据知情人士透露，亿万富翁马斯克正悄悄地为他组建政党的计划踩刹车。 马斯克已告知其盟友，他希望将注意力集中在他的公司上，并且不愿因创建一个可能分走共和党选民选 票的第三方政党而疏远有权势的共和党人。 马斯克的这一姿态，与上月初有所转变，当时他曾表示将组建他所谓的"美国党"，以代表那些对两大主 要政党不满的美国选民。 知情人士称，在他考虑发起一个政党之际，这位特斯拉首席执行官的部分重点，一直放在维持与副总统 J.D. 万斯的关系上，后者被广泛视为"让美国再次伟大"（MAGA）政治运动的潜在继承人。 与万斯"搭线" 近几周，马斯克一直与万斯保持联系，他已向其伙伴承认，如果他真的组建一个政党，将损害他与这位 副总统的关系。 一些知情人士说，马斯克及其伙伴已告知他身边的人，他正考虑动用其庞大财力的一部分，来支持万斯 可能在2028年竞选总统。马斯克在2024年的选举中花费了近3亿美元来支持特朗普和其他共和党人。 和特朗普和解？ 今年早些时候，马斯克曾与特朗普公开闹翻，他声称没有他的支持，特朗普就不会坐在椭圆形办公室， 并批评了特朗普力推的影响深远的税收与支出一揽子方案。 7月，马斯克告诉他在X上的2亿多名粉丝，他将组织 ...

今年以来，泡泡玛特的股价上涨超过235%。公司创始人王宁也因此成为中国第十大富豪。 周三，泡泡玛特（9992.HK）一度涨超6%，股价逼近300港元，市值盘中突破4000亿，创历史新高。 凭借"LABUBU"这一IP，泡泡玛特在全球范围内取得了巨大成功。根据该公司8月19日发布的半年报， 其营收达到138.8亿元人民币，同比增长204.4%，经调整净利润为47.1亿元，同比增长362.8%。这一成 绩不仅突破了半年度营收百亿元大关，净利润更是超过了2024年全年。 至于后续业绩展望，泡泡玛特表示，总体而言，今年上半年的利润率约为33%，下半年利润率将有所提 升，预计今年净利润率在35%左右。 泡泡玛特创始人王宁则乐观表示，希望今年实现200亿人民币的收入，感觉今年达到300亿人民币也相当 轻松。 泡泡玛特称，知识产权是其业务的"核心"，并计划继续扩大其全球业务版图。该公司在上半年大量增加 了门店数量，全球门店总数达到571家，同时拥有近2600台自动售货机。其中，美洲地区新增门店数量 最多，其次是大陆地区。 财报显示，泡泡玛特的海外市场表现强劲，亚太地区是其最大的海外市场，上半年营收同比增长 257.8%，达 ...

Group 1 - The core viewpoint indicates that the soda ash futures market is experiencing a significant decline, with the main contract dropping over 6% to around 1290, and the glass main contract falling over 5% to approximately 1150 due to increased supply and weak demand [1] - As of this week, soda ash inventory stands at 1.8973 million tons, with light soda ash inventory at 771,800 tons and heavy soda ash inventory at 1.1255 million tons, showing mixed changes compared to the previous week [1] - The supply side shows an increase in production due to fewer maintenance activities, while the demand side remains weak, with downstream companies primarily purchasing based on need and showing limited inventory intentions [1] Group 2 - Nanhua Futures notes that the fundamental situation of strong supply and weak demand for soda ash remains unchanged, with a focus on fluctuations in coal and raw salt prices [2] - According to Everbright Futures, the soda ash market is in a weak state with insufficient new driving forces, leading to expectations of weak and volatile prices in the short term [2] - Zhengxin Futures highlights that the supply side continues to maintain high production levels, while the demand side remains primarily based on just-in-time needs, indicating a weak fundamental outlook for soda ash [3]

Group 1 - The Federal Reserve officials are experiencing rare divisions regarding the timing and extent of interest rate cuts, with two dissenting votes during the July meeting signaling potential market concerns [1] - The Federal Open Market Committee decided to maintain the key interest rate at a target range of 4.25%-4.5%, despite dissent from two members who advocated for a 25 basis point cut [1] - The upcoming release of the July meeting minutes is expected to reveal the depth of internal divisions within the Federal Reserve, particularly regarding dovish and hawkish stances on inflation [1] Group 2 - Continuous pressure from the Trump administration for interest rate cuts is raising concerns about the independence of economic policy decisions, as political influences may be affecting the Federal Reserve's actions [2] - The Federal Reserve officials have historically avoided political commentary, but the ongoing competition for the Fed Chair position complicates their ability to maintain this neutrality [2] - Investors are likely to scrutinize the meeting minutes for indications of political interference that could undermine the Federal Reserve's policy independence [2]

