Market Overview - The US stock market saw all three major indices close lower, with a drop exceeding 1% during intraday trading. The Dow Jones fell by 0.55% to 45295.81 points, the S&P 500 decreased by 0.69% to 6415.54 points, and the Nasdaq composite dropped by 0.82% to 21279.63 points [3][4] - Major technology stocks experienced declines, including Nvidia down 1.97%, Microsoft down 0.32%, Apple down 1.04%, Google down 0.74%, Amazon down 1.6%, Meta down 0.49%, and Tesla down 1.34% [4][5] - Chip stocks also faced a downturn, with ARM down 4.34%, Lam Research down 3.11%, KLA down 2.99%, and ASML down 2.25% [6][7] Chinese Assets Performance - In contrast to the US market, Chinese assets rose, with the Nasdaq China Golden Dragon Index increasing by 0.52% [1][8] - Notable gains in popular Chinese stocks included Beike up 4.86%, Li Auto up 4.5%, NIO up 3.37%, Alibaba up 2.67%, and Xiaoying Technology up 2.50% [8][9] Gold Market - Gold prices surged, with COMEX gold closing at $3599.5 per ounce, marking a new high and briefly surpassing $3600 per ounce during trading [1][11] - The demand for gold as a safe-haven asset is reinforced by factors such as persistent inflation, potential interest rate cuts by the Federal Reserve, and concerns over currency depreciation due to rising US fiscal deficits [11] Kraft Heinz Company Developments - Kraft Heinz announced plans to split into two independent publicly traded companies through a tax-free spin-off to drive business growth, leading to a nearly 7% drop in its stock price following the announcement [12][13] - Warren Buffett expressed disappointment regarding the split, as Berkshire Hathaway remains the largest shareholder with a 27.5% stake in Kraft Heinz [15]

涨跌 (%) 收盘 指数 1月 名称 (点) 1日 5日 -0.45 8.38 -0.26 上证指数 3828 | 风格指数 (%) | FEE | 近１个月 近６个月 | | | --- | --- | --- | --- | | 大盘指数 | -0.57 | 11.37 | 16 | | 中盘指数 | -2.13 | 13.14 | 17.92 | | 小盘指数 | -2.48 | 9.84 | 16.95 | | 涨幅居前 行业(%) | 바람들 | 近１个月 近６个月 | | | 衣商行II | 2.54 | 0.41 | 14.95 | | 国有大型银行II | 2.11 | 2.82 | 13.82 | | 股份制银行II | 1.95 | -2.3 | 7.84 | | 白色家电 | 1.78 | 2.14 | 2.45 | | 饰品 | 1.66 | 6.96 | 34.32 | | 跌幅居前 行业(%) | MEE | 近１个月 近６个月 | | | 通信设备 | -6.71 | 46.84 | 94.07 | | 其他电源设备Ⅱ | -5.71 | 14.99 | 22.82 | | 元件 ...

Group 1: Market Overview - The Nasdaq Golden Dragon Index, which tracks Chinese stocks listed in the U.S., rose by 0.52% despite a general decline in major U.S. stock indices [2] - The three major U.S. indices closed lower, with the Dow Jones down 0.55%, S&P 500 down 0.69%, and Nasdaq down 0.82% [1] Group 2: Chinese Stocks Performance - Popular Chinese stocks saw significant gains, with Beike up 4.89%, Li Auto up 4.5%, and Alibaba up 2.63% [2] - The overall trend indicates a divergence in performance between Chinese stocks and the broader U.S. market [2] Group 3: Gold Market Dynamics - COMEX gold futures for December rose by 2.42%, reaching $3601.00 per ounce, marking a historical high [3] - The increase in gold prices is attributed to a weaker dollar and expectations of interest rate cuts by the Federal Reserve, with gold prices up approximately 33% year-to-date [3] Group 4: A-Share Market Analysis - A-share companies reported a total revenue of 35.01 trillion yuan in the first half of the year, reflecting a year-on-year growth of 0.16% [4] - Nearly 60% of companies reported revenue growth, with over 75% achieving profitability [4] Group 5: Sector Performance and Valuation - The average sector performance showed a disparity, with the AI industry seeing gains of around 30%, while semiconductor and hardware sectors reached high valuation percentiles [5] - Analysts noted that despite a slight decline in net profit growth, the overall performance remains better than expected for 2023 and 2024 [5][6] Group 6: Investment Trends - Institutional funds have been actively buying into the market, with stock funds maintaining high activity levels since April [6] - The financing balance in the A-share market reached a historical high of 2.23 trillion yuan, indicating strong market participation [6][7] Group 7: Market Sentiment and Future Outlook - The current market sentiment is characterized by a concentration of funds in specific sectors, particularly AI, which accounted for 40% of total trading volume [7][8] - Analysts suggest that while the mid-term upward trend remains intact, short-term corrections may occur due to high concentration and profit-taking [8]

