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前瞻全球产业早报:我国风电装机连续15年第一
Qian Zhan Wang· 2025-10-22 01:00
Group 1 - The establishment of the Technology Service Industry Standardization Technical Committee by the Ministry of Industry and Information Technology aims to enhance the standardization level of the technology service industry [2] - Guangdong Province has issued an action plan for high-quality development of manufacturing empowered by artificial intelligence, focusing on building data sets and promoting industrial internet big data centers [2] - Zhejiang Province aims to achieve over 90% application rate of intelligent agents by 2030, fostering new technologies and business models [3] Group 2 - NIO delivered over 10,000 vehicles in a week, with the L90 model achieving a record delivery of over 3,500 units [3] - Yushun has launched a quadruped robot training platform aimed at enhancing engineering practice capabilities for students [4] - The Chang'e 6 mission has identified impact remnants from CI-type carbonaceous chondrites in lunar soil samples, contributing to understanding the source of lunar water [4] Group 3 - Meituan's Keeta is expanding its international talent recruitment, offering high-paying positions in various countries [5] - Kweichow Moutai has denied rumors of opening 650 new specialty stores, labeling the information as false [5] - CATL plans to build over 2,500 battery swap stations across more than 120 cities by 2026 [6] Group 4 - China's battery production for the first nine months of the year has increased by 44% year-on-year, with a total output of 1,122 GWh [7] - China maintains its position as the world's largest wind power installation market for 15 consecutive years, with a total installed capacity of 580 million kW [7] - Volvo has introduced a free home charging plan for new electric vehicle buyers in Sweden [8] Group 5 - Elon Musk claims that SpaceX is the only company capable of completing NASA's lunar missions, emphasizing competition and innovation in the space sector [9][10] - Archer Aviation has signed an agreement with Korean Air to introduce eVTOL aircraft in South Korea [10] - Science Corporation has reported successful clinical trial results for its retinal implant, restoring vision to blind patients [11] Group 6 - A new record for human genome sequencing speed has been achieved, allowing for rapid clinical applications [12] - The U.S. and Australia have signed a key minerals agreement valued at $8.5 billion [13] - The SEC's company filing database experienced intermittent outages, affecting access to critical financial information [14] Group 7 - The surge in gold prices has led to a high demand for gold bars in South Korea, with some banks suspending sales [14] - China's overseas box office revenue for films has already surpassed the total for the entire year of 2024, reaching $140 million by October 20, 2025 [15] - "Zhongzhi Keyi" has completed over 100 million A-round financing [16]
暴涨!2天涨超450%,人造肉第一股又火了
Zheng Quan Shi Bao· 2025-10-22 00:27
当地时间周二(10月21日),美国股市三大股指收盘涨跌不一。其中,道琼斯工业指数盘中一度创出历史新高。 人造肉第一股又火了。 受到国际金价大跌影响,美股市场黄金股集体重挫,其中,盎格鲁黄金跌逾11%,金罗斯黄金跌逾11%,巴里克黄金跌逾9%。 值得一提的是,人造肉第一股Beyond Meat在周一(10月20日)大涨127%后,周二再度大涨,截至收盘,该股上涨146.26%,近两个交易日股价累计涨幅 超过450%。盘后该股涨超20%。 道指盘中再创历史新高 当地时间周二,美国股市三大股指收盘涨跌不一。截至收盘,道琼斯工业指数涨0.47%,报46924.74点,盘中一度创出历史新高;标普500指数收平,报 6735.35点;纳斯达克指数跌0.16%,报22953.67点。 美股大型科技股表现分化,亚马逊涨超2%,苹果、微软、Meta均小幅上涨,特斯拉跌逾1%,谷歌A跌逾2%。 美股金融股全线收跌,其中,摩根士丹利、摩根大通、花旗集团、美国银行、富国银行跌幅均超过1%,伯克希尔哈撒韦、高盛跌幅不足1%。 航空股多数收涨,美国航空涨超1%,达美航空、西南航空涨幅均不足1%,联合航空跌逾1%。 中概股多数下跌,纳斯达 ...
