来源：央视新闻客户端 当地时间30日晚间， 巴勒斯坦伊斯兰抵抗运动（哈马斯）证实其军事领导人穆罕默德·辛瓦尔已死 亡。 此前，以色列宣称在5月份的一次袭击中打死了穆罕默德·辛瓦尔，但哈马斯方面一直未予证实。30 日晚间，哈马斯发布其组织"烈士"领导人名单，包括伊斯梅尔·哈尼亚、叶海亚·辛瓦尔、穆罕默德 ·戴夫、穆罕默德·辛瓦尔、马尔万·伊萨、巴塞姆·伊萨、拉菲·萨拉马和拉德·塔贝特等人。 穆罕默德·辛瓦尔是已故哈马斯领导人叶海亚·辛瓦尔的弟弟。去年叶海亚·辛瓦尔和哈马斯原军事 部门首领穆罕默德·戴夫在以军行动中死亡后，穆罕默德·辛瓦尔成为哈马斯在加沙地带的军事部门 领导人。 暴雨、大暴雨来 了! ...

来源：中央气象台 1.政府及相关部门按照职责做好防暴雨准备工作； 2.学校、幼儿园采取适当措施，保证学生和幼儿安全； 3.驾驶人员应当注意道路积水和交通阻塞，确保安全； 4.检查城市、农田、鱼塘排水系统，做好排涝准备。 预计， 8月31日08时至9月1日08时 ， 黑龙江西部和东南部、吉林东部、辽宁东部、 山东东 部、 河南东南部、 安徽中南部、江苏中北部、湖北东部和南部、湖南北部、川西高原南部以 及广东西南部沿海 等地部分地区有大到暴雨 ， 其中，吉林东南部、辽宁东北部等地部分地 区有大暴雨（100～140毫米） 。上述部分地区伴有短时强降水（最大小时降雨量20～50毫 米，局地可超过70毫米）， 局地有雷暴大风等强对流天气 。 防御指南： 特朗普，突然叫停！ 中央气象台 8月31日06时 继续 发布暴雨蓝色预警： ...

Core Viewpoint - The rapid iteration of large models is driving an upgrade across the entire chain of computing power, data, and applications, reshaping future industries and investment landscapes [2]. Group 1: Industry Insights - The recent advancements in large models signify not just improvements in algorithm capabilities but a comprehensive upgrade in computing power, data, and applications [5]. - The demand for computing power is continuously rising due to the increasing model parameters and inference complexity, leading to a long-term upward demand for AI infrastructure such as high-performance GPUs and cooling systems [5]. - The acceleration of application deployment is evident as stronger large models reduce the costs of business automation and intelligence, leading to a new wave of SaaS and vertical AI applications [5]. - Competition within the ecosystem is intensifying, with leading model vendors forming platform capabilities and extending upstream and downstream, potentially increasing industry concentration [5]. Group 2: Company Strategy - The company has maintained a global strategy and focuses on empowering creators through creative software, adapting to the complexity of various application scenarios [6]. - The launch of the Wanxing Tianmu multimedia large model 1.0 and its subsequent upgrade to 2.0, in collaboration with Huawei, has positioned the company as a leader in quality, inference speed, and controllability in the industry [8]. - The company aims to cater to both B-end and C-end users by providing tailored solutions that address the specific needs of creators, whether they are individual users or enterprises [9]. Group 3: Market Opportunities - The productization of large models is significantly impacting both B-end and C-end markets, enhancing the valuation models in the software industry [10]. - For B-end users, large models are evolving from single-function tools to intelligent platforms, increasing customer retention and lifetime value [10]. - For C-end users, large models are enabling new content and interaction forms, enhancing user willingness to pay and driving market valuation for companies that can create popular applications [10]. Group 4: Future Outlook - The company is focused on a "dual-mode drive" strategy, integrating mainstream large models while advancing its own Tianmu model to ensure competitive advantages and user satisfaction [12]. - The company believes that the future of AI applications will increasingly rely on the integration of AI capabilities into internal operations to enhance efficiency and competitiveness [21]. - The Chinese AI industry is expected to thrive due to its rich application scenarios, complete industrial chain, and strong policy support, positioning it favorably in the global market [24].

