市场观察——周五-周日3天谈判 10月23日，市场探底回升，三大指数全线收红。沪深两市成交额1.64万亿，较上一个交易日缩量239亿。从板块来看，深圳本地股全天领涨两市，特力A、深 赛格等10余股涨停。截至收盘，沪指涨0.22%，深成指涨0.22%，创业板指涨0.09%。 深圳市昨晚发布推动并购重组高质量发展行动方案（2025—2027年），提出境内外上市公司总市值突破20万亿元，培育形成千亿级市值企业20家。深圳本地 股受此消息提振全线爆发，建科院、深赛格、广田集团、深物业A、深纺织A等十余股封死涨停。 近日量子科技行业迎来多重利好，谷歌宣布，其量子计算研究团队开发出一种全新算法（命名为"量子回声"），运行速度比世界上最好的超级计算机快1.3 万倍。 | 大涨板块 | 251023 (周4) | 251022 (周3) | 251021 (周2) | 251020 (周1) | | --- | --- | --- | --- | --- | | 1 | 量子计算6 | 深地经济12 | 深地经济17 | 培育钻石5 | | 2 | 深圳本地股14 | 国企改革5 | 国企改革15 | 煤炭8 | | 3 | ...

这一消息引发美国头部量子计算公司D-Wave和Rigetti Computing股价大幅波动。两家公司在经历了10月 22日收盘的暴跌后，10月23日美股盘前股价涨幅均超过10%。 当地时间10月22日，谷歌在《自然》杂志披露与Willow芯片相关的量子计算突破性研究成果。本月早些 时候刚获得2025年诺贝尔物理学奖的法国量子科学家米歇尔·德沃雷特（Michel Devoret）领导的谷歌量 子团队又登上了杂志封面。谷歌团队表示，谷歌量子计算机运行算法的速度达到了顶级超级计算机在经 典物理领域执行类似代码的13000倍。 这是历史上首次证明量子计算机可在硬件上成功运行一项可验证算法，这一研究成果被视为推动量子计 算机走向应用的又一个里程碑。谷歌称该算法的突破是量子计算迈向实际应用的重要一步，能够让人类 离能推动医学、材料科学等领域重大发现的量子计算机更近了。 "谷歌展现了一个兼具实用价值与高效，且可验证的新型量子优越性方案。"国盾量子上海公司总经理王 哲辉对第一财经记者表示。他认为，此前验证超导"量子优越性"的是"随机采样"任务，是一个没有实用 价值，纯粹为量子计算机量身打造的数学问题。但这次，"量子回声"算 ...

Core Insights - Google's quantum AI research team announced the first verifiable quantum advantage using their "Willow" chip and the newly developed "quantum echo" algorithm, achieving a speed 13,000 times faster than the best classical algorithm on the fastest supercomputer, Frontier [1] - The "quantum echo" algorithm's verifiability allows for confirmation of results on equivalent quantum computers, paving the way for scalable verification and practical quantum computing [1] - The breakthrough is seen as a significant step towards practical applications of quantum computing, with potential uses in fields such as medicine and materials science, laying the groundwork for real-world applications within the next five years [2] Research and Development - The research team collaborated with the University of California, Berkeley, to validate the principles of the "quantum echo" algorithm, which involves sending designed signals to quantum bits and precisely reversing the signal evolution to listen to the returning "echo" [1] - The unique aspect of the quantum echo is its amplification through quantum interference, enhancing measurement sensitivity [1] Industry Perspective - Sundar Pichai, CEO of Google, emphasized the importance of this breakthrough for the practical application of quantum computing [2] - Some scientists express caution regarding the results, indicating that further validation is necessary before practical applications can be realized [3]

10月23日，A股早盘弱势震荡，截至9:34，沪指跌0.04%，深成指跌0.24%，创业板指下跌0.27%。 盘面上，煤炭、银行等红利风格活跃，郑州煤电涨停;深圳国企改革板块爆发，深纺织A等多股涨停;量 子科技概念股走强，腾景科技涨超10%。下跌方面，工程机械、油气等板块回调，贵金属、半导体、光 伏等板块跌幅居前。 展望后市，德邦证券认为，若后续量能持续回落，则需警惕市场流动性支撑不足的风险，未来对于"十 五五"政策的侧重方向或将成为市场新一轮主线的焦点。 热门板块 1、深圳国企改革板块冲高 深圳国企改革板块冲高，深纺织A、力合科创、广田集团、深物业A、深振业A、深赛格、建科院涨 停。 华金证券认为，复盘来看，"五年规划"制定建议发布对A股整体走势影响有限，但"五年规划"制定建议 发布前后重点强调的相关行业表现相对占优。预计"十五五"规划落地可能进一步强化科技主线，可能的 受益的行业有：一是科技自立自强与现代化产业体系建设方向上，计算机、电子、通信、机器人等新质 生产力相关行业;二是消费提振与民生保障方向上，创新药、新消费等相关行业;三是绿色低碳转型方向 上，电新、农林牧渔等"双碳"目标相关行业;四是新发展格 ...

