Market Overview - Investors are showing caution ahead of the upcoming Federal Reserve meeting, with mixed performance in US stock indices. The Nasdaq rose by 0.44% supported by large tech stocks, while the S&P 500 slightly declined and the Dow Jones fell by approximately 0.6% [1] - Tesla's stock surged by about 7.4%, marking its largest daily increase in nearly three months, with a two-day gain of nearly 14% [1] - Circle's stock dropped by approximately 6.3% as its competitor Tether launched a new stablecoin [1] - BioNTech's stock fell over 10% during the day, while Moderna declined by 7.3% due to concerns over vaccine production [1] Bond and Currency Market - US Treasury yields rose, with the 10-year yield increasing by 4.57 basis points [2] - The US dollar fluctuated above the 97 mark, recording its largest weekly decline in about a month [2] Cryptocurrency Market - The cryptocurrency market saw a general upward trend, with Bitcoin rising by about 2% for three consecutive days, Ethereum breaking out of a near two-week range with a rise of over 6.2%, and Solana increasing by 6.3% [3] Commodity Market - Gold prices increased by 0.27% after reaching a new high of $3,674 per ounce before retreating [4] - Oil prices initially fell but later rose, with a peak increase of 3.65% from the day's low, although the gains were significantly reduced [4] Asian Market - The Hang Seng Index rose by 1.7%, with Alibaba reaching a nearly four-year high and Baidu surging by 8%. The ChiNext Index fell by over 1%, while chip stocks surged, with Cambrian Technology briefly reclaiming the title of "stock king" [5] Key Developments - The Chinese Ministry of Finance reported that new social financing in August was 2.57 trillion yuan, with new loans amounting to 590 billion yuan. The M2-M1 scissors difference reached a four-year low [7][18] - The Chinese government is taking measures to promote private investment, emphasizing its importance for stabilizing employment and the economy [6][17] - Morgan Stanley indicated that foreign investors' interest in Chinese assets has reached a new high since 2021, with significant capital inflows expected [22] Company News - Nvidia's DGX Cloud business is facing setbacks as AI developers resist high prices, indicating limited demand in the cloud services sector [9][20] - Gemini's stock debuted with a surge of over 60%, closing up 14%, with a market capitalization nearing $3.8 billion [11][21] - Tether launched a new US stablecoin, intensifying competition with Circle, which saw its stock drop over 6% [11][21] - Alibaba has open-sourced a new architecture model that significantly reduces training costs by 90% and improves inference efficiency by ten times [24]

加强创新要素支撑。创新是引领发展的第一动力，企业是创新主体，是推动创新创造的生力军。近年 来，供需变化引发市场调整，民营企业普遍面临较大的创新压力，出现了"不愿创新、不敢创新、不知 道如何创新"的心态，甚至陷入了"不创新等死，创新找死"的困境。相关部门应从制度保障、资源供 给、协同创新和政策扶持等多层面综合施策，加大融资扶持力度，支持民间资本加大新质生产力、新兴 服务业、新型基础设施等领域投资。 持续整治"内卷式"竞争。"内卷式"竞争不仅弱化了企业发展信心和预期，更对经济社会发展大局产生不 利影响。今年以来，新能源汽车、光伏等行业"反内卷"行动持续升级，监管部门开展反不正当竞争执 法，产业上下游积极配合，显著增强了民营企业发展信心。对此，相关部门不能松劲，还应进行持续综 合整治，不同行业根据情况把准脉络、找准症结，有的放矢开出药方，坚决抵制恶性竞争。 民间投资是稳增长、调结构、促就业的重要力量。9月12日召开的国务院常务会议提出，要聚焦企业关 切的突出问题，在扩大准入、打通堵点、强化保障等方面实施一批务实举措。有针对性的部署，释放出 以更大力度促进民间投资发展的积极信号，对于提振民营企业信心意义重大。 近年来 ...

◎记者 于祥明 白丽斐 9月12日召开的国务院常务会议，部署进一步促进民间投资发展的若干措施。会议提出，民间投资对稳 就业稳经济具有重要作用。要聚焦企业关切的突出问题，在扩大准入、打通堵点、强化保障等方面实施 一批务实举措，进一步激发民间投资活力、促进民间投资发展。 记者此前从国家发展改革委了解到，为进一步激发民间投资活力、促进民间投资发展，一批务实举措即 将出台，涉及扩大准入、打通堵点、强化保障等方面。 会议明确，要拓宽民间投资空间，支持民间资本加大新质生产力、新兴服务业、新型基础设施等领域投 资。要严格落实招标投标领域相关制度规定，保障中小企业政府采购预留份额，加大中央预算内投资等 对民间投资项目的支持力度。要营造公平竞争市场环境，破除限制民间投资的各种隐性壁垒，加强创新 支撑和融资支持，完善服务体系，让民营企业敢投资、有回报。 "当前，经济下行压力仍存，而且外部环境变化带来的不利影响在加深。在此情况下，民营企业的投资 对于稳定和全方位扩大内需非常重要。中央出台一批务实措施，既利当下，更利长远。"北京大学经济 学院教授、国民经济研究中心主任苏剑在接受上海证券报记者采访时表示。 苏剑说，国常会透露将实施一批 ...

