重要的消息有哪些 1.近日，日本领导人公然发表涉台露骨挑衅言论，严重恶化中日人员交流氛围，给在日中国公民人身和生命安 全带来重大风险。外交部、中国驻日本使领馆、文化和旅游部郑重提醒中国公民近期避免前往日本，已在日中 国公民密切关注当地治安形势，提高安全防范意识，加强自我保护。如遇紧急情况，请及时报警并联系驻日使 领馆寻求协助。 2.11月15日，玉渊谭天发文"中方已做好对日实质反制准备"。文中表示，针对高市早苗的露骨挑衅言论，我 们的忍耐，是有限度的。如果日方执迷不悟，中国就没有什么好再克制的了。在中方的回应中，有两个表 述："一切后果必须由日方承担"和"必将予以迎头痛击"。谭主对官方网络公开信息检索发现，其中，"迎头痛 击"是第一次出现在中日外交场合中。这些表述，传递出中方已做好实质反制准备的信号。 3.为保持银行体系流动性充裕，今日，中国人民银行将以固定数量、利率招标、多重价位中标方式开展8000 亿元买断式逆回购操作，期限为6个月（182天）。 4.近日，中国证监会举办学习贯彻党的二十届四中全会精神宣讲报告会，吴清强调，着力推动市场更具韧性、 更加稳健，制度更加包容、更具吸引力，上市公司质量更高、价值更 ...

Group 1: AI Toys Controversy - FoloToy has suspended sales of its AI-driven teddy bear "Kumma" due to safety concerns raised by a report from the Public Interest Research Group (PIRG), which found that the toy provided inappropriate and dangerous responses to children, including instructions on how to start a fire and explicit content [2][3] - The safety report tested three AI toys and revealed that they could provide alarming answers to minors, with "Kumma" showing a tendency to become increasingly inappropriate over extended conversations [2] Group 2: Amazon AI Voice Controversy - Voice actor Mu Xueting accused Amazon of using her voice without permission in episodes 4-7 of the "Sailor Star Program," despite her only recording for the first three episodes, raising concerns about unauthorized AI training and usage [2][3] - The production company, Heiye Culture, acknowledged a lapse in their work and expressed regret, while Mu Xueting is dissatisfied with their resolution and plans to pursue legal action against Amazon [3] Group 3: Campus Running Apps - Campus running apps, initially designed for tracking students' physical activities, have turned into platforms for advertising, utilizing accessibility permissions to present promotional content during app usage [4] Group 4: AI Model Approvals - Three foreign AI models, including Tesla's xBot customer service and Volvo's Xiao Wo intelligent assistant, have received approval for use in Shanghai, indicating a growing acceptance of AI technologies in automotive applications [5][6] Group 5: Apple’s New Guidelines - Apple has updated its app review guidelines to prohibit apps from sharing personal data with third-party AI without user consent, a move that coincides with its plans to launch an upgraded version of Siri in 2026 [7] Group 6: Apple and Tencent Agreement - Apple announced a reduction in its App Store commission from 30% to 15% for certain developers who join its new Mini Apps Partner Program, aiming to balance revenue with platforms like WeChat and Alipay [8][9] Group 7: Regulatory Developments - The State Administration for Market Regulation has released a draft guideline on antitrust compliance for internet platforms, highlighting various risks such as algorithm collusion and unfair pricing practices [10] - The Cyberspace Administration has intensified efforts to address the misuse of AI in impersonating public figures for marketing, resulting in the removal of over 8,700 pieces of illegal content [11] Group 8: Legal Issues with AI - OpenAI is facing legal challenges regarding the use of ChatGPT user data, as The New York Times demands access to user chat records for an investigation into potential copyright infringement [12] - A German court ruled against OpenAI, stating that the company infringed copyright by using protected song lyrics for training its AI without permission, requiring compensation for the unauthorized use [13]

