Core Viewpoint - The A-share market experienced a strong performance with both the Shanghai Composite Index and the ChiNext Index reaching new highs for the year, driven by significant trading volume and a focus on infrastructure-related stocks [1][2]. Market Performance - The Shanghai Composite Index rose by 0.72%, the Shenzhen Component Index increased by 0.86%, and the ChiNext Index gained 0.87% by the end of the trading day [2]. - The total trading volume for the Shanghai and Shenzhen markets reached 1.7 trillion yuan, an increase of 128.9 billion yuan compared to the previous trading day [1]. Sector Analysis - The market saw a concentration of activity in the large infrastructure sector, with over 4,000 stocks rising and more than 100 stocks hitting the daily limit up [1]. - Key sectors that performed well included cement, building materials, steel, and ultra-high voltage, with companies like Conch Cement experiencing significant gains [1]. - Other active sectors included the ultra-high voltage and power grid concepts, with stocks like Guodian Nanzi also hitting the daily limit up [1]. - The robotics sector maintained strong momentum, exemplified by Changsheng Bearing's 20% limit up [1]. - Conversely, sectors such as cross-border payments, banking, AI, and photolithography faced declines [1].

Core Viewpoint - The article discusses the approval and release of the national standard "Guidelines for the Management of Campus Meal Service Enterprises" by the State Administration for Market Regulation, aimed at enhancing food safety management in schools [1] Group 1: Overview of the National Standard - The standard is the first national guideline for campus meal service enterprises providing meal preparation and delivery services for primary and secondary school students and kindergartens [1] - It covers a comprehensive range of guidelines including recipe and ingredient management, food processing, meal preparation and delivery, dining services, service evaluation and improvement, and emergency handling [1] Group 2: Food Safety and Nutritional Guidelines - The standard includes operational guidelines for food safety and nutritional health information exchange, as well as measures to prevent food waste [1] - It aims to guide students in developing balanced dietary habits and environmental awareness from a young age [1] Group 3: Compliance and Management Requirements - Enterprises are required to appoint a food safety director and dedicated food safety management and inspection personnel [1] - A dynamic risk prevention mechanism must be established, including daily safety checks, weekly hazard assessments, and monthly analysis [1] Group 4: Procurement and Quality Control - A centralized procurement system for staple foods such as rice, flour, and oil must be implemented, ensuring retention of inspection reports for each batch of ingredients [1] - Each type of staple food must undergo comprehensive testing at least once a year, particularly for pesticide residue and other safety indicators [1] Group 5: Food Processing and Delivery - The food processing stage must integrate with the "Internet + Bright Kitchen" system, showcasing key food processing operations to schools, parents, and students [1] - Samples of each food variety delivered must be retained for at least 48 hours [1] Group 6: Risk Management Protocols - In the event of food safety risks, a recall procedure must be initiated immediately, with proactive reporting to local market regulation authorities [1]

路易威登香港（LVHK）表示，外泄的资料不包含任何支付资讯，正通知相关部门和受影响客户。 香港个人资料私隐专员公署表示已根据既定程序对LVHK展开调查，包括事件是否涉及延误通报。 据香港文汇报等港媒报道， 法国奢侈品牌路易威登（Louis Vuitton）近日发客户信，称发生客户资 料外泄事件，近42万名香港客户受影响。 外泄的资料涉及客户姓名、护照号码、出生日期、地址、电邮地址、电话号码、购物记录和产品喜 好资料。 ...

Group 1 - JD.com announced the completion of investments in three leading companies in the field of embodied intelligence: Qianxun Smart, Zhujidongli, and Zhongqing Robot [1] - JD.com emphasizes the importance of technology hotspots, including embodied intelligence and large models, focusing on supply chain scenarios to drive innovative applications [1] - It is reported that JD.com will announce collaborations with various robot companies at the World Artificial Intelligence Conference in late July, including popular AI toys and AI education robots, covering mainstream consumer robot brands [1]

据央视新闻，英伟达CEO黄仁勋接受采访时表示， 至今仍感觉每天都在面临倒闭危机，总是 感觉我们快倒闭了。 我总在想，就在我们取得某项成就的同时，别人也可能正在创造伟大。 黄仁勋表示， 当CEO大多时候并不那么有趣。你时刻承受着压力，33年来每一天、每一分钟 我都在压力中度过。整整33年里的每一秒，我都感受着公司、客户和市场的重担，这种压力 从未离开过我，哪怕一刻都没有。 ...

