赛程初期，项目联动世界街舞冠军@POPPINC、全球爵士舞女王@jojogomezxo、HelloDance创始人@黄 潇、这就是街舞首届冠军@韩宇、著名编舞师@TaotaoCici夫妇 五大行业大神导师及头部舞社O-DOG和 舞蹈冠军，共创概念宣传片《我来开场》和主题舞《开场》。强氛围感的画面，节奏鲜明的曲风，动感 的运镜手法，轻量化的视觉元素，与舞者的出色表演相得益彰，不仅为赛事预热积累了热度，也奠定 了"潮流""专业"的赛事属性认知。 此外，项目还联合100+头部舞社、高校、随舞机构进行宣发，以挖掘更多灵魂舞者，创造优质内容。 经过三个月的比拼，大赛最终涌现了一批"舞力高超"又极具个性化的优质舞者与舞蹈作品。 @Anita虾米米、@布点呐、@不齐舞团、@蛋丝儿 今夏，舞蹈类创作趋势再度席卷抖音平台，从原创编舞到爆款二创，每一波热潮都成为了舞蹈爱好者表 达自我、释放活力的载体。而在这一过程中，一场持续三个月的潮流舞力派对在抖音落下帷幕，也赋予 了这个夏天最灵动的注脚。那些浸润着骄阳与清风的舞步，被轻盈地镌刻进限定的季节记忆，也透过电 子屏幕，留下了不设限的青春感受。 如今这场属于夏天的舞力盛宴已经画上句号 ...

Market Overview - The US dollar is expected to remain weak throughout the year due to a combination of factors including a potential slowdown in the US economy and the Federal Reserve's anticipated interest rate cuts[6] - The second quarter GDP growth in the US was revised up to 3.8%, the highest in nearly two years, which has tempered expectations for further interest rate cuts[9] Stock Market Performance - A-shares showed mixed results with the Shanghai Composite Index down 0.01% at 3,853 points, while the ChiNext Index rose 1.58%, reaching a three-year high[16] - US stocks experienced a third consecutive decline, with the Dow Jones down 173 points or 0.38%, and the S&P 500 down 0.5%[9] Commodity and Forex Insights - International oil prices remained volatile, with WTI crude oil closing at $64.98 per barrel, while Brent crude rose 0.16% to $69.42 per barrel[26] - Silver prices have surged, breaking the $45 per ounce mark for the first time in 14 years, while gold prices stabilized at high levels[26] Fixed Income Market - The US bond market faced pressure with short-term Treasury yields rising, reflecting stronger-than-expected economic data, leading to a flattening of the yield curve[27] - Asian bond demand has improved, with spreads narrowing by 1-3 basis points across various sectors[29] Key Economic Indicators - Initial jobless claims in the US fell to 218,000, the lowest since July, indicating a resilient labor market[29] - Durable goods orders unexpectedly increased by 2.9% month-on-month in August, further supporting the economic outlook[6]

Market Overview - Major US indices experienced declines, with the Dow Jones down 173.96 points (-0.38%) at 45947.32, Nasdaq down 113.16 points (-0.50%) at 22384.7, and S&P 500 down 33.25 points (-0.50%) at 6604.72 [2] Economic Developments - The US GDP for Q2 was revised to an annualized growth rate of 3.8%, exceeding expectations of 3.3%, driven by an increase in consumer spending from 1.6% to 2.5% [5] - The core PCE price index was revised to 2.6%, which is 0.1 percentage points higher than expected, indicating rising inflationary pressures [5] Corporate Actions - President Trump signed an executive order approving TikTok's continued operation in the US, with a valuation of $14 billion, involving a sale of its US operations to a new joint venture [8] - Oracle and Silver Lake Capital will be major investors in the new company, controlling approximately 45% of the shares, while ByteDance retains less than 20% [8] Legal and Regulatory Issues - Amazon reached a $2.5 billion settlement with the Federal Trade Commission over misleading Prime membership fees, which includes a $1 billion civil penalty and $1.5 billion in refunds to affected users [8] - SAP is under investigation by the European Commission for potential anti-competitive practices in the software support services market, which could lead to significant fines [9] - xAI, founded by Elon Musk, has filed a lawsuit against OpenAI for allegedly poaching employees and stealing trade secrets [8] Strategic Partnerships - Intel is in discussions with TSMC and Apple regarding investment and manufacturing collaborations, which have accelerated since the US government acquired a 10% stake in Intel [11]

