盘前市场动向 3. 截至发稿，WTI原油涨0.56%，报63.04美元/桶。布伦特原油涨0.42%，报67.27美元/桶。 | H 伦敦布伦特原油 | 2025年11月 | 67.27 | 67.52 | 66.90 | +0.28 | +0.42% | | --- | --- | --- | --- | --- | --- | --- | | ■ WTI原油 | 2025年10月 | 63.04 | 63.24 | 62.26 | +0.35 | +0.56% | 市场消息 "超级央行周"来袭!投资者聚焦美日英最新利率决议。从周三开始，美联储以及英国、日本、加拿大等多个主要经济体央行将陆 续公布最新利率决议，各国货币政策方向呈现分化态势。市场认为，由于劳动力市场的疲软迹象，美联储在本周会议上宣布降 息25个基点将会是大概率事件。此外，由于内部意见存在明显分歧，英国央行本周大概率会维持利率不变。日本方面，外界预 计日本政坛的不确定性可能导致财政和货币政策延续现状，日本央行本周很可能会维持利率不变，但今年年内仍有加息的可能 性。 1. 9月15日(周一)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.1 ...

Market Overview - Dow futures rose by 0.22%, S&P 500 futures increased by 0.09%, while Nasdaq futures fell by 0.06% [1] Chinese Concept Stocks - Most popular Chinese concept stocks saw gains, with Alibaba up by 2.28%, JD.com up by 1.48%, Li Auto up by 2.12%, Xpeng Motors up by 2.25%, and NIO up by 3.53% [1] Nvidia Investigation - Nvidia's stock dropped by 2.51% following an announcement from China's State Administration for Market Regulation that the company is under further investigation for violating antitrust laws related to its acquisition of Mellanox Technologies [1] Google Gemini Performance - Google's Gemini app surpassed ChatGPT in downloads, becoming the top free app in the US App Store, contributing to a 1.09% increase in Google's stock [1] Merck's Drug Approval - Merck announced that its new non-nucleoside cytomegalovirus (CMV) inhibitor, Letermovir Tablets (II), has been approved by China's National Medical Products Administration for use in certain patients [2] Tesla Stock Movement - Tesla's stock rose by 3.39% after news that Elon Musk purchased over 2.5 million shares and the company's German factory plans to increase production due to strong sales data [2] Hesai Technology Order - Hesai Technology's stock increased by 4.1% after signing a $40 million lidar order with a leading US Robotaxi company, with plans for delivery by the end of 2026 [2] AstraZeneca Expansion Halt - AstraZeneca's stock fell by 2.8% after reports that the company has paused a £200 million expansion plan at its Cambridge research center, which was expected to create 1,000 jobs [3]

当美国财政部长贝森特在新闻发布会上斩钉截铁地宣称中国的经济模式正在走向末路时，许多不明就里的观众可能会误以为美国终于在这场旷日持久的经济 博弈中占据了上风。然而颇具讽刺意味的是，就在这位财长发表这番言论的同一周，来自哈佛大学、麻省理工学院等顶尖学府的一批美国主流经济学家却联 名发布了一份令人震惊的研究报告。这份报告以详实的数据和严谨的分析得出了一个与官方论调截然相反的结论：在这场持续多年的中美经济较量中，美国 实际上已经落败。 回顾过去几年的经济对抗，美国政府可谓使出了浑身解数。从2018年特朗普政府发起的贸易战开始，到拜登时期延续的技术封锁和供应 链重组，美国试图通过关税壁垒、出口管制、制造业回流等多管齐下的策略来遏制中国的发展势头。然而事与愿违，这些措施不仅未能如愿以偿地削弱中国 经济，反而促使中国加速产业升级转型，走出了一条更具韧性和可持续性的发展道路。 2025年初，随着特朗普再度入主白宫，美国政府重拾贸易战的老套 路。新政府甫一上任就迫不及待地宣布对中国商品加征新一轮高额关税，试图复制2018年的成功经验。白宫经济顾问团队的逻辑看似简单明了：中国作为出 口导向型经济体，只要切断其商品进入美国市场的通 ...

