特朗普政府的人工智能政策蓝图即将正式揭晓。 美国总统特朗普将于当地时间周三在华盛顿举行的"赢得AI竞赛"活动上发布期待已久的《AI行动计划》。据知情人士透露，这份20页的文件将围绕基础设施、 创新和全球影响三大支柱展开，主要通过对联邦机构的指令和部分资助项目实施。 据媒体最新报道，了解相关情况的人士表示，该计划"主要是胡萝卜而非大棒"，强调通过激励措施推动AI发展，而非依赖严格监管。这标志着特朗普政府与前 任拜登政府在AI政策上的根本性转向。 该行动计划将重点关注移除监管壁垒、简化数据中心建设许可，以及推广美国AI技术的海外应用。预计该框架将伴随三项行政令的发布，分别针对"觉醒AI"、 促进美国技术出口以及简化数据中心建设流程。 基础设施建设成政策重点 AI行动计划的第一大支柱聚焦AI基础设施建设。该计划强调改革许可规则以简化新建数据中心的重要性，同时专注于电网现代化，包括增加新的电力来源。 这一优先事项在特朗普政府前六个月的政策中已有明确体现。特朗普此前大力推广大规模私人投资以扩展AI基础设施，包括价值5000亿美元的"星际之 门"（Stargate）项目。上周，特朗普在宾夕法尼亚州宣传了来自谷歌、Core ...

Core Viewpoint - Marathon Fusion claims to have developed a method to convert mercury into gold using nuclear fusion, potentially doubling revenue for fusion power plants [1][5]. Group 1: Technology Overview - The technology is based on existing fusion principles, utilizing high-energy neutrons to convert mercury-198 into mercury-197, which decays into stable gold-197 [2]. - The process does not reduce the power output or tritium breeding capabilities of the fusion plant [3]. Group 2: Commercial Potential - Each gigawatt of fusion power capacity is estimated to produce gold worth approximately equal to its electricity revenue, potentially doubling the plant's income [5]. - The global annual gold production is around 3,500 tons, and the company believes the gold produced from fusion can be absorbed by the market without affecting gold prices [6]. Group 3: Challenges and Considerations - The main challenge is the potential radioactivity of the produced gold due to the presence of other mercury isotopes, requiring a storage period of 14 to 18 years for safety [9]. - While particle accelerators have previously synthesized gold, the yield has been minimal and costly [9]. - The technology could also be applied to produce other precious metals, but gold is seen as the most viable option due to market size [10]. Group 4: Industry Context - The commercialization of nuclear fusion still faces significant technical challenges, with no fusion experiment yet producing more energy than consumed, although private investment is increasing optimism in the field [11].

Core Viewpoint - SAIC Group is poised for significant growth in the second half of the year, driven by the launch of multiple strategic new models and a strong performance in the first half, with a notable increase in sales and market position [1][14][19]. Group 1: Product Launches and Innovations - The first model from the SAIC-Huawei collaboration, the "Shangjie" H5, features a spacious design and offers both pure electric and range-extended versions, with a maximum range of 1300 km [3][5]. - The LS9 model from the Zhiji brand is a full-size SUV with impressive dimensions (5279/2000/1806 mm) and a new design philosophy, enhancing its market appeal [7][9]. - Upcoming models from SAIC's self-owned brands include the luxurious Roewe M7 DMH and the upgraded MG4, both promising advanced technology and enhanced user experience [5][12]. Group 2: Sales Performance - In the first half of the year, SAIC Group achieved a vehicle sales volume of 2.053 million units, marking a year-on-year increase of 12.4% [1][14]. - The company's self-owned brands accounted for 63.5% of total sales, with a 21.1% increase in cumulative sales [15]. - SAIC's new energy vehicle sales reached 646,000 units in the first half, reflecting a 40.2% year-on-year growth [15]. Group 3: Technological Advancements - Over the past decade, SAIC has invested nearly 150 billion yuan in core technologies, resulting in over 26,000 effective patents across various platforms [15][17]. - The company has achieved mass production capabilities for L2, L3, and L4 level assisted driving technologies, collaborating with leading suppliers in the industry [15][17]. Group 4: International Expansion - In June, SAIC's overseas sales reached 90,000 units, a year-on-year increase of 11.5%, with a total of 494,000 units sold in the first half [18][19]. - The MG brand has maintained a strong market presence in Europe, achieving over 150,000 deliveries despite high tariffs, and consistently ranking among the top-selling Chinese automotive brands [19].

