牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 美东时间 10 月 10 日周四，美股收跌，标普 500 指数与纳指创盘中历史新高后回落。美联 储 " 三把手 " 、纽约联邦储备银行行长威廉姆斯明确表态，支持在今年内进一步下调利率。 约 290 万辆 FSD 版特斯拉车辆可能存在安全隐患。法拉利股价暴跌 15% ，为上市以来表 现最糟糕的交易日。 特朗普威胁削减民主党项目 美股收跌 周四盘中，纳指最高上涨至 23062.62 点，标普 500 指数最高上涨至 6754.58 点，均创盘 中历史新高。 截至收盘，道指跌 243.36 点，跌幅为 0.52% ，报 46358.42 点；纳指跌 18.75 点，跌幅 为 0.08% ，报 23024.63 点；标普 500 指数跌 18.61 点，跌幅为 0.28% ，报 6735.11 点。 美国共和党提出的结束美国政府停摆的法案未能在参议院获得足够票数，法案未获通过。 美国总统特朗普当天表示，因美国国会在重启政府问题上似仍陷入僵局，他计划削减部分受 民主党欢迎的联邦项目，称 " 将进行永久性削减， ...

【导读】特朗普威胁削减民主党项目；法拉利股价暴跌15%，上市以来单日跌幅最大 中国基金报记者 赵刚 综合整理 美东时间 10 月 10 日周四，美股收跌，标普 500 指数与纳指创盘中历史新高后回落。美联 储 " 三把手 " 、纽约联邦储备银行行长威廉姆斯明确表态，支持在今年内进一步下调利率。 约 290 万辆 FSD 版特斯拉车辆可能存在安全隐患。法拉利股价暴跌 15% ，为上市以来表 现最糟糕的交易日。 美股收跌 特朗普威胁削减民主党项目 周四盘中，纳指最高上涨至 23062.62 点，标普 500 指数最高上涨至 6754.58 点，均创盘 中历史新高。 纳斯达克指数(IXIC) W 10-09 16:00:10 2302 昨收 23043.38 成交额 0 4.63 23045.33 成交量 交开 0 -18.75 -0.08% 上 涨 1216 年 盘 下 跌 311 1971 最高价 市盈率 近20日 23062.62 43.7 4.45% 最低价 22899.16 市净率 7.43 19.23% 今年来 五日 分时 周K 日K EK (0) 疊加 23187.60 0.63% 22899.16 ...

1 、 我国域外管辖迈出坚实一步。商务部发布公告，宣布对境外相关稀土物项和稀土相关技术实施出口管制，并将反无人机技术公司等 14 家外国实体列 入不可靠实体清单。 商务部还会同海关总署连发 4 则公告，宣布对超硬材料、部分稀土设备和原辅料、部分中重稀土、锂电池和人造石墨负极材料等相 关物项实施出口管制。 2 、 工信部等三部门调整 2026-2027 年新能源车购置税减免技术要求，其中插混、增程式乘用车纯电续航里程由此前的 43 公里调整至不低于 100 公里。 2025 年 12 月 31 日前已列入减免目录且符合最新要求的车型自动转入 2026 年第 1 期目录，不符合的将被撤销。 1 、 今年国庆中秋假期消费市场增势良好。国内出游总花费 8090.06 亿元，较 2024 年国庆节假日 7 天增加 1081.89 亿元。 全国消费相关行业日均销售收 入同比增长 4.5% 。其中，商品消费和服务消费同比分别增长 3.9% 和 7.6% ，数码产品、汽车消费增长较快。 2 、 国家发改委、市场监管总局发布《关于治理价格无序竞争 维护良好市场价格秩序的公告》。 针对部分产业出现的无序竞争现象，《公告》提出调研 ...

来源：第一财经 ②俄总统新闻秘书：美方尚未回应俄方军控提议； 【时政新闻】 ①美联储威廉姆斯：支持今年进一步降息； ③美国至10月4日当周初请失业金人数因美国政府停摆未能如期公布； ④2025年诺贝尔文学奖授予匈牙利作家拉斯洛·卡撒兹纳霍凯（László Krasznahorkai）； 【市场动态】 ①美股三大股指期货盘前走弱，截至发稿，道指期货跌0.01%，标普500指数期货跌0.01%，纳指期货跌 0.06%； ②欧股主要股指涨跌不一，德国DAX指数涨0.56%，英国富时100指数跌0.19%，法国CAC40指数涨 0.46%； ④热门中概股盘前涨跌不一，哔哩哔哩涨逾5%，小鹏汽车跌逾2%。英伟达美股盘前涨超2%； 【公司新闻】 ①台积电：9月合并营收3309.8亿元新台币，同比增加31.4%； ②ChatGPT Go计划已经扩展到16个新的亚洲国家； ③诺和诺德将收购Akero Therapeutics。 (本文来自第一财经) ③现货白银突破50美元/盎司整数关口，刷新历史高位； ...

