★ 宏观动态 ★ 有消息称美方恢复向中国商飞供应喷气发动机，外交部回应 7月4日，外交部发言人毛宁主持例行记者会。有记者问：据消息人士称，美国政府已于周四告知美国通用电气 航空航天公司，可以恢复向中国商飞供应喷气发动机。外交部能否证实这一消息？毛宁表示，这个问题建议你 向中国商务部了解。我想说的是，希望美方同中方相向而行，维护中美经贸关系健康稳定发展。 25岁模特应邀泰国拍广告却身陷缅甸失联，中使馆：已获救 西南证券7月4日公告，公司董事会于近日收到李军辞去公司副总经理的书面报告。李军因职务变动申请辞去公 司副总经理职务，辞职报告自送达公司董事会之日起生效。李军辞职后将继续担任中共西南证券股份有限公司 委员会副书记、公司董事。 ★ 市场数据 ★ 中国驻泰国大使馆7月4日发文称，在各方共同努力下，中国公民衷某已获救。中国驻泰使领馆再次提醒我同胞 警惕海外"高薪工作"陷阱，外国公民在泰工作须取得相应许可。近日，媒体报道"广州一模特被骗至缅甸非法 拘禁"，引发关注。据家属衷女士称，6月8日，弟弟接到杂志封面拍摄邀请，从广州飞往泰国，13日曾告知被 骗至缅甸，但未透露具体位置，随后失联。 中国信通院：5月国内市场手机 ...

| 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 国泰君安国际(01788) | 107.14 亿元 | +9152.26 万元 | | 阿里巴巴-W(09988) | 35.71 亿元 | -3.34 亿元 | | 中芯国际(00981) | 31.84 亿元 | +3.72 亿元 | | 小米集团-W(01810) | 30.87 亿元 | -3.70 亿元 | | 美团-W(03690) | 23.79 亿元 | -2.70 亿元 | | 建设银行(00939) | 21.20 亿元 | +1.68 亿元 | | 小鹏汽车-W(09868) | 21.08 亿元 | +9.19 亿元 | | 腾讯控股(00700) | 19.00 亿元 | -1.45 亿元 | | 康方生物(09926) | 16.74 亿元 | -9555.19 万元 | | 多点数智(02586) | 12.49 亿元 | +3015.96 万元 | 深港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 国泰君安国际(017 ...

7月4日港股市场，北水成交净买入66.83亿港元，其中港股通(沪)成交净买入30.04亿港元，港股通(深)成 交净买入36.79亿港元。 港股通(深)活跃成交股 小鹏汽车-W(09868)获净买入8.72亿港元。消息面上，小鹏汽车公布，其全新中型SUV小鹏G7售价19.58 万元人民币起，远低于23.58万元的预售价，开售9分钟大定突破10,000辆。里昂认为，此次G7推出，象 征着集团已完成其SUV车型G6、G7及G9的矩阵，预计可带动全系列每月销售1.3万至1.7万辆。 中芯国际(00981)获净买入7.68亿港元。消息面上，西门子、新思科技和楷登电子公司发布的声明称，美 国政府已于本周四取消对中国部分芯片设计软件的出口管制措施。摩根士丹利5月发布的研究显示，三 家公司去年共占据中国EDA软件市场约82%的份额。EDA工具是芯片制造商在智能手机、计算机、汽车 等广泛应用领域中进行半导体设计的核心软件。 北水净买入最多的个股是小鹏汽车-W(09868)、中芯国际(00981)、建设银行（601939）(00939)。北水净 卖出最多的个股是阿里巴巴-W(09988)、小米集团-W(01810)、腾讯(007 ...

曾为打发碎片休闲时间而生的小游戏，正爆发出越来越强的生命力。 从21世纪初功能机时代萌芽，到智能机普及后的快速发展和变革，手机游戏早已随着互联网的发展在我国拥有了广阔的市场规模。而随着行业的持续深 化，曾风光无限的app游戏开始面临流量红利见顶、同质化严重等挑战。 在此背景下，没有独立APP，依托于内容平台的小游戏，以即点即玩、不用下载、易上手等特点，吸引着越来越多用户的目光。这也为手机游戏赛道提供 了新增量。 据中国音数协游戏工委发布的《2024游戏产业报告》，2024年中国移动游戏市场，实际销售收入同比增长5.01%，作为其中的细分赛道，小程序游戏市场 收入则同比增长高达99.18%。巨量引擎的数据显示，小游戏的活跃用户规模在2024年上半年甚至超过了app游戏。 关于小游戏未来的市场规模，DataEye研究院曾结合多方面因素进行了预测：预计2025年小游戏市场规模或高达610亿。 ▲ 图/DataEye 坚实的群众基础和广阔的发展前景，吸引了大量中小游戏开发者，曾重度聚焦app游戏或PC游戏的大游戏厂商们也纷纷入局，一个繁荣的市场已经形成。 而另一方面，小游戏所能带来的流量、用户粘性和商业价值，也促使大 ...

