新华财经北京9月24日电（王姝睿）尽管过去一年多实施激进降息，新西兰经济依然疲弱，即将于12月 上任的新西兰联储主席安娜·布雷曼（Anna Breman）将在艰难环境下接手央行。经济学家表示，新西兰 前景充满挑战，经济料难有强劲反弹。 （文章来源：新华财经） 在内需方面，尽管降息力度空前，但新西兰房价未见明显上涨，财富效应缺失，消费提振有限。同时， 失业率攀升，劳动力外流至澳大利亚等地寻找更佳机会。外部压力亦加剧困境，美国4月宣布的贸易政 策引发不确定性冲击，对新西兰商品加征的15%关税涉及葡萄酒、肉类及服务业，出口受挫。 新西兰联储首席经济学家康威指出，经济前景依然充满挑战，即便一年后有所改善，也难见强劲反弹。 他将困境主要归因于全球因素，尤其是美国贸易政策。 分析称，新西兰经济对此前降息的反应迟缓，需求降温预计将减轻通胀压力，使新西兰联储有可能在今 年底前进一步下调利率。布雷曼或需重新审视政策框架，寻求兼顾物价稳定与就业的平衡路径。在全球 不确定性升温的背景下，她的政策灵活性将成为关键考验。 目前新西兰金融机构普遍预期，新西兰联储需推行更深度降息以应对增长停滞挑战。新西兰ASB银行预 计，新西兰联储将在年 ...

一来全球86%半导体公司预计2025年收入增长，AI芯片是核心驱动力，国内厂商在先进封装、设备领域进展超预期，盛美上海 前道涂胶设备交付客户，国产替代再加码。二来全球IC封测订单回暖，消费电子库存消化，行业或从"去库存"转向"补库存"。 再加上一个台积电2纳米制程涨价传闻，先进制程稀缺性被炒作，多重利好叠加才撑起这波行情。 | 24 | 603316 诚邦股份 | | 10.04 | 13.92 | 12.65 | 13.92 | | --- | --- | --- | --- | --- | --- | --- | | 25 | 600895 张江高科 | R | 10.01 | 50.78 | 46.18 | 50.78 | | 26 | 603650 彤程新材 | R | 10.01 | 41.55 | 37.40 | 41.55 | | 27 | 002156 通富微电 | R | 10.00 | 37.72 | 35.01 | 37.72 | | 28 | 603800 洪田股份 | R | 10.00 | 52.80 | 47.24 | 52.80 | | 29 | 600060 海信视像 | R ...

这一行政令有很大概率面临司法质疑。 上周五，美国总统特朗普突然发布总统令称，如果已持有H-1B签证的外国人"身在国外"，入境美国之前其美国雇 主必须先补交10万美元。 看到这一消息时，长居纽约的设计师王闪闪（化名）正在前往机场的路上，刚结束海外出差的她计划利用周末飞 往郑州和家人团聚。然而，她最终只在郑州停留了一顿午饭的时间——落地3小时后，她和家人聚餐后再度返回机 场，经香港飞往旧金山，希望赶在9月21日凌晨总统令生效之前入境美国，为此她第一次买了"优选经济舱"，花费 4000多美元。 政策公布后，多家美国大型跨国公司因此要求员工在9月21日之前火速返回美国，并引发印度赴美机票两小时内暴 涨110%。随后白宫发言人澄清，H1-B签证费用为一次性收费，只针对9月21日之后新申请的签证，并且在涉"国家 利益"或某些关键行业的岗位上或将有豁免。 尽管这一风波稍有平息，随着更多政策的公布，美国移民体系正在面临巨震。 当地时间9月23日，美国国土安全部在《联邦公报》发布公告称，特朗普政府计划调整H-1B签证申请流程，拟引 入加权选择机制，在年度配额抽签中优先考虑技能水平更高、薪资待遇更优的申请人。此前，特朗普签署另一 ...