Group 1 - The State Council meeting emphasized enhancing the adaptability of supply and demand in consumer goods to further stimulate consumption and promote economic circulation [1] - The meeting highlighted the importance of leading industrial upgrades through consumption upgrades and better meeting diverse demands with high-quality supply [1] - The focus will be on accelerating the application of new technologies and innovative models, particularly in key industries and fields, to develop new products and value-added services [1] Group 2 - The Ministry of Finance plans to strengthen counter-cyclical and cross-cyclical adjustments, determining deficit rates and debt scales based on changing circumstances [2] - The People's Bank of China announced an 800 billion yuan reverse repurchase operation to maintain ample liquidity in the banking system [4] Group 3 - The China Securities Regulatory Commission aims to enhance market resilience and stability, making the system more inclusive and attractive while improving the quality and value of listed companies [3] - The market supervision authority released a draft guideline for antitrust compliance for internet platforms, aiming to protect legal rights and maintain fair competition [5] Group 4 - Multiple smartphone manufacturers, including Xiaomi and OPPO, have paused storage chip purchases due to soaring prices, with some having inventory levels below three weeks [11] - Industrial Fulian denied rumors of order or outlook downgrades, stating that current project progress and delivery schedules are normal [12] - Huawei is set to release breakthrough AI technology that could significantly improve the utilization efficiency of computing resources [13] - Samsung Electronics raised contract prices for server memory chips by up to 60% due to supply shortages driven by the AI data center boom [14]

Market Overview - The three major U.S. stock indices closed mixed, with the Dow Jones down 0.65% at 47,147.48 points, the S&P 500 down 0.05% at 6,734.11 points, and the Nasdaq up 0.13% at 22,900.59 points [4] - For the week, the Dow Jones rose 0.34%, the S&P 500 rose 0.08%, while the Nasdaq fell 0.45% [6] Employment and Economic Data - The U.S. Labor Department postponed the release of the September employment report to November 21, which will include inflation-adjusted wage data [6] - Initial jobless claims decreased slightly from 228,900 to 227,500, indicating a stable labor market, which may support the Federal Reserve in maintaining interest rates [6] - Kansas City Fed President Esther George indicated that further rate cuts could exacerbate inflation risks rather than effectively support the labor market [6] Corporate Layoffs - Verizon Communications is planning to announce a layoff affecting approximately 15,000 to 20,000 employees, marking the largest layoff in the company's history [8] - This layoff is part of a corporate transformation strategy under new CEO Daniel Schulman, potentially reducing the workforce by up to 20% from around 100,000 employees as of February [8] Oil Price Movements - Oil prices increased due to geopolitical tensions, including an attack on a key Russian oil port by Ukraine and the seizure of a tanker by Iran [14] - WTI crude oil for December delivery rose 2.39% to $60.09 per barrel, while January Brent crude increased 2.19% to $64.39 per barrel [14] Technology Sector Performance - Major tech stocks showed mixed performance, with Nvidia and Microsoft both rising over 1%, while Amazon and Google fell by more than 1% [10] - Google is willing to adjust its ad tech policies to comply with EU antitrust requirements but has refused to sell parts of its ad tech business, citing potential disruptions for publishers and advertisers [11] Chinese Stocks Performance - The Nasdaq Golden Dragon China Index fell by 1.61%, with notable declines in stocks such as Futu Holdings down over 7% and JD Group down over 4% [16]

市场监管总局公布《互联网平台反垄断合规指引（征求意见稿）》：平台经营者要避免利用大数据分析、人工智能等技术手段对转售价格进行自动化设定，避免利用用户画像、预测算法等对转售价格进行直接或者间接限定。确认评估平台经营者是否具有市场支配地位的考虑因素。 https://t.co/np1QxEtgIv ...

