中金黄金公告致歉：对6名遇难大学生表示沉重哀悼 中金黄金股价开盘即大幅下挫，截至目前，跌幅已超7%。 消息面上，7月23日，从内蒙古自治区呼伦贝尔市应急管理局获悉，7月23日10时20分许，东北大学 6名学生在中国黄金集团内蒙古矿业有限公司乌努格吐山铜钼矿选矿厂参观学习浮选工艺过程中，因 格栅板脱落坠入浮选槽。经全力施救，6人被救出后，医护人员确认已溺亡。另有1名老师受伤。 7月24日早间，中金黄金发布公告，对此次事件进行说明。公告称，公司将充分关注事件进展并及时 履行信息披露义务，后续相关情况请关注公司在指定的信息披露媒体上发布的信息。公司对事件不 幸遇难者表示沉痛哀悼，对伤者和遇难者家属表示诚挚慰问，并对此产生的社会影响深表歉意。 ...

Core Viewpoint - The article discusses the White House's newly released AI action plan aimed at solidifying the United States' leadership in the AI sector through a series of policy recommendations and industry initiatives [2][3]. Group 1: AI Action Plan Overview - The AI action plan is structured around three main pillars: accelerating innovation, building AI infrastructure domestically, and establishing U.S. hardware and software as the global standard for AI innovation [2]. - The plan mandates that all federally procured large language models must be "objective and free from top-down ideological influence" [2]. Group 2: Regulatory Changes and Industry Impact - The plan aims to eliminate what the Trump administration termed "complex regulatory measures" to foster AI technology development, incorporating feedback from the private sector, academia, and civil society [3]. - It proposes to simplify the permitting processes for data centers, semiconductor manufacturing facilities, and energy infrastructure projects [3]. - The administration plans to collaborate with U.S. tech companies to provide a "full AI export package" to allies, ensuring that American technology becomes the global standard [3]. Group 3: Funding and State Regulation - A strategy to mitigate excessive state regulation of AI is included, suggesting that federal agencies should consider state regulatory environments when allocating AI-related funding [3]. - A previous proposal to ban states from enacting any AI-related laws over the next decade was recently defeated in the Senate [3]. Group 4: Industry Developments - Major tech companies are actively building data centers both in the U.S. and abroad, with OpenAI announcing a partnership with Oracle for an additional 4.5 GW "Stargate" data center [5]. - Other companies like Amazon, Microsoft, Meta, and xAI are also advancing large-scale data center projects [5].

根据赫格塞思在美东时间3月15日11时44分发布的信息： 当地时间7月23日，央视记者获悉，消息人士称，美国国防部监察机构掌握的证据显示， 美国国防 部长赫格塞思此前在"群聊门"事件中确实泄露了机密文件信息。 今年3月，美国《大西洋月刊》总编辑戈德伯格爆料说，赫格塞思与其他政府高官在民用社交软 件"信号"（Signal）上讨论美国对也门胡塞武装发动打击，在群聊里提前泄露美军打击计划。随着群 聊内容曝光，赫格塞思在这起事件中的作用及其领导能力受到质疑。美国白宫方面则辩称，该群聊 中未发送任何机密材料。 而美国国防部监察机构掌握的证据显示，赫格塞思在群聊中发送的部分内容来自一封标 注"SECRET//NOFORN"的机密邮件。 据悉，"SECRET"意味着这些信息属于机密，泄露这些信息 可能会对国家安全造成严重损害，甚至危及军人安全。"NOFORN"的标签意味着这些信息只能传播 给美国机构和个人，不包括外国公民。 赫格塞思未回应是否事先解密，相关调查仍在进行中。 "群聊门" 今年3月24日，美国《大西洋月刊》总编辑戈德伯格爆料说，他于3月11日在"信号"软件中收到与时 任美国总统国家安全事务助理华尔兹同名的用户的 ...

2025年7月23日，东北大学6名学生在中金黄金股份有限公司（以下简称公司）控股子公司中国黄金 集团内蒙古矿业有限公司乌努格吐山铜钼矿选矿厂参观学习浮选工艺过程中，因格栅板脱落坠入浮 选槽。经全力施救，6 人被救出后，医护人员确认已溺亡。另有1名老师受伤。 中金黄金发布情况说明公告： 事件发生后，公司领导高度重视，立即启动应急预案，第一时间前往现场组织处理，及时按相关程 序上报当地政府各相关部门。目前各项处置工作正有序进行。公司将充分关注事件进展并及时履行 信息披露义务，后续相关情况请关注公司在指定的信息披露媒体上发布的信息。公司对事件不幸遇 难者表示沉痛哀悼，对伤者和遇难者家属表示诚挚慰问，并对此产生的社会影响深表歉意。 ...

