锂电池行业迎来景气爆发！2025 年前三季度，我国新能源汽车销量同比增 34.55%，动力与储能电池合计产量增 51.40%，储能锂电池出货量更是近乎翻倍，电解液核心原材料六氟磷酸锂供不应求开启涨价，产业链盈利修复有望在四季度兑现。腾讯控股三季报同样亮眼，第三季度营收 1928.7 亿元、净利润 631.3 亿元，分别同比增长 15%、19%，微信合并月活达 14.14 亿，公司还斥资 211 亿港元回购股份，AI 相关研发投入推高行政开支。另一边，美国政府结束 43 天历史最长停摆，特朗普签署临时拨款法案，资金将支撑政府运转至 2026 年 1 月 30 日，此前停摆已导致航空运输混乱、食品救济金发放受阻。锂电池涨价潮能持续扩散至全产业链吗？腾讯 AI 投入会成为下一个增长引擎吗？美国政府复工后，贸易、经济政策会迎来调整吗？欢迎你留言、评论，与我们交流。更多全球财经动态、股市核心事件、行业趋势资讯，尽在财经早咖啡。
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