Group 1 - International gold prices faced slight pressure, ending a two-day rebound, with COMEX gold futures net long positions dropping to 605.91 long tons, the lowest in nearly four quarters [1][2] - London gold spot prices briefly fell below $3,330 per ounce before rebounding, with current prices reported at $3,335.12 per ounce, while COMEX futures were at $3,344.8 per ounce [1] - Gold prices saw a significant drop to $3,255 per ounce last week, marking a one-month low, but rebounded to $3,350 per ounce at the start of this week, with a cumulative increase of 1.96% [1] Group 2 - Market trading sentiment has cooled, with a notable decline in COMEX gold futures net long positions in May and June, totaling 605.91 long tons for Q2 [2] - Sales of American Eagle coins have decreased, with cumulative sales of 102,000 ounces by the end of April, significantly lower than 185,000 ounces in the same period last year [2] - Gold ETFs have shown signs of net outflows, with Asian investors reducing holdings, resulting in a net sell of 4.8 tons in May and two weeks of outflows in June [2] Group 3 - Analysts attribute recent gold price fluctuations to easing geopolitical risks and changing expectations regarding Federal Reserve policies, with a focus on potential interest rate cuts in September [2] - The market anticipates a shift towards betting on Federal Reserve rate cuts in July, supported by strong global central bank gold purchases and concerns over the dollar's credibility [2] - The probability of a rate cut in September has risen to 21.3%, indicating increasing market expectations [2] Group 4 - Since 2025, the pricing logic of gold has shifted, with its monetary attributes returning, viewed as a put option under the current credit currency system [4] - The ongoing cycle of high interest rates, increased government interest expenditures, rising deficits, and declining U.S. Treasury credit is expected to enhance gold's safe-haven value [4] - A report indicates that one in three central banks managing $5 trillion in reserves plans to increase gold holdings in the next 1-2 years, the highest proportion in five years [4]

Group 1 - Microsoft announced a new round of layoffs, cutting approximately 9,000 employees, which is less than 4% of its total workforce, as part of its organizational restructuring at the beginning of the 2026 fiscal year [1] - This marks the fourth round of layoffs in 2023, with a total of nearly 16,000 employees laid off in just six months, following earlier cuts in January, May, and June [1][2] - The restructuring aims to reduce middle management levels to enhance organizational responsiveness and execution efficiency, particularly in the gaming division [1] Group 2 - Despite ongoing personnel adjustments, Microsoft reported strong financial performance, with revenues of $70 billion and net profits of nearly $26 billion for the third fiscal quarter of 2025, exceeding Wall Street expectations [4] - The company anticipates a year-over-year revenue growth of approximately 14% for the June quarter, driven by robust growth in Azure cloud services and enterprise software subscriptions [4] - The layoffs at Microsoft reflect a broader trend of contraction in the U.S. tech industry, with other companies like Google, Amazon, and Meta also implementing similar workforce reductions to streamline operations and improve efficiency [4][5]

Core Viewpoint - The central bank has been actively implementing monetary policy measures to inject stability and ample liquidity into the market, supporting the ongoing economic recovery [1][3]. Group 1: Monetary Policy Actions - On July 3, the central bank conducted a 572 billion yuan 7-day reverse repurchase operation at an interest rate of 1.40%, despite a net withdrawal of 4,521 billion yuan due to the maturity of 5,093 billion yuan in reverse repos on the same day [1]. - In June, the central bank's liquidity injection included a net reverse repo of 5,359 billion yuan, a net MLF injection of 1,180 billion yuan, and a net injection of 2,018 billion yuan from other structural monetary policy tools [3][4]. - The central bank's monetary policy committee has decided to enhance the intensity of monetary policy adjustments, aiming to maintain ample liquidity and guide financial institutions to increase credit supply [3][5]. Group 2: Market Conditions - The interbank market remains stable with a continued decline in the weighted average rate of repos, and the overnight rate has stabilized around 1.36%, marking a six-month low [1]. - The one-year interbank certificates of deposit have seen a slight decrease to around 1.62%, indicating a downward trend in borrowing costs for non-bank institutions [1]. - Analysts expect the liquidity conditions in July to remain loose, supported by the seasonal factors and the central bank's commitment to maintaining liquidity amid external uncertainties [3]. Group 3: Future Expectations - The central bank is likely to continue its proactive liquidity management, with expectations of further reductions in reserve requirements and interest rates, as well as the potential resumption of government bond trading operations [5]. - New policy financial tools are being developed, with a proposed funding amount of 500 billion yuan targeting sectors such as digital economy and artificial intelligence [4].

