【时政新闻】 白宫今日开始面试美联储主席候选人； 特朗普称将对未在美建厂芯片企业加征关税； 媒体：特朗普将签署行政令，恢复美国"国防部"旧称"战争部"； 普京与特朗普新一轮会谈何时进行？俄方回应：可能是近期； 普京：俄愿与乌举行领导人会晤 最佳举办地是莫斯科； 美将向波多黎各部署10架F35战机； 【市场动态】 美股三大股指期货盘前涨跌不一，道指期货跌0.12%，标普500指数期货涨0.16%，纳指期货涨0.49%； 欧洲主要股指集体上涨，英国富时100指数涨0.33%，法国CAC40指数涨0.26%，德国DAX指数涨 0.18%，欧洲斯托克50指数涨0.22%； 中概股盘前多数上涨，阿里巴巴涨超2%，拼多多涨近2%，京东、网易涨超1%； 【公司新闻】 博通美股盘前涨超12%，消息面上，OpenAI与博通共同设计的人工智能芯片预计明年上市； Lululemon股价在美股盘前大跌超19%，消息面上，该公司Q2营收略微不及预期，且连续第二次下调全 年业绩指引； 特斯拉美股盘前涨近2%，消息面上，董事会提议为马斯克制定新的薪酬方案； Anthropic停服，智谱回应推出"Claude API 用户特别搬家计划"。 ...

Core Viewpoint - Alibaba-W (09988.HK) announced the grant of 2,477,630 shares as rewards to certain employees, representing approximately 0.01% of the total issued shares as of the announcement date, pending acceptance by the recipients [1] Summary by Categories Employee Incentives - The share rewards aim to attract and retain talent by recognizing outstanding performance and contributions to the group [1] - The program is designed to provide incentives to recipients who will contribute their knowledge, experience, expertise, and services, which are crucial for the group's success, sustainability, and development [1] - Aligning the interests of the recipients with those of the group and its shareholders is a key objective of the share grant [1]

Core Viewpoint - The article discusses an upcoming wine tasting event hosted by Liu Qiangdong, which is seen as a strategic move to promote JD's entry into the wine and hospitality sectors [3][4]. Group 1: Event Details - The first wine tasting event will take place on September 16 at the Beijing International Hotel, where Liu Qiangdong will invite attendees to enjoy wine and network [3]. - This event marks a revival of user meetups, with the first one organized by Liu Qiangdong in 2007 [4]. Group 2: Strategic Implications - Liu Qiangdong's initiative is interpreted as a way to support JD's expansion into the wine and hospitality industry [4]. - The goal is to reduce costs in these sectors by leveraging JD's supply chain, aiming to cut expenses by 20%, effectively lowering them to two-thirds of current levels [4].

Group 1 - The controlling shareholder of Xinhua Jin, Shandong Lujin Import and Export Group Co., Ltd., holds 185,532,352 shares, accounting for 43.27% of the total shares of the company [1] - A total of 612,352 shares are judicially frozen, and 184,920,000 shares are marked, which together account for 100% of the shares held by the controlling shareholder and 43.27% of the company's total shares [1] - For the first half of 2025, the revenue composition of Xinhua Jin is as follows: hair products 61.93%, e-commerce 21.37%, textiles 14.87%, others 1.81%, and graphite 0.01% [1] Group 2 - As of the report, the market capitalization of Xinhua Jin is 2.6 billion [2]

每经记者｜郑雨航 每经编辑｜何小桃 高涵 ① 【三大期指涨跌不一】道指期货跌0.01%，标普500指数期货涨0.22%，纳指期货涨0.47%。 ⑧【白宫今日开始面试美联储主席候选人】据央视新闻，美国财政部长贝森特定于当地时间9月5日开始，对美联储主席鲍威尔的11位潜在继任者展开密集 面试。据悉，这轮面试将以线下或视频通话形式进行，并可能持续至下周。专家指出，此次面试是在"美联储是否能保持独立性的生存危机"背景下进行 的。 ⑨北京时间20:30，美国8月非农就业人口变动发布。华尔街预计，今晚非农报告将为美联储在本月恢复降息扫清道路，从而推动市场情绪走向乐观。 （免责声明：文章内容和数据仅供参考，不构成投资建议。投资者据此操作，风险自担。） 记者|郑雨航 编辑|何小桃 高涵 易启江 ② 【中概股盘前多数上涨】中概股盘前多数上涨，阿里巴巴涨约3%，拼多多涨近1.5%，京东涨超1%，网易涨近1%。 ③ 【加密货币概念股盘前走强】加密货币概念股盘前走强，American Bitcoin涨超7%，BMNR涨超4%，IREN涨近4%，Strategy、SharpLink Gaming、Riot Platforms涨超2%。 ...

