财通证券此前指，美团作为国内领先的本地商业平台，核心业务涵盖餐饮外卖、闪购及到店酒旅业务， 并积极开发小象超市、快驴等新业务以及拓展海外市场。整体来看，宏观经济是最大的贝塔，下游服务 业相较商品零售更高的增速和相对更强的可选属性决定平台成长性及弹性亦更大；线上化率提升的背景 下，外卖相对刚性、构筑稳健基本盘，到店及闪购业务加速渗透带来高成长。 智通财经APP获悉，美团-W(03690)涨超4%，截至发稿，涨4.57%，报102.9港元，成交额24.33亿港元。 消息面上，1月9日，国务院反垄断反不正当竞争委员会办公室宣布，对外卖平台服务行业市场竞争状况 开展调查、评估。美团方面表示，坚决拥护国家开展外卖市场竞争调查评估。近一段时间以来，外卖市 场"拼价格、拼补贴、控流量"等非理性竞争问题突出。美团多次呼吁行业回归理性，坚决反对"内卷 式"竞争。 ...

(原标题：【早知道】我国新增20万颗卫星申请：国家医保局启动"个人医保云"建设试点） 人民财讯1月12日电，【摘要】我国新增20万颗卫星申请。长光卫星：国内首张某高分辨率彩色夜光遥感卫星影像发布。国内首款3D打印航空发 动机完成飞行试验。财政部、税务总局：自2026年4月1日起，取消光伏等产品增值税出口退税。国家医保局启动"个人医保云"建设试点。国家药 监局公示两项随机接口推荐性行业标准制定计划。国务院反垄断反不正当竞争委员会办公室对外卖平台服务行业市场竞争状况开展调查、评估, 上海：加速商业火箭、人形机器人等创新产品突破产业规模化发展瓶颈。国家网信办就《互联网应用程序个人信息收集使用规定（征求意见 稿）》公开征求意见。广期所：调整铂、锂期货合约涨跌停板幅度和交易保证金标准。 相关ETF 食品饮料ETF (产品代码: 515170) ★ 跟踪：中证细分食品饮料产业主题指数 近五日涨跌:1.64% 市盈率: 20.24倍 资金流向: 最新份额为101.9亿份,减 少了300.0万份,净申 赎-165.9万元。 估值分位:19.26% 游戏ETF (产品代码：159869) ★ 跟踪：中证动漫游戏指数 近五日涨跌 ...

1月9日，国家医保局会同财政部发布通知，将职工基本医疗保险个人账户共济范围从省内拓展至全国， 支持近亲属就医购药、参保缴费。谁能用、怎么用？ ▶ 财政部、税务总局：4月1日起，取消光伏等产品增值税出口退税 财政部、税务总局日前发布公告，自2026年4月1日起，取消光伏等产品增值税出口退税。 转自：北京日报客户端 ▶ 对外卖平台市场竞争状况，国家反垄断部门开展调查评估 近日，国务院反垄断反不正当竞争委员会办公室依据《中华人民共和国反垄断法》，对外卖平台服务行 业市场竞争状况开展调查、评估。 ▶ 维护重要航运通道！中、俄、南非等国将举行海上联合演习 1月上中旬，"和平意志-2026"海上联合演习将位南非西蒙斯敦附近海空域举行，中国、俄罗斯、南非等 金砖成员国参演。 ▶ 医保个人账户跨省共济将全国推行，谁能用、怎么用？ ▶ 体育总局登山中心：严禁违规开展徒步穿越等活动 1月9日，国家体育总局登山运动管理中心发布通知，要求严禁违规开展徒步穿越等活动。 ▶ 最高法发布典型案例，明确彩礼返还裁判标准 1月9日，最高人民法院发布第三批涉彩礼纠纷典型案例，聚焦新型彩礼性质认定、恋爱期间的消费性支 出不属于彩礼等方面，其中明确 ...

当地时间周五，受政府停摆影响而推迟发布的关键通胀数据——美国9月个人消费支出（PCE）价格指数出炉。数据显 示，当月剔除波动较大的食品和能源价格后的核心个人消费支出价格指数同比上涨2.8%，增速较此前一个月有所放缓。 另外，美国密歇根大学公布的1年通胀预期降至今年以来低点，消费者信心也有所改善，以上消息强化了投资者对美联储 将在下周宣布降息的预期，提振了市场风险偏好，美国三大股指集体收涨，涨幅不到1%。 欧洲方面，欧盟统计局周五公布的数据显示，今年第三季度欧元区GDP环比增长0.3%，高于预估值。欧元区经济回暖主 要得益于投资和消费的提振。其中法国和西班牙的经济增速位居前列。不过目前俄乌和平谈判依然陷入僵局，令投资者 保持谨慎态度，一定程度上令欧洲股市承压。截至当天收盘，欧洲三大股指小幅波动。 5日国际油价上涨 纽约原油期货本周累计上涨约2.6% 网飞宣布收购华纳兄弟 两家公司股价5日走势分化 公司方面，美国流媒体巨头网飞周五宣布，将收购华纳兄弟探索公司的部分资产，包括电影和电视工作室，以及流媒体 平台等。《哈利·波特》《权力的游戏》等IP也将归于网飞旗下。此次交易由现金和股票形式完成，每股华纳兄弟的股票 价 ...