Group 1 - The global high-end smartphone sales are projected to grow by 8% year-on-year in the first half of 2025, significantly outpacing the overall smartphone market growth of 4% [2][3] - The trend of "premiumization" in smartphones is becoming more pronounced across various regions, driven by increased consumer engagement and affordability [3] - The high-end smartphone market contributes over 60% of global smartphone revenue, highlighting its strategic importance [3] Group 2 - Chinese manufacturers, particularly Xiaomi, have shown remarkable performance, with Xiaomi's high-end smartphone sales increasing by 55% year-on-year, securing the fourth position in global market share [2][3] - Xiaomi is not only advancing in the high-end smartphone segment but is also making strides in electric vehicles and IoT, with synergies between these sectors enhancing its smartphone business [3]

Group 1 - The core viewpoint is that while the U.S. imposing a 50% tariff on certain Brazilian products creates short-term pressure, it will ultimately drive Brazil to explore Asian and other emerging markets, benefiting the country in the long run [1] - This tariff measure will prompt Brazilian companies to seek alternative markets, leading to an expansion of Brazilian agricultural and industrial product exports in ASEAN, Russia, and Africa [1] - The structural opportunity presented by this situation will deepen Brazil's integration into the global supply chain [1] Group 2 - The economic relationship between China and Brazil has been strengthening, with increased investments from Chinese companies in durable consumer goods, infrastructure, financial services, and renewable energy sectors in Brazil [1] - Joint ventures are highlighted as an effective model for current China-Brazil investment cooperation, facilitating better market integration for Chinese companies and broader expansion into Latin America through Brazilian partners [1] - China's innovation ecosystem, particularly in cities like Hangzhou, showcases a strong combination of hardware and software, with significant investment opportunities in artificial intelligence and chip industries, potentially surpassing Silicon Valley [2] Group 3 - The collaboration between Chinese and Brazilian universities and enterprises in R&D and talent development is increasing, with more Brazilian students and entrepreneurs entering the Chinese innovation system [2] - China is recognized as a major player in promoting green transformation globally, with clear government targets for emissions reduction, which will create more opportunities for cooperation in renewable energy, automotive, and supply chains between China and Brazil [2] - The entry of Chinese automotive companies like BYD and Great Wall Motors into the Brazilian market is gradually forming an electric vehicle industry chain, providing job opportunities and technological upgrades for Brazil [2]

据悉，小鹏汽车首个欧洲本地化生产项目于2025年第三季度在奥地利格拉茨麦格纳工厂正式启动，首批 小鹏G6与小鹏G9顺利量产下线。未来，该工厂还将投产更多小鹏车型。 小鹏汽车自2021年以挪威为起点进入欧洲市场以来，全球化版图持续扩张，目前已覆盖全球超46个国家 和地区。2025年1—7月，小鹏汽车海外销量达18,701辆，同比激增217%。 小鹏汽车成欧洲中高端纯电汽车中国品牌销量第一。上半年，小鹏汽车欧洲注册量超过8000辆，其中， 小鹏G6作为主力车型，贡献了欧洲销量的67%。同时，全球首款AI汽车小鹏P7+也即将登陆欧洲。 小鹏汽车在欧洲市场获得认可，统计显示，净推荐值（NPS）高达81%，超越了多个传统豪华品牌。此 次与麦格纳工厂合作，2025年第三季度启动小鹏G6和小鹏G9量产工作。 业内认为，通过本地化生产，小鹏汽车进一步提升产品在欧洲市场的竞争力，为扩大市份额奠定基础。 除了与麦格纳深度合作，小鹏汽车还在欧洲完成了从研发到批量生产的全价值链布局，为全球化战略迈 出关键一步。 近日，小鹏汽车德国慕尼黑研发中心作为其在欧洲的首个研发中心，已正式启用。该研发中心以 "In Europe, With E ...

