北京时间周四凌晨2点，美联储公布了最新的利率决议，一如市场预期， 该央行仍将基准利率 维持在4.25%-4.50%区间不变，暂不理会特朗普的压力。 决议公布后，现货金银、美股三 大指数、美元指数短线波动均不大。 3.5 3 2.5 2.5 1.75 2 1.5 1 0.25 0.5 0 数据来源:美联储 -如市场预期,美联储7月宣布继续"按兵不动", 将基准利率维持在 4.25%-4.50% 区间不变,暂 不理会特朗普的压力。这也是美联储连续第五次 会议维持利率不变。 7 美联储决议声明变动 野前后 要看加 尽管净出口的波 尽管净出口的波 | 动影响了数据,最 | FIE | 动继续影响数据, | | --- | --- | --- | | 近的指标表明,经 | | 最近的指标表明, | | 济活动继续稳步 | | 上半年经济活动 | | 扩张 | | 增长有所放缓。 | | 经济前景的不确 | | 经济前景的不确 | | 定性有所下降,但 | | 定性仍处于较高 | | 仍处于较高水平。 | | 水平。 | | 全票通过 | 内部投票 | 投 票 反 对 此 | | | | 举的委员包括 | | | | 鲍 ...

Industry News - The State Council held a press conference announcing that starting from January 1, 2022, eligible infants can receive childcare subsidies, with a preliminary budget of approximately 90 billion yuan for this year [6] - A national teleconference on the prevention and control of the Chikungunya virus was held, emphasizing the need for environmental sanitation and effective mosquito control measures [6] - The Chinese medicine industry will implement labeling regulations for medicinal herbs starting August 1, 2023, requiring labels to include expiration dates [7] - The China Coking Industry Association held a market analysis meeting, where representatives agreed to raise coking prices by 50 to 75 yuan per ton starting July 31 [7] - A successful launch of low-orbit satellite internet satellites was conducted using the Long March 8 rocket, marking advancements in automated launch technology [8] Company News - Upwind New Materials announced a suspension of trading due to abnormal stock price fluctuations [3] - CATL reported a net profit of 30.5 billion yuan for the first half of the year, a year-on-year increase of 33.02%, and plans to distribute a cash dividend of 10.07 yuan per share [9] - Vanke A announced that Shenzhen Metro Group will provide a loan of up to 869 million yuan to the company [9] - XGIMI Technology projected a net profit increase of 2062% year-on-year for the first half of the year [9] - Yonghui Supermarket plans to raise no more than 3.992 billion yuan through a private placement for store upgrades [9] - Yangtze Power announced plans to invest approximately 26.6 billion yuan in the construction of the Gezhouba shipping capacity expansion project [9] - Digital Certification announced that its controlling shareholder intends to transfer shares without compensation, changing the controlling shareholder to Beijing Data Group [9] - Chip products from Shanghai Lisan are undergoing optimization, with no revenue generated yet [9] - Zhongwang Software is facing a copyright infringement lawsuit from Autodesk in a U.S. court [9] - Chipsea Technology is planning to issue H-shares and list on the Hong Kong Stock Exchange [9] - Sunshine Dairy announced that its controlling shareholder sold a total of 1.1452 million shares in the past two days [9]

据央视新闻，当地时间7月30日，美国总统特朗普在其社交平台"真实社交"上发文称， 自8月 1日起，美国将对来自印度的商品征收25%的关税，并"因其不当行为"加收额外惩罚性费用。 25%的税率比特朗普在4月"解放日"威胁对印度加征的26%关税稍低，但仍明显高于现有水 平。 此外，美国工人是否愿意、或是否具备能力从事生产这类进口商品（如服装、玩具、化工品） 所需的低技能、甚至危险的工作，也存在严重的不确定性。 据耶鲁大学预算实验室周一发布的报告，美国消费者目前面临的实际关税税率为18.2%，为 1934年以来最高水平，预计2025年每户家庭将因此损失高达2400美元。这一估算未计入周 三对印度加征的25%关税。 特朗普周三在其自创社交媒体平台Truth Social上发文称，印度的关税"过高"， 并称其他贸 易壁垒"苛刻且令人厌恶"。他还表示，印度因依赖俄罗斯的能源和军火装备，将面临额外惩 罚。 印度商务和工业部表示，政府正在评估特朗普此番关税宣布的影响。 该部在一份声明中称："近几个月来，印度与美国一直在就达成一个公平、平衡且互利的双边 贸易协议进行谈判。我们仍然致力于实现这一目标。" 特朗普设定的贸易谈判最后 ...

Group 1 - The article highlights significant announcements in the stock market from Sunday to Thursday, including "suspensions and resumption of trading, shareholding changes, investment wins, acquisitions, earnings reports, unlocks, and high transfers" to help investors identify investment hotspots and prevent black swan events [1] - A leading domestic printed circuit board (PCB) company is mentioned, with Huawei as its largest customer, indicating a strong partnership and potential growth in the PCB sector [1] - Another company is noted for its products and services that provide foundational security support for stablecoins, linking it to digital currency, blockchain, and tax digitalization [1] - A company involved in optical devices for lithography machines is highlighted, with applications in AI glasses, chips, and autonomous driving, showcasing its role in advanced technology sectors [1]

