【环球网报道 记者 李飒】特朗普起诉默多克和新闻集团一事有了新进展。据美国广播公司（ABC）、美联社（AP）等多家美媒报道，美国总统特朗普以媒 体大亨默多克年纪大了为由，要求其尽快就《华尔街日报》涉爱泼斯坦报道被起诉作证。 美联社称，默多克新闻集团的发言人没有立即回应该媒体的置评请求。报道提到，这份提交至法院的文件显示，在一次电话沟通中，默多克的律师表示反对 这一要求。 特朗普18日起诉《华尔街日报》，索赔至少100亿美元。在一份长达18页的诉状中，这位美国总统指责《华尔街日报》及其记者"通过编造故事，诽谤特朗普 总统的正直品格"，给其造成"巨大的经济和声誉损失"。此前一天，《华尔街日报》发表独家报道称，特朗普2003年曾致信美国金融家杰弗里·爱泼斯坦祝贺 其50岁生日，信中包含性暗示的不雅插画，并提及两人之间共享"秘密"。 特朗普18日上午在社交媒体发文写道，期待让默多克"在我起诉他和他那'垃圾堆'报纸《华尔街日报》的案子中作证"，"那将是一段有趣的经历"。针对特朗 普的起诉，美国《华尔街日报》母公司道琼斯18日晚回应称："我们对自身报道的严谨性和准确性充满信心，并将坚决应对任何诉讼。" 综合上述美媒报道， ...

报告显示，依视路陆逊梯卡旗下雷朋Meta智能眼镜的销量同比增长了两倍多。这一强劲的销售增长态势，有力推动了公司上半年总销 售额达到140.2亿欧元（约合162.5亿美元），与去年同期相比增长了7.3%。雷朋Meta眼镜是依视路陆逊梯卡自2019年与Facebook母公 司（现Meta）合作后推出的产品，自上市以来便备受关注。 依视路陆逊梯卡首席执行官Francesco Milleri和副首席执行官Paul du Saillant在联合声明中表示，公司正引领眼镜行业向新的方向转 型，致力于将眼镜打造成为下一个计算平台。在这个平台上，人工智能、传感技术和数据丰富的医疗保健基础设施将深度融合，为人 类赋能，充分释放人类潜力。雷朋Meta眼镜取得的成功、Oakley Meta Performance AI眼镜的推出以及Nuance Audio获得的积极反响， 都是公司在这一全新领域迈出的重要里程碑。 在产品更新方面，依视路陆逊梯卡在财报中提到，公司于6月份发布了新款Oakley Meta智能眼镜，这是其与Meta合作推出的最新产品 线。此前，CNBC在6月份就曾报道，Meta和Luxottica有计划未来推出一款普拉 ...

【环球网报道】美国"政治"新闻网7月28日报道说，消息人士透露，为保持与美国总统特朗普之间的良好关系，法国总统马克龙等多名国家领导人经常给特 朗普打电话或发短信，因为特朗普热衷于频繁且非正式的"闲聊"。 "政治"新闻网说，尽管这些对话的非正式性与特朗普在公开场合经常展现出来的即兴风格没有太大区别，但仍让电话另一端的助理们感到惊讶。一位熟悉特 朗普与马克龙对话的人士回忆称，他们两人以"兄弟般"的方式互相问候。他说，"两人通话的场景颇具喜剧性——特朗普会拖长音调说'埃马纽埃尔尔尔尔'， 而马克龙则会回'唐纳德德德德'，两人就这样互动。" 美国官员此前也曾谈论过特朗普喜欢"煲电话粥"的习惯。美国杂志《纽约客》7月21日报道说，美国商务部长卢特尼克告诉《纽约客》，他和特朗普几乎每 晚都会通电话，大约在凌晨一点左右他刚上床睡觉时。 卢特尼克透露，他们谈论"大事"，比如关税问题，也谈论"无关紧要的事"，包括体育赛事、人物、饭局见闻。例如，你和谁一起吃饭、这个人是什么样的 人、你能相信他做了什么吗、电视节目是什么样的、我在电视上看到这个、你觉得这个人在电视上说了什么、你觉得我的新闻发布会怎么样…… 卢特尼克补充说："特朗普 ...

