这一数据背后有许多因素。首先，印度2025年雨季表现正常，对农产品生长较为友好，关键产区降水分 布有所改善，不仅缓和了蔬菜价格波动，也稳定了市场对新季作物产量的预期，暂时抑制了食品通胀飙 升风险。其次，服务消费热度不减，航空客运量、酒店预订及娱乐消费保持强劲。服务业采购经理指数 （PMI）连续16个月处于扩张区间，需求旺盛推动相关价格刚性上涨。最后，输入性压力出现局部传 导，部分制造业原材料，例如金属、化工品等受地缘政治或供需等因素影响，成本压力正逐步向消费端 渗透。 印度通胀温和回升，反映出印度经济在刺激复苏与稳定价格间的脆弱平衡，印度政府和央行在政策方面 如"走钢丝"般难以放开手脚。尽管整体通胀率仍低于4%的目标中值，但核心通胀攀升与服务价格黏 性，正在压缩央行维持宽松政策的窗口。对印度政府和央行而言，无论是货币政策还是财政政策，既要 避免过早收紧以至于扼杀增长萌芽，又需防范核心通胀加剧形成工资和价格交替上涨的恶性循环。 从数据来看，印度通胀水平仍总体可控。2.07%的涨幅虽打破近一年的低位徘徊，但仍处于央行2%至 6%目标区间的最底端，整体价格压力尚未失控。通胀数据中还有一大积极因素，就是食品通缩进一步 ...

特朗普又背刺硅谷。 前不久，特朗普晚宴招待硅谷科技界名流，Meta扎克伯格、苹果库克、微软创始人比尔·盖茨等二十多个大佬齐聚，对特朗普开启夸夸 模式，氛围一派祥和。 结果不出十日，特朗普突然签署了一项行政命令，要求通过 H-1B 签证项目入境的高技能人才额外缴纳10万美元的费用。 H-1B签证在美国科技界非常重要，据凯投宏观（Capital Economics）估计，美国约有70万人持有H-1B签证。每年拿到H-1B签证的两大 群体是印度人和中国人。 很多我们熟悉的巨头创始人或高管都是经由这个路径在美国定居的。比如马斯克、微软的萨蒂亚·纳德拉 (Satya Nadella) 和谷歌母公司 Alphabet 的桑达尔·皮查伊 (Sundar Pichai) 都通过H-1B签证计划移居美国的。 前不久我们多次报道的、在Meta抢人大战中锋芒毕露的华人工程师们——尤其是那些教育背景横跨中美的——十有八九也是H-1B持有 者。 9月19日周五消息一出，科技巨头陷入恐慌，微软、亚马逊等公司纷纷给员工发紧急通知，建议H-1B持有者不要离开美国，如果不在 美国最好尽快返回，因为新政令在9月21日凌晨就会生效。 尽管白宫随后 ...

智通财经APP讯，新娱科控股(06933)发布公告，于2025年9月26日发行1316.5万股新股予受托人以兑现 按本公司2025年4月9日采纳的新股份计划于2025年4月23日授予的奖励股份。 ...

"成团"夜心动值UP 仙品舞台氛围感拉满 很难有人会拒绝这样的"用餐氛围感"吧？ 都市自然系餐厅的清新治愈，精致时髦餐厅里约会的心动信号，未来先锋餐厅隐藏的惊喜菜单，东方美学餐厅里典藏的新中式韵味...... 这些美好"食刻"都可以在心动榜餐厅里找到最鲜活的呈现。9月23日晚，由抖音生活服务和新华网联合发起的101城心动榜餐厅"成团"夜晚会在上海圆满落 地。活动现场星光熠熠，心动榜餐厅代表齐聚，带领观众共同开启了一场具备超绝氛围感的"心动之旅"。 周洁琼与李常超联手演绎国风大秀《孤城将军》终于找到他的《长安姑娘》，二人擦肩而过遥遥相望，雪中的一场念白，搭配喆舞云端餐酒吧的同台共舞， 瞬间将国风宿命感拉满。陈卓璇和张紫宁以《深海之息》《风吹高山上》构筑声音奇境，一个如深海涌动般深邃，一个似高山流风般清透，搭配海岛院子园 林餐厅的演奏，用声音让人沉浸于山野自然的听觉旅程。张颜齐和吴伯滔共同演绎《中二没有病》《非标准人生》，配上尹珍珠舞团的热情翻跳——这波惊 喜盲盒，开出了"晚会团建" 既视感～ONER、小精灵魔性串烧《大貔貅》《健将plus》，整个舞台瞬间松弛时髦了起来，小精灵甚至将舞台爆改健身房，不 仅现场卷腹 ...

