#全文 9月19日晚，国家主席习近平同美国总统特朗普通电话，就当前中美关系和共同关心的问题坦诚深入交换意见，就下阶段中美关系稳定发展作出战略指引。通话是务实、积极、建设性的。习近平指出，中美两国在二战中是并肩战斗的盟友。前不久中方隆重举行纪念中国人民抗日战争暨世界反法西斯战争胜利80周年活动，邀请了当年美国飞虎队成员遗属登上天安门城楼观看阅兵仪式。中国人民不会忘记美国等反法西斯同盟国向中国抗战提供的宝贵支持。我们应在缅怀先烈、铭记历史基础上，珍爱和平，开创未来。习近平强调，中美关系十分重要。中美完全可以相互成就、共同繁荣，造福两国、惠及世界。要实现这个愿景，双方都要相向而行、付出努力，实现相互尊重、和平共处、合作共赢。双方团队最近的磋商体现了平等、尊重和互惠的精神，可继续妥善处理两国关系中的突出问题，争取实现双赢的结果。美方应避免采取单方面贸易限制措施，防止冲击双方通过多轮磋商取得的成果。中方在TikTok问题上的立场是清楚的，中国政府尊重企业意愿，乐见企业在符合市场规则基础上做好商业谈判，达成符合中国法律法规、利益平衡的解决方案。希望美方为中国企业到美国投资提供开放、公平、非歧视的营商环境。特朗普表示，中国 ...

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Report Summary 1. Industry Investment Rating No industry investment rating is provided in the report. 2. Core View On September 17, all four major stock index futures contracts for the current month rose, with IF up 0.8%, IH up 0.2%, IC up 1.26%, and IM up 1.25%. The total trading volume of stock index futures rebounded, indicating increased trading enthusiasm among investors. The trends of different contracts in terms of trading volume, open interest, basis, and positions of the top 20 member institutions vary. The trend intensities of IF and IH are 1, while those of IC and IM are 1.68850. Important drivers include diplomatic news, Fed's interest - rate cut, and the performance of the A - share market [1][2][7]. 3. Summary by Relevant Catalogs 3.1 Stock Index Futures Data - **Trading Volume and Open Interest**: The total trading volume of IF increased by 8,988 lots, IH by 5,233 lots, IC by 2,247 lots, and IM by 23,931 lots. The total open interest of IF decreased by 2,680 lots, IH increased by 4,021 lots, IC decreased by 10,820 lots, and IM decreased by 579 lots [2]. - **Closing Price and Basis**: For example, the closing price of IF2509 was 4,553.2 with a basis of - 2.18 points; the closing price of IH2509 was 2,956.2 with a basis of 3.42 points; the closing price of IC2509 was 7,252.4 with a basis of - 7.64 points; the closing price of IM2509 was 7,547 with a basis of - 7.81 points [1]. - **Positions of the Top 20 Member Institutions**: The changes in long and short positions of different contracts vary. For instance, in IF2509, long positions decreased by 12,990 and short positions decreased by 13,237 [6]. 3.2 Trend Intensity - The trend intensities of IF and IH are 1, and those of IC and IM are 1.68850. The trend intensity ranges from - 2 (most bearish) to 2 (most bullish) [7]. 3.3 Important Drivers - Diplomatic news: Regarding Sino - US high - level interactions and the TikTok ban, relevant departments have provided information [7]. - Fed's Interest - Rate Cut: The Fed cut interest rates by 25 basis points, emphasizing employment downside risks and expecting two more cuts this year [7]. - A - Share Market Performance: The Shanghai Composite Index rose 0.37% to 3,876.34 points, the Shenzhen Component Index rose 1.16%, and the ChiNext Index rose 1.95%. The A - share market had a total trading volume of 2.4 trillion yuan, up from 2.37 trillion yuan the previous day [7].

Group 1 - The meeting between Lu Kang, Vice Minister of the International Department of the Central Committee of the Communist Party of China, and Meadway, head of China affairs at the Eurasia Group, focused on exchanging views on China-U.S. relations and international issues of mutual concern [1]

9月17日，中共中央对外联络部副部长陆慷会见美国欧亚集团中国事务负责人米德伟，双方就中美关系 及共同关心的国际问题交换看法。 ...