周日，欧盟宣布临时贸易协议，对进口美国商品关税降至15%，贸易紧张局势有所缓和。不过，债券交易员本周 仍面临繁忙节奏，美联储从周二起召开为期两天的会议，9月16日至17日前不再开会。 华尔街普遍认为，美联储此次几乎不会调整基准贷款利率（4.25% - 4.50%），利率期货显示利率不变可能性达 97%。交易员将聚焦美联储主席鲍威尔会后讲话，其将阐述政策制定者对经济及降息时机的看法。日兴资产管理 公司策略师称，债券市场将对美联储行动和声明做出反应，通胀或经济增长数据会影响美债收益率曲线。 【环球网财经综合报道】周一（28日），10年期美债收益率小幅走高，2年期持平于3.91%，10年期升2BPs至 4.42%，30年期攀升4BPs至4.96%，2年与10年期美债收益率差走阔2BPs至51BPs。 外媒报道，美联储本周会议可能维持利率不变，但或有一两位理事表达降息反对意见。多数政策制定者担忧特朗 普关税会阻碍通胀回归2%目标，特朗普也再次呼吁美联储降息。 美国财政部周一宣布，三季度联邦借款预期大幅上调至1.01万亿美元，近乎4月预估的两倍，周二还发行了3期共 1540亿美元债券。 海外债市方面，欧债波动不大，德意 ...

Group 1 - The U.S. Treasury Department announced a significant increase in net borrowing for Q3 2025, projecting over $1 trillion, up from the previously expected $554 billion, aligning with Wall Street analysts' forecasts [1][3] - This announcement follows the passage of the "Big and Beautiful" Act on July 4, which raised the total borrowing limit by $5 trillion, allowing the Treasury to issue new debt [3] - As of July 3, government cash reserves were only $313 billion, less than half of the amount from the previous year, highlighting the need for increased borrowing [3] Group 2 - The Treasury expects net borrowing for Q4 2025 to reach $590 billion, indicating ongoing pressure on the U.S. government's ability to service debt and maintain spending [3] - The upcoming financing announcement from the Treasury will detail the structure of this borrowing, including the timing and distribution of bond issuances, which is anticipated to significantly impact the bond market [3] - There is a general expectation that the Treasury will keep long-term bond issuance stable while increasing short-term Treasury bill sales, which may lead to greater volatility in short-term interest rates [3] Group 3 - The tax cuts implemented during the Trump administration have resulted in reduced federal tax revenues, creating long-term pressure on fiscal income [3] - Although recent increases in tariff revenues have somewhat alleviated this pressure, the sustainability of high tariff income remains uncertain due to changes in international trade agreements [3]

Core Insights - The 13th Internet Security Conference (ISC.AI 2025) will be held on August 6-7 in Beijing, focusing on the theme "ALL IN AGENT" to promote innovation in agent technology, industry integration, and ecological prosperity [1][3] Industry Developments - Since its inception in 2013, ISC.AI has kept pace with the evolving security landscape, emphasizing the development direction in the security field [3] - In 2025, artificial intelligence is entering a new phase, with agent technology accelerating its integration into core industrial sectors, becoming a key driver of industrial transformation [3] Conference Structure - ISC.AI 2025 will feature eight major sections and over 30 events, including an opening ceremony, future summit, technology and industry forums, and public lectures, focusing on cutting-edge viewpoints and promoting digital security upgrades [4] - The conference will continue its twelve-year legacy in the security domain, discussing topics such as knowledge graph reconstruction of security systems, applications of security intelligent agents, and responses to ransomware challenges [4] AI Integration - The conference will deeply integrate intelligent agents into core activities for the first time, with support from the "intelligent agent team" from the nano AI market, providing comprehensive intelligent support [4] - Attendees will have access to dedicated AI assistants for smart schedule management, real-time meeting minutes, and personalized content recommendations, enhancing the conference experience through natural language interaction [4] Future Innovations - The ISC.AI Park will feature a future experimental area, including a hacker market and AI interactive experience zone, creating a complete ecosystem from creative incubation to practical experience [4]

