针对产业实际需求，MoleculeOS进行了针对性优化。长效药物设计、药物精准递送、酶催化率提升等产业需求，往往是复杂的系统性工 程，需要综合运用多种AI算法针对多个目标展开设计。MoleculeOS将多种AI算法封装成自动化流程，沉淀出一系列药物设计、酶设计 工作流和解决方案。涵盖条件激活型抗体设计、scFV设计、mini - protein设计、多肽设计、抗体人源化、亲和力成熟、蛋白可开发性等 多个药物研发技术平台，以及酶活性设计、酶稳定性设计、酶表达设计等工业酶优化设计平台。目前，这些方案已在多个产业项目上得 到验证，能够瞄准创新药设计、合成生物学等真实产业应用需求，"一键即达"定制具备特定功能的蛋白质。 值得一提的是，MoleculeOS拥有对话式的AI Agent，让不具备AI背景的生物学家也能通过与AI对话，快速、精准地设计出高价值分子， 降低了技术使用门槛。 生物经济领域对蛋白质设计需求巨大，但传统方法存在诸多弊端。过往科学家在实验室通过实验筛选进行蛋白质设计，耗时耗力且成功 率极低，创新药研发领域十年十亿美金的"双十定律"便是典型体现。如今，AI的介入为这一领域带来变革。"AI设计＋少量实验验 ...

【环球网报道】据日本共同社7月27日报道，日本自卫队在去年实施的模拟所谓"台湾有事"的最高级别桌面推演中屡次要求美国使 用"核恐吓"抑制中国。消息曝光后，日本广岛县多个市民团体对此表示强烈反对，有日媒称，日本政府参与美国的核战略是绝对不 能被允许的。 《中国新闻》称，在日本民众看不到的地方，日本政府企图强化美国对日本的核保护伞。政府把民众抛在脑后参与美国的核战略， 这是绝对不能被允许的。 共同社26日报道，美国和日本在商讨美国以核武器和常规战力防卫日本的例行磋商中，多次进行设想突发事态的桌面推演，讨论美 军使用核武器的情形。报道称，美日两国去年12月首次制定《日美延伸威慑指针》，明确规定使用核武器的政府间协调程序，日方 可就使用核武问题向美方传达意见。 据共同社报道，多名日本政府相关人士透露，涉事桌面推演于去年2月举行，此次演习首次直接将中国列为假想敌，演习情形由日本 和美国的负责人共同制定。针对中方在美日设定的情形中"暗示使用核武器"，日本自卫队屡次要求美方使用"核恐吓"予以对抗。美国 最终接受了日方的要求。 共同社称，作为唯一的战争核武器受害国，日本一直在国际上呼吁废除核武器，但日方仍不忌惮使用核恐吓，（ ...

展望后市，华宝证券认为，短期来看，周期板块、商品市场存在过热超涨风险，科技（AI、芯片 等）、新能源领域轮动性价比有所回升，后续成长风格有望接力周期。宽基方向创业板、中证500、中 证800、中证1000等中盘方向预计表现更好。 东方证券研报认为，行业和主题领涨结构变化在即。上周领涨行业是建筑材料（8.2%）、煤炭 （8.0%）、钢铁（7.7%）和有色（6.7%），主要系"反内卷"和水电站的主题驱动、商品价格上涨和潜 在政策预期，短期主题行情和商品价格加速上涨阶段或已进入尾声。假设政策符合预期，相关行业供给 侧变化趋势延续，但商品价格仍然难以大幅上涨，相关行业股价上涨斜率会降低，市场需要看到更明确 的需求侧预期。（闻辉） 据招商证券研报统计，上周（7月21日—7月25日）周期ETF涨幅最大，规模以上平均上涨6.41%。国信 证券研报统计，周期ETF净申购最多，为102.31亿元。 "周期行情内部正在向煤炭、建筑等低位行业扩散。"兴业证券研报认为，这种板块轮动与行情扩散的背 后，反映的是市场风险偏好提升后，各类资金正在主线内部积极寻找和挖掘尚未被充分定价的细分领 域。在反内卷涉及的重点行业中，普钢、玻璃玻纤、钛 ...

