受此消息影响，苹果股价下跌1.1%，市值为2.967万亿美元。6月30日，苹果市值首次收于3万亿美元关 口之上。Alphabet和亚马逊的跌幅均超过2%，微软和特斯拉均下跌超过1%。 上周五晚些时候，纳斯达克证券交易所表示，将对该指数进行"特别再平衡"，"通过重新分配权重来解 决指数过度集中的问题。"在此之后，华尔街最有价值的股票纷纷下跌。 此次调整将在截至7月3日的流通股份的基础上进行， 7月14日将公布变化情况，7月24日开盘前生效。 纳斯达克100指数包括在纳斯达克交易所交易的100家最大公司。该指数的变化将导致跟踪该指数的投资 基金调整其投资组合，并出售在该指数中权重被降低的公司的股票。 华尔街最有价值的公司是今年美国股市复苏的最大赢家，这些公司在纳斯达克100指数、纳斯达克综合 指数和标准普尔500指数中的权重进一步上升。 据报道，当地时间周一，苹果、微软等头部美国企业股价下跌。此前纳斯达克证券交易所表示，将重新 平衡其纳斯达克100指数，以解决该指数"过度集中"的问题。 今年迄今为止，标准普尔500指数上升了15%，而英伟达公司股价飙升了189%，特斯拉上涨了一倍多。 今年，微软、亚马逊和苹果的股 ...

天眼查App显示，近日，常德晶美电子商务有限公司成立，法定代表人为黄翔，注册资本10万人民币， 经营范围为一般项目：互联网销售（除销售需要许可的商品）;化妆品零售;化妆品批发;个人卫生用品销 售;卫生用品和一次性使用医疗用品销售;针纺织品销售;针纺织品及原料销售;日用品销售;日用杂品销售; 日用百货销售;日用品批发;服装服饰零售;服装服饰批发;鞋帽批发;鞋帽零售;互联网数据服务;技术服务、 技术开发、技术咨询、技术交流、技术转让、技术推广;母婴用品销售;信息技术咨询服务;供应链管理服 务;户外用品销售;电子产品销售;企业管理;企业管理咨询（除依法须经批准的项目外，自主开展法律法 规未禁止、未限制的经营活动）。 ...

天眼查App显示，近日，安庆市卓源电子商务有限公司成立，法定代表人为曹平娟，注册资本10万人民 币，经营范围为一般项目：互联网销售（除销售需要许可的商品）；五金产品零售；服装服饰批发；服 装辅料销售；羽毛（绒）及制品销售；羽毛（绒）及制品制造；箱包销售；制鞋原辅材料销售；劳动保 护用品销售；特种劳动防护用品销售；家具销售；皮革制品销售；玩具、动漫及游艺用品销售；办公用 品销售；户外用品销售；母婴用品销售；日用品销售；日用百货销售；针纺织品及原料销售；家用电器 销售；塑料制品销售；包装材料及制品销售；纸制品销售；个人卫生用品销售；家居用品销售；化妆品 零售；母婴生活护理（不含医疗服务）；保健食品（预包装）销售；养生保健服务（非医疗）（除许可 业务外，可自主依法经营法律法规非禁止或限制的项目）。 ...

天眼查App显示，近日，南昌速电热电子商务有限公司成立，法定代表人为喻明，注册资本3万人民 币，经营范围为一般项目：互联网销售（除销售需要许可的商品），家用电器制造，家用电器销售，五 金产品制造，五金产品批发，五金产品零售，电子元器件制造，电子元器件批发，电子元器件零售，灯 具销售，照明器具制造，紧固件制造，紧固件销售（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）。 ...

Group 1 - The Chinese government expressed dissatisfaction with the results of the recent China-Japan consultations, indicating a serious atmosphere during the meeting [2] - Trump hinted that he has decided on the next Federal Reserve Chairman, while also complaining about obstacles to firing current Chairman Powell [3] - Wahaha aims to achieve a revenue increase of 500 million yuan by 2025, rewarding outstanding distributors with gold medals and cash incentives [4] Group 2 - The Chinese Ministry of Foreign Affairs criticized Japan for its Prime Minister's remarks on Taiwan, demanding an immediate retraction and reflection [5] - The Chinese Ministry of Commerce responded to the U.S. modifying patent rules, claiming it discriminates against Chinese companies and violates international obligations [6] - The Chinese government announced financial support measures to boost automobile consumption, particularly for new energy vehicles [11] Group 3 - Macau will continue to distribute 10,000 patacas to eligible permanent residents in 2026, maintaining current cash-sharing measures [12] - The second installment of "Zootopia" is set to release on November 26, with global box office predictions reaching 2 billion USD [13] - The U.S. stock market experienced a significant decline, with the Dow Jones dropping nearly 500 points, driven by concerns over tech valuations [24] Group 4 - The restructuring plan for Suning's 38 companies has been postponed again, requiring the original controlling shareholders to commit personal assets to a trust [22] - Meta's leadership underwent significant changes, with the departure of its Chief Revenue Officer amid pressure to justify its AI strategy [23] - A surge in new rice prices in Japan was reported, with the average price reaching a historical high due to extreme weather conditions affecting rice production [21]