Core Viewpoint - TikTok faces significant challenges in the U.S. due to increasing scrutiny from lawmakers and potential legislative actions that could lead to its breakup or ban, reflecting a growing resistance to globalization in a politically charged environment [3][5][6]. Group 1: Hearing Overview - The U.S. Congress held a hearing on TikTok, marking the first time in three years that the company’s CEO, Shou Zi Chew, attended to address concerns about data privacy and national security [3][4]. - The hearing lasted nearly five hours, during which Chew struggled to provide detailed answers due to frequent interruptions from lawmakers, highlighting the contentious nature of the inquiry [4][9]. - Lawmakers expressed concerns that TikTok poses a serious threat to American citizens by potentially allowing foreign governments to access sensitive data and influence content [7][8]. Group 2: User Engagement and Growth - TikTok has become deeply embedded in American society, with approximately 150 million monthly users, a threefold increase since 2020, and daily active users exceeding 80 million [5][39]. - Despite its growth, TikTok's penetration rate in the U.S. remains at about 24%, significantly lower than Douyin's (its Chinese counterpart) 54% [42]. Group 3: Legislative Environment - The Biden administration has provided TikTok with two options: either divest its U.S. operations or face a ban, reflecting a bipartisan consensus in Congress regarding the platform's risks [5][38]. - Recent legislative proposals, such as the RESTRICT Act, aim to empower the government to ban foreign applications deemed a threat to national security, with bipartisan support [38]. Group 4: Data Security Measures - TikTok is implementing the "Texas Project," which involves migrating its U.S. operations to Oracle's servers in Texas, aiming to alleviate concerns over data security and foreign access [46][50]. - The project is expected to cost TikTok between $700 million to $1 billion annually, with a focus on establishing a firewall for U.S. user data [46][50]. Group 5: Challenges and Comparisons - TikTok's advertising revenue generation is significantly lower than that of competitors like Facebook, with the platform struggling to monetize its user base effectively [42][43]. - The platform's e-commerce initiatives in the U.S. have been slow to develop, with plans for expansion being postponed due to regulatory pressures and competitive challenges [44][46].

Market Movements - Oracle shares fell over 5% while Tesla dropped more than 4%, resulting in a market value loss of $64.5 billion (approximately 460.2 billion RMB) in one night [1] - Intel surged nearly 9% as it engaged in discussions with Apple regarding potential investments to strengthen its business foundation [3] - Cryptocurrency and weight-loss stocks saw significant declines, with Hut 8 down over 7% and Circle down over 5% [5] Economic Indicators - The U.S. GDP for Q2 was revised to an annualized quarter-on-quarter growth of 3.8%, exceeding expectations of 3.3% [8] - The core Personal Consumption Expenditures (PCE) price index for Q2 was reported at 2.6%, higher than the anticipated 2.5% [8] - Analysts noted that the strong GDP report indicates persistent inflation pressures, which may limit the Federal Reserve's future rate cuts [9] Federal Reserve Outlook - The Federal Reserve's recent rate cut of 25 basis points may not significantly alter its expected path for future cuts due to ongoing inflation concerns [9] - The probability of maintaining rates in October is 14.5%, while the likelihood of a 25 basis point cut is 85.5% [10]

Group 1: TikTok Asset Sale - The U.S. government has cleared the way for a deal to sell TikTok's U.S. assets to American investors, emphasizing that the decisions are based on business interests rather than foreign government influence [1][3] - The deal is expected to generate significant tax revenue for the U.S. government, with estimates suggesting it could yield substantial annual payments [4][6] - The U.S. company acquiring TikTok will have control over the algorithm, allowing it to tailor content delivery to users, which is seen as a crucial aspect for national security and user protection [7][8] Group 2: Ryder Cup Economic Impact - The Ryder Cup is projected to attract around 250,000 attendees, with ticket prices significantly increased to approximately $750, doubling from previous events [38][39] - The PGA of America is expected to report over $200 million in revenue this year, primarily driven by the Ryder Cup and the PGA Championship [41] - For the first time, players will receive compensation for participating in the Ryder Cup, with each player set to earn $500,000, marking a significant shift in the tournament's financial structure [42] Group 3: AI Integration in Business - A survey indicates that 83% of business leaders view AI as critical for growth, with over half currently implementing AI agents in their operations [12][13] - Only 11% of organizations believe AI will lead to job losses, while many see it as an opportunity for workflow transformation and improved customer service [14][21] - The integration of AI is expected to enhance productivity, allowing human talent to focus on more complex tasks while AI handles routine jobs [16][22]