OpenAI is expanding its $5 per month ChatGPT Go plan to 16 more countries. https://t.co/gTXOPb8mBq ...

Core Insights - Google has launched a comprehensive AI strategy that targets both consumer and business markets, indicating a deeper strategic approach than previously perceived [1][7] Group 1: Consumer Market Strategy - Google introduced the AI Plus subscription at approximately $5 per month in over 40 countries, strategically targeting the "sensitive $20 price range" to penetrate markets with lower purchasing power [2] - The pricing strategy is designed to test the limits of payment capability, aiming for user habit formation with minimal entry barriers [2] - The Gemini 2.5 Pro's capabilities, such as processing 45-minute videos or 8-hour audio, differentiate it from competitors like ChatGPT Go, positioning it as a "multimodal productivity suite" [2] Group 2: Vertical Market Penetration - Google launched the Mixboard tool, which allows users to create mood boards in a fraction of the time compared to competitors like Pinterest, enhancing user experience through advanced image processing capabilities [4] - The Mixboard tool integrates seamlessly with Google Shopping, creating a closed-loop ecosystem that enhances user engagement and retention [4] Group 3: Business Infrastructure Development - The release of the Data Commons MCP Server addresses the issue of AI hallucinations by providing high-quality structured data to AI systems, effectively creating a "fact library" [5] - Google aims to establish itself as a trusted data infrastructure provider in the AI era by promoting "data democratization" and setting open standards through initiatives like the MCP [5] - By offering tools like Gemini CLI and Colab notebook, Google is strategically locking developers into its data ecosystem, solidifying its position as a rule-maker in the industry [5] Group 4: Competitive Landscape - Google's multi-faceted approach outlines a clear competitive landscape in AI, focusing on consumer base expansion, vertical tool penetration, and establishing industry authority through data infrastructure [7] - The strategy aims to transform AI from a mere tool into an "ecosystem operating system," embedding users, creators, and developers deeply within Google's AI network [7] - Competitors like OpenAI and Pinterest may have limited time to adapt and find differentiation points in response to Google's aggressive strategy [7]

Core Viewpoint - OpenAI is planning to establish a large data center in India with a capacity of at least 1GW as part of its global expansion strategy for AI computing power [2][39]. Group 1: Stargate Project Overview - The "Stargate" project is a global AI infrastructure initiative announced by OpenAI in early 2025, involving investments from OpenAI, SoftBank, Oracle, and the Abu Dhabi MGX fund, with a total planned investment of up to $500 billion over four years [7][8]. - The initial construction phase includes a data center in Abilene, Texas, which will have a total load capacity of approximately 1.2GW upon completion [10][12]. - OpenAI aims to build 5 to 10 large-scale data center parks in the U.S., each with at least 1GW of computing capacity, targeting a total capacity of around 10GW [15][16]. Group 2: Global Expansion and Regional Focus - OpenAI is also expanding its Stargate project internationally, with plans for large AI data centers in the Middle East and Europe, including a 5GW project in the UAE and a $1 billion investment in Norway [20][25]. - The company is exploring potential partnerships in Japan and South Korea, indicating a strong interest in establishing a presence in Asia [33][37]. - The choice of India for a 1GW data center reflects its potential as a major market for OpenAI, with significant user growth and interest in generative AI applications [39][44]. Group 3: Importance of the Indian Market - India is seen as a rapidly growing market for OpenAI, with a significant increase in active users of ChatGPT and a potential to surpass the U.S. as the largest single market for OpenAI services [46][61]. - OpenAI has introduced a special pricing model for Indian users, offering ChatGPT Go at a low monthly fee, which has contributed to its growing user base [45][48]. - The diverse linguistic landscape in India presents both challenges and opportunities for AI localization, prompting OpenAI to enhance support for multiple local languages in its models [51][52]. Group 4: Leadership and Strategic Vision - OpenAI's CEO, who has recently stepped back from daily operations, is focusing on major initiatives, including the Stargate project and global market expansion [66][67]. - The establishment of a data center in India is a key strategic move, reflecting the CEO's commitment to investing in infrastructure and seizing historical opportunities in the AI space [68][70]. - The competition for AI computing power is intensifying, and OpenAI's investments in India are part of a broader strategy to secure a leading position in the global AI landscape [78][80].