中共中央政治局7月30日召开会议引发市场广泛关注，会议中"宏观政策要持续发力、适时加 力""增强国内资本市场的吸引力和包容性，巩固资本市场回稳向好势头"等重磅表述尤为引人 注目，多位卖方研究领域专业人士就此发表深入解读。 在 中信证券首席经济学家明明 看来，本次政治局会议对当前经济形势给予积极评价，我国经 济运行稳中有进，主要经济指标表现良好，新质生产力加快形成，高质量发展取得新成效。同 时，会议也指出当前面临的风险挑战依然较多，外部环境复杂严峻，国内仍存在结构性矛盾， 强调要增强忧患意识，坚持底线思维，把握好巩固回升态势与推进结构调整之间的平衡。 国泰海通证券首席宏观分析师梁中华 称，总的来看，本次会议有三个特征，一是对内外部形 势的判断相较4月政治局会议更加积极；二是强调政策连续性，下半年有望迎来"适时加力"的 窗口期；三是适逢"十五五"规划起草在即，政策兼顾短期稳增长和长期促改革。 广发证券首席经济学家郭磊 表示，"巩固资本市场回稳向好势头"一则是对资本市场功能性的 重视；二则是对"924"以来市场定价修复带给宏观经济、微观预期正反馈效应的肯定。 华源证券总经理助理、研究所所长刘晓宁 指出，7月底政治局 ...

Core Viewpoint - The coffee market is experiencing rapid changes, with Luckin Coffee demonstrating strong performance amidst intense competition, achieving significant revenue growth and operational efficiency [1][9]. Group 1: Financial Performance - In Q2 2025, Luckin Coffee reported total net revenue of 12.359 billion yuan (1.723 billion USD), a year-on-year increase of 47.1% [1][5]. - Operating profit surged by 61.8% to 1.7 billion yuan, with an operating profit margin of 13.8% [1][5]. - For the first half of 2025, total net revenue reached 21.224 billion yuan, marking a historical high [1]. Group 2: Store Expansion and Sales Growth - As of the end of Q2, Luckin Coffee had a total of 26,206 stores, with 2,109 new stores opened, averaging 23 new stores per day [4]. - Same-store sales growth for self-operated stores was 13.4%, up from 8.1% in Q1 [2]. - Revenue from joint-operated stores increased by 55% year-on-year, significantly higher than the 24.5% growth in the same period of 2024 [2]. Group 3: Product Innovation and Marketing - Luckin Coffee launched several new products for the summer, including the "Orange C Americano" and "Light Body Fruit and Vegetable Tea," with the latter selling over 11.2 million cups in just two weeks [2]. - The company's marketing strategy is integrated with product development and supply chain management, enhancing user engagement and market feedback [7]. - Collaborations with popular IPs have boosted brand influence, with notable partnerships in 2025 including products linked to the hit drama "Chang'an's Lychee" [8]. Group 4: Supply Chain and Operational Efficiency - Luckin Coffee is enhancing its supply chain by establishing a network of four roasting factories, aiming for a total roasting capacity of 155,000 tons annually [6]. - The company is focusing on digital transformation to improve order processing speed and accuracy, which supports overall operational efficiency [6]. - Continuous improvements in supply chain management and operational efficiency have allowed Luckin to meet high consumer demand effectively [5][9].

据央视新闻，民政部今天公布2024年民政事业发展统计公报，公报显示，2024年，全国婚姻登记机构和 场所共计4190个，其中婚姻登记机构1134个， 全年依法办理结婚登记610.6万对，结婚率为4.3‰。 依法 办理离婚手续351.3万对，离婚率为2.5‰。 ...

据第一财经，特朗普表示，自8月1日起，印度将支付25%的关税，并为从俄罗斯购买商品支付罚 款。 ...

例如， 在"系统学习股票期权"的请求下，ChatGPT能在短短数秒内生成一套期权入门课程。 涵盖概念解释、举例和练习。 北京时间周三凌晨，美国软件开发商OpenAI宣布在ChatGPT中内置 "研究与学习"功能 。 简而言之，在这一模式下， ChatGPT不会直接给出答案，而是通过结合苏格拉底式提问、引 导性提示和自我反思的互动方式，引导使用者深入思考问题本质。 这一功能还能根据用户的 知识水平量身定制学习路径，并提供测试题以巩固理解。 尽管OpenAI表示该功能主要面向大学生群体，但由于大模型本身具备强大的通识能力，其教 学范围远不止于此。除了官方示例中给出的博弈论、会计学、物理和数学概念的教学外， ChatGPT能"教"的内容极其广泛——例如如何炒股。 "AI教育人类"正在逐步变成现实。 OpenAI国际教育负责人Jayna Devani表示，公司不希望学生滥用ChatGPT，推出"学习模 式"是鼓励建设性学术使用ChatGPT的一个步骤。 这种"AI教师"的最大优势在于，其教学几乎不受时间和精力限制 ——能学习多少知识，完全 取决于学生自身的耐力。 OpenAI介绍称，ChatGPT的学习模式由公司与教 ...

公司主营业务和生产经营未发生重大变化，收购方未来十二个月内不存在资产重组计划，但控制权 变更事项仍存在重大不确定性风险。 上纬新材(688585.SH)公告称，公司股票自2025年7月9日至7月30日期间多次触及股票交易异常波动 及严重异常波动情形。 公司将于7月31日开市起停牌，预计停牌时间不超过3个交易日。 值得注意的是， 公司股价 自7月9日至7月30日，16个交易日累计涨幅超1083%，成为A股年内首只 10倍股。 上纬新材此前发布公告称，智元机器人拟通过公司及核心团队共同出资设立的持股平台， 以协议转让和要约收购的方式取得公司控制权。 公司基本面未发生重大变化，但股票交易价格已严重脱离基本面，投资者参与交易可能面临较大市 场风险。此外，公司股票价格涨幅显著高于同期相关指数涨幅，换手率显著高于前期水平，市盈率 显著高于行业平均水平。 ...