美元/人民币 (USDCNY) 加自选

据彭博社报道，中国网络监管机构已下令包括阿里巴巴在内的公司停止订购Nvidia的RTX Pro 6000D，这是一种可以适应人工智能的工作站芯片。消息人士称，中国国家互联网信息办公室要求企业停止测试芯片并取消采购。据英国《金融时报》报道，一些公司早些时候计划购买数万套。Nvidia开发了6000D，以避开美国对中国先进人工智能芯片的出口管制。该指令强调了北京方面努力减少对英伟达硬件的依赖，促进国内替代品的发展，同时也抗议美国对高端外国芯片和制造设备的限制，这些措施仍然是美中贸易谈判的症结所在。

China’s cyberspace regulator has ordered companies, including Alibaba, to halt orders for Nvidia’s RTX Pro 6000D, a workstation chip that can be adapted for AI, Bloomberg reported. The Cyberspace Administration of China told firms to stop testing the chip and cancel purchases, sources said. Some companies had earlier planned to buy tens of thousands of units, according to the Financial Times. Nvidia developed the 6000D to sidestep US export controls on advanced AI chips to China. The directive underscores Beijing’s push to reduce reliance on Nvidia hardware and foster domestic alternatives, while also protesting US restrictions that block access to high-end foreign chips and manufacturing gear, measures that remain a sticking point in US-China trade talks.

周四，随着投资者消化美联储的最新政策决定，美国股指期货上涨。美联储周三公布了普遍预期的25个基点的降息，同时暗示今年将再降息两次，但2026年只降息一次，这与市场对明年降息两三次的押注形成了鲜明对比。主席杰罗姆·鲍威尔（Jerome Powell）语气谨慎，称此举为“风险管理”。交易员现在转向即将公布的通胀和劳动力市场数据，以寻找未来政策路径的线索。在企业新闻方面，Cracker Barrel在第四季度收益低于预期后，在盘后交易中下跌了9%以上。周三交易时段，道琼斯指数上涨0.57%，标准普尔500指数下跌0.1%，纳斯达克指数下跌0.33%。就行业而言，金融、消费必需品和材料表现优异，而科技、工业和非必需消费品则落后。

US stock futures advanced on Thursday as investors digested the Federal Reserve’s latest policy decision. The Fed delivered a widely expected 25 basis point rate cut on Wednesday, while signaling two more reductions this year but only one in 2026, countering market bets on two or three cuts next year. Chair Jerome Powell struck a cautious tone, framing the move as “risk management.” Traders now turn to upcoming inflation and labor market data for clues on the future policy path. In corporate news, Cracker Barrel tumbled more than 9% in after-hours trade following weaker-than-expected fourth-quarter earnings. During Wednesday’s session, the Dow gained 0.57%, while the S&P 500 slipped 0.1% and the Nasdaq lost 0.33%. Sector-wise, financials, consumer staples and materials outperformed, whereas technology, industrials and consumer discretionary lagged.

财政部周三公布的数据显示，继1月至7月期间增长0.1%之后，中国财政收入在2025年前8个月同比增长0.3%。在此期间，财政收入增至14.82万亿元人民币（2.09万亿美元）。中央财政收入6.43万亿元，同比下降1.7%，地方财政收入8.39万亿元，增长1.8%。税收收入仅同比增长0.02%，达到12.11万亿元，而非税收收入增长1.5%，达到2.71万亿元。财政支出17.93万亿元，增长3.1%。同期，中央政府支出增长8%，地方政府支出增长2.3%。教育支出2.71万亿元，增长5.6%。科技支出5874亿元，增长3.1%；社会保障和就业支出3.07万亿元，增长10%。

China’s fiscal revenue increased by 0.3% in the first eight months of 2025 compared to a year earlier, following a 0.1% gain in the January–July period, according to data from the Ministry of Finance released on Wednesday. During the period, fiscal revenue rose to CNY 14.82 trillion (USD 2.09 trillion). The central government collected about CNY 6.43 trillion, down 1.7% yoy, while local governments collected CNY 8.39 trillion, up 1.8%. Tax revenue edged up just 0.02% yoy to CNY 12.11 trillion, while non-tax revenue rose 1.5% to CNY 2.71 trillion. Meanwhile, fiscal expenditure expanded 3.1% to CNY 17.93 trillion. Central government spending climbed 8%, while local government expenditure increased by 2.3% during the same period. Spending on education totaled approximately CNY 2.71 trillion, up 5.6%. Expenditure on science and technology reached CNY 587.4 billion, marking a 3.1% increase, while spending on social security and employment grew 10% to CNY 3.07 trillion.

香港央行跟随美联储举措下调利率。香港金融管理局周四将通过隔夜贴现窗口收取的基准利率下调25个基点，至4.50%，追随美国联邦储备委员会的举措。

Hong Kong central bank cuts interest rate, tracking Fed move.The Hong Kong Monetary Authority on Thursday cut its base interest rate charged via the overnight discount window by 25 basis points to 4.50%, tracking a move by the U.S. Federal Reserve.