专家分析，牛肉价格回落需等待供给端恢复与需求端降温的双重信号。当前牧场主因利润微薄补栏意愿低迷，而消费者对高价牛肉的接受度尚未出现拐点。 美国农场局联合会经济学家Bernt Nelson表示："家庭财务状况是关键——收入增长时吃牛排，经济承压时转向鸡肉或植物肉。" Swanson预测，本轮牛肉价格周期或已接近顶点，但降价路径充满变数。若干旱持续、饲料成本居高不下，叠加全球经济放缓抑制出口需求，美国牛肉市场 可能面临"高价滞销"风险。对于消费者而言，短期内需做好"牛魔王"持续肆虐的心理准备。（陈十一） 与鸡蛋因禽流感短期供应中断不同，牛肉涨价是长期供需失衡的结果。富国银行首席农业经济学家Michael Swanson指出，美国牛群规模已降至74年来最低 水平，干旱导致牧场减产、饲料成本飙升，叠加进口增加但出口骤降22%，市场呈现"供弱需强"格局。泰森食品CEO直言："这是牛肉行业史上最具挑战环 境。" 尽管价格高企，美国消费者对牛肉需求依然强劲，约8%的消费依赖阿根廷、澳大利亚和巴西进口。Swanson称，美国已从贸易平衡国转为净进口国，"全球 最贵牛肉"称号进一步推高采购成本。然而，美国农场局联合会警告，若消 ...

Core Viewpoint - Tesla is facing a five-day court confrontation with the California Department of Motor Vehicles (DMV) regarding allegations of misleading advertising related to its Autopilot and Full Self-Driving (FSD) technologies, which could significantly impact its operations in California, the largest market for electric vehicles in the U.S. [1][3] Group 1: Legal Issues - The California DMV accuses Tesla of making false or misleading claims about its Autopilot and FSD capabilities, stating that the vehicles can complete trips without driver intervention, which violates California's consumer protection laws [3] - Tesla argues that the DMV's claims are taken out of context and that the company has always indicated the need for driver supervision, emphasizing that the technology is not fully autonomous [3] - The court has not accepted Tesla's defense that the DMV had implicitly approved the use of the "Autopilot" and "FSD" branding since 2014, and the case is set to proceed to trial in 2024 [3] Group 2: Market Impact - California accounts for one-third of all electric vehicle sales in the U.S., making it a critical market for Tesla [3] - If the court grants the DMV's request to suspend Tesla's manufacturing and dealer licenses for at least 30 days, it could jeopardize Tesla's performance targets for 2025 and exacerbate cash flow pressures [3] - The ongoing legal challenges, including a jury trial in Florida related to a fatal accident involving a Model S, could lead to broader regulatory scrutiny of autonomous driving marketing practices across the U.S. [4]

《野兽日报》还提到，卢特尼克一直积极捍卫特朗普关税政策，但偶尔也会因其前后不一、夸夸其谈的言论而遭到抨 击。 【环球网报道】据美国《野兽日报》《纽约客》杂志21日报道，美商务部长霍华德·卢特尼克在接受采访时爆料说，美 国总统特朗普几乎每晚都会在凌晨1点左右打电话给他，有时只是为了闲聊、谈论体育，也会寻求卢特尼克对他在媒体 面前表现的反馈。 卢特尼克在采访中透露，他几乎每晚睡觉前都会和特朗普通话，有时是讨论诸如关税之类的"正事"，但也会谈"无关紧 要的事情"，比如"体育赛事、人物八卦、你和谁吃的晚饭、这个人为人如何、那家伙做的事简直难以置信、电视节目怎 么样、我在电视上看到什么、你觉得某人在电视上说的怎么样、你觉得我的新闻发布会表现、这条帖文如何"。 "特朗普还会在深夜给其他人打电话。"卢特尼克补充说。 《野兽日报》称，尽管外界对卢特尼克迄今为止的履职表现褒贬不一，但他认为自己是特朗普的"首席交易员"。"在这 些人里，除了唐纳德·特朗普，没有人像我这样有商业经验。"他在采访中表示，"我太了解他了，以至于我知道冰球会 滑向何处（指能够预测事情走向——编者注）。" 不过，卢特尼克也曾遭受特朗普的怒火，其中一次涉及美 ...

