可美方此前对于自己能战胜中国的那种盲目自信，又是从何而来的呢？ 这篇文章的观点很简单也很直白：大量证据表明，中国不会像一些美国人宣扬的"陷入困境"，——而美 国，应该放弃"战胜中国"的想法。 这篇由彭博社记者克里斯托弗·比姆（Christopher Beam）撰写的文章，先是以今年全球最关注的中美贸 易博弈为切入点，指出今年4月的时候美方曾信心满满地认为中国会输，但在随后的几个月里，人们却 发现"虚张声势"的其实是美方自己，而中方则在这场较量之中，充分地展现了自己的实力。 有学者还认为，这场较量同时也证明，在中国不同于美国的体制下，同样能孕育出一套既可行又可持续 的发展模式。 随着2026年的临近，美国媒体《彭博商业周刊》于近日刊登了一篇回顾2025年中美关系的文章。 根据比姆的介绍，美国一些人长期以来一直存在着一种对中国的"惯性思维"，认为经济快速发展的中 国，会在一定时期"陷入困境"，甚至"崩溃"。 "这种观点愈发站不住脚了，因为中国在诸多领域的表现实在太过亮眼"，比姆写道，"那些一心想看到 中国受挫的势力，必须接受一个现实：中国是一个强大的竞争对手 —— 而且会不断发展其已然可观的 优势，在电动汽车、清 ...

版权声明：所有瑞恩资本Ryanben Capital的原创文章，转载须联系授权，并在文首/文末注明来源、作 者、微信ID，否则瑞恩将向其追究法律责任。部分文章推送时未能与原作者或公众号平台取得联系。 若涉及版权问题，敬请原作者联系我们。 更多香港上市、美国上市等境外IPO资讯可供搜索、查阅，敬请浏览: www.ryanbencapital.com 彭博报道，创投公司今日资本(Capital Today）购买了字节跳动(ByteDance)部分股权，相当于字节跳动 估值为4800亿美元（约3.7万亿港元）。 报道引述知情人士透露，今日资本在周三(11月19日)的竞拍中，击败多家有意竞购的公司，从字节跳动 早期机构投资者中银集团手中获得股份。 报道指，最初这批股份定价约为2亿美元，对应字节跳动估值约3600亿美元。不过，由于多达7家竞标者 参与竞标，价格迅速攀升，今日资本最终以近3亿美元价格，以接近5000亿美元的公司估值买下了这部 分股份。 知情人士透露，字节跳动于9月启动员工股票回购计划，当时估值约为3300亿美元。至于今年初报道 称，包括软银、富达投资在内的几间投资者，已将其持有的字节跳动股份估值上调至逾4 ...

RT Sarah Stock ✟ (@sarahcstock)Tiktok is still going to allow middle school girls to post thirst traps, teens to encourage eating disorders, depressed kids to make school shooter edits, adults to groom kids into changing their gender.They just won't allow Americans to criticize Israel or Jews. ...

Market Overview - US stock index futures are all up ahead of the market opening, with Dow futures rising by 0.22%, S&P 500 futures up by 0.15%, and Nasdaq futures increasing by 0.09% [1] - European indices also show positive movement, with Germany's DAX up by 0.67%, UK's FTSE 100 up by 0.53%, France's CAC 40 up by 0.74%, and the Euro Stoxx 50 up by 0.72% [1] Commodity Prices - WTI crude oil has decreased by 0.15%, trading at $64.88 per barrel, while Brent crude oil has fallen by 0.14%, priced at $69.66 per barrel [2] Economic Indicators - The PCE inflation report, a key indicator favored by the Federal Reserve, is set to be released, with expectations for an annual rate of 2.7% for August, up from 2.6% in July, and a monthly increase of 0.3%, compared to 0.2% the previous month [3] - Core PCE, excluding food and energy, is anticipated to remain at 2.9% year-over-year, with a slight monthly decrease to 0.2% from 0.3% [3] Trade Policies - President Trump announced significant tariffs on various imported goods effective October 1, including a 50% tariff on cabinets and bathroom vanities, a 30% tariff on imported furniture, a 25% tariff on heavy trucks, and a 100% tariff on patented and branded pharmaceuticals [4] - The imposition of these tariffs has already led to a 4.7% increase in furniture prices compared to August 2024 [4] Banking Sector - The US banking system's reserves have dropped below $3 trillion for the first time since January, with a decrease of approximately $21 billion reported, indicating ongoing liquidity issues [5] - This decline in reserves is linked to increased bond issuance by the Treasury to rebuild cash balances following the raising of the debt ceiling [5] Market Volatility - Goldman Sachs warns of heightened volatility in October, historically showing about 20% higher price fluctuations in the S&P 500 compared to other months, influenced by upcoming earnings reports and potential government shutdown risks [6] Company Performance - Costco's Q4 earnings exceeded expectations, with total revenue reaching $86.156 billion, an 8% year-over-year increase, and net profit of $2.610 billion, up from $2.354 billion the previous year [8] - Intel has seen a significant increase in investor interest, with a 37% rise in stock price since September 17, leading to a surge in call options as investors bet on continued upward momentum [9] Regulatory Developments - Google may face additional fines from the EU for violating tech regulations, following a recent $3.45 billion penalty related to online advertising practices [11] - The new potential fine is connected to allegations of preferential treatment for its own search services over competitors [11]