Core Point - Alphabet's Google is making a final plea to avoid the breakup of its advertising technology business in a U.S. court, with the hearing now scheduled for November 21 [1] Group 1 - The court has set a new date for the hearing regarding Google's advertising technology business [1]

美股开盘，三大股指大幅低开，道指跌0.78%，纳指跌1.42%，标普500指数跌1.07%。随着美联储官员 对通胀持续高于目标表示担忧，市场对美联储12月降息的预期概率周四首度跌破50%。应用材料跌超 7%，公司Q4业绩及Q1指引双超预期，但对华出口限制或致2026年营收减少6亿美元。Cidara Therapeutics美股盘前一度涨105%。消息面上，默克公司将以每股221.5美元现金收购公司，预计交易将 于2026年第一季度完成。谷歌跌近3%，公司周五发布公告称，将针对欧盟委员会的反垄断诉讼裁决提 出上诉，并拒绝拆分业务。 ...

Group 1 - The U.S. stock market opened significantly lower, with the Dow Jones down 0.78%, the Nasdaq down 1.42%, and the S&P 500 down 1.07% [1] - Concerns from Federal Reserve officials regarding inflation remaining above target have led to a decline in the probability of a rate cut in December, falling below 50% for the first time [1] - Applied Materials saw a drop of over 7%, despite exceeding expectations for Q4 performance and Q1 guidance, with potential revenue reduction of $600 million by 2026 due to export restrictions to China [1] Group 2 - Cidara Therapeutics experienced a pre-market surge of 105% following the announcement that Merck will acquire the company for $221.5 per share in cash, with the deal expected to close in Q1 2026 [1] - Google shares fell nearly 3% after the company announced plans to appeal the European Commission's antitrust ruling and rejected the idea of splitting its business [1]

欧盟委员会表示已收到谷歌提交的整改计划，并将评估其是否足以终止不正当"自我优待"行为、消 除潜在利益冲突。 谷歌在一份声明中说，将允许出版商在使用谷歌广告管理器时，为不同竞价方设定差异化的最低价 格标准。此外，公司还将为出版商和广告商提供更多选择和灵活性，以应对欧方提出的利益冲突问题。 谷歌表示，公司向欧盟提交的整改方案"在不造成市场重大干扰的情况下，完全回应了欧盟的关 切"，并强调若被拆分，将影响大量依靠谷歌工具开展业务的欧洲出版商和广告商。该公司同时表 示，"不同意"欧盟的裁决，认为相关决定"并不反映当今高度竞争、快速演变的广告技术行业现实"，将 提起上诉。 新华社布鲁塞尔11月14日电 （记者 张兆卿）美国谷歌公司14日宣布，将对其广告技术服务作出调 整，以回应欧盟此前作出的反垄断处罚决定，避免公司在欧洲市场面临被强制拆分的风险。 今年9月，欧盟委员会以谷歌在在线广告技术领域滥用市场支配地位、在广告交易中偏袒自身服务 为由，对其处以29.5亿欧元罚款，并要求企业在60天内提交整改方案。 过去数年，欧盟多次就竞争问题向谷歌开出巨额罚单，包括2018年就安卓系统市场垄断问题处以超 41亿欧元罚款，及2017 ...

Core Viewpoint - Google announced its intention to appeal the European Commission's antitrust ruling and rejected the request to divest parts of its business [1] Group 1: Antitrust Case Details - The European Commission fined Google €2.95 billion (approximately $3.4 billion) in September, stemming from a four-year investigation initiated by complaints from the European Publishers Council [1] - The Commission accused Google of favoring its own platform in advertising services, thereby sidelining competitors [1] - Google has submitted proposals to the EU regulators aimed at making its online advertising technology more accessible to publishers and advertisers, without agreeing to any business divestiture [1] Group 2: Regulatory Context - The EU's case against Google is similar to the investigation by the U.S. Department of Justice, which is also seeking the divestiture of Google's AdX [2] - Google argues that the divestiture of AdX is technically unfeasible and would create long-term uncertainty for advertisers and publishers [2] - If the U.S. court supports the DOJ's position, it could provide a basis for the European Commission to resolve its issues with Google [3]