路透社在报道中提到，以色列坦克21日首次推进至代尔拜拉赫的南部和东部地区。以色列消息人士称，军方认为可能有 人质被扣押在该地区。当地医务人员称，坦克炮击中了该地区的房屋，造成至少三名巴勒斯坦人死亡，另有数人受伤。 美国《华盛顿邮报》在报道此事时称，其多次向以色列军方寻求置评，以军均未回应。 巴勒斯坦加沙地带卫生部门21日发表声明说，自2023年10月新一轮巴以冲突爆发以来，以色列在加沙地带的军事行动已 造成59029人死亡、142135人受伤。包括英国、澳大利亚、加拿大、日本、法国在内的20多个国家的外交部长21日发表 联署声明，要求立即结束加沙地带战争，敦促以色列遵守国际人道主义法规定的义务、立即解除对人道主义援助物资的 限制。以色列外交部同日发表声明，正式拒绝该联合声明，斥其"脱离现实"且向巴勒斯坦伊斯兰抵抗运动（哈马斯）传 递错误信号。 【环球网报道】据路透社、土耳其阿纳多卢通讯社等多家媒体报道，世界卫生组织（WHO）当地时间21日发表声明 称，以色列军队当天对该组织位于加沙地带中部代尔拜拉赫的工作人员住所和主要仓库发动三次袭击，并扣押了其工作 人员和家属。目前暂未看到以军作出回应。 世卫组织总干事谭德 ...

自民党籍众议员铃木英敬发文称，石破茂仍不辞职"可以说是轻视选举"，"与轻视投票的日本国民无异"。他还说，"领导者就应该承担责任，希望他能尽早 作出决断。"自民党籍参议员若林洋平则说，"在众议院和参议院选举中众多同胞都落选了，陷入如此境地领导者仍不承担责任，这是不可接受的。" 日本广播协会称，在参议院选举后，自民党高知县支部联合会21日决定，将向自民党本部提交申请，要求石破茂尽早辞职。 【环球网报道】据日本东京广播公司22日报道，在参议院选举后要求日本首相石破茂辞职的呼声在自民党内愈演愈烈，党内意见认为自民党总裁选举或将无 法避免。 日本第27届参议院选举结果21日揭晓。在各党争夺的125个议席中，由自民党和公明党组成的执政联盟获得47席，加上75个非改选议席，未能超过参议院总 共248个议席的一半。日媒称，自公联盟的议席数较选举前大幅减少，这场大败使得日本首相石破茂的执政变得更加困难。 在这种背景下，已经有多名自民党人士公开要求石破茂辞职。自民党前干事长甘利明22日在社交媒体上发文称，"（石破茂）设置了低到不能再低的议席目 标，然而仍然未能兑现。在（众议院、参议院选举）两次惨败之后他还握着权力不放。他将要失去 ...

ACT在公开信中直指，谈判一年来尽职调查机会"极为有限"，管理层接触"程式化"，7&i特别委员会与大股东伊藤 家族"拒绝真诚讨论"。尽管ACT多次在监管协调、资产剥离、反向终止费等方面让步，仍未能打动对方。7&i则回 应称，对ACT"单方面终止协商"不意外，并否认其指控。 此次收购失败不仅波及双方利益，更令高盛、摩根士丹利等投行损失数千万至数亿美元潜在佣金。日本综合商社 三井物产也错失以约10亿美元出售所持7&i 2%股权的机会。分析认为，交易失败凸显日本市场特殊性及外资收购 日企的复杂性，尽管日本并购市场上半年交易额同比激增两倍，但外资信心仍待修复。 面对业绩持续低迷，7&i已启动变革：任命美籍CEO Stephen Dacus推行"精益化改革"，以8147亿日元向贝恩资本 出售超市业务"YORK Holdings"，并计划2026年分拆北美7-Eleven业务上市。为安抚股东，7&i承诺通过股票回 购、引入战略伙伴及北美IPO等方式，实现约2万亿日元股东回报。（陈十一） 【环球网财经综合报道】当地时间7月16日，加拿大便利店巨头Alimentation Couche-Tard（ACT）宣布撤回对日本 7- ...

路透社援引一份总统令草案称，巴西将在北京设立这一办公室。同时，相关筹备文件提到双边贸易"日 益复杂"，以及加强税收和海关事务合作的必要性。 【环球网报道 记者 李梓瑜】据路透社当地时间21日独家报道，在巴中两国深化双边关系之际，巴西财 政部表示，巴西将在中国设立一个税务咨询办公室。报道称，在美国总统特朗普的关税政策加剧全球紧 张局势背景下，此举凸显巴西越来越重视与其第一大贸易伙伴——中国的关系。 报道提到，上述举措正值美国和巴西间的贸易紧张局势加剧之际。此前，特朗普在社交媒体上公布致巴 西总统卢拉的信函，称将自8月1日起对从巴西进口的商品征收50%关税，同时要求巴西政府停止对前总 统博索纳罗的司法调查。卢拉7月17日发表公开讲话称，巴西不接受特朗普利用关税进行勒索，巴西社 会各界将团结一致捍卫巴西主权。 路透社称，自2009年以来，中国一直是巴西最大贸易伙伴。当被问及为何巴西现在在中国设立税务咨询 办公室时，巴西财政部否认这与"贸易战"有任何关联。该部门称，"没有任何政治动机"，并表示这一举 措反映了双边贸易的重要性，以及在税收和海关问题上加深合作的必要性。 公开资料显示，截至2023年，中国连续15年成为巴 ...

