信息与资讯

国家与地方政策、监管动态、产业扶持与合规要求。

• 2026年9月9日外交部发言人毛宁主持例行记者会
• Trade remedies notice 2026/25: provisional anti-dumping duty on certain glass containers originating from China
• 纽约限制AI进入课堂

前沿科技、互联网产品、芯片硬件、开源生态。

• NASA Adds Relativity Space’s Terran R to Launch Services Contract
• Enterprise managed permissions for GitHub Copilot agent operations
• Apple unveils iPhone Duo

企业服务、SaaS、云计算、制造业、消费互联网的产业动态。

• NAM to House: Pass the PROTECT USA Act
• First Hydrogen Signs Definitive Agreement for Advanced Robotics Technology with Extensive IP and Prepares to Launch First Humanoid
• Manufacturing Expands for Eighth Consecutive Month

亚马逊、TikTok Shop、阿里国际站、Shopify 等平台政策与跨境电商市场、独立站、物流支付、关税法规、选品趋势。

• Accelerating Export Growth for SMEs and Mid-Sized Companies: Trade Finance Support Expanded to KRW 120 Trillion This Year, KRW 140 Trillion Next Year
• China's exports jump 25% in August as its trade surplus widens
• 工信部鼓励"一人公司"等微型主体发展

大模型、Agent、AI 编程、推理框架、开源模型的发布与落地。

• OpenAI 发布 GPT-6 Astra，面向专业工作场景
• Introducing Muse: The World’s First Personal AI Agent Built for Everyone
• 欧盟收紧数字监管：ChatGPT等纳入最高等级监管

宏观经济、A 股 / 港股 / 美股、一级市场融资、行业研报观点。

• China oil demand to fall 8.9% in 2026, Sinopec research says
• 固态电池概念股活跃
• 战争打不完，油价下不去，美联储9月陷入加不加都难