从科创高地迈向“星辰大海”
Xin Hua Ri Bao· 2025-10-21 23:15
Core Insights - The 2025 Galaxy Science Fiction Conference concluded in Chengdu, revealing the winners of the 36th Galaxy Awards, highlighting the achievements of Jiangsu authors in the science fiction genre [1][2] - The success of authors Wang Yanzhong and Liu Maijia reflects Jiangsu's rich cultural heritage and its supportive environment for science fiction creation, showcasing the synergy between technological innovation and literary creativity [1][2] Group 1: Author Achievements - Wang Yanzhong won the Best Short Story Award for "Behind the Sun," showcasing the connection between his work and Jiangsu's cultural landscape [1] - Liu Maijia received the Best Newcomer Award, emphasizing her scientific approach to writing, which aligns with Jiangsu's strong innovation ecosystem [2] Group 2: Jiangsu's Cultural and Technological Landscape - Jiangsu's deep-rooted cultural heritage provides a solid foundation for science fiction, allowing authors to blend historical context with futuristic imagination [1][3] - The province's robust scientific research institutions and innovation platforms facilitate collaboration between scientists and writers, enhancing the quality of science fiction literature [2] Group 3: Impact of Science Fiction - The rise of science fiction in China parallels national development, with rapid technological advancements and space exploration capturing global attention [2] - Science fiction serves as a new medium for Jiangsu's cultural continuity, merging fantasy with historical depth, and fostering a forward-looking cultural identity [3] - The genre stimulates curiosity in science among youth, potentially driving future innovation and economic growth [3]
前三季度第一个公开GDP的省份出来了!四川省达到了49322.2亿元
Sou Hu Cai Jing· 2025-10-21 17:52
Core Insights - The economic performance report for the first three quarters of 2025 in Sichuan Province shows a GDP of 49,322.2 billion yuan, with a nominal growth rate of 4.93% and a quarterly increase of 844 billion yuan, indicating a strong economic start [1] - The report highlights the resilience of the western economic powerhouse, with over 60% of the quarterly growth driven by major industrial clusters such as "Electric Sichuan" and "Crystalline Silicon Photovoltaics" [1] - The establishment of the first national laboratory in the western region and breakthroughs in quantum internet technology are expected to attract more tech companies and enhance innovation [3] Economic Growth Drivers - Major projects and infrastructure investments have led to a strategic leap in construction, with 97 significant projects initiated in the third quarter, contributing to a 7.2% increase in fixed asset investment [4] - The clean energy capacity in Sichuan has surpassed 120 million kilowatts, supported by the commissioning of the world's highest-altitude photovoltaic power station [4] - The introduction of innovative policies, such as the "tax-electricity index," has facilitated technological upgrades across 26 industries [4] Consumer Market Dynamics - The consumer market has shown structural recovery, with 120 million tourists visiting during the extended holiday period, generating over 80 billion yuan in cultural and tourism revenue [5] - The sales of new energy vehicles surged by 65% year-on-year in the third quarter, with a penetration rate reaching 38% due to updated purchase subsidy policies [5] Regional Development and Transformation - The report indicates a profound transformation in regional development, with Sichuan's green industrial value-added ratio rising to 32% under the dual carbon goals [6] - The core revenue of the digital economy has exceeded 750 billion yuan, maintaining double-digit growth for eight consecutive quarters [6] - Sichuan's economic strategies are contributing to the broader national goal of coordinated regional development, positioning the province as a model for economic transformation and upgrading in China [6]
黄金、白银又现震荡 “东南亚小腾讯”剑指万亿市值 | 今夜看点
Xin Lang Cai Jing· 2025-10-21 12:57
智通财经10月21日讯(编辑 史正丞)在美股大公司财报整体预喜的支撑下,美股周二盘前维持横盘震荡的状 态。随着美元连续第三日走强,黄金、白银等资产出现显著调整。 截至发稿,纳斯达克100指数期货(2512合约)跌0.05%,标普500指数期货涨0.01%,道指期货涨0.02%。 现货黄金从北京时间周二15时后开始一波显著跳水,日内从每盎司4381美元的历史高点回落至4220美元。虽然 没有明确的驱动事件,但历史新高位置的获利盘抛压、地缘局势出现缓和迹象、印度季节性购买结束,以及美 元走强都对金价形成牵制。 对于黄金未来的走势,分析师表示接下来要看观望的买盘是否有进场迹象。瑞银商品分析师Giovanni Staunovo 解读称:"在我看来,仍有许多市场参与者未参与(黄金)此轮涨势,他们正等待价格回落时进场,这会限制 金价的下行空间。" 现货白银跌超5%。交易商和分析师表示,随着海外白银流入量增加,伦敦现货市场的白银流动性压力已经得 到缓解。 截至周二盘前,美股财报季对市场起到了支撑作用。周二盘前披露财报的GE航天航空、可口可乐、通用汽车 都给股民们带来了好消息。周二盘后,互联网流媒体平台奈飞将披露财报,拉开科 ...