大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 昨夜今晨 【朝鲜劳动党总书记、国务委员长金正恩抵达北京】 据新华社，9月2日，来华出席纪念中国人民抗日战争暨世界反法西斯战争胜利80周年活动的朝鲜劳动党总书 记、国务委员长金正恩抵达北京。 【谷歌在线搜索垄断案裁定出炉，无需剥离Chrome和安卓系统】 【中国石油：中国石油集团拟将5.41亿股公司A股股份划转给中国移动集团】 据财联社，9月2日，中国石油(601857.SH)公告称，为进一步深化中国石油集团与中国移动集团的战略合作， 公司控股股东中国石油集团拟通过国有股份划转方式将其持有的5.41亿股A股股份（占公司总股本的0.30%） 划转给中国移动通信集团有限公司。本次划转不会导致公司控股股东及实际控制人发生变更，且需取得国务院 国有资产监督管理委员会的批准并办理股份过户登记手续。 据财联社9月3日电，谷歌盘后涨2.6%，苹果盘后涨1.7%。消息面上，美国一名法官公布了针对谷歌在网络搜 索领域的反垄断案的裁决。美国法官裁定，谷歌无需出售Chrome，无需剥离安卓操作系统。谷歌无需停止向 苹果及其他公司支付预装谷歌产品的 ...

本报记者 毛艺融 今年以来，南向资金净流入额超万亿港元。资讯数据显示，截至9月2日收盘，当日南向资金净流入92.81亿港元。至此，年内南向资金净流入规模约 10002.21亿港元，超过万亿港元。 | 南北向资金流动情况。 | | | More | | --- | --- | --- | --- | | 南向 (截止: 2025-09-02) | | | HKD CNY | | | 合计 | 沪市港股通 | 深市港股通 | | 最新 | 92.81 | 56.36 | 36.45 | | 本周合计 | 212.23 | 112.94 | 99.29 | | 本月合计 | 212.23 | 112.94 | 99.29 | | 本年合计 | 10,002.21 | 6,369.57 | 3,632.64 | | 近3月 | 3,492.79 | 1,681.05 | 1,811.74 | | 近6月 | 7,218.51 | 4,324.57 | 2,893.94 | | 开通以来 | 46,980.12 | 26,561.65 | 20,418.47 | 南向资金在港股行业轮动中展现出较强的配置价值与策略有效性 ...

Summary of Key Points Core Viewpoint - The report highlights the top short-selling stocks in the market, indicating significant investor sentiment and potential market movements for these companies [1][2]. Short Selling Ratios - The top three companies with the highest short-selling ratios are: - China Resources Beer (80291) at 100.00% - Anta Sports (82020) at 100.00% - Li Ning (82331) at 100.00% [2]. Short Selling Amounts - The companies with the highest short-selling amounts are: - Alibaba (09988) with a short-selling amount of 4.308 billion - Xiaomi (01810) with 2.115 billion - Tencent Holdings (00700) with 1.355 billion [2]. Deviation Values - The top three companies with the highest deviation values, indicating a significant difference from their average short-selling ratios over the past 30 days, are: - Far East Consortium (00035) at 63.12% - China Resources Beer (80291) at 54.10% - Tencent Holdings (80700) at 50.51% [1][2].

【导读】国内头部车企交出上半年"成绩单"，比亚迪（002594）、上汽争夺"车企一哥" 编者按：财报是上市公司生产经营活动的"成绩单"，更是投资者决策的重要依据。 作为中国经济的"定盘星""压舱石"，上市公司的经营状况如何、业绩含金量多少、未来将如何布局等问题，一直备受市场关注。 数据之中有价值，报告背后更精彩。 为此，中国基金报推出《财报面面观》策划，解读财报数据，聚焦热门行业，提示潜在风险，洞悉核心价值，为投资者了解公司真实情况提供参考，更好 地助力上市公司提高信息披露质量。 9月2日晚间，随着蔚来发布2025年第二季度财报，国内头部车企均交出了2025年上半年的"成绩单"。 探究可见，比亚迪刚夺下的"车企一哥"宝座，正在遭遇原"车企一哥"上汽集团（600104）的全力争夺。 2025年上半年，比亚迪的汽车、汽车相关产品及其他产品（以下简称汽车业务）收入，仅比上汽集团的总营业收入多出29.18亿元。 即比亚迪在2024年下半年取得的优势，正在被全力追赶的上汽集团消除。 在比亚迪看来，2025年上半年的汽车市场竞争处于白热化阶段。面对上汽集团等老对手加速迈向新能源汽车赛道，比亚迪在新能源汽车赛道却出现停滞的 ...

