美东时间周一， 标普500指数和纳斯达克指数收盘创下历史新高，主要受谷歌A和其他大盘股 的提振。 本周投资者将聚焦七巨头的财报，并等待贸易谈判的进展。 随着美国总统特朗普设定的8月1日关税最后期限临近，这将对美股牛市构成重大考验。标普 500指数今年以来上涨了约8%，投资者押注关税造成的经济损失将比人们担心的要小。 美国商务部长卢特尼克上周日对与欧盟达成协议表达了乐观态度。"我相信我们能达成协议， 这对美国来说将是件好事，因为总统是美国的坚强后盾。" 但欧盟外交官员透露，由于与美国政府达成可接受贸易协议的前景愈发黯淡，欧盟正在酝酿更 为广泛的反制措施。 与此同时，特朗普政府继续对鲍威尔施加压力，美国众议院议员Anna Paulina Luna周一向司 法部提出刑事指控，声称美联储主席鲍威尔两次作伪证。 市场动态 截至收盘，道指跌19.12点，跌幅为0.04%，报44323.07点；纳指涨78.52点，涨幅为 0.38%，报20974.17点；标普500指数涨8.81点，涨幅为0.14%，报6305.60点。 特朗普威胁要对从墨西哥和欧盟进口的商品征收30%的关税，并致函加拿大、日本和巴西等 其他贸易伙伴，设定 ...

微软上周末发布紧急公告称，政府机构和企业用于共享内部文件的服务器软件可能受到黑客 的"活跃攻击"，并建议客户应立即进行安全更新。 近日微软的SharePoint服务器软件被曝存在严重的安全漏洞，正遭到黑客的持续攻击，据 悉，该软件广泛应用于政府机构和企业内部文件共享。 而截至目前，全球攻击已入侵了美国 联邦和州政府机构、大学、能源公司和一家亚洲电信公司。 微软方面最新表示，它已经发布了一个新的安全补丁，供客户应用到他们的SharePoint服务 器上，以减轻针对本地服务器的主动攻击。该公司还补充道，它正在努力推出其他补丁。 "零日攻击" 以下文章来源于创业板观察 ，作者周子意 创业板观察 . 创业板观察致力于发布深交所创业板的市场发展、政策变化、监管导向、上市企业动态等的及时信息， 提供有价值的市场资讯。 据最早的一篇报道称，不明身份的攻击者在过去几天内利用漏洞对全球各地的目标发动了攻 击，这次攻击被称为"零日攻击（zero day attack）"，因为它利用了一个此前未知的漏洞。 微软发言人则回应道，"我们一直在与CISA、国防部网络防御司令部和全球主要网络安全合作 伙伴密切协调。" 白宫授权的负责调查重 ...

每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收购、业绩、解禁、 高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前寻找到投资热点， 防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 前言 ①光模块+铜缆高速连接+芯片+华为！这家公司SR数通光模块完成开发及多平台验证，高速铜缆系列产品 已实现小批量交付；②水利+海洋经济+抽水蓄能+人工智能！这家公司具有水利行业甲级资质且在多项大 型水利工程积累丰富经验；③人形机器人+可控核聚变+多模态AI+军工！公司与乐聚机器人合作并聚焦具 身智能机器人。 ...

一旦成为"职业背债人"，将面临诸多风险隐患： 一是承担高额债务。 背债人作为借款人，需依法偿还全部本金及利息，逾期未偿还将面临催 收、罚息，甚至被起诉。从实际案例看，背债人到手的"背债费"只是贷款金额的一部分，大量 资金被不良中介和不法人员瓜分，而背债人却要背负远超自身所得的债务。 二是个人信用受损。 一旦背债人无力偿还贷款，个人征信将留下不良记录，影响未来获取正 规金融服务，甚至成为失信被执行人，出行、就业等正常生活将受到限制。 三是法律风险极高。 协助伪造资料骗取金融机构资金的行为，可能涉嫌诈骗、非法集资、骗 取贷款、洗钱等刑事犯罪，沦为不法分子的共犯，面临被追究法律责任的风险。 国家金融监督管理总局发布关于警惕"职业背债"陷阱的风险提示称，近期，社会上出现以"快 速致富""无需偿还债务"为诱饵的"职业背债"骗局，部分消费者因轻信此类虚假宣传陷入困 境。金融监管总局金融消费者权益保护局提示广大消费者提高警惕，远离"职业背债"陷阱。 "职业背债"陷阱主要有以下套路： 虚假宣传引诱。 以"无需还款即可获得高额回报""只需贡献自己征信""短时间轻松获得高额酬 劳""不用本人偿还债务"等话术为诱饵，吸引目标人群。 ...

