Group 1 - US stock index futures showed slight increases, with Nasdaq futures up 0.24%, S&P 500 futures and Dow futures up 0.17% [1] - European stock indices had mixed results, with Germany's DAX index up 0.08%, UK's FTSE 100 down 0.17%, France's CAC down 0.73%, and the Euro Stoxx 50 down 0.23% [1] - The US government is seeking to acquire up to 10% stake in Lithium Americas, the largest lithium mining company in the US [2] Group 2 - Micron Technology reported a 46% year-over-year revenue increase to $11.32 billion for Q4 of fiscal year 2025, with adjusted operating profit up 126.6% to $3.955 billion, and high bandwidth memory (HBM) revenue reaching a record high [2] - Boeing is collaborating with Palantir to accelerate the adoption of artificial intelligence in its Defense, Space & Security (BDS) division [3] - Disney has raised the subscription fee for its ad-free Disney+ service to a maximum of $19 per month [3] Group 3 - OpenAI is discussing a rental model for AI chips with Nvidia, rather than purchasing them [1] - Alibaba is collaborating with Nvidia on Physical AI, focusing on data synthesis and model training [1] - Alibaba announced plans to invest 380 billion in AI infrastructure and introduced the concept of "super artificial intelligence" at its 2025 Cloud Summit [1] - Cathie Wood, known as "Wood the stock picker," has re-entered a position in Alibaba valued at over $16 million after four years [1] Group 4 - ExxonMobil signed an agreement with Russian oil to seek recovery of $4.6 billion in business impairment losses [3] - Tiger Brokers responded to rumors of "clearing mainland accounts," stating it is a routine compliance process and not a targeted clearance [2]

Group 1 - The latest "Asia Brand 500" list was announced, with Toyota, State Grid, and Samsung ranking in the top three [1] - China has the highest number of brands on the list, with a total of 217 brands, including 178 from mainland China [1] - The top ten brands also include Haier, Industrial and Commercial Bank of China, Honda, China Life, Sony, Tencent, and Huawei [1] Group 2 - The "Asia Brand Conference" focused on how Asian brands can leverage artificial intelligence (AI) for marketing strategies amid global tariff barriers [2] - Experts emphasized that AI poses both threats and opportunities for existing business models and is now a core driver of competitive advantage [2] - The World Brand Lab has been publishing the "Asia Brand 500" report annually since 2006, initiated by Nobel laureate Robert Mundell [2]

Market Overview - The A-share market experienced an overall increase on September 24, with the ChiNext index performing relatively well, showing a rise of over 1% during the session [4] - The Sci-Tech 50 index demonstrated even stronger performance, nearing a 5% increase and reaching a new three-year high during intraday trading [5][3] Sector Performance - The electronic sector led the gains, with the sector's intraday increase exceeding 3%, and several stocks hitting the daily limit of 20% [7] - The real estate sector also performed well, with an intraday increase of over 2%, and multiple stocks reaching their daily limit [7] - Other sectors such as media and pharmaceuticals showed significant gains, while coal, construction materials, and banking sectors lagged behind [9][10] Notable Stocks - Within the Sci-Tech 50 index, Huahai Qingke saw a substantial rise, with intraday gains exceeding 19%, while Shengmei Shanghai and Tuojing Technology also experienced significant increases of over 15% and 13%, respectively [7] - Specific stocks such as Shen Gong Co., Changchuan Technology, Jiangfeng Electronics, and Jingyi Equipment all reached the daily limit of 20% [8] Stock Volatility and Risk Alerts - Several stocks have been on a continuous limit-up streak, with some experiencing multiple days of such performance [12] - Companies like Xiangrikui and Lianmei Holdings have issued risk alerts due to significant price fluctuations and trading volumes, indicating potential market overheating [15][14]