【导读】美股三大指数集体收跌，纳斯达克中国金龙指数涨0.52%，黄金价格再创历史新高 美股三大指数集体收跌 科技和芯片股全线下跌 美东时间9月2日（周二），美股三大指数集体收跌，盘中三大指数一度跌超1%。 截至收盘，道琼斯指数下跌0.55%，报收于45295.81点；标普500指数下跌0.69%，报收于6415.54点；纳斯达克综合指数下跌0.82%，报收于21279.63点。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业指数 | 45295.81c | -249.07 | -0.55% | | 纳斯达克指数 | 21279.63c | -175.92 | -0.82% | | 标普500 | 6415.54c | -44.72 | -0.69% | 大型科技股多数走低，英伟达下跌1.97%，微软下跌0.32%，苹果下跌1.04%，谷歌下跌0.74%，亚马逊下跌1.6%，Meta下跌0.49%，特斯拉下跌1.34%。 周二，美股市场三大指数集体收跌，盘中跌超1%，科技和芯片股全线下跌。中国资产逆市上涨，纳斯达克中国金龙指数收涨0.52%。 黄 ...

2025年8月，捷途汽车销售新车54179辆，同比增长4.6%;1-8月，累计销售402992辆，同比增长27.3%。截至8月底，捷途汽车累计销量突破193万辆，畅销全 球91个国家和地区。销量和市场的双维突破，不仅印证捷途汽车已驶入高质量发展快车道，更意味着其凭借旅行+战略优势、差异化品类创新，稳步向 着"全球第一电混越野品牌"的目标加速迈进。 三大赛道势能迸发，捷途汽车全品类强势领跑 今年8月，捷途燃油车、山海、纵横三大序列全面开花，成果亮眼。作为销量基石的燃油车型，持续高歌猛进，即将达成全新里程碑。为大家庭而生的捷途 X70系全球累计销量超97万辆，"中国大七座SUV销量冠军"即将迎来"百万时刻"。领衔旅行越野品类的捷途旅行者系，上市23个月累计销量突破37万辆，以 绝对优势领跑方盒子细分市场。 凝共识聚合力，捷途汽车以新价值定义新旅行 8月18日，捷途汽车第八届粉丝文化节在开封盛大举行。随着品牌全球化进程不断深化，本届粉丝节全面升维，从"中国用户的狂欢盛宴"进阶为"全球用户的 情感共鸣"，以"与用户同行、与文化同行、与公益同行"为核心，为全球用户呈现了一场兼具情感温度与文化深度的盛会。捷途的旅行+文化 ...

作为中国经济的"定盘星""压舱石"，上市公司的经营状况如何、业绩含金量多少、未来将如 何布局等问题，一直备受市场关注。 数据之中有价值，报告背后更精彩。 为此，中国基金报推出《财报面面观》策划，解读财报数据，聚焦热门行业，提示潜在风 险，洞悉核心价值，为投资者了解公司真实情况提供参考，更好地助力上市公司提高信息披 露质量。 中国基金报记者 邱德坤 9月2日晚间，随着蔚来发布2025年第二季度财报，国内头部车企均交出了2025年上半年 的"成绩单"。 探究可见，比亚迪刚夺下的"车企一哥"宝座，正在遭遇原"车企一哥"上汽集团的全力争夺。 2025年上半年，比亚迪的汽车、汽车相关产品及其他产品（以下简称汽车业务）收入，仅比 上汽集团的总营业收入多出29.18亿元。 【导读】国内头部车企交出上半年"成绩单"， 比亚迪、上汽争夺"车企一哥" 编者按：财报是上市公司生产经营活动的"成绩单"，更是投资者决策的重要依据。 即比亚迪在2024年下半年取得的优势，正在被全力追赶的上汽集团消除。 在比亚迪看来，2025年上半年的汽车市场竞争处于白热化阶段。面对上汽集团等老对手加速 迈向新能源汽车赛道，比亚迪在新能源汽车赛道却出现停 ...