最近法国总统马克龙突然对中国摆出了"硬碰硬"的架势。中国刚给欧洲"开小灶"放宽稀土出口审批，转头马克龙就在欧盟峰会上放话， 要动用贸易界的"核选项"制裁中国。 一、稀土这点事，欧洲为啥急得跳脚？ 先得说说"稀土"这东西。别看名字带"稀"，它可不是普通泥土，而是造芯片、新能源汽车、战斗机的关键材料，堪称"工业维生素"。中 国作为全球稀土储量和加工能力最强的国家，对稀土出口进行合理管控，总得按需分配，不能谁要就随便给吧？ 按理说，中国对欧洲够意思了。商务部长王文涛都明说了，对德国、法国这些国家的稀土出口"特事特办"，审批一路绿灯。这待遇，连 美国都羡慕得直搓手。可马克龙呢？转头就在欧盟峰会上放了句狠话："中国要是继续管稀土，欧盟就用最强贸易工具反击！" 这"最强贸易工具"，指的就是2023年底生效的《反胁迫工具法案》。简单说，这法案能通过限制投资、削减知识产权保护来"制裁"它认 为"搞胁迫"的国家，被业内称为贸易界的"核选项"——平时供着当威慑，真要用起来，那就是撕破脸的节奏。马克龙这话一出，不少网 友都乐了："刚吃完中国给的糖，转头就举棍子？这操作有点迷。" 二、"磋商"是幌子？欧盟一边谈判一边制裁中企 但欧洲 ...

第三届中国航空运输协会航空大会昨天（24日）在北京拉开帷幕。来自全球167家企业的近百项人工智 能技术及产品，在展会上首次亮相。由我国自主研发的、全球第一款人工智能航空服务的机器人，全球 首款"智慧出行管家"运行系统在展会上亮相。据了解，此次参展的近百项人工智能科技及产品，近一半 是全球首款，超过80%在国内展会上首次亮相。中国航空运输协会在大会上还首发了《中国航空运输协 会航空货运自律公约》。 （文章来源：央视新闻） ...

（央视财经《经济信息联播》）目前，全球多个行业都在迎来新一轮裁员潮。过去两个月，全球汽车、 制药、航空、能源及消费品领域的多家头部企业相继公布裁员计划，规模从数千到数万不等。 全球制药行业也进入结构性调整阶段。丹麦诺和诺德于9月宣布在全球裁员9000人，约占员工总数的 11%。默沙东、莫德纳等企业今年以来也陆续推出裁员计划。有行业人士分析称，专利到期、竞争加剧 等挑战是制药行业裁员潮的原因。 转载请注明央视财经 编辑：令文芳 此外，9月以来，德国汉莎航空、美国能源巨头埃克森美孚、食品巨头雀巢、咖啡连锁品牌星巴克、荷 兰喜力啤酒公司也纷纷宣布裁员。美国咨询公司埃森哲宣布，在过去三个月中已裁员超过1.1万名，并 警告称如果员工无法适应人工智能的需求，未来还将有更多裁员。CNBC的报道称，不少公司以"转向 人工智能以提高效率"为理由宣布裁员，但有批评人士认为，人工智能正在成为部分大公司裁员的借 口，企业使用人工智能导致大规模裁员的时候还没有到来。 汽车行业成为本轮裁员潮的重灾区。法国媒体本月早些时候报道称，雷诺集团计划实施一项"自愿离 职"计划，在全球范围内裁员3000人。美国福特汽车公司9月宣布，由于欧洲电动汽车 ...

推动技术转化离不开中试平台，《措施》提到，支持相关企业、科研机构、高等院校在低空航空器、全 空间无人体系装备等领域建设一批省级中试平台，在低空航空器、低空服务等领域创建一批省级工程技 术研究中心。对新获批的低空领域省级重点实验室，根据《广东省重点实验室项目申报指南》有关规 定，按照基础研究类和技术攻关类分别给予资助。 企业方面，《措施》提到，支持技改培育低空强企。通过直接融资租赁方式购入生产及生产配套设备且 应用于申报的技术改造项目，符合省级企业技术改造资金政策的，予以租赁补贴支持。对低空领域获评 国家级单项冠军企业、专精特新"小巨人"企业的省内企业，在落实省级支持政策的基础上，鼓励地市给 予奖励。 10月24日，广东省人民政府办公厅印发《广东省支持低空经济高质量发展若干措施》（下称《措 施》），其中提出，支持广州、深圳、珠海先行先试，在确保安全的前提下，稳步开通市内和城际低空 客运航线，探索制定低空空域交通规则和大湾区跨境无人机物流配送。 《措施》包含16条支持举措，涵盖低空安全、研发、适航审定、基础设施、应用场景等多个方面，为广 东打造全国领先的低空经济产业发展高地，塑造发展新动能新优势。 《措施》自发布 ...

Shares of Delta Air Lines (DAL) have gained 3.6% over the past four weeks to close the last trading session at $58.77, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $73.59 indicates a potential upside of 25.2%.The mean estimate comprises 20 short-term price targets with a standard deviation of $5.73. While the lowest estimate of $65.00 indicates a 10.6% increase from the curre ...

and Kevin Hanks live at the CBOE with the pre-bell playbook is with me. Look, I mean, we see the CPI print which rose 0.3% overall, 0.2% excluding food and energy really showing not much inflation to speak of. Tell me what you thought when you look at these numbers.What do you say. >> Good morning, Nicole. Yeah, the much feared levels of inflation just simply aren't showing up.And there's really good news in terms of shelter. Some of these numbers were kind of surprising because when you look at crude oil f ...