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Group 1 - The core viewpoint of the article highlights the easing of tensions in the crucial US-China bilateral relationship, with a shift from confrontation to negotiation, particularly regarding the TikTok deal [1] - The article suggests that the US government's potential collection of a $1 billion fee for the TikTok transaction indicates a business-oriented approach from the current administration [1] - It emphasizes that both countries have learned from past experiences that direct conflict can deplete national resources, leading to a preference for business dealings over warfare [3] Group 2 - The article discusses the transition from a unipolar to a multipolar world, noting that the US is retracting its influence globally, which may lead to increased regional conflicts [4] - It points out that while the US has historically had a strong overseas presence, particularly in Africa, China's involvement in international affairs remains significantly lower [5] - The article mentions that as the US focuses inward, global chaos may increase, but core nations could become more stable, aligning with Deng Xiaoping's foresight [6] Group 3 - The probability of direct conflict between the US and China is perceived to be decreasing, particularly regarding maritime issues, with a noted decline in conflict probability to 17% [8][10] - The article indicates that global betting markets are reflecting a decreasing probability of conflict, with the likelihood of a ceasefire in the Russia-Ukraine situation surpassing that of US-China tensions [9] - It suggests that the changing narrative around China is shifting perceptions from "uninvestable" to a "value market," especially among value-oriented investors [16] Group 4 - The article highlights a growing interest in China's technological advancements, noting that previously, many investors were unaware of developments in China during the pandemic [17] - It discusses the current atmosphere in the US, which is characterized by a willingness to negotiate and conduct business, despite underlying tensions [18] - The article warns that interventions in the market come with costs and unpredictable consequences, suggesting that there are potential trading opportunities amidst the complexities [19]

Market Outlook - The Shanghai Composite Index is likely to break through the 3900-point mark, with more opportunities expected after the upcoming long holiday [1][10][12] - Analysts from various institutions suggest that the market may experience reduced trading volume before the holiday, with significant opportunities anticipated post-holiday [10][12] U.S. Market Performance - All three major U.S. stock indices reached historical highs, with the Dow Jones up 0.27%, S&P 500 up 0.48%, and Nasdaq up 0.94% [4] - Notable movements in large tech stocks include Nvidia rising by 3.49% and Intel surging by 22.8%, marking its largest single-day gain since October 1987 [4] - The Philadelphia Semiconductor Index increased by 3.6%, driven by Intel's performance, while the S&P 500 technology sector rose by 1.36% [4] Economic Data - The number of initial jobless claims in the U.S. fell to 231,000, below market expectations of 240,000, indicating a decrease from the previous week's figure of 263,000 [4] Commodity Prices - International oil prices declined, with WTI crude oil down 0.69% to $63.26 per barrel and Brent crude down 0.80% to $66.92 per barrel [4] - Gold prices also retreated, with COMEX gold futures falling by 1.06% to $3678.3 per ounce [4] Corporate Announcements - The Chinese Ministry of Commerce announced a framework agreement to address TikTok-related issues, emphasizing the importance of a fair business environment for Chinese companies in the U.S. [5] - The National Health Commission and the Ministry of Finance issued guidelines for a new childcare subsidy program, focusing on streamlining application processes and ensuring timely disbursement [6] Stock Performance Alerts - Tianpu Co. has experienced significant stock price volatility, prompting the Shanghai Stock Exchange to issue a warning for investors to exercise caution [8] - The stock price of Tianpu Co. has deviated significantly from its fundamentals, indicating a potential risk of rapid decline [9] - Shanghai Construction Co. reported a 61% increase in stock price over five trading days, highlighting a "hot potato" effect and potential for a quick downturn [11]

Core Viewpoint - The article discusses the recent talks between China and the U.S. regarding the TikTok issue, emphasizing the importance of cooperation and a fair business environment for Chinese companies operating in the U.S. [1] Group 1: China-U.S. Economic Relations - The economic teams from China and the U.S. held discussions in Madrid on September 14-15, focusing on resolving the TikTok issue through cooperation and reducing investment barriers [1] - A basic framework consensus was reached to promote economic and trade cooperation between the two countries [1] Group 2: China's Position on TikTok - China maintains a consistent stance against the politicization and weaponization of technology and economic issues, asserting that it will not compromise principles or corporate interests for any agreement [1] - The Chinese government respects the will of enterprises and supports equal commercial negotiations based on market principles [1] Group 3: Regulatory Environment - The Chinese government will legally review matters related to TikTok's technology exports, intellectual property, and usage rights [1] - China hopes the U.S. will provide an open, fair, just, and non-discriminatory business environment for Chinese companies, including TikTok, to operate in the U.S. [1]

Core Viewpoint - The article discusses the recent discussions between China and the U.S. regarding TikTok, emphasizing the importance of cooperation to resolve related issues and promote economic collaboration [1]. Group 1: TikTok Issue - The Chinese government maintains a consistent stance against the politicization and weaponization of technology and economic issues, asserting that it will not compromise principles or corporate interests for any agreement [1]. - The Chinese government respects the will of enterprises and supports equal commercial negotiations based on market principles [1]. - The Chinese government will legally review matters related to TikTok's technology exports, intellectual property, and usage rights, while urging the U.S. to provide a fair and non-discriminatory business environment for Chinese companies, including TikTok [1].

Group 1 - The official announcement indicates a basic consensus on a transaction framework to address TikTok-related issues, aiming to reduce investment barriers and promote economic cooperation [1] - The negotiations are part of a broader discussion that includes tariffs, agricultural products, critical minerals trade agreements, fentanyl regulation, and chip exports [2] - Current tariff situation includes a 10% temporary reciprocal tariff, a 20% fentanyl tax, and a 25% Section 301 tax, totaling up to approximately 55% [3] Group 2 - The reciprocal tariff window has been extended twice, with the latest deadline set for November 10, and potential reductions in Section 301 tariffs by 5% to 15% if negotiations proceed smoothly [4] - Interest in foreign investment in Chinese assets may increase if political uncertainties are resolved, and lower tariffs would benefit export companies and improve profits [4] - Investment and demand for critical technology companies will remain strong, as self-sufficiency is a key direction [5]