Group 1 - The article highlights a surge in new-home sales in August, indicating a potential recovery in the housing market [1] - It mentions that the Washington blame game is escalating, which could impact investor sentiment and market stability [1] - An executive order from Trump regarding TikTok is anticipated, which may affect the tech industry and its regulatory landscape [1]

Group 1 - ByteDance is reportedly preparing for an IPO in Hong Kong, but the company's VP has cautioned against believing in potential market speculation regarding "Byte concept stocks" [1] - The company has been rumored multiple times about plans for independent listings of its businesses, with a peak valuation reaching $400 billion [1] - In 2020, ByteDance considered listing its Chinese operations in Hong Kong or Shanghai but did not confirm any plans at that time [1] Group 2 - ByteDance's revenue is projected to exceed $43 billion in Q1 2025, surpassing Meta's $42.3 billion for the same period, making it the highest-grossing social media company [2] - The company is expected to achieve a revenue growth of 25% year-on-year in Q2 2025, reaching approximately $48 billion, driven by strong advertising demand [2] - ByteDance's total revenue for 2025 is anticipated to be $186 billion, closely aligning with Meta's expected revenue of $187 billion [2]

Core Viewpoint - The recent regulatory actions by the National Cyberspace Administration of China (NCA) against social media platforms aim to address the issues of sensationalism and harmful content in trending topics, potentially reshaping the information market and restoring fairness in content dissemination [1][2][3]. Group 1: Regulatory Actions - The NCA has conducted a series of enforcement actions against multiple social media platforms, including Xiaohongshu, Weibo, Kuaishou, Toutiao, and UC, due to the presence of harmful content in their trending topic lists [1][2]. - Platforms like Xiaohongshu and Kuaishou have been penalized for frequently showcasing celebrity gossip and trivial matters, which are deemed as negative content [1][2]. - In response to the penalties, platforms have committed to forming special rectification teams to improve the management of trending topics and enhance their content review processes [2][5]. Group 2: Issues with Trending Topics - The primary reasons for the penalties include the excessive entertainment focus of trending topics and the dissemination of sensitive and harmful information [3][4]. - The pursuit of traffic by social media platforms has led to a neglect of the informational value of content, with algorithms favoring sensational topics that attract user engagement [3][4]. - There is a concern that the manipulation of trending topics for commercial gain can disrupt the online ecosystem and potentially harm societal stability [4][5]. Group 3: Recommendations for Improvement - Experts suggest that social media platforms should establish clearer management standards for trending topics, including limits on the proportion of entertainment content [5]. - There is a call for platforms to provide personalized trending lists for different user demographics, allowing for a broader representation of important social issues [5]. - The shift from prioritizing traffic to valuing content quality is seen as essential for the evolution of social media platforms towards providing valuable information services [5].

王文涛表示，两国元首战略引领为中美经贸关系发展指明了原则和方向，前期双方经过多轮经贸磋商达 成了一系列重要共识成果，有力推动两国经贸关系回稳。在美中资企业克服困难，取得发展成绩，殊为 不易。当前全球贸易格局和规则正遭受单边主义、保护主义的严重冲击。希望企业把握形势，积极应 对，重视多元布局和合规经营，在不确定性中寻求确定性，既要抱团出海，也要抱团取暖，通力协作， 反对内卷外化。 王文涛指出，商务部高度重视中资企业在美发展，将按照中央决策部署，努力稳定中美经贸合作，坚定 维护中国企业正当权益，为两国企业互利合作营造良好环境。 9月24日晚，商务部发布消息称，当地时间9月23日，商务部部长王文涛在美国纽约召开部分在美中资企 业圆桌会。 据商务部介绍，金融、物流、跨境电商、石化、电信、轨道交通、汽车零部件、新能源、医药等领域的 十多家在美中资企业及美国中国总商会负责人参加会议，介绍在美业务情况，并就维护企业利益、拓展 务实合作等提出具体诉求和建议。 何亚东表示："关于TikTok问题，中方立场是一贯的。我们反对将科技和经贸问题政治化、工具化、武 器化，绝不会以牺牲原则立场、企业利益和国际公平正义为代价，寻求达成任何 ...