值得关注的是，据世贸组织与IMF共同开发的关税数据分析平台监测，截至9月中旬，美国对全球产品 的贸易加权平均关税税率已从年初的2.44%攀升至17.9%。 这份经济报告揭示了美国当前面临的双重挑战：短期来看，关税政策的成本传导效应正在持续发酵；长 期而言，劳动力市场结构性失衡与技术替代的叠加影响值得警惕。当保护主义政策与产业升级转型形成 共振，政策制定者需要在控制通胀与维持增长之间寻求更精细的平衡。 调查同时发现，多个储备区对经济前景预期趋于谨慎，认为不确定性因素可能抑制经济活动。有区域特 别指出，若出现政府长期停摆情况，将对经济增长构成实质性威胁。 就业市场呈现复杂态势：一方面各行业劳动力需求普遍疲软，因应经济前景不明与人工智能技术投入增 加，企业更多采用裁员及自然减员方式控制用工规模；另一方面受移民政策调整影响，酒店、农业、建 筑等劳动密集型行业出现用工短缺现象。 此次调研数据将作为美联储下阶段货币政策决策的重要依据。该机构每年定期发布八次同类经济评估报 告。 根据美国联邦储备委员会10月15日公布的最新区域经济调查结果，在9月初至10月中旬期间，全美各地 持续面临物价上涨压力，其中进口关税政策被明确列为 ...

在餐饮消费侧，在双11首日消费热潮拉动下，多地、多品类订单呈现爆发式增长。10月15日，淘宝闪购 上多个重点品类订单量实现同比大幅跃升，其中咖啡订单增长800%，超市便利订单增长670%，饮品品 类增长270%，烘焙品类增长250%、水果生鲜品类增长220%。 从城市消费看，夜间热度也被双11首日点燃，淘宝闪购上全国270个城市夜宵订单量同比增长超200%。 其中呼和浩特、贵阳、南宁、徐州、中山等三四线城市增长爆发惊人，同比增长达到800%、590%、 490%、470%、430%，位列全国城市订单增幅位居全国前五。核心城区与人口密集新区成为夜间消费的 主要承载地，城市烟火气十足。 新浪科技讯 10月16日下午消息，双11大促于10月15日晚8点正式开启，淘宝闪购作为今年"吃喝玩乐购 尽在双11"的主力军之一，首日即迎来爆发式增长：多个品类同比增长2倍以上，七成以上城市夜宵增长 超200%。 今年双11，平台通过"千万免单"、"88VIP五折外卖"、"淘金币返现"三大全新玩法，全面激活大消费市 场。多项品类消费在双11首日创下新高，大量本地餐饮、零售中小商家正迎来全新的季节性增长机遇。 责任编辑：韦子蓉 在零 ...

（文章来源：北京商报） 北京商报讯10月16日，淘天发布天猫"双11"预售数据。据了解，10月15日晚8点，预售开启后首小时35 个品牌成交破亿，1802个品牌成交翻倍，破亿品牌数、成交翻倍品牌数、活跃用户数均超去年同周期。 斐乐、珀莱雅、修丽可、欧莱雅、SK-II、adidas、安踏、骆驼、耐克、石头、鲜朗等品牌率先迈入"亿 元俱乐部"。 ...

央视网消息：中国物流与采购联合会16日公布9月份中国电商物流指数。中国电商物流指数环比继续上升，继续刷新年内新高。 中国物流信息中心主任刘宇航称："中国电商物流指数是连续7个月保持增长，而且又创了年内的新高，这种连续的回升反映出我们整个社会围 绕电商板块的需求是持续增长的，并且反映了经济的活力持续向好。" 专家表示，多种因素促进需求提升。国庆中秋假期出行筹备叠加换季消费等多元需求，同时9月份还承载开学消费，民众线上消费热情较高。 从线上消费品类看，月饼、文旅、文化传承类等产品销量较好，汽车用品、节日礼品、出行装备等商品销售火热，秋日消费渐成规模。 9月份中国电商物流指数为112.7点，较上月上升0.4点，再创年内新高。分项指数来看，9月份，电商物流总业务量指数为132.5点，较上月上升 1.1点。分地区看，除东部地区外，其他地区均有所回升，中部地区涨幅最大，电商物流总业务量指数较上月上升3.5点。 ...

