Group 1 - The Hong Kong stock market has seen active share buyback activities in 2023, with 238 companies repurchasing a total of 6.988 billion shares, costing nearly 180 billion HKD, indicating an increase in both the number of companies and shares repurchased compared to the previous year [1] - Financial and internet technology giants are the main players in this buyback wave, with the top ten companies spending over 3 billion HKD each, and the top five exceeding 10 billion HKD, led by HSBC Holdings at 43.525 billion HKD and Tencent Holdings at 40.043 billion HKD [3] - Alibaba has also engaged in significant buybacks, spending 11.879 billion HKD, and has a remaining buyback capacity of 19.3 billion USD valid until March 2027 [3] Group 2 - Analysts believe that the large-scale buybacks by leading companies reflect their confidence in future development and the long-term value of the Hong Kong stock market, as well as their strong cash flow and increasing strength [3] - A notable trend this year is that technology giants are not only engaging in buybacks but are also significantly increasing their capital investments in the AI sector, creating a "dual-driven" strategy [3] - Tencent's Q1 2025 financial report shows R&D spending of 18.91 billion CNY, a 21% increase year-on-year, and capital expenditures of 27.48 billion CNY, a 91% surge, indicating a strong focus on AI integration in core products [4] - Alibaba plans to invest over 380 billion CNY in cloud and AI hardware infrastructure over the next three years, which is equivalent to its total investment over the past decade [4]

Group 1 - Amazon's recent Prime Day event achieved record sales, with total sales expected to reach $23.8 billion, a 28.4% increase compared to the previous year [1][3] - The event was extended to four days, from July 8 to July 11, which is unprecedented compared to previous years that lasted only 1-2 days [1][3] - The extension of the sales period is a strategic response to the impact of U.S. government tariff policies, which have increased the cost of imported goods and suppressed consumer purchasing power [3] Group 2 - Essential back-to-school items, such as discounted clothing, electronics, and school supplies, drove significant sales during the event, indicating strong demand from parents and students [3] - The strong sales growth reflects the resilience of American consumers amid high inflation and tariff pressures, showcasing the necessity for retailers to adopt flexible strategies to mitigate policy risks [3] - Amazon's four-day event may serve as a critical reference for future retail strategies in response to long-term tariff impacts [3]

【环球网财经综合报道】美联储独立性的根基，正面临前所未有的公开挑战。 特朗普本周再次将矛头对准美联储主席鲍威尔。他公开表示，如果有关鲍威尔在美联储总部装修问题上"误导国会 议员"的指控属实，鲍威尔应"立即辞职"。 荷兰国际集团（ING）策略师的观点与德银形成呼应。尽管他们认为鲍威尔提前离职"不太可能"，但一致认为若 发生将造成严重后果：美国国债收益率曲线将急剧陡峭化。市场将不得不为更低利率预期、更快通胀前景以及最 关键的美联储独立性削弱重新定价。ING指出，这对于美元将构成"有毒组合"，而传统避险货币如欧元、日元和 瑞士法郎可能成为最大受益者。 此番言论进一步升级了特朗普对鲍威尔的长期批评。特朗普一直施压美联储大幅降息，并暗示可能在鲍威尔任期 于2028年结束前提名继任者。 Saravelos在报告中发出了更严峻的警告：美国经济当前处于"非常脆弱的外部融资地位"。这一结构性弱点意味 着，如果鲍威尔被迫离职这类重大冲击发生，由此引发的市场动荡存在急剧放大风险，可能导致"远超我们预测范 围的、更大且更具破坏性的价格波动"。 市场低估的风险与潜在冲击的严重性之间，正形成危险的断层线。当美联储独立性的基石遭遇公开动摇 ...

Core Insights - The U.S. inflation is showing signs of rising again after months of stagnation, driven by increasing import costs and the upcoming release of key economic data, including the June Consumer Price Index (CPI) and retail sales report [1][5] - Analysts expect the June core CPI to rise by 0.3% month-over-month, marking the largest increase in five months, with a year-over-year increase projected at 2.9%, the first rebound since January [3][4] - The impact of tariffs on domestic prices is a critical concern, as the market seeks to understand how these policies are affecting inflation [3][5] Inflation and Pricing Dynamics - The core CPI's expected increase reflects potential tariff transmission effects, particularly in goods like appliances and furniture, while service prices remain weak [3][4] - The current labor market shows signs of cooling, with slower wage growth making consumers more sensitive to price changes, complicating retailers' decisions on passing costs to consumers [4][5] - The interplay between consumer resilience and pricing pressure is crucial for the Federal Reserve's monetary policy decisions, especially with the next policy meeting approaching [4][5] Retail Sales and Economic Growth - Following the CPI data, the U.S. Commerce Department will release June retail sales data, which is expected to show a slight rebound after two months of decline [5] - Weak consumer spending momentum aligns with a cooling job market, and lackluster retail performance could support the narrative of a "soft landing" for the U.S. economy [5] - The upcoming CPI and retail sales data will provide a comprehensive view of the U.S. economy's current state, balancing rising inflation pressures against slowing growth [5]