Group 1 - Lithium carbonate futures have seen a significant decline, with the main contract dropping over 4% due to the resumption of production at Yichun Silver Lithium, alleviating supply reduction expectations [1] - The market is closely monitoring whether other lithium mines in Jiangxi will halt production, as current supply disturbances have not yet subsided [1] - The price of spodumene has increased, with recent auction prices for lithium concentrate at CIF $1005 per ton, translating to a lithium carbonate cost of approximately 80,000 yuan per ton, providing clear support for the futures market [1][2] Group 2 - The demand for lithium batteries remains strong, with improvements in the production of cathode materials, although the sales season for electric vehicles has not shown significant improvement [2] - The supply side is seeing a recovery in output from lithium salt plants, with a notable reduction in inventory levels [2] - The market is currently experiencing a wide fluctuation in lithium prices, with expectations of continued volatility due to ongoing supply disturbances from domestic mines and salt lakes [3][4] Group 3 - The market focus is on the impact of the recent shutdown of the Jiangxiawo mine on future price expectations, with significant price increases observed in the spot market [4] - Total market inventory remains stable at 142,000 tons, while smelter inventory has decreased to 50,000 tons, indicating a tightening supply situation [4] - The recent price surge has led to increased purchasing activity from downstream material companies, although the overall inventory levels remain high [5] Group 4 - The market is expected to see a rise in lithium prices in the short term, driven by increased purchasing activity as manufacturers prepare for the second half of the year [6][7] - There are ongoing expectations of supply reductions from various sources, including domestic and international lithium resources, which may provide upward price pressure [6][7] - The overall sentiment in the market leans towards a strategy of buying on dips, with a focus on monitoring inventory changes and the generation of new warehouse receipts [7]

音频由扣子空间生成 美联储主席鲍威尔在怀俄明州杰克逊霍尔美联储年度峰会上的演讲，总是一个高风险时刻。今年，这位 美联储主席将在炮火中登上讲台，他不仅面临着来自特朗普的猛烈攻击，其所在机构内部的"叛乱"也日 益增长。 特朗普已对鲍威尔进行了长达数月的攻击，因后者担心总统的关税会加剧通胀而拒绝在今年降低借贷成 本，称其为"倔驴"和"笨蛋"。 AI播客：换个方式听新闻 下载mp3 分析师预计，在这个通常沉稳的央行内部，即将会出现类似"炮火"般的场面。 "米兰不是那种会被美联储内部传统所包围和压倒的人，"TS Lombard的首席美国经济学家Steven Blitz 说。"他将成为代表特朗普在FOMC的煽动者，而且会引以为豪，他会对此毫不掩饰。" 这将使鲍威尔周五在怀俄明州的工作比平时更加复杂，届时市场将仔细研究他演讲中的每一个字。 道明证券的首席利率策略师Gennadiy Goldberg说。，"我们正处于这种不舒服的平衡状态，我们不知道 接下来会发生什么，市场希望周五能从鲍威尔那里得到一些确认，即他是否对降息持开放态度。" 米兰不是鲍威尔唯一的问题。两位美联储理事沃勒和鲍曼在美联储7月份的投票中投了反对票，支持降 ...