Core Insights - The automotive industry is undergoing a digital marketing transformation driven by AI technology, with new market segments becoming crucial for growth [1][6] - Kuaishou has positioned itself as a key platform for dealers to overcome growth bottlenecks, leveraging its ecosystem of over 200 million automotive interest users [1][3] Industry Changes and Kuaishou's Ecosystem - Domestic automotive demand growth is slowing, yet passenger car sales increased by 12.6% in the first half of the year, with new energy vehicles reaching a penetration rate of nearly 50% [1] - Dealers are encouraged to accelerate digital transformation to enhance efficiency and target customer engagement [1][6] User Ecosystem and Cost Efficiency - Kuaishou's automotive lead generation is projected to grow by 224.1% year-on-year by June 2025, with a significant portion of leads coming from high-frequency users [3] - The "short and direct dual opening" model has reduced customer acquisition costs by 13% and increased lead volume by 42% for participating dealers [3] Digital Tools and Live Streaming Efficiency - Private messaging can increase exposure by 30%, with an 88% conversion rate for automotive clients [5] - The "real person + digital person" live streaming model can boost lead volume by 30% while reducing costs by 10% [5] Support Policies and Operational Efficiency - Kuaishou has introduced comprehensive support policies, including training, cost reduction, and traffic expansion, to enhance dealer efficiency [6] - The platform has helped over 27,000 dealers build private domain territories through upgraded infrastructure [6] Practical Validation and Future Plans - Successful case studies demonstrate Kuaishou's value, with one dealer increasing exposure from 94 million to 620 million and maintaining lead costs around 60 yuan [6][7] - Kuaishou plans to increase resource allocation for new market segments, including traffic subsidies and free trials of digital tools, to achieve mutual growth in the new retail 2.0 era [7]

报道称，本·舒尚称该男子是叙利亚人，但似乎没有提供证据。本·舒尚还提到，希腊警方因他本人涉嫌 发表种族主义言论对他进行讯问，并称他与袭击他的男子双双被捕。 《以色列时报》称，这起冲突是近日在希腊乃至整个欧洲出现的几起疑似"反以"事件之一。 《以色列时报》称，这名游客名叫斯塔夫·本·舒尚，他在希腊一家医院接受以色列第12频道采访时称， 他与妻子在雅典里维埃拉的一处海滩上与另一对以色列夫妇聊天时，一名男子开始拍摄他们，并高喊反 以色列口号。 本·舒尚表示，起初他们对骚扰不予理会，但后来那名男子朝他们旁边的以色列人扔沙子，而他随即开 始推搡该男子，安保人员随后介入，并将该男子带离海滩。大约一小时后，当他从海滩上的洗手间返回 时，看到上述男子又出现了，而且在接近他的妻子，似乎正要袭击她。他冲过去制止，对方却咬掉了他 的部分耳朵。 【环球网报道】据《以色列时报》27日报道，一名以色列游客自称当地时间26日在希腊雅典的一处海滩 上遭遇一起"反以"事件。一名男子在高喊与"解放巴勒斯坦"有关的口号后，咬掉了该名游客的部分耳 朵。以色列外交部在声明中对此事做出回应，称对这起事件"零容忍"。 《以色列时报》援引以色列《新消息报》 ...

【环球网报道】据美国《国会山报》等媒体报道，美国总统特朗普当地时间26日再次重申他对美国前副 总统卡玛拉·哈里斯的指控，称哈里斯在2024年美国总统选举期间向名人支付费用以寻求支持。他还表 示包括哈里斯在内，美国著名歌手碧昂斯、知名脱口秀女王奥普拉、民权运动人士阿尔·夏普顿等人都 应"被起诉" "你不能花钱寻求支持。这么做完全是违法的。如果政客们开始花钱让别人支持他们，你能想象会发生 什么事情吗？会天下大乱。"特朗普当天在其自创的社交媒体上发文说，"卡玛拉和所有接受了背书资金 的人，都违反了法律。他们都应被起诉！感谢你们对此事的关注。" 在上述帖文中，特朗普称哈里斯向碧昂丝支付了1100万美元，向奥普拉支付了300万美元，向夏普顿支 付了60万美元。 报道称，奥普拉曾表示，她此前与哈里斯参加线上直播活动并"没有收到一分钱"。不过，制作费用确实 由哈里斯竞选团队承担。奥普拉去年年底表示，"参与制作的工作人员需要报酬，他们得到了报酬。故 事到此为止。" 哈里斯竞选团队此前也否认曾向碧昂丝支付费用以获得支持。美国联邦选举委员会的记录显示，哈里斯 竞选团队确实向碧昂丝的制作公司支付了16.5万美元。但此类报销款项通常 ...

