2026-09-28

New York gold futures slipped below $4,250/oz, down 1.65% on the day. New York silver futures fell more than 3.00% on the day to $62.86/oz.

New York gold futures slipped below $4,250/oz, down 1.65% on the day. New York silver futures fell more than 3.00% on the day to $62.86/oz.

2026-09-28

紐約期金跌破4250美元/盎司，日內跌1.65%。紐約期銀日內跌超3.00%，現報62.86美元/盎司。

紐約期金跌破4250美元/盎司，日內跌1.65%。紐約期銀日內跌超3.00%，現報62.86美元/盎司。

2026-09-28

重要新聞 1. 中美達成八點成果共識。 2. 央行：綜合運用並適時調整貨幣政策工具，保持流動性充裕。 3. “屬地化”監管趨嚴 有小銀行正在減少存量異地存款。 4. 北京市住建委等部門：商品房預售需封頂，優先選擇現房銷售。 個股新聞 1. 瀾起科技成功量產DDR5第五子代RCD芯片。 2. 亨通光電：擬定增募資不超過人民幣66.36億元用於光通信和能源互聯項目。 3. 上交所三季報預約披露時間出爐，有研新材拔得頭籌。 4. 粵芯半導體：網上發行中籤率約爲0.042%。 5. 海思科：創新藥HSK42360-Na片納入突破性治療藥物程序。 6. 楚天龍中標數字人民幣硬錢包管理系統項目。 7. 中際旭創：本次股份回購已完成 支付的總金額爲49.97億元。 8. 瀾起科技：第三大股東WLT擬減持不超233萬股公司股份。 9. 源傑科技：第一、第二、第三、第五大股東擬合計減持28.85萬股公司股份。 10. 賽力斯：第一大股東重慶小康控股及其一致行動人於7月15日至9月24日期間增持415.01萬股公司股份。 11. 包鋼股份中標某央企首箇中深水大型海上油田建設項目海工用H型鋼採購項目。 12

重要新聞 1. 中美達成八點成果共識。 2. 央行：綜合運用並適時調整貨幣政策工具，保持流動性充裕。 3. “屬地化”監管趨嚴 有小銀行正在減少存量異地存款。 4. 北京市住建委等部門：商品房預售需封頂，優先選擇現房銷售。 個股新聞 1. 瀾起科技成功量產DDR5第五子代RCD芯片。 2. 亨通光電：擬定增募資不超過人民幣66.36億元用於光通信和能源互聯項目。 3. 上交所三季報預約披露時間出爐，有研新材拔得頭籌。 4. 粵芯半導體：網上發行中籤率約爲0.042%。 5. 海思科：創新藥HSK42360-Na片納入突破性治療藥物程序。 6. 楚天龍中標數字人民幣硬錢包管理系統項目。 7. 中際旭創：本次股份回購已完成 支付的總金額爲49.97億元。 8. 瀾起科技：第三大股東WLT擬減持不超233萬股公司股份。 9. 源傑科技：第一、第二、第三、第五大股東擬合計減持28.85萬股公司股份。 10. 賽力斯：第一大股東重慶小康控股及其一致行動人於7月15日至9月24日期間增持415.01萬股公司股份。 11. 包鋼股份中標某央企首箇中深水大型海上油田建設項目海工用H型鋼採購項目。 12. 中國人壽：擬出資不超45億元參設合夥企業，投資人工智能和半導體領域優質未上市股權。 13. 匯綠生態：擬3.09億元投建鈞恆科技研發生產基地項目，新增年產200萬支高速率光模塊生產線。 14. 長安汽車成立AD協同發展部，阿維塔與深藍開啓實質整合。 15. 中瓷電子：公司上游原材料供應均已實現國產化且均能滿足公司需求。 16. 2連板東方中科：相關矢量網絡分析儀及其配件、軟件及解決方案銷售收入佔營收比例較小。

2026-09-28

MOFCOM’s U.S. and Americas Department head briefed on outcomes of the eighth-round U.S.-China economic and trade consultations. In the talks both sides exchanged views on increasing direct passenger flights and agreed to maintain communication on adding U.S.-China flights and related matters.

MOFCOM’s U.S. and Americas Department head briefed on outcomes of the eighth-round U.S.-China economic and trade consultations. In the talks both sides exchanged views on increasing direct passenger flights and agreed to maintain communication on adding U.S.-China flights and related matters.

2026-09-28

MOFCOM’s US and Americas bureau said the eighth round of US‑China trade talks produced an agreement to extend the Kuala Lumpur joint arrangement. In October 2025 both sides had agreed to suspend parts of each other’s tariffs and non‑tariff measures through Nov 10, 2026; the talks agreed, on the basis of extending that arrangement to Jan 10, 2027, to continue actively exploring the issue with the aim of reaching a mutually agreed solution.

MOFCOM’s US and Americas bureau said the eighth round of US‑China trade talks produced an agreement to extend the Kuala Lumpur joint arrangement. In October 2025 both sides had agreed to suspend parts of each other’s tariffs and non‑tariff measures through Nov 10, 2026; the talks agreed, on the basis of extending that arrangement to Jan 10, 2027, to continue actively exploring the issue with the aim of reaching a mutually agreed solution.

2026-09-28

China's Ministry of Commerce said the eighth round of China-U.S. economic and trade consultations established an AI dialogue led by Vice Premier He Lifeng and U.S. Treasury Secretary Bessent. The sides held an initial session to discuss AI risks and benefits, agreed to hold the next meeting by end-November, and set up a communication channel for AI incidents.

China's Ministry of Commerce said the eighth round of China-U.S. economic and trade consultations established an AI dialogue led by Vice Premier He Lifeng and U.S. Treasury Secretary Bessent. The sides held an initial session to discuss AI risks and benefits, agreed to hold the next meeting by end-November, and set up a communication channel for AI incidents.