2、9月2日，财政部、税务总局发布《关于划转充实社保基金国有股权及现金收益运作管理税收政策的通知》。《通知》明确4 项免税举措，自2024年4月1日起执行。《通知》明确，对承接主体在运用划转的国有股权和现金收益投资过程中，贷款服务取 得的全部利息及利息性质的收入和金融商品转让收入，免征增值税等。 宏观经济 今日关注 1、今日上午9时，纪念中国人民抗日战争暨世界反法西斯战争胜利80周年大会将在北京天安门广场隆重举行，其中包括约70分 钟的盛大阅兵。 2、央行公布8月各项工具流动性投放情况显示，MLF净投放3000亿元，抵押补充贷款（PSL）净回笼1608亿元，买断式逆回购 净投放3000亿元，未进行公开市场国债买卖。 3、上交所数据显示，今年8月A股新开户数达265.03万户，环比增长34.97%，同比增长165.21%，新开户数远超去年同期水平。 今年前8个月，A股新开户数合计已达1721.17万户。 4、截至9月1日，A股两融余额达到22969.91亿元，正式突破2015年6月18日创下的22730.35亿元的历史峰值。自6月23日起，两 融余额已连续11周保持正增长，累计增加4845.1亿元，区间增幅超过 ...

Core Viewpoint - The sudden dismissal of Nestlé's CEO Laurent Freixe after just one year in office highlights the risks associated with personal relationships in the workplace, particularly when they violate company conduct codes [3][5][6]. Group 1: Company Leadership Changes - Nestlé announced the termination of CEO Laurent Freixe, appointing Philipp Navratil as interim CEO, effective immediately [3]. - Freixe's tenure lasted only one year, during which he was initially recognized as a suitable leader due to his extensive experience at Nestlé [3][4]. - The company had previously undergone a management restructuring under Freixe, focusing on core businesses rather than expansion through acquisitions [4]. Group 2: Reasons for Dismissal - The board's decision to dismiss Freixe was based on an independent investigation revealing a romantic relationship with a direct subordinate, which violated Nestlé's conduct guidelines [5][6]. - The board emphasized the necessity of this decision to uphold the company's values and governance standards [6][21]. Group 3: Broader Implications - The incident reflects a broader trend in corporate governance where personal relationships between executives and subordinates can lead to significant consequences, including job loss [10][12]. - Many high-profile executives have faced similar fates due to inappropriate relationships, underscoring the importance of maintaining professional boundaries in the workplace [12][18]. - The dismissal of Freixe may introduce further uncertainty into Nestlé's ongoing business restructuring efforts, potentially impacting the company's stock performance [5][18].

利润整体承压背后，互联网行业正在经历由传统发展路径向新路线转型的阵痛。新一轮技术浪潮下，为了抢占未来的竞争高地，已有多家互联 网大厂主动开展变革，收缩非核心业务，将资源进一步集中到主业。 区域层面看，京津冀地区增长速度最快，其次为东部地区和长三角地区。工信部同时提到，1—7月份，互联网业务累计收入居前5名的北京、广 东、上海、浙江和贵州共完成业务收入9604亿元，同比增长7.5%，占全国（扣除跨地区企业）互联网业务收入的84.6%。（界面新闻） ｜点评｜ 前7个月，规上互联网企业营收保持低速增长，利润降幅收窄，但尚未完全转正，行业全面回暖仍需时间。存量市场竞争中，广告、电 商等传统业务增长乏力，加剧企业经营压力。部分细分领域仍在以低价换市场，导致业务增收不增利，也压缩了企业利润空间。同时，AI、云 以及出海等新业务尚在起步阶段，企业投入的研发费用持续增加，产出覆盖投入同样需要时间。 点击按钮▲立即报名 前7个月规上互联网企业收入超1.1万亿元 9月2日消息，工业和信息化部最新公布数据显示，1—7月份，我国规模以上互联网和相关服务企业完成互联网业务收入11352亿元，同比增长 3.5%，增速较1—6月份提升0. ...

【跟踪牛人动态】超3000名"专业选手"如何调仓？榜首总收益超120% 单只标的浮盈超200% 【头条要闻】 纪念抗战胜利80周年大会将在北京天安门广场隆重举行 纪念中国人民抗日战争暨世界反法西斯战争胜利80周年大会将在北京天安门广场隆重举行。人民英雄纪 念碑前，"钢铁长城"主题景观巍然矗立，14座烽燧托举起"1945""2025"字样，14只"和平鸽"振翅飞翔。 我军新一代武器装备将集中亮相，三大特点提前看！ 近年来，我军的武器装备建设实现了跨越式发展、取得了历史性成就。本次阅兵，所有受阅武器装备都 是国产现役主战装备。其中首次亮相的新型装备占比很大，新域新质力量比重上升。不少是代表现代战 争形态演变的最新装备，还有一些是国之重器。 受阅武器装备全是国产现役主战装备。 官宣！中国对俄罗斯试行免签政策 9月2日，外交部发言人郭嘉昆主持例行记者会。有记者提问，据报道，中俄双方一直在探讨便利人员往 来的新举措。请问此次双方领导人会晤是否就此进行了讨论、有何成果？发言人能否介绍有关情况？ 郭嘉昆表示，为进一步便利中外人员往来，中方决定扩大免签国家范围，自2025年9月15日至2026年9月 14日，对俄罗斯持普通护 ...