Core Viewpoint - The Zhongzheng 500 Enhanced ETF (159678) has shown a positive performance with a 1.03% increase in value, reflecting a strong market interest and potential investment opportunities in the underlying assets [1] Group 1: ETF Performance - As of the midday close on September 24, the Zhongzheng 500 Enhanced ETF (159678) reported a price of 1.375 yuan with a trading volume of 2.2457 million yuan [1] - Since its inception on February 13, 2023, the fund has achieved a return of 35.84%, with a monthly return of 6.05% [1] Group 2: Top Holdings Performance - Key holdings in the ETF include: - Shenghong Technology: down 2.20% - Zhina Compass: down 0.33% - Dongwu Securities: up 0.65% - Nine Company: up 0.73% - Light Media: up 3.09% - Deepin Technology: up 3.40% - Ruixin Micro: up 1.73% - Changjiang Securities: up 1.16% - Perfect World: up 1.40% - Goldwind Technology: up 0.84% [1]

Group 1 - Fujian Province's automobile exports increased by 55.9% in the first eight months, reaching 13.53 billion yuan, with significant growth in both traditional and emerging markets [2] - Exports to the EU rose by 119.4% to 1.57 billion yuan, while exports to the Middle East and ASEAN increased by 94.8% and 25.6%, totaling 5.21 billion and 1.35 billion yuan respectively, accounting for 48.4% of total exports [2] Group 2 - Alipay's two operating entities have changed their names, with the Alipay app's name remaining unchanged [3] - The name change reflects a strategic shift within the company while maintaining brand recognition [3] Group 3 - Chasing released its first smartphone, Dreame Space, which has already secured over 100 million yuan in pre-orders in overseas markets [4] Group 4 - Xiaomi's OTA recall targets specific models of the SU7 standard version produced before August 30, 2025, aimed at enhancing the reliability of driving assistance features [5][11] - The recall process is being managed and recorded according to standard procedures, despite no physical parts needing replacement [5] Group 5 - The founder of Yunnan Yunhai Yao passed away, prompting a statement from the CEO about the pressures faced in the restaurant industry [6] - The company aims to honor the founder's vision and continue to develop the brand [6] Group 6 - Oriental Selection is hosting a live concert in Xinjiang, featuring various artists, marking a new breakthrough in cultural tourism livestreaming [6] Group 7 - The Beijing Film Association issued an apology for improper methods in member outreach, committing to improve member services and information accuracy [7] Group 8 - The launch of the iPhone 17 series saw long queues at Apple's flagship store, with a notable preference for the new orange color and traditional silver [8] - The presence of scalpers was less pronounced, indicating a more rational market response [9] Group 9 - Huawei Cloud introduced the Robot to Cloud (R2C) protocol, with 20 initial partners collaborating to develop integrated robotic solutions across various sectors [9] Group 10 - GE Healthcare China responded to rumors of selling its Chinese business, emphasizing its commitment to providing high-quality medical services in the market [10] Group 11 - Shenzhen released its first monthly report on functional unmanned vehicles, highlighting over 900,000 deliveries of fresh produce in August and a total operational mileage exceeding 230,000 kilometers [12]

Group 1 - The company held its 20th board meeting and 17th supervisory board meeting on September 4, 2025, and approved the 2025 Employee Stock Ownership Plan (ESOP) [1] - The company authorized the board to handle matters related to the 2025 ESOP [1] - The company published relevant announcements in multiple financial newspapers and on its official website [1] Group 2 - The company has opened a dedicated securities account for the 2025 ESOP with China Securities Depository and Clearing Corporation Limited [2] - The securities account was opened on September 18, 2025, and is named "Aofei Entertainment Co., Ltd. - 2025 Employee Stock Ownership Plan" [3] - As of the announcement date, the company has not yet transferred shares from the repurchased securities account to the ESOP account [3]

来源：环球市场播报 周五油价下跌：供应充沛压倒消费增长预期 金价涨超1% 贵金属市场整体联动走强 欧洲股市小幅走低 市场聚焦利率和经济增长 欲览更多环球财经资讯，请移步7×24小时实时财经新闻 市场 9月20日收盘：美股三大股指连续第二日齐创新高 9月20日美股成交额前20：库克称iPhone涨价与关税无关 周五热门中概涨跌不一 台积电跌1.40%，小马智行涨18.55% 宏观 特朗普预测联邦政府"很可能"在10月陷入停摆 美国政府10月停摆风险升高 两党的临时拨款法案在参院均闯关失败 特朗普：科技公司CEO将乐见每年成本10万美元的H-1B签证 美国劳工统计局：2024年消费者支出数据发布推迟 法官暂时驳回特朗普对纽约时报的诉讼 指其诉状篇幅过长且辞藻繁复 美教育部向哈佛大学发出"拒绝访问函" 特朗普政府考虑提高退休年龄 以应对社保体系破产危机 美军确认华盛顿州直升机坠毁致4名特种作战士兵遇难 俄外交部：扎波罗热核电站归属俄罗斯不容置疑 惠誉将意大利评级上调至BBB+ 展望为稳定 公司 微软提高Xbox在美国的售价 StubHub纽交所上市后股价连跌三日 累计下跌21% 苹果iPhone 17上市首日引争议 ...