来源：抖音黑板报微信 8月29日，抖音发布关于持续严打"色情低俗"的公示。其中提到， 抖音严禁用户以各种手段传播淫秽色 情内容 ，严禁通过短视频、直播、群聊、简介等任何形式，发布违法违规二维码、链接、联系方式等 信息，诱导用户至第三方平台进行色情相关交易或在线下提供色情服务。 平台一旦发现涉嫌违法犯罪 的线索，将主动向公安机关报案。 移送公安机关案件2：直播间展示色情导流二维码被刑拘 平台发现某主播在直播间简介存在性暗示，直播间内正常互动，当人气提升后，突然展示色 情导流二维码，引导观众下载"约炮"软件。平台识别后，立即封禁账号直播权限并将线索上 报公安机关，犯罪嫌疑人因涉嫌非法利用信息网络罪被依法刑事拘留。 移送公安机关案件3：组织主播站外传播淫秽视频，18人被刑拘 抖音关于持续严打 "色情低俗" 的公示 为切实维护健康网络环境，保障广大网民的合法权益，抖音一直坚持从严整治各类色情低俗 行为。依据《中华人民共和国网络安全法》《互联网信息服务管理办法》《网络信息内容生 态治理规定》等法律法规，及《抖音社区自律公约》《抖音直播行为规范》等平台规则，结 合用户反馈与社会关切，平台严厉打击淫秽色情及其引流信息，深入 ...

【导读】 特朗普通知国会计划撤销数十亿美元的外援资金 中国基金报记者 泰勒 大家周末好，简单关注一下特朗普的新消息。 特朗普绕过国会批准，拟削减49亿美元对外援助 这场斗争已经使特朗普自己的党派分裂，尤其是在参议院，南达科他州的共和党人迈克·朗兹和缅因州的苏珊·柯林斯担心，这可能会破坏 长期以来的权力划分理解，即谁拥有"掌控财政"的权力。 参议院拨款委员会主席苏珊·柯林斯在声明中表示： "任何在未经国会批准的情况下撤销已拨款的资金，都是对法律的明显违反。" 通过利用1974年法律中关于总统必须支出国会批准资金的灰色地带，白宫希望通过利用时间表来为自己争取优势。《拨款控制法案》允许 总统在国会考虑撤销提案期间临时冻结支出45天。此类撤销曾是常见做法，特朗普在今年复兴了这一做法，要求国会取消了90亿美元的公 共广播、外援和全球健康项目支出。 但如果提案出现在财政年度的最后几周，白宫的这一举动将挑战了对 《拨款控制法案》 的通常理解。 根据该法案，白宫可以暂停支出45 天，同时请求国会通过一项撤销这笔资金的措施。如果国会在45天后没有采取行动，这笔钱就必须被发放。白宫预算主管 沃斯 长期以来一 直表示，他想使用他所 ...

Core Viewpoint - The core message emphasizes the significant progress of the HarmonyOS ecosystem and the collaborative efforts required to enhance its user experience and functionality [5][6][9]. Group 1: Progress of HarmonyOS Ecosystem - The HarmonyOS ecosystem has made substantial advancements, with major internet applications now adapted to the system, and a growing number of mid-tail applications joining [5]. - Over 21 categories of SDKs and middleware have been adapted to HarmonyOS, improving application development efficiency [5]. - Products powered by HarmonyOS have demonstrated clear advantages in connectivity, speed, power consumption, smoothness, security, battery life, photography, and AI capabilities [5][6]. Group 2: Challenges Ahead - Despite the progress, there are still gaps in achieving an "ultimate" user experience, with some applications lacking essential features that could hinder user adoption [6]. - The high level of mobile internet application penetration in China presents a significant challenge for the development of the new ecosystem [6]. Group 3: Five Initiatives for Development - The company proposes five initiatives to enhance the HarmonyOS ecosystem: 1. Accelerate the improvement of features in HarmonyOS-adapted applications to provide an exceptional user experience [7]. 2. Encourage government and enterprise units to adapt internal applications to HarmonyOS, ensuring its usability [8]. 3. Urge consumers to actively use HarmonyOS and provide feedback to drive its advancement [8]. 4. Invite more chip manufacturers, hardware vendors, software developers, and application developers to join the open-source Harmony community [8]. 5. Foster the cultivation of talent related to HarmonyOS through educational institutions [8].

来源：央视新闻 胡塞武装确认：艾哈迈德·拉哈维身亡 胡塞武装8月30日发表声明称， 该武装行政机构负责人艾哈迈德·拉哈维在8月28日以色列对 也门首都萨那的空袭中丧生 。 以军称在黎南部打死一黎真主党武装指挥官 以色列国防军8月29日发布消息称，当天早些时候，以军在黎巴嫩南部地区打死黎真主党精锐 部队拉德万部队的一名指挥官。以军称，此人曾多次发动针对以色列的袭击，相关袭击行动 违反了黎以停火协议。以军称将继续采取行动，消除对以色列构成的任何威胁。 黎巴嫩真主党对此暂无回应。 大 曝 光！上 市 券 薪 酬 " 涨 了 " 商 8月28日，也门首都萨那遭空袭。以色列国防部长卡茨当天证实，以军对也门进行了袭击。另 据以色列陆军电台报道，以色列安全官员称以军空袭目标中包括一些胡塞武装高级官员所在 地。 ...