每日投行/机构观点梳理(2025-10-21)
Jin Shi Shu Ju· 2025-10-21 10:14
Group 1 - Morgan Stanley suggests shorting the dollar in a "blonde girl" environment where US stocks rise while Treasury losses are controlled [1] - Bank of America warns that tightening credit conditions may trigger passive selling, indicating potential bear market signals for the stock market [1] - Goldman Sachs expects a 0.3% month-on-month increase in both overall and core CPI for September, maintaining core inflation around 3.1% [2] Group 2 - Societe Generale indicates that a mild recession in the US could lead to a weaker dollar due to potential rate cuts [3] - UBS believes that the Bank of Japan is likely to raise interest rates in the coming months, supported by rising long-term inflation expectations [4] - Citigroup does not anticipate that the new Japanese Prime Minister will pressure the Bank of Japan to avoid rate hikes, given the current economic context [5] Group 3 - Goldman Sachs predicts Brent crude oil prices will drop to $52 per barrel by Q4 next year, citing inventory increases and refining margins [8] - Singapore Bank notes that investors may still be keen to increase gold allocations during price pullbacks, raising their 12-month gold price forecast to $4,600 per ounce [9] - Canadian banks forecast record corporate earnings for Q3, supporting the Toronto stock market's upward trend [10] Group 4 - Huachuang Securities reports a recovery in fund allocations to credit bonds, suggesting opportunities in 4-5 year maturities [11] - Galaxy Securities highlights a market style shift benefiting the food and beverage index, with a focus on new consumption trends [12] - CITIC Securities observes a divergence in economic data for September, with production remaining resilient while demand indicators decline [13] Group 5 - CITIC Securities notes that recent adjustments to Hainan's duty-free shopping policy could boost sales, enhancing consumer experience and increasing foot traffic [14] - CITIC Securities also reports advancements in solid-state battery technology, which may accelerate the commercialization process [15]
吉祥航空(603885.SH):东航产投累计减持939.75万股股份
Ge Long Hui A P P· 2025-10-21 09:51
格隆汇10月21日丨吉祥航空(603885.SH)公布,公司于2025年10月21日收到持股5%以上股东东航产投的 告知函,因自身业务安排及需要,东航产投于2025年10月15日至2025年10月21日,通过集中竞价交易方 式累计减持公司股份939.75万股,占公司总股本的比例由13.35%减少至12.92%,权益变动触及1%刻 度。 ...