Core Viewpoint - Tesla's second-quarter financial results show a significant decline in both revenue and net profit, attributed to falling vehicle sales and reduced carbon credit income [1][2]. Financial Performance - Tesla reported second-quarter revenue of $22.496 billion, a year-on-year decrease of 12%, below market expectations of $22.826 billion [1]. - The net profit for the second quarter was $1.172 billion, down 23% year-on-year, slightly above the market expectation of $1.136 billion [1]. - Adjusted earnings per share were $0.40, also a 23% decline compared to the previous year, with expectations set at $0.42 [1]. Automotive Business - Revenue from Tesla's automotive business was $16.661 billion, reflecting a 16% year-on-year decline, following a 20% drop in the first quarter [2]. - The number of vehicles sold in the second quarter was 384,122, a decrease of 13.5% from 443,956 units sold in the same period last year [4]. Carbon Credit Income - Tesla's income from carbon credits was $439 million, less than half of the $890 million earned in the same quarter last year [2]. - The reduction in carbon credit income is expected to continue due to recent changes in U.S. federal tax laws that eliminate many electric vehicle subsidies and tax credits for the traditional automotive industry [2]. Strategic Adjustments - To attract buyers, Tesla has introduced a series of updates and financing incentives, including upgrades to the popular Model Y and the release of a lower-priced version of the Cybertruck [3]. - The company aims to improve and expand its Robotaxi service, with plans to allow half of the U.S. population access to autonomous ride-hailing by the end of the year [4]. Future Outlook - Tesla is seeking regulatory approval for its Robotaxi service in various states, including California, Nevada, Arizona, and Florida [4]. - The company is also adjusting its plans for the Optimus humanoid robot, aiming for mass production next year and a target annual output of 1 million units within five years [4].

据央视新闻，美国总统特朗普当地时间23日表示，将对世界其他大部分国家征收15%至50%的简单 关税。 特朗普还说，美国正在与欧盟进行认真谈判，如果他们同意向美国企业开放，美国将允许他们支付 较低的关税。 ...

Macro News - The Ministry of Commerce announced that Vice Premier He Lifeng will visit Sweden from July 27 to 30 for economic and trade talks with the US, aiming to address mutual economic concerns based on the consensus reached during the June 5 call between the two countries' leaders [1][5] - The Ministry of Foreign Affairs responded to concerns from India and Bangladesh regarding China's Yarlung Tsangpo River hydropower project, stating that the project is within China's sovereign territory and aims to accelerate clean energy development without adverse effects on downstream regions [2][5] Industry News - The Ministry of Public Security indicated that current automotive "smart driving" systems have not achieved full "autonomous driving" capabilities, emphasizing that drivers remain responsible for their actions, and stricter regulations will be implemented [3][7] - The National Medical Products Administration reported that 43 innovative drugs were approved in China in the first half of the year, a 59% increase year-on-year, with China's innovative drug development pipeline accounting for about 25% of the global total [4][7] - The Ministry of Transport, along with other departments, will launch a special governance action for vehicle transport from July 2025 to December 2025, focusing on strict market access management for new vehicles [8][7] Company News - Everbright Bank announced that Citic Financial Assets has increased its shareholding to 1% [11] - Yirui Technology disclosed that shareholders Tianjin Sequoia and Beijing Sequoia plan to reduce their holdings by up to 2% through block trades [12] - Shenzhen Energy announced plans to invest 7.897 billion yuan in the construction of the Shantou Honghaiwan offshore wind power project [16] - Huaxin Cement expressed uncertainty regarding potential revenue from the Yarlung Tsangpo River hydropower project [19] Investment Opportunities - The first international standard for photovoltaic direct current, led by China, has been officially released, providing a foundation for distributed photovoltaic development and new distribution system construction [22] - The AI glasses market is expected to see rapid growth, with global sales projected to reach 3.5 million units by 2025, driven by new product launches [23] - The first fourth-generation commercial fast reactor CFR1000 in China has completed its preliminary design, marking significant progress in the country's nuclear energy development strategy [26]

Core Viewpoint - The article highlights the positive market sentiment driven by trade agreements between the US and Japan, as well as progress in negotiations between the US and the EU, leading to record highs in major stock indices [1][2]. Market Dynamics - The Dow Jones increased by 507.85 points, or 1.14%, closing at 45010.29 points; the Nasdaq rose by 127.33 points, or 0.61%, to 21020.02 points; and the S&P 500 gained 49.29 points, or 0.78%, finishing at 6358.91 points [2]. Sector Performance - In the S&P 500, the energy sector rose by 1.54%, the consumer discretionary sector increased by 0.41%, and the real estate sector gained 0.19%. Conversely, the utilities sector declined by 0.79% [3]. Stock Performance - Major tech stocks mostly saw gains, with Nvidia up by 2.25%, Meta by 1.24%, and Amazon, Tesla, and Microsoft rising up to 0.36%. Apple fell by 0.12%, and Alphabet (Google A) dropped by 0.58% [4]. - GE Vernova's stock surged by 14.6% after raising revenue and free cash flow expectations, with a year-to-date increase of 91% due to rising power demand from AI and cryptocurrency data centers [4]. - Texas Instruments experienced a significant drop of 13% after its quarterly profit forecast indicated lower-than-expected demand for its analog chips, highlighting uncertainties related to tariffs [4]. - Chinese concept stocks mostly rose, with the Nasdaq Golden Dragon China Index up by 0.75%. Notable gains included Xiaoma Zhixing at 7.7%, WeRide at 5.2%, Tencent at 4%, and Pinduoduo at 3% [4].

