每经AI快讯，有投资者在投资者互动平台提问：请问贵司在低空无人机领域的研发进展，与清华大学 合作研发的涵道飞行器是否已进入产业化生产？ 金盾股份（300411.SZ）9月25日在投资者互动平台表示，公司已设立全资子公司浙江涵翼智能推进科技 有限公司推动多场景"涵道推进器"项目产品的研发和后续产业化工作，更多进展敬请关注公司公告！ （文章来源：每日经济新闻） ...

1. 美国三大股指期货齐跌，纳指期货跌0.61%，标普500指数期货跌0.43%，道指期货跌0.11%。 2. 欧股主要指数集体下跌，德国DAX指数跌1.16%，英国富时100指数跌0.51%，法国CAC指数、欧洲斯 托克50指数跌0.85%。 (格隆汇) 6. 甲骨文启动180亿美元债券发行，据报认购需求最高达到近880亿美元。 7. 英伟达CEO黄仁勋通过多次交易出售22.5万股普通股，价值超4020万美元。 8. 中国商务部回应购买波音飞机谈判进展：当前影响中美正常经贸合作的最大障碍在于美单边限制措 施。 9. 欧盟8月新车注册量同比增长5.3%，特斯拉注册量降近37%。 17. 爱奇艺：将推出国内首个AI剧场，明年一季度将上线首批AI叙事影片。 美股时段值得关注的事件： 22:00 美国8月成屋销售总数年化 3. 美国至9月20日当周初请失业金人数 21.8万人，为7月19日当周以来新低，预期23.5万人，前值由23.1 万人修正为23.2万人。 4. 美银：标普500指数估值"偏贵"，也许并非没有依据，是"新常态"而非泡沫。 5. 英特尔据报已接洽苹果寻求投资，并计划四季度针对 "Raptor La ...

来源：第一财经 佩斯科夫：美方近期言论与解决俄乌冲突意愿不冲突； 泽连斯基：已准备好在俄乌冲突结束后离任； 【市场动态】 【时政新闻】 商务部回应中美大豆贸易：美方应采取积极行动，取消相关不合理关税； 商务部回应购买波音飞机的谈判进展：当前影响中美正常经贸合作的最大障碍在于美单边限制措施； 商务部：将亨廷顿·英格尔斯工业公司等3家美国实体列入出口管制管控名单； 商务部：将萨罗尼克科技公司等3家美国企业列入不可靠实体清单； 欧盟官员：欧美贸易协议缺乏安全性，敦促美方回归规则体系； 贸发会议报告：2025年海运贸易将经历近年最慢增长； (本文来自第一财经) 美股三大股指期货齐跌，道指期货跌0.11%，标普500指数期货跌0.35%，纳指期货跌0.51%； 欧洲主要股指齐跌，英国富时100指数跌0.31%，法国CAC40指数跌0.69%，德国DAX指数跌1.03%； 【公司新闻】 英特尔盘前涨2%，此前有报道称该公司正寻求获得苹果的投资。 锂业美洲公司（Lithium Americas）美股盘前涨超20%。该股昨日涨近96%，有报道称，美国政府正寻求 获得公司高达10%的股份。 ...

Market Overview - Wall Street has experienced a rally this year, overcoming slowdown fears linked to Trump's tariff tensions, with a significant rebound following trade deals and a tech boom driving markets higher [1] - Major indices such as the S&P 500, Dow Jones, and Nasdaq Composite have reached new all-time highs, with SPDR S&P 500 ETF Trust (SPY) up 13.1%, SPDR Dow Jones Industrial Average ETF Trust (DIA) up 8.8%, Invesco QQQ Trust (QQQ) up 16.8%, and iShares Russell 2000 ETF (IWM) up 9.3% year-to-date [2] Federal Reserve Actions - The Federal Reserve implemented its first rate cut of the year in September to address a softer labor market, indicating potential further easing [3] IPO Market - The IPO market remains robust, with six companies going public in early September, each raising over $100 million, marking a significant milestone not seen since November 2021 [4] Sector Performance Gold & Silver Miners - iShares MSCI Global Silver and Metals Miners ETF (SLVP) is up 129.9%, and iShares MSCI Global Gold Miners ETF (RING) is up 126.6%, with SPDR Gold Trust (GLD) gaining 40% and iShares Silver Trust (SLV) gaining about 48% year-to-date, driven by their safe-haven appeal [5] Bitcoin Miners - CoinShares Bitcoin Mining ETF (WGMI) is up 93.3%, with Bitcoin prices increasing by about 19% this year due to higher institutional adoption; IREN Limited (IREN) is up 350% and Cipher Mining (CIFR) is up 193% year-to-date [6] Uranium - Global X Uranium ETF (URA) is up 88.1%, driven by increasing global electricity needs and renewed interest in nuclear energy, despite facing regulatory and cost challenges [7][8] Defense Sector - Select STOXX Europe Aerospace & Defense ETF (EUAD) is up 86.9% and Global X Defense Tech ETF (SHLD) is up 79.7%, fueled by rising geopolitical tensions and increased global defense spending [9][10] - European Union defense spending is projected to rise by approximately €80 billion ($84 billion) by 2027, equivalent to about 0.5% of GDP [11]