国家发展改革委新闻发言人李超表示，国家发展改革委将会同有关部门，坚定不移实施扩大内需战略。 聚焦重点领域谋划储备一批发展所需、地方所能、群众所盼的重点项目。抓紧研究出台促进民间投资发 展的政策举措，完善民营企业参与国家重大项目建设长效机制。 民间投资是稳增长、调结构、促就业的重要支撑力量。今年前7个月，我国民间项目投资（扣除房地产 开发民间投资）同比增长3.9%。分行业看，住宿和餐饮业民间投资增长19.6%，基础设施民间投资增长 8.8%，文化、体育和娱乐业民间投资增长8.1%，制造业民间投资增长5%。 要拓宽民间投资空间，支持民间资本加大新质生产力、新兴服务业、新型基础设施等领域投资；要严格 落实招标投标领域相关制度规定，保障中小企业政府采购预留份额，加大中央预算内投资等对民间投资 项目的支持力度……会议部署一系列务实举措，释放了更大力度促进民间投资发展的积极信号。 市场准入是经营主体参与经济活动的前提，公平竞争是市场经济的基本原则。会议指出，要营造公平竞 争市场环境，破除限制民间投资的各种隐性壁垒，加强创新支撑和融资支持，完善服务体系，让民营企 业敢投资、有回报。 "会议的系列部署直击民营企业关切，从扩大 ...

民间投资将迎来又一轮政策"礼包"。 9月12日召开的国务院常务会议，部署进一步促进民间投资发展的若干措施。会议提出，民间投资对稳 就业稳经济具有重要作用。要聚焦企业关切的突出问题，在扩大准入、打通堵点、强化保障等方面实施 一批务实举措，进一步激发民间投资活力、促进民间投资发展。 对此，受访专家表示，预计出台的破除限制民间投资的各种隐性壁垒等一批务实举措，将对激发民间投 资活力起到实质性促进作用。 让民营企业敢投资有回报 记者此前从国家发展改革委了解到，进一步激发民间投资活力、促进民间投资发展，在扩大准入、打通 堵点、强化保障等方面实施一批务实举措已经在出台过程中。 "民间投资方面，抓紧研究出台促进民间投资发展的政策举措，完善民营企业参与国家重大项目建设长 效机制，对铁路、核电、油气管道等领域重大项目设定民间投资参股比例的最低要求，支持更多符合条 件的民间投资项目发行基础设施REITs。"国家发展改革委政策研究室副主任、新闻发言人李超此前透 露。 今年以来，为持续激发民间投资活力，相关部门以及各地政府都在加大向民间资本推介项目工作力度。 其中，6月中下旬，国家发展改革委组织集中向民间资本新推介项目3200余个、 ...

"会议的系列部署直击民营企业关切，从扩大准入、打通堵点、强化保障等方面精准发力，打出了 政策'组合拳'，助力民营企业稳定预期、提振信心。"国家信息中心经济预测部研究员张晓兰表示，各 地区各部门要深入贯彻落实会议部署，因地制宜深化、细化、实化举措，提高政策精准度和可操作性， 层层抓好落实，着力激发民间投资活力、促进民间投资发展。 国家发展改革委新闻发言人李超表示，国家发展改革委将会同有关部门，坚定不移实施扩大内需战 略。聚焦重点领域谋划储备一批发展所需、地方所能、群众所盼的重点项目。抓紧研究出台促进民间投 资发展的政策举措，完善民营企业参与国家重大项目建设长效机制。 要拓宽民间投资空间，支持民间资本加大新质生产力、新兴服务业、新型基础设施等领域投资；要 严格落实招标投标领域相关制度规定，保障中小企业政府采购预留份额，加大中央预算内投资等对民间 投资项目的支持力度……会议部署一系列务实举措，释放了更大力度促进民间投资发展的积极信号。 市场准入是经营主体参与经济活动的前提，公平竞争是市场经济的基本原则。会议指出，要营造公 平竞争市场环境，破除限制民间投资的各种隐性壁垒，加强创新支撑和融资支持，完善服务体系，让民 营 ...

