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A股盘前市场要闻速递(2025-10-14)
Jin Shi Shu Ju· 2025-10-14 01:33
登录新浪财经APP 搜索【信披】查看更多考评等级 重要新闻 1. 美方称对华加征100%关税,中方:坚决反对 10月13日,外交部发言人林剑主持例行记者会。有记者提问,美国总统特朗普表示,针对中方采取的稀 土等相关物项出口管制,美国将对中方加征100%关税。中方对此有何评论?中方对于对美进口的商品 是否会征收新的关税?林剑回应,商务部发言人已就此阐明了中方的立场。我要强调,近一段时间来, 美方持续出台一系列对华限制和制裁措施,严重损害中方利益。中方对此坚决反对。林剑表示,美方不 仅没有反躬自省,反而以高关税相威胁,这不是同中方打交道的正确方式。中方敦促美方尽快纠正错误 做法,以两国元首通话重要共识为引领,在平等、尊重和互惠基础上,通过对话解决各自关切,妥善管 控分歧,维护中美关系稳定、健康可持续发展。林剑指出,如果美方一意孤行,中方也必将坚决采取相 应措施,维护自身正当权益。(北京青年报) 2. 中方回应巴基斯坦向美出口稀土传闻:捕风捉影,挑拨离间,缺乏根据 外交部发言人林剑主持10月13日例行记者会。就稀土有关问题,林剑在回应提问时表示,"据我所知, 关于巴美矿产合作的事,中巴双方有沟通。"林剑称,巴方强调 ...
中国联通:eSIM手机商用试验获批
Di Yi Cai Jing· 2025-10-13 11:37
此前苹果发布的iPhone Air因内置eSIM、不需要实体SIM卡备受关注,但并未第一时间在中国上市。九 月,苹果曾表示"正与监管机构紧密合作,力争尽快在中国推出"。(第一财经记者 郑栩彤) 10月13日,中国联通在官方平台表示,近期已正式获得开展eSIM手机运营服务商用试验的批复,同时 开放eSIM预约通道。 中国联通:eSIM手机商用试验获批 ...
A股收评:主要指数集体收涨!通信服务、CPO板块活跃,电池股走势疲软
Ge Long Hui· 2025-09-10 07:59
9月10日,A股主要指数集体上涨,沪指涨0.13%报3812点,深证成指涨0.38%,创业板指涨1.27%。沪深 两市成交额1.98万亿,较上一个交易日缩量1404亿。全市场超2700股下跌。 | 章 代码 | 名称 | 现价 | 涨跌 | 涨幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3812.22 | +4.93 | +0.13% | | 399001 | 深证成指 | 12557.68 | +47.08 | +0.38% | | 399006 | 创业板指 | 2904.27 | +36.30 | +1.27% | | 000688 | 科创50 | 1259.10 | +13.57 | +1.09% | 盘面上,油气开采板块强势,通源石油涨近15%,准油股份涨停;iPhone Air牵手联通推出eSIM手机, 通信服务板块走强,二六三涨停,中国联通涨超5%;旅游板块走高,凯撒旅业、天府文旅涨停;游戏 板块活跃,巨人网络涨停;CPO板块反弹,工业富联等多股涨停,"易中天"纷纷大涨;算力租赁、影视 院线、快手概念、液冷服务器、体育产业等板块涨 ...
策略周报:AI应用预期差:商业化落地有望加速-20250811
Bank of China Securities· 2025-08-11 00:13
Group 1 - The report highlights a strong market performance supported by ample liquidity and positive policy signals, with the financing balance of the two markets approaching 2 trillion yuan [12] - The release of GPT-5 is expected to accelerate the commercialization of AI applications, despite some market skepticism regarding its revolutionary impact [29][30] - The eSIM mobile phone market is anticipated to grow significantly, with projections indicating around 1 billion eSIM smartphones globally by the end of 2025 and 1.441 billion in China by 2030 [12][28] Group 2 - The AI application sector is entering a phase of accelerated commercialization, with significant increases in token consumption indicating growing demand [30][31] - Specific AI application areas such as AI programming, AI advertising, and AI healthcare are showing promising revenue growth, with companies like GitHub Copilot and Anthropic reporting substantial user and revenue increases [33][34] - The report identifies ten potential application scenarios for humanoid robots, emphasizing their role in industrial operations, emergency response, and elder care, which are expected to drive market growth [27][28]
9点1氪:抖音回应“周口邵医生被网暴”;人社局回应胖东来拟招聘有犯罪前科人员;税务总局未发现刘晓庆涉税问题
36氪· 2025-08-09 01:19
Group 1 - Wanxing Technology announced a board meeting on August 8, 2025, to discuss the issuance of H-shares and listing on the Hong Kong Stock Exchange, aiming to enhance its global strategy and brand image [3] - Douyin reported that 15 accounts related to three medical dispute cases involving Dr. Shao from Zhoukou Sixth People's Hospital were identified, with 89 videos and 962 comments related to medical disputes posted, leading to various platform actions against rule violations [4][5] - Beijing's housing policy was updated to allow eligible families to purchase an unlimited number of properties outside the Fifth Ring Road, a change from previous restrictions [8] Group 2 - Crocs' stock plummeted by 29.2% after the company projected a 9% to 11% decline in revenue for the third quarter [11] - Tesla is reportedly dissolving its Dojo supercomputer team, disrupting its plans for in-house chip development for autonomous driving, with a shift towards relying on external technology partners [12][20] - Taikoo Properties reported a loss of HKD 1.202 billion for the first half of 2025, marking its first interim loss since 2010 [13] Group 3 - China's biological company received approval for its adalimumab injection, marking the first fully human monoclonal antibody drug developed in Hubei province [15] - The 2025 World Robot Conference opened, showcasing robots with marked prices ranging from 80,000 to 800,000 yuan [18][19] - Xiaopeng Motors announced the upcoming launch of its X9 super electric vehicle model in the fourth quarter of 2025 [21]