Core Insights - Microsoft reported its Q4 and full-year financial results for FY2025, showing strong growth in revenue and net profit, with Q4 revenue reaching $76.441 billion, up 18% year-over-year, and net profit at $27.233 billion, up 24% [2][3] - The CEO emphasized that cloud and artificial intelligence are driving business transformation across industries, with Azure cloud revenue surpassing $75 billion for the first time, growing 34% [2] - Microsoft's stock surged over 6% following the earnings report, reaching a market capitalization of $4 trillion, making it the second company to achieve this milestone after Nvidia [3] Financial Performance - For Q4 FY2025, Microsoft’s revenue was $76.441 billion, with a net profit of $27.233 billion and diluted earnings per share of $3.65, all exceeding market expectations [2] - The total revenue for FY2025 was $281.724 billion, reflecting a 15% increase year-over-year, while net profit reached $101.832 billion, up 16% [3] Business Segment Performance - The Productivity and Business Processes segment generated $33.112 billion in revenue, a 16% increase, driven by Microsoft 365 commercial and personal products [2] - The Intelligent Cloud segment reported $29.878 billion in revenue, growing 26%, with Azure and other cloud services revenue increasing by 39% [3] - The More Personal Computing segment had revenue of $13.451 billion, up 9%, with Xbox content and services revenue increasing by 13% [3]

Group 1 - The core business segments of Unilever include Beauty & Wellbeing, Personal Care, Home Care, Nutrition, and Ice Cream [1] - In the Beauty & Wellbeing segment, the underlying sales growth was 3.4% in the first half of the year, with 1.7% from volume and 2.0% from price increases, although the growth rate has slowed compared to last year [1] - Revenue for the Beauty & Wellbeing segment reached €6.5 billion (approximately ¥53.5 billion), a decline of 0.8% [1] - The Personal Care segment saw a 4.8% increase in underlying sales, with revenue also at €6.5 billion (approximately ¥53.5 billion), but a decline of 5.9% in revenue [1] Group 2 - Despite a sluggish market, growth in the second half of the year is expected to outpace the first half, driven by continued strength in developed markets and improving performance in emerging markets, particularly India, Indonesia, and China [1] - Unilever anticipates a profit margin of at least 18.5% in the second half of the year, showing significant improvement compared to the second half of 2024 [1] Group 3 - On July 31, Unilever reported its first decline in revenue for the first half of the year in nearly five years, with revenue and profit both decreasing [3] - Although underlying sales increased slightly by 3.4%, revenue fell by 3.2% year-on-year to €30.1 billion (approximately ¥247.6 billion) due to the depreciation of the dollar and weak core business sales [3] - The underlying operating profit dropped significantly by 10.6% to €5.3 billion (approximately ¥54.3 billion) [3]

记者注意到，云天励飞于2025年7月30日向港交所递交了发行H股股票并在港交所主板挂牌上市的申 请，并于同日在港交所网站刊登了本次发行上市的申请资料。 2025年第一季度，云天励飞营收达2.64亿元，同比增长168%。 截至2025年7月31日收盘，云天励飞(688343)股价报58.55元，较前一交易日上涨2.22元，涨幅3.94%。 （文章来源：广州日报） 公开资料显示，云天励飞成立于 2014 年，2023 年成功在上交所科创板上市，代码 688343，曾一度被媒 体称为"深圳AI第一股"。过去11年，云天励飞一直致力于推动AI的大规模落地应用，已在消费级、企业 级和行业级三大领域取得多项创新成果。而在今年，云天励飞在战略上全面聚焦AI推理芯片。 根据灼识咨询报告，以2024年中国市场相关收入统计，云天励飞是排名前三的行业领先全场景AI推理 芯片相关产品及服务提供商；以2024年中国市场相关收入统计，云天励飞在NPU驱动的AI推理芯片相 关产品及服务提供商中排名中国前二。 ...

文、图/广州日报新花城记者：周伟力 （文章来源：广州日报） 7月31日，文远知行WeRide发布2025年二季度财报。二季度，企业营收1.27亿元，同比增长60.8%；Robotaxi业务二季度营收4,590万元，同比大幅增长 836.7%；Robotaxi业务占二季度营收比例大幅提升至36.1%，创2021年以来单季度历史新高。 数据还显示，二季度，企业毛利同比增长40.6%，增速稳步提升；阿布扎比Robotaxi车队规模自2024年以来增长到3倍，规模化效应显著提升； Robotaxi安全运营超2,200天。 ...

Core Viewpoint - Zhongwang Software is facing a lawsuit from Autodesk for copyright infringement, trade secret violations, and breach of existing agreements, with Autodesk seeking injunctions and damages [2]. Group 1: Lawsuit Details - Autodesk has filed a lawsuit in the U.S. District Court for the Northern District of California against Zhongwang Software and related parties [2]. - The lawsuit includes claims of copyright infringement, trade secret violations, and breach of existing agreements [2]. - Autodesk's requests in the lawsuit include an injunction against Zhongwang Software and related parties, as well as compensation for damages [2]. Group 2: Company Response - Zhongwang Software does not acknowledge Autodesk's claims and intends to take strong measures to defend itself [2]. - The company emphasizes its commitment to protecting the interests of itself and its shareholders [2]. - Zhongwang Software has a strong focus on research and innovation, with all its developed software possessing independent intellectual property rights [8]. Group 3: Company Background - Zhongwang Software has been dedicated to industrial design software for over 20 years, establishing a core technology and product matrix centered on independent 2D CAD, 3D CAD/CAM, and multi-disciplinary simulations [8]. - The company is currently unable to estimate the financial impact of the lawsuit, as the specific amount involved has not been clarified and the case has not yet gone to trial [8].

