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华为重磅发布!余承东:对得起那4个字
Wind万得· 2025-06-11 09:03
Core Viewpoint - Huawei has officially launched the Pura 80 series smartphones and the WATCH5, marking a significant step in its high-end product lineup and the HarmonyOS ecosystem [4][8]. Group 1: Huawei Pura 80 Series - The Pura 80 series starts at a price of 6499 yuan and is the first high-end flagship to feature the HarmonyOS 5 operating system, representing a strategic milestone for Huawei [4]. - The series is expected to intensify competition in the high-end smartphone market, with Huawei regaining the top position among domestic brands with a market share of 19.4% in Q1 2025, largely due to the success of the Pura 70 series [4]. - The Pura 80 series features advanced imaging capabilities, including a 1-inch sensor and proprietary imaging algorithms, enhancing photo quality in various lighting conditions [7]. - The Pura 80 Ultra supports continuous optical zoom from 3.5x to 20x, catering to diverse user photography needs [7]. - The series is powered by the Kirin 9020 chip, which improves performance while reducing power consumption, ensuring a smooth user experience [7]. - Pricing for the Pura 80 series includes a standard version starting at 5499 yuan, a Pro version at 7499 yuan, and an Ultra version at 8999 yuan, catering to different consumer segments [7]. Group 2: Huawei WATCH5 - The WATCH5 features the latest HarmonyOS 5 system, with upgrades in health monitoring and smart interaction capabilities [8]. - It includes various health sensors for real-time monitoring of heart rate, blood oxygen, and sleep, providing personalized health recommendations through AI algorithms [8]. - The design of the WATCH5 maintains a classic round dial while enhancing material and strap design for improved aesthetics and comfort [8]. Group 3: Ecosystem Development - The launch of the Pura 80 series and WATCH5 enriches Huawei's product matrix, furthering its goal of creating a comprehensive smart living ecosystem that spans smartphones, wearables, tablets, and smart home devices [8].
行业大变局,车企集体异动!
Wind万得· 2025-06-11 02:11
随着多家车企官宣将供应商支付账期统一压缩至60天内。6月11日,龙头比亚迪等多家汽车股集体上涨。 6月10日晚间,中国一汽、东风汽车、广汽集团、赛力斯集团、吉利汽车集团五大车企同步官宣,将供应商支付账期统一压缩至60天内。之后,长安汽 车、比亚迪汽车、奇瑞集团也进行了官宣。继《保障中小企业款项支付条例》于6月1日正式施行后,国内头部汽车企业迅速响应政策号召。 // 汽车股集体上涨 // 6月11日开盘不久,龙头比亚迪港股一度大涨5%以上,A股比亚迪也上涨超过3%。紧随其后江淮汽车、北汽蓝谷等众多汽车纷纷上涨。在政策推动下,汽 车行业开启新的发展篇章。 | W | | | 汽车指数(886033) | | | | --- | --- | --- | --- | --- | --- | | | | | 06-11 09:58:10 | | | | | 15762.56 | 昨收 | 15387.18 | 成交额 | 70.10亿 | | +375.38 | +2.44% | 今开 | 15430.45 | 成交量 | 3.02亿 | | 上涨 | 24 | 平盘 | 0 | 下跌 | 0 | | 最高价 | 15 ...
Wind风控日报 | 稳定币《天才法案》本周将“闯关”美国参议院
Wind万得· 2025-06-10 22:15
// 今日关注 // 1 、商务部:对原产于欧盟的进口相关猪肉及猪副产品进行反倾销立案调查期限延长至 2025 年 12 月 16 日 2 、市场监管总局就《直播电商监督管理办法(征求意见稿)》公开征求意见 3 、稳定币《天才法案》本周将"闯关"美国参议院 4 、泛海控股股份有限公司:未能按期偿还债务 328.13 亿元 5 、日本政府考虑取消购物免税制,提高游客税 // 宏观预警 // 1 、商务部:对原产于欧盟的进口相关猪肉及猪副产品进行反倾销立案调查期限延长至 2025 年 12 月 16 日 商务部发布关于原产于欧盟的进口相关猪肉及猪副产品反倾销调查的延期公告:根据《中华人民 共和国反倾销条例》的规定, 2024 年 6 月 17 日,商务部发布 2024 年第 23 号公告,决定对原 产于欧盟的进口相关猪肉及猪副产品进行反倾销立案调查。鉴于本案情况复杂,根据《中华人民 共和国反倾销条例》第二十六条的规定,商务部决定将本案的调查期限延长至 2025 年 12 月 16 日。 1 、泛海控股股份有限公司:未能按期偿还债务 328.13 亿元 泛海控股股份有限公司公告称,截至 2025 年 5 月 31 ...