Core Viewpoint - The new regulation issued by the Ministry of Finance aims to establish a long-term assessment mechanism for insurance funds, promoting stable and long-term investments in the market, effective from the 2025 performance evaluation [1][3]. Group 1: Long-term Assessment Mechanism - The core of the notification is to significantly enhance the weight and coverage period of long-term assessments, with key performance indicators (KPIs) for "return on net assets" and "capital preservation and appreciation rate" now including five-year indicators alongside annual and three-year indicators [3]. - The weight distribution for the KPIs is set at 30% for the annual indicator, 50% for the three-year indicator, and 20% for the five-year indicator, resulting in a total weight of 70% for long-term assessments [3][4]. - This adjustment is a direct implementation of a previous plan aimed at encouraging long-term capital to enter the market, indicating a clear policy intent to shift insurance companies' focus from short-term performance anxiety to long-term investment decisions [3][4]. Group 2: Market Impact and Investment Potential - The long-term assessment mechanism is expected to significantly reduce the impact of short-term market fluctuations on insurance investment behavior, thereby stabilizing market operations and enabling better long-term returns [4]. - As of the end of 2024, the total balance of commercial insurance funds in China is projected to be approximately 33 trillion yuan, with only about 11% currently invested in A-shares, indicating substantial room for growth towards the regulatory target of 25% [4][5]. - The new policy mandates that large state-owned insurance companies allocate 30% of their new premiums to A-share investments starting in 2025, potentially generating over 300 billion yuan in incremental funds annually [5]. Group 3: Policy Synergy and Market Stability - The combination of three key policies—long-term assessments, mandatory premium investment ratios, and expanded pilot programs—could bring about a significant influx of capital into the A-share market, estimated at a trillion yuan level [5]. - If insurance funds increase their stock asset allocation by just 1%, it could result in approximately 350 billion yuan in additional funds, based on the total balance of 34.93 trillion yuan as of the first quarter of 2024 [5]. - The long-term investment behavior of insurance funds is expected to stabilize the market, reduce irrational volatility, and enhance the overall investment ecosystem, providing a solid foundation for supporting the real economy and new productive forces [6][7].

据媒体报道，这一猜测源于美联储华盛顿总部翻新项目引发的争议，有特朗普政府高级官员暗示鲍威尔可能因此面临压力。普尔特在声明中表 示，若鲍威尔辞职，将"令经济繁荣"。尽管美联储未直接回应辞职传闻，但市场已迅速反应，投资者担忧美联储领导层变动可能加剧政策不确 定性，尤其是在通胀和利率前景尚未明朗之际。 同日，芝加哥联储主席奥斯坦·古尔斯比（Austan Goolsbee）警告称，特朗普政府提出的新关税政策可能重新引发通胀压力，迫使美联储延长观 望期，推迟降息计划。这一表态进一步加剧市场对货币政策走向的担忧。 【环球网财经综合报道】美东时间7月11日，美国联邦住房金融局（FHFA）局长兼房利美和房地美董事会主席比尔·普尔特（Bill Pult）发表声 明称，有报道称美联储主席杰罗姆·鲍威尔（Jerome Powell）正在考虑辞职，并称"这将是对美国的正确决定"。该消息引发市场震荡，美股三大 指数盘中短线跳水。美联储发言人对此拒绝置评，仅重申鲍威尔此前表态，即计划完成至2026年5月的任期。 据悉，鲍威尔于2018年就任美联储主席，2022年获得连任，任期至2026年。尽管他多次强调独立制定货币政策，但近年屡遭特朗普 ...

【环球网报道】据路透社等媒体报道，巴勒斯坦卫生部在一份声明中表示，一名巴勒斯坦裔美国籍男子 周五（11日）在以色列占领的约旦河西岸被定居者殴打致死。美国务院和以色列军方均对此事作出回 应。 报道援引巴勒斯坦卫生部的声明称，周五晚间，20岁的美国公民穆萨莱特在约旦河西岸城市拉姆安拉北 部一城镇遭到严重殴打。报道称，穆萨莱特的家人来自美国佛罗里达州坦帕市，他们在一份声明中表 示，医护人员找了他三个小时后，他的哥哥才将他带到了救护车旁，但他在到达医院之前就去世 了。"这是一场难以想象的噩梦和不公事件，任何家庭都不应该面对这样的遭遇。我们要求美国国务院 立即展开调查，追究杀害赛义夫（指穆萨莱特）的以色列定居者的责任。"穆萨莱特的家人说。 对此，美国国务院发言人11日表示，已获悉此事，但出于"尊重受害者家人和亲人隐私"的考虑，国务院 没有进一步置评。以色列军方则表示，以色列正在调查此事。以军方还称，巴勒斯坦人与约旦河西岸定 居者之间的冲突源于巴勒斯坦人向以色列人投掷石块，造成以色列人轻伤。 路透社提到，美国前拜登政府曾针对被指控参与约旦河西岸针对巴勒斯坦人暴力行为的以色列定居者团 体和个人实施制裁，美国总统特朗普今年1 ...

