Group 1 - Spring Airlines issued a statement denying the connection between the normal condensation phenomenon in summer cabins and the sale of blankets, clarifying that the condensation is a common physical reaction that disappears shortly after takeoff [2][3] - JD and Wanda have established a partnership with a total investment of approximately 80.53 billion yuan, focusing on management consulting and information technology consulting [12] - The U.S. Customs intercepted 1.83 million counterfeit LABUBU products this year, significantly contributing to the maintenance of a fair international trade environment [6] Group 2 - The Federal Reserve signaled a potential interest rate cut, which could extend the global bull market; the Shanghai Composite Index rose above 3,800 points following this news [9] - Meituan addressed user complaints regarding delayed refunds, attributing the issue to information display lag and payment channel anomalies, and has established a dedicated customer service team to assist users [9] - Porsche announced adjustments to its battery business, with its subsidiary Cellforce focusing on battery unit research and development, leading to staff reductions [13] Group 3 - KDP announced the acquisition of JDE Peet's, the parent company of Peet's Coffee, in a cash transaction expected to close in the first half of 2026 [15] - Pinduoduo reported Q2 revenue of 103.98 billion yuan, with a year-on-year growth rate of 7%, while net profit decreased by 4% [18] - Keep achieved revenue of 822 million yuan in the first half of 2025, with an adjusted net profit of 10.35 million yuan, and improved gross margin from 46.0% to 52.2% [19]

来源：@中国经营报微博 #A股成交额历史第二次破3万亿#【华尔街：#全球牛市有望延续#，美联储降息将给亚洲市场注入动 能】日前，某华尔街大行的中国首席经济学家在闭门会上提及，最近全球市场似乎无惧于经济数据、政 策不确定性的影响，俨然有一个流动性驱使的"水牛"征兆。在美国，市场对AI主题疯狂扎堆炒作；在欧 元区，欧洲央行的持续降息创造了低利率环境，再通胀和国防支出加码的预期导致资金涌入国防和周期 股。而中国在基本面企稳和政策预期下，低利率驱动部分居民储蓄等资金流入股市，保险资金砸下近万 亿元增持股市。8月22日，美联储主席鲍威尔在杰克逊霍尔全球央行年会上表示，基准前景和风险平衡 的变化或将使美联储调整政策立场。高盛认为，9月会议降息25个基点是大概率事件。当前，摩根大 通、摩根士丹利、高盛等投行普遍认为，降息将给亚洲市场注入动能，即使已经历大涨。（第一财经） ...