美股芯片股大涨。 当地时间11月12日，美股三大指数集体高开，随后走势分化。截至发稿，道指涨0.93%，标普500指数 涨0.17%，纳指跌0.15%。 芯片股普遍走强，费城半导体指数一度涨超2%。 具体个股中，超威半导体一度涨近10%，公司预计未来三至五年整体营收将以约35%的年均速度增长； AI芯片业务年增速或达80%。在当地时间周二（11月11日）举行的投资者日期间，超威半导体CEO Lisa Su预期，AI芯片市场到2030年将达到1万亿美元，公司也将争取提高市场份额。首席财务官Jean Hu表 示，在未来三至五年内，预期公司整体业务每年增长35%，但数据中心业务每年增长60%。届时，公司 的每股收益将上升至20美元，目前分析师预估的2025财年EPS（每股收益）为2.68美元。 同时，Lisa Su周三（11月12日）在接受媒体采访时，回应了市场对科技巨头支出高企的担忧，并表示加 大计算领域投资将加快创新步伐。"我不认为这是一场豪赌。" 她说，"我认为这是一场正确的赌 注。"Lisa Su表示，过去12个月里，随着技术进入 "拐点"，企业能够看到相关支出的回报，超威半导体 的众多超大规模数据中心客户 ...

具体个股中，超威半导体一度涨近10%，公司预计未来三至五年整体营收将以约35%的年均速度增长； AI芯片业务年增速或达80%。在当地时间周二（11月11日）举行的投资者日期间，超威半导体CEO Lisa Su预期，AI芯片市场到2030年将达到1万亿美元，公司也将争取提高市场份额。首席财务官Jean Hu表 示，在未来三至五年内，预期公司整体业务每年增长35%，但数据中心业务每年增长60%。届时，公司 的每股收益将上升至20美元，目前分析师预估的2025财年EPS（每股收益）为2.68美元。 同时，Lisa Su周三（11月12日）在接受媒体采访时，回应了市场对科技巨头支出高企的担忧，并表示加 大计算领域投资将加快创新步伐。"我不认为这是一场豪赌。"她说，"我认为这是一场正确的赌 注。"Lisa Su表示，过去12个月里，随着技术进入"拐点"，企业能够看到相关支出的回报，超威半导体 的众多超大规模数据中心客户已大幅增加支出。 格芯一度涨近7%，但随后股价大幅跳水转跌。公司三季度业绩超预期，数据显示，公司三季度营收达 16.9亿美元，同比下降2.9%，超出预期1000万美元；非GAAP每股收益为0.41美元，超 ...

（文章来源：每日经济新闻） 每经AI快讯，11月12日，美股航空服务板块盘初走强，联合大陆航空涨超5%，美国航空、达美航空涨 超3%，西南航空涨超2%。 ...

（编辑 郭之宸） 本报讯 （记者袁传玺）天眼查工商信息显示，近日，温州交运低空规划有限公司成立，注册资本300万元，经营范围含航 空商务服务、咨询策划服务等。股东信息显示，该公司由温州市交通运输集团旗下温州低空经济发展有限公司以及温州智慧城 市和数据研究院有限公司共同持股。 ...

经济观察网近日，温州交运低空规划有限公司成立，经营范围含航空商务服务、航空运营支持服务、咨 询策划服务、政策法规课题研究、规划设计管理、数字内容制作服务、信息技术咨询服务、信息系统集 成服务等。股东信息显示，该公司由温州市交通运输集团旗下温州低空经济发展有限公司以及温州智慧 城市和数据研究院有限公司共同持股。 ...

AerSale (NasdaqCM:ASLE) Q3 2025 Earnings Call November 06, 2025 04:30 PM ET Speaker1Good afternoon and welcome to the AerSale third quarter 2025 earnings conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference operator by pressing the star key followed by zero. After today's presentation, there'll be an opportunity to ask questions. To ask a question, you may press star, then one on your telephone keypad. To withdraw your question, please press s ...

宏观日报 | 2025-11-05 化工中游开工上行，地产下游销售小幅回落 中观事件总览 生产行业：1）第八届中国国际进口博览会(以下简称"进博会")11月5日至10日在上海举行。作为全球首个以进口为 主题的国家级博览会，进博会"是中国着眼于推动新一轮高水平对外开放作出的重大决策，是中国主动向世界开放 市场的重大举措"。 服务行业： 1）11月4日，国务院办公厅发布关于2026年部分节假日安排的通知。其中，明年春节将从2月15日（农 历腊月二十八、周日）至23日（农历正月初七、周一）放假调休，共9天，被称为"史上最长春节假期"。去哪儿数 据显示，关于明年假日安排的消息发出不到半小时，平台上元旦期间的火车票、春节期间的火车票和国际机票搜 索量瞬时增长翻倍，且仍在冲高。其中春节期间出发的机票搜索量瞬时增长3倍。2）央行继续在月初通过买断式 逆回购向市场注入中期流动性。中国人民银行11月4日发布公开市场买断式逆回购招标公告称，为保持银行体系流 动性充裕，2025年11月5日，将以固定数量、利率招标、多重价位中标方式开展7000亿元买断式逆回购操作，期限 为3个月（91天）。 数据来源：iFind，华泰期货研究院 行 ...

