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每周海内外重要政策跟踪(25/10/17)-20251017
策 略 研 究 每周海内外重要政策跟踪(25/10/17) [Table_Authors] 吴信坤(分析师) 本报告导读: 覆盖国内宏观(中央及各部委政策及表态)、大类产业、地方政策、以及海外重要 政策和事件。 投资要点: [Table_Summary] 国内宏观:10 月 11 日,国新办举行"高质量完成'十四五'规划" 系列主题新闻发布会。10 月 12 日,商务部指出,中国的稀土出口 管制不是禁止出口,对符合规定的申请将予以许可。10 月 14 日, 国务院总理李强主持召开经济形势专家和企业家座谈会,强调要加 力提效实施逆周期调节;同日,央行公告将在 10 月 15 日开展 6000 亿元 6 个月期买断式逆回购操作,当月累计净投放 4000 亿元。10 月 16 日,中方就中美近期是否举行新一轮经贸会谈持开放态度。 策略研究 /[Table_Date] 2025.10.17 | | 021-23154147 | | --- | --- | | | wuxinkun@gtht.com | | 登记编号 | S0880525040061 | | | 杨锦(分析师) | | | 021-23185661 | ...
国新证券每日晨报-20251016
国内市场综述 震荡攀升 缩量上涨 4. 住建部等部门:推动以智慧多功能杆为主要载体的 道路基础设施智能感知系统和城市云平台建设 1.稳增长力度不及预期; 2.地缘冲突升级。 分析师:彭竑/钟哲元 登记编码:S1490520090001/ S1490523030001 邮箱:penghong@crsec.com.cn/ zhongzheyuan@crsec.com.cn 周三(10 月 15 日)大盘震荡攀升,缩量上涨,截至 收盘,上证综指收于 3912.21 点,上涨 1.22%;深成 指收于 13118.75 点,上涨 1.73%;科创 50 上涨 1.4%; 创业板指上涨 2.36%,万得全 A 成交额共 20904 亿元, 较前一日明显下降。 行业方面,30 个中信一级行业有 28 个行业上涨,其 中电力设备及新能源、汽车、电子涨幅居前,仅有石 油石化及钢铁小幅下跌。概念方面,航天运输精选、 充电桩及 CRO 等指数表现活跃。 海外市场综述 美股三大指数收盘涨跌不一,超威半导体涨超 9% 周三(10 月 15 日),美国三大股指收盘涨跌不一, 道指跌 0.04%,标普 500 指数涨 0.4%,纳指涨 ...
FICC日报:科技成果带动股指缩量反弹-20251016
Hua Tai Qi Huo· 2025-10-16 03:24
FICC日报 | 2025-10-16 科技成果带动股指缩量反弹 市场分析 金融总量数据持稳。国内方面,央行数据显示,9月末,M2同比增长8.4%,M1同比增长7.2%,M1-M2刷新年内低 值。前三季度,人民币贷款增加14.75万亿元;社会融资规模增量累计为30.09万亿元,同比多4.42万亿元。中美方 面,美方称是否对华加征100%关税取决于中国做法,外交部对此回应称,美方一边要谈,一边威胁恐吓加征高额 关税,出台新的限制措施,这不是与中方相处的正确之道。敦促美方尽快纠正错误做法,通过对话协商解决有关 问题。对于欧盟欲强迫中国企业向欧洲企业转让技术,中方反对以提升竞争力为名采取保护主义、歧视性做法。 指数反弹。现货市场,A股三大指数反弹,沪指涨1.22%收于3912.21点,创业板指涨2.36%。行业方面,板块指数 涨多跌少,电力设备、汽车、电子、医药生物行业领涨,仅钢铁、石油石化行业收跌。当日沪深两市成交金额降 至2万亿元。在2025湾区半导体产业生态博览会上,我国自研的90GHz实时示波器正式发布,这一成果标志着我国 在高端电子测量仪器领域实现关键突破,打破了国外长期技术封锁。同时,两款拥有完全自主知 ...
