美联储这边也没闲着。 9月18日刚降息25个基点，纽约联储主席威廉姆斯就在月底露面表态。 他说劳动 力市场有点疲软，支持"适度降息"，但通胀控制不能松。 这话说得滴水不漏，既承认要救就业，又强 调2%的通胀目标还没达成。 特朗普刚宣布对进口药品加征100%关税，转头就给了辉瑞三年豁免权！ 这波操作让全球药企炸锅，凭 什么只有辉瑞能躲过子弹？ 要知道，印度仿制药占美国市场47%，关税大刀砍下去，普通美国人买药 的价格可能瞬间翻倍。 关税清单像雪片一样砸下来。 重型卡车25%、厨房橱柜50%、家具30%，最狠的是专利药品直接翻倍征 收。 这些政策从公布到执行只隔了四天，很多企业连反应时间都没有。 白宫的说法是"保护本土产 业"，但墨西哥、加拿大、日本这些盟友国的卡车制造商已经被打得措手不及。 制药行业尤其惨烈。 印度作为"世界药房"，出口美国药品占其总出口额三成以上。 新关税生效后，孟 买的药厂流水线连夜调整订单，而爱尔兰和瑞士的药企则紧急开会讨论转移生产线。 豁免名单成了谈判筹码。 白宫悄悄补充说，已经和美国达成关税协议的国家只需交15%的税。 这招明 显是在逼其他国家坐下来谈新条件。 比如加拿大，软木关税从旧 ...

With many uncertainties around the government shutdown, here's how it could affect your finances. When it comes to your portfolio, investor sentiment may be jarred in the short term, particularly if the shutdown affects the Fed's rate lowering agenda. That could mean potential volatility in financial markets.But historically, shutdowns have not resulted in a major sell-off. Now, turning to the economy, the impact will depend on the length of the shutdown. Federal employees won't get paid until the governmen ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

洛根表示，她支持联邦公开市场委员会（FOMC）本月早些时候降低利率25个基点的决定。她说，此举 将为劳动力市场的下行风险提供保障。 但她也警告说，通胀已超过美联储2%的目标长达四年多，这可能使长期的物价预期面临"脱锚"风险， 而且企业和消费者的需求仍然具有韧性。她说，"对FOMC来说，信守其实现2%通胀的承诺至关重要， 实现这一目标将需要仔细校准政策立场。" "放下铅笔" 洛根周二在该行一场活动的准备讲稿中说，"持续的通胀、有韧性的需求和劳动力市场温和的闲置状 况，向我表明政策可能只是温和的限制性的，可能几乎没有多少空间来进行额外的降息了。" 美联储上月的降息是自去年12月以来的首次降息，因为决策者们今年在评估关税和其他政策将如何影响 经济。 这位达拉斯联储主席表示，她不确信通胀正朝着完全回到2%目标的方向发展，并且有证据表明关税并 非推动物价加速的唯一因素。她说，非住房服务业的通胀可能会使整体指标比2%的目标高出30或40个 基点。 达拉斯联储主席洛根表示，在通胀仍高于目标且劳动力市场相对平衡的情况下，决策者在考虑进一步降 息时应保持谨慎。 服务业通胀的回升已引起其他美联储官员的警觉。尽管美联储19位决策者 ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

President Trump announcing a drug pricing deal with Fizer, which will voluntarily sell its medications for less, including discounted drug prices for Medicaid. Fizer is up 5% on the news. Angelica Peoples joins us now with more.There was a tease or two that other drug companies would have announcements to come also. >> That's what the president said. We haven't heard anything yet.I've been checking in. Nothing to announce there. But, you know, this is interesting, right.Of course, we've been hearing from al ...

