印度总理莫迪称，印中关系稳步发展。 ...

小米集团：第二季度，总收入为人民币1,160亿元，创历史新高，同比增长30.5%。业务分部来看，第二季度，“手机×AIoT”分部收入为人民币947亿元，同比增长14.8%；“智能电动汽车及AI等创新业务”分部收入为人民币213亿元，两个分部收入均创历史新高。本季度，集团经调整净利润为人民币108亿元，创历史新高，同比增长75.4%。第二季度，智能电动汽车及AI等创新业务部分收入为人民币213亿元，其中，智能电动汽车收入为人民币206亿元，其他相关业务收入为人民币6亿元。本季度，智能电动汽车及AI等创新业务部分毛利率为26.4%。第二季度，智能电动汽车及AI等创新业务部分经营亏损为人民币3亿元。第二季度，小米智能大家电的收入创历史新高，同比增长达66.2%。其中，空调产品出货量超540万台，创历史新高，同比增速超过60%；冰箱产品出货量超79万台，同比增速超过25%；洗衣机产品出货量超60万台，同比增速超过45%。 ...

有消息称新东方CEO周成刚或涉关联交易被监管部门立案调查。东方甄选方面向回应称：纯属谣言。（一财）外汇交易员 (@myfxtrader):#行情 港股东方甄选周二股价巨震，迅速抹去23%的涨幅，转为下跌9.5%。 https://t.co/aRH2fQbDCt ...

Government Revenue - China's national general public budget revenue increased by 0.1% year-on-year to 13583.9 billion CNY from January to July [1] - National tax revenue decreased by 0.3% year-on-year to 11093.3 billion CNY from January to July [1] - Non-tax revenue increased by 2% year-on-year to 2490.6 billion CNY from January to July [1] - From January to June, national general public budget revenue decreased by 0.3% year-on-year to 11556.6 billion CNY [4] - From January to June, national tax revenue decreased by 1.2% year-on-year to 9291.5 billion CNY [4] - From January to June, non-tax revenue increased by 3.7% year-on-year to 2265.1 billion CNY [4] Specific Tax Revenue - Stamp tax increased by 20.7% year-on-year to 255.9 billion CNY from January to July, with securities transaction stamp tax increasing by 62.5% year-on-year to 93.6 billion CNY [2] - Stamp tax increased by 19.7% year-on-year to 195.3 billion CNY from January to June, with securities transaction stamp tax increasing by 54.1% year-on-year to 78.5 billion CNY [5] Land Revenue - Revenue from the transfer of state-owned land use rights decreased by 4.6% year-on-year to 1695 billion CNY from January to July [3] - Revenue from the transfer of state-owned land use rights decreased by 6.5% year-on-year to 1427.1 billion CNY from January to June [6] Government Expenditure - National general public budget expenditure increased by 3.4% year-on-year to 16073.7 billion CNY from January to July [3] - Expenditure on social security and employment increased by 9.8% year-on-year to 2762.1 billion CNY from January to July [3]

#报告 瑞银前瞻美俄乌谈判进展None (@None):None ...

#行情 东方甄选大跌20%。 ...

外交部发言人毛宁主持例行记者会。印度媒体今日报道称，中国已经解除了对印度的稀土出口限制。中方能否证实？“我不了解你提到的情况。我可以告诉你的是，我们愿意同有关国家和地区加强对话合作，共同维护全球产供链的稳定。”毛宁回应。外汇交易员 (@myfxtrader):路透社引述印度媒体消息，中国取消了稀土磁铁出口至印度的限制。🗒️彭博社6月曾报道，印度外交秘书Vikram Misri在新德里与中国外交部副部长孙卫东会面时，提出了中国对稀土出口实施管制的问题。双方同意未来继续就关键矿产供应及更广泛的经贸议题保持对话。 ...

#数据 截至2025年6月末，全国有线电视实际用户2.06亿户（同比减少1%或200万户，较3月减少100万户），广电5G用户3545.57万户（同比增40.5%）。全国广播节目播出时间783.32万小时（同比增3.6%），电视节目播出时间935.53万小时（同比增5.3%）。 ...

Stock Performance - Hong Kong stock market: Oriental Selection's stock price experienced significant volatility on Tuesday, initially erasing a 23% gain before reversing to a 95% decline [1]

路透：英伟达正在为中国开发一款基于Blackwell架构的AI芯片，性能比H20更强。新芯片暂时命名为B30A，将采用单芯片设计，其原始算力可能仅为旗舰B300加速卡中更复杂的双芯片配置的一半。目前该芯片的规格尚未完全确定，英伟达希望最早在下个月向中国客户交付样品进行测试。 ...