据新华社， 中国商务部国际贸易谈判代表兼副部长李成钢29日说，在过去一天半时间里，中美双 方经贸团队根据两国元首6月5日通话共识，继续发挥中美经贸磋商机制作用，就彼此关注的重大议 题进行了深入、坦诚、建设性的交流。 李成钢表示， 根据中美双方共识，双方将继续推动美方已暂停的对等关税24%部分以及中方反制措施 如期展期。 李成钢说，中美双方经贸团队将继续保持密切沟通，就经贸议题及时交流，继续推动双边经贸关系稳定 健康发展。 ...

在最新报告中，IMF对美国今明两年的经济增长展望为1.9%和2%。而欧元区近两年的经济增 长预期也上调至1%和1.2%。需要指出的是，这份报告并未涉及欧美之间初步达成的贸易协 议，美国将对几乎所有欧洲进口商品征收15%的关税，势将对双边经济都造成拖累。 综合央视新闻、第一财经等媒体报道， IMF预计今明两年的全球经济增长率为3.0%和3.1%， 分别较4月的预测调高了0.2和0.1个百分点。 需要强调的是，即便有所上调，2025年的全球 经济增速仍要慢于去年的3.3%，反映美国关税对全球经济的拖累。 主要经济体方面， IMF将中国2025年的增长率较4月预期上调了0.8个百分点，达到4.8%。 调整的主要原因，是为了反映2025年上半年中国经济活动强于预期，且中美实际关税仍比4月 预期的低很多。与此同时，尽管中国对美国的出口下降，但被对其他国家的强劲销售所抵消。 受到财政措施的支持，消费也在一定程度上对经济增长作出贡献。 北京时间周二晚21点，国际货币基金组织（IMF）发布题为《持续不确定性下的脆弱韧性》 （Tenuous Resilience amid Persistent Uncertainty）的7月世 ...

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday, which include significant stock market updates such as suspensions, increases or decreases in holdings, investment wins, acquisitions, performance reports, unlocks, and high transfers [1] - Key sectors mentioned include PCB, PET copper foil, solid-state batteries, storage chips, and new energy vehicles, with a specific company involved in NVIDIA projects and 400G/800G optical module fields [1] - Another company is noted for its strategic cooperation framework agreement related to humanoid robots, solid-state batteries, computing power, and AI chips [1] Group 2 - The article discusses a company with 24 key products across 28 indications entering clinical stages, including 9 first-class innovative drugs in the fields of innovative drugs, biological vaccines, traditional Chinese medicine, and medical aesthetics [1]

Core Viewpoint - The PCB market is experiencing a structural transformation driven by the demand for high-end products, particularly in AI-related applications, leading to a significant increase in both demand and prices for high-end PCBs [1][3][4]. Group 1: Market Conditions - The current PCB market is characterized by a shortage of high-end products and pressure on low-end products, with overall market conditions improving compared to last year [1][2]. - Many PCB companies have reported positive earnings forecasts for the first half of the year, with some companies experiencing significant growth, such as a 3.7 times increase in net profit for certain firms [2][3]. - The demand for high-end PCBs is being driven by the rapid growth of AI server hardware, which requires advanced PCB technologies [3][9]. Group 2: Company Performance - Major companies like Pengding Holdings and Huadian Electronics are seeing substantial increases in net profits, with expected growth rates exceeding 40% year-on-year [3][6]. - Companies involved in the production of electronic-grade fiberglass and copper-clad laminates are also reporting significant increases in sales and profitability due to rising demand [2][6]. - The overall order saturation for PCB manufacturers is reported to be over 90%, indicating strong market demand [6][7]. Group 3: Future Projections - The global PCB market is projected to grow significantly, with estimates suggesting a market value of $78.6 billion by 2025, driven by advancements in AI and high-performance computing [4][8]. - The demand for high-layer and high-density interconnect (HDI) boards is expected to grow at rates of 14.2% and 18.5%, respectively, indicating a shift towards more complex PCB designs [8][10]. - The industry is likely to face challenges related to potential overcapacity as more companies announce expansion plans to meet the surging demand for high-end PCBs [10][12]. Group 4: Technological Advancements - The shift towards high-end PCBs is accompanied by increased technical barriers, with only a few manufacturers capable of producing advanced PCBs that meet the requirements of AI servers and high-speed data transmission [9][11]. - Companies are investing heavily in new technologies and production capabilities to meet the evolving demands of the market, including investments in low-loss materials and advanced manufacturing processes [5][10]. - The regulatory environment is also pushing companies to focus on high-quality production and green manufacturing practices, further raising the competitive bar in the industry [11][12].