Group 1: Financial Services - Citibank China responds to UnionPay's termination of its membership, stating that corporate business's domestic and international payment and collection services remain unaffected [1] - Citibank continues to focus on serving corporate and institutional clients in the Chinese market to meet their cross-border banking needs [1] Group 2: E-commerce and Retail - Alibaba International Station hosts the world's largest B2B SME summit, CoCreate 2025, in the US, highlighting the impact of AI-driven multimodal search on procurement experiences [1] - The first day of the "September Procurement Festival" saw a 33% increase in GMV due to AI enhancements [1] - Meituan launches the first free return shipping service in the instant retail industry, enhancing the shopping experience for users [2] Group 3: Technology and Innovation - Google wins a significant antitrust ruling, leading to a $230 billion increase in Alphabet's market value, as a judge dismisses the DOJ's request for the sale of Chrome and Android [3] - Lenovo unveils the world's first vertical rotating screen AI PC, ThinkBook VertiFlex, at the 2025 Lenovo Innovation World Conference [7] - Tencent upgrades its mixed reality game visual generation platform to version 2.0, enhancing capabilities for game art design and marketing [8] Group 4: Market Developments - Hema Neighborhood Pickup announces the complete cessation of operations by October 4, focusing future efforts on the Hema "Fresh + NB" business model [3] - "Zhifang" completes seven rounds of financing totaling hundreds of millions, with funds directed towards the development of its core models and global market expansion [4] - The launch of the AI4S LAB, a one-stop intelligent life sciences research platform, is announced by Peking University Shenzhen Graduate School and Baidu Intelligent Cloud [5][6] Group 5: Government and Policy - Russia plans to implement a reciprocal visa-free policy for Chinese citizens, enhancing bilateral relations and trade [9] - Nanjing initiates a new round of automobile consumption subsidies, effective from September 5 to December 31, with varying subsidy amounts based on vehicle price [10] - New policies aimed at expanding service consumption are expected to be introduced soon, focusing on high-quality service supply and encouraging foreign investment [11]

Core Insights - The visit by JD Group's management team to Boss Electric signifies a deepening collaboration and exploration of innovation and service upgrades in the kitchen appliance industry [1][8] Group 1: Company Collaboration - Boss Electric has successfully partnered with JD Group for 12 years, becoming one of the leading brands in the home appliance sector [5] - The collaboration has led to the launch of several bestselling products, such as the Light Shadow M2 range hood and the Sky Mirror dishwasher, addressing cooking pain points with advanced technology [5][6] - Both companies are committed to leveraging technological innovation and quality service to meet diverse cooking needs and enhance consumer experiences [8] Group 2: Technological Innovation - Boss Electric's Global Culinary Arts Center showcases over 300 artifacts, illustrating the evolution of cooking technology from ancient times to modern smart appliances [3] - The AI cooking model "Shishen" integrates a vast knowledge base and can provide personalized cooking recommendations and health plans based on user data [4] - The Light Shadow M2 range hood has won the "JD Lightning New Product Annual Gold Award" and set a Guinness World Record, highlighting Boss Electric's technological leadership [6] Group 3: Market Performance - The Black Wing series has achieved over 200,000 units sold on JD's platform, ranking first in the high-end dual-suction category [5] - Boss Electric's products have received multiple accolades from JD, reflecting strong market performance and consumer satisfaction [6] Group 4: Industry Trends - Discussions between Boss Electric and JD focused on industry trends, technological innovation, and supply chain collaboration, establishing a strategic consensus for future cooperation [8] - The partnership aims to drive innovation in the kitchen appliance sector, enhancing the overall consumer experience through advanced products and services [8]