Group 1 - Yara International's chairman was arrested for embezzlement and abuse of power, but the company's operations remain normal and control has not changed [2][9] - Tenglong Co., Ltd. reported that it has small-scale products indirectly applied in data center/server liquid cooling and energy storage liquid cooling, with limited revenue impact [3] - Xianda Co., Ltd. achieved a net profit of 136 million yuan in the first half of 2025, a year-on-year increase of 2561.58%, driven by rising product prices and new product launches [4][25] Group 2 - Jifeng Technology announced a collective resignation of its board members, leading to a change in control [5] - Xiling Information's controlling shareholder is under investigation, but the company's control remains unchanged [6] - Chitianhua's subsidiary plans a scheduled maintenance shutdown for 35 days, which will not affect annual production targets [7] Group 3 - Shentong Express reported a revenue of 4.287 billion yuan in July 2025, a year-on-year increase of 9.95% [8] - Tianyu Digital's board member was arrested for embezzlement, but the company maintains normal operations [9] - Shaanxi Natural Gas's controlling shareholder plans to transfer 13% of its shares, affecting the ownership structure [9] Group 4 - Kesheng Technology's actual controller is under investigation, but the company's operations remain normal [10] - Dazhu CNC reported a net profit of 263 million yuan in the first half of 2025, a year-on-year increase of 83.82% [11] - Jinli Permanent Magnet's net profit increased by 155% year-on-year, with significant sales in the new energy vehicle sector [12] Group 5 - China Shenhua's expansion project for the Wanzhou power plant has been approved with a total investment of 6.655 billion yuan [13] - Wanfu Biology reported a net profit of 189 million yuan in the first half of 2025, a year-on-year decrease of 46.82% [13] - Round Express reported a revenue increase of 12.08% in July 2025 [13] Group 6 - Soft Control Co., Ltd. reported a net profit decrease of 23.84% in the first half of 2025 [21] - Jiangte Electric's subsidiary has completed maintenance and will resume production [21] - Blue Ocean Huaten reported a net profit increase of 159.83% in the first half of 2025 [22]

Core Points - The White House is planning a trilateral meeting in Budapest involving the leaders of the US, Russia, and Ukraine to negotiate an end to the long-standing conflict [2] - The location of the summit is still uncertain, with Budapest being a preferred choice despite other suggestions like Moscow and Geneva [2][3] - Russian officials are showing reluctance towards immediate meetings between Zelensky and Putin, advocating for a gradual approach to discussions [4] Group 1 - The US Secret Service is preparing for the summit in Hungary, which is seen as a significant diplomatic step [2] - The meeting's outcome is uncertain, with German Chancellor Merz indicating that follow-up talks between Putin and Zelensky could occur in the coming weeks [3] - The trilateral meeting may take place after a bilateral meeting between Putin and Zelensky, with Trump expected to join [5] Group 2 - NATO defense ministers are convening to discuss security guarantees and military support for Ukraine, highlighting the urgency of the situation [5][6] - European allies are facing challenges in deciding on sending peacekeeping forces and acquiring more US-made weapons for Ukraine [6] - The involvement of the US in security guarantees is viewed positively by European officials, indicating a collaborative effort [6]

男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 市场盘点 周二，美元指数日内围绕98关口来回震荡，最终收涨0.12%，报98.24；基准的10年期美债收益率收报4.309%，2年期美债收益率收报3.759%。 美国财长贝森特：将在9月1日前后开始会见11名美联储主席候选人 美联储金融监管副主席建议允许美联储工作人员持有少量加密货币 知情人士：白宫考虑在匈牙利举办俄乌领导人峰会 美商务部长卢特尼克证实政府寻求收购英特尔10%的股份 特朗普排除向乌克兰派遣地面部队的可能性，但空中支援是一种选择 标普确认美国"AA+/A-1+"主权评级，展望保持稳定 中印边界问题特别代表会晤达成10点共识 个人养老金新增3种领取情形 工信部等部门联合召开光伏产业座谈会，部署进一步规范光伏产业竞争秩序工作 现货黄金先涨后跌，盘中一度涨至3345.25的日内高点，随后持续下跌，并在美盘前加速跌势，抹去日内全部涨幅并转跌，最终收跌0.51%，收报3315.60美 元/盎司；现货白银收跌1.68%，报37.37美元/盎司。 因交易员开始押 ...

Group 1 - Trump expresses hope for Putin to advance peace talks regarding the Russia-Ukraine conflict, but acknowledges the possibility that Putin may not seek an agreement, which could put him in a "difficult position" [1] - Trump anticipates that Putin's actions will become clearer in the coming weeks and reiterates that U.S. troops will not be deployed to Ukraine, while the specifics of U.S. security guarantees remain unspecified [1][3] - Ukrainian President Zelensky views the recent talks with Trump as a significant step towards ending the conflict, despite ongoing uncertainties about Russia's willingness to cooperate [1][2] Group 2 - The atmosphere during the talks was positive, with no demands for Ukraine to surrender or cut off aid, maintaining the transatlantic alliance [2] - However, there is significant uncertainty regarding the nature of U.S. security guarantees and the intentions behind them, as discussions among allies continue [3] - Analysts suggest that Russia may delay the conflict while attempting to shift U.S. pressure through prolonged peace negotiations [4][5]