Group 1 - The Nasdaq China Golden Dragon Index outperformed the three major US stock indices [1] - As of August 7, the Nasdaq China Golden Dragon Index rose by 0.95%, with notable gains from companies such as Hesai (+5.74%), ZTO Express (+3.91%), and Li Auto (+1.8%) [2] - The Magnificent 7 index of major US tech stocks increased by 0.56%, reaching a record closing high of 186.41 points [2] Group 2 - The US job market continues to weaken, with initial jobless claims rising to 226,000, exceeding expectations [6] - The US Labor Department reported a significant increase in continuing claims for unemployment benefits, reaching 1.97 million, the highest level since November 2021 [7] - The July employment report showed only 73,000 new jobs added, with downward revisions of 258,000 jobs for May and June combined [7] Group 3 - SoftBank's "Stargate" project is experiencing delays, with the company collaborating with Oracle and others to establish a data center [5] - The "Stargate" project, initially announced with a $500 billion investment for AI infrastructure, is facing skepticism regarding its funding capabilities [5]

Group 1 - The top three stocks with net inflow of southbound funds are Yingfu Fund (02800) with 6.292 billion, Hang Seng China Enterprises (02828) with 1.618 billion, and Southern Hang Seng Technology (03033) with 0.956 billion [1] - The top three stocks with net outflow of southbound funds are China Mobile (00941) with -0.289 billion, Jitu Express-W (01519) with -0.185 billion, and Horizon Robotics-W (09660) with -0.152 billion [1] - In terms of net inflow ratio, Anjii Food (02648), Pacific Shipping (02343), and Yuehai Investment (00270) lead the market with 55.07%, 54.09%, and 53.58% respectively [1] Group 2 - The top ten stocks with the highest net inflow include Yingfu Fund (02800) at 6.292 billion, Hang Seng China Enterprises (02828) at 1.618 billion, and Southern Hang Seng Technology (03033) at 0.956 billion [2] - The top ten stocks with the highest net outflow include China Mobile (00941) at -0.289 billion, Jitu Express-W (01519) at -0.185 billion, and Horizon Robotics-W (09660) at -0.152 billion [2] - The top three stocks with the highest net inflow ratio are Anjii Food (02648) at 55.07%, Pacific Shipping (02343) at 54.09%, and Yuehai Investment (00270) at 53.58% [3]

NO.2 特斯拉正训练升级版全自动驾驶模型 日前，特斯拉CEO埃隆·马斯克在社交媒体上表示，该公司正在训练新版全自动驾驶（Full Self- Driving，FSD）模型，其视频处理能力和模型规模将实现重大升级。据马斯克介绍，特斯拉正在训练参 数规模扩大约10倍的新FSD模型，视频压缩损耗大幅改善。若测试顺利，预计下月底可向公众发布。 点评：特斯拉FSD技术升级凸显其在自动驾驶领域的持续领先优势，参数规模扩大10倍将显著提升市场 对其技术壁垒的认知。视频处理能力的突破可能加速自动驾驶商业化进程，为特斯拉创造新的盈利增长 点。对新能源整车板块而言，智能化竞赛或将进入新阶段，具备数据积累和算法优势的企业有望获得更 高估值溢价。 每经记者｜裴健如 每经编辑｜余婷婷 丨2025年8月8日 星期五 丨 NO.1 别克品牌正式发布"真龙"增程系统 8月7日，上汽通用汽车别克正式发布"真龙"增程系统。该系统诞生于逍遥架构，将搭载于即将上市的别 克至境L7上，拥有302km纯电续航、1400km+的综合续航、5.9s零百加速及0.5L百公里综合油耗等诸多 亮点。 点评：别克发布"真龙"增程系统标志着传统车企在新能源领域的技 ...