Core Viewpoint - The A-share market continues to rise, with major indices showing slight increases and significant trading volume, indicating a positive market sentiment and active participation from investors [1] Market Performance - The Shanghai and Shenzhen markets recorded a half-day trading volume of 1.09 trillion, an increase of 70.8 billion compared to the previous trading day [1] - The overall market saw over 3,500 stocks rising, reflecting a broad-based rally [1] Sector Analysis - The infrastructure sector experienced a collective surge, particularly in the super hydropower segment, with companies like China Power Construction and China Energy Construction hitting the daily limit [1] - The steel sector maintained its strong performance, with Liugang Co. also reaching the daily limit [1] - The chemical sector showed strength, with Xin'an Chemical hitting the daily limit [1] - The robotics concept continued to perform well, with Changsheng Bearing rising over 10% [1] - In contrast, the computing hardware sector faced adjustments, with Oulutong dropping over 5% [1] Index Performance - By the end of the trading session, the Shanghai Composite Index rose by 0.44%, the Shenzhen Component Index increased by 0.29%, and the ChiNext Index saw a rise of 0.12% [1]

前言 财联社倾力打造王牌栏目《风口研报》，替您"八一八"市场含金量超高的研报、调研信息。以机构视 角，追踪研报和调研纪要细节里的"超预期"、"拐点"、"事件催化"和"价值洼地"。 ①今年和2015年、2021年行情的区别；②优必选中标9051万元机器人设备采购项目，今年总体人形机器 人订单+产量有望超1000台，目前公司工厂已完成小批量试产，产能正快速爬坡，有望带动供应链（U 链）需求放量；③今日全市场机构研报共发布372篇，纳睿雷达、物产环能评级得到上调，16家公司获得 首度覆盖，其中美湖股份等3股获新财富分析师深度覆盖；④在个股机构关注度排行中，匠心家居首次上 榜，前五名依次为东鹏饮料>科沃斯>宝丰能源>继峰股份>匠心家居。 ...

Core Viewpoint - Central Huijin has significantly increased its holdings in various ETFs, investing a total of approximately 210 billion yuan to stabilize the A-share market amid external pressures and market volatility [2][22][24]. Group 1: Investment Actions - Central Huijin and its asset management company have purchased at least 8 ETFs, including the CSI 300 ETF and the SSE 50 ETF, with a total investment amount reaching 210 billion yuan [2][3]. - In the second quarter, Central Huijin bought 108.74 billion units of the CSI 300 ETF, amounting to an estimated 400 billion yuan [3]. - The company also increased its holdings in the Huaxia CSI 300 ETF by 92.88 billion units, costing around 350 billion yuan [5]. - Additional purchases included 84.29 billion units of the E Fund CSI 300 ETF for approximately 320 billion yuan and 55.4 billion units of the Harvest CSI 300 ETF for about 200 billion yuan [9][10]. Group 2: Market Impact - The actions of Central Huijin have been described as a stabilizing force in the A-share market, effectively reversing panic selling and restoring rational pricing within just two trading days [22][23]. - Following Central Huijin's announcements and purchases, the A-share market indices showed a notable recovery, with the Shanghai Composite Index achieving a three-month consecutive rise and reaching a new high for the year [26]. - Central Huijin's commitment to maintaining market stability has been reinforced by the central bank's support, which includes providing sufficient re-lending to ensure smooth operations in the capital market [23][27]. Group 3: Strategic Intent - Central Huijin has articulated its role as a "stabilizer" in the capital market, emphasizing its readiness to act decisively during periods of market volatility [27]. - The company plans to continue increasing its investments across various market styles of ETFs to balance its portfolio and support market stability [27].

Core Viewpoint - The article highlights China's strong opposition to the European Union's decision to include certain Chinese companies and financial institutions in the sanctions list during the 18th round of sanctions against Russia, emphasizing the lack of legal basis for such actions and the negative impact on China-EU economic and financial relations [1]. Group 1 - The EU has unilaterally included Chinese companies and financial institutions in its sanctions list, disregarding China's repeated objections [1]. - China expresses strong dissatisfaction and resolute opposition to the sanctions, labeling them as unjustified and lacking international legal basis [1]. - The actions of the EU are seen as contrary to the consensus spirit between China and the EU leaders, significantly affecting economic and financial cooperation [1]. Group 2 - China urges the EU to immediately cease its erroneous actions against Chinese enterprises and financial institutions [1]. - The Chinese government indicates that it will take necessary measures to firmly protect the legitimate rights and interests of Chinese companies and financial institutions [1].

中国互联网络信息中心（CNNIC）7月21日在京发布第56次《中国互联网络发展状况统计报告》。 截至6月， 我国网民规模达11.23亿人，互联网普及率达79.7% ，越来越多的群体共享数字发展成 果。新兴市场蓬勃发展，人工智能技术加速应用落地，全球影响力不断提升，科技创新引领经济社 会高质量发展。 《报告》显示，"十四五"期间，我国互联网建设取得显著成就。新型信息基础设施加速布局，互联 网基础资源持续丰富，为互联网普及和数字经济发展提供了坚实支撑。 ...