彭博社提到，此前，美国总统特朗普对印度征收50%的关税，印美关系正面临几十年来最艰难的时期。尽管如此，双方 仍试图保持稳定的防务合作。 "光辉"Mk-2战机此前确定选用美制F-414发动机。彭博社援引知情人士的话称，印度计划建造近200架"光辉"Mk-2战机， 以替代英国制造的"美洲虎"和法国制造的"幻影-2000"战机。这两款战机目前仍在印度服役，但可能很快就会退役。 报道还称，印度正面临战斗机短缺的问题，正寻求扩大生产规模。根据斯德哥尔摩国际和平研究所的数据，印度是世界 第二大武器进口国，但印度总理莫迪的目标是通过推动在本土制造军事硬件来改变战机短缺的现状。今年早些时候，印 度首次允许国内私营公司设计、开发先进战机，以替代老化的机队。 【环球网报道 记者 闫珮云】据美国彭博社25日援引印度知情官员的消息，由于与美国就联合生产印度"光辉"Mk-2战机 发动机的谈判进展缓慢，印度正在考虑选用法国制造的发动机。 报道称，多名印度官员表示，印度正与法国赛峰集团就战机发动机事宜进行谈判。他们没有明确说明：印度是否会购买 这些发动机还是寻求联合生产。上述官员还补充说，尽管最近与美国的谈判有所放缓，两国仍在就联合生产F ...

2025年：法国阵风战机的神话破灭记 2025年本该是法国达索公司举杯庆祝的一年。其旗舰产品阵风战斗机，作为欧洲军工自主的象征，在全球军火市场上风头正盛。从埃及到阿联酋，从中东到 东南亚，订单如雪片般飞来，总销量突破500架，远超法国空军的自用数量。然而，短短几个月内，两场实战失利和一份震撼的体检报告，彻底动摇了这款 战机的神话。 2025年5月7日，印度空军发动代号辛杜尔的大规模空袭，派出72架战机，其中包括被视为王牌的阵风。这些战机挂载着欧洲斯卡普巡航导弹和锤式精确制导 炸弹，目标直指巴基斯坦境内的9个军事据点。 然而，战局并未如印度所愿。巴基斯坦的雷达迅速捕捉到入侵信号，随即派出中巴联合研制的JF-17枭龙和中国制造的歼-10CE升空拦截。凌晨2点25分，双 方在超视距状态下展开对决。 这场空战的关键，并非飞行员的个人技术，而是导弹性能的差距。巴基斯坦的歼-10CE搭载了中国霹雳-15E远程空空导弹，射程接近200公里，而印度阵风 配备的欧洲流星导弹，虽然纸面射程为150公里，但实战中往往大打折扣。这意味着，在远程空战中，印度战机还未进入有效射程，就已经暴露在巴方火力 之下。 最终，巴基斯坦宣布击落6架 ...

北摩高科（002985）(002985.SZ)公告，公司股东陈剑锋先生、高级管理人员杨昌坤先生拟减持公司股 份。陈剑锋拟减持数量不超过826.66万股(不超过公司总股本的2.49%);杨昌坤拟减持数量不超过11.21万 股(不超过北摩高科总股本的0.03%)。 ...

北摩高科公告，持股3306.66万股、占9.96%的股东陈剑锋拟于2025年10月24日至2026年1月23日通过大 宗交易、集中竞价减持不超过826.66万股，占公司总股本2.49%；持股44.84万股、占0.14%的副总经理 杨昌坤拟同期以同方式减持不超过11.21万股，占0.03%。减持股份来源为IPO前取得及上市后利润分配 送转股、二级市场增持的股份。 ...

Group 1 - The U.S. Air Force's first sixth-generation fighter jet, the F-47, is currently being manufactured by Boeing and is expected to make its first flight in 2028 [1][3] - Boeing Defense released a video showcasing the F-47 project, which faced criticism for its low-quality animation and was compared to a high school presentation [1][3] - The F-47 is set to replace the F-22 as the U.S. Air Force's primary air superiority fighter, with the entire project valued at several hundred billion dollars and a unit cost exceeding $300 million [5][8] Group 2 - The contract for the development and manufacturing of the F-47 was officially announced by former President Trump, who described it as the most advanced and lethal aircraft ever [3][5] - As of September 23, Boeing's stock closed at $216.346, reflecting a 2.01% increase, with a market capitalization of $163.59 billion [5][8]

Market Performance - Major global indices showed mixed performance on Tuesday, with US markets declining, particularly the Nasdaq which fell approximately 1% [1] - The decline in US markets was attributed to investor concerns regarding the sustainability of the AI bull market and comments from Federal Reserve Chairman Jerome Powell indicating that stock prices are high [1] Commodity Market - WTI crude oil futures rose by 1.81%, closing at $63.41 per barrel, while Brent crude oil futures increased by 1.60%, closing at $67.63 per barrel [2] - COMEX gold futures increased by 0.58%, closing at $3796.9 per ounce, and COMEX silver futures rose by 0.12%, closing at $44.265 per ounce [2] Company Developments - OpenAI, Oracle, and SoftBank announced plans to build five new data centers across the US to expand the government-supported AI project "Stargate" [13] - Cathie Wood's Ark Invest purchased Alibaba Group's stock for the first time in four years, with a total value of approximately $16.3 million, driven by Alibaba's advancements in AI [14] - US Antimony Corporation received a five-year exclusive contract from the Pentagon worth up to $245 million for the supply of antimony metal ingots, leading to a stock price increase of over 13% [15] - Micron Technology reported a 46% year-over-year increase in adjusted revenue for Q4, amounting to $11.32 billion, driven by AI demand and tightening DRAM supply [16]