债券市场梦回08年金融危机，10年国债收益率一度是涨破了1.8%，创078年以来新高，意味着大家都在 抛售。 日元更是创下10个月新低，对美元的汇率跌破了1美元兑156日元。 而且不仅金融市场团灭，实体经济也在渡劫。 首先是经济支柱旅游业被灵魂暴击，自从高市一句"有事"，中国发出了赴日旅游提醒，50万张旅游机票 被齐刷刷取消。 近期高市早苗的一番闹剧式表演，让日本经济挂上了新一层寒霜，日本经济大爆炸，全球资本都在上演 大逃杀，还是股汇债三杀，日经225指数11月以来跌了4000点，跌幅超过7%，旅游、百货、航空这些跟 中国游客沾边的股票已经是爹妈不认了。 尽管日本政府砸2000亿日元补贴企业"去风险"，但响应者寥寥。为什么？越南劳动力成本虽低，但效率 和质量远不及中国。 教育领域的寒意也在持续蔓延。 中国留学生是日本教育产业的重要支撑，据日本学生支援机构（JASSO）统计，2024年在日中国留学生 达12.3万人，占国际学生总数的36.7%，是日本最大的国际学生来源地，为日本语言学校、大学及相关 服务产业带来稳定收益。名古屋一所日本语学校的理事长说，现在大家都很焦虑，如果中国留学生继续 减少，要么去东南亚找生 ...

Core Viewpoint - The release of the "Opinions on Deepening Reform and Expanding Opening Up in Shenzhen" marks a significant step in supporting Shenzhen's role as a pilot area for socialism with Chinese characteristics, emphasizing the need for comprehensive reforms and innovation to enhance its economic system and influence nationwide [1][2]. Group 1: Reform Initiatives - The new "Opinions" serve as an upgraded version of the 2020 implementation plan, aiming to introduce additional reform measures and innovative trials, focusing on high-level goals [2][3]. - Key areas of focus include the integration of education, technology, and talent reforms, as well as enhancing the financial and data sectors to support high-quality economic development [2][3]. - Shenzhen's R&D investment exceeded 220 billion yuan in 2023, accounting for 6.46% of its GDP, with over 90% of this investment coming from enterprises [3]. Group 2: Support from Guangdong Province - Guangdong Province is committed to supporting Shenzhen's innovation and reform efforts, with specific measures outlined for optimizing technology collaboration and enhancing the operational framework of national laboratories [4][7]. - Since 2021, Guangdong has delegated 117 provincial administrative powers to Shenzhen, with plans to further empower the city in economic and social management [7]. Group 3: Opening Up Initiatives - Shenzhen's foreign trade is projected to reach 4.5 trillion yuan in 2024, reflecting a 16.4% year-on-year increase, positioning it as a leading city in national trade [5]. - The "Opinions" outline measures to optimize trade, enhance service trade, and improve personnel mobility mechanisms to facilitate higher levels of openness [5][6]. - Specific pilot projects will be implemented in the Qianhai and He Tao cooperation zones to test new international shipping and industry management systems [6].