Core Viewpoint - Shaoxing City is set to introduce the "2025 Shaoxing City Consumption Stimulus Policy" aimed at boosting consumption, particularly in the restaurant sector, through various subsidies and initiatives [1][2]. Group 1: Restaurant Consumption Support - The policy includes 15 measures, with a focus on providing tiered subsidies for consumers hosting banquets in hotels, offering up to 5,000 yuan for events with at least 5 tables and a minimum expenditure of 10,000 yuan [1]. - The restaurant industry is highlighted as a key employment sector, and the initiative aims to further support restaurant consumption [1]. Group 2: Entertainment and Tourism Initiatives - The policy promotes the development of the performing arts economy, encouraging large group tours, inbound tourism, and optimizing tax refund processes for outbound travelers [1]. - Specific measures include tiered rewards for event organizers based on ticket sales for concerts and performances, as well as support for various cultural and tourism activities [1]. Group 3: Consumption Voucher Programs - Shaoxing plans to issue special consumption vouchers for university students, with a total budget of 760 million yuan, allowing each student to receive up to 500 yuan for dining, accommodation, and shopping [3]. - The initiative targets the significant student population in Shaoxing, which includes nearly 140,000 current students and an additional 150,000 new graduates each year [3]. Group 4: Night Economy and Event-Driven Consumption - The policy aims to stimulate the night economy by encouraging businesses to extend operating hours, with a one-time reward of 200,000 yuan for qualifying establishments [2]. - During the ongoing "Zhejiang BA" basketball league, special consumption vouchers will be distributed to promote spending in restaurants, hotels, and supermarkets, creating a consumption loop around the event [2].

Core Points - Shaoxing City is set to introduce the "2025 Shaoxing City Consumption Stimulus Policy" aimed at boosting consumer spending, particularly in the restaurant sector [1][3] - The policy includes 15 measures, with a focus on providing tiered subsidies for consumers hosting banquets in hotels, with a maximum subsidy of 5,000 yuan for qualifying events [3][5] - Additional initiatives include promoting performing arts, attracting various types of tourism, and enhancing the night economy through extended business hours and special consumption vouchers [4][5] Restaurant Sector - The policy aims to support restaurant consumption by offering subsidies for banquets with at least 5 tables and a minimum expenditure of 10,000 yuan [3] - The maximum subsidy for such events is capped at 5,000 yuan, based on the hotel’s sales invoice [3] Tourism and Entertainment - The policy promotes the development of the performing arts economy, with incentives for hosting concerts and events based on ticket sales [3][4] - It aims to attract "study tours," large group tours, and inbound tourism, while optimizing the layout of duty-free shops [3][4] Night Economy - Shaoxing plans to invest over 100 million yuan in consumption stimulus policies, focusing on the night economy by encouraging extended operating hours for businesses [5] - Businesses that extend their operating hours to a certain scale will receive a one-time reward of 200,000 yuan [5] University Student Engagement - The policy includes a dedicated initiative for university students, providing 760 million yuan in consumption vouchers, with each student eligible for up to 500 yuan [5][6] - This initiative targets the consumption needs of nearly 140,000 enrolled university students and an additional 150,000 new graduates each year [5][6]

Core Viewpoint - The event held at Guangzhou Tianhe City Shopping Center showcased the "Mao Ming 'Xin' Brand Mooncakes," promoting local mooncake culture and products in the Greater Bay Area [1][3][10]. Group 1: Event Overview - The event was organized by Guangdong Yuehai Tianhe City (Group) Co., Ltd. in collaboration with local agricultural and cultural associations [3][4]. - It featured nearly 20 mooncake brands certified by the "Mao Ming 'Xin'" brand, highlighting the unique flavors and traditional production techniques of mooncakes from Maoming, recognized as a "Chinese Mooncake City" [7][8]. Group 2: Consumer Engagement - Attendees had the opportunity to taste various mooncake types, including traditional options like "non-heritage Tuo Luo cake" and "classic Jinhua five-nut mooncake," with many brands offering limited-time discounts of 50% on popular products [9][10]. - The event aimed to merge Maoming's rich mooncake culture with the modern commercial atmosphere of Tianhe City, providing a dual sensory experience for consumers [10]. Group 3: Marketing and Sales Strategy - Yuehai Tianhe City leveraged its brand, channel, and market resources to facilitate the integration of Maoming mooncakes into the Greater Bay Area market, utilizing the "Tianhe City+" app and offline supermarket platforms to expand sales channels [12][13]. - The company also utilized large outdoor screens across multiple national projects to continuously broadcast promotional videos, reaching over one million people daily [13]. Group 4: Agricultural Product Promotion - During the event, a "Gaoyang Agricultural Products Market" was established, showcasing 50 types of local agricultural products, including dried lychee and peanut oil, which attracted significant visitor interest [19][20]. - The event served as both a product exhibition and a cultural showcase, enhancing consumer awareness of Gaoyang's cultural heritage through various promotional materials [22][23]. Group 5: Future Initiatives - Since 2024, Yuehai Tianhe City has been actively promoting the "Consumption of Hundreds of Millions" initiative, introducing 420 types of Gaoyang agricultural products and conducting over 100 promotional events, resulting in a total consumption assistance amount of 11.32 million yuan [26][27]. - The company plans to continue strengthening collaborative efforts and innovating consumption assistance and cross-industry cooperation models to enhance the quality and efficiency of local agricultural industries, thereby promoting high-quality economic development in the region [28].