机构认为，结构性机会集中在低位价值补涨。 【财经日历】 第十八届中国-欧盟投资贸易科技合作治谈会（成都，11/19-11/21） 2025年彭博创新经济论坛年会（新加坡，11/19-11/21） 快手发布财报 | 树）盘前必读 | // 外盘怎么样 // | | | --- | --- | --- | | 名称 现价 | | 涨跌幅 | | 道琼斯工业平均 46091.74 -498.50 -1.07% | | | | 纳斯达克指数 | 22432.85c -275.22 - -1.21% | | | 标普500 | 6617.32 -55.09 -0.83% | | 当地时间周二，美国股市继续下行，道指、标普500指数连续第四个交易日下跌。截至收盘，道指跌1.07%，标普500指数跌0.83%，纳指跌1.21%。 科技板块继续成为拖累大盘的主因，"七巨头"股价集体下挫。微软跌2.70%收于493.79美元，亚马逊大跌4.43%至222.55美元；苹果几乎持平，微跌0.01%报 267.44美元；特斯拉跌1.88%至401.25美元；英伟达下挫2.81%报181.36美元；谷歌A类股跌0.26%至284.28 ...

Core Insights - Nanchang Haowu Zhenxuan E-commerce Co., Ltd. has recently been established with a registered capital of 10,000 RMB [1] Company Overview - The legal representative of the company is Zhou Xingren [1] - The business scope includes general projects such as internet sales (excluding items requiring permits), sales of electronic products, retail and wholesale of computer hardware and software, sales of household appliances and their components, sales of audio equipment, sales of electronic components and electromechanical equipment, sales of communication equipment, and sales of mobile communication devices (excluding projects that require approval) [1]

【导读】京东宣布上线京东点评，承诺永不商业化，并推出外卖独立App 中国基金报记者江右 京东还官宣京东外卖独立App上线。京东创始人刘强东表示，初期因为没有App丧失了巨大流量，当时很多人搜京东外卖发现没有App，也不知道外卖业 务在京东主App的"秒送"频道，导致一批老用户在老App里找不到外卖入口。 据介绍，京东点评创新打造AI全网评，不仅整合京东自产评价内容，更借助客观中立的AI技术实现全网信息洞察与聚合分析，对正向、负向评价一视同 仁，全面展现。 京东真榜作为京东点评的首期力作，打造"AI全网评+复购+用户盲测"测评模型，并在全国范围内公开招募10万名京东求真官，进行严格的"买吃分离"盲 测，对菜品进行严格挑选和真实点评，实现万人共荐，不说假话。 其中，复购指标以京东超7亿年活跃用户真实复购量为依据，筛选持续受消费者认可的招牌好物；同时，组建10万名京东求真官进行用户盲测，采用"买吃 分离"机制：菜品随机分配、用户盲吃评价、官方客观记录，从而剥离环境、品牌等外部干扰，使评价完全基于菜品品质。首期盲测活动将率先于北京开 展。 据了解，京东求真官招募不限职业，不限年龄，入选者享有免费吃住玩等权益；也必须遵 ...

Core Insights - Morgan Stanley's total market value of holdings reached $1.65 trillion for Q3 2025, up 7.1% from $1.54 trillion in the previous quarter [1][2] - The firm added 400 new stocks, increased holdings in 3,542 stocks, reduced holdings in 3,456 stocks, and completely sold out of 328 stocks during the quarter [1][2] - The top ten holdings accounted for 21.93% of the total market value [1][2] Holdings Overview - The top five holdings included Microsoft (MSFT) with 120.24 million shares valued at approximately $62.28 billion (3.77% of the portfolio), Nvidia (NVDA) with 323 million shares valued at $60.26 billion (3.65%), Apple (AAPL) with 229 million shares valued at $58.34 billion (3.53%), Amazon (AMZN) with 163 million shares valued at $35.76 billion (2.16%), and Google (GOOGL) with 122 million shares valued at $29.64 billion (1.79%) [3][4] Trading Activity - The top five purchases by percentage change in the portfolio were Invesco QQQ Trust (QQQ), SPDR S&P 500 ETF (SPY), Invesco MSCI USA ETF (PBUS), Vanguard S&P 500 ETF (VOO), and Johnson & Johnson (JNJ) [5][6] - The top five sales included Visa (V), Meta Platforms (META), Accenture (ACN), Costco (COST), and Salesforce (CRM) [5][6] Sector Movements - Morgan Stanley increased its positions in major energy companies ExxonMobil (XOM) and Chevron (CVX) during Q3, despite concerns over supply surplus [7]

天眼查App显示，近日，宿迁耕然电子商务有限公司成立，法定代表人为孙盛娟，注册资本10万人民 币，经营范围为一般项目：互联网销售（除销售需要许可的商品）；塑料制品销售；日用百货销售；日 用品销售；日用品批发；农用薄膜销售；新型膜材料销售；金属结构销售（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）。 ...