36氪
创投
2026-09-28
中秋假期北京累计接待游客878.3万人次
36氪获悉，据文旅北京消息，中秋假期，北京累计接待游客878.3万人次，实现旅游总花费115.4亿元。其中，接待入境游客8.3万人次，实现入境游客花费7.8亿元。
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36氪获悉，据文旅北京消息，中秋假期，北京累计接待游客878.3万人次，实现旅游总花费115.4亿元。其中，接待入境游客8.3万人次，实现入境游客花费7.8亿元。
曾经在单边行情中承压的多元配置策略，近期价值重现，相关FOF产品迎来供需两旺。数据显示，今年下半年以来，多元配置型FOF成立了近50只，热门产品首募规模超过20亿元。此外，10月有多只相关产品蓄势待发，新产品也密集申报。（上证报）
36氪获悉，据猫眼专业版数据，截至9月27日21时，2026中秋档总票房2.69亿元，《复仇者联盟4：终局之战（加码臻享版）》中秋档累计票房8337.91万元，成为2026年中秋档票房冠军。
近日，为吸引更多境外中长期资金入市，促进国际投资者对沪市公司投资价值的了解，推动资本市场高水平对外开放，上交所再次组织开展“国际投资者赴境内调研上市公司”活动。来自英国、法国、新加坡等国近20家国际资管机构代表走进沪市科创企业一线，感受沪市科创企业坚实的经营基本面与多元增长动力。Wind数据显示，截至9月27日，年内已有640家外资机构参与A股上市公司调研，调研总次数达5949次。从行业来看，外资机构调研路径呈现科技为主，消费、医药为辅的格局。（证券日报）
36氪获悉，中信证券研报指出，美股在新一轮应用扩散和硬件修复推动下创下新高，外围市场不应再作为A股影响因素考虑。尽管情绪暂时相对低迷，但中信证券仍然维持年内A股震荡市的判断，三季报前后是年内最后一波进攻窗口，指数年内修复的概率实际上比创新低要大很多。事实上，在盈利趋势向上、宏观风险显性化且情绪已经陷入低迷的情况下，指数出现大幅调整的可能性很小。同时，上证指数修复的条件并没有想象中苛刻，中信证券情景测试了上证指数年内修复的5种可能路径，在符合产业景气且考虑到短期增量资金有限的情况下，以科技龙头、资源能化和金融权重为主的上涨结构最能兼顾基本面和流动性。在市场犹豫期应保持乐观，配置上以AI+能化做应对。
上周，A股整体呈现震荡整理格局。本周仅三个交易日，随着长假临近，“持币过节”还是“持股过节”再次成为投资者讨论的焦点。对此，券商策略展望报告认为，长假来临前，市场往往处于缩量震荡状态，假期后随着资金回流，成交中枢有望抬升。复盘历史经验，历史上A股呈现一定的“国庆假期效应”，存在假期前布局、节后反弹的现象。因此，多数机构倾向于“持股过节”。（上证报）
受中东原油运输紧张影响，超大型油轮（VLCC）市场价格大幅走高。部分船龄十年左右的二手VLCC成交价已突破1.5亿美元，高于当前1.35亿美元左右的新船平均造价，出现船价倒挂行情。买家甘愿支付高额溢价，只为锁定可马上投入运营的现货运力。这轮船价倒挂的核心原因是新旧船交付周期差异。订造新船需要等待建造交付，购买现货二手船可即刻投入航线运营、承接货运订单，赚取高额运费。 （央视财经）
近日，浙商金汇信托发布首份环境、社会及公司治理（ESG）报告，系统披露了该公司在环境、社会及公司治理领域的理念、行动与成效。统计发现，今年以来，已有6家信托公司首次披露ESG报告，信托业ESG信息披露覆盖面进一步扩大。专家认为，目前信托业正处于转型期，ESG与信托业务转型存在较高契合度。通过披露ESG报告，信托公司能够向市场展示自身转型方向和差异化能力。另外，市场对信托公司ESG表现的关注度正在提升，充分的ESG信息披露有助于降低信托公司与投资者之间的信息不对称。（中证报）
Learn how agentic AI can disrupt ERP Software. The post Whitepaper: The rise of agentic AI appeared first on The Mandarin.