受此消息提振，华纳兄弟探索公司股价周五早盘上涨超1.2%，至每股约19美元。 消息人士称，派拉蒙天舞(Paramount Skydance，PSKY.US)正筹备对华纳兄弟探索公司(Warner Bros Discovery，WBD.US)发起收购要约，潜在报价区间或在每股22至24美元之间。不过，报道也提醒，这 一价格区间仍属推测，正式报价的时间可能比市场此前预期的更晚。 据悉，正式报价中约70%至80%将以现金形式支付，部分资金来自甲骨文(ORCL.US)联合创始人、派拉 蒙天舞首席执行官大卫.埃里森之父拉里.埃里森的支持。其余对价可能通过发行股票完成。 据外媒上周报道，派拉蒙天舞正准备提出一项大规模现金收购，旨在抢先于华纳兄弟探索公司计划中的 业务拆分之前，直接将其纳入麾下，打造一家涵盖付费电视网络、体育版权以及两大电影制片厂的媒体 巨头。华纳兄弟探索公司近期刚宣布计划，将全球电视网络业务与流媒体及电影制片业务分拆且分别运 营。 ...

Core Insights - The article discusses the increasing interest of foreign social media influencers in experiencing and sharing Chinese culture, particularly through a recent training program in Hangzhou for influencers from Caribbean countries [1][3]. Group 1: Cultural Exchange - A group of 12 social media opinion leaders from Caribbean nations visited Hangzhou to engage in cultural experiences, including traditional Chinese martial arts and tea ceremonies [1][3]. - The initiative aims to enhance cross-cultural communication and understanding by inviting foreign friends to experience China firsthand [3]. Group 2: Influencer Engagement - Influencers participating in the program include seasoned journalists and social media personalities with significant followings, such as Gail Eck from Suriname, who has 230,000 followers [5]. - The influencers are motivated to share their experiences and insights about Chinese culture with their audiences, thereby fostering a deeper connection between their followers and China [5][7]. Group 3: Educational and Experiential Learning - Participants engaged in hands-on activities, such as practicing martial arts and learning the Song Dynasty tea ceremony, which they found enriching and reflective of their own cultural practices [5][7]. - The program included visits to media organizations and discussions on effective cross-cultural communication strategies, emphasizing the importance of mutual dialogue rather than one-sided cultural dissemination [7].

在今天的券商晨会上，中金公司表示，美联储在供给症结下克制降息;中信证券预计，美联储将在10月 和12月议息会议上分别再次降息25bps;华泰证券提出，传媒行业获政策持续支持，IP+内容赋能线下消 费。 中金公司：美联储在供给症结下克制降息 中金公司指出，美联储9月降息25个基点，符合市场预期。美联储较好回应了市场的关切，但也保持了 克制。此前期待的降息50个基点并未出现，决策者对于下一步降息存在较大分歧。往前看，由于就业数 据过于疲软，预计联储或将于10月再次降息，但在这之后，通胀升温将使降息门槛越来越高，货币宽松 空间也将受限。当前美国经济的症结并非需求不足，而是成本上升。过度的货币宽松非但无法解决就业 问题，反而可能加剧通胀，使经济陷入"类滞胀"困境。 市场昨日全天震荡走强，三大指数探底回升。沪深两市成交额2.38万亿，较上一个交易日放量353亿。 板块方面，光刻机、风电、机器人等板块涨幅居前，贵金属、旅游、猪肉等板块跌幅居前。截至昨日收 盘，沪指涨0.37%，深成指涨1.16%，创业板指涨1.95%。 中信证券表示，美联储2025年9月议息会议降息25bps，符合市场预期。鲍威尔表示这是一次风险管理式 ...