公安部交管局局长王强7月23日在国新办举行的"高质量完成'十四五'规划"系列主题新闻发布会上表示，目 前，市场上销售的汽车所搭载的"智驾"系统，都还没有实现"自动驾驶"的目标，驾驶人才是最终责任主 体。 ⭐星标华尔街见闻，好内容不错过 ⭐ 本文不构成个人投资建议，不代表 平台 观点，市场有风险，投资需谨慎，请独立判断和决策。 觉得好看，请点"在看" 如果驾驶人在车辆行驶过程中"脱手脱眼"，不仅存在严重道路交通安全风险，还可能面临民事赔偿、行政 处罚及刑事追责三重法律风险。对此，公安机关将会同有关部门进一步加强规范管理。 来源：新华社 ...

7月23日，淘宝闪购正式辟谣声明：近日流传的"淘宝闪购专家访谈"纯属杜撰，其所谓运营策略、业务目 标及相关数据均为虚假信息。特此提醒行业研究者及投资者注意辨别、避免误判。 淘宝闪购表示，从未设定所谓"冲单目标"，一切经营节奏均遵循正常商业规律，在尊重用户需求、服务 商家发展的基础上稳步推进。 目前，淘宝闪购已向相关社媒平台正式发函并要求删除虚假信息，同时正在依法取证，保留追究杜撰并 传播虚假信息者相关法律责任的权利。 来源：全天候科技 ⭐星标华尔街见闻，好内容不错过 ⭐ 本文不构成个人投资建议，不代表 平台 观点，市场有风险，投资需谨慎，请独立判断和决策。 觉得好看，请点"在看" ...

以下文章来源于投资家 ，作者老高 投资家 . 投资家是投资家网旗下专注财经科技领域的内容平台。多次荣获年度影响力财经号，并多次获得百度、头条、新浪、网易、搜狐、东财、同花顺、澎湃等颁 发的荣誉奖项。投资家网是国内知名资本与产业创新综合服务平台。 谁也挡不住，贾跃亭疯狂的脚步。 投资家网获悉，近日大洋彼岸传来惊动全球的炸裂消息，那个跑路美国"永远下周回国"的中国最大忽悠贾跃亭又融资了，再次震碎人类造车史"三观"。 根据外媒报道， FF （法拉第未来）已签订约 1.05 亿美元（约 7.5 亿元人民币）融资协议。算上 2025 年的几笔融资， FF 成立十一年斩获超 50 亿美 元融资 ， 美国及全球资本正"义无反顾"地为贾跃亭梦想窒息。 全球商业史上演着"百年难得一见"的魔幻时刻。 中国网友"公认"的最大忽悠贾跃亭，在缺乏新能源造车沃土的美国，凭借一己之力扭转了造车危局。 贾跃亭的"传奇"人生，恐怕爆火的抖音小短剧也编不 出来，任何人类可行性的逻辑在他身上显得苍白无力，但贾跃亭就是这么魔幻，关键，他的梦想"总有人买单"。 这一次，贾跃亭的造车事业"似乎走向了正轨" ， F F 的新一轮 1.05 亿美元融资并非 ...

以下文章来源于资事堂 ，作者资事堂 资事堂 . 华尔街见闻出品 作者孙 建楠 编辑袁畅 经历了2025年2季度的市场V型反转，公募机构在忍耐、坚守和奋发中迎来了盛夏的二季报发布。 据WIND对本次基金二季报的统计（数据截至7月21日16时 ）， 上半年内地基金公司的整体规模出现明显跃升，新发的公募产品获得市场较热烈反响。 上述机构也构成了行业的前二十强，即俗称的"头部机构"。这些公司实力雄厚、能力接近，互相之间的起伏有"非常微妙"的变动。 此外，第二十一名到第四十名构成的行业中坚力量，也有明显的排行上上下下。本季度里， 兴业基金、大成基金、东证资管、民生加银等都出现明显的规模和排 名位次的提升 。 而在行业排名的"下半区"中，也有不少有特色的机构积极把握机遇，发展自己，出现了可观的排名跃升。 这共同构成了这一季基金公司排行"激烈且有序"的特征。 "前十强"微妙起伏 观察中国公募行业，前十强总是相对最为"稳定"的榜单，每次季报顶多变化一席。但更经常的情况是， 一席也没有变化——比如本季度。 截至6月30日，公募机构非货规模的前十名依次为： 易方达基金、华夏基金、广发基金、富国基金、嘉实基金、南方基金、博时基金、 ...

