - The measures also suggest optimizing school holiday arrangements to increase service consumption time, such as exploring spring and autumn breaks while maintaining overall holiday duration [3] Group 3 - The humanoid robot industry is currently valued between 10 billion to 20 billion, indicating it has not reached a "bubble" stage yet [4] - The industry is expected to grow significantly, with a projected annual compound growth rate of 15%-20% [5] - Alibaba and Tencent are reportedly in talks for collaboration, potentially allowing Taobao to launch a mini-program within WeChat [5] Group 4 - GAC and Huawei have jointly created a new high-end smart electric vehicle brand named "Qijing," which will be officially launched soon [7] - Vanke A announced that its largest shareholder, Shenzhen Metro Group, will provide a loan of up to 2.064 billion for debt repayment, with a loan term of no more than three years [8] - Tesla is under investigation in the U.S. for issues related to electronic door handles affecting approximately 174,300 Model Y vehicles [11]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 十三届全国政协经济委员会副主任、国务院发展研究中心原副主任刘世锦在今年8月的一场公开活动上 表示，从消费结构上看，我国消费不足主要是居民的服务消费占GDP的比重明显偏低，是一种结构性的 偏差。 刘世锦认为，解决需求问题不足的"牛鼻子"得抓终端需求，进行结构性改革，目标是要使消费潜力最大 的那部分低收入阶层明显增加消费能力，重点是教育、医疗、保障性住房、社保等发展性服务，这些具 体政策不是一次性的，应该是有持续、稳定增长的制度安排。 在激发服务消费新增量方面，《措施》提到，吸引更多境外人员入境消费。有序扩大单方面免签国家范 围，优化完善区域性入境免签政策，持续优化外国人来华签证政策和通讯、住宿、支付等便利化措施， 为更多符合条件的人员签发5年多次签证。 《措施》还提出，拓展数字服务消费，鼓励电商平台创新线上线下融合的数字服务消费场景，支持生活 服务企业数字化转型和推广运营。开展"人工智能+消费"典型应用案例推荐，持续打造信息消费新产品 新场景新热点。 记者 辛圆 据商务部网站周二发布消息，商务部、国家发改委、财政部等九个部门联合发布《关于 ...

Core Points - The Ministry of Commerce and nine other departments jointly issued measures to expand service consumption, highlighting a significant focus on enhancing the service sector [1] - The measures include 19 specific tasks across five areas, aiming to improve service supply, attract foreign consumers, and enhance financial support for service facilities [1][2] Group 1: Service Consumption Expansion - The measures propose cultivating platforms for service consumption and developing new business models and scenarios [1] - There is a strong emphasis on improving the quality of services in sectors such as culture, entertainment, sports, and healthcare [1][4] - The measures aim to attract more foreign visitors for consumption and expand digital service consumption [1][5] Group 2: Market Access and Restrictions - The measures suggest relaxing market access and reducing restrictive measures in various sectors, including telecommunications, healthcare, and education [2] - Specific initiatives include extending operating hours for popular cultural venues and optimizing reservation systems [2] Group 3: Digital Technology Integration - The integration of XR and other digital technologies with the cultural and tourism industries is expected to create new immersive experiences, attracting younger consumers [3] - The measures encourage the introduction of international sports events and support local sports competitions, enhancing the sports economy [3] Group 4: Long-term Care and High-end Services - The expansion of long-term care insurance coverage is seen as a positive policy for the elderly care industry [4] - The measures aim to increase the supply of high-end services in healthcare and leisure sectors, providing consumers with more diverse options [4] Group 5: Attracting Foreign Consumers - Specific actions to attract foreign consumers include expanding visa policies and enhancing international promotion of cultural tourism resources [5] - Data from travel platforms indicate a significant increase in orders from foreign tourists, highlighting the growing interest in domestic travel [5] Group 6: New Consumption Scenarios - The measures promote the development of AI applications in consumption and suggest optimizing school holiday arrangements to increase service consumption opportunities [6]

