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外交部:个别美国政客干扰破坏中美正常交往合作注定失败
Zheng Quan Shi Bao Wang· 2025-10-09 07:47
人民财讯10月9日电,10月9日,外交部发言人郭嘉昆主持例行记者会。有记者问:据报道,美国国会众 议院"中国特设委"近期出台所谓调查报告,抹黑并建议限制中美正常教育交流合作,请问发言人对此有 何评论? 责任编辑:刘万里 SF014 郭嘉昆表示,这个机构一贯出于政治目的攻击抹黑中国,毫无信誉可言。针对其恶劣行径,中方已向美 方提出严正交涉。 我们要强调的是,中美教育交流合作是互利共赢的,符合双方共同利益和期待,有助于增进两国人民的 交往与了解。个别美国政客泛化国家安全概念,干扰破坏中美教育和人文领域正常交往合作,不得人 心,注定失败。我们敦促美方将特朗普总统欢迎中国留学生赴美学习的表态落到实处,停止损害相关方 的利益和中美关系。中方将密切关注美方言行,采取必要措施,坚决捍卫中方合法权益。 ...
美联储年内或进一步宽松,中国假期人流量同比增6.2%
Dong Zheng Qi Huo· 2025-10-09 00:43
1. Report Industry Investment Rating There is no information provided regarding the report industry investment rating in the given content. 2. Core Views of the Report - The Fed may further ease monetary policy this year, which has an impact on various financial and commodity markets [1][11]. - During the National Day holiday, the cross - regional passenger flow in China increased by 6.2% year - on - year, and Chinese equity assets rose slightly but underperformed globally [2]. - The supply side is the key factor affecting the price trends of various commodities, and different commodities face different supply and demand situations [3][4][5]. 3. Summary by Relevant Catalogs 3.1 Financial News and Reviews 3.1.1 Macro Strategy (Gold) - Trump announced that Israel and Hamas signed the first phase of the peace plan, and the Fed's meeting minutes indicated that further easing might be appropriate this year [10][11]. - Gold prices rose to a record high of $4059 and then fell back, increasing by about 5% during the holiday due to risk - aversion sentiment. Short - term, the positive factors are fully priced, and there is a risk of a pullback [11]. - Investment advice: Be cautious of the risk of a decline due to long - position profit - taking after the price hits a new high [12]. 3.1.2 Macro Strategy (Foreign Exchange Futures - US Dollar Index) - Macron plans to appoint a new prime minister, Trump said Israel and Hamas reached an agreement on hostage release and troop withdrawal, and the Fed's interest - rate meeting minutes showed internal differences on the number of interest - rate cuts [13][14][15]. - The US dollar index will fluctuate in the short term, and the market's risk appetite continues to rise [16][17]. - Investment advice: The US dollar index will remain volatile in the short term [18]. 3.1.3 Macro Strategy (US Stock Index Futures) - Meta and Apple are about to reach a settlement with the EU Commission on antitrust cases, and the US Senate rejected the bipartisan temporary appropriation bill again [19][20]. - The Fed's meeting minutes showed internal differences among officials, but the market's optimistic sentiment towards AI and interest - rate cuts remains high, and the market is expected to remain strong [21]. - Investment advice: The US stock market is expected to maintain a strong trend after a small adjustment [22]. 3.1.4 Macro Strategy (Stock Index Futures) - China's Ambassador to the US called for expanding China - US cooperation, and the cross - regional passenger flow during the National Day holiday increased by 6.2% year - on - year [23][24]. - Chinese equity assets rose slightly during the holiday but underperformed globally. The market is still in a structural pattern, and the rhythm is more important than the position [25][26]. - Investment advice: The market is in a structural pattern, and rhythm is more important than position [26]. 3.1.5 Macro Strategy (Treasury Bond Futures) - The manufacturing PMI in September was 49.8%, and the central bank conducted a 7 - day reverse repurchase operation of 2422 billion yuan [27][28]. - The bond market is expected to fluctuate in the first half of October and may strengthen after the 14th Five - Year Plan policies are implemented [28]. - Investment advice: The bond market is expected to fluctuate and bottom out in the short term. Short - term trading should be cautious, and medium - term long positions can be considered on dips [28]. 