Group 1 - The U.S. stock market showed mixed results with the Dow Jones down by 0.51%, while the Nasdaq rose by 0.35% [3] - Major technology stocks had varied performances, with AMD increasing over 5% and Apple rising over 3%, while Meta and Intel saw declines [3] - The Nasdaq Golden Dragon China Index increased by 0.95%, with most popular Chinese concept stocks rising, including Miniso and XPeng [3] Group 2 - WTI crude oil futures fell by 0.73% to $63.88 per barrel, while Brent crude oil futures decreased by 0.69% to $66.43 per barrel [4] - COMEX gold futures rose by 1.44% to $3482.7 per ounce, and silver futures increased by 1.66% to $38.53 per ounce [5] Group 3 - China's foreign exchange reserves stood at $329.22 billion at the end of July, a decrease of $25.2 billion from the end of June, representing a decline of 0.76% [9] - The People's Bank of China reported a gold reserve of 73.96 million ounces at the end of July, marking a month-on-month increase of 60,000 ounces, continuing a nine-month streak of increases [8] Group 4 - The Ministry of Finance announced that from August 8, interest income from newly issued government bonds, local government bonds, and financial bonds will be subject to VAT [4] - The State Council issued interim measures for natural disaster investigation and assessment to enhance disaster prevention and relief capabilities [8] Group 5 - The Chinese government is expected to maintain macroeconomic policies to stabilize employment, businesses, and market expectations, aiming for a stable economic performance in the second half of the year [7] - The International Monetary Fund raised its forecast for China's economic growth in 2025 to 4.8%, an increase of 0.8 percentage points from its previous estimate [7] Group 6 - The signing of a strategic cooperation agreement between Chery Automobile and Huawei aims to enhance technological advantages in the smart vehicle sector, with over 10 billion yuan allocated for research and development [27] - The launch of the world's first fully autonomous service robot pop-up store by Galaxy General demonstrates innovation in the retail sector, with plans for expansion across multiple cities [26]

每经AI快讯，8月8日，纳斯达克中国金龙指数收涨0.95%，热门中概股多数上涨，名创优品涨超3%，小 鹏汽车、理想汽车、京东涨超1%，哔哩哔哩跌超1%。 （文章来源：每日经济新闻） ...

Company Overview - Klépierre is the European leader in shopping malls, focusing exclusively on continental Europe [3] - The company's portfolio is valued at €20.6 billion as of June 30, 2025, comprising large shopping centers in over 10 countries [3] - Klépierre hosts more than 700 million visitors annually [3] - The company is a French REIT (SIIC) listed on Euronext Paris and included in the CAC Next 20 and EPRA Euro Zone Indexes [3] Voting Rights Information - As of July 31, 2025, Klépierre has a total of 286,861,172 shares [2] - The number of theoretical voting rights is 286,861,172, while the number of exercisable voting rights is 286,357,017 [2][4][5] - Klépierre owns 504,155 of its own shares, which are deprived of voting rights [4]

Domestic News - Xiaopeng Motors shifts its design philosophy to prioritize aesthetics, committing an annual investment of 2 billion yuan to enhance vehicle design [6] - NIO has launched 11 battery swap stations along the G318 Sichuan-Tibet line, with plans to establish a total of 15 stations [7] - Leap Motor has deepened its battery collaboration with CATL, supplying self-developed battery packs to over five new energy commercial vehicle clients [8] - Li Auto has opened 67 new supercharging stations across various provinces in China during the last week of July 2025 [9] - WeRide has increased its registered capital from 3 billion to 3.5 billion yuan, marking a 17% growth [10] - Huawei has published a patent for a vehicle platooning method aimed at enhancing the safety of intelligent driving [11] - Cao Cao Mobility is exploring the tokenization of real-world assets and stablecoin payments in collaboration with a licensed financial institution [12] - FAW Hongqi plans to launch its first flying car product by 2029, with a goal for commercial passenger flight by 2035 [13][14] International News - The UK automotive market saw a 5% year-on-year decline in new car registrations in July, although plug-in hybrid and electric vehicle registrations increased by 33% and 9.1%, respectively [14] - General Motors and Hyundai are collaborating to develop five new models targeting the Central and South American markets, with an expected annual sales of over 800,000 units [15] - Faurecia and EVE Energy have achieved the global mass production of a 12V lithium battery management system, set to launch in European luxury passenger vehicles [16] - BMW is set to globally debut its new generation model, the BMW iX3, at the 2025 Munich Auto Show [18] Commercial Vehicles - GAC's self-developed heavy-duty truck battery has successfully passed the stringent new national standard certification for electric vehicle batteries [19] - Remote's "Alcohol-Hydrogen + Electric" series solutions for new energy heavy-duty trucks were unveiled, promoting full-scenario applications in the industry [20] - Xiamen Golden Dragon's overseas bus sales reached nearly 6,000 units in the first half of 2025, marking a 60% increase year-on-year [21] - Suzhou Golden Dragon has delivered its L4 level autonomous driving bus for testing in Hangzhou, showcasing advancements in intelligent transportation [22]