Core Points - The article discusses measures to boost the consumption market and enhance commercial functions in the Old Town Science and Technology New City of Hainan [1] - The measures include financial incentives for opening new stores, specifically domestic and international brands, with rewards of 300,000 yuan, 150,000 yuan, and 100,000 yuan for different categories of first stores [1] - Support for renovation costs is also provided, with a 10% reimbursement on actual expenditures exceeding 1 million yuan, capped at 300,000 yuan per store [1] - The measures aim to simplify financing processes for new stores, offering up to 50% loan interest subsidies, with a maximum of 100,000 yuan per store [1] - A "one-stop" service window will be established to facilitate the processing of necessary permits and licenses for new stores [1] Summary by Category Financial Incentives - New stores in the Old Town Science and Technology New City can receive one-time rewards of 300,000 yuan, 150,000 yuan, and 100,000 yuan based on their classification as first stores [1] - Renovation support is available for actual investments of 1 million yuan or more, with a reimbursement of 10% of the costs, capped at 300,000 yuan per store [1] - Financial institutions are encouraged to simplify loan approval processes for new stores, with a maximum interest subsidy of 100,000 yuan per store [1] Operational Support - A "one-stop" service window will be created to assist new stores in obtaining necessary licenses and permits, with expedited processing options available [1] - The measures allow for post-opening completion of any outstanding documentation requirements [1] Policy Coordination - The measures will prioritize support based on the principle of "better, higher, and non-repetitive" for overlapping policies with provincial and county-level initiatives [2]

Core Insights - The 2025 China (Chongqing) New Business Development Intercity Exchange Conference was held on September 23, showcasing the success of the "2025 Never-Sleeping Chongqing Life Festival" which attracted over 180 million visitors and generated over 6.5 billion yuan in consumption [1][3]. Group 1: Event Overview - The "2025 Never-Sleeping Chongqing Life Festival" focused on unlocking various night-life consumption methods, connecting city-wide and multi-industry night-time consumption resources through over 200 unique events and participation from more than 10,000 businesses [5]. - The festival included various themed activities, such as the launch of the "2025 Never-Sleeping Chongqing Life Festival" and the third Chongqing International Beer Culture Festival, which attracted 8.5 million visitors and generated nearly 260 million yuan in sales [5]. Group 2: Consumer Engagement - The festival's activities were designed to enhance consumer engagement, with significant participation in events like concerts and sports, which became key drivers of night-time consumption [6]. - Notable concerts at venues like Huaxi LIVE and Chongqing Olympic Sports Center attracted approximately 140,000 attendees, boosting related sectors such as transportation, accommodation, and dining [6]. Group 3: Regional Impact - Various regions, including Yuzhong, Wushan, and Wanzhou, hosted diverse themed activities, with Fuling receiving 7.263 million visitors and total spending of 7.59 billion yuan, reflecting growth rates of 23.3% and 27.6% respectively [5].

