凤凰网科技讯 北京时间10月24日，据彭博社报道，知情人士称，美团计划通过首次发行"点心债券"融 资90亿元至100亿元(约合12.6亿美元至14亿美元)。点心债券指的是在中国香港发行的人民币计价债券。 美团此次潜在发债计划，正值外卖与零售行业竞争日趋白热化之际，竞争对手纷纷大幅降价。今年，阿 里巴巴集团、美团和京东集团卷入了引人注目的价格大战，三家公司都通过加大折扣力度和提供额外福 利来吸引消费者使用各自的外卖服务。 知情人士表示，美团此次发行的离岸人民币计价债券将包括5年期和10年期品种。美团可能最早将在下 周开始推介这些债券。由于相关讨论仍在进行中，具体细节可能会有所调整。 美团借此也加入了发行点心债券的中国科技公司行列，以寻求低成本融资。例如，腾讯与百度今年已合 计发行了234亿元离岸人民币债券。(作者/箫雨) ...

Core Viewpoint - Meituan plans to raise between 9 billion to 10 billion RMB (approximately 1.26 billion to 1.4 billion USD) through the issuance of dim sum bonds [1] Group 1 - The bond issuance will include both 5-year and 10-year maturities [1]

美联储周三料降息25基点，交易员押注年内还有超大幅降息。中国发布新措施提振服务消费，计划加大消费信贷支持力度。 隔夜要点 美国股市三大指数在震荡交投中收低，投资者在美联储决策前保持谨慎。美国公债收益率下滑，美元全线下跌，兑欧元触及四年最低，投资者坚定对美联储 本周降息的押注。金价首次突破每盎司3700美元，在避险需求、各国央行买盘及美元走软的助力下持续上涨。油价上涨超过1美元，因为交易商权衡了乌克 兰无人机袭击俄罗斯港口和炼油厂可能导致俄罗斯供应中断的可能性。 | 股市指数 | 收报 | 日变动% | 年初至今变 | | --- | --- | --- | --- | | 纳斯达克指数 | 22333.96 | (0.07) | 15.66 | | 标普500指数 | 6606.76 | (0.13) | 12.33 | | 道琼斯工业均指 | 45757.90 | (0.27) | 7.55 | | 恒生指数 | 26438.51 | (0.03) | 31.80 | | 上证综指 | 3861.87 | 0.04 | 15.22 | | 利率 | 收报 | 日变动% 年初至今变 | | | --- | - ...

Group 1 - Meituan reports that the price war has led to a reduction of over 15% in actual income for small and medium-sized merchants, which may weaken their operational capacity and livelihood in the long term [1] - Anthropic's CEO urges U.S. chip manufacturers to prioritize domestic customers, highlighting the need for support from U.S. officials and legislators [2] - Xiaohongshu has launched the "Xiaohong Card," which offers users various benefits such as discounts and exclusive event participation across selected stores nationwide [3] Group 2 - Anta Sports has dismissed 74 employees for serious misconduct, with 46 individuals referred to judicial authorities, including high-level executives, as part of its anti-corruption efforts [4] - The per capita disposable income of rural residents in China is projected to reach 23,119 yuan in 2024, indicating a steady growth in farmers' income during the 14th Five-Year Plan period [5] - Tencent is reportedly promoting its first bond issuance in four years, seeking to issue offshore RMB-denominated notes with initial guidance rates of 2.6%, 3%, and 3.6% for 5-year, 10-year, and 30-year maturities, respectively [6] Group 3 - Yealink has stated that it has no plans to enter the consumer Bluetooth headset market, focusing instead on technology development and product iteration in the business Bluetooth headset sector [7] - Douyin's vice president discusses the emergence of "ByteDance departure posts" on social media, revealing that many authors have never worked at ByteDance and are linked to training institutions selling courses [8] - The "Three Sheep" live streaming team has resumed broadcasts, with one host attracting over 100,000 viewers online, indicating a potential resurgence in audience engagement [9] Group 4 - China has built over 100 million acres of high-standard farmland, with the contribution rate of agricultural technology progress reaching 63.2% during the 14th Five-Year Plan period [10] - OpenAI has released GPT-5-Codex, a new model optimized for agent programming, available across various platforms including CLI, IDE extensions, and GitHub [11] - Recent rumors about multiple gold material merchants in Shui Bei going bankrupt have been deemed exaggerated and untrue by the Shenzhen Gold Jewelry Association, which confirms that many businesses are still operating normally [12]

近日，中国证监会就《公开募集证券投资基金销售费用管理规定（征求意见稿）》公开征求意见，此举 可能会对占据基金代销市场重要地位的商业银行产生何种影响？业内人士表示，银行对基金销售费率改 革已有预期，由于征求意见稿聚焦个人客户服务、权益基金，鼓励长期投资，未来银行或更加偏好业绩 稳定、管理规范的大型基金管理人和权益基金。长期来看，征求意见稿有助于引导银行代销回归本源、 提升专业服务能力，推动公募基金行业健康发展。（中国证券报） 基金销售费率改革下的银行代销：或向权益基金与服务升级聚焦 近日，老牌科技公司甲骨文（Oracle）以单日大涨40%的行情表现震撼全球资本市场。原因在于该公司 公布的2026财年第一财季（2025年6月1日—8月31日）业绩数据显示，公司云基础设施（OCI）业务中 的剩余履约义务（RPO）同比增长359%，达到4550亿美元，其中近60%来自与OpenAI签署的5年3000亿 美元推理算力订单。国内头部云计算厂商业务负责人告诉记者，虽然这笔规模庞大的订单从签署到真正 交付仍存在不确定性因素，但也向整个产业链传递了算力尤其是推理算力供不应求的明确信号，增强产 业链坚定向AI和云领域投入的信心。 ...