Core Insights - The global energy storage industry is entering a new cycle characterized by market competition and a shift from scale expansion to value cultivation [3] - Eight energy storage companies have disclosed their performance forecasts for the first half of 2025, with four expecting net profit growth exceeding 40% and one company turning a profit [1] Industry Overview - The global installed capacity of energy storage is rapidly increasing, leading to a significant rise in battery shipments, with a reported 258 GWh shipped globally in the first half of 2025, a year-on-year increase of 106% [3] - Domestic manufacturers in China shipped 252 GWh, marking a 109% year-on-year growth, solidifying their dominance in the global market [3] - The market concentration among leading manufacturers is increasing, with high capacity utilization rates reported among battery manufacturers [3] Investment Trends - There is a surge in investment enthusiasm, with 27 new projects signed, started, or completed in the energy storage system integration segment in China during the first half of the year, totaling over 55 billion yuan [4] - The expansion reflects a positive outlook for global energy storage market growth, with intensifying competition driving market share concentration [4] - Leading companies are increasing investment in new technology research and development, focusing on large-capacity battery cells and vertical integration into downstream operations [4] Emerging Markets - The demand distribution for global energy storage is changing, with emerging markets showing significant growth, particularly in large-scale projects delivered in countries like Chile and Australia [4] - Companies are developing energy storage products suitable for computing scenarios to adapt to the evolving demand landscape [4] - The energy storage industry is expected to develop healthily, supporting global energy transition and digital economy growth [4]

Group 1 - The core focus of the government's economic strategy is to "fully expand domestic demand," with significant policy signals expected in the second half of the year [2] - The State Council's meeting on July 16 emphasized the implementation of key policies to strengthen domestic circulation, including expanding investment in emerging service industries and optimizing the old-for-new consumption policy [2] - The Ministry of Finance plans to accelerate the introduction of measures to boost consumption, with a total of 690 billion yuan in special long-term bonds allocated in July and planned for October to support these initiatives [2] Group 2 - The central economic work conference and this year's government work report highlighted the need to address "involution-style" competition, with "anti-involution" becoming a key policy topic for the second half of the year [3] - The government aims to promote the construction of a unified national market and regulate low-price disorderly competition among enterprises, particularly in the new energy vehicle sector [3] - Policies to stabilize the real estate and capital markets have been emphasized, with expectations for more supportive measures in the housing market, including easing restrictions in first-tier cities and optimizing real estate storage policies [3]

Group 1 - The pace of A-share companies listing in Hong Kong is accelerating, with 10 companies successfully listed this year, accounting for approximately 70% of the total IPO fundraising in Hong Kong [1] - A total of 78 A-share companies have submitted applications to the Hong Kong Stock Exchange or announced plans to do so, covering multiple industries, with industry leaders like Heng Rui Pharmaceutical and Ningde Times leading the way [1] Group 2 - Factors driving this trend include policy support, global expansion strategies, and increased financing needs, with semiconductor and consumer electronics companies actively submitting prospectuses [3] - The Hong Kong Stock Exchange has introduced initiatives like "Linkage Connect" and "Tech Company Fast Track" to facilitate company listings [3] - The influx of capital into Hong Kong's IPO market is notable, with international institutional investors showing increased interest in Chinese assets, leading to a record high in foreign cornerstone investors [3] Group 3 - The pricing logic for Hong Kong IPOs has fundamentally changed, with a narrowing of the AH premium and some stocks trading at a discount in A-shares compared to H-shares [3] - The decline in AH premium reflects structural changes in the Hong Kong market, with the rise of new economy sectors [3] - UBS maintains a positive outlook on the Chinese capital market, suggesting that Hong Kong stock valuations are attractive and that the AH premium level may remain low in the context of a weakening US dollar [3]

马斯克曾表示，包括AI6在内的未来AI推理芯片将应用于自动驾驶汽车和擎天柱人形机器人，同时强大 的计算能力还将推动更广泛的AI应用。推理芯片主要用于运行AI模型并做出实时决策。周一，马斯克 在X平台发文称："三星同意特斯拉协助其最大程度地提高生产效率。这是一个关键点，因为我将亲自 参与，加快进度。而且工厂位置便利，离我家不远。"此外，他还表示165亿美元只是最低限度，实际产 出可能会高出好几倍。 目前，尚不清楚该协议是否与韩国和美国正在进行的贸易谈判存在关联。首尔方面正积极寻求与美国在 芯片和造船领域建立合作伙伴关系，为达成贸易协议以取消或降低潜在的25%美国关税做最后努力。 NH Investment & Securities高级分析师Ryu Young - ho指出，三星的泰勒工厂"迄今为止几乎没有客户， 因此这笔订单意义重大"，尽管这笔交易可能仅占其每年逻辑芯片收入的一小部分。 在生产时间表方面，马斯克虽未公布AI6芯片的具体生产时间，但此前他曾表示下一代AI5芯片将于 2026年底投产，这意味着AI6芯片也将随后推出。马斯克上周在特斯拉财报电话会议上证实，AI5芯片 将于明年年底进入"采购生产"阶段。 ...