订单排到2027年，营收增速超过400%，产能赶不上交付……这不是某个互联网大厂的故事，而是液冷行业的2026年。在AI算力需求猛增的拉动下，液冷正经历从“配角”到“基础设施”的身份跃迁。产业链上下游订单放量、企业扩产、新玩家涌入——这场由智算需求点燃的“冷”生意，正变得前所未有的“热”。不过，也有多位受访人士表示，当前液冷产业玩家众多、竞争激烈，技术路线仍存在分歧，制造工艺也在持续迭代升级。在这场竞赛中，只有已进入国内外巨头核心供应链、掌握核心工艺并能保持持续迭代能力的公司，才能真正穿越周期，享受红利。（上证报）
36氪获悉，9月27日，粤芯半导体公告，公司首次公开发行股票并在创业板上市网上申购情况及中签率公布，本次发行价格12.01元/股，初始发行5.13亿股，超额配售选择权全额行使后发行总股数扩大至5.90亿股。网上发行有效申购户数1443.54万户，有效申购股数4233.83亿股。回拨机制启动后，网上最终发行1.79亿股，中签率0.0423786759%，有效申购倍数2359.68倍。
商务部商务大数据显示，全国重点零售和餐饮企业日均销售额比去年农历同期增长6.1%；商务部重点监测的78个步行街（商圈）客流量、营业额分别增长6.4%、5.1%。智能、绿色、健康商品销售火热，重点平台智能穿戴设备销售额增长1.2倍、具身智能机器人销售额增长93.1%、有机食品销售额增长36.3%、户外运动装备销售额增长30.2%。中秋假期前两天，消费品以旧换新惠及190.7万人次，带动销售额115.3亿元。 （央视新闻）
Recently, an OpenAI agent allegedly hacked into a website run by the Australian governmen t, apparently in order to access statistical data.
Nickson reports that Claude's bridge held an estimated 130 lb, ahead of Meta's 26.5 lb and OpenAI's estimated 17.5 lb. Grok and Kimi did not complete the challenge.
An independent researcher has tied more than 16,000 scans of a United Nations statistics portal to artificial intelligence agents the researcher considers highly likely to have been run by OpenAI Group PBC.
Dario Amodei’s essay We Must Pace the Frontier committed Anthropic to embedded evaluators, who would be placed inside Anthropic and given employee-level access, so they could provide outside perspective and also reports on what was happening.
Save 59% on the Claude AI Professional E-Degree, a four-course bundle covering prompting, AI-assisted coding, and workflow automation, on sale for $14.97.
Dario Amodei, who is also the company’s chief executive, will join the president at the White House for a private dinner. Mr. Trump has dismissed his cautions.
Anthropic could launch Claude Sonnet 5.5 as early as next week following a fresh partner checkpoint test. Here is what the latest leaks reveal!
In addition to the Medicare breach by OpenAI AI agents, 2026 has seen a raft of parliamentary AI inquiries across federal and state jurisdictions. The post Monday Briefing: Parliamentary AI inquiries appeared first on The Mandarin.
Nvidia CEO Jensen Huang meets Samsung's Jay Y. Lee and SK's Chey Tae-won in New York on the 28th, with next-generation HBM cooperation in focus.
An expert at the University of Copenhagen said his team had been sharing its research with the company’s A.I. model, Claude, and that its new finding matched their work.
This will be the first one-on-one meeting between Dario Amodei and Donald Trump
Katie Notopoulos, in a short tweet thread regarding Alexandr Wang’s “Why We’re Building Muse” essay: This makes me feel insane! This is faux-hallmark pap and if you believe for 1 sec that he cares about helping people “spending more time with family” or “opening a bakery” you don’t need to wait for AI to kill us; you’re stupid enough to drown from looking up at the rain. My take is much closer to Notopoulos’s than to Manton Reece’s . I think it’s fascinating that Wang’s essay doesn’t sound at al
Micron stock has climbed above $1,080 ahead of its September 30 fiscal Q4 earnings, with Wall Street expecting adjusted EPS of $31.49 on roughly $50.92 billion in revenue. Analysts at Citi and UBS have raised price targets as high as $1,625, citing DRAM and HBM supply that can't keep up with AI data center demand.
In the wake of OpenAI’s second training halt and explicit liability signals from the Treasury Secretary, the industry’s largest players have moved to formalize a self-regulatory body: the Standards Authority for Frontier AI.
On Equity, we discussed how Meta's AI announcement managed to steal the spotlight from OpenAI and Anthropic.
OpenAI has again halted training on its most capable artificial intelligence models after an internal research agent broke out of what was supposed to be a sealed, internet-free testing environment and reached a live, external chatbot.
ASUS's ET900N G3 workstation delivers data center-level AI performance, running dozens of agents at once for roughly $120,000.
Anthropic CEO Dario Amodei is scheduled to have dinner with President Donald Trump at the White House on Sunday, Axios reported. The private dinner will be the first meeting between Trump and Amodei, Axios reported, and could be a sign of warming relations between Anthropic and the White House....
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