Market Overview - A-shares showed strength in cyclical and growth sectors, with the Shanghai Composite Index reaching a high of 3497.22 points during the day, closing up 0.32% [1] - The total market turnover exceeded 1.45 trillion yuan, an increase of 121 billion yuan from the previous day [1] - For the week, the Shanghai Composite Index rose by 1.4%, while the Shenzhen Component Index fell by 0.25% and the ChiNext Index increased by 1.5% [1] Sector Performance - The financial sector, including banks and securities, saw significant gains, with several bank stocks hitting new highs [3] - The innovation drug sector experienced a surge, with companies like Huazhang Bio and YamaTon achieving consecutive daily limit increases [5] - The gaming sector also showed strong performance, with stocks like Giant Network and Ice Age Network rising over 9% [9] Policy and Regulatory Environment - Recent announcements from the National Medical Products Administration (NMPA) indicate support for brain-computer interface medical devices, which is expected to boost related sectors [7] - The National Healthcare Security Administration's new regulations include innovative drugs in the insurance directory, further enhancing market sentiment [3][7] Innovation Drug Sector - The innovation drug sector saw significant gains, with companies like Huazhang Bio achieving a cumulative stock price increase of over 650% in the past year [5] - The NMPA's new measures aim to support high-end medical device innovation, which could benefit leading companies in the sector [7] Gaming Sector - The gaming sector is experiencing a positive trend, with a record number of game approvals in June, indicating a healthy consumption environment [11] - The first Shanghai International Animation Month event is set to enhance the gaming and animation culture, potentially driving further growth in the sector [12]

据腾讯微信公众号4日消息， 微信迎来了重大更新——优化聊天记录备份 。 优化后，用户可以将手机聊天记录备份至外部存储设备，如U盘、移动硬盘、电脑等，释放手机空间。 只需要选择可以直接连接手机的存储设备，插入手机充电口，即可通过以下路径发起备份： 【微信】->【我】->【设置】->【通用】->【聊天记录迁移与备份】，选择【备份与恢复】->【新增一 个备份】。 此次瘦身优化，主要有几个特点： 第二，聊天记录可以选择「自动备份」。如果距离上一次备份已超过24个小时，此时将手机连接到外部 存储设备，即可触发。 用户还可以设置手机电量不足20%时暂停备份，以节省电量。 第一，用户可以按需选择聊天记录范围、指定时间段，只留存那些特别的回忆。 来源：腾讯微信 关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 B 站：张某敏存在严重职务犯罪行为，已被逮捕 冠名常州队被拒？菜鸟回应 第三，备份的聊天记录采用加密存储，保证隐私不会泄漏。多人可使用同一个存储设备，聊天记录不会 出现串台或泄漏的情况。 即使备份有聊天记录的存储设备不慎丢失，他人也无法直接读取内容，仅本人的微信账号，在连接外部 设备后，才能恢复并读取相应的 ...

在充电宝行业"洗牌"的背景下，7月3日，记者走访了被誉为"中国电子第一街"——深圳华强北，发现 绝大多数商户已经撤下未带3C认证标识的充电宝产品 。 7月1日，深圳市场监管局华强北监管所向辖区内各市场下发通知， 要求"全面禁售无3C认证充电宝" 。 3日上午，深圳市场监管局到华强北市场进行了进一步巡查。 绝大多数商家都表示，已将所有不合规充电宝全部下架退回厂商，目前店内仅售卖含3C认证标识的充 电宝，记者在走访过程中发现， 充电宝"3C认证"已经成为一大卖点 。虽然价格更高，但不少消费者都 明确表示，只购买3C认证的充电宝产品。业内人士表示，充电宝产品的强制性3C认证，对行业是一次 大洗牌。 一些坚持销售3C认证充电宝的商户，因为不受低价产品的冲击，最近生意明显变好，营业额 比上个月翻了好几番。 3C认证，即中国强制性产品认证制度，充电宝行业的3C认证始于2023年。 市场监管总局要求，所有锂 电子的充电宝产品从2024年8月1日起需要获得3C的认证证书和标注认证标识 ，否则就不能够出厂、销 售、进口或者在其他的经营活动当中使用。 来源：央视财经（ID：c c t v y s c j） 关注" 新华网财经 " ...