Core Viewpoint - The National Development and Reform Commission announced that the specific date for the closure of Hainan Free Trade Port is set for December 18, 2025, which marks a significant step towards enhancing the region's openness and international connectivity [1][9]. Summary by Sections What is Closure? - Closure refers to establishing Hainan Island as a special customs supervision area, implementing a policy characterized by "one line" being open, "two lines" being controlled, and free movement within the island [2]. One Line Open - "One line" refers to the border from overseas to the free trade zone, allowing goods not on the prohibited or restricted import list to move freely, and exempting goods outside the import tax list from import duties [3]. Two Lines Controlled - "Two lines" delineate the boundary between the free trade port and other domestic regions, where goods entering the mainland from Hainan must comply with import regulations and undergo taxation [4]. Freedom Within the Island - Customs will implement low-intervention, high-efficiency precise regulation for enterprises and institutions [5]. - Goods within the island will not have storage deadlines and can be stored at chosen locations [6]. - Goods subject to zero tariffs will be exempt from regular customs supervision [7]. Importance of Closure - Closure does not equate to isolation; it aims to further expand openness, facilitating more convenient connections between Hainan and the international community, which is crucial for attracting global quality resources and promoting high-quality development of Hainan Free Trade Port [9]. Core Contents of Policy Upgrade - The proportion of zero-tariff goods has expanded from 21% to 74%, covering a broader range of imported products [10]. - Enterprises can export goods to the mainland without tariffs if they achieve a processing value-added rate of 30% [11]. - Trade management will be relaxed, allowing for open arrangements for certain currently prohibited or restricted imports in the "one line" direction [12]. - Eight international ports, such as Yangpu Port, will be opened for "one line" imports, allowing eligible goods to be released directly [13]. - Ten operational ports, such as Haikou New Port, will implement "one declaration, one inspection, one release" for "two line" imports [14]. - Smart and precise regulation will leverage big data and AI for information sharing and mutual recognition in supervision, with high-credit enterprises facing fewer inspections [15]. Impact on Ordinary People - Travel remains unchanged, with no additional documents required for trips to Hainan, and flights and ferries operating as usual [16]. - The duty-free shopping limit for leaving the island remains at 100,000 yuan per year [17]. - Residents on the island can purchase certain "zero-tariff" imported goods [18].

Core Viewpoint - Alibaba's latest AI model, Qwen3-Coder, demonstrates superior programming capabilities compared to GPT-4.1 and is on par with Claude 4, boosting investor confidence and leading to a stock price increase of over 2% [1] Group 1: Qwen3-Coder Model - Qwen3-Coder is the first code model in the Qwen series utilizing a mixture of experts (MoE) architecture, with a total of 480 billion parameters and the ability to activate 35 billion parameters [1] - The model supports a context length of 256K tokens, expandable to 1 million tokens, and has been pre-trained on 7.5 trillion data with a 70% code ratio [1] - Qwen3-Coder has set new records in agent capability evaluations, surpassing GPT-4.1, and achieved the best results in SWE-Bench assessments, comparable to Claude 4 [1][2] Group 2: Tool Support and Pricing - Qwen3-Coder can call multiple tools to solve complex programming tasks, significantly enhancing the efficiency of web development, AI search, and deep research applications [2] - The API for Qwen3-Coder is available on Alibaba Cloud, with pricing for input and output at 4 RMB and 16 RMB per million tokens, respectively, making it one-third the cost of Claude 4 [2] - Alibaba Cloud is offering a limited-time discount of up to 50% on context lengths from 128K to 1M tokens [2] Group 3: Open Source and Investment - Alibaba has released over 200 models in its open-source initiative, with the Qwen series surpassing 100,000 derivative models, making it the largest AI open-source model globally [3] - The company plans to invest over 380 billion RMB in cloud and AI hardware infrastructure over the next three years, exceeding the total investment of the past decade [3] Group 4: Financial Performance and Market Response - Alibaba Cloud's revenue growth accelerated from 3% to 18% in the first quarter of 2025, with total revenue reaching 118 billion RMB and an annual growth rate of 11% [4] - The stock price of Alibaba has increased by 50% since 2025, reflecting positive market sentiment towards the company's technological advancements and business transformation [4]