Macroeconomic Insights - The number of financing platforms in China decreased by over 60% compared to March 2023, and the scale of financial debt dropped by over 50% as of the end of June [2] - The current monetary policy stance in China is supportive, with a focus on moderately easing monetary policy to reduce overall financing costs [2] - As of the end of August, various long-term funds held approximately 21.4 trillion yuan in A-share market value, a 32% increase compared to the end of the 13th Five-Year Plan [2] - The balance of inclusive loans for small and micro enterprises reached 36 trillion yuan, which is 2.3 times that of the end of the 13th Five-Year Plan [2] Industry Developments - The Ministry of Industry and Information Technology issued a notice for the "Steel Industry Growth Stabilization Work Plan (2025-2026)," targeting an average annual growth of around 4% in the steel industry's added value [4] - The plan includes precise control of capacity and output, prohibiting new capacity additions, and enhancing the supply and price stability of raw materials like iron ore and coking coal [4] - The State Sports General Administration released guidelines to promote a high-quality development of sports for health, aiming to establish a collaborative service system by 2030 [4] Company Dynamics - OpenAI and NVIDIA announced a strategic partnership, with NVIDIA planning to invest up to 100 billion dollars in OpenAI [6] - BYD's Li Yunfei responded to Warren Buffett's divestment, noting that stock investment involves both buying and selling [6] - Pfizer is nearing a deal to acquire obesity drug developer Metsera for 7.3 billion dollars, with potential additional payments based on performance targets [6] - Longchuan Technology reported a net profit of 827 million to 877 million yuan for the first three quarters, representing a year-on-year increase of 131% to 145% [12]

Group 1: Stock Market Performance - The US stock market showed mixed performance with the Dow Jones up 0.05%, Nasdaq up 0.31%, and S&P 500 up 0.18% as of September 22 [1] - Tesla's stock rose nearly 3.6% after several institutions raised their target prices, with Baird upgrading its rating to "outperform" and predicting a price of $3000 by 2035 [1] - Alibaba's stock increased by nearly 1%, supported by a report from Citigroup highlighting a new in-store group buying promotion coinciding with the travel peak season [1] - Apple saw a rise of over 3%, reaching an 8-month high, with Wedbush Securities setting the highest target price on Wall Street at $310 [1] Group 2: Company Developments - Baidu's stock rose over 4% following the launch of its new visual understanding model Qianfan-VL, which is optimized for enterprise-level multimodal applications [3] - Metsera, a developer of anti-obesity drugs, saw its stock surge over 60% amid reports that Pfizer is nearing a deal to acquire the company for up to $7.3 billion [4][5] Group 3: Economic Indicators and Market Sentiment - The Federal Reserve's recent interest rate cut of 25 basis points has led to increased expectations of further cuts, which is a key driver behind the recent highs in the US stock market [7][8] - Concerns are rising regarding the US long-term treasury market performance and potential budget battles in Congress, which could impact market confidence [7][8] - Gold prices reached a new high of $3728 per ounce, driven by multiple factors including the Fed's rate cut and weak economic data [10][15]

金价再创历史新高。 9月22日晚间，国际金价再度走高，期货、现货价格均刷新历史纪录。伦敦金现一度涨近1.2%，最高至3728.4美元/盎司；COMEX黄金一度涨超1.5%，最 高至3763.1美元/盎司。 美股方面，当地时间9月22日，美股三大指数集体低开，随后走势出现分化，截至发稿，道指跌0.15%，纳指和标普500指数微涨。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | DJI | 道琼斯工业指数 | 46245.06 | -70.21 | -0.15% | | IXIC | 纳斯达克指数 | 22674.19 | 42.71 | 0.19% | | SPX | 标普500 | 6667.30 | 2.94 | 0.04% | 抗肥胖药物开发商Metsera大涨超60%。消息面上，辉瑞（Pfizer）宣布将收购该公司，交易总金额（含未来潜在付款）最高可达 73 亿美元。辉瑞首席执行 官阿尔伯特・布尔拉（Albert Bourla）在声明中表示："收购Metsera的计划，与我们'将投资聚焦于最具影响力机遇'的战略重点相符，也将推 ...

金价再创历史新高。 9月22日晚间，国际金价再度走高，期货、现货价格均刷新历史纪录。伦敦金现一度涨近1.2%，最高至3728.4美元/盎司；COMEX黄金一度涨超1.5%，最 高至3763.1美元/盎司。 上周，美联储宣布降息25个基点，并暗示在年底前会进一步降息。点阵图显示2025年降息中位数由6月的2次上调至3次，2026和2027年各一次，长期中性 利率维持在3%。截至目前，CME交易预期年内还有两次降息，于10月、12月分别降息25个基点的概率为91.9%、78.6%。 银河证券认为，本次美联储再次重启降息后，货币政策逐步宽松的趋势或已确立，后续在美国劳动力市场下滑的影响下美联储或将持续降息，推动全球黄金 ETF基金加速增持黄金来推升金价。 近日，摩根大通、瑞银等均上调了对金价的价格预测。 摩 根大通预计现货金价将在2025年第四季度达到3800美元/盎司，并在2026年第一季度突破4000 美元/盎司大关。瑞银预计，到2025年底金价将达到每盎司3800美元，高于此前预测的每盎司3500美元。到2026年中，金价可能在每盎司3900美元左右， 此前预测为每盎司3700美元。 不过，当地时间9月22日 ...

抗肥胖药物开发商Metsera涨超57%，报道称辉瑞接近以73亿美元收购该公司。阿斯麦涨超3%，摩根士 丹利将其目标价从600欧元大幅上调至950欧元。Snap涨超10%，医疗保健公司Premier涨超8%，哈莫尼 黄金涨超4%，百度涨超3%。 美股三大指数集体低开，道指跌0.38%，纳指跌0.12%，标普500指数跌0.22%。 ...

格隆汇9月22日｜美股开盘，道指跌0.38%，纳指跌0.12%，标普500指数跌0.22%。 部分区块链概念股走软，Circle跌3.2%、Strategy跌2.2%、Coinbase跌2.5%。 现货黄金续创历史新高，黄金股普涨，哈莫尼黄金涨约4%，科尔黛伦矿业涨约3%。 抗肥胖药物开发商Metsera涨超57%，报道称辉瑞接近以73亿美元收购该公司。 阿斯麦涨超3%，摩根士丹利将其目标价从600欧元大幅上调至950欧元。 ...

（文章来源：每日经济新闻） 每经AI快讯，9月22日，美股三大指数集体低开，道指跌0.38%，纳指跌0.12%，标普500指数跌0.22%。 抗肥胖药物开发商Metsera涨超57%，报道称辉瑞接近以73亿美元收购该公司。阿斯麦涨超3%，摩根士 丹利将其目标价从600欧元大幅上调至950欧元。 ...

每经AI快讯，9月22日，抗肥胖药物开发商Metsera美股盘前涨幅进一步至50%。 ...