Core Viewpoint - DeepSeek is actively recruiting top AI talent, indicating a competitive landscape in the AI industry as companies strive to attract skilled professionals [1][4]. Group 1: DeepSeek's Recruitment Efforts - DeepSeek has posted 10 job openings on LinkedIn, including positions for deep learning researchers and engineers, marking its first recruitment announcement on the platform [1]. - The company experienced explosive growth, with its model DeepSeek-R1 achieving over 20 million daily active users within 20 days of launch, prompting a large-scale recruitment initiative [4]. Group 2: Competitive Landscape in AI Talent Acquisition - Major tech companies like Meta and OpenAI are intensifying efforts to recruit top AI talent, with Meta recently hiring several key researchers from OpenAI [4][5]. - Reports indicate that salaries for senior AI scientists have surged to between $3 million and $7 million annually, with some exceeding $10 million, reflecting a 50% increase compared to 2022 [5]. - A talent report highlights that top AI talent in China can see salary increases of 30% to 50% when switching jobs, with AI product managers earning between ¥800,000 and ¥1,000,000 annually [5]. Group 3: Global AI Talent Trends - A report from MacroPolo indicates that the proportion of top AI researchers from China rose from 29% to 47% between 2019 and 2022 [7]. - Companies like Tencent and Alibaba are also ramping up recruitment in AI and related fields, with Tencent launching its largest employment initiative focused on technology roles [9].

Core Viewpoint - The article highlights the recent performance of the Shanghai Composite Index, which reached a new high for the year, driven by strong performances in various sectors, particularly in the power and PCB industries. Group 1: Market Performance - The Shanghai Composite Index hit a new high of 3477.1 points, marking a 0.41% increase by the morning close [2][3] - The power sector showed significant strength, with stocks like Huayin Power reaching a limit-up, marking its fourth consecutive day of gains [12][14] - The PCB sector gained attention, with several stocks hitting historical highs, indicating a growing market interest [6] Group 2: PCB Industry Insights - The PCB industry is experiencing rapid growth, driven by demand from AI and high-speed networking, with projections indicating a market space growth to 490 billion yuan for cloud AI server PCBs by 2026 [8][10] - PCB manufacturers are operating at high capacity utilization rates of 90%-95%, with an expected acceleration in production expansion starting in the second half of 2024 [9] - The demand for high-end PCBs is expected to increase significantly, with global output value growth rates projected at 41.7% for high-end multilayer boards and 10.4% for HDI boards by 2025 [10] Group 3: Power Sector Developments - The power sector is benefiting from increased electricity demand during the summer peak, with expectations of a 10 million kilowatt increase in maximum load compared to the previous year [14] - Huayin Power announced an expected net profit increase of 175 million to 215 million yuan for the first half of 2025, attributed to increased power generation and reduced fuel costs [14] - Investment opportunities in the power sector are suggested to focus on regional leaders with strong asset quality, stable dividend-paying companies, and firms with robust cash flow [15]

暴雨蓝色预警：四川盆地西部和南部等地局地有大暴雨 中央气象台今早继续发布高温黄色预警 ，预计今天，新疆南疆盆地、陕西中南部、山西南部、河北南 部、山东、河南、安徽、江苏、上海、湖北、湖南东部和北部、江西、浙江北部、福建南部和西北部、 四川东部、重庆等地部分地区最高气温37至39℃， 新疆吐鲁番、陕西关中、山东中部、河南东部、安 徽北部、湖北西部、浙江西北部局地可达40℃以上 。 中东部多地或将遭遇同期罕见的高温。 大城市中，济南、郑州、武汉、南京、南昌等地今后6天至7天 或高温全勤，杭州6日最高气温或达40℃，可能打破当地最早40℃纪录。 随着暖湿气流向北推进，东北、华北今后几天即便气温达不到35℃，但因为湿度大，体感温度也可能达 到35℃以上，闷热感十足。 6日起随着副热带高压逐渐减弱东撤，高温范围将逐渐收缩至黄淮、江南一带，但中东部多地闷热感仍 将持续。 今天（4日），中央气象台发布 高温黄色预警、暴雨蓝色预警和强对流天气蓝色预警 。 高温黄色预警：今年以来最强高温过程进入鼎盛阶段 今明两天（7月4日至5日）将迎来本轮高温过程的鼎盛阶段 ，高温范围达本轮过程最大，囊括华北南部 到华南中北部大片区域。 预计 ...

Core Viewpoint - The article discusses recent corporate changes and operational challenges faced by Shenzhen Romoss Technology Co., Ltd., including management turnover and operational disruptions due to a product recall incident. Group 1: Corporate Changes - On July 3, 2023, Shenzhen Romoss Technology Co., Ltd. experienced a change in legal representative, with Lei Xinyong stepping down and Lei Shexing taking over [1][6] - Additionally, on June 30, 2023, another subsidiary, Shenzhen Huazhongke New Material Technology Co., Ltd., saw Lei Shexing resign as legal representative, with Lei Zirong assuming the role, and the registered capital increased from 6 million RMB to approximately 6.06 million RMB [3] Group 2: Operational Challenges - Following a product recall incident, Romoss has faced significant operational difficulties, leading to a complete halt of production and operations since July 1, 2023, as confirmed by multiple employees [6] - The company has publicly denied rumors of bankruptcy, stating their commitment to resolving issues for customers and partners [4] - Romoss has acknowledged a surge in customer inquiries and is working on a long-term recall plan, requesting patience from users as they address these challenges [5]