万联晨会-20251016
Wanlian Securities· 2025-10-16 00:54
[Table_Title] 万联晨会 市 场 研 究 [Table_MeetReportDate] 2025 年 10 月 16 日 星期四 [Table_Summary] 概览 核心观点 【市场回顾】 证 券 研 究 报 告 周三 A 股缩量反弹,上证指数涨 1.22%报 3912.21 点,深证成指涨 1.73%,创业板指涨 2.36%;沪深两市成交额 2.07 万亿元。申万行业 方面,电力设备、汽车、电子等领涨;钢铁、石油石化、农林牧渔等 领跌。概念板块方面,细胞免疫治疗、PEEK 材料、高压快充等上涨, 兵装重组、转基因、深圳国企改革等下跌。港股方面,香港恒生指数 收盘涨 1.84%报 25910.6 点,恒生科技指数涨 2.57%,双双终结 7 连 跌;海外方面,美国三大股指收盘涨跌不一,道指跌 0.04%,标普 500 指数涨 0.4%,纳指涨 0.66%;欧洲三大股指收盘涨跌不一;亚太主要 股指收盘多数走高。 3297 【重要新闻】 【我国自研的 90GHz 实时示波器正式发布】在 2025 湾区半导体产业 生态博览会上,我国自研的 90GHz 实时示波器正式发布,这一成果标 志着我国在高端电子 ...
陆家嘴财经早餐2025年10月16日星期四
Wind万得· 2025-10-15 22:34
Group 1 - The U.S. stance on imposing a 100% tariff on China depends on China's actions, with China's Foreign Ministry urging the U.S. to correct its approach and resolve issues through dialogue [1] - China has launched a 90GHz real-time oscilloscope, marking a significant breakthrough in high-end electronic measurement instruments, alongside the release of two EDA design software with independent intellectual property rights [1] Group 2 - China's financial data for September shows M2 growth at 8.4% and M1 growth at 7.2%, with a notable increase in RMB loans and social financing scale [2] - The CPI for September increased by 0.1% month-on-month but decreased by 0.3% year-on-year, while the PPI remained flat month-on-month and decreased by 2.3% year-on-year [2] Group 3 - The article emphasizes the importance of balancing supply and demand, managing expectations, and enhancing macro-control effectiveness to stabilize market confidence [3] - The average interest rate for new corporate loans in September was approximately 3.1%, down 40 basis points year-on-year, indicating sustained low loan rates [4] Group 4 - The manufacturing sector's sales revenue increased by 4.7% year-on-year in the first three quarters, with high-end manufacturing sales growing by 9% [4] - China plans to establish seven national digital economy innovation development pilot zones, launching 158 reform measures focused on market-oriented data allocation and technological innovation [4] Group 5 - A-shares experienced a rebound with strong performance in robotics, electrical equipment, and consumer electronics, while certain sectors like photolithography and rare earths declined [5] - Hong Kong's Hang Seng Index rose by 1.84%, ending a seven-day losing streak, with significant rebounds in tech and financial stocks [5] Group 6 - China Ping An continues to increase its holdings in bank stocks, with significant purchases in China Merchants Bank and Postal Savings Bank [6] Group 7 - The National Development and Reform Commission has launched a three-year action plan to double the service capacity of electric vehicle charging facilities by the end of 2027 [9] - The second-hand car market in China saw a transaction volume of 1.7944 million vehicles in September, reflecting a 5.1% month-on-month increase [9] Group 8 - A consortium including BlackRock, NVIDIA, and Microsoft announced a $40 billion acquisition of data center giant Aligned, marking one of the largest data center transactions in history [10] - Apple has launched its new M5 chip, emphasizing AI performance, and plans to collaborate with BYD on smart home devices [10] Group 9 - The International Monetary Fund warns that global public debt is expected to exceed 100% of GDP by 2029, posing risks to financial stability [11] - The Federal Reserve's Beige Book indicates stable economic activity, with slight declines in consumer spending and stable employment levels [11] Group 10 - The U.S. stock market showed mixed results, with the Dow Jones down 0.04% while the S&P 500 and Nasdaq rose [13] - The Hong Kong Monetary Authority announced the second phase of its generative AI sandbox, inviting participants from various banks and tech partners [13]
关键突破!我国自研的超高速实时示波器发布
Yang Shi Xin Wen· 2025-10-15 07:41
仪器将为我国下一代通信、人工智能以及航空航天等科技的研发提供关键保障。 (总台记者 朱慧容 何俊儒) 在今天(10月15日)召开的2025湾区半导体产业生态博览会上,我国自研的90GHz实时示波器正式发布,这一成果标志着我国在高端电子测量仪器领域实现 关键突破,打破了国外长期技术封锁。 这款产品将国产示波器关键性能提升到500%,同时具备智能寻优、服务器级算力等创新特性。采样率高达每秒2000亿次,存储深度达到40亿样点,能够精 准捕获并分析纳米芯片的瞬态信号。 ...