Wind Alice真狠,智能体Agent访问飙升
Wind万得· 2025-06-10 22:15
Core Viewpoint - Alice Agent is an innovative tool designed to enhance efficiency and personalization in the financial industry, addressing common pain points faced by users of similar products [1][2]. Summary by Sections User Growth and Adoption - Since its launch, Alice Agent has experienced exponential user growth, with daily trial users surpassing historical records and functionality usage reaching new peaks [1]. Problem Solving - Alice Agent effectively resolves issues prevalent in other agent products, such as unstable task planning, unreliable data sources, and significant AI hallucinations. It leverages Wind's financial big data platform for dynamic task planning and real-time coding technology, ensuring stable and accurate task execution [1][2]. Functionality and Features - The platform allows users to automate complex tasks, such as market analysis, by simply inputting objectives. For example, users can request a report on recent market trends, and Alice Agent will generate a comprehensive analysis, including data collection, news filtering, and result analysis, all in one step [2][3]. - Outputs can be generated in various formats, including Word, Excel, and PDF, and can incorporate visual tools like charts and mind maps, enhancing clarity and collaboration within teams [2]. Task Execution Process - The task execution process includes: 1. Gathering recent hot topic news 2. Collecting relevant research reports 3. Analyzing industry and concept sector performance 4. Generating visual data representations 5. Assessing the sustainability of hot topics 6. Compiling findings into a Word report and emailing it [3]. Market Insights - The article highlights recent market trends, including sector performance, with notable increases in areas such as: - Communication: +5.27% - Non-ferrous metals: +3.74% - Electronics: +3.60% - Gene editing: +15.88% - Charging stations: +11.86% [4]. Conclusion - Alice Agent represents a significant advancement in financial tools, promoting a future of "easy and efficient" work for financial professionals, including researchers, fund managers, and investment advisors [4][6].
陆家嘴财经早餐2025年6月11日星期三
Wind万得· 2025-06-10 22:15
1 、据 玉渊谭天消息, 当地时间 6 月 10 日, 中美经贸磋商机制首次会议进入第二天。会议从上午开始,在午餐后继续进行。 2 、 中办、国办印发《关于深入推进深圳综合改革试点深化改革创新扩大开放的意见》。意见部署,统筹推进教育科技人才体制机制一 体改革,推进金融、技术、数据等赋能实体经济高质量发展,允许在香港联合交易所上市的粤港澳大湾区企业,按照政策规定在深圳证 券交易所上市 ,建设更高水平开放型经济新体制,健全科学化、精细化、法治化治理模式。与此同时,国新办定于 6 月 12 日(星期 四)上午 10 时举行新闻发布会,请国家发改委副主任李春临等介绍《意见》有关情况,并答记者问。 3 、在监管部门持续的反"内卷式"竞争呼吁下,已有车企主动担当,作出不拖欠供应商账款的承诺。 中 国一汽、东风汽车、广汽集团、 赛力斯、比亚迪等五家汽车生产企业分别发表声明,就"支付账期不超过 60 天"作出承诺。 1 、 国新办举办新闻发布会,国家发改委等六部门介绍进一步保障和改善民生有关政策情况:预计今年支持社会事业的中央预算内投资 规模将比"十三五"末提高 30% 以上 ;统筹用好中央预算内投资和超长期特别国债,支持高 ...
每日债市速递 | 中美经贸磋商继续进行
Wind万得· 2025-06-10 22:15
// 债市综述 // (*数据来源:Wind-央行动态PBOC) 2. 资金面 银行间市场资金依旧宽松,存款类机构隔夜质押式回购利率再度下行超 1 个 bp ,至 1.36% 附近,七天质押式回购利率下行不足 1 个 bp 。 (IMM) 海外方面,最新美国隔夜融资担保利率为 4.29% 。 (*数据来源:Wind-国际货币资金情绪指数、资金综合屏) 3. 同业存单 1. 公开市场操作 央行公告称, 6 月 10 日以固定利率、数量招标方式开展了 1986 亿元 7 天期逆回购操作,操作利率 1.40% ,投标量 1986 亿元,中标 量 1986 亿元。 Wind 数据显示,当日 4545 亿元逆回购到期,据此计算,单日净回笼 2559 亿元。 全国和主要股份制银行一年期同业存单最新成交在 1.67% 附近,较上日有所下行。 4. 银行间主要利率债收益率 (*数据来源:Wind-同业存单-发行结果) | | 1Y | | 2Y | | 3Y | | 5Y | | 7Y | | 10Y | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | -- ...
汽车圈大消息!
Wind万得· 2025-06-10 13:36
随着国务院新修订的《保障中小企业款项支付条例》正式实施, 6月10日,东风、广汽、一汽、赛力斯等车企发布承诺:将供应商账期统一压缩至60天以 内。 东风汽车表示,此举是东风汽车积极响应国务院《保障中小企业款项支付条例》的重要举措,旨在以切实行动推动上下游资金高效流转,助力产业链良好 协同发展。 另外,广汽集团公开承诺,坚持以不超过60天的供应商账期,保障供应链资金高效周转。中国一汽表示,中国一汽表示,坚决贯彻落实,持续优化内部采 购与财务结算流程,以实际行动维护市场经济秩序健康稳定。一是完善机制,强化执行。明确付款期限和支付方式,将"60天付款"作为所属单位付款期限 要求,加强资金监督和过程管理。 汽车行业恰是账期问题的重灾区。如果账期延长,就有供应商资金链断裂的风险。账期压缩绝非简单的数字游戏。账期缩至60天,意味着每年释放极大的 流动性。 Wind用户在金融终端输入 EDB(经济数据库) 汇集国内外权威一手数据资源 搭配强大的指标计算和图形功能 频度跨越月、季、年度,可进行多角度比对 宏观和行业分析必备工具 修订后的《支付条例》不仅将60天账期明确写入法条,更建立"违约黑名单"制度——拖欠货款超过120天 ...
