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1/23/2026 北美商业地产快报

  • 2026-02-09 06:49:42
1/23/2026 北美商业地产快报

美国第三季度经济强劲反弹，GDP增速上修至4.4%

美国第三季度经济增长表现超出预期，经修正后的GDP年化增速达到4.4%，为两年来最快水平。增长主要受出口走强、库存拖累减轻，以及消费者和企业支出保持韧性推动。尽管贸易政策波动、关税影响存在不确定性，但服务消费增长尤为明显，企业投资也持续扩张，尤其是与人工智能相关的数据中心和计算机设备领域创下新高。在经济增长强劲、就业市场稳定、通胀仍高于美联储目标的背景下，市场普遍预期美联储将在下周会议上维持利率不变。

Morgan Stanley计划大举扩张Dallas版图，或成为Uptown新地标大楼主力租户

Morgan Stanley预计将先在Dallas市中心Fountain Place签署一份为期四年的临时租约（约12万平方英尺），作为其重构Dallas-Fort Worth办公布局的一部分。长期来看，该公司正在评估在Uptown 2401 McKinney Ave. 新建写字楼中承租多达50万平方英尺，成为主力租户；选址曾在Dallas与Frisco之间权衡，目前更倾向Dallas，但仍保留在Collin County设立分点的可能。
这一扩张将大幅超过Morgan Stanley目前在DFW约9.6万平方英尺的规模，可能容纳数千名员工，对市中心高空置率的办公市场形成重大利好。若落地，将为Downtown Dallas注入强心剂，并进一步巩固Uptown与Victory Park一带“Y’all Street”金融走廊的地位，与JPMorgan Chase、Bank of America、Goldman Sachs等金融巨头在该区域的布局形成集群效应，强化Dallas作为新兴金融中心的角色。

TikTok完成美国业务重组协议，正式确保在U.S.继续运营

TikTok及其母公司ByteDance已完成一项关键交易，将部分美国业务转交给美方投资者，成功避免全国性禁令，并确保TikTok在U.S.长期运营。新成立的“TikTok US”由Oracle、Silver Lake和阿布扎比投资机构MGX共同管理，美方及相关投资者合计持有50%股份，ByteDance保留19.9%。
新实体将负责内容审核与美国用户数据安全，并由一个以美国人为主的董事会治理。TikTok CEO周受资（Shou Chew）进入董事会，其副手Adam Presser出任美国公司CEO。该协议结束了长达数年的政治与监管拉锯战，对依赖TikTok的中小企业、品牌方、内容创作者以及约2亿美国用户而言都是重大利好。不过，仍有批评者质疑该结构是否完全符合2024年美国国家安全法律，未来不排除面临挑战。

Lemonade为搭载FSD的Tesla大幅降保费，最高可减半

美国保险公司Lemonade宣布，将为使用Tesla“Full Self-Driving（FSD）”辅助驾驶系统的车主提供最高50%的保费折扣，适用于其按里程计费的保险产品。该决定基于Lemonade与Tesla共享的车辆数据，显示在FSD介入驾驶时，事故率约为普通人工驾驶的一半。
在合作中，Tesla向Lemonade开放车辆遥测数据，用以区分“FSD驾驶里程”和“人工驾驶里程”，从而实现更精细化定价。Lemonade认为，FSD能显著提升行车安全性，这一举措被视为对Elon Musk“自动驾驶比人类更安全”主张的背书。
不过，FSD目前仍属于Level 2辅助驾驶，需驾驶员全程监督。监管机构和安全专家依然对其在恶劣天气和复杂路况下的可靠性持谨慎态度。该新型“Autonomous Car Insurance”将率先在Arizona和Oregon上线，并可能随着FSD软件安全性的提升进一步下调费率，标志着保险行业开始为自动驾驶时代重塑定价逻辑。
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  1. CONNECT:[ UseTime:0.000465s ] mysql:host=127.0.0.1;port=3306;dbname=a_mffb;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000749s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000293s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000262s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000469s ]
  6. SELECT * FROM `set` [ RunTime:0.000188s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000572s ]
  8. SELECT * FROM `article` WHERE `id` = 464603 LIMIT 1 [ RunTime:0.000773s ]
  9. UPDATE `article` SET `lasttime` = 1771091294 WHERE `id` = 464603 [ RunTime:0.019089s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.000276s ]
  11. SELECT * FROM `article` WHERE `id` < 464603 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.000466s ]
  12. SELECT * FROM `article` WHERE `id` > 464603 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.000354s ]
  13. SELECT * FROM `article` WHERE `id` < 464603 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.001889s ]
  14. SELECT * FROM `article` WHERE `id` < 464603 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.001095s ]
  15. SELECT * FROM `article` WHERE `id` < 464603 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.000772s ]
0.126208s