Group 1 - The shooting incident occurred at 345 Park Avenue, the global headquarters of Blackstone Group, affecting multiple financial institutions located in the same building, including the NFL headquarters and KPMG [1][3] - The shooter, Shane Tamura, entered the building with an AR-15 rifle and began shooting, resulting in five deaths, including himself, and multiple injuries [4][12] - Following the incident, significant areas of Midtown Manhattan were closed, impacting firms such as Citadel and Jefferies, as the number of major financial companies in Park Avenue has surpassed those on Wall Street [3][12] Group 2 - Blackstone Group's office is expected to remain closed for at least a week, with the company's leadership expressing the event as "unimaginable" and the "worst day in the company's history" [12][13] - An NFL employee was among the injured, with the NFL president advising employees to work remotely and offering the option to take a day off [13] - The motive behind the attack remains unclear, with police investigating the shooter's background, which includes a history of mental health issues [13]

Core Viewpoint - The China Photovoltaic Industry Association has issued a clarification regarding recent misleading reports about the photovoltaic industry, particularly concerning polysilicon, urging the public not to believe or spread rumors [1] Group 1 - The association emphasizes that the content circulated by some media is severely inconsistent with the actual situation [1] - The association expresses gratitude for the support from various enterprises and commits to advancing anti-involution efforts based on legal and market principles [1] - The goal is to quickly move away from harmful competition within the industry [1]

Core Viewpoint - The company has lowered its 2025 outlook, expecting a sales growth of 8%-14% at constant exchange rates, down from a previous expectation of 13%-21% [1] Group 1 - The reduced growth forecast is attributed to lower growth expectations for Wegovy in the U.S. obesity market [1] - The growth expectations for Ozempic in the U.S. GLP-1 diabetes market have also been lowered [1] - Wegovy's penetration in certain IO markets is below expectations [1]

Group 1 - The article discusses a statement from the Chinese Foreign Ministry regarding a potential visit by President Trump to China, indicating that an invitation may have been extended [1] - The spokesperson, Guo Jia Kun, referred reporters to previous press releases for more details on the invitation [1] - The context of the inquiry highlights ongoing diplomatic interactions between the U.S. and China [1]

Core Viewpoint - The article discusses the extreme rainfall event in Beijing from July 24 to July 28, 2025, highlighting its intensity and impact on the region's infrastructure and environment [1][2][4]. Summary by Sections Rainfall Characteristics - The rainfall lasted for 147 hours, with an average precipitation of 210.4 mm across the city, and the maximum recorded rainfall reached 543.4 mm, which is nearly equivalent to a year's worth of rain in just four days [1][2][4]. - The rainfall was particularly concentrated in the northern mountainous areas, with the highest average precipitation recorded in the Miyun District at 366.6 mm [4][5]. Extreme Weather Events - The event was characterized by extreme weather conditions, including hourly rainfall exceeding 80 mm and three-hour rainfall surpassing 180 mm in certain areas, which are classified as extreme convective weather [5]. - The occurrence of such extreme weather patterns poses significant challenges for accurate forecasting and requires ongoing improvements in predictive capabilities [5]. Satellite Imagery and Monitoring - Satellite imagery has become a crucial tool for assessing geological hazards, with recent images showing extensive flooding around the Miyun Reservoir [6][8]. - Approximately 30 satellites were mobilized to gather data for monitoring changes and assessing the impact of the flooding [9]. Infrastructure Response - The local government initiated a comprehensive inspection of bridges and roads affected by the reservoir's discharge, implementing specific control measures for 64 bridges and conducting continuous monitoring [10]. - Traffic control measures were enacted on key routes, with adjustments made to public transport services in response to the flooding [10].

Core Viewpoint - A new study reveals unprecedented freshwater loss on Earth over the past 20 years due to climate change, over-extraction of water resources, and frequent droughts [1][2] Group 1: Freshwater Loss and Its Impact - The study, conducted by researchers from Arizona State University, utilized satellite gravity measurement data to estimate changes in total freshwater storage across continents, including rivers, groundwater, glaciers, and ice caps [1] - From 2002 to 2024, many regions worldwide have experienced alarming declines in freshwater, with arid areas drying out faster than humid areas can replenish [1][2] - The area of arid regions is expanding at a rate exceeding 800,000 square kilometers per year, equivalent to the combined land area of the UK and France [1] Group 2: Major Drought Areas - Researchers identified four major drought regions where previously scattered freshwater loss areas have merged into large dry zones, including northern Canada and Russia, primarily due to glacier melting and permafrost thawing [1][2] - In two other regions, freshwater loss is mainly attributed to groundwater depletion caused by irrigation practices, covering the southwestern United States, much of Central America, and extending from Western Europe to North Africa and northern India [2] Group 3: Consequences of Freshwater Loss - The study indicates that freshwater loss has become a significant contributor to rising sea levels, surpassing the contributions from melting Antarctic or Greenland ice sheets, with an annual sea level rise of nearly 1 millimeter since 2015 [2] - The researchers express concern that 75% of the global population resides in 101 countries where freshwater has been depleting over the past 22 years [2] Group 4: Call to Action - The findings are described as a "wake-up call" for the planet, emphasizing the need for ongoing research to help policymakers address severe water resource challenges [3] - There is a call for community-level initiatives to make meaningful changes, particularly regarding the over-extraction of groundwater [3][4] - The urgency for immediate global action on water security is highlighted, stressing the potential threat to food and water security for billions of people [4]