上海天气：28~35℃，多云到晴转阴有时有阵雨或雷雨 谈天 上海今天上午依旧以晴热为主，最高气温仍可达35℃。下午起受冷暖空气共同影响，将有一次较为明显的降水过程，局部地区雨量可达大雨到暴雨。 雨水打压下，明天降温明显。海上对流活动活跃，上海在本周中后期主要受偏东气流影响，多阵雨天气，气温保持在25~31℃。 关注 从去年开始，凉城新村街道社区长者食堂推出"盲盒晚餐"，将每天卖剩下的菜肴以10元低价出售，荤素随机，不能挑选。"盲盒"既为市民带来了实惠，又 是对食物的一种尊重。 本月起，上海的观众可以用上海话通过AI搜索超高清电视节目了。昨天，"东方有线超高清AI升级行动"在沪启动，东方有线即日起在全市开展超高清AI 机顶盒入户更新工作。 一览 近日，沪上首例青少年双肺移植联合手术成功，开创了上海"特发性肺动脉高压伴 POTTS 分流术后"患儿肺移植的先河。 昨天上午，"九三阅兵"后首批上海新兵从上海火车站奔赴军营。 张江人工智能创新小镇昨天在张江科学会堂正式启幕。推介会首次全面公布张江AI小镇的整体规划、应用场景与创新生态体系。 上海地震台网正式测定：9月16日12时40分，在上海松江区（北纬31.04度，东 ...

Company News - Hengwei Technology announced plans to acquire 75% of Shanghai Shuheng Information Technology Co., Ltd., with trading suspended from September 17, 2023, for up to 10 trading days [6] - Hengwei Technology is a leader in the field of network visualization and AI computing integration, providing advanced products and solutions across various sectors, including wireless networks and cloud computing. As of September 16, 2023, the company's stock price was 32.25 yuan per share, with a market capitalization of 10.3 billion yuan [7] - First Opening Co., Ltd. reported significant stock price fluctuations, with a cumulative increase of 100% from September 3 to September 12, 2023. The company is under scrutiny due to abnormal trading conditions [7] - Loushao Technology announced a strategic cooperation agreement with a leading domestic cross-border e-commerce company to promote AI service robots, aiming to sell at least 1 million units in the US and Europe between 2026 and 2028 [8] - Vanke A disclosed that its largest shareholder, Shenzhen Metro Group, will provide a loan of up to 2.064 billion yuan to repay bond principal and interest, with a loan term of no more than three years [8] - Brother Technology expects a net profit of 100 million to 115 million yuan for the first three quarters of 2025, representing a year-on-year increase of 207.32% to 253.42% due to rising prices of certain vitamin products and improved production capacity [8] - Tonghuashun announced a cash dividend plan for the first half of 2025, distributing 1 yuan per 10 shares, totaling 53.76 million yuan [8] - An彩高科 plans to acquire 100% of Henan High Purity Minerals for 15.0112 million yuan, enhancing its competitiveness in high-end materials [8] - Guang'an Aizhong intends to acquire 90% of Qitai County Hengtai New Energy Power Generation Co., Ltd. for zero yuan, with plans to invest in a 400MW flexible coal power project [8] - Suzhou Planning intends to acquire 80% of Kunshan Development Zone Architectural Design Institute for 8.3172 million yuan, which will enhance its market share and profitability [8] Industry News - The Ministry of Commerce and nine other departments released measures to expand service consumption, including 19 initiatives aimed at enhancing service supply and meeting diverse consumer needs [4] - The Guizhou Provincial Government will implement a tax refund policy for overseas travelers starting October 1, 2023, to boost shopping and tourism [4] - The Suzhou Artificial Intelligence Industry Association announced an action plan to build a leading AI industry cluster, targeting over 3,000 AI companies and an annual growth rate of over 20% in the smart economy sector by the end of 2026 [5]

（文章来源：经济日报） 《政策措施》提出5方面19条具体任务措施。一是培育服务消费促进平台，实施服务消费提质惠民行 动，开展"服务消费季"活动，打造服务消费热点。开展消费新业态新模式新场景建设，促进商旅文体健 融合发展。二是丰富高品质服务供给，提升文化娱乐、体育、家政、养老、托育等服务供给水平，扩大 服务业高水平对外开放。三是激发服务消费新增量，吸引更多境外人员入境消费，扩展数字服务消费。 四是加强财政金融支持，统筹利用中央预算内投资、地方政府专项债券等各类资金渠道支持服务设施建 设，加大服务消费信贷支持力度，实施服务业经营主体贷款贴息，激发服务消费市场活力。五是健全统 计监测制度，优化服务消费统计方法，创新开展服务消费监测分析。 服务消费是促进民生改善的重要支撑，也是消费转型升级的重要方向，在推动经济高质量发展中发挥着 重要作用。商务部等9部门16日对外发布《关于扩大服务消费的若干政策措施》。 ...