Core Insights - Cadence has announced the industry's first LPDDR6/5X memory IP system solution, achieving a speed of 14.4Gbps, which is a 50% improvement over the previous generation LPDDR DRAM, addressing the demanding memory bandwidth and capacity needs of next-generation AI large language models (LLMs) and other compute-intensive workloads [2] Company Overview - Cadence is a software company specializing in electronic design automation (EDA), formed by the merger of SDASystems and ECAD in 1988. The company provides design solutions based on its Intelligent System Design™ strategy, serving various sectors including high-performance computing, mobile communications, automotive, aerospace, industrial, life sciences, and robotics [2] - Cadence entered the Chinese market in 1992 and has since built a substantial customer base in integrated circuit (IC) and system-level design. In 2024, the company was listed among the "Top 100 Companies for Management Excellence" by The Wall Street Journal [2] Solution Advantages - The LPDDR6/5X memory IP system solution features an advanced PHY architecture and high-performance controller, ensuring system stability and reliability while optimizing power consumption, performance, and area (PPA) [3] - The solution supports both LPDDR6 and LPDDR5X DRAM protocols and can be integrated into traditional single-chip SoCs and multi-chip system architectures, enhancing flexibility and adaptability [3][4] Application and Market Potential - The LPDDR6/5X PHY can be customized for different packaging and system topologies, allowing for rapid and reliable integration, which accelerates time-to-market for products [4] - The LPDDR6/5X controller includes a complete set of industry-standard and advanced memory interface features, providing flexibility in functionality, power consumption, area, and performance to meet diverse customer needs [5] - The LPDDR6 solution also includes a memory model that allows engineers to perform comprehensive validation, ensuring compatibility with the latest JEDEC interface standards, thus reducing R&D risks and costs [6] Industry Context - The global semiconductor industry is rapidly evolving, increasing the complexity and cost of chip design, which highlights the growing importance of EDA tools. The EDA market is highly concentrated, dominated by Synopsys, Cadence, and Siemens EDA, which are considered the leading players in the first tier [6][7] - According to IDC, the EDA market in China is projected to reach 10.52 billion RMB in 2024, with the three major EDA vendors holding over 70% market share [7]

Group 1 - NTT Data Center Real Estate Investment Trust (NTT DC REIT) was listed on the Singapore Exchange (SGX) on July 14, with the stock code "NTDU" [1] - The primary investment strategy of NTT DC REIT is to invest directly or indirectly in a diversified portfolio of income-generating real estate, primarily focused on data centers and assets essential for the digital economy [1] - The IPO portfolio includes six operator-neutral assets that meet Tier III or equivalent standards, distributed across the United States, Austria, and Singapore, with a total estimated value of approximately $1.6 billion and a designed IT load of about 90.7 megawatts (MW) as of December 31, 2024 [1] Group 2 - Pol de Win, Executive Vice President of SGX Group, expressed excitement over the listing of NTT DC REIT, highlighting the growth potential of the data center asset class and the opportunities it presents for global investors in digital infrastructure [2]

Core Viewpoint - The exhibition "New Chapter of Art: Special Exhibition of New Creations from China's Top Ten Art Academies" showcases the creative works of emerging artists from leading Chinese art institutions, reflecting diverse artistic explorations and profound thoughts [1][2]. Group 1: Exhibition Overview - The exhibition will take place from June 28 to October 31 at the Different CIRCLE Contemporary Art Center [2]. - It features over 50 outstanding works across various fields, including painting, sculpture, installation art, and new media art, creating a rich and multidimensional artistic matrix [2]. Group 2: Artistic Diversity - In the painting section, meticulous lines of fine brushwork contrast with the expressive ink of freehand painting [2]. - The sculpture area showcases the interplay of metal and wood, combining traditional joinery with modern forms, highlighting the limitless possibilities of materials and craftsmanship [2]. - The new media art section utilizes cutting-edge technologies like digital projection and artificial intelligence, transforming art from static displays into immersive experiences [2]. Group 3: Engagement Activities - The organizers will host a series of activities, including "Young Artists' Creation Salon" and "Interdisciplinary Art Workshops," inviting seasoned scholars and curators to engage in deep dialogues with participating students [2]. - This exhibition serves as a concentrated display of the achievements in contemporary art education and signifies the infinite possibilities for the future development of Chinese art [2].

