文 | 银行螺丝钉 （转载请注明出处） 大家双节快乐～ 8天的国庆、中秋假期就要结束了。 假期里也有很多朋友盼着大盘开门交易。 假期里，A股没有交易，A股指数估值没有变化，还是节前的4.1星。 不过假期里港股等资产是有波动的。 按照惯例，假期后也会更新下估值表。 1. 港股 港股上周整体上涨，不过本周周一、周三港股下跌。 整个假期里港股涨跌波动不大。 港股科技股表现比较坚挺，恒生科技指数上涨0.75%。 港股假期里的涨幅，不会丢失，会在节后也就是10月9日的基金净值中体现出来。 即，10月9日港股基金净值，会更新「假期里涨跌幅」+「10月9日当天港股涨跌幅」。 2. 美股及其他海外市场 假期里，全球股票市场微涨。 美股上周上涨，本周一周二略微下跌。 恒生指数下跌0.1%，H股指数下跌0.33%。 标普500略微上涨0.39%，波动不大。 3. A股 A股假期里没有交易。 不过海外市场有追踪A股的品种。 可以看作海外投资者，认为假期里A股的涨跌情况。 假期里，富时A50指数股指期货，略微下跌0.13%。 A50指数类似国内的MSCI A50、中证A50，是超大盘股的代表。 美股场内的沪深300指数基金，假期里略 ...

Market Overview - U.S. stock futures are higher, with Dow futures gaining approximately 100 points [1] Quantum Computing Inc. - Quantum Computing Inc. (NASDAQ:QUBT) raised $750 million from institutional investors through a market-priced private placement led by top shareholders [1] - Shares of Quantum Computing fell sharply by 11.7% to $21.70 in pre-market trading [1] Other Stocks in Pre-Market Trading - Rich Sparkle Holdings Ltd (NASDAQ:ANPA) dropped 15% to $22.10 after a 10% decline on Friday [3] - Nordic American Tankers Ltd (NYSE:NAT) decreased by 7.8% to $3.07 [3] - Smurfit WestRock PLC (NYSE:SW) fell 5.8% to $39.54 [3] - Mesoblast Ltd (NASDAQ:MESO) declined 5.2% to $17.45, despite an 8% gain on Friday following the announcement of Ryoncil receiving a J-Code from Medicare & Medicaid Services [3] - Invesco Mortgage Capital Inc (NYSE:IVR) decreased by 4.4% to $7.42 [3] - Inventiva ADR (NASDAQ:IVA) fell 4.2% to $6.26 after appointing Andrew Obenshain as CEO [3] - International Paper Co (NYSE:IP) dropped 4.2% to $45.21 ahead of its third-quarter earnings release on October 30 [3] - Lufax Holding Ltd – ADR (NYSE:LU) fell 3.7% to $3.85 after an 8% decline on Friday [3] - Larimar Therapeutics Inc (NASDAQ:LRMR) decreased by 3.3% to $4.71 after a 14% jump on Friday [3]

今天大盘低开高走，整体上涨。 截止到收盘，还在4.2星。 文 | 银行螺丝钉 （转载请注明出处） 大中小盘股都上涨。 创业板指数大幅上涨，收盘点数创下今年新高，距离高估也很接近。 证券指数也大幅上涨，目前到了正常偏高的估值。 港股比较强势，港股科技股上涨较多。 马上就是国庆+中秋假期了。 1. 也有朋友问，几类基金，最晚啥时候买，算是假期之前买入的？ （1）货币基金 9月29日周一下午15点之前，算假期前买入。 （2）债券基金 9月30日周二下午15点之前，算假期前买入。 债券基金，假期里也可以收获到债券的利息等收益。 只不过假期里，债基不会每天更新净值，会在假期回来后的第一个交易日，统一更新。 其实我们不会因为假期，就卖出手里的基金的。 这点在短债基金上比较明显。例如90天组合，一般在春节、国庆假期回来后第一个交易日晚上，会把假期的收益也一并更新。 不过90天投顾组合，本身对投资周期也有要求。最好是持有一段时间，例如1-3个月以上，毕竟债券基金短期里还是会有少量波动。 如果9月29日错过了货币基金，那可以考虑在9月30日下午3点之前，用短债基金来获得国庆假期的收益。 （3）股票基金 9月30日周二下午15点 ...