Group 1 - A total of 1112 A-share listed companies have invested approximately 839.98 billion yuan in 13,300 financial products this year, marking a year-on-year decline of 14.32% [1] - Major types of financial products purchased by listed companies include time deposits, structured deposits, notice deposits, bank wealth management products, and securities firm wealth management products [1] - Listed insurance companies such as China Life and Xinhua Insurance have announced significant profit growth for the first three quarters, driven by strong investment returns from the stock market [1][2] Group 2 - Omdia projects that global short video revenue will reach 11 billion USD by 2025, indicating a rapid growth trend in this segment [1] - IBM reported third-quarter revenue of 16.33 billion USD, exceeding market expectations, with free cash flow also surpassing estimates [4] - LiblibAI has completed a 130 million USD Series B financing round, marking the largest public financing in China's AI application sector this year [4] Group 3 - Mumei Biological's sub-brand Chunji has closed its Tmall flagship store as part of a planned operational adjustment, focusing on core business and future growth [5] - Standard Shares announced that its stock will continue to be suspended due to significant matters that may change the company's control [5] - Shareholders of Hengshuo Co. plan to reduce their holdings by up to 3%, citing personal funding needs [5]

Group 1: Microsoft CEO Compensation - Microsoft CEO Satya Nadella's compensation for fiscal year 2025 has reached $96.5 million, marking the highest salary since he took the position over a decade ago [1][4] - The board attributed this increase to the company's significant advancements in the AI sector, describing the progress as "extraordinary" [2][3] - Nadella's salary includes a base salary of $2.5 million, with 90% of the compensation paid in Microsoft stock [5] Group 2: Tesla Q3 Financial Results - Tesla reported a record total revenue of $28.095 billion for Q3 2025, a 12% increase from $25.182 billion in the same period last year [7] - The net profit attributable to Tesla's common shareholders was $1.373 billion, a 37% decrease from $2.173 billion year-over-year [7] - Despite exceeding revenue expectations, the adjusted earnings per share fell short, leading to a more than 1% decline in Tesla's stock price in after-hours trading [8] Group 3: Google Quantum Computing Breakthrough - Google announced a significant breakthrough in quantum computing with its new algorithm "Quantum Echo," which completed tasks that traditional computers cannot, achieving speeds approximately 13,000 times faster than supercomputers [13][14] - This achievement marks the first time a quantum computer has successfully run a verifiable algorithm, paving the way for practical applications in fields like medicine and materials science [13][14] Group 4: Tencent's Mixed Reality Model - Tencent officially released and open-sourced version 1.1 of its Mixed Reality Model (WorldMirror), which now supports multi-view and video input, allowing for the creation of 3D worlds in seconds [14][15] - The new version addresses limitations of the previous version by enabling multi-modal prior injection and unified output for 3D reconstruction [15] Group 5: Netflix's AI Integration - Netflix has adopted a proactive approach to integrating AI, viewing it as a tool to enhance creator efficiency rather than replacing creativity [16][17] - The company has already utilized generative AI in various productions, including visual effects and pre-production design [17] Group 6: Google Cloud and Anthropic Negotiations - Google Cloud is reportedly in discussions with AI startup Anthropic for a potential multi-billion dollar deal to provide cloud services [19][20] - The negotiations are ongoing, and no agreements have been finalized yet [21] Group 7: Baidu's Autonomous Driving Service in Switzerland - Baidu's autonomous driving service "AmiGo" is set to launch in Switzerland in collaboration with PostBus, with initial fleet testing planned for December [22] - The service will allow passengers to book rides via a mobile app, accommodating up to four passengers [22] Group 8: Huawei HarmonyOS 6 Release - Huawei officially launched HarmonyOS 6, featuring enhanced connectivity and perception capabilities, with a 15% improvement in smoothness from the previous version [26][27] - The new OS includes over 80 smart application agents and upgraded privacy and security features [27] Group 9: Launch of Affordable Humanoid Robot - Songyan Power introduced the world's first high-performance humanoid robot priced under 10,000 yuan, named Bumi, which can walk, run, and dance [28][29] - The robot supports graphical programming and voice interaction, aimed at engaging children [29]