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 美股还有上涨势头？ 据最新消息，华尔街投行Evercore ISI表示，受人工智能的刺激，预计标普500指数明年年底将达到7750点。这意味着，相较最新的收盘点位（6460点），标普500指 数还能上涨1290点，涨幅为20%。 值得关注的是，AI领域巨额投资的消息，仍在不断传来。日前，有报道称，OpenAI正寻求在印度建立一座容量至少为1千兆瓦的数据中心。几天之前，美国总统特朗 普表示，Meta计划在路易斯安那州兴建大型数据中心项目，总投资将达到500亿美元。 值得注意的是，上周五，美股以尾盘杀跌的方式，结束了8月份的交易。当天，芯片股多数下挫，费城半导体指数下跌3.2%，创4月份以来最大跌幅。个股方面，英 伟达跌3.32%，AMD跌3.53%，美光科技跌超2%。 市场正在关注权重科技股，特别是人工智能行业的发展前景。瑞银表示，包括英伟达在内的大型科技公司的业绩凸显出该类公司的前景"仍然令人信服"。该行指 出，虽然市场估值处于历史区间的高端，但市场情绪似乎并没有过度乐观。 华尔街投行：标普500指数 ...

Core Viewpoint - The S&P 500 index is expected to rise by 20% to 7750 points by the end of next year, driven by significant investments in artificial intelligence [1][2]. Group 1: Market Predictions - Evercore ISI predicts the S&P 500 index will reach 7750 points by the end of next year, indicating a potential increase of 1290 points from the latest closing level of 6460 points [1][2]. - The index has already risen nearly 10% since the beginning of the year, with a strong performance from technology stocks like Nvidia, Meta, and Microsoft, each increasing by at least 20% this year [2][3]. - Evercore ISI's optimistic scenario suggests the index could hit 9000 points if consumer and investor confidence remains high, while a pessimistic outlook could see it drop to 5000 points if inflation remains high and economic growth stagnates [2]. Group 2: AI Investments - OpenAI is seeking to establish a data center in India with a capacity of at least 1 gigawatt, which could become one of the largest data centers in the country [1][6]. - Major tech companies, including Microsoft and Alphabet, are also investing in data centers in India, with Microsoft announcing an additional $3 billion investment earlier this year [6][7]. - OpenAI's global expansion includes plans for a massive data center cluster in Abu Dhabi, in partnership with local AI company G42, with a total capacity of up to 5 gigawatts [7][8]. Group 3: Market Sentiment and Economic Indicators - The U.S. stock market has experienced four consecutive months of gains, driven by strong corporate earnings and optimism regarding potential interest rate cuts [2][3]. - Recent reports indicate that the breadth of the market has improved, particularly in cyclical sectors like consumer discretionary, industrials, and financials, as the S&P 500 index reached the milestone of 6500 points [4]. - Upcoming employment data and inflation reports are critical, as they may influence the Federal Reserve's interest rate decisions [4][5].

Core Viewpoint - OpenAI is planning to establish a large-scale data center in India as part of its strategy to tap into the country's vast market of 1.45 billion people, despite recent tensions between the US and India over tariff issues [1][7]. Group 1: Investment Plans - OpenAI is looking for local partners in India to build a data center with a minimum capacity of 1 gigawatt (GW) [1]. - This facility is expected to be one of the largest data centers in India, following significant investments from other tech giants like Microsoft and Alphabet [2]. - Microsoft announced an additional investment of $3 billion in India for data centers, while Alphabet plans to invest $6 billion in a 1 GW data center, including $2 billion for renewable energy [2]. Group 2: Market Strategy - OpenAI's CEO, Sam Altman, is expected to announce the construction plan during his visit to India this month [3]. - In August, Altman revealed that India is OpenAI's second-largest market for users, following the US, and could soon become the largest [5]. - To capitalize on this trend, OpenAI launched a market-specific subscription plan, ChatGPT Go, priced at 399 Indian Rupees (approximately 32.22 RMB), which offers enhanced features compared to the traditional ChatGPT Plus [5][6]. Group 3: Competitive Landscape - The introduction of ChatGPT Go comes amid intense market competition, with OpenAI's user base in India growing fourfold compared to the previous year, although it still lags behind Perplexity AI, which saw a 640% increase in monthly active users [6]. - OpenAI's "Star Gate" project aims to establish partnerships globally, with interest expressed from 30 countries, and is part of a broader strategy to expand its presence in Asia [7].