Core Viewpoint - The article emphasizes the importance of service consumption as a driver of economic growth and a means to enhance the quality of life for citizens, particularly in the context of upcoming holidays and recent policy initiatives aimed at stimulating this sector [1][2]. Group 1: Policy Initiatives - Various government departments have introduced measures to expand service consumption and upgrade urban convenience services, aiming to boost consumer confidence and spending [1]. - New initiatives include encouraging the introduction of international sports events, relaxing market access in high-end medical and leisure sectors, extending operating hours for popular cultural venues, and launching vocational training for domestic service workers [2]. Group 2: Consumer Engagement - To activate consumption, it is crucial to improve the service environment and increase the supply of quality, inclusive services, addressing issues of oversupply in low-end and homogeneous services while enhancing specialized and personalized offerings [2]. - The government has implemented a series of policies, including the introduction of silver tourism trains and a 500 billion yuan service consumption and elderly care relending program, to stimulate consumer spending [2]. Group 3: Focus on Public Needs - The article highlights the necessity of aligning service supply with the real needs and expectations of the public, ensuring that consumer demands are met to effectively ignite the service consumption engine [2].

Core Insights - Shenzhen's foreign trade has shown continuous improvement, with monthly import and export figures increasing for three consecutive months, indicating a positive trend in the external trade environment [1] Group 1: Trade Performance - In the first eight months of the year, Shenzhen's total import and export volume reached 2.96 trillion yuan, marking a year-on-year growth of 0.3% [1] - Exports totaled 1.79 trillion yuan, experiencing a decline of 4.8%, but the rate of decline has narrowed by 0.6 percentage points compared to the previous month [1] - Imports amounted to 1.17 trillion yuan, reflecting a growth of 9% [1] - In August alone, Shenzhen's total import and export volume was 379.85 billion yuan, an increase of 2.8%, with exports at 232.29 billion yuan (up 0.7%) and imports at 147.56 billion yuan (up 6.5%) [1] Group 2: Tax and Trade Structure - Shenzhen taxpayers processed export tax refunds totaling 80.12 billion yuan in the first seven months, a year-on-year increase of 20.7%, surpassing the national average [1] - The growth in tax refunds was particularly strong in emerging markets, service trade, and cross-border e-commerce, with these sectors seeing over 50% year-on-year growth [1] Group 3: Trade Composition - General trade accounted for over half of Shenzhen's trade, with 1.62 trillion yuan in imports and exports, representing 54.6% of the total [2] - Private enterprises contributed nearly 70% of the total trade volume, with their imports and exports reaching 2.06 trillion yuan [2] - The top ten trading partners accounted for 78.1% of Shenzhen's total trade, with significant growth in trade with Hong Kong, Taiwan, and Japan [2] Group 4: Export and Import Dynamics - The export of mechanical and electrical products reached 1.35 trillion yuan, growing by 4.6% and making up 75% of total exports [3] - Traditional electronic information products, such as computers and integrated circuits, showed strong export growth, with integrated circuits increasing by 40.2% [3] - Imports of mechanical and electrical products totaled 949.16 billion yuan, with integrated circuits and computer components seeing substantial growth [3]

Core Insights - Shenzhen's foreign trade has shown continuous improvement, with imports and exports increasing for three consecutive months, indicating a positive trend in the region's trade dynamics [1][2]. Group 1: Trade Performance - In August, Shenzhen's total import and export value reached 379.85 billion yuan, marking a 2.8% increase, with exports at 232.29 billion yuan (up 0.7%) and imports at 147.56 billion yuan (up 6.5%) [1]. - For the first eight months of the year, Shenzhen's cumulative import and export value was 2.96 trillion yuan, a year-on-year increase of 0.3%, with exports totaling 1.79 trillion yuan (down 4.8%) and imports at 1.17 trillion yuan (up 9%) [1]. Group 2: Trade Structure - General trade accounted for over half of Shenzhen's trade, with a total of 1.62 trillion yuan, representing 54.6% of the total trade value. Bonded logistics grew by 12.6%, reaching 800.78 billion yuan [3]. - Private enterprises contributed nearly 70% of the total trade, with their import and export value at 2.06 trillion yuan (69.6%), while foreign-invested enterprises saw an 11.6% increase to 788 billion yuan (26.6%) [3]. Group 3: Trade Partners and Products - The top ten trading partners accounted for 78.1% of Shenzhen's total trade, with a combined value of 2.31 trillion yuan, reflecting a 2.8% increase [3]. - Exports of mechanical and electrical products reached 1.35 trillion yuan, growing by 4.6%, with significant contributions from traditional electronics and emerging industries [4]. Group 4: Import Dynamics - Imports of mechanical and electrical products totaled 949.16 billion yuan, increasing by 12.5%, with integrated circuits alone accounting for 519.68 billion yuan (up 18.8%) [4].