Core Viewpoint - The S&P 500 index has shown remarkable resilience in the face of challenges such as trade tensions, economic slowdown, and valuation concerns, achieving record highs and maintaining a long streak without significant declines [1][4]. Group 1: Market Performance - The S&P 500 index has not experienced a 2% drop since April, marking the longest streak since July 2024, with a cumulative increase of 34% and a market capitalization rise of nearly $16 trillion [1][4]. - The index has reached 28 all-time highs this year, despite rising unemployment rates and inflation concerns [4][5]. Group 2: Investor Sentiment - Investors are optimistic about potential interest rate cuts, with expectations of a 50 basis point reduction by 2025 being largely priced in [5][6]. - Recent fund inflows into the U.S. stock market reached nearly $58 billion in a single week, the largest weekly inflow of the year [6]. Group 3: Short Selling and Market Dynamics - The S&P 500 index has defied the historical trend of poor performance in September, driven by short covering, with the most shorted stocks rising 14% this month [7][8]. - The relative strength index (RSI) for the most shorted stocks has reached its highest level since early 2021, indicating potential overbought conditions [7][8]. Group 4: Volatility and Risk Indicators - The Chicago Board Options Exchange Volatility Index (VIX) is significantly below its ten-year average, suggesting low investor fear and complacency [9]. - There is a notable increase in net short positions on the VIX, indicating that investors are betting on continued market calm, which may signal a potential pause in the upward trend [9].

京津产业握手链接洽谈活动举办 协议投资额约107亿元 来源：中国新闻网 编辑：张嘉怡 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 图为活动现场。(天津市宝坻区供图) 中新网天津9月24日电 (薛淳月)23日，"2025京津产业握手链接洽谈活动"在天津市宝坻区举办。本次活 动现场签约合作项目(事项)44个，协议投资额约107亿元人民币，在产业发展、科技创新、服务配套、 园区共建等多个领域深化合作。 洽谈会上，京津两市领导共同为"天开高教科创园宝坻园"揭牌，低空经济(宝坻)创新实验室等一批协同 创新平台同步揭牌成立。京津合作示范区、京津冀智能网联新能源汽车科技生态港等重点园区作了现场 推介。 活动特别设置央企国企对接专场，天津宝坻区相关委办局、区属国企与9家驻津央国企围绕产业协同升 级、金融效能提升进行深入交流，在合作路径、项目落位等方面达成多项共识。 活动现场，天津银行股份有限公司发布"京津冀产业交流综合金融服务平台"集成建设成果，北京工业大 学、天津市智能制造装备产业协会分别发布创新成果与产业需求，推动科创资源精准对接。 据悉，本次活动为第四届京津产业握手链接洽谈活动。天津宝坻区相关 ...

Core Insights - The A-share market experienced a volatile rise, with all three major indices increasing, particularly the Sci-Tech 50 which rose over 3% [2][4] - The semiconductor industry chain has replaced AI hardware as the core focus of the market today, benefiting from advancements in chip self-sufficiency [4][7] Market Performance - The Shanghai Composite Index rose by 0.83%, the Shenzhen Component Index by 1.80%, and the ChiNext Index by 2.28%. The Sci-Tech 50 saw a significant increase of 3.49%, with a total market turnover of 2.35 trillion yuan and 4,457 stocks rising [2][7] - In terms of sector performance, the power and new energy equipment sector increased by 2.77%, electronics by 2.65%, and computers by 2.53%. Conversely, banking and coal sectors saw declines of 0.32% and 0.29% respectively [7] Industry Highlights - The semiconductor sector led the gains, with semiconductor silicon wafers up by 7.57%, semiconductor equipment by 6.26%, and wafer industry by 6.02% [7] - The market is driven by continuous catalysts in the technology sector, including the public unveiling of extreme ultraviolet (EUV) lithography machine parameters by Shanghai Micro Electronics [7] Future Outlook - The report maintains a bullish outlook on the Chinese stock market, expecting a bull market driven by ample liquidity and gradual recovery in fundamentals, drawing parallels to previous bull markets in 1999, 2014, and 2019 [7] - Short-term focus should be on sectors with improving revenue growth and gross margins, such as fiberglass, cement, and fine chemicals, while also considering technology growth areas like lithium batteries and military technology [7]

证券日报网讯 9月24日晚间，常熟银行发布公告称，今日，本行收到《苏州金融监管分局关于程鹏飞常 熟农村商业银行副行长任职资格的批复》，核准程鹏飞先生本行副行长任职资格。 （文章来源：证券日报） ...