7月29日，理想汽车用一场接近2个小时的发布会，上市了理想i8这款承载着破局纯电动领域使命的重磅 车型，新车推出Pro、Max和Ultra共3款车型，价格为32.18万—36.98万元。一周之后，理想i8的价格体 系被理想汽车亲手打破，原因只有两个字——听劝。 8月5日，理想汽车官方宣布，理想i8统一配置版本和价格，以理想i8 Max作为标准配置，并将售价从 34.98万元调整为33.98万元，同时额外赠送价值10000元的铂金音响，并提供价格10000元的后舱娱乐屏 套装作为选装。 这意味着，此前花费36.98万元选择Ultra版本的用户，如今只需要34.98万元就能拿到原配置；此前选择 Max版本的用户，直降1万元现金还免费送铂金音响，且提供后舱选装"彩电"功能。此前选择Pro版本的 用户，理想汽车还将提供退订或升级服务。 理想汽车董事长兼CEO李想表示，理想i8此次统一配置是对齐理想ONE的价值定义，听大家劝。"此前 推出的Pro、Max和Ultra三款车型，用户选起来比较复杂，而且一些用户很喜欢的配置如冰箱和后排屏 不能选装；另一方面，有些消费者还在观望，希望我们能推出更好的配置，所以我们就做了调整。 ...

Core Viewpoint - The company is facing organized negative attacks against its vehicle owners, which are perceived as misleading and damaging to the brand's reputation [1][5][8]. Group 1: Negative Information and Response - Multiple vehicle owners reported a surge of misleading negative comments about the company on various online platforms, leading to a sense of insecurity among them [1][5]. - The company's legal department is collecting evidence and intends to pursue all legal avenues, including complaints to platforms, civil lawsuits, and criminal reports, to protect the rights of its users and the company [2][5]. - A significant amount of negative content was identified, with 45 similar videos posted on one platform within a short time frame, indicating a coordinated effort to discredit the company [5][6]. Group 2: Nature of the Attacks - The negative comments include accusations of improper parking and other uncivil behaviors, which the vehicle owners believe are part of an organized smear campaign [5][8]. - Reports indicate that individuals are being paid to collect and disseminate negative information about the company's vehicle owners, with specific rates for photos and comments [8]. Group 3: Industry Reactions - A senior executive from a competing company expressed disapproval of the indiscriminate negative labeling of the company's vehicle owners, advocating for a more respectful discourse within the industry [9][11].

【导读】车主反馈被抹黑担心安全，理想汽车法务部称采取法律措施 中国基金报记者 邱德坤 理想汽车法务部表示，公司正在固定相关证据，将坚决通过平台投诉、发起民事诉讼、刑事报案等一切法律途径，追究其法律责任，维护 广大用户和公司的合法权益。 " 我们现在出门都感觉提心吊胆的，你们现在有什么措施吗？ "8 月 7 日，理想汽车法务部发布微博称，公司近日收到多位车主举报，反 映在各网络平台集中出现大量针对理想汽车车主负面评价的误导性信息。 上述理想汽车车主称： " 我的车无缘无故被扔垃圾！现在网上铺天盖地的骂理想（汽车）！很多车主都受牵连。 " 来源：理想汽车 | | | | 있 | 发布时间 | - GMT | | 图片 二 | | --- | --- | --- | --- | --- | --- | --- | --- | | 17:11 | | .Ill 5G L | 以剧具文注意,是想车主,没有原外,一律恐 | 2025-08-03 00:05 | https://www. | tian.com/1753401 | | | | | | 以明真没注意,猛想年主,没有意外,一律乱 | 2025-08-03 00: ...