亚马逊云服务中断:12 小时瘫痪全球互联网,暴露集中化隐忧
Sou Hu Cai Jing· 2025-10-21 09:44
凌晨 3:11:AWS状态页面首次报告 US-East-1 区域故障,核心数据库服务DynamoDB出现域名系 统(DNS)异常。作为支撑 70 余项 AWS 服务的 "中枢神经",DynamoDB的DNS问题直接导致域 名无法转换为 IP 地址,服务请求陷入瘫痪。 凌晨 5:01:AWS确认故障已扩散至超 70 项服务,启动多路径并行修复,但未披露具体故障点。 此时,亚马逊官网、Alexa 语音助手已出现大面积访问失败。 早上 6:35:AWS突发 "误报",宣称 DNS 问题 "完全解决",但Downdetector平台的故障报告量仍 在飙升,迪士尼 +、Reddit 等平台用户投诉量突破 10 万条。 下午 1:30:EC2服务在部分区域出现恢复迹象,但实例启动错误率仍达30%。亚马逊仓库员工反 馈,内部调度系统持续离线,装卸区货物堆积如山。 下午 4:52:AWS承认存在"任务积压",预计两小时内处理完毕。此时距故障发生已超13小时,英 国政府官网、劳埃德银行等仍未恢复服务。 晚间 7:15:经核查,AWS核心服务于该时段逐步恢复,但第三方卖家平台"Seller Central"等非核 心服务中断至次 ...
36氪晚报|现货黄金跌破4300美元;日本称正稳步减少对俄罗斯液化天然气的依赖;沃尔沃汽车在瑞典推出免费家用充电计划
3 6 Ke· 2025-10-21 09:36
大公司: 法国航空:2025-26年冬季长途运力将提升3% 10月21日,法国航空宣布,今年冬季(11月至次年3月)将每日运营近800个航班,飞往全球近170个目 的地。法航称,其长途航线的运力(以可用座位公里数计算)将增长3%。(界面) 联合利华因美国政府停摆调整梦龙分拆时间表 联合利华10月21日宣布,鉴于美国联邦政府持续停摆,将调整旗下梦龙冰淇淋公司的分拆时间表。分拆 的准备工作正按计划顺利推进,联合利华仍致力于并有信心在2025年完成分拆。此次时间表调整源于美 国证券交易委员会目前无法批准梦龙冰淇淋公司股份在纽约证券交易所上市交易所需的美国注册声明生 效。(界面) 日本9月PC出货量同比增长86.4% 达144.5万台 日本电子信息技术产业协会(JEITA)21日公布的数据显示,9月份日本个人电脑(PC)出货量同比增 长86.4%,达144.5万台。日本企业和个人用户都在提前更换微软Windows 10即将停止支持(已于10月14 日终止)的设备。(新浪财经) 蔚来公司单周交付破万,乐道L90销量创新高 36氪获悉,蔚来公司上周交付破万,其中蔚来超4千、乐道超5K、萤火虫超1.5K,其中L90单周交付 ...
美国封存稀土矿23年,如今90%依赖中国,求取消限制被拒
Sou Hu Cai Jing· 2025-10-21 09:27
前言 10月,特朗普在白宫宣称"关税等于国家安全",将贸易摩擦推向新高。 然而,这位曾开出长长购物清单的总统,如今只剩一个要求:中国必须停止稀土出口限制,可面对这个"唯一"的请求,中国外交部只用五个字就关上了谈判 大门。 一边是声嘶力竭的"国家安全"论,一边是云淡风轻的"已阐明立场",美国为何突然变得如此"卑微"?中国的底气又从何而来? 白宫的"最后通牒" 历史的车轮滚滚向前,霸权的黄昏似乎总伴随着相似的剧本。 特朗普在白宫接见共和党议员时,突然抛出那句"如果不征收关税,美国将不再安全"的言论,其冲击力不亚于在平静的湖面投下一颗巨石。 这番话,与其说是政治宣言,不如说是一声绝望的呐喊。 熟悉他的人不会感到意外,但背后的复杂图景却远比表面看起来更加深邃。 这实质上暴露了特朗普对自身执政信心的动摇,贸易战打了四年,美国企业的成本在上涨,盟友的不满在增加,关键选区的农业州也未能因他"要中国多买 大豆"的交易策略而受益。 贸易战,不仅没让中国妥协,反而让特朗普在国内的支持率一度滑落。 与其说这是一句政治口号,不如说是他的"政治求生术",特朗普清楚,关税虽然是把双刃剑,但至少还能拿来"吓唬人"。 数据显示,2018年以 ...