（原标题：千亿级保险资管新布局：励正10%年金资金注入黑石2370亿美元债权平台） 7月16日，黑石（纽约证券交易所代号：BX）宣布和励正集团（L&G, 伦敦证券交易所股票代号： LGEN）已于近日达成一项长期战略合作伙伴关系。这一合作将整合双方在债权平台的优势，增强励正 在年金领域的竞争优势，并提升其在关键市场和核心渠道的资产管理能力。 励正集团的年金业务将借力黑石的私募债权发起平台，接入以美国市场为主的多元化投资级资产池。这 一合作将是对励正现有实力的有力补充，助其获得竞争优势、提升投资回报并促进业务增长。励正拟将 其未来新增年金业务资金流的10%投入此项合作。这将为黑石当前管理的2370亿美元（数据截至2025年 3月31日）第三方保险资产平台（涵盖投资级私募债权、流动性债权及其他策略）注入新的资金来源。 励正集团首席执行官 Antonio Sim?es 表示： "此次合作公告标志着我们在实现专注、可持续增长及提升 股东回报的战略之路上又迈出了重要一步。与黑石的合作伙伴关系将对我们在保险、投资和资产发掘方 面的能力形成有益补充，进一步巩固我们在养老金风险转移市场的领先地位，并助力我们满足市场对公 开和私 ...

（原标题：伟伟道来｜ 50天后，俄乌冲突是否面临转折点） 近期关于俄乌冲突，有两个关键的时间节点：50天、90天。 50天是美国总统特朗普提出的。 7月14日，特朗普在白宫会见北约秘书长吕特时表态，要求俄罗斯在50天内同乌克兰达成和平协议，否 则将对俄罗斯征收高额关税。他说："我们对（俄罗斯）非常、非常不满意。如果我们在50天内没有达 成协议，我们将征收非常严厉的关税，税率约为100%。" 90天是乌克兰总统泽连斯基提出的。 泽连斯基延长战时状态属于例行动作。 特朗普给俄乌冲突划期限，也不是第一次。 特朗普是今年1月20日就职的。根据美国媒体的报道，特朗普就职伊始就任命凯洛格为俄乌问题特使， 并要求他在100天内结束俄乌冲突。1月22日，特朗普在社交媒体上发文，表示若俄拒绝与乌达成和平协 议，美将对俄加征关税并施加制裁。 从100天到50天，特朗普划期限的时候，口吻都是一致的。 但是这一次，情况有了重大变化。 这个变化就是，在特朗普政府的操作下，美国正从乌克兰的无偿支援者，变成武器供应商。 特朗普和吕特会面的当天，德国国防部长皮斯托里乌斯造访了美国国防部（五角大楼），与美国国防部 长赫格塞思探讨对乌军援，其中 ...

（原标题：心理学｜为什么心理学家总说不同的词，但讲的好像是一回事） 你有没有过这样的困惑，刷手机时看到心理学文章，这个专家说"人格面具"，那个咨询师讲"防御机 制"，还有育儿博主提到"求生存姿态"——明明每个词都不一样，但仔细一读，好像都在说"人为了应对 压力会发展出一些特定的行为模式"。 为什么心理学家不能统一用一个词？这些概念到底有什么区别？对我们普通人又有什么用？ 这篇文章，我们就来回答一下这个疑问。 弗洛伊德从潜意识冲突的角度提出"防御机制"：当本能欲望，如愤怒、性需求与社会道德产生冲突时， 大脑会自动启动保护策略，比如否认、压抑。他的重点是"无意识如何影响我们的选择"。 这些概念看似不同，实际上像是从不同维度观察同一座山——荣格看到了山顶的社会角色，萨提亚聚焦 山腰的家庭互动，弗洛伊德挖掘了山脚的潜意识暗流。 理论的发展：从粗到细的探索 科学理论的发展，往往遵循"从宏观到微观"的规律。早期的理论像广角镜头，覆盖范围大但细节模糊； 后期的理论则像变焦镜头，聚焦更具体的问题。 弗洛伊德最早提出了"防御机制"的概念，这是一个非常宽泛的概念，指所有无意识的心理保护策略，比 如遗忘痛苦经历、合理化失败。 荣格 ...

经济观察报 记者 刘晓诺 7月1日，罗一从冰箱中取出减肥针，针头很细，扎入腹部时没有她想象的疼痛。然而，几小时后，她吐 空了胃里所有东西，甚至吐出绿胆汁。医院急诊检查结果显示，她出现了低血糖、急性胃肠炎、急性胃 黏膜病变等严重不良反应。 罗一打的这支针是来自孟加拉的替尔泊肽（Tirzepatide）。替尔泊肽是跨国药企礼来研发的一款明星减 肥药。数据显示，替尔泊肽使用者在72周后平均减重22.8公斤。2025年1月，替尔泊肽在中国上市。 2025年第一季度，其全球销售额达到61.5亿美元。 罗一使用的孟加拉版替尔泊肽并非礼来的原研药，而是由当地药厂仿制的。孟加拉因有专利豁免权，可 在原研药专利期内获得仿制权。据经济观察报调查发现，至少有6种孟加拉版替尔泊肽在中国市场上流 通。 价格低是中国很多消费者愿意选择孟加拉版替尔泊肽的主要原因之一。以2.5mg为例，礼来原研的替尔 泊肽每支单价约为405元，四支起售，约需1620元。目前国内代购销售的孟加拉版替尔泊肽的单价为190 元—260元，可单支起售。 据经济观察报了解，孟加拉版替尔泊肽多是通过代购渠道进入中国，运输途中有变质、失活的可能。使 用者往往是在没有处方 ...