【环球网报道】据彭博社、美国Axios新闻网报道，美国白宫新闻秘书卡罗琳·莱维特当地时间21日证实，以色列上周轰炸叙利亚让美国总统特朗普"措手不 及"，后者感到不满，并要求以色列总理内塔尼亚胡改变这一局面。 莱维特表示，特朗普"与内塔尼亚胡保持着良好的工作关系和频繁的沟通，叙利亚和加沙地带天主教堂遭轰炸事件让他措手不及……这两起事件中，总统都 迅速致电总理要求改变这一局面。" 此外，Axios新闻网20日曾发布报道称，以色列上周决定轰炸叙利亚政府大楼，使美国高级官员感到震惊，并加剧了他们对以色列在中东地区政策的担忧。 有美国官员表示，内塔尼亚胡"表现得像个疯子"，美政府内部愈发感觉到，内塔尼亚胡急于扣动扳机可能会破坏特朗普的议程。对此，莱维特21日证实，特 朗普"至少部分认同"这种观点。 本月13日以来，叙利亚南部德鲁兹人聚居的苏韦达省爆发武装冲突，造成大量人员伤亡。以色列14日起介入叙南部武装冲突，16日对叙"总统府"附近地区等 地发动猛烈空袭。叙利亚外交部门16日发表声明，"以最强烈的措辞"谴责以色列当天对叙首都大马士革和南部苏韦达省政府机构及民用设施的侵略行为。 美国国务卿鲁比奥16日在社交媒体上发文说 ...

Core Viewpoint - The Hong Kong stock market has seen significant movement in the vocational education sector, particularly with the leading stock Fenbi (02469.HK), which experienced a surge of over 25.5%, reaching a peak of 3.8 HKD per share, marking its largest single-day increase of the year, driven by the industry's embrace of AI technology and the commercialization breakthroughs of leading companies [1] Industry Turning Point - The Chinese vocational education market is entering a trillion-yuan era, with market size growing from 516.7 billion yuan in 2016 to 781.1 billion yuan in 2021, reflecting an annual growth rate of 8.6%, and is expected to reach 1 trillion yuan by 2026 [2] - Traditional training models face structural challenges, including mismatches between standardized courses and personalized needs, scarcity of quality teaching resources, and the divide between fragmented knowledge transfer and systematic skill development [2] Technological Breakthrough - Fenbi's recent stock performance is attributed to its commercial breakthroughs in AI product matrices, establishing a comprehensive AI technology ecosystem that covers the entire chain from underlying technology to commercial application [3] - By July 2024, Fenbi plans to launch its first industry-specific large model, enhancing user experience and operational efficiency, with internal assessments showing superior performance in various subjects compared to general models [3] Industry Competition - Competitors like Huatu Education and Zhonggong Education are also accelerating their AI strategies, with Huatu launching a personalized tutoring system and Zhonggong introducing an AI employment learning machine [4][5] - A differentiated competitive landscape is emerging, with Fenbi focusing on a comprehensive learning loop, Huatu leveraging vast data for teaching enhancement, and Zhonggong creating a service ecosystem based on hardware [5] Growth Opportunities - AI penetration in the vocational education sector is currently below 10%, but significant growth potential exists, with the market capacity potentially expanding 2-3 times by applying technology models to related fields [6] - The upcoming launch of AI hardware will complete Fenbi's ecosystem of software, intelligent hardware, and human services, aligning with global trends in AI education [6] Capital Logic - Fenbi's stock price has increased over 40% since April, reflecting a fundamental shift in valuation logic within the education industry, moving away from traditional PE methods to recognizing the value of AI-driven enterprises [8] - Analysts believe that Fenbi's AI products, currently focused on civil service exams, have the potential to expand into other areas, enhancing user engagement and learning outcomes [8]

Core Insights - The rapid development of generative AI technology is transforming information acquisition paradigms, with China's AI search user base exceeding 600 million, shifting from traditional "search-filter" to "question-answer" interactive behavior [1] - The emergence of Generative Engine Optimization (GEO) faces challenges in understanding brand value and integrating it into recommendation systems, highlighting a gap between technology and marketing needs [1] - iPowerAI, incubated by iPlus Marketing Group, offers a solution by leveraging extensive industry experience to ensure AI technology effectively serves commercial practices [1] Company Developments - The launch of iPowerAI iGeo, the first self-deploying and self-driven GEO large model product in China, aims to enhance brand visibility, recommendation accuracy, and information precision in AI search engines [3] - iPowerAI iGeo focuses on building a clear brand image in the eyes of AI, helping companies accumulate long-term AI cognitive assets for mutual benefits among brands, consumers, and AI [3] - The product features several technological advantages, including self-optimization through continuous learning and the ability to connect with buyers actively asking questions [3] Industry Trends - The multi-agent collaborative model driven by AI technology provides new solutions for various industries, with iPowerAI iGeo systematizing this advanced paradigm for AI search optimization [4] - The GEO large model creates a marketing product with self-learning and self-evolving capabilities, showcasing new possibilities for AI empowerment in marketing [4]