隔夜，现货黄金反弹，在经历连续两日大幅下跌后略有回升，盘中一度攀升1.37%至4154美元附近，最终收报4125.81美元。今日欧市盘中，黄金大幅下 跌，目前在4070美元附近徘徊。 美国CPI重磅来袭！ 隔夜，美股三大指数集体收涨，截至收盘，道指涨0.31%，标普500指数涨0.58%，纳指涨0.89%。 消息面上，特朗普关税又有了新进展。 当地时间23日晚，美国总统特朗普通过社交媒体表示，罗纳德·里根基金会刚刚宣布，加拿大欺诈性地使用了一则虚假广告，表示该基金会对关税发表了 负面言论。该广告价值7.5万美元。加拿大这样做是为了干扰美国最高法院和其他法院的裁决。 特朗普称，关税对美国的国家安全和经济至关重要。鉴于加方行为，美国特此终止与加拿大的所有贸易谈判。 此外，美国政府继续停摆，可能成为历史上最长的关门。 当地时间10月23日，美国联邦政府"停摆"进入第23天。如果这次停摆持续到11月4日之后，将成为历史上时间最长的停摆。鉴于参议院将休会至10月27 日，几乎可以肯定美政府"停摆"将持续到下周。 23日当天，美国参议院否决了一项由共和党人提出的法案，该法案旨在向政府"停摆"期间服役的现役军人和其他必要岗 ...

Market Overview - The market experienced significant volatility, with the S&P 500 index recovering quickly from Wednesday's decline, driven by positive news and earnings reports, particularly in the tech sector [1][3] - Traders exhibited a reflexive behavior, selling during panic and buying back after the market stabilized, indicating a lack of strategic planning [3][4] Earnings Season Impact - Companies like Honeywell saw a 7% increase due to better-than-expected earnings, while United Airlines rebounded despite reporting losses that were not as severe as anticipated [3] - Tesla demonstrated volatility with an early drop followed by a 2% increase by the close, reflecting the market's appetite for buying on dips [3] Oil Market Influence - Oil prices surged over 5% to $62 per barrel following new sanctions on Russian oil exporters, marking the largest single-day increase since June [3] - Despite the rise in oil prices, traders remained focused on equities, seemingly ignoring potential inflationary pressures and other secondary effects [3] Federal Reserve Expectations - The market anticipates a potential 25 basis point rate cut by the Federal Reserve, with expectations for a "Santa Claus rally" by year-end [4] - The overall sentiment remains bullish, supported by optimism around AI, solid earnings, and expectations of monetary easing [4] Liquidity and Market Sentiment - There are indications that quantitative tightening (QT) may end sooner than expected, with major banks adjusting their forecasts accordingly [5][6] - The market is responding positively to the potential for increased liquidity, with a notable recovery in sectors heavily reliant on liquidity, such as cryptocurrencies and gold [5][6]

来源：中金在线香港 美股持续造好刺激港股再创22个月新高，恒指昨收报25,391点，上升216点或0.9%，成交金额818.5亿元。科网股继续 成为市场焦点，一方面股王騰訊(00700.HK)曾高见276.8元，再创上市后新高，收市弹升2.6%；另一方面，沽空机构 Blazing Research狙击科通芯城(00400.HK)，后者午后急泻22%后停牌，收报7.8元。 建溢主要经营以研发为基础的电器及电子产品，以及摩打製造业务。上半财年来自电器及电子产品业务收入按年上升 0.3%至8.71亿元，佔比约七成；摩打业务收入则升7.2%至3.79亿元，佔比约三成。期内收入总额增加2.2%至12.5亿 元，纯利上升69.7%至7,076万元；并派发中期息及特别股息合共0.2元，相当慷慨。 物联网新产品面世 由于建溢持续整合资源，淘汰低效益的设施，并转型至机械人生产及製造，成功提升产品组合的科技含量和及附加价 值，因此成为集团业绩得以扭转为盈的关键。在机械人生产的基础上，建溢亦已拓展新的物联网(IoT)产品系列，包括 能连接智能手机及虚拟现实/扩增实境技术。 物联网产品已于上半财年投产及付运，而下半财年则有数款新装置 ...

Group 1: Logistics - The logistics industry is expected to undergo a paradigm shift towards high-quality development, driven by policy changes and the "anti-involution" movement, which aims to ensure the rights of delivery personnel and improve profitability [4][24][30] - The logistics sector is entering a new phase of overseas expansion, with companies like Jitu Express and Jiayou International transitioning from initial stages to more advanced operations, focusing on management and capacity exports [4][8][35] Group 2: Aviation - The aviation industry is poised for recovery, benefiting from a resurgence in business travel demand since September, leading to improved revenue and cost dynamics [9][51] - The supply side is tightening, with low aircraft deliveries expected in 2025 and high capacity utilization rates, indicating a potential for revenue and cost resonance in the industry [9][51] Group 3: Shipping - The shipping sector is influenced by both seasonal and non-seasonal factors, with a focus on oil transportation due to OPEC+ production adjustments and the expected positive impact of new projects in the dry bulk segment [10][20] - The container shipping market is facing tariff disruptions, but demand is anticipated to rise due to proposed measures from the 301 investigation, which may boost feeder vessel demand [10][20] Group 4: Highways - Highway companies are regaining attractiveness in terms of valuation and dividend yield, with a focus on low valuation and high dividend characteristics [11][20] - The widening gap between highway company dividend yields and ten-year government bond yields suggests a return to a high cost-performance ratio for these assets [11][20]