Core Points - The establishment of the "Employment Training Base" between Hubei Airport Group's Aviation Service Company and Lanzhou Resource Environment Vocational Technical University marks a significant step in their collaboration for talent cultivation [1][4] - This initiative aligns with national policies aimed at deepening the integration of industry and education, facilitating a smoother transition for students from theoretical learning to practical application [4] Group 1 - The training base aims to provide students with a stable internship platform, allowing them to engage with cutting-edge industry technologies and develop professional skills in real operational environments [4] - The collaboration emphasizes the social responsibility of the aviation service company in talent development [4] Group 2 - A dual exchange mechanism will be established, where technical experts from the aviation service company will participate in course design and serve as industry mentors, while university faculty will engage in technical research and project development within the company [4] - This approach of combining "bringing in" and "going out" is expected to enhance the synergy between industry, academia, and research, ultimately supplying the industry with more high-quality and well-matched technical talent [4]

Core Insights - Beijing Shunyi District is actively seeking 90 high-quality projects in key industrial areas, with a total investment of 93 billion yuan and financing needs of 15.8 billion yuan [1][2] Group 1: Project Overview - The 90 projects cover various sectors including new energy smart vehicles, third-generation semiconductors, healthcare, intelligent manufacturing, and modern services [1] - In the new energy smart vehicle sector, there are 10 projects with a total investment of 13.6 billion yuan and financing needs of approximately 2.6 billion yuan [1] - The aerospace sector includes 2 projects with a total investment of 2.4 billion yuan and financing needs of about 300 million yuan [1] - The third-generation semiconductor sector has 7 projects with a total investment of 4.1 billion yuan and financing needs of around 400 million yuan [1] - The intelligent equipment sector consists of 16 projects with a total investment of 7 billion yuan and financing needs of 1.8 billion yuan [1] - The healthcare sector features 29 projects with a total investment of 17.9 billion yuan and financing needs of 2.5 billion yuan [1] - The modern services sector includes 21 projects with a total investment of 28.8 billion yuan and financing needs of 8 billion yuan [1] - The intelligent manufacturing sector has 5 projects with a total investment of 19.2 billion yuan and financing needs of 200 million yuan [1] Group 2: Economic Context - Shunyi District has a solid economic foundation, with an average GDP growth of 5.8% since the 14th Five-Year Plan, reaching nearly 240 billion yuan last year [2] - The district is characterized by strong industrial features, particularly in high-end manufacturing, where it produces one out of every three cars in Beijing [2] - In the healthcare sector, Shunyi has established the only "Rare Disease Drug Guarantee Pilot Zone" in the country, showcasing its unique industrial advantages [2] - The modern service industry in the district includes over 200 aviation service companies and accounts for more than 50% of the indoor exhibition area in the city [2] Group 3: Strategic Initiatives - Shunyi is positioned as a significant window for international exchanges, with the Capital International Airport ranking among the top globally in passenger traffic [3] - The district hosts over 950 foreign-funded enterprises, including more than 80 multinational companies, and has nearly 10,000 foreign residents [3] - Shunyi has established a Foreigners' Entry and Exit Service Hall to provide efficient services for permanent residency, visas, and tax payments [3] - The district has hosted six HICOOL Global Entrepreneurs Summits, facilitating collaboration among 34,000 projects and 45,000 entrepreneurs from 167 countries and regions [3] - Current focus areas include new energy smart vehicles, aerospace, third-generation semiconductors, intelligent equipment, healthcare, and four modern service sectors: aviation services, business exhibitions, industrial finance, and technology services [3]

Group 1 - The "Pingyuan New City Venture Capital Event" in Beijing's Shunyi District showcased 90 quality projects with a total investment of 93 billion yuan and a financing demand of 15.8 billion yuan [1] - Key industries highlighted include new energy smart vehicles, third-generation semiconductors, healthcare, intelligent manufacturing, and modern services [1][2] - Specific project details include 10 projects in new energy smart vehicles with a total investment of 13.6 billion yuan and a financing demand of approximately 2.6 billion yuan [1] Group 2 - Shunyi District has a solid economic foundation, with an average GDP growth of 5.8% since the 14th Five-Year Plan, reaching nearly 240 billion yuan last year [2] - The district is a hub for high-end manufacturing, with significant contributions from the new energy smart vehicle industry, where one in three cars produced in Beijing comes from Shunyi [2] - Shunyi has established itself as a unique area for rare disease drug security in the healthcare sector and has a strong presence in the modern service industry with over 200 aviation service companies [2][3] Group 3 - Shunyi's open advantages include being a key international communication window with the Beijing Capital International Airport, which ranks among the top globally for passenger traffic [3] - The district hosts over 950 foreign-funded enterprises, including more than 80 multinational companies, and has established a foreigner service hall for efficient immigration services [3] - The event featured financing promotions from companies such as Beijing Mainline Technology Co., Ltd. and Beijing Anlong Biopharmaceutical Co., Ltd., with a total signing amount of 300 million yuan [3]