Group 1 - Major stock index futures showed mixed performance, with Dow futures down 0.01%, S&P 500 futures up 0.22%, and Nasdaq futures up 0.47% [1] - Chinese concept stocks mostly rose in pre-market trading, with Alibaba up approximately 3%, Pinduoduo up nearly 1.5%, JD.com up over 1%, and NetEase up nearly 1% [1] - Cryptocurrency-related stocks strengthened in pre-market trading, with American Bitcoin up over 7%, BMNR up over 4%, IREN up nearly 4%, and others like Strategy, SharpLink Gaming, and Riot Platforms up over 2% [1] - Lululemon's stock fell over 17% in pre-market trading due to Q2 revenue slightly missing expectations and a second consecutive downward revision of its full-year guidance [1] - NIO announced that NIO Day 2025 will be held on September 20 in Hangzhou, with the new ES8 officially launching, and the event will be open to the public without tickets [1] Group 2 - OpenAI is preparing to collaborate with Broadcom to design its own AI chips, aiming for mass production next year to overcome computing power limitations and reduce reliance on Nvidia, with Broadcom's stock rising over 8% [2] - Nvidia's venture capital arm made its first investment in quantum computing company Quantinuum, which is valued at $10 billion [2] - Apple's sales in the Indian market reached a record $9 billion in the last fiscal year, marking a 13% increase from $8 billion the previous year, with iPhones accounting for most of the sales [2] - The White House began interviewing candidates for the next Federal Reserve Chair, with Treasury Secretary Yellen conducting interviews starting September 5, amid concerns about the Fed's independence [2] Group 3 - The U.S. non-farm payrolls report for August is set to be released at 8:30 PM Beijing time, with Wall Street expecting it to pave the way for the Fed to resume interest rate cuts, potentially boosting market sentiment [3]

除了热门款式，京东超市的军模款式涵盖海、陆、空领域，比如战航福建号航空母舰成品模型、直20直 升机模型、红旗9防空导弹发射车模型、无侦-7无人机模型等等，销量也迎来增长。 其中，30款热门模型销量大涨，例如特尔博(Terebo)1:72东风-41模型销量环比增长60%，特尔博 (Terebo)1:48歼-20战斗机模型也环比增长175%，成为两大最热爆款模型。 买到正版授权军模的网友们，纷纷在京东超市的评论区点赞。有大量用户留言提及 "拿到模型之后感受 到了挺直腰杆的民族自信"，类似评论已达数百条。 近日，一场展示中国国防科技尖端成果的活动，激发了全国人民的爱国热情，也激发了大批消费者对大 国重器的强烈兴趣。 从9月3日开始，京东超市上的中国尖端军事装备相关模型，搜索量同比增长39%，销量同比增长61%。 此外，京东图书数据显示，9月1日至3日期间，军事装备类图书销售额同比增长超100%，其中《中国儿 童军事百科全书+兵器百科全书(4册套装)》成交额同比增长4.5倍。 今年，京东超市将大国重器类、军事装备模型类玩具纳入重点扶持品类，为此将投入大规模流量和专属 运营团队，维持该品类在今年的持续增长。 从第三方数 ...

Summary of Key Points Core Viewpoint - The Hong Kong stock market experienced significant net inflows from northbound trading, with a total net buy of 56.23 billion HKD on September 5, 2023, indicating strong investor interest in specific stocks like Alibaba and Meituan [1]. Group 1: Northbound Trading Activity - Northbound trading saw a net buy of 56.23 billion HKD, with 7.39 billion HKD from Shanghai Stock Connect and 48.84 billion HKD from Shenzhen Stock Connect [1]. - The most bought stocks included Alibaba-W (09988), Meituan-W (03690), and Horizon Robotics-W (09660) [1]. - The most sold stocks were Sanofi (01530) and Changfei Optical Fiber Cable (06869) [1]. Group 2: Individual Stock Performance - Alibaba-W (09988) had a net buy of 27.81 billion HKD, with total trading volume of 47.64 billion HKD, resulting in a net inflow of 7.97 billion HKD [2]. - Meituan-W (03690) received a net buy of 19.53 billion HKD, with expectations of easing price competition in the next 6 to 12 months [5]. - Horizon Robotics-W (09660) saw a net buy of 14.37 billion HKD, with significant production milestones achieved in smart driving technology [5]. - BYD Company (01211) had a net buy of 8.9 billion HKD, with recent product launches in Europe and strategic adjustments in sales targets [5]. - Semiconductor companies like SMIC (00981) and Huahong Semiconductor (01347) received net buys of 3.9 billion HKD and 3.51 billion HKD, respectively, amid supportive government policies for the electronics sector [6]. Group 3: Market Reactions and Future Outlook - Sanofi (01530) experienced a surge of over 18%, with some northbound funds selling at a high [7]. - Xiaomi Group-W (01810) and Tencent (00700) had net buys of 6.93 billion HKD and 4.35 billion HKD, respectively, indicating continued investor interest [7]. - Changfei Optical Fiber Cable (06869) faced a net sell of 1.14 billion HKD, reflecting a negative sentiment towards the stock [7].