3.2 Commodity News and Reviews 3.2.1 Agricultural Products (Soybean Oil/Rapeseed Oil/Palm Oil) - Indonesia is about to start the B50 road test [29]. - During the holiday, Malaysian palm oil led the rise in the overseas oil market. The market predicts that Malaysia's palm oil inventory will decline slightly in September [30]. - Investment advice: The domestic market is expected to make up for the rise after the holiday, but be cautious of a pullback after a high opening. In the long - term, go long after the clear signal of production reduction in the producing areas in the fourth quarter [30]. 3.2.2 Black Metals (Steam Coal) - The safety inspection in the Ordos steam coal market remains strict, and the coal price is expected to remain weak seasonally in October [31]. - Investment advice: The coal price is expected to remain weak in October, and pay attention to the policy game after the long - term agreement price [31]. 3.2.3 Black Metals (Iron Ore) - Japan's Nippon Steel and Champion Iron are promoting the Kami iron ore project [32]. - During the holiday, the iron ore price fluctuated narrowly around $104. The downstream finished - product market was weak, and the iron ore price is expected to continue to fluctuate narrowly [32][33]. - Investment advice: The iron ore price is expected to continue to fluctuate narrowly [33]. 3.2.4 Agricultural Products (Soybean Meal) - In September, China's soybean imports and crushing volume decreased month - on - month, and the US soybean old - crop inventory as of September 1 was lower than expected [34][35]. - The Brazilian soybean sowing progress reached 8.2% as of October 4. The CBOT soybean price rose slightly during the holiday. The US government shutdown suspended the release of relevant reports [37]. - Investment advice: The soybean meal price is expected to fluctuate temporarily, and Sino - US relations are the main influencing factor [37]. 3.2.5 Black Metals (Rebar/Hot - Rolled Coil) - The EU plans to impose a 50% tariff on steel imports outside the quota [40]. - During the holiday, the overseas metal prices rose slightly, and the steel price is expected to rise slightly after the holiday, but the inventory accumulation during the holiday will suppress the spot price. Pay attention to the terminal demand [40]. - Investment advice: Treat the market with a range - bound mindset after the holiday and pay attention to the demand intensity [41]. 3.2.6 Agricultural Products (Red Dates) - The red date price in the Guangzhou Ruyifang market was stable, and the futures price of the main contract CJ601 fell [42]. - The supply in Xinjiang is normal, and the demand in the north - south distribution areas is stable. The new - season output and old - crop inventory are still being debated [42]. - Investment advice: Hold a wait - and - see attitude or conduct short - term operations in the short term, and pay attention to the fruit development in the producing areas and downstream consumption [42]. 3.2.7 Non - Ferrous Metals (Copper) - The ICSG predicts that the global copper mine production will increase by 1.4% in 2025 and 2.3% in 2026, and there will be a supply surplus in 2025 and a shortage in 2026 [43][44]. - Teck Resources lowered its copper production forecast for its Chilean flagship mine, and Aurubis raised the European copper premium for 2026 [45][46]. - Investment advice: Adopt a long - position strategy unilaterally, and pay attention to the domestic - foreign positive arbitrage [47]. 3.2.8 Non - Ferrous Metals (Lead) - The resumption of production of a small lead - zinc mine in Fujian was postponed to the end of October [48]. - The supply of lead has improved, and the demand is stable. The Shanghai lead price may fluctuate upward [50]. - Investment advice: Go long on dips unilaterally and pay attention to the positive arbitrage of the monthly spread [50]. 3.2.9 Non - Ferrous Metals (Zinc) - 29Metals withdrew its zinc production guidance due to an earthquake, and the resumption of production of a small lead - zinc mine in Fujian was postponed to the end of October [51][52]. - The LME zinc price is supported, and the domestic zinc export window may open. The inventory is expected to rise after the holiday [53]. - Investment advice: Adopt a wait - and - see attitude unilaterally, and pay attention to the medium - term positive arbitrage opportunity brought by the opening of the export window [53]. 