值得注意的是，北交所IPO受理量"遥遥领先"。6月30日获受理的43家IPO中，北交所占32家；整个6月获受理的152家IPO中，北交所达97家；上半年北交所 受理IPO项目116家，占全市场64%。券商投行部门负责人指出，沪深交易所对IPO有明确要求，主推高科技和大消费，符合要求的企业有限。北交所上半年 指数涨幅全球领先，市场有需求，多受理一点很正常。北交所成为服务"专精特新"中小企业的主力，2025年受理的辅导备案企业中，六成以上计划在北交所 上市。 尽管IPO受理井喷，但多位受访人士强调，"受理潮"并不代表"发行潮"。资深投行人士王骥跃表示，受理和IPO数量没有直接关系，以前也有受理多但最后撤 回的情况。A股资本市场新股发行预期将维持平稳向好，发行节奏进入"新常态化"，市场资金、拟上市企业质量等将是影响发行节奏的重要因素。目前沪深 交易所主推"双创"高科技和主板大消费两类IPO，A股IPO申报的"窗口期"已经来临。（文馨） 对于今年6月IPO受理数量激增是否属于"受理潮"，资深投行人士王骥跃认为，这和去年IPO几乎停滞的特例相比才有此说法。从绝对值看，今年上半年IPO 受理数量虽比去年多，仍未达到常年均 ...

Group 1 - A senior U.S. military officer apologized to Okinawa officials for a recent sexual assault incident involving a U.S. Marine [1] - The incident involved Marine Clayton Amel, who was sentenced to 7 years in prison for attempting to sexually assault a woman in Okinawa [1] - The Okinawa government reported that there have been at least two other recent sexual assault cases involving U.S. servicemen, but the suspects were not prosecuted due to insufficient evidence [1] Group 2 - Since 1972, there have been approximately 6,200 criminal cases involving U.S. military personnel and their families in Okinawa, including serious offenses such as murder, rape, and robbery [2]

Core Viewpoint - The arrival of the Chinese Navy aircraft carrier Shandong and its accompanying fleet in Hong Kong marks a significant event, celebrating the 28th anniversary of Hong Kong's return to China, showcasing military strength and fostering connections with the local community [1][3][4]. Group 1: Arrival and Reception - On July 3, the Shandong aircraft carrier fleet, including the destroyers Yanan and Zhanjiang, and the frigate Yuncheng, arrived in Hong Kong, initiating a five-day visit [1][3]. - The fleet was welcomed with a ceremonial event at the Ang Shun Chau military camp, featuring a water salute from the Hong Kong government fireboats and aerial coverage by helicopters [3][4]. - Over 700 naval officers displayed the message "National Security, Family Well" on the flight deck, symbolizing patriotism and goodwill towards Hong Kong residents [3][5]. Group 2: Public Engagement Activities - From July 4 to 6, the Shandong and its accompanying ships will be open to the public, offering military experience, training demonstrations, and national defense knowledge lectures, allowing Hong Kong citizens to engage with the military [9]. - The visit aims to enhance public understanding of the modernization and development of the People's Liberation Army Navy [9]. Group 3: Fleet Composition and Capabilities - The Shandong, China's first domestically designed and built conventional aircraft carrier, has a displacement of over 60,000 tons and can carry dozens of aircraft, functioning as a mobile naval airbase [11]. - The Yanan, a Type 055 destroyer, has a maximum displacement of over 10,000 tons and is recognized for its advanced stealth and combat capabilities [12]. - The Zhanjiang, a Type 052D destroyer, is known for its strong combat capabilities and has participated in various international maritime exercises [12]. - The Yuncheng, a Type 054A frigate, has a robust operational history, including multiple missions in international waters and participation in joint exercises [14].

【环球网科技综合报道】7月3日消息，据futurism援引彭博社报道，苹果公司正在经历一场重大的人工智能战略转折。由于自身人工智能研究进展未达预 期，苹果正在与 OpenAI 和 Anthropic 等人工智能公司洽谈，希望借助它们的技术为 Siri 提供支持。这一举措意味着苹果可能放弃过去九个月间所做出的内 部研发承诺。 目前，苹果尚未正式确定合作对象，但据匿名消息人士透露，公司已要求 OpenAI 和 Anthropic 训练各自的 LLM 以适应苹果云平台，测试大规模应用潜力。 其中，Anthropic 的 Claude 被认为最符合苹果定位。 外媒称，这一转变被视作苹果未能跟上同行在人工智能领域快速发展的体现。尽管苹果在今年 2 月宣布未来四年将向美国科技制造业投资 5000 亿美元，包 括在休斯顿建设服务器设施和在底特律建立工程学院，但其在 6 月发布的白皮书指出，整个行业对顶级 AI 模型的能力存在过度夸大。（青云） 2024 年 9 月，苹果发布 iPhone 16 时，曾宣传将推出一系列全新 "Apple Intelligence" 功能，包括对 Siri 进行大型语言模型（LLM）升级，以实 ...