Core Viewpoint - The article discusses the ongoing competition among food delivery platforms, highlighting that large subsidies and promotional offers have not diminished despite regulatory scrutiny. The competition has shifted from a short-term battle to a more cyclical and normalized state, particularly affecting the tea beverage industry [1][2][3]. Group 1: Market Dynamics - The market has seen a transition from intense competition to a more regularized form, with tea beverages becoming a key tool for platforms to increase order volume [4][5]. - The expectation of a "win-win-win" scenario for platforms, merchants, and consumers has not been realized, leading to questions about the role of tea brands in this competitive landscape [6][7]. - The current phase of the competition is characterized by direct confrontations among platforms, with a focus on increasing order volumes and reducing the effectiveness of competitors' promotions [13][14]. Group 2: Merchant Perspective - Merchants face a lack of transparency regarding the costs associated with promotional orders, as platform subsidies are often tied to merchant discounts [9][10]. - The burden of promotional costs is shared between merchants and platforms, with merchants typically bearing a significant portion of the costs [11][12]. - The influx of low-priced orders has led to a decline in normal sales, with many merchants reporting that a large percentage of their orders are now promotional [22][23]. Group 3: Financial Implications - The tea beverage industry has seen significant order growth due to platform subsidies, with leading brands benefiting the most due to their strong supply chain capabilities [27][28][29]. - However, the financial burden on brands is increasing, as they often have to share a larger portion of the promotional costs over time [38][39]. - The average price of tea beverages has decreased from 15-20 yuan to 10-15 yuan, leading to a decline in industry profit margins from 21.4% in 2023 to 14.7% in 2024 [46]. Group 4: Competitive Landscape - The competitive environment is becoming increasingly challenging, with a high rate of store openings and closures indicating a struggle for profitability among tea brands [49]. - The reliance on platforms for order volume is raising operational costs and may lead to a decline in efficiency for offline operations [50][51]. - The article suggests that the ongoing price competition may lead to a market correction in the future, but brands that prioritize sales may continue to offer additional subsidies [57][58].

Luna在信中写道： 2025年6月25日，美联储主席鲍威尔在美国参议院银行、住房和城市事务委员会作证时，关于美联储 的Eccles大楼的翻修问题， 在证词中做了几项实质性虚假陈述。（ 注：Luna这里具体指控鲍威尔在 Eccles大楼的奢华设施和维护状况方面做出虚假陈述。） 当地时间周一，据福克斯新闻数字报道， 美国佛罗里达州的共和党众议员Anna Paulina Luna发函美 国司法部，称美联储主席鲍威尔两次作伪证，对其提出刑事指控。 美国伪证罪最高可判处五年监禁， 并可能处以罚款。 上述事件正值美国保守派特朗普盟友持续要求在鲍威尔任期于2026年5月结束之前将其解职。 美国房贷行业媒体《Mortgage Professional》报道称，鲍威尔否认所有伪证指控，并已启动正式的监管 调查，以审查Eccles大楼翻修项目的成本问题。 美联储官网目前也新增了翻修项目的视频导览及计划说明。 白宫新闻秘书：特朗普没有解雇鲍威尔的计划 此外，在写给美国管理和预算办公室（OMB）主任Russell Vought的一封信中，鲍威尔表示，将该项 目成本从19亿美元提升到25亿美元的变化是微不足道的。然而，美国国会调查人 ...

Core Viewpoint - The signing of the GENIUS Act by President Trump is paving the way for the issuance and regulation of stablecoins in the U.S., which may disrupt traditional banking systems in the next 2 to 3 years [1][2]. Legislative Developments - The GENIUS Act establishes a preliminary framework for stablecoin issuance and regulation, while the CLARITY Act aims to clarify the jurisdiction of the SEC and CFTC over the crypto market [1]. - These legislative advancements signify a shift in focus from policy debates to the actual construction of infrastructure in the digital asset market [2]. Market Growth Projections - The stablecoin market is expected to see moderate growth of approximately $25 billion to $75 billion in the short term, which will likely increase demand for U.S. Treasury securities, particularly short-term bills [2]. Banking Sector Response - U.S. banks are preparing for the stablecoin era, with management expressing readiness to offer stablecoin solutions, although there are concerns regarding specific use cases, especially in domestic payment scenarios [3]. - Major banks like JPMorgan and Citigroup are exploring stablecoin capabilities, with JPMorgan launching its deposit token (JPMD) and Citigroup investing in digital asset services [6][7]. Cross-Border Payment Opportunities - Despite skepticism about domestic applications, bank executives see viable use cases for stablecoins in cross-border payments, with some banks viewing this as a "greenfield" market [4]. Short-Term Impact on Domestic Payments - Most banks anticipate minimal short-term impact on their core domestic payment businesses from stablecoins, although competition in cash management services may intensify [5]. Bank Comments on Stablecoins - JPMorgan is actively entering the stablecoin and digital asset space, while Bank of America acknowledges small cross-border payments as a realistic application [6]. - Citigroup is focusing on tokenized services, despite high transaction costs for converting between fiat and stablecoins [6][7]. Digital Asset Applications - Banks are exploring four main application scenarios for digital assets: reserve management and custody services for stablecoins, transaction services, issuing their own stablecoins, and tokenized deposits [7][8]. Future Outlook - Various banks, including PNC and M&T, are developing digital asset services and assessing the feasibility of stablecoins as payment mechanisms, indicating a growing interest in the sector [9].