据悉，本届民洽会设置"1+4+N"系列议程。除主场活动外，大会安排了促进民营经济发展交流会、第九 届京津冀民营经济产业对接交流会、基金之夜、科技金融助力新质生产力发展对接会等4场品牌活动， 并配套举办河西区、滨海新区、武清区专题活动，以及绿色低碳循环产业、先进制造业投融资、农业经 济产融合作等专场对接会。优质项目路演聚焦天津市12条重点产业链，通过专题路演、投融资洽谈及集 中签约，为企业搭建高效融资与合作平台。 2025中国民营企业投融资洽谈会在天津启幕 中新网天津9月24日电 (记者 周亚强)2025中国民营企业投融资洽谈会(以下简称"民洽会")24日在天津启 幕。来自全国各省市发展改革系统、央企国企、民营企业、金融机构、投资机构、高校及研发机构等 2000余人齐聚一堂，共同探讨民营经济发展新路径，推动民营经济健康高质量发展。 9月24日，由科技部、天津市人民政府共同主办的2025中国民营企业投融资洽谈会开幕。记者 佟郁 摄 本届民洽会以"促进民营经济高质量发展——以新提质共创未来"为主题，旨在搭建高能级产融对接平 台。在政策发布环节，大会相继发布了国家支持民营企业系列政策、《天津市支持创业投资高质量发展 ...

在本周二（9月23日）的一次公开讲话中，美联储主席鲍威尔指出，当前美国股市的估值已经相当高。 在鲍威尔发表上述观点后，美国股市三大股指出现下跌。尽管美联储在刚刚结束的9月议息会议上再次 降息25个基点，然而美联储主席鲍威尔的上述讲话却给美国股市浇了一盆冷水。 另外，鲍威尔再次阐述了他对于货币政策的谨慎态度。这将市场刚刚掀起的热情又压了回去。正如笔者 在先前文章中阐述的，鲍威尔在当前美国经济一方面就业市场疲软，另一方面通货膨胀存在反弹的风险 的背景下很难做出大幅而快速降息的决定。这使得市场处于一种焦灼状态，从而进一步推升了美国经济 的不确定性。 摩根大通认为，美国经济在今年后半年会进一步下行。如果美联储在放松货币政策方面继续犹豫不决， 这势必会加大美国经济面临的负面压力。 由此，笔者认为，美国经济的前景堪忧，一场风暴也许就在前面。 JerryZang 免责声明：本文内容及观点仅供参考，不构成任何投资建议。投资者据此操作，风险自担。一切有关市 场的准确信息，请以相关官方公告为准。市场有风险，投资需谨慎。 ...

Core Viewpoint - The article emphasizes the critical role of financial services in supporting the innovation and development of technology enterprises in China, particularly in the context of the ongoing global technological innovation wave and the country's goal of becoming a technology powerhouse [2][21]. Group 1: Financial Services and Technology Enterprises - Financial services are deemed a "necessity" for technology enterprises, as highlighted by the CEO of Qianlang Intelligent Technology, who discussed the importance of banking partnerships in overcoming challenges related to cross-border payments and funding efficiency [7][8]. - The collaboration between Qianlang Intelligent and Shanghai Pudong Development Bank showcases how tailored financial products can address specific needs of technology firms, enhancing their operational efficiency and international expansion [7][19]. - The article illustrates that the demand for financial services is not limited to funding but extends to comprehensive financial management solutions that adapt to the evolving needs of technology companies [7][8]. Group 2: Case Studies of Financial Support - Estun Automation, a leading player in the industrial robotics sector, has benefited from a long-term partnership with Shanghai Pudong Development Bank, which has provided various financial products, including working capital loans and supply chain financing [14][15]. - The financial services landscape has evolved, allowing private manufacturing enterprises like Estun Automation to access innovative financing options that were previously unavailable, thus facilitating their growth and development [14][15]. - The case of Jiachensihai Biotechnology illustrates the importance of stable financial support in the competitive landscape of innovative pharmaceuticals, where timely funding can significantly impact research and development progress [17][19]. Group 3: The Role of Financial Innovation - The article highlights the ongoing transformation within banks to better understand and meet the unique needs of technology enterprises, moving beyond traditional service models to offer more relevant financial solutions [21]. - Financial institutions are increasingly focusing on providing "warm" financial empowerment, which is crucial for the innovation pathways of technology companies, ensuring they have the necessary resources to thrive [21]. - The integration of financial services into the operational strategies of technology firms is seen as a key factor in achieving high-quality development within China's technology sector [21].