检察机关在审查起诉阶段，依法告知了被告人孙玉宁享有的诉讼权利，并讯问了被告人，听取了辩护人 的意见。检察机关起诉指控：被告人孙玉宁利用担任长春海关党组成员、副关长，满洲里海关党组书 记、关长，郑州海关党组书记、关长，大连海关党组（党委）副书记、关长，海关总署党委委员、副署 长等职务上的便利，以及职权、地位形成的便利条件，为他人谋取利益，非法收受他人财物，数额特别 巨大，依法应当以受贿罪追究其刑事责任。 公开资料显示，孙玉宁，汉族，1965年7月生，吉林舒兰人，省委党校大学学历。他于1985年8月参加工 作，1988年9月加入中国共产党。早年，孙玉宁曾在长春海关担任多个职务，包括关税统计处综合统计 科副科长、综合统计处副处长、货运监管处副处长（主持工作），并于1998年升任长春海关所属长白海 关关长。此后，他陆续担任长春海关副关长、满洲里海关关长、郑州海关关长等职务。2018年，孙玉宁 调任大连海关关长、党委副书记，并于2020年10月进京出任海关总署副署长、党委委员。 （原标题：海关总署原副署长孙玉宁涉嫌受贿被公诉） 7月15日，据最高人民检察院发布消息，海关总署原党委委员、副署长孙玉宁因涉嫌受贿罪，已被正式 ...

Core Insights - The 2025 China Advertising Forum focuses on the integration of AI, cultural tourism brands, and the digital economy, aiming to showcase the vitality of the advertising industry in technological innovation and brand building [2][4] - The forum is held in Hohhot, Inner Mongolia, highlighting the city's cultural heritage and business environment, and aims to explore collaborative innovation paths between the advertising industry and urban development [2][4] Group 1: Advertising Industry Development - The advertising industry plays a crucial role in connecting supply and demand, enhancing consumption, shaping brands, and promoting culture, especially in the context of digitalization and cultural tourism integration [4] - The State Administration for Market Regulation emphasizes the importance of the advertising industry in stimulating consumption, facilitating economic circulation, and enhancing cultural confidence [6] Group 2: Hohhot's Economic Landscape - Hohhot showcases dual attractions of a "25-degree coolness" and a "billion-level dairy industry," with six major industrial clusters including green agricultural products, new materials, renewable energy, information technology, modern equipment manufacturing, and biomedicine [4] - The city is deeply integrated into the Beijing-Tianjin-Hebei economic circle, demonstrating resilience and vitality in high-quality development [4] Group 3: Brand Development Standards - The forum includes the launch of a group standard for brand development capability, co-developed by various organizations, marking a significant step in industry standardization and providing a scientific basis for brand value assessment [10] - The standard aims to enhance brand development capability and credibility through standardized evaluation activities [10] Group 4: Media and Brand Collaboration - The Central Radio and Television Station shares its latest innovations in media communication, emphasizing its role as a significant brand communicator and the launch of nearly 70 innovative projects to enhance brand value and market performance [8] - The station is exploring new business models and creating a collaborative ecosystem for brands, focusing on multi-dimensional communication and maximizing marketing effectiveness [8]

（原标题：麦济生物冲刺港股IPO） 根据弗若斯特沙利文的数据，过敏性及自身免疫疾病药物的市场规模庞大。2023年全球过敏性疾病药物 市场规模为618亿美元，预计到2032年将扩大至1222亿美元，2023年至2032年的复合年增长率为7.9%。 2023年中国过敏性疾病药物市场规模为72亿美元，并预期将持续其强劲增长，到2032年将达310亿美 元，2023年至2032年的复合年增长率预计为17.5%。 自身免疫疾病药物的全球市场规模在2023年为1338亿美元，预期2032年将达到1923亿美元，2023年至 2032年的复合年增长率为4.1%。由于中国自身免疫疾病的诊断率较低，市场规模一直较小，但随着人 们对创新疗法的意识提高及潜在的营销活动，预期市场规模在未来将出现大幅增长。整体市场预期将由 2023年的38亿美元增加至2032年的266亿美元，2023年至2032年的复合年增长率为24.0%。 截至最后实际可行日期，麦济生物持有20项授权专利，包括8项中国内地授权专利及12项其他司法管辖 区授权专利；以及23项专利申请，包括18项其他司法管辖区专利申请及5项PCT专利申请。但是该公司 目前没有任何已获 ...