【环球网科技综合报道】9月15日消息，据Electrek报道，特斯拉旗下电动皮卡Cybertruck的后轮驱动版 （Cybertruck RWD）近日宣告停售。这款被市场视为"亲民版本"的车型，自2025年4月推出至今仅5个 月，其快速下架引发业界对Cybertruck系列商业表现的关注。 来源：环球网 为改善销量不佳的局面，特斯拉于2025年4月推出Cybertruck后轮驱动版，试图以更低售价吸引消费者。 与起售价8万美元（按现汇率约合57万元人民币）的Cybertruck全轮驱动版（Cybertruck AWD）相比， 后轮驱动版起售价降至7万美元（约合49.9万元人民币），价格降低1万美元。 但这款"亲民版本"却因配置大幅缩减导致性价比不足。据悉，为控制成本，特斯拉不仅为后轮驱动版拿 掉了一台电机，还砍掉了主动空气悬架、电动后斗盖，甚至后斗电源接口等被认为是核心价值的配置。 这一做法使得车型竞争力大打折扣，市场接受度极低。 Electrek分析指出，几乎没有消费者订购Cybertruck后轮驱动版。原本Cybertruck的潜在买家群体就十分 有限，而消费者不愿为了节省1万美元，放弃那些影响使用体验的 ...

Core Insights - Xiaopeng Motors announced a deep collaboration with Magna's factory in Graz, Austria, to enhance local production of electric vehicles in Europe [1] - The first localized production project is set to launch in Q3 2025, with the initial models being Xiaopeng G6 and G9 [1] - Since entering the European market in 2021, Xiaopeng Motors has expanded its presence to over 46 countries and regions globally [1] - From January to July 2025, Xiaopeng Motors reported overseas sales of 18,701 units, marking a 217% year-on-year increase [1] Company Developments - The partnership with Magna aims to leverage existing production lines for efficient manufacturing [1] - The Graz facility will not only produce the G6 and G9 but is also expected to manufacture additional Xiaopeng models in the future [1] Market Expansion - Xiaopeng Motors began its European journey in Norway and has since achieved significant growth in international markets [1] - The substantial increase in overseas sales indicates a strong demand for Xiaopeng's electric vehicles in the European market [1]

经济观察网 2025年9月15日，小鹏汽车正式官宣欧洲本地化生产的重要规划，与位于奥地利格拉茨的麦 格纳工厂展开深度合作，借助该工厂现有的成熟生产线，大力推动电动汽车在欧洲的本地化生产进程。 小鹏汽车首个欧洲本地化生产项目于2025年Q3，在奥地利格拉茨麦格纳工厂正式启动，首批小鹏G6与 小鹏G9顺利量产下线。未来，该工厂还将投产更多小鹏车型。 ...

Key Points - Didi announced an average commission rate of 14% for all orders in 2024, clarifying that commission does not equate to profit as most funds are used for subsidies and platform maintenance [4] - Didi's platform saw a year-on-year growth of 12.4% in Q2, reaching 3.376 billion orders, with an average daily order volume of 37.1 million [4] - Faraday Future (FF) faces allegations of using fake orders to support its stock price, with the company’s founder, Jia Yueting, denying these claims and stating that legal action will be taken [7] - Neta Auto held its first creditor meeting after announcing bankruptcy restructuring, revealing a total debt of approximately 51 billion yuan with only 15.5 million yuan in cash [8] - Lingxin Qiaoshou aims to reduce the price of its dexterous hands to below 500 yuan within three years, having recently completed a multi-hundred million yuan angel round of financing [9] - Alibaba's acquisition of AutoNavi is highlighted as a strategic move to compete against Meituan, with significant developments in local services and map integration [10] - WeChat will close the JD shopping entry as of September 30, following the expiration of a three-year strategic cooperation agreement [11] - Xiaopeng Motors plans to invest 500 billion yuan annually in R&D, with 300 billion yuan allocated to AI, aiming for profitability in Q4 [14] - Tesla is accused of favoring visa employees over American citizens to reduce labor costs, with a lawsuit filed alleging systematic discrimination [22] - Amazon is set to launch consumer-grade AR glasses by late 2026 or early 2027, with plans for a specialized version for delivery drivers [24]