中国发展网讯 记者明慧报道 2025年9月14日，北京首钢国际会展中心1号展馆内科技之光璀璨。作为 2025中国国际服务贸易交易会（以下简称"服贸会"）的核心主题论坛之一，以"科技创造 美好未来"为 主题的"第四届世界前沿科技大会"在此召开。 大会邀请了多国专家学者、政府机构代表、国际组织和社团机构代表及国际友好人士等共聚一堂，围绕 全球科技资源整合与创新价值落地展开深度对话，为推动中国科技走向世界注入新动能。 本届大会上，世界前沿科技大会组委会隆重发布了世界前沿科技大会云网（以下简称"云网"）。云网融 合了元宇宙展厅、AR智能交互技术、智能会议系统、MR混合现实技术和区块链技术。无论参与者身处 全球何处，皆能打破时空界限，身临其境参与大会交流，打造"永不落幕的世界前沿科技大会"，为大会 后续常态化科技交流奠定基础。大会决定，从本届世界前沿科技大会起，大会将不定期在"世界前沿科 技大会云网"、世界前沿科技大会网站和公众号、科促会官网和公众号发布推荐国内外可产业化的项 目，为企业和科研单位服务。 "SINO（中国）预印本"平台启动，构建开放科学新生态 大会期间，中国国际科技促进会与国际信息发展（300469）组 ...

1、培育服务消费促进平台 9月16日，商务部等9部门对外发布《关于扩大服务消费的若干政策措施》。提出五方面19条举措，包 括： 开展"服务消费季"系列促消费活动 支持优质消费资源与知名IP跨界合作 因地制宜延长热门文博场馆、景区营业时间，优化预约方式，鼓励推行免预约 优化学生假期安排，完善配套政策 增加优质服务供给 更好满足人民群众多样化服务消费需求 全文如下： 服务消费是促进民生改善的重要支撑，也是消费转型升级的重要方向，在推动经济高质量发展中发挥重 要作用。为贯彻落实党中央、国务院决策部署，更大力度提振消费、扩大内需，提出以下措施。 （一）实施服务消费提质惠民行动。印发《服务消费提质惠民行动工作方案》，从加强政策支持、搭建 平台载体、扩大对外开放、强化标准引领、优化消费环境等方面提出工作举措。持续深化"购在中国"品 牌打造，开展"服务消费季"系列促消费活动，围绕贴近群众生活、需求潜力大、带动作用强的重点领域 开展服务消费促进活动，培育服务消费品牌，打造服务消费热点。（商务部牵头） （二）开展消费新业态新模式新场景试点城市建设。积极发展首发经济，推动创新和丰富服务消费场 景，支持优质消费资源与知名IP跨界合 ...

（原标题：刚刚！重大利好！） 中国基金报记者 泰勒 大家好，16日盘后，来大利好了！ 商务部等9部门对外发布《关于扩大服务消费的若干政策措施》！ 泰勒整理了其中的重点内容，供大家参考。 1.开展"服务消费季"系列促消费活动，围绕贴近群众生活、 需求潜力大、带动作用强的重点领域开展服务消费促进活动，培育服务消费品牌，打造服务消费热点。 2.开展消费新业态新模式新场景试点城市建设。 积极发展首发经济，推动创新和丰富服务消费场景，支 持优质消费资源与知名IP跨界合作，打造一批商旅文体健融合的消费新场景，培育一批新型消费龙头企 业。 3.扩大服务业高水平对外开放。 推动互联网、文化等领域有序开放，扩大电信、医疗、教育等领 域开放试点。加快推进服务业扩大开放综合试点示范。 4.统筹利用现有资金渠道，支持推出一批文学、 艺术、影视、动漫等领域精品创作，充分利用已有场馆，打造一批辐射带动作用强的剧场、博物馆、美 术馆、科技馆，培育一批群众性文化活动和赛事品牌，优化文化产品和服务供给。 5.因地制宜延长热门 文博场馆、景区营业时间，优化预约方式，鼓励推行免预约。支持文博场馆创新办展方式，其收益可按 规定用于绩效激励，根据工作 ...

央视网消息：近日，商务部等9部门联合印发《关于扩大服务消费的若干政策措施》。全文如下： 服务消费是促进民生改善的重要支撑，也是消费转型升级的重要方向，在推动经济高质量发展中发挥重 要作用。为贯彻落实党中央、国务院决策部署，更大力度提振消费、扩大内需，提出以下措施。 一、培育服务消费促进平台 （四）统筹利用现有资金渠道，支持推出一批文学、艺术、影视、动漫等领域精品创作，充分利用已有 场馆，打造一批辐射带动作用强的剧场、博物馆、美术馆、科技馆，培育一批群众性文化活动和赛事品 牌，优化文化产品和服务供给。支持世界文化遗产、文博场馆、非遗机构、历史文化名城，挖掘传统文 化IP市场价值，打造服务消费新场景。支持有条件的地方以优质演艺、动漫、游戏、影视作品等线上流 量带动线下场景创新。（党委宣传、财政、商务、文化和旅游、广电、文物主管部门按职责分工负责） （五）结合实际、因地制宜延长热门文博场馆、景区营业时间，优化预约方式，鼓励推行免预约。支持 文博场馆创新办展方式，其收益可按规定用于绩效激励，根据工作成效合理核定绩效工资总量。鼓励文 博单位开放馆藏资源，与社会力量合作开发文创、数字产品，推动市场化方式举办的各类文化展览 ...