Group 1 - Trump accuses China of deliberately not purchasing U.S. soybeans, claiming it creates difficulties for American farmers and is an economic hostile act [2] - JD.com is expected to price its new car between 100,000 to 120,000 yuan, indicating a competitive entry into the low-cost vehicle market [3] - Hong Kong's tourism sector shows recovery with over 36 million visitors in the first three quarters, a 12% increase year-on-year, with mainland visitors accounting for 28 million [4] Group 2 - Nomura forecasts that Goldwind Technology will see revenue and profit growth by 2025, with a projected 57% increase in sales supported by strong order reserves [5][6] - The first batch of exhibits from Peru's Chancay Port for the China International Import Expo successfully arrived at Shanghai, facilitated by a "green channel" for customs clearance [7] - NineSight Intelligence completed a multi-million dollar financing round led by Ant Group, expanding its logistics network across various industries in China [8] Group 3 - A report predicts that China's nuclear technology application industry will double in size by 2030, with a projected output of 890 billion yuan in 2024, marking a 27% increase from 2022 [9] - Hangzhou aims to cultivate 50,000 technology-based SMEs and 3,000 "good seedling" enterprises by 2027, enhancing its innovation ecosystem [10] - SHEIN denies allegations of false business information circulating online, asserting that the claims are malicious and that the company will take legal action [11] Group 4 - Bank of China is the first state-owned bank to shut down its independent credit card app, consolidating functions into its main app, reflecting a trend among banks to streamline services [12] - The State Taxation Administration reports that China's manufacturing sector benefited from nearly 1.3 trillion yuan in tax reductions and refunds in the first eight months of the year [13]

Core Points - Zhengzhou East Station has evolved from a busy transportation hub to a significant commercial and cultural center, attracting a large number of travelers and visitors [1][4][12] - The station's connectivity has been enhanced with the opening of the Zhengji High-Speed Railway, allowing for rapid access to various regions within hours [1][12] - The popularity of local brands, such as Mixue Ice City, has turned the station area into a vibrant shopping destination for young travelers [6][9] Group 1: Transportation and Connectivity - Zhengzhou East Station is now the most connected high-speed railway station in China, with over 800 trains operating daily and a peak passenger flow of 235,000 people [1] - The station allows for travel to various provincial capitals and major cities within a few hours, significantly improving regional accessibility [1][12] Group 2: Commercial Development - The station has seen a surge in commercial activities, with Mixue Ice City establishing its global headquarters nearby, attracting many young customers [6][9] - Other notable brands, such as Fat East and Pop Mart, are also setting up shops in the vicinity, indicating a growing trend of commercial development around the station [9][10] Group 3: Cultural and Social Impact - The transformation of Zhengzhou East Station reflects a broader trend of urban revitalization, where transportation hubs become cultural and social hotspots [12] - The station's popularity on social media has contributed to its status as a new cultural landmark, encouraging visitors to explore the city beyond just transit [4][10]

Core Insights - The "Yuhua Hui Lao Shan Lin Zhe" initiative is a community-driven program aimed at enhancing the silver economy by providing discounts and benefits to elderly residents, thereby addressing their diverse needs while supporting local businesses [2][3] Group 1: Community Engagement - The initiative was developed by the Yuhua Public Service Center, which identified the challenges faced by elderly residents, including the need for practical and sustainable benefits [2] - The program involves collaboration with 20 local businesses to form the "Yuhua Public Welfare Alliance," offering discounts ranging from 20% to 95% across various services such as dining, shopping, and healthcare [2][3] Group 2: Business Impact - Since the launch of the discount program, participating businesses have seen an average increase of 40% in elderly customer traffic, demonstrating the effectiveness of targeted promotions [3] - Local merchants have reported improved business performance, with one shop owner noting a 20% increase in customer flow due to a 10% discount offered [3] Group 3: Sustainable Development - The initiative fosters a symbiotic relationship between the community, businesses, and elderly residents, creating a value loop that enhances community cohesion and economic vitality [3] - By integrating community promotion, merchant discounts, and volunteer services, the program effectively addresses the challenges of implementing a silver economy while promoting a "silver-friendly" community governance model [3]