凤凰网财经讯 9月2日，美股三大指数集体走低，截至发稿，道指跌0.76%，纳指跌1.24%，标普500跌 1.06%。 中概股方面，房多多涨超30%，叮咚买菜涨超5%，小米集团（ADR）涨超4%，贝壳涨超3%，理想汽 车、新东方涨超2%。金山云跌超7%。哔哩哔哩跌超3%，蔚来跌超2%。 全球要闻 美联储突传大消息！9月降息概率升至89.6% 美联储降息预期飙升。华尔街交易员正大举押注美联储将在9月议息会议上降息25个基点。截至北京时 间9月2日上午，芝加哥商品交易所的美联储观察（FedWatch）工具显示，美联储9月降息25个基点的概 率已升至89.6%。 "抛售美国"交易重现？澳大利亚第二大养老基金削减美债持仓 澳大利亚第二大养老基金对美国国债的看跌情绪正日益浓厚，因担忧华盛顿的政策可能助推通胀。澳大 利亚退休信托基金高级投资组合经理Jimmy Louca在接受采访时表示，该基金 正通过其动态资产配置策 略减持美国债券。该基金管理着3300亿澳元(约合2160亿美元)资产。 公司新闻 苹果要求供应商具备自动化机器人技术 鸿腾精密午后跌超9% 9月2日，港股苹果概念股午后持续下跌，消息面上，苹果公司正加速推进 ...

Group 1 - The consumer confidence index in the U.S. dropped nearly 6% in August, interrupting a two-month recovery trend [1] - Middle-income households, particularly those earning between $50,000 and $100,000, have shown a significant shift in attitude, now exhibiting a more pessimistic outlook similar to low-income groups [3] - Retail giants like Walmart report that low- to middle-income shoppers are tightening their spending, with a noticeable reduction in non-essential items in their shopping carts [3] Group 2 - The restaurant industry is feeling the pressure, with middle-income customers actively seeking discounts and opting for cheaper menu items [6] - Fast food chains have seen an increase in traffic as middle-income customers avoid high-priced restaurants, while low-income customer visits have declined [6] - High-income consumers continue to spend, with strong sales in premium airline tickets and high-end sneakers, indicating a clear divide in consumer behavior across income levels [6] Group 3 - Over 70% of surveyed consumers plan to cut budgets for significant purchases in the coming year, surpassing the spending reductions seen during the inflation spike in 2022 [9] - High-income groups are more likely to maintain their spending habits, while middle- to low-income families are forced to adjust their spending structures [9] - This trend of consumer spending differentiation is expected to persist and significantly impact the overall economy [9]

Market Overview - U.S. stock index futures are all down ahead of the market opening, with Dow futures down 0.58%, S&P 500 futures down 0.72%, and Nasdaq futures down 0.94% [1] - European indices also show declines, with Germany's DAX down 1.46%, UK's FTSE 100 down 0.20%, France's CAC40 down 0.36%, and the Euro Stoxx 50 down 0.83% [2][3] Oil Prices - WTI crude oil increased by 2.72% to $65.75 per barrel, while Brent crude oil rose by 1.60% to $69.24 per barrel [3][4] Economic Insights - Morgan Stanley predicts that the U.S. stock market will continue to rise due to strong corporate earnings and an anticipated interest rate cut by the Federal Reserve [5] - UBS warns of seasonal risks in September, historically the worst month for U.S. stocks, despite strong performance in August driven by EPS revisions [5] - UBS also forecasts that the Federal Reserve will initiate a series of rate cuts totaling 100 basis points starting in September due to stable inflation and a weakening labor market [6] - Goldman Sachs has downgraded its Q3 U.S. GDP forecast to 1.6% due to a larger-than-expected trade deficit [6] Company News - Tesla has received only over 600 orders since launching in India, significantly below expectations, attributed to high tariffs and infrastructure challenges [9] - Starbucks reports a significant increase in sales due to the return of its seasonal pumpkin spice products, marking a turnaround in its sales performance [10] - Kraft Heinz announced plans to split into two publicly traded companies to boost growth, focusing on condiments and grocery products [10] - NIO reported a total revenue of 19.0087 billion yuan for Q2, a 9% year-over-year increase, with vehicle deliveries reaching a record high [11]