新华社北京9月12日电（记者魏玉坤）民间投资对稳就业稳经济具有重要作用。12日召开的国务院常务 会议，部署进一步促进民间投资发展的若干措施。 "会议的系列部署直击民营企业关切，从扩大准入、打通堵点、强化保障等方面精准发力，打出了政 策'组合拳'，助力民营企业稳定预期、提振信心。"国家信息中心经济预测部研究员张晓兰表示，各地 区各部门要深入贯彻落实会议部署，因地制宜深化、细化、实化举措，提高政策精准度和可操作性，层 层抓好落实，着力激发民间投资活力、促进民间投资发展。 民间投资是稳增长、调结构、促就业的重要支撑力量。今年前7个月，我国民间项目投资（扣除房地产 开发民间投资）同比增长3.9%。分行业看，住宿和餐饮业民间投资增长19.6%，基础设施民间投资增长 8.8%，文化、体育和娱乐业民间投资增长8.1%，制造业民间投资增长5%。 国家发展改革委新闻发言人李超表示，国家发展改革委将会同有关部门，坚定不移实施扩大内需战略。 聚焦重点领域谋划储备一批发展所需、地方所能、群众所盼的重点项目。抓紧研究出台促进民间投资发 展的政策举措，完善民营企业参与国家重大项目建设长效机制。（完） 要拓宽民间投资空间，支持民间资本加大 ...

市场准入是经营主体参与经济活动的前提，公平竞争是市场经济的基本原则。会议指出，要营造公平竞 争市场环境，破除限制民间投资的各种隐性壁垒，加强创新支撑和融资支持，完善服务体系，让民营企 业敢投资、有回报。 "会议的系列部署直击民营企业关切，从扩大准入、打通堵点、强化保障等方面精准发力，打出了政 策'组合拳'，助力民营企业稳定预期、提振信心。"国家信息中心经济预测部研究员张晓兰表示，各地 区各部门要深入贯彻落实会议部署，因地制宜深化、细化、实化举措，提高政策精准度和可操作性，层 层抓好落实，着力激发民间投资活力、促进民间投资发展。 要拓宽民间投资空间，支持民间资本加大新质生产力、新兴服务业、新型基础设施等领域投资；要严格 落实招标投标领域相关制度规定，保障中小企业政府采购预留份额，加大中央预算内投资等对民间投资 项目的支持力度……会议部署一系列务实举措，释放了更大力度促进民间投资发展的积极信号。 新华社北京9月12日电（记者魏玉坤）民间投资对稳就业稳经济具有重要作用。12日召开的国务院常务 会议，部署进一步促进民间投资发展的若干措施。 国家发展改革委新闻发言人李超表示，国家发展改革委将会同有关部门，坚定不移实施扩 ...

Group 1: Flood Prevention and Disaster Relief - The meeting emphasized the importance of maintaining vigilance against flood and typhoon risks, even after the peak flood season has passed, highlighting the need for effective disaster relief and recovery efforts [2][3] - It was noted that extreme rainfall has caused significant damage in some regions, necessitating a coordinated response from local authorities and departments to ensure the safety and recovery of affected populations [2][3] Group 2: Promotion of Private Investment - The meeting recognized the critical role of private investment in stabilizing employment and the economy, proposing practical measures to address key concerns of enterprises and stimulate private investment [3] - Specific strategies include expanding access for private investment, enhancing support for new productivity sectors, emerging services, and new infrastructure projects, as well as ensuring fair competition in the market [3] Group 3: Overseas Comprehensive Service System - The meeting discussed the need to strengthen the overseas comprehensive service system to support domestic enterprises in international cooperation and competition [3] - This includes improving coordination across legal, financial, and logistical services, and establishing service platforms to assist companies venturing abroad [3] Group 4: Biomedical Technology Regulation - The meeting approved a draft regulation aimed at managing clinical research and the application of new biomedical technologies, focusing on innovation and safety [4] - The goal is to enhance the quality and safety of clinical applications while effectively mitigating various risks associated with biomedical innovations [4]

Core Viewpoint - The company has announced its participation in a new venture related to computing power and infrastructure, specifically through a significant investment in a new technology service company [1] Group 1: Investment Details - The company has approved an investment of 66 million yuan, representing a 30% stake, in the establishment of "Shanghai Pusuan Cloud Intelligence Technology Service Co., Ltd." [1] - The new company aims to provide deployment and operational services for intelligent computing facilities [1] - The investment amount is relatively small compared to the company's net assets and is not expected to significantly impact the company's annual operating performance [1] Group 2: Operational Status - The new subsidiary has not yet completed its business registration, and related operational activities have not commenced [1] - The investment will not alter the existing business structure or status of the company [1]