2025 11 市场回顾 日韩股市10月23日开盘双双下跌 现货黄金与现货白银跌至两周低位 美三大股指10月22日全线收跌 国际宏观 美国国债规模首次达到38万亿美元 新 五 社 主管主办 上海增添家 HUBUS AN 【市场回顾】 北京时间10月23日，日韩股市开盘双双下跌。其中，日经225指数开盘跌0.99%，报48820.95点；韩国综合指数跌1.41%，报3828.97点。 当地时间10月22日，在贸易不确定性加剧与企业财报不及预期的双重施压下，美三大股指全线收跌。截至当日收盘，道指跌0.71%，标普500指数跌 0.53%，纳指跌0.93%。科技股普跌，奈飞跌超10%，创2020年4月以来最大单日跌幅。 欧洲三大股指多数收跌。英国富时100指数涨0.93%报收于9515点；法国CAC40指数跌0.63%报收于8206.87点；德国DAX指数跌0.74%报收于24151.13点。 国际贵金属市场方面，现货黄金与现货白银双双跌至两周低位。截至10月23日8时，现货黄金（伦敦金现）交投于4080美元/盎司附近，较20日的4381.484 美元/盎司历史最高点回落约300美元；现货白银（伦敦银现）则交投于4 ...

10月下旬，A股上市公司进入三季报密集披露期，多家百亿私募机构的调仓换股情况浮出水面。三季报 显示，今年三季度，高毅资产邓晓峰减持了紫金矿业，冯柳继续减持海康威视；睿郡资产董承非加仓了 扬杰科技；重阳投资新进海通发展；瓴仁私募基金新进中策橡胶。 【跟踪牛人动态】超3000名"专业选手"如何调仓？最牛选手单只标的浮盈超300% 【头条要闻】 特朗普：取消与普京会面 美国总统特朗普当地时间10月22日表示，他认为现在与俄罗斯总统普京会面"不合适"，所以取消了和普 京在布达佩斯的会面。同一天，俄罗斯总统新闻秘书佩斯科夫称美俄领导人会晤的具体日期尚未确定， 目前没有新的接触计划。短短6天时间，从宣布到取消，会晤计划为何"急踩刹车"？ 大动作！深圳定下并购"KPI"：数量超200单、金额超1000亿、千亿市值巨头超20家 10月22日，深圳发布了《深圳市推动并购重组高质量发展行动方案（2025—2027年）》，该《行动方 案》从并购重组的资产端、资金端、保障服务、人才培养、风险防控等方面，为完善并购重组市场生 态、推动上市公司并购重组高效落地描绘了清晰的规划蓝图。《行动方案》提出，力争到2027年底，辖 区上市公司质量 ...

男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 . 上海话版 下载mp3 今日优选 美媒称美国允许乌对俄使用远程导弹，特朗普：假新闻！ 贝森特：将于一天内宣布"大幅加码"对俄制裁 "停摆"持续，美参议院第12次否决临时拨款法案 媒体：特朗普政府准备展开药品调查，为新关税铺路 消息人士：为向特朗普示好，高市早苗拟定一篮子采购计划 谷歌宣布成功研发具有里程碑意义的量子计算算法 前三季度我国涉外收支总规模创历史同期新高 深圳：力争到2027年底，境内外上市公司总市值突破20万亿元 周三，美元指数连涨三日后升势暂歇，盘中一度升破99大关，最终收跌0.08%，报98.89，创一周新低。美债收益率低位盘整，基准的10年期美债收益率最终 收报3.9510%，对美联储政策利率敏感的2年期美债收益率收报3.4510%。 市场盘点 因投资者在美国公布关键通胀数据前获利了结，现货黄金一度跌破4010美元，随后反弹至4100美元附近，最终收跌0.63%，报4098.06美元/盎司；现货白银 最终收跌0.46%，报48.44美元/盎司。 贝森特称将"大幅加码"对俄制 ...

梦晨 发自 凹非寺 量子位 | 公众号 QbitAI 刚获得诺贝尔物理奖的谷歌量子团队，再登Nature封面： 提出 "Quantum Echoes"（量子回声） 新算法，算出来的结果还能重复验证，解决了之前量子计算结果难确认的问题。 经典超级计算机Frontier需要 3.2年 才能完成的计算，量子计算机仅用 2.1小时 就搞定，速度快了 13000倍 。 论文刚刚登上Nature，新晋诺奖得主、现任谷歌量子AI实验室硬件首席科学家 Michel Devoret 参与，还包括来自普林斯顿大学、加州大学 伯克利分校、MIT等顶尖院校的研究人员，总计超过200位作者参与了这项研究。 在另一项研究中（稍后将上传到arXiv），新算法在探测原子和粒子的相互作用以及分子的结构中得到验证。 量子计算机得出的结果与传统核磁共振（NMR）的结果相符，并且揭示了通常无法从核磁共振中获得的信息。 正如望远镜和显微镜打开了新的世界的大门一样，这项实验朝着 "量子镜" 迈出关键一步，能够测量以前无法观测到的自然现象 量子计算增强的核磁共振技术有望成为药物研发领域的强大工具，助力确定潜在药物如何与其靶点结合；在材料科学领域，它也能用 ...