Core Viewpoint - AstraZeneca and Merck have announced that the National Medical Products Administration (NMPA) has approved the use of the PARP inhibitor Olaparib in combination with Abiraterone and Prednisone or Prednisolone for the treatment of adult patients with metastatic castration-resistant prostate cancer carrying germline or somatic BRCA mutations [1] Group 1: Approval and Clinical Data - The NMPA's approval is based on the results of the PROpel Phase III trial, which included global and Chinese cohort subgroup analyses [1] - Data from the global cohort of patients with BRCA mutations showed a significant improvement in imaging progression-free survival with the combination of Olaparib and Abiraterone compared to Abiraterone monotherapy [1] - Although the sample size of the Chinese cohort was small and interpretation was limited, the study data also indicated improvements consistent with global cohort trends, with no new safety issues identified [1] Group 2: Expert Commentary - Professor Ye Dingwei, a leading researcher of the PROpel study in China, emphasized that patients with BRCA mutation metastatic castration-resistant prostate cancer have poor prognoses and unmet clinical needs [1] - He stated that the PROpel study results allow for earlier use of Olaparib in treatment, improving patient outcomes and highlighting the potential of this innovative therapy to become a new treatment standard [1] Group 3: Company Strategy - Dr. He Jing, AstraZeneca's Global Senior Vice President and Head of Global R&D in China, expressed excitement over the PROpel study results and indicated that the company will continue to leverage both in-house research and external collaborations to enrich its pipeline for the benefit of more cancer patients [1]

（文章来源：广州日报） 7月31日，据"网信中国"公众号消息，近日，英伟达算力芯片被曝出存在严重安全问题。此前，美议员 呼吁要求美出口的先进芯片必须配备"追踪定位"功能。据人工智能领域专家透露，英伟达算力芯片"追 踪定位""远程关闭"技术已成熟。为维护中国用户网络安全、数据安全，依据《网络安全法》《数据安 全法》《个人信息保护法》有关规定，国家互联网信息办公室于2025年7月31日约谈了英伟达公司，要 求英伟达公司就对华销售的H20算力芯片漏洞后门安全风险问题进行说明并提交相关证明材料。 ...

Core Viewpoint - ByteDance is reportedly planning to develop "Doubao Car," which would integrate its Volcano Engine's automotive cloud business, focusing on intelligent vehicle solutions in the areas of "cockpit + intelligent driving" [1] Group 1: Company Plans - The "Doubao Car" initiative is seen as a competitive move against Huawei's HarmonyOS in the automotive software solutions space [1] - Volcano Engine's representative denied the rumors about "Doubao Car," stating that the company does not have plans for intelligent driving business but provides efficient algorithm training platforms for various automotive clients [1]

市委巡察组将深入学习贯彻习近平总书记关于党的自我革命的重要思想和关于巡视工作的重要论述，全 面贯彻巡视工作方针，认真落实二十届中央纪委四次全会、十三届省纪委四次全会和十二届市纪委五次 全会部署，紧扣市委"拼经济、保安全，办全运、提品质"工作主线，深入开展政治监督，聚焦党中央决 策部署在基层落实情况，重点了解贯彻党的二十届三中全会精神特别是落实各项重大改革任务以及省 委"1310"具体部署、市委"1312"思路举措，推动高质量发展的情况；聚焦群众身边不正之风和腐败问 题，重点了解履行全面从严治党主体责任和监督责任、落实中央八项规定精神及作风建设等情况；聚焦 基层党组织和党员队伍建设，重点了解加强领导班子建设、选人用人和干部人才队伍建设、基层党组织 建设及干部担当作为等情况；聚焦巡察整改和成果运用，重点了解落实巡视巡察监督以及审计等其他监 督发现问题整改的情况。 根据安排，对第二批单位的巡察从7月下旬开始至9月底结束。巡察期间，市委各巡察组分别设置专门值 班电话、邮政信箱、电子邮箱和"广州码上巡"微信二维码，主要受理反映被巡察党组织领导班子及其成 员、下一级党组织主要负责人和重点岗位领导干部（含已退休、已调离）问 ...

Core Points - The preparation for the opening ceremonies of the 15th National Games and the Special Olympics is being emphasized as a significant political responsibility and mission [2][3] - The event is seen as a platform to showcase the achievements of the Guangdong-Hong Kong-Macao Greater Bay Area and the high-quality development of Guangdong [3][4] Group 1: Event Preparation - A mobilization meeting was held in Guangzhou to reinforce the preparation work for the opening ceremonies [2] - Key officials, including Wang Xi and Guo Yonghang, highlighted the importance of the event and outlined the organizational structure for the opening ceremony [2][3] - The focus is on ensuring a seamless execution of the event, including guest reception, safety measures, and overall logistics [3][4] Group 2: Creative and Technical Aspects - Emphasis on enhancing the creative aspects of the opening ceremony, including program arrangement and technical applications [3][4] - The integration of sports elements, artistic methods, and cutting-edge technology is prioritized to present a high-level cultural showcase [4][5] Group 3: Safety and Risk Management - A strong focus on safety and risk management is highlighted, with detailed emergency plans and risk assessments being developed [5] - The need for comprehensive safety measures, including pandemic control and extreme weather responses, is underscored [5] Group 4: Public Engagement and Promotion - Efforts to create a vibrant atmosphere for public engagement are being planned, including symbolic activities like torch relay and extensive promotional campaigns [5] - The goal is to enhance the city's image and showcase the achievements of modern urban development [5]