11月20日，以"智联欧亚、质创未来"为主题的2025中欧企业家青岛论坛在青岛海天大酒店成功举办，吸 引了国内外400余位企业家及专家学者参会。 青岛市政府有关部门、市直有关单位负责同志，各区（市）政府、西海岸新区管委、有关功能区负责同 志、国资监管机构负责同志，部分央企、国企、外企、民企代表参加了本次论坛。 （大众新闻·风口财经记者 娄花） 编辑：刘建 本届论坛，青岛市商务局、中国-上海合作组织地方经贸合作示范区管理委员会、青岛市市南区进行了 招商推介。微软、西门子、普华永道、恒松资本、松延动力、海信集团等中外企业围绕"AI革命下的国 家战略与产业投资"等热点话题开展对话。 本次论坛还设置了两个主题分论坛，青啤集团、澳柯玛集团、特来电公司等青岛优秀国企民企，与中国 中检、思科、微软、德乐、诺基亚等央企外企代表分别以"社会责任勇担当，ESG建设促发展"和"安全 筑基、AI领航，助力青岛企业出海"主题进行经验交流，共同寻求中欧经贸交流合作新机遇、新方向。 中欧企业家青岛论坛是经山东省政府批准，由青岛市人民政府和中外企业家联合会联合主办的国际会 议。自2019年落户青岛以来，论坛已连续七年成功举办，吸引了来自十几 ...

相较于9月会议的预测，10月的预测显示截至2028年的实际GDP增长总体小幅增强，这主要反映了预期 潜在产出增长的提升以及金融条件预计将提供更大支撑。2025年后，随着关税上升带来的拖累减弱， GDP增长预计将保持高于潜在水平的态势直至2028年，金融条件将转变为支出的顺风因素。因此，失业 率预计在今年之后逐步下降，随后稳定在略低于工作人员对自然失业率估计值的水平。通胀预测与为9 月会议准备的预测基本相似，预计关税上调将在2025年和2026年对通胀构成上行压力。此后，通胀预计 将回归此前的反通胀趋势。工作人员继续认为预测面临的高度不确定性，理由包括劳动力市场降温、通 胀仍处高位、政府政策变化及其对经济影响的不确定性加剧，以及政府停摆导致的数据获取受限。 美联储最新政策会议纪要显示，尽管多位官员对劳动力市场疲软表示担忧，但认为在年内剩余时间维持 利率稳定可能是适宜之举。 咨询公司RSM首席经济学家JosephBrusuelas解读称，这份纪要"清晰揭示了鹰鸽两派的分歧，文本暗示 鹰派略占上风，他们围绕通胀固化风险提出了具有说服力的论据"。自10月会议以来，经济背景已发生 变化：美国政府停摆结束，就业与通胀等关 ...

人民财讯11月19日电，德勤于11月19日宣布，与香港科技大学计算机科学及工程学系签署合作备忘录， 共同成立"德勤×香港科技大学人工智能实验室"，该验室将聚焦AI相关商业课题等三大范畴，进一步加 强学界与业界的合作。 ...

Core Viewpoint - Guangzhou Italian Pizza Co., Ltd. has been established with a registered capital of 500,000 RMB, focusing on various food-related services and consulting [1] Company Summary - The company is engaged in food e-commerce, specifically selling pre-packaged food [1] - It offers a range of consulting services, including enterprise management, information technology, health consulting (excluding medical services), and project planning [1] - The company is involved in sports-related services, including sports event organization, marketing, and management [1] Industry Summary - The establishment of the company reflects a growing trend in the food and beverage sector, particularly in online sales and health-oriented services [1] - The diverse range of services indicates a strategic approach to capture multiple market segments, including sports and entertainment [1]

天眼查App显示，近日，衡水瑞盛源科技有限公司成立，法定代表人为陈喜胜，注册资本10万人民币， 经营范围为一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广;食品互联网 销售（仅销售预包装食品）;互联网销售（除销售需要许可的商品）;食品用塑料包装容器工具制品销售; 直饮水设备销售;家用电器销售;食品销售（仅销售预包装食品）;农产品的生产、销售、加工、运输、贮 藏及其他相关服务;农产品智能物流装备销售;农副食品加工专用设备销售;科技中介服务;信息咨询服务 （不含许可类信息咨询服务）;心理咨询服务;健康咨询服务（不含诊疗服务）;教育咨询服务（不含涉许 可审批的教育培训活动）;咨询策划服务;企业管理咨询（除依法须经批准的项目外，凭营业执照依法自 主开展经营活动）许可项目：食品销售;食品互联网销售;现制现售饮用水（依法须经批准的项目，经相 关部门批准后方可开展经营活动，具体经营项目以批准文件或许可证件为准）。 ...

Core Viewpoint - Willdan Group (WLDN) has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive outlook driven by an upward trend in earnings estimates [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system emphasizes the importance of earnings estimate revisions, which are strongly correlated with stock price movements [4][6]. - Institutional investors often react to changes in earnings estimates, leading to significant stock price movements based on their buying or selling activities [4]. Company Performance and Outlook - The upgrade reflects an improvement in Willdan's underlying business, suggesting that investors may push the stock price higher due to this positive trend [5]. - For the fiscal year ending December 2025, Willdan is expected to earn $4.13 per share, with a 12.5% increase in the Zacks Consensus Estimate over the past three months [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7]. - Willdan's upgrade places it in the top 5% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10].

