Company Movements - OpenAI allows current and former employees to sell approximately $6.6 billion worth of shares at a company valuation of $500 billion, making it the highest-valued startup globally, surpassing SpaceX [6] - Tesla's third-quarter vehicle deliveries reached 497,099 units, exceeding market expectations of 439,612 units [7] - Lantu Automotive officially submitted its listing application to the Hong Kong Stock Exchange, marking a significant step in the transition of state-owned enterprises in the automotive sector towards new energy [7] - Berkshire Hathaway has reached a final agreement to acquire Occidental Petroleum's chemical business, OxyChem, for $9.7 billion in cash [7] - Boeing has postponed the commercial flight plan for its 777X aircraft to 2027, with analysts estimating non-cash accounting costs between $2.5 billion and $4 billion [8] Investment News - On October 2, the Hang Seng Index rose by 1.61% to 27,287.12 points, while the Hang Seng Tech Index increased by 3.36% to 6,682.86 points [4] - Zijin Mining International will be included in the Hang Seng Composite Index and other related indices effective October 16, following the rapid inclusion rules [4] - The Hong Kong Monetary Authority has received 36 applications for stablecoin licenses from various institutions, with the first batch expected to be announced early next year [4] - The Asian convertible bond market recorded its strongest monthly performance in September, with the Asia-Pacific convertible bond benchmark index soaring by 13%, significantly outpacing the global index's 4.6% increase [4] - From January 1 to September 30, 231 Hong Kong-listed companies repurchased a total of 5.657 billion shares, amounting to HKD 136.7 billion, with the internet technology and financial sectors leading the trend [5]

（文章来源：央视新闻客户端） 美国国家运输安全委员会正在分析达美航空客机发生碰撞后调查人员找到的数据记录器。据美国媒体当 地时间10月2日报道，两架美国达美航空公司旗下的支线飞机在纽约拉瓜迪亚机场滑行时低速相撞，一 架飞机机翼受损，一人受轻伤。 ...

Core Points - Two Delta Air Lines regional aircraft were involved in a low-speed collision while taxiing at LaGuardia Airport in New York, resulting in wing damage to one aircraft and one minor injury [2][4] - The incident involved aircraft operated by Delta's subsidiary, Endeavor Air, and did not affect airport operations according to the Port Authority of New York and New Jersey [4] - Delta Air Lines issued a statement expressing commitment to cooperate with relevant authorities to review the incident, emphasizing the safety of customers and personnel as a top priority and apologizing for the experience caused to passengers [4]

Market Overview - U.S. stock index futures showed slight gains ahead of the market opening, indicating investor indifference towards concerns about the latest government shutdown [1] - As of the report, Dow Jones futures rose by 0.02%, S&P 500 futures increased by 0.28%, and Nasdaq 100 futures climbed by 0.57% [2] Economic Context - The U.S. stock market experienced a four-day rally, with both the Dow and S&P reaching historical highs, as investors believe the government shutdown will be brief and limit severe economic impacts [3] - The government shutdown, which has not occurred in seven years, was triggered by a failure to reach an agreement on a funding bill before the deadline [3] Investor Sentiment - The primary concern for investors is the duration of the current deadlock, with predictions suggesting the shutdown could last at least three days, and traders betting it may extend to nearly two weeks [4] - Dan Niles, founder of Niles Investment Management, expressed that the current government shutdown might last longer than the one in 2018, but emphasized that other factors will be more significant [4] Key Factors Influencing Market - Niles identified three critical factors that could influence the market: strong upcoming Q3 earnings, sustained optimism around artificial intelligence, and the Federal Reserve's next meeting on October 29, where he anticipates three rate cuts this year [4] - Historically, the stock market has not been significantly affected by government shutdowns, but current instability in policy and macroeconomic conditions, along with inflation concerns, are making investors cautious [5] Corporate News - Berkshire Hathaway announced plans to acquire Occidental Petroleum's chemical subsidiary OxyChem for $9.7 billion, marking its largest deal since acquiring Alleghany for $11.6 billion in 2022 [7] - Amazon launched a new private label grocery brand, "Amazon Grocery," aimed at competing with Walmart and Costco, offering over 1,000 grocery items priced below $5 [7] - DoorDash completed its acquisition of UK rival Deliveroo, valuing the deal at approximately £2.9 billion [8] - OpenAI completed a stock transaction that valued the company at $500 billion, surpassing SpaceX to become the highest-valued startup globally [11]

Core Points - Two Delta Air Lines regional aircraft collided at low speed while taxiing at LaGuardia Airport in New York, resulting in wing damage to one aircraft and one minor injury [2][4] - The incident involved aircraft operated by Endeavor Air, a subsidiary of Delta Air Lines, and did not affect airport operations according to the Port Authority of New York and New Jersey [4] Summary by Sections - **Incident Details** - The collision occurred during taxiing, with one aircraft sustaining wing damage and one person reported to have sustained minor injuries [2][4] - **Company Response** - Delta Air Lines issued a statement expressing commitment to cooperate with relevant authorities to review the incident, emphasizing that the safety of customers and personnel is the top priority [4]

Core Viewpoint - Two regional aircraft operated by Delta Air Lines collided at low speed while taxiing at LaGuardia Airport, resulting in wing damage to one aircraft and one minor injury [1] Summary by Relevant Sections - **Incident Details** - The incident involved a regional jet belonging to Delta's subsidiary, Endeavor Air [1] - The New York and New Jersey Port Authority reported that the incident did not affect airport operations [1] - **Company Response** - Delta Air Lines stated it will cooperate with the Port Authority, the Federal Aviation Administration, and the National Transportation Safety Board for the investigation [1]