Core Viewpoint - The warning from Jamie Dimon, CEO of JPMorgan Chase, highlights concerns over rising asset prices and the potential for a bubble in AI stocks, as indicated by the latest Bank of America survey which identifies the "AI stock bubble" as the largest tail risk globally for the first time [1][3][4]. Group 1: Warnings from Industry Leaders - Jamie Dimon expressed that many assets appear to be entering bubble territory, suggesting a possible 20% decline in the market [2]. - He noted signs of softening, particularly in employment growth, and emphasized the uncertainties posed by geopolitical tensions, high asset prices, and persistent inflation risks [2]. - Dimon also mentioned the rationale for holding gold, despite questioning whether it is overvalued after significant price increases [2]. Group 2: Bank of America Survey Insights - The October Global Fund Manager Survey by Bank of America identified the "AI stock bubble" as the top tail risk, surpassing concerns about a second wave of inflation and the Federal Reserve losing independence [3][4]. - 54% of respondents believe AI concept stocks have entered bubble territory, with stock allocations rising to an eight-month high and cash allocations dropping to a historical low of 3.8% [5][6]. - A record 60% of respondents expressed concerns over high global stock market valuations [7]. Group 3: Market Dynamics and Investment Trends - The survey indicated that "longing for gold" has become the most crowded trade, with 43% of investors favoring it over the tech giants [8]. - The top three tail risks identified were the AI stock bubble, second wave inflation, and the potential devaluation of the dollar [8]. - Large institutional investors remain bullish, continuing to increase their exposure to riskier assets as they enter the fourth quarter [9]. Group 4: AI Investment Cycle - Major tech companies are initiating a "super investment cycle" in AI, with Google announcing a $15 billion investment in a data center in India and Oracle planning to deploy AMD's AI chips [9]. - Concerns were raised about the disconnect between massive investments in AI and the actual profitability of these companies, with examples highlighting the disparity between spending and revenue [9][10]. - Analysts predict significant growth in profits and revenues for companies like Nvidia, Microsoft, and Google by 2026, which may not be easily achievable [10][11].

这背后，离不开"双节+赛事"的双轮驱动。10月3日，2025/2026四川省城市足球联赛（简称"川超"）迎来资阳 中国牙谷队与泸州窖香队的对决，资阳全市同步设置了12个"第二现场"观赛点，将赛事的火热氛围延伸至城市多 个角落。 随着赛事进程的推进，资阳还积极探索将"赛事流量"转化为"发展增量"的有效路径。 A 消费赛场 资阳方特的标志性景观项目"天府之眼"。资阳方特供图 国庆中秋假期结束，资阳文旅市场交出亮眼"成绩单"。记者从资阳市文化广播电视和旅游局获悉，经第三方 公司大数据测算，10月1日至8日，资阳累计接待游客196.84万人次，实现旅游综合收入7.52亿元，按可比口径计算 分别同比增长20.57%和27.03%。 一场球赛 直接带动消费超850万元 10月3日下午3:30，随着主裁判一声哨响，资阳中国牙谷队对阵泸州窖香队的比赛，在四川音乐学院临空经济 区校区足球场正式开赛，场内助威声随着旗帜挥舞响彻云霄。 与此同时，资阳方特国色春秋、资阳市体育馆、安岳普州文化广场、乐至真红巷文旅街区等文旅地标和商圈 广场化身"第二现场"观赛区，挤满了前来观赛的市民和游客。 "太有意思了，这种观赛体验还是头一次！"在资 ...

10月15日下午，四川省政府新闻办在四川新闻发布厅举行"决胜'十四五' 续写新篇章"系列主题新闻发布会第四场。会上，四川省委改革办专职副主任宋光辉 介绍了四川积极探索、谋划推进的原创性差异化改革。 "'十四五'时期，省委抓改革的一个鲜明特点就是坚持问题导向，努力以改革创新破解发展难题。在省直部门和相关市的共同努力下，这些改革探索取得了 积极成效，相关经验获得国家有关部门宣传推介，引领带动全省改革呈现生机勃勃、充满活力的良好态势。"宋光辉说。 具体而言，在支持成都加快打造国际消费中心城市方面，为发挥好成都作为国家中心城市的辐射带动作用和全省消费格局中的关键支撑作用，2023年7月， 省委、省政府出台支持成都加快打造国际消费中心城市《意见》，省级有关部门和成都市建立协调推进机制、出台年度工作要点、配套制定扩大消费举措， 在深化文商旅体融合发展、擦亮"美食之都"名片、举办世运会等高水平赛事、发展首发经济、激活城市消费氛围、打造重点商圈商街、推动入境便利化等方 面协同发力，推动成都打造国际消费中心城市取得明显进展。 宋光辉介绍，这两年，成都市成功入选国家要素市场化配置综合改革试点、新一轮服务业扩大开放试点等相关重要改 ...