杰斐逊说："劳动力市场正在走软，这表明如果缺乏支持，它可能会承受压力。" 杰斐逊称，他预计通胀将在今年之后开始回落至美联储2%的目标水平。杰斐逊指出，特朗普政府的贸 易、移民及其他政策的影响仍在演变，因此其基准预测存在特别高的不确定性。尽管关税对通胀和经济 其他方面的影响低于部分经济学家的预期，但杰斐逊表示，他预计这些影响"将在未来几个月进一步显 现"。 （文章来源：新华财经） 美联储副主席杰斐逊说，他预计今年剩余时间美国经济将继续以1.5%左右的速度增长，如果没有美联 储的支持，就业市场将面临潜在压力。他表示，他支持美联储在9月会议上降息25个基点，以在持续高 于目标的通胀风险与就业市场日益增加的威胁之间取得平衡。 ...

September 29, 2025 04:01 AM GMT Global Economic Briefing M Global Idea The Weekly Worldview: Is the worst over? Six months after Liberation Day, we take stock of the effects of tariffs on trade and economic activity in different regions. M The coming week will mark six months since April 2, when the US imposed broad, global tariffs, pushing these taxes to their highest level since the 1930s. Uncertainty about policy has receded from the April peaks, but it is not gone given the deals, escalations, and legal ...

Core Viewpoint - The article discusses the current high copper prices and the impact of various economic factors on commodity markets, including government policies, production targets, and market trends in different sectors [1][2][4]. Group 1: Economic Policies and Market Trends - The National Development and Reform Commission announced a new policy financial tool worth 500 billion yuan aimed at supporting project capital, which is expected to stimulate economic growth [1]. - From January to August, state-owned enterprises reported total revenue of 539,620.1 billion yuan, a year-on-year increase of 0.2%, while total profits decreased by 2.7% to 27,937.2 billion yuan [1]. - The domestic commodity futures market saw a general decline, particularly in energy and chemical products, indicating a bearish trend in these sectors [1]. Group 2: Copper Market Insights - Copper prices rose by 1.59% in the night session, with a significant reduction in China's copper production growth target for 2025-2026 from 5% to 1.5% [2][21]. - The ongoing tight supply of copper concentrate and high smelting profits are expected to support copper prices in the long term, especially following mining incidents in Indonesia [2][21]. Group 3: Stock Market Overview - The US stock indices experienced slight increases, with the non-bank financial sector leading gains, while coal stocks lagged [3][12]. - The financing balance decreased by 193.55 billion yuan to 24,080.56 billion yuan, indicating a cautious approach among investors as the market enters a consolidation phase after a prolonged rally [3][12]. Group 4: Oil Market Dynamics - The SC crude oil price fell by 2.87%, influenced by Russia's export bans on diesel and gasoline amid ongoing geopolitical tensions [4][14]. - The US labor department reported a decrease in initial jobless claims, suggesting a resilient labor market, which may impact oil demand [4][14]. Group 5: Agricultural Products and Commodities - The article highlights fluctuations in agricultural commodities, with Argentina's temporary cancellation of export taxes on soybeans and derivatives affecting global markets [28]. - The domestic market anticipates increased supply due to this policy change, leading to potential downward pressure on prices [28].

晚间（9月29日），美股集体高开，其中，纳指涨逾0.5%，截至发稿，道指已经飘绿。 中概股方面，纳斯达克中国金龙指数大涨，一度涨超2%。个股方面，小马智行涨逾6%，老虎证券涨逾5%，新东方涨超7%，阿里巴巴涨逾5%。贝壳、哔 哩哔哩涨近4%，理想汽车涨超3%，百度、网易、京东等涨超2%。 | < W | | | 纳斯达克中国金龙指数(HXC) 09-29 11:49:38 延时 | | | | | --- | --- | --- | --- | --- | --- | --- | | 8658.20 | | 昨收 | 8530.46 | 成交额 | | 0.00 | | +127.74 | +1.50% | 今开 | 8678.74 | 成交量 | | 0 | | 上涨 | 0 | 平盘 | 0 | 下跌 | | 0 | | 最高价 | 8758.44 | 市盈率 | 22.5 | 近20日 | | 9.42% | | 最低价 | 8658.17 | 市净率 | 2.49 | 今年来 | | 28.02% | | +7+4 | 五日 | 日K | 周Ｋ | 月K | 电名 | O | | 音加 | | | | ...