Group 1 - The core viewpoint is that Russia will use all available forces and means to retaliate against any military invasion targeting the Kaliningrad region, emphasizing its integral part of Russia [1][3] - The U.S. Army and NATO allies have initiated a new defense plan called "Eastern Flank Deterrence Line" aimed at enhancing ground combat capabilities and interoperability among NATO members to effectively respond to perceived threats from Russia [3] - Russian officials, including the presidential press secretary, characterize NATO as a hostile tool against Russia, prompting the need for Russia to take measures to ensure its own security [4] Group 2 - The chairman of the International Affairs Committee of the State Duma warns that the "Eastern Flank Deterrence Line" plan could lead to a third world war, resulting in global confrontation with no winners [4] - Russia asserts it possesses all necessary military means to ensure the security of the Kaliningrad region, aligning with its military principles and nuclear deterrence policy [3]

【环球网报道】据美国福克斯新闻网、《国会山报》报道，美国得克萨斯州议会大厦24日晚发生激烈一 幕。在一场关于得州选区重新划分的听证会上，美国民主党国会候选人以赛亚·马丁因指责共和党操纵程 序、多次无视停止发言警告，被执法人员强行拖出会场并遭逮捕。 现场画面显示，马丁在被带走时大喊说，"历史不会记住你们所做的一切！真是耻辱！"他随后在被拖拽 时摔倒在地，引得人群发出阵阵惊呼，有观众说，"天啊，快放开他！"在他被拖出会议厅时，马丁仍然 高喊，"美国（民众）会起来反抗你们！" 福克斯新闻网称，马丁竞选的是得州休斯顿第18国会选区席位。在听证会发言伊始，他便质疑这场听证 会的合法性。他说，"似乎很多人坐在这里都只是在走过场，这也难怪，因为这场游戏早就被操控 了。"他接着指控得州共和党人按照特朗普的要求，不公正地改划选区，并提到一些由民主党控制的"蓝 州"也在重划选区地图作为回应。马丁还批评了得州领导层在经济问题上的表现。 众议院选区重划委员会主席科迪·瓦苏特试图恢复秩序，但马丁拒绝让步。瓦苏特随后指示现场执法人员 将其带走。 距2026年11月美国国会中期选举尚有一年多时间，共和、民主两党均已盯上了"选区重新划分"这 ...

Core Viewpoint - AI agents are seen as an inevitable trend for future development, but their effective implementation within enterprises requires deep integration with internal systems [1][7]. Group 1: Company Overview - China Electronic Cloud is transitioning from an information technology phase to a digital phase, and now to an intelligent phase, aligning its services with the evolving needs of its clientele [1]. - The company hosted the "China Electronic Cloud AI Innovation Development Forum" on July 26, where it launched the "China Electronic Cloud·New Star," a comprehensive AI solution tailored for key national industries [1][3]. Group 2: AI Solutions and Services - The "3+3+N" product service system of China Electronic Cloud includes three core product supports: multi-modal data governance platform, model development platform, and application development platform, along with three service systems: AI strategic consulting, delivery, and courses [3][4]. - The company has established high-quality data set collaboration intentions with over five national laboratories and more than ten central enterprises, indicating its commitment to AI innovation [3]. Group 3: Challenges and Solutions - The limitations of general models in specific sectors such as defense and state-owned enterprises necessitate the creation of high-quality data sets tailored to industry characteristics [5]. - To address cost-effectiveness issues, the company emphasizes the need for deep optimization between software and hardware to enhance training and inference efficiency [5][6]. Group 4: Future Trends and Applications - AI agents are viewed as a new role that requires specific skills and standardized processes, but their effectiveness can diminish due to accuracy loss in complex tasks [7]. - The concept of a "flywheel" effect is crucial for the continuous optimization and evolution of AI agents after deployment, ensuring they can adapt and improve over time [8].

Industry Overview - The global PCB market is projected to reach $73.565 billion in 2024, with a year-on-year growth of 5.8%, and is expected to grow to $94.661 billion by 2029, reflecting a compound annual growth rate (CAGR) of 5.2% from 2024 to 2029 [1] - PCB is essential for the development of electronic devices such as smartphones and AI servers, indicating strong underlying demand in the electronics sector [1] Company Performance - Willgo announced an expected revenue of $700 million to $720 million for the first half of the year, representing a year-on-year increase of 55.41% to 59.85%. The net profit is projected to be between $43 million and $50 million, with a growth of 12.55% to 30.87% [3] - Willgo attributes its performance to increased demand from the AI market, expansion of overseas clients, and advancements in technology, leading to a significant growth in orders [3] - Mankun Technology forecasts a net profit of $60 million to $70 million for the first half of 2025, marking a year-on-year increase of 53.98% to 79.64%, driven by capacity ramp-up and optimization of product and customer structure [3] - Shengyi Electronics expects revenue between $3.65 billion and $3.88 billion for the first half of 2025, a year-on-year increase of 84.98% to 96.73%, with net profit projected at $511 million to $549 million, reflecting a growth of 432.01% to 471.45% [4] - Shengyi Electronics attributes its significant growth to continuous optimization of product structure and strategic capacity adjustments, enhancing its competitive edge in the mid-to-high-end market [4]