Core Points - An Israeli F-15 fighter jet experienced a severe fuel malfunction while operating deep within Iranian territory, nearly forcing an emergency landing in Tehran [1][3] - The malfunction occurred in one of the fuel tanks, preventing the aircraft from receiving necessary fuel during the mission, which posed a threat to the operation [3] - Unlike previous missions, no aerial refueling aircraft were pre-deployed for this operation, but a refueling plane was quickly dispatched after the pilot reported the issue [3] - An alternative emergency plan was prepared, which included the option to land in another country if the malfunction persisted, although the specific countries were not disclosed [3] - The refueling aircraft arrived in time to resolve the issue, allowing the F-15 to successfully complete its mission [3] Context of Israeli-Iranian Tensions - Following a large-scale airstrike by Israel on Iran on June 13, both nations engaged in multiple rounds of attacks [4] - The U.S. conducted airstrikes on three Iranian nuclear facilities on June 21, leading to Iran launching missile attacks on the U.S. base in Qatar on June 23 [4] - A ceasefire was declared on June 24, but Iran's parliament passed a bill on June 25 to suspend cooperation with the International Atomic Energy Agency [4] - Iran's military leadership expressed serious doubts about Israel's commitment to the ceasefire and stated that Iran is prepared to respond decisively to any further Israeli attacks [4]

来源：温州都市报 今天早上7点半，已经有外卖小哥晒出15个待配送的单子。 7月12日下 午冒雨送外卖的小哥 潮新闻记者 摄 饿了么小哥张智明中午12点半已经送了十几个单子，"我刚送不久，还不太熟，送的单子不多。"张智明 告诉记者，即便是午高峰期间，除了餐饮单，商超单和奶茶咖啡的订单也很多。 在最近这段时间的走访里，潮新闻记者观察到，持续爆单下，不少热门商圈都招募骑手保障运力。 不少小哥在保证准时率的前提下，一天能完成上百个订单。 "换了三拨，骑士也累了。""我的外卖小哥说'放到电梯里了，我按电梯了'，不送上来，太累了估 计。"今天中午，有人发现自己的外卖订单被换了三波小哥还没人接单，还有人说自己接到外卖小哥电 话，让去电梯里取下东西。 又到了"周末见外卖大战"时刻。 上周不少人一觉醒来发现自己错过了"史诗级的外卖大战"，感觉"错过一个亿"。 这个礼拜，周末见的"外卖大战"提前开始，周五傍晚京东抢跑推出16.8元外卖小龙虾一口价。 7月11日晚，美团发布微博"周六，快乐继续"。 7月12日一早淘宝闪购紧跟："周六吃点好的188元大券包五顿我全包"。 今天下午两点半，记者在一家奶茶店，看到台面上摆满了做好的饮品， ...

【环球网报道 记者 李梓瑜】据美国哥伦比亚广播公司（CBS）12日报道，多名消息人士向该媒体透 露，美国总统特朗普正考虑自今年1月上任后"首次"批准向乌克兰提供新资金。 俄罗斯总统新闻秘书佩斯科夫7月9日表示，尽管美国决定恢复向乌克兰运送武器，俄方仍认为美方将通 过政治和外交途径解决乌克兰问题。另外，俄方期待继续与美方对话，以修复两国关系。此外，俄罗斯 外交部多次表示，西方对乌武器供应阻碍冲突解决并让北约介入危机。俄外长拉夫罗夫警告称，所有运 送至乌克兰的武器都将成为俄军合法打击目标。 CBS援引消息人士的话称，这笔新资金可能意在"向俄罗斯传递一种信息"。报道提到，俄罗斯近日用无 人机和导弹向乌克兰发动袭击。 CBS称，该媒体已联系美国白宫寻求置评。 本月早些时候，美国国防部曾宣布暂停向乌克兰交付部分军火援助。多家美国媒体报道说，这一决定缘 于对美国军火库存过度下降的担忧。但是，特朗普很快变卦，于7月7日表示将向乌克兰提供更多武器， 并于8日批准向乌克兰运送更多防御性武器。据美联社10日援引美国官员消息报道，美方已恢复向乌克 兰运输部分武器。特朗普10日接受媒体采访时表示，美国援助乌克兰的武器弹药将由北大西洋 ...