3.2.10 Non - Ferrous Metals (Polysilicon) - The expansion project of Xinjiang Dongfang Hope New Energy Co., Ltd.'s polysilicon plant is under environmental protection acceptance [54][55]. - The polysilicon price may remain flat, and the component price is expected to fluctuate in the short term [55][56]. - Investment advice: The market may fluctuate widely between 49,000 - 55,000 yuan/ton in October. Pay attention to the range - bound operation opportunities [57]. 3.2.11 Non - Ferrous Metals (Industrial Silicon) - The SASAC called for抵制 "involution - style" competition [58]. - The inventory of industrial silicon is expected to accumulate slightly in September - October and decrease slightly in November - December [59]. - Investment advice: It is more cost - effective to go long on dips, but be cautious when chasing the price [59]. 3.2.12 Non - Ferrous Metals (Nickel) - Indonesia will re - implement the annual RKAB system in 2026 [60]. - During the holiday, the LME nickel price was strong. The nickel ore price is expected to rise, and the nickel iron and intermediate product prices are expected to remain strong, but the refined nickel inventory is under pressure [61]. - Investment advice: Conduct range - bound trading in the short term, and go long at low levels from a configuration perspective [62]. 3.2.13 Energy and Chemicals (Liquefied Petroleum Gas) - Saudi Arabia's October CP official prices fell, and the US C3 inventory decreased [63][64]. - The PG price is expected to be easy to rise and difficult to fall in the short term. Pay attention to the start - stop changes of PDH plants after the import cost drops [64]. - Investment advice: Pay attention to the start - stop changes of PDH plants after the import cost drops [64]. 3.2.14 Energy and Chemicals (Crude Oil) - Russia will gradually increase oil production, and the US EIA crude oil inventory increased [65][66]. - International oil prices rebounded after falling during the holiday. The release of supply by oil - producing countries is the key factor affecting the price [66]. - Investment advice: The decline of oil prices depends on whether the supply of oil - producing countries can be effectively released [67]. 3.2.15 Energy and Chemicals (Bottle Chips) - The export prices of bottle chip factories were mostly stable, with some slight decreases [68][69]. - The polyester raw material prices fell, and the bottle chip prices were under pressure. The demand is expected to be weak in the long term [70]. - Investment advice: The absolute price of bottle chips is at a low level, and the inventory of factories has decreased. Pay attention to the sustainability of production cuts and new capacity launches [70]. 3.2.16 Shipping Index (Container Freight Rate) - Maersk said that the freight volume from China to Latin America and Africa has increased [71]. - During the National Day holiday, the spot index fell below 1050, and the short - term market may be weak. Pay attention to the low - buying opportunities after the over - decline of the 12 - contract [71]. - Investment advice: Pay attention to the low - buying opportunities after the over - decline of the 12 - contract [72].
中美副外长见了面,美官员表示中美关系,对3亿多美国人太重要了
Sou Hu Cai Jing· 2025-10-04 18:12
在世界的聚光灯下,中美两国副外长于纽约举行了一场备受瞩目的会晤。这次会面,不仅是双方就双边关系和国际事务交换意见的平台,更因美国官员 的"感慨万千"而引发了外界对两国关系走向的深入解读。美国副国务卿兰多的一番话——"美中双边关系,对美国人民的安全与繁荣,至关重要!"——掷地 有声,其中蕴含的信号值得玩味。 从强硬到"软化":美国对华态度的微妙转变 风云变幻:纽约会晤折射中美关系"变调" 然而,这种转变并非全然彻底。在科技领域,美国对华半导体出口的限制措施仍在持续,意图维持其在该领域的主导地位。英伟达等科技巨头也因此面临营 收锐减的困境。这表明,在维护自身核心利益方面,美国依然采取着"有保有压"的策略。从这个角度来看,兰多的"感慨",更多地集中于中美关系对普通美 国民众日常生活的切实影响。 事实上,中国商品和服务早已深度融入美国民众的生活。中国出口的稀土,是美国新能源产业发展的重要支撑,让更多美国人得以享受清洁能源带来的便 利。同时,中国低价商品也在一定程度上缓解了美国的通胀压力,降低了民众的生活成本。此外,中美贸易往来还带动了美国物流、零售等行业的就业增 长,为数百万美国人提供了生计。 对话曙光:合作共赢的" ...
午后,港股跌幅扩大,小米集团跌近2%
Zheng Quan Shi Bao· 2025-10-03 06:57
午后,港股维持疲弱走势。个股方面,小米集团跌近2%。 港股跌逾1% 恒生指数盘中跌超1%,恒生科技指数一度跌超1.7%。 交银国际研报认为,9月港股延续震荡上行态势,在中美谈判重启和海外降息预期双重利好助推下,叠加科技板块轮动上涨,对大盘形成重要提振。外部 环境延续向好,中美贸易谈判重启,双方就关税削减、出口管制等关键议题展开磋商,市场对双边关系进展预期有所升温。与此同时,中国内地宏观政策 保持连续性和稳定性,"稳增长"政策工具箱储备充足,亦为港股提供了基本面预期支撑。 该机构认为,国庆及中秋长假影响,港股市场预计将短暂进入"淡季"模式,叠加美国政府短期融资法案不确定性,海外扰动影响或放大。同时,市场对美 联储降息时点和幅度仍存分歧,短期内可能仍以"有条件降息"为主调,预期反复或引起市场震荡。港股部分优质板块估值已接近历史高位,短期获利了结 压力犹存,可重点关注美联储降息节奏、中美关系进展及中国内地稳增长政策情况。 小米集团早盘下跌,午后跌近2%。 近日,"小米汽车自己开走"的话题冲上微博热搜。 个股方面,大众公用涨超23%,上海电气涨近16%。 有网络报道称,10月2日,山东威海一位车主发视频反映,自己的小 ...