24 September 2025 | 5:24AM HKT Equity Research With the Turbo 2.5 release, we believe Kuaishou Kling remains at top tier among global applications, and will likely see a step-up in user engagement with this new release. We maintain our current forecast of FY25 ARR US$154mn (vs. company guidance of $125mn) and see further user feedback/model iteration as key to monitor. Buy on Kuaishou with a 12m target price of HK$83. Lincoln Kong, CFA +852-2978-6603 | lincoln.kong@gs.com Goldman Sachs (Asia) L.L.C. Ronald ...

Group 1 - The retail clothing sector is experiencing a decline in consumer interest, with empty stores and low sales activity observed in shopping malls [1][3] - In contrast, the entertainment and leisure sectors, such as cinemas and gaming arcades, are thriving, indicating a shift in consumer spending habits towards experiences rather than physical goods [3][5] - The performance of the live entertainment market has been strong, generating approximately 800 billion in revenue last year and over 150 billion in just two months this summer, reflecting a growing preference for experiences [5][7] Group 2 - The convenience of mobile technology has enhanced consumer engagement in leisure activities, with virtual fitting rooms and social media sharing becoming popular, leading to increased sales for some retailers [5][7] - The trend of prioritizing experiences over material goods is evident, as consumers are willing to spend on events and activities that create lasting memories rather than on clothing that may quickly lose appeal [9][10] - The tourism sector is also benefiting from environmental improvements and local initiatives, such as in Hainan, where clean-up efforts have led to increased tourism and economic opportunities for locals [9][10]

（原标题：索尼(SONY.US)金融业务即将独立上市：实物股利派发超80%股份，参考价150日元） 索尼这种分拆模式之下，母公司把已拥有的子公司股权分配给现有股东(比如索尼这次的"实物股利")， 通常不筹资、不发新股;IPO则是私有公司首次向公众发行新股以筹资，由承销商簿记建档、定价发行。 并且分拆直接上市意味着没有所谓的"发行价"，交易所参考参考价进行开盘前的价格指示，随后由竞价 形成市场价;参考价不是估值或市值指标。 对于日本科技巨头索尼集团来说，分拆无疑将带来更清晰的业务边界、提升资本效率与估值可比性。 通过把寿险、产险、银行等金融业务整体从并表口径中剥离，索尼将成为更"纯粹"的娱乐+技术平台(游 戏、音乐、影视与半导体)，有助于降低"综合企业折价"，提升资本效率与投资者对索尼主业的估值锚 点。 这家日本最大规模的科技巨头计划向股东们分配该金融业务部门超过80%的股份。将一个业务部门分离 后公司仍然保留部分股权的做法被称为部分分拆模式，索尼表示这将是日本市场的首笔此类型上市公开 交易。 分拆之后的"索尼金融集团"的目标是在9月29日于东京证券交易所的Prime Market主板市场进行上市公开 交易。P ...

Core Points - The event titled "Dadong Mountain Water Welcomes the World, Citizens' Consumption Joyful Purchase" was held in the newly renovated Jiangbei Park in Jilin City on September 21 [1] - The event aimed to stimulate consumer market vitality and inject new momentum into the economic development of Jilin City [4] Group 1: Event Overview - The event featured a lively atmosphere with decorations such as red lanterns enhancing the festive spirit [3] - Various local delicacies and specialty products attracted citizens and tourists, encouraging them to taste, observe, and linger [3] Group 2: Exhibition Highlights - The event included four main exhibition areas: automobiles, food, specialty products, and discounted goods, providing a one-stop shopping experience [4] - Popular food offerings included over 20 types of local snacks such as Changsha stinky tofu, Wuhan hot dry noodles, and Mongolian barbecue [6] - The specialty products area showcased nearly a hundred booths featuring products from Jilin, Inner Mongolia, Xinjiang, Dalian, and Harbin, including imported goods, premium fruits, and daily necessities [6] - An entertainment area for families was set up with activities like rock climbing, small trampolines, ring toss, and flying fish games [6] Group 3: Organizers - The event was organized by the Jilin City Media Center and Jilin City Media Group, with support from the Longtan District People's Government and China Construction Bank Jilin Branch [8]