【导读】2025年中报显示： 上市券商薪酬"涨了" 中国基金报记者 孙越 42家 上市券商2025年半年报披露完毕，行业薪酬状况也随之浮出水面。 与上年同期相比，上市券商薪酬"总包" 明显增长 。数据显示， 上半年 近 九成券商薪酬总额实现 同比 增长 ， 有可比数据的39 家 上市 券商总薪酬 超过770 亿元，同比增长超1 8 %，员工人均薪酬也 纷纷 回升。 上市券商"薪酬包" 普增 截至8月 29 日晚间，4 2 家上市券商已全部披露202 5 年半年报。 记者 按照"当期薪酬总额=支付给职工以及为职工支付的现金+期末应 付职工薪酬-期初应付职工薪酬"的公式计算， 有可比数据的39 家上市券商，今年上半年的薪酬总额为 777.15亿元，相比2024年上半年 657.54亿元的薪酬总额，同比增长了18.19%。 | | | 上市券商2025年上半年薪酬总额 | | | --- | --- | --- | --- | | 证券名 | 2025年 上半年 | 2024年 上半年 | 同比变 | | 称 | 薪酬总 | 薪酬总 | 化 | | | 额 | 額 | | | 中信证券 | 111.23 | 97. ...

来源：商务部 商务部新闻发言人就美国撤销三星等三家在华半导体企业"经验证最终用户"授权答记者问 问： 8月29日，美国商务部将英特尔半导体（大连）有限公司、三星中国半导体有限公司以及SK海力士半导体（中国）有限公司移 出"经验证最终用户"授权名单。请问中方对此有何评论？ 答： 中方注意到有关情况。半导体是高度全球化的产业，经过数十年发展，已形成你中有我、我中有你的产业格局，这是市场规律和企 业选择共同作用的结果。美方此举系出于一己之私，将出口管制工具化，将对全球半导体产业链供应链稳定产生重要不利影响，中方对 此表示反对。 中方敦促美方立即纠正错误做法，维护全球产业链供应链的安全稳定。中方将采取必要措施，坚决维护企业正当权益。 中方注意到有关情况。半导体是 高度全球化的产业，经过数十年发 展,已形成你中有我、我中有你的产 业格局,这是市场规律和企业选择共 同作用的结果。美方此举系出于一己 之私，将出口管制工具化，将对全球 I NET 8月29日,美国商务部将英特尔半 导体（大连）有限公司、三星中国半 导体有限公司以及SK海力士半导体 (中国) 有限公司移出"经验证最终用 户"授权名单。请问中方对此有何评 论？ ...

Core Viewpoint - The article discusses the underperformance of several mutual funds in the A-share market, leading to apologies from fund managers, highlighting the need for accountability and reflection on investment strategies [2][3][4]. Group 1: Fund Performance and Apologies - Various types of funds, including healthcare, dividend, and growth funds, have underperformed, prompting fund managers to express apologies in their semi-annual reports [3][4]. - Fund managers view these apologies as an opportunity to reassess their investment frameworks and demonstrate professional integrity [3][4]. - The healthcare sector saw significant activity with innovative drug companies, yet some healthcare funds lagged behind industry indices, leading to public apologies from managers [6][7]. Group 2: Specific Fund Manager Reflections - A healthcare fund manager acknowledged underperformance due to an early shift to defensive positions amid geopolitical concerns, missing out on subsequent market rebounds [6][7]. - A dividend fund manager cited both objective and subjective reasons for underperformance, noting that the focus on low-recognition sectors did not yield expected results as stronger sectors continued to perform well [8][9]. - Another fund manager managing traditional midstream manufacturing stocks expressed regret for high allocations in underperforming sectors, emphasizing the importance of long-term investment choices [11]. Group 3: Future Outlook and Strategies - Fund managers are optimistic about future performance, with plans to focus on sectors showing signs of recovery and improvement, such as AI healthcare and life sciences [7][11]. - The article highlights that some funds have rebounded in the second half of the year, with one dividend fund manager reporting an 11.40% increase in net asset value, outperforming benchmarks by nearly 10 percentage points [14][15]. - Fund managers emphasize the need for a balanced approach in investment timing, avoiding premature exits from strong sectors while maintaining a focus on long-term strategies [9][12]. Group 4: Investor Perspective - Industry experts advise investors to view fund managers' apologies with a rational mindset, focusing on long-term performance rather than short-term fluctuations [14][16]. - Investors are encouraged to analyze fund performance over longer periods, such as 3 to 5 years, to assess the consistency and reliability of fund managers [16].