Core Viewpoint - The growing demand for extended trading hours by retail investors is prompting global exchanges to consider longer trading periods, with the London Stock Exchange Group (LSEG) exploring the feasibility of a 24-hour trading mechanism [1][2]. Group 1: Global Exchange Trends - Major exchanges, including those in the U.S., are applying for all-day trading licenses, with the New York Stock Exchange, Nasdaq, and Chicago Options Exchange collectively accounting for about 40% of all on-exchange stock trading in the U.S. [2] - The LSEG is assessing various aspects of extending trading hours, including technological upgrades, regulatory issues, and potential impacts on liquidity and dual-listed companies [1][2]. Group 2: Market Dynamics - The rise of younger investors using smartphones for trading and the 24-hour nature of the cryptocurrency market are significant factors driving exchanges to consider longer trading hours [1]. - The LSEG generates most of its revenue from selling financial data to banks and brokers, with only 2.7% of its revenue coming from stock trading fees in the first quarter of this year [1]. Group 3: Professional Investor Sentiment - While retail investors are enthusiastic about trading during non-standard hours, professional fund managers express caution regarding the additional costs and regulatory risks associated with extended trading hours [3]. - The European Securities and Markets Authority (ESMA) has indicated that while extending trading windows may attract retail trading, the sustainability and long-term benefits of such a model remain uncertain [3].

General Principles - The regulation aims to standardize housing rental activities, protect the legal rights of parties involved, stabilize rental relationships, and promote high-quality development of the housing rental market [1] - The housing rental market development should adhere to national policies and combine market leadership with government guidance [2][3] Rental and Leasing - Housing for rent must comply with legal standards regarding construction, fire safety, gas, and interior decoration to ensure safety and health [5] - Rental contracts must be signed using real names, and landlords must register contracts with local property management departments without charging fees [8][9] - Landlords must provide identification and proof of ownership to tenants and cannot enter rented properties without consent [10] - Tenants must also provide identification and use the property safely, adhering to property management regulations [11] Housing Rental Enterprises - The state encourages the development of market-oriented and professional housing rental enterprises, which must have adequate capital and management capabilities [13] - Rental enterprises must register their business scope and report opening information to local property management departments [15] Brokerage Institutions - Real estate brokerage institutions must have sufficient capital and personnel to conduct housing rental business [18] - They must verify the identity of clients and ensure the accuracy of housing information before providing brokerage services [19][20] Supervision and Management - The government will establish a rental price monitoring mechanism and publish rental price information regularly [29] - Local property management departments are responsible for supervising rental activities and addressing illegal behaviors [31][32] Legal Responsibilities - Violations of safety standards in rental properties can lead to penalties, including fines ranging from 20,000 to 100,000 yuan for entities and 2,000 to 10,000 yuan for individuals [39] - Rental enterprises and brokerage institutions that fail to comply with regulations may face warnings, fines, or business suspension [41][42] Additional Provisions - The regulation will take effect on September 15, 2025, and specific provisions for affordable housing rental activities will be determined by the state [35][33]

Core Viewpoint - JD.com has launched its first self-operated takeaway store named "Qixian Xiaochu" on July 20, marking its entry into the takeaway market with a unique business model aimed at addressing food safety issues [1] Group 1: Business Model - The new takeaway store operates on an "online ordering + self-pickup" model, with no dine-in options available [1] - JD.com's founder Liu Qiangdong indicated that the takeaway market is substantial and hinted at a business model that would differ significantly from Meituan's, expected to be revealed in the near future [1] Group 2: Market Context - The launch of "Qixian Xiaochu" reflects JD.com's strategic move to tap into the growing takeaway market, which has seen increasing consumer demand [1] - The emphasis on food safety in the new business model suggests a response to consumer concerns and a potential competitive advantage in the market [1]