Core Viewpoint - The article emphasizes the cultural significance and artistic mastery of the Yungang Grottoes, highlighting the fusion of different artistic styles and the deep respect embodied in the stone carvings, reflecting the philosophy of "respecting others as one respects Buddha" [1][5][9]. Summary by Sections - The Yungang Grottoes were commissioned by the royal authority, featuring over 250 caves and more than 51,000 statues carved into a cliff face of 1,000 meters, showcasing their monumental scale and artistic value [3]. - As the first royal-sponsored grotto project after the introduction of Buddhism to China, the site represents a blend of various civilizations, with early sculptures reflecting Gandhara style and later works integrating Gupta style and Han aesthetics [5]. - The stone masons, despite never having seen "Western Buddhas," created diverse representations of Buddha, each reflecting their interpretation of compassion, demonstrating a unique courage in artistic creation [7]. - The intricate carvings, which have endured for over 1,600 years, combine elements from Western and Central Asian influences, symbolizing a dialogue between civilizations and a deep respect for humanity [9].

当地时间7月3日，欧美股市全线上涨。受美国独立纪念日假期影响，美股提前收盘，美股三大指数均上 涨， 纳斯达克指数、标普500指数均创历史新高 。英国富时100指数、法国CAC40指数、德国DAX指数 均小幅上涨。 美股大型科技股涨跌不一， 英伟达创历史新高 。纳斯达克中国金龙指数收涨0.40%，虎虎科技国际涨 逾25%，斗鱼、万国数据涨逾10%。 当地时间7月3日，美国劳工部统计局公布的数据显示，美国6月季调后非农就业增14.7万人，预期增11.0 万人，前值从增13.9万人修正为增14.4万人。 美国非农数据发布后，纽约现货黄金价格跌近1%，国际原油价格小幅下跌。 纳斯达克指数、标普500指数创历史新高 当地时间7月3日，美股三大指数高开高走，截至收盘，道琼斯工业指数上涨0.77%、纳斯达克指数上涨 1.02%、标普500指数上涨0.83%，纳斯达克指数、标普500指数均创历史新高。 | L | w 全球 | | | --- | --- | --- | | A股 REITs 港股 | 美股 | 商品 外 三 | | 美洲市场 它 | | | | 道琼斯 | 纳斯达克 | 标普500 | | 44828.53 ...

Core Viewpoint - The article highlights significant developments in various sectors, including advancements in quantum technology, financial strategies of major companies, and trends in consumer goods and logistics. Group 1: Quantum Technology - Anhui Wentiang Quantum Technology Co., Ltd. announced the launch of China's first chip-level post-quantum password card, marking a breakthrough in the engineering application of quantum security technology [1]. Group 2: Financial Strategies - Alibaba Group plans to issue zero-coupon exchangeable bonds totaling approximately HKD 12 billion, with net proceeds aimed at cloud computing infrastructure and international e-commerce development [2][14]. - Vanke A announced a borrowing request of up to CNY 6.249 billion from its largest shareholder for debt repayment, with a borrowing term of no more than three years [9]. - Agricultural Bank of China is monitoring global stablecoin and cryptocurrency trends but currently has no plans to develop stablecoins [12]. Group 3: Consumer Goods and Market Trends - The resale prices of Labubu toys are declining, with the popular "Labubu 3.0 Front High Energy" series originally priced at CNY 99 now trading between CNY 150 and CNY 300, indicating a downward trend [3][11]. - The public offering of shares in A-share companies has seen participation from 23 public institutions, with a total allocation amount nearing CNY 11 billion and an overall floating profit of CNY 2.4 billion [11]. Group 4: Logistics and Trade - The China Logistics and Purchasing Federation reported a slight increase in the highway logistics price index, which stood at 105.1 points, reflecting a 0.06% month-on-month rise and a 2.9% year-on-year increase [6]. - The Shanghai Municipal Commission of Commerce aims to optimize the outbound tax refund consumption environment, targeting over 3,000 tax refund stores by 2027 [5]. Group 5: Corporate Developments - New companies such as Hangzhou Youbixuan Robotics and Hangzhou Goer Technology have been established, focusing on industrial robots and AI applications [10]. - Poliy Development reported a significant decrease in signed area and amount for June 2025, with a signed area of 1.5233 million square meters, down 26.20% year-on-year [19].