Group 1: Core Insights - AI is reshaping the advertising industry at an unprecedented pace, acting as an engine for a new revolution in the field [1] - Goldman Sachs predicts that AI will disrupt a global advertising profit pool of approximately $470 billion in the coming years [1][2] - The transformation encompasses various aspects including ad placement, content creation, audience targeting, and creative production [1] Group 2: AI's Impact on Advertising Profit Pool - AI is expected to accelerate the shift of traditional advertising budgets towards more efficient and measurable digital channels, representing a $170 billion opportunity [2][3] - The penetration rate of digital advertising has increased from 40.8% in 2017 to an estimated 69% by 2024, with an annual increase of about 4 percentage points [2] - Generative AI is projected to save $114 billion in creative production costs by replacing expensive and time-consuming creative development processes [3] - Automation platforms are challenging the core value of traditional advertising agencies, with a potential impact of $161 billion on their annual revenue [3] - AI-driven platforms are reducing the need for third-party advertising technology intermediaries, potentially squeezing about $25 billion from their profit margins [3] Group 3: Leading AI Advertising Products - Google's Performance Max and Meta's Advantage+ are recognized as the most successful integrated AI advertising products, allowing advertisers to automate cross-channel ad decisions and optimizations [4][5] - The adoption rate of Performance Max among advertisers in the U.S. surged from 2% in Q4 2021 to 59% by Q4 2024, accounting for 46% of Google's total ad spending [5] - Meta's Advantage+ saw a similar growth, with adoption rising from 2% in Q1 2023 to 36% by Q4 2024 [5] Group 4: Chinese Players in AI Advertising - Chinese tech giants like ByteDance, Tencent, and Alibaba are heavily investing in AI to lead the next generation of advertising paradigms [6] - ByteDance is enhancing its advertising creative production process with its "Instant Creation AI" platform, significantly reducing the time required to generate video and graphic materials [7][8] - Tencent's "Miao Si" platform leverages its self-developed AI model to provide various creative generation tools, improving efficiency by hundreds of times compared to traditional methods [11][12] - Alibaba's "Wanshang Laboratory" offers generative AI products that allow merchants to create high-quality advertising materials quickly, improving production efficiency by five times [16][17] Group 5: Overall Industry Transformation - The integration of AI in advertising is leading to more efficient and precise ad placements, while also enhancing the creativity and reducing costs of ad content production [18] - The value distribution in the advertising industry is being reshaped, with platform-based companies that possess data and technological advantages capturing more profits [18] - Advertisers and consumers are expected to benefit from higher ROI and more personalized ad experiences, respectively [18]

腾讯7月4日回购价值5.003亿港元的股票。 ...

智通财经7月4日电，腾讯在7月4日以5.003亿港元回购了100万股股票。 ...

腾讯在众安在线的持股比例从8.09%降至7.99%。 ...

Group 1: Key Trends in AI Models - The article highlights various AI models such as Grok 4 by xAI, DeepSeek-R2 by DeepSeek, and GLM-4.1V-Thinking by Zhizhu, showcasing advancements in AI technology [2] - Notable models include Omni-Infer by Huawei, PEVA world model by LeCun team, and Pangu open-source model by Huawei, indicating a competitive landscape in AI model development [2] - Major companies like Google and Tencent are also developing models such as Gemma 3n and Hunyuan-A13B, respectively, reflecting the ongoing innovation in the AI sector [2] Group 2: AI Applications - The article lists various AI applications, including AI game engines by Google and NVIDIA, and Gemini for Education by Google, demonstrating the diverse use cases of AI technology [2][3] - Other applications mentioned are MAI-DxO by Microsoft and AI customization services by OpenAI, indicating a trend towards personalized AI solutions [3] - The introduction of AI-powered tools like GitHub Copilot Chat and document summarization upgrades by Tencent Yuanbao highlights the growing integration of AI in everyday tasks [3] Group 3: Industry Insights and Opinions - The article discusses the impact of AI on employment as noted by the World Economic Forum, suggesting significant changes in job markets due to AI advancements [3] - Perspectives on AI writing influence from The New Yorker and strategic paths from Amazon provide insights into how AI is reshaping industries [3] - The mention of AI economic experiments by Anthropic indicates a focus on understanding the economic implications of AI technologies [3] Group 4: Events and Developments - Key events include the poaching of Claude by Anysphere and new AI crawler regulations by Cloudflare, reflecting the competitive dynamics in the AI industry [4] - The establishment of a superintelligence lab by Meta signifies a push towards advanced AI research and development [4] - The article also notes the talent acquisition efforts by Meta targeting OpenAI, highlighting the ongoing race for top AI talent [4]

据腾讯微信公众号4日消息， 微信迎来了重大更新——优化聊天记录备份 。 优化后，用户可以将手机聊天记录备份至外部存储设备，如U盘、移动硬盘、电脑等，释放手机空间。 只需要选择可以直接连接手机的存储设备，插入手机充电口，即可通过以下路径发起备份： 【微信】->【我】->【设置】->【通用】->【聊天记录迁移与备份】，选择【备份与恢复】->【新增一 个备份】。 此次瘦身优化，主要有几个特点： 第二，聊天记录可以选择「自动备份」。如果距离上一次备份已超过24个小时，此时将手机连接到外部 存储设备，即可触发。 用户还可以设置手机电量不足20%时暂停备份，以节省电量。 第一，用户可以按需选择聊天记录范围、指定时间段，只留存那些特别的回忆。 来源：腾讯微信 关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 B 站：张某敏存在严重职务犯罪行为，已被逮捕 冠名常州队被拒？菜鸟回应 第三，备份的聊天记录采用加密存储，保证隐私不会泄漏。多人可使用同一个存储设备，聊天记录不会 出现串台或泄漏的情况。 即使备份有聊天记录的存储设备不慎丢失，他人也无法直接读取内容，仅本人的微信账号，在连接外部 设备后，才能恢复并读取相应的 ...