Core Insights - The "Super Golden Week" during the National Day and Mid-Autumn Festival has seen unprecedented enthusiasm in the tourism market, with significant increases in travel demand and passenger volumes across various transportation sectors [1][3][6] Transportation Sector - The Civil Aviation Administration of China predicts that air passenger transport during the holiday will reach 19.2 million, a year-on-year increase of 3.6%, marking the highest level for this period [1] - The railway sector anticipates sending 219 million passengers from September 29 to October 10, with October 1 expected to be the peak travel day [1] - Eastern Airlines plans to operate over 3,200 flights on the first day of the holiday, carrying more than 460,000 passengers, with international routes performing particularly well [3][6] Hotel and Accommodation Sector - Hotel booking rates for the holiday have increased by 3 percentage points compared to last year, with first-tier cities like Beijing leading in bookings [9] - Specific hotels in cities like Changsha have seen occupancy rates rise by 20% compared to the previous year, indicating strong demand for accommodations [9] Tourist Attractions - Popular tourist destinations have experienced a surge in visitors, with the Forbidden City seeing a 150% increase in visitor numbers compared to normal days [2] - The top ten attractions for ticket bookings include natural parks and theme parks, with significant interest in places like Jiuzhaigou and Universal Studios Beijing [2] Emerging Trends - There is a notable shift towards "reverse tourism" and lesser-known destinations as travelers seek to avoid crowded hotspots, with searches for small destinations increasing by over 110% [11] - The demand for "AI route planning" and "AI travel itinerary" services has surged, reflecting travelers' desire to optimize their holiday experiences [11] Cruise Industry - The domestic cruise market is gaining traction, with the launch of the "Aida Magic City" cruise receiving strong demand, indicating a growing interest in cruise travel [13][14] - The international cruise market remains cautious, with MSC Mediterranean Cruises planning to return to China in 2026, reflecting a strategic approach to market re-entry [15][16] Theme Parks - Theme parks are experiencing a significant influx of visitors, with major parks like Shanghai Disneyland and Universal Studios Beijing implementing promotional activities to attract guests [18][19] - The overall performance of theme parks during the holiday is expected to be better than last year, with a projected growth of up to 10% in visitor numbers for well-known parks [23]

Core Viewpoint - US stock markets saw collective gains, with the Dow Jones up 0.09%, Nasdaq up 0.42%, and S&P 500 up 0.34% [1] Group 1: Company Performance - Intel surged over 7%, while Tesla increased by more than 3% [1] - Microsoft, Apple, Google, and Amazon had gains of less than 1%, whereas Meta Platforms experienced a decline of over 2% [1] Group 2: Sector Performance - Weight loss drugs, pharmaceutical manufacturers, and semiconductor equipment sectors led the gains, with AstraZeneca rising nearly 10%, Micron Technology and Eli Lilly up over 8%, Merck and Roche up over 7%, and Pfizer and Novo Nordisk up over 6% [1] - ASML saw an increase of over 3% [1] - Conversely, cruise lines, social media, and airline services faced declines, with JetBlue Airways down over 4% and United Continental Airlines down over 3% [1] Group 3: Chinese Stocks - Nasdaq Golden Dragon China Index rose by 1.44%, with popular Chinese stocks generally increasing, including Baidu and Century Internet up over 4%, JD.com up over 3%, Alibaba up over 2%, and Bilibili and Xpeng up over 1% [1]

（原标题：伊朗迈赫尔通讯社编译版：伊朗将加强与阿塞拜疆的合作） 伊朗迈赫尔通讯社9月23日报道：伊朗道路与城市发展部部长萨德格和阿塞拜疆副总理穆斯塔法耶 夫在会见中强调，双方在过去一年来经济和交通合作取得的重大进展。萨德格强调两国在银行便利化以 及大不里士和巴库直航开通方面取得了重大进展。并表示伊朗的目标是实现南北走廊每年1500万吨的货 物过境量。还强调了加强伊朗、阿塞拜疆和俄罗斯之间电力网络的计划。她最后表示希望继续加强伊阿 两国双边接触，并指出这些努力将有助于两国经济的全面增长和繁荣。（驻伊朗使馆经商处） ...

2025.10.01 本文字数：1155，阅读时长大约2分钟 *医疗保健板块大涨2.45%，辉瑞飙升6.8% *英伟达上涨2.6%，股价创历史新高 美股三大指数周二在震荡中收高，月线和季线均延续涨势。 市场一方面受到医药股大幅上扬带动，另一方面又受到美国政府停摆风险的压制。截至收盘，道琼斯工 业平均指数涨0.18%，报46397.89点；标普500指数涨0.41%，报6688.46点；纳斯达克综合指数涨0.3%， 报22660.01点。 大型科技股表现分化。英伟达上涨2.59%，再创历史新高，市值突破4.5万亿美元。微软涨0.65%，特斯 拉涨0.34%，苹果涨0.08%；谷歌跌0.39%，亚马逊跌1.17%，Meta跌1.21%。 热门中概股多数下跌，纳斯达克中国金龙指数跌0.42%。百度跌超8%，知乎跌超5%，哔哩哔哩跌超 4%，新东方、好未来跌超3%，京东跌近3%。 标普500指数11个板块中有七个收高，医疗保健板块领涨，涨幅2.45%。辉瑞大涨6.8%，此前美国总统 特朗普表示，该公司将在低收入人群的Medicaid项目中下调处方药价格，并以"最惠国价格"出售新药， 以换取关税减免。他预期其他制药商也 ...