Core Viewpoint - A nationwide self-inspection and tax payment initiative targeting domestic residents' investment income from Hong Kong and U.S. stocks has been launched, focusing on high-net-worth individuals and requiring them to report and pay taxes on overseas income from 2022 to 2024 [1][2][4]. Group 1: Legal Basis and Tax Types - The legal basis for taxing domestic residents' overseas income has been clearly established, requiring individuals to report overseas investment income, interest, capital gains, and employment income [2][6]. - The tax types involved include capital gains tax and dividend tax, both subject to a 20% rate, with capital gains from investments via the Hong Kong Stock Connect being exempt from personal income tax until the end of 2027 [2][9]. Group 2: Impact and Industry Response - The frequency of tax payment notifications has significantly increased since May, expanding from first-tier cities to economically active regions, primarily targeting residents who invested through overseas brokers [3][4]. - The current round of tax notifications mainly affects high-asset individuals, with required payments ranging from over 100,000 to several million yuan, highlighting a previously weak enforcement of tax regulations on overseas investment income [4][6]. - Despite the notifications, industry insiders indicate that the overall impact on brokerage firms is manageable, as many had already ceased new business with mainland residents due to regulatory definitions of non-compliance [2][11]. Group 3: Tax Calculation and Controversies - Tax on capital gains is calculated based on the difference between selling and buying prices, with a 20% tax applied to the profit, while dividend tax involves a 20% total tax burden after accounting for U.S. withholding taxes [9][10]. - There are ongoing discussions regarding the taxation of losses and gains over multiple years, with investors expressing dissatisfaction over the requirement to pay taxes in profitable years despite no overall gain [10]. Group 4: Shift to Hong Kong Stock Connect - The tax policy has prompted some investors to consider shifting their focus to the Hong Kong Stock Connect, which offers significant tax advantages by exempting capital gains tax until 2027 [11][12]. - However, concerns remain regarding the limited range of investment options available through the Hong Kong Stock Connect, which may not cover all desired stocks and derivatives [12].

Core Viewpoint - The newly published "Housing Rental Regulations" aims to standardize housing rental activities, protect the legal rights of parties involved, stabilize rental relationships, and promote high-quality development of the rental market, with implementation set for September 15, 2025 [1][2]. Summary by Sections Overall Requirements - The regulations emphasize that the development of the housing rental market should align with national policies and encourage a combination of market-driven and government-guided approaches, promoting diverse channels for increasing rental housing supply and fostering market-oriented, professional rental enterprises [1]. Regulation of Rental Activities - Housing intended for rental must comply with legal standards related to construction and fire safety, ensuring no risk to personal safety and health. Non-residential spaces cannot be rented out for residential purposes. Both landlords and tenants are required to sign rental contracts under real names and adhere to specified behavioral norms [1]. Regulation of Rental Enterprises - Rental enterprises must provide truthful, accurate, and complete information about available properties, maintain rental archives, and establish sound internal management systems. Those engaged in subleasing must set up regulated rental fund accounts [1][2]. Regulation of Brokerage Institutions - Brokerage institutions are required to verify and record the identity of clients and property ownership before publishing rental information, conduct on-site inspections, and prepare housing condition reports. They must also clearly price their service fees [2]. Strengthening Supervision and Management - Local governments at the city level and above must establish rental price monitoring mechanisms and regularly publish rental level information. Property management departments must implement graded supervision based on the credit status of rental enterprises and their personnel, while industry organizations should enhance self-regulation [2]. Strict Accountability - The regulations stipulate strict legal responsibilities for landlords, tenants, rental enterprises, brokerage institutions, and relevant government officials in cases of violations [2].

Core Viewpoint - The stock of Dongfang Electric (HK01072) experienced a significant and unusual spike, rising over 700% due to a suspected erroneous trade, which was later corrected, but the stock still closed with a substantial gain of 65.21% [1][3]. Group 1: Stock Performance - At 9:30:22 AM, a trade occurred at 119.90 HKD per share for 400 shares, amounting to approximately 47,960 HKD, which was a drastic increase from the previous price of 19.32 HKD per share [1][2]. - Following the erroneous trade, the stock price quickly corrected to around 20.85 HKD per share [1]. - Despite the correction, Dongfang Electric closed at 24.65 HKD per share, reflecting a 65.21% increase [3]. Group 2: Market Context - The erroneous trade was speculated to be a result of a trader mistakenly entering 119.90 HKD instead of 19.90 HKD [2]. - The A-share of Dongfang Electric also hit the daily limit up, closing at 19.62 CNY [3]. - The opening of the Yarlung Tsangpo River downstream hydropower project in Tibet contributed to a broader market rally in related sectors such as infrastructure and cement [3].