华为上半年净利润370亿元，低于2024年上半年（546亿元）。 ...

新华社：中共中央政治局8月29日召开会议，审议《中国共产党思想政治工作条例》，研究《中华人民共和国民族团结进步促进法（草案）》。中共中央总书记习近平主持会议。“要加强和改进新形势下思想政治工作，适应社会群体发展变化，增强工作针对性和实效性。”“牢牢守住发展不能以牺牲安全为代价这条底线。” ...

财政部：1-7月，全国国有及国有控股企业营业总收入与上年同期持平，利润总额同比下降3.3%。 https://t.co/xegwn3dRMf ...

华为董事、质量流程IT总裁陶景文表示，“像以华为为龙头的硬件公司，在算力上应该已经能够基本解决美国对中国的卡脖子问题。中国还有一批像DeepSeek这样的优秀大模型公司，我们在大模型竞争力上已经不输于美国公司。”“中国还有全球最丰富的实体经济和业务场景，也有最完整的数据积累，如果发力正确的话，我们一定能在人工智能应用上超越美国。”陶景文也指出，华为打造了完全不依赖美国的生态系统，从算力、数据库到工具链，包括上个月完全开源的CANN（Compute Architecture for Neural Networks）生态工具链，希望能为中国人工智能发展做一点贡献。 ...

#行情 寒武纪周五午后跌超10%。外汇交易员 (@myfxtrader):#行情 周五A股主要指数接近平开。寒武纪低开6.8%，此前向投资者发出交易风险升高警示，否认新产品发布计划。寒武纪预计全年营收50亿至70亿元人民币。中芯国际低开4.4%。 ...

Investment Trends - Investors plan to increase investments in hedge funds [1] - Investors favor European and Asian markets over the US for the first time since 2023 [1] - Wealthy investors are diversifying asset allocation away from the US [1] Regional Allocation - Europe is the region with the highest investment allocation, with 37% of investors increasing funds in the first half of the year [1] - 33% of allocators plan to increase funds in Europe in the second half of the year [1] - US and Asian hedge funds account for nearly half (47%) of inflows [1] - Approximately one-third of respondents plan to increase investments in Asia-Pacific and European hedge funds [1] - 14% of respondents plan to invest in North American hedge funds [1]

Credit Rating Downgrade - Fitch downgrades Vanke's long-term foreign and local currency issuer default ratings to 'CCC-' from 'CCC+' [1] - Fitch downgrades Vanke Real Estate (Hong Kong)'s long-term issuer default rating, senior unsecured rating, and the rating on its outstanding senior notes to 'CCC-' from 'CCC' [1] Liquidity Concerns - The downgrade reflects Vanke's further weakening liquidity [1] - Fitch forecasts Vanke's free cash flow to remain negative in the near term [1]

#行情 A股工业富联盘中再创历史新高，最高涨至50.46元/股，上市7年以来，市值首次突破万亿元关口。 ...

Consumption & Policy - National Development and Reform Commission (NDRC) to implement measures to boost consumption and stimulate market vitality [1] - NDRC to steadily implement consumer goods trade-in programs and accelerate policy formulation in areas such as first-release economy, digital consumption, and AI plus consumption [1] - Focus on promoting service consumption in areas like culture and tourism, sports events, and camping [1] - China aims to avoid disorderly competition in the development of artificial intelligence [2]

#报告 高盛：为什么说此轮中国流动性驱动的涨势还会继续（上调沪深300指数目标） https://t.co/9vtCtbDD3vNone (@None):None ...