Group 1 - The meeting between Chinese and American officials focused on the exchange of views regarding China-U.S. relations and international issues of mutual concern [1]

Summary of Key Points from the Conference Call Industry and Company Involved - The conference call primarily discusses the ongoing negotiations between the United States and China, particularly focusing on the TikTok transaction and its implications for both countries' relations and market dynamics [1][2][3][10]. Core Points and Arguments - **High-Level Talks**: The fourth high-level talks between the U.S. and China took place in Madrid from September 14 to 17, 2025, with a focus on specific issues such as tariff reductions and the TikTok transaction [2][3]. - **TikTok Transaction**: The discussions centered around the potential sale of TikTok's U.S. operations, with an estimated 80% to 90% probability of reaching an agreement. ByteDance is expected to retain 19.9% of the equity, while Oracle and other overseas shareholders will hold the majority [10][11]. - **Impact of Trump's Policies**: Trump's administration has used tariff policies as leverage to expedite the TikTok transaction, including imposing tariffs on certain goods to create pressure [12][19]. - **Strategic Importance of TikTok**: TikTok's significance lies in its ability to attract young voters, which is crucial for Trump's political interests, especially with an active user base of approximately 170 to 180 million in the U.S. [9][10]. - **Geopolitical Implications**: Trump's anticipated visit to China is seen as a strategic move to enhance diplomatic relations and could positively influence market risk appetite [15][19]. Other Important but Possibly Overlooked Content - **Frequency of Talks**: The U.S. and China have been engaging in high-level talks every one and a half months, focusing on a single core issue each time, which has helped manage differences and maintain a stable relationship [2][5]. - **Technological Competition**: The ongoing competition in high-end technology is evolving, with China making strides in chip production, which may affect U.S. export restrictions [18][20]. - **Future Expectations**: The upcoming discussions and potential agreements are expected to stabilize market sentiment and risk appetite, particularly if Trump's visit is confirmed [19][20].

（原标题：特朗普推迟TikTok禁令执行，外交部回应） 林剑表示，关于你提到的中美两国高层互动问题，我要强调的是，元首外交对中美关系有着不可替代的 战略引领作用。对于你提到的具体问题，目前我没有可以提供的信息。关于你问到的TikTok有关问题， 中方的主管部门已经介绍了有关情况。 9月17日，外交部发言人林剑主持例行记者会。 法新社记者提问，美国总统特朗普周二延长了TikTok禁令执行，宽限到了12月16日，中方对此有何评 论？关于有报道称中美元首将于周五通话，中方能否提供任何细节？中方对此有何期待？ 来源：北京日报客户端 ...

责编：叶舒筠 校对：苏焕文 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 外交部发言人林剑主持例行记者会。 法新社记者提问，美国总统特朗普周二延长了TikTok禁令执行，宽限到了12月16日，中方对此有何评论？关 于有报道称中美元首将于周五通话，中方能否提供任何细节？中方对此有何期待？ 林剑表示，关于你提到的中美两国高层互动问题，我要强调的是，元首外交对中美关系有着不可替代的战略 引领作用。对于你提到的具体问题，目前我没有可以提供的信息。关于你问到的TikTok有关问题，中方的主 管部门已经介绍了有关情况。 来源：北京日报 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 李家超，重大发布！ 丨 10:30，A股突然拉升！宁德时代，新高！ 丨 官宣！2025证券时报最佳分 析师活动正式开启 丨 昨夜，中概股表现亮眼！ 丨 美联储，深夜大消息！黄金历史新高！ 丨 600376，10天9板！紧急提示！ 丨 多只A股，重大信号！ 丨 尾盘，大跳水！5倍股闪崩！ 丨 ...

当晚，中国驻洛杉矶总领事馆举办庆祝中华人民共和国成立76周年招待会，领区政要、华侨华人、中资 企业等各界数百位人士济济一堂、共话友好。 中新社洛杉矶9月16日电 (记者 张朔)中美各界人士16日在美国洛杉矶共庆中华人民共和国成立76周年。 郭少春表示，今年以来，总领馆与领区各界朋友共同努力，见证了双方各领域合作的许多新成果、新进 展。总领馆愿同领区社会各界一道，以友为桥、以心相交，深化经贸、教育、科技、人文、体育等交流 合作，为中美人民友好交往与务实合作搭建更多桥梁，为推动中美关系稳定、健康、可持续发展不断贡 献积极力量。 与会美方嘉宾积极评价中国经济社会发展成就，希望深化美中经贸合作、地方交流和人民友谊。多位曾 访华的美方人士还回忆了难忘的中国之行，表示对中国历史悠久的传统文化、日新月异的发展面貌留下 深刻印象。 中国驻洛杉矶总领事馆还举办"弘扬伟大抗战精神——纪念中国人民抗日战争暨世界反法西斯战争胜利 80周年图片展"，吸引众多与会者驻足观看。(完) 中国驻洛杉矶总领事郭少春在致辞时说，中美关系是世界上最重要的双边关系，两国拥有广泛共同利益 和广阔合作空间。中美建交46年来的历史经验告诫我们，双方应当做伙 ...