来源：央视财经 责任编辑：陈海芹 公司方面，美国流媒体巨头奈飞周五宣布，将收购华纳兄弟探索公司的部分资产，包括电影和电视工作 室，以及流媒体平台等。《哈利·波特》《权力的游戏》等IP也将归于奈飞旗下。此次交易由现金和股 票形式完成，每股华纳兄弟的股票价格为27.75美元，对应股权价值为720亿美元，总价值约为827亿美 元。据预计，这项交易将在12个月至18个月内完成。此消息公布后，一名美国政府官员表示对这笔交易 持"严重怀疑"态度。马萨诸塞州民主党参议员伊丽莎白·沃伦表示，合并后的公司将占据美国视频流媒 体平台近一半的份额，这可能会导致用户订阅费用上涨，同时引发反垄断调查。 两家公司股价当天走 势分化，奈飞下跌约2.9%，华纳兄弟探索公司股价涨超6%。 ...

Core Point - The European Commission has initiated an antitrust investigation into Meta Platforms regarding its rules that may restrict AI developers' access to WhatsApp, potentially harming competition [1] Group 1 - The investigation focuses on whether Meta's policies create barriers for AI developers [1] - The outcome of this investigation could have significant implications for Meta's operations and its competitive landscape in the AI sector [1]

Core Viewpoint - The European Union's antitrust regulators are set to investigate the acquisition of a significant portion of the global port business of CK Hutchison Holdings by BlackRock and MSC, particularly focusing on the Spanish segment of the deal [1] Group 1: Regulatory Investigation - The investigation may lead regulators to require concessions from BlackRock and MSC for the transaction to be approved [1] - The European Commission will conclude its preliminary review of the deal by December 10, after which a full investigation will commence [1] Group 2: Transaction Details - The deal involves MSC's subsidiary Terminal Investment Limited Holding (TiL) and BlackRock jointly acquiring control of CK Hutchison's operations at the Port of Barcelona [1] - CK Hutchison plans to sell 80% of its $22.8 billion port business, which spans 43 ports across 23 countries [1] Group 3: Market Dynamics - There have been reports since July about China COSCO Shipping Group's interest in joining the acquisition consortium, with implications that if COSCO cannot participate, China may not regulate the approval of the transaction [1]

Core Insights - South Africa's Competition Commission has introduced a comprehensive set of remedial measures targeting global tech platforms [1] - A significant component of these measures includes a media support package valued at 688 million rand (approximately $40 million) [1] Group 1 - The Competition Commission's actions aim to address competitive practices within the tech industry [1] - The media support package is part of a broader strategy to enhance local media and content creation [1] - The measures reflect ongoing regulatory scrutiny of global tech companies operating in South Africa [1]

Core Points - Minmetals Resources is facing an EU antitrust investigation regarding its $500 million acquisition of Anglo American's nickel assets in Brazil due to rejected remedial proposals [1][3] - The deal has raised concerns about potential supply disruptions of nickel to European customers, prompting both companies to propose a ten-year plan to supply nickel to Minmetals for resale in Europe [3] - The European Commission is expected to complete its preliminary review of the transaction by November 4, but has not yet sought feedback from competitors and customers on the proposed remedies [3] Company Actions - Both companies have stated they will continue to work closely with the European Commission to obtain approval for the transaction [3] - They have proposed safeguards to ensure customers continue to receive sustainably produced nickel, which they believe is the best option for clients [3] - The companies assert that the entry of Minmetals as a new supplier will enhance competition in the European market for nickel [3]

Core Viewpoint - A recent whistleblower letter accusing Apple of abusing its market dominance has gained significant attention, with potential implications for antitrust investigations in China [1][2]. Group 1: Whistleblower Details - The whistleblower letter was initiated by 55 Chinese consumers, led by lawyers Tian Junwei and Wang Qiongfei, who allege that Apple restricts app distribution and payment channels while charging high commissions [2][3]. - The letter claims that Chinese consumers are denied the same payment options available in Europe and the U.S., being forced to pay a commission of up to 30%, known as the "Apple Tax" [3][15]. - Tian Junwei expressed optimism about the investigation's prospects, suggesting that a formal inquiry into Apple's practices is only a matter of time [2][14]. Group 2: Legal Context and Previous Complaints - This is not the first complaint against Apple; earlier this year, a group of consumers accused Apple of forcing users to use a specific payment method, which led to a court ruling recognizing Apple's market dominance but not its alleged abuse of that position [4][6]. - The legal challenges faced by consumers are compounded by Apple's complex jurisdictional strategies, which often make it difficult for Chinese consumers to pursue claims against the company [10][12]. Group 3: Potential Financial Implications - If an antitrust investigation is initiated and Apple is found guilty, it could face fines ranging from $669.52 million to $33.476 billion, based on its sales revenue in China [18][19]. - The potential fines could be significantly higher if the investigation finds that Apple's actions are particularly egregious, as it has faced similar penalties in other countries without changing its practices in China [19]. Group 4: Broader Industry Context - Other countries, including those in the EU and the U.S., have already taken steps to regulate the "Apple Tax," allowing developers to use external payment methods and reducing commission rates [15][16]. - The ongoing situation highlights a perceived arrogance from Apple in its dealings with global regulators, as it has not made concessions in the Chinese market despite pressure from developers and consumers [16].