中国驻美大使:中美要恪守不冲突不对抗底线,为世界增添稳定性
Zhong Guo Xin Wen Wang· 2025-10-01 00:36
中国驻美大使:中美要恪守不冲突不对抗底线,为世界增添稳定性 中新社华盛顿9月30日电 (记者 陈孟统)中国驻美大使谢锋29日在华盛顿表示,中美合,世界安;中美 斗,世界忧。双方要恪守不冲突不对抗的底线,为本已动荡的世界增添稳定性。 中国驻美国大使馆29日举行庆祝中华人民共和国成立76周年招待会。谢锋在致辞时作上述表示。 当地时间9月29日,华盛顿,中国驻美国大使馆举行庆祝中华人民共和国成立76周年招待会。图为 中国驻美大使谢锋致辞。中新社记者 陈孟统 摄 中新经纬版权所有,未经书面授权,任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview"),看更多精彩财经资讯。 谢锋称,事实证明,关税战、贸易战没有赢家,人为脱钩断链扰乱世界,只会损人害己。两国经贸会谈 取得积极进展表明,平等协商才是解决问题正确之道。 当晚,美国务院、白宫国安会、商务部等部门代表,华盛顿特区、马里兰州政府代表,世界银行行长彭 安杰、伊利诺伊州联邦众议员杰克逊、各界友好人士、外国驻美使节等700多人出席。(完) 来源:中国新闻网 编辑:董文博 广告等商务合作,请点击这里 本文为转载内容, ...
中国驻美国大使馆举行庆祝中华人民共和国成立76周年招待会
人民网-国际频道 原创稿· 2025-09-30 08:50
人民网华盛顿9月30日电 (记者李志伟)9月29日,中国驻美国大使馆隆重举行庆祝中华人民共和 国成立76周年招待会。中国驻美国大使谢锋和夫人王丹,井泉公使、邱文星公使,美国务院、白宫国安 会、商务部等部门代表,华盛顿特区、马里兰州政府代表,世界银行行长彭安杰、伊利诺伊州联邦众议 员杰克逊、各界友好人士、外国驻美使节等700多人出席。 中国驻美国大使谢锋发表致辞。人民网记者 李志伟摄 谢锋说,中美同为二战胜利主要贡献者、战后国际秩序主要构建者,当下作为联合国安理会常任理 事国和世界前两大经济体,更应本着对历史、对人民、对世界负责的态度,加强沟通合作,为两国人民 造福,为世界和平发展出力。中美要深化利益融合,做相互成就的同行者;妥处矛盾分歧,做和平稳定 的维护者;夯实民意根基,做人民友好的促进者。双方要坚持相互尊重不偏航、和平共处不相撞、合作 共赢不失速,携手推动搭载17亿多人民福祉的中美关系巨轮,沿着正确航向穿越风雨、破浪前行。 活动现场播放了《校正航向,驶向共赢》主题视频,费城交响乐团带来《梁祝》《赛马》等乐曲。 来宾们盛赞中国发展成就,期盼中美关系稳定发展。 9月29日,中国驻美国大使馆举行庆祝中华人民共和 ...
美国知名学者:希望美国认清“遏制中国”不切实际丨世界观
Zhong Guo Xin Wen Wang· 2025-09-30 08:07
近期,美国知名学者彼得·沃克(Peter Walker)访问中国人民大学重阳金融研究院(人大重阳),在人大重阳 区域国别论坛之"美国系列"第十八场活动中发表题为"关于中美关系的见解"的公开演讲,以东西方文化 与思维的本质差异为切入点,深入探讨了当前中美两国各自发展模式的未来方向。他表示,由衷希望美 国能认清"遏制中国"是不切实际的,中美两国利益其实高度契合,在诸多领域均有广阔合作空间。 ...
01年中国加入WTO,美国国会很不情愿,而克林顿为何站出来力挺?