刚刚,直播电商新规57条!
Wind万得· 2025-06-10 09:29
直播电商新规来了。 6月10日,市场监管总局就《直播电商监督管理办法(征求意见稿)》公开征求意见。《办法》规 定了直播电商活动的管辖适用、协同监管、监督检查、信用监管、约谈与整改等方面内容。 以下为详细内容: 为加强直播电商监督管理,维护广大消费者和经营者合法权益,促进直播电商健康发展,市场监管 总局在充分调研和广泛征求意见的基础上,会同国家网信办研究起草了《直播电商监督管理办法 (征求意见稿)》(以下简称《办法》),今日正式向社会公开征求意见。 《办法》分总则、直播电商平台经营者、直播间运营者、直播营销人员服务机构和直播营销人员、监督 管理、法律责任、附则等七章,共 五十七条 。主要内容如下: 一是细化了直播电商平台经营者的责任和义务 。《办法》明确了直播电商平台经营者在违规处置、资 质核验、信息报送、培训机制、分级管理、动态管控、信息公示等方面的责任。要求平台经营者建立健 全平台协议规则,加强对直播间运营者、直播营销人员服务机构、直播营销人员的身份认证和资质审 核,强化对违法违规行为的处置,依法依规报送数据信息,积极协助消费者维权,进一步压实平台企业 的主体责任。 线上批量下单,轻松多账户管理 三是强化了 ...
Wind风控日报 | 市场监管总局发布“6·18”网络集中促销合规提示
Wind万得· 2025-06-09 22:24
Group 1 - Multiple real estate companies are accelerating debt restructuring, with diverse debt solutions being implemented [7] - The total debt due for real estate companies in 2025 is projected to reach 525.7 billion yuan, an increase of approximately 8.9% from 2024 [7] - Companies like Kaisa Group, Sunac China, and Country Garden have announced their latest debt restructuring progress [7] Group 2 - The National Bureau of Statistics reported a 0.1% year-on-year decline in consumer prices in May, with urban prices remaining stable and rural prices decreasing by 0.4% [3] - The Producer Price Index (PPI) fell by 0.4% month-on-month and 3.3% year-on-year in May, with the decline attributed to international input factors and domestic energy price decreases [4] Group 3 - Starbucks China announced a collective price adjustment for dozens of products, with an average price drop of 5 yuan for large cups [26] - The company aims to enhance its non-coffee beverage market presence [26] Group 4 - The China Securities Regulatory Commission imposed fines totaling 1.6624 billion yuan on Dongxu Optoelectronics for information disclosure violations and fraudulent issuance [11] - The company and its executives received various penalties, including lifetime bans from the securities market [11] Group 5 - The Ministry of Industry and Information Technology emphasized increased inspections on vehicles with significant quality and safety concerns [37] - The agency aims to ensure compliance with national standards and manage production consistency [37]
陆家嘴财经早餐2025年6月10日星期二
Wind万得· 2025-06-09 22:24
1 、 当地时间6月9日下午,中美经贸磋商机制首次会议在英国伦敦举行。 玉渊谭天了解到, 当地时间 6月10日,中美经贸磋商机制首 次会议将继续进行。 2 、中办、国办印发《关于进一步保障和改善民生 着力解决群众急难愁盼的意见》, 提出全面取消在就业地参加社会保险的户籍限制、 支持引导有条件的地方将生育保险生育津贴按程序直接发放给参保人、合理提高最低工资标准、稳步推进灵活就业人员参加住房公积金 制度、加大保障性住房供给、新建改扩建 1000 所以上优质普通高中等多项举措。 3 、今日凌晨 , 苹果 WWDC 2025 全球开发者大会开幕,带来多项更新。 苹果对全系操作系统进行全新界面设计,采用"液态玻 璃"视觉架构,界面元素呈现动态光影效果。同时,软件命名规则从版本号体系转变为按年份命名 ,推出 iOS 26 、 iPadOS 26等 。在 人工智能方面, 苹果首次开放其大型语言模型给第三方开发者使用,并升级全系统翻译功能。发布会期间,苹果股价跳水,一度跌近 2% ,最终收跌 1.2% 。 1 、国家统计局数据显示, 5 月份, CPI 环比下降 0.2% ,同比下降 0.1% ,扣除食品和能源价格的核心 C ...