吴说获悉，据彭博社 ETF 分析师 Eric Balchunas 统计，2025 年全球 ETF 年度净流入创历史新高，达 1.48 万亿美元，较 2024 年纪录高出约 28%，日均吸金规模接近 60 亿美元。贝莱德旗下比特币交易所 交易基金IBIT的资产管理规模约为2484.4亿美元，排名第六，但由于比特币去年表现整体不佳，贝莱德 IBIT是前15大ETF中年度回报率唯一为负的ETF，年回报率为-6.41%。 （来源：吴说） ...

Group 1 - Luo Yonghao criticized the public relations team of Xibei for being unprofessional during a live broadcast, emphasizing the need for transparency in the prepared food market to protect consumer rights [2] - Xibei's founder, Jia Guolong, provided details of Luo's dining experience, highlighting that Luo's group had a positive feedback during the meal, contradicting his later negative comments [4][5] Group 2 - The Haikou Housing and Urban-Rural Development Bureau temporarily closed the "second-hand housing listing" module on its real estate information website for system optimization due to complaints about price discrepancies and slow updates [2] - Citic Securities maintained its prediction that the Federal Reserve will cut interest rates three times by 25 basis points each before the end of the year, citing stable inflation and price conditions [8] Group 3 - Huaren Group denied rumors of acquiring Evergrande Property, stating that the reports were untrue [3] - The founder of Zhaimi Technology, Yu Hao, addressed bankruptcy rumors, asserting that the company has sufficient cash flow and has repurchased shares to increase ownership [10] Group 4 - OpenAI and Nvidia are expected to announce a multi-billion dollar investment in a UK data center project, coinciding with a visit from US President Trump [7] - BlackRock's Bitcoin ETF, IBIT, has seen its holdings exceed 850 billion USD, with a total of 754,163 Bitcoins [13]

Market Overview - The three major U.S. stock indices rose collectively, with the S&P 500 closing at a record high of 6502.08 points, marking the 21st time this year it has closed at a new high [1][3] - The Dow Jones Industrial Average increased by 0.77% to 45621.29 points, while the Nasdaq Composite rose by 0.98% to 21707.69 points, both near record highs [3][4] Employment Data - The ADP reported that private sector employment increased by 54,000 in August, below market expectations, leading traders to believe this data could prompt the Federal Reserve to lower interest rates in September [4][5] - Cleveland Fed President Loretta Mester stated there is no reason to lower rates this month, citing inflation still above the Fed's 2% target [4] Company Performance - Broadcom reported third-quarter adjusted earnings of $1.69 per share, exceeding expectations, with net revenue of $15.95 billion, also above forecasts. The company expects fourth-quarter revenue of approximately $17.4 billion, surpassing analyst estimates [10] - Lululemon lowered its fiscal year earnings forecast, projecting earnings per share between $12.77 and $12.97, down from a previous range of $14.58 to $14.78 [11] - General Motors announced a reduction in production plans for the Chevrolet Bolt electric vehicle due to demand uncertainty, shifting to a single-shift production model starting in December [12] Cryptocurrency Holdings - BlackRock's Bitcoin ETF, IBIT, has surpassed 750,000 Bitcoins in holdings, valued at approximately $84.2 billion as of September 3 [13] IPO Considerations - Data security company Cohesity is considering an IPO in 2026, with a valuation target similar to Commvault and Rubrik, and has received investment from Nvidia [14]