Sou Hu Cai Jing· 2025-09-30 04:04
中国入世谈判:一场历时15年的经济外交博弈 1998年,中国主动提出降低关税,展现诚意,但欧美国家仍以政治因素为由设置障碍。在随后的谈判中,中国与欧洲更换了四任谈判代表,而美国更是换了 五任。美国对中国的警惕由来已久,尤其在苏联解体后,美国将中国视为亚太地区的潜在对手。许多美国政客担心,中国加入WTO后经济腾飞,可能威胁 美国的战略利益。 为何中国必须加入WTO? 1986年,中国正式向关税及贸易总协定(GATT,世贸组织WTO的前身)递交了重新加入的申请。然而,这场入世之路远比预想的漫长——中国用了15年时 间,历经无数艰难谈判,才最终叩开WTO的大门。这场没有硝烟的"经济外交战争",见证了中国为融入全球经济体系所付出的巨大努力。 漫长的等待与谈判的开启 尽管中国早在1986年就提交了申请,但由于GATT的审议流程复杂,加上1995年WTO取代GATT的机构调整,中国的入世进程一度停滞。直到1995年底,真 正的多边谈判才正式启动。根据WTO规则,中国需要获得绝大多数成员国的同意才能加入。为此,中国制定了"先亚洲,后欧美"的谈判策略。 1997年,经过艰苦磋商,中国与印度尼西亚等亚洲国家率先达成协议。然而, ...
美国华盛顿侨学界举行庆祝中华人民共和国成立76周年晚宴
Zhong Guo Xin Wen Wang· 2025-09-30 03:50
中新网华盛顿9月29日电 (记者 沙晗汀)美国华盛顿侨学界当地时间28日晚在马里兰州贝塞斯达举行庆祝 中华人民共和国成立76周年晚宴。中国驻美国大使谢锋、马里兰州务卿李凤迁(Susan Lee)及华盛顿地区 各界华侨华人代表出席活动。 谢锋在致辞中说,76年来,中国共产党团结带领全国各族人民,创造了经济快速发展和社会长期稳定两 大奇迹,中华民族实现了从站起来、富起来到强起来的伟大飞跃。 谢锋表示,在两国元首的战略引领下,当前中美关系总体保持稳定。事实表明,中美拥有广泛共同利益 和广阔合作空间,完全可以相互成就、共同繁荣,造福两国、惠及世界。作为两个大国,中美存在分歧 在所难免,关键是要尊重彼此核心利益和重大关切,尊重彼此对社会制度和发展道路的选择。 本次活动由华盛顿地区同乡会联合会、美中经济文化交流协会主办,美中工商联合会、美国侨学界社团 联席会、大华府地区中国大专院校校友会联合会等协办。(完) 谢锋强调,中美经贸关系本质是互利共赢,关税战、贸易战没有赢家,平等、尊重和互惠才是妥处问题 的良方。希望美方采取实际行动,与中方相向而行,认真落实两国元首重要共识,践行相互尊重、和平 共处、合作共赢三原则,增进共识、 ...
华盛顿侨学界庆祝中华人民共和国成立76周年
人民网-国际频道 原创稿· 2025-09-29 08:41
人民网华盛顿9月29日电 (记者李志伟)9月28日,华盛顿侨学界庆祝中华人民共和国成立76周年 晚宴在马里兰州举行。华盛顿都市区的华侨华人社团代表数百人参加活动。 谢锋指出,旅美侨胞勤奋敬业、爱国爱乡,为祖(籍)国革命、建设、改革和中美关系发展贡献良 多。希望大家继续坚守团结统一共同的根,围绕中国文化共同的魂,共逐中华民族伟大复兴共同的梦。 中国驻美使馆将秉持"外交为民"理念,继续尽心竭力为旅美侨胞提供优质服务。 华盛顿地区同乡会联合会会长徐江表示,76年来,我们的祖(籍)国一步一个脚印,经历了无数的 挑战与奋斗,赢得了让世人瞩目的成就。作为海外游子,我们无论身在何处,都为祖(籍)国的进步和 成就感到由衷的骄傲和欣慰。我们坚信中美两国人民之间的交流与合作,能够让彼此更加理解,更加信 任,也更加亲切。作为海外华侨华人,我们愿意为中美两国的理解和友谊铺路架桥、添砖加瓦。愿祖 (籍)国蒸蒸日上、繁荣昌盛。 中国驻美使馆邱文星公使等也出席了晚宴。 中国驻美国大使谢锋应邀出席活动。谢锋发表题为"踏平坎坷成大道 凝心聚力谋复兴"的致辞。谢 锋表示,76年来,中国共产党团结带领全国各族人民,创造了经济快速发展和社会长期稳定 ...