Core Insights - The report by KPMG indicates that China's GDP growth for the first three quarters of 2025 is 5.2%, which is 0.4 percentage points higher than the same period last year, showing good progress towards the annual growth target of around 5% [1] - In the third quarter, the focus of policies shifted towards "anti-involution," resulting in a GDP growth rate of 4.8%, a decline of 0.4 percentage points from the second quarter [1] - The implementation of "anti-involution" policies has limited investment momentum for most enterprises, leading to a contraction in investment demand while controlling supply [1] Economic Support Factors - Two main supportive factors for economic performance in the fourth quarter are identified: the easing of trade tensions, which positively impacts foreign trade performance and business expectations, and a renewed focus on domestic demand in macroeconomic policies to mitigate the effects of "anti-involution" [1] - The fiscal measures include the completion of 500 billion yuan in policy financial tool allocations and an additional 500 billion yuan in local government debt quotas to support project construction and debt repayment [1] - Recent monetary policy actions have included the resumption of bond purchasing operations, indicating a coordinated effort between fiscal and monetary policies to enhance domestic demand, particularly in investment [1]

Core Points - The eighth round of the UK-Switzerland free trade agreement (FTA) negotiations took place from October 20 to 24, 2023, in Switzerland, reaching an agreement on the competition chapter [1] - Switzerland ranks as the UK's tenth largest trading partner, with bilateral trade expected to exceed £45 billion in 2024 [1] - UK service exports to Switzerland are over £18 billion, making Switzerland the UK's sixth largest service export market [1] Trade Agreement Details - The core focus of the upgraded FTA is on service trade, with trade in financial, consulting, legal, and transportation sectors amounting to approximately £28 billion [1] - In 2020, the bilateral service trade created around 130,000 jobs in the UK [1] - The UK government believes that the upgraded FTA will promote economic growth, support UK businesses, create job opportunities, and enhance the welfare of UK citizens [1] Future Negotiations - The ninth round of negotiations is expected to take place in early 2026 in the UK [1]

Core Insights - Accenture's CEO announced a significant workforce reduction, with over 10,000 employees laid off in three months due to the inability to adapt to AI skills [1] - The rise of generative AI is reshaping the skill requirements in industries traditionally reliant on human labor, such as consulting and advertising [1][2] - Major companies like Nestlé and Procter & Gamble are also cutting jobs, indicating a broader trend across consumer brands [2] Group 1: Impact on Industries - The consulting and advertising sectors are experiencing the most significant job cuts, as AI begins to take over core tasks previously performed by humans [2] - The advertising industry is particularly affected, with many companies reducing middle and junior creative roles due to the efficiency brought by generative AI [4] - AI Agents are becoming essential infrastructure in advertising, leading to reduced creative support needs and fewer jobs in the supply chain [4] Group 2: Job Restructuring and AI Integration - The automation of processes in programmatic advertising has shielded it from the job cuts seen in other areas, as these processes were already moving towards automation [5] - Job cuts are not merely about replacing humans but reflect a strategic restructuring to integrate AI into workflows, enhancing efficiency [6][9] - Companies are transitioning roles from traditional execution to AI collaboration and oversight, indicating a shift in job functions rather than outright replacement [10][12] Group 3: Future Trends and Organizational Changes - The trend of layoffs is not one-sided; companies like Microsoft are also considering rehiring for AI-driven roles, suggesting a dynamic adjustment in workforce needs [10] - The advertising industry is moving towards a decentralized model where individual roles will emphasize cross-functional skills and AI collaboration [12][14] - The ongoing adjustments in workforce structure highlight the need for companies to balance efficiency with strategic decision-making capabilities [14]

Core Insights - Multinational companies exhibit strong confidence in China's economic growth, with over 50% of surveyed firms optimistic about growth by 2025, increasing to 64% in the next three to five years [1] - China is advancing industrial upgrades and increasing research and innovation, which strengthens its path towards high-quality development despite global economic uncertainties [1] - Confidence in revenue growth for the next three to five years is notably high, with 67% of multinational companies expressing moderate confidence, aligning with China's recent economic optimism [1] Group 1 - The Chinese market is viewed as mature yet rapidly growing, with a growth rate of around 5%, making it unique compared to other large-scale markets [2] - Multinational companies are focusing on investing in their R&D teams to compete with local technology teams and keep pace with China's development [2] - Companies are encouraged to concentrate on their core competencies rather than directly competing with local rivals, especially in areas like digitalization and AI [2] Group 2 - The ongoing higher-level opening up of China allows companies to export high-tech and high-quality products overseas [2] - KPMG emphasizes the importance of localized understanding and insights for multinational companies to make informed investment decisions in China [2] - KPMG's participation in the China International Import Expo reflects its commitment to contributing to China's economic development and fostering innovation in the industrial ecosystem [2]