来源：环球网 【环球网文化综合报道】7月2日，北京市海淀区光科技馆内，"科创青年 梦想启航"2025香港青年北京 实习体验活动正式启动。这场由中央及地方多部门指导、中关村京港澳青年创新创业中心与中国港澳同 学会联合主办的活动，吸引了200余名香港高校学子报名参与，经过严格筛选，最终60余名同学脱颖而 出。此次活动，旨在搭建京港青年交流桥梁，助力香港青年融入国家科技创新发展大局。 （参会嘉宾合照） 随着"百万青年看祖国""大湾区创未来"等计划的持续推进，京港青年交流已从单一实习向科技、文化、 民生等多领域延伸。此次活动不仅为香港青年提供职业起点，更通过沉浸式体验助其理解国家发展逻 辑。专家表示，青年是连接内地与香港的"活桥梁"，其视野与认同的拓展，将为两地协同创新注入持久 动力。未来，随着更多特色实习项目落地，京港合作有望在青年力量的推动下迈向更高水平。（白泽） 此次活动恰逢香港特区政府力推青年交流与实习计划的浪潮。据香港《星岛日报》报道，2024/2025年 度已有超3.2万名香港青年赴内地及海外交流，实习人数达4800人，较上一年度分别增长39%和65%。特 区政府通过《青年发展蓝图》进一步扩大计划广度，涵 ...

【环球网财经综合报道】日前，中央财经委员会第六次会议释放出重磅信号，提出推动海洋经济高质量发展，加强顶层设计，加大政 策支持力度，鼓励引导社会资本积极参与。这一利好消息让海洋经济板块迅速活跃起来。 东方财富数据显示，截至7月2日收盘，海洋经济板块表现亮眼，湛江国联水产开发股份有限公司、深水海纳水务集团股份有限公司、 冰山冷热科技股份有限公司等超10家公司股价涨停，多只股票跟涨。 在多重利好下，深海科技产业链上市企业正加速行动，抢占赛道先机。中国船舶重工集团海洋防务与信息对抗股份有限公司深度参与 多项深海领域国家重大项目建设；广西柳工机械股份有限公司积极推进海上风电、深海工程基建等领域的商业应用；中航光电科技股 份有限公司的产品广泛应用于海洋油气资源勘探开发装备、海洋牧场等众多场景。 中关村物联网产业联盟副秘书长袁帅建议，深海科技产业链上市企业应紧跟政策，加大核心技术投入，与科研机构合作，突破技术瓶 颈，布局新兴领域，整合产业链上下游资源，构建成熟产业生态。（文馨） | + | 复制 ▼ | 叠加 ▼ | 窦侣 | 圆线 | 見示 | 简约 | | | BK0623 海洋经济 | | | | --- | --- ...

Core Viewpoint - The "Yue Che Nan Xia" plan is set to officially launch in November, aiming to enhance cross-border travel and economic integration between Guangdong and Hong Kong, following the successful "Hong Che Bei Shang" initiative [1][3]. Group 1: Policy Announcement - The Hong Kong Transport and Logistics Bureau announced the "Yue Che Nan Xia" plan, allowing eligible Guangdong private cars to enter Hong Kong after prior reservation [1]. - The plan is modeled after the successful "Hong Che Bei Shang" initiative, which has seen over 100,000 Hong Kong private cars participating since its implementation in July 2023 [1]. Group 2: Economic Impact - The "Hong Che Bei Shang" initiative has positively impacted Hong Kong's tourism and retail sectors, with a reported increase in overnight and non-overnight mainland visitors to 16.11 million and 21.94 million respectively from May 2024 to May 2025 [3]. - Retail sales in Hong Kong showed a year-on-year increase of 2.4% in May 2025, with a month-on-month rise of 7.0% after seasonal adjustments [3]. Group 3: Implementation Details - Initially, the "Yue Che Nan Xia" plan will allow 100 vehicles per day to enter Hong Kong, targeting to attract mainland self-driving tourists to boost local retail, dining, and hospitality sectors [3]. - The Hong Kong government is planning promotional activities and incentives to encourage participation in the "Yue Che Nan Xia" initiative [3].