中国创新药获批数量进一步爆发。国家药监局最新统计显示，我国上半年批准创新药43个，中国创新药产业发展正在迎来DeepSeek一刻。 目前，全球巨头都在竞相开发下一代GLP-1类减重药，中国的候选创新药物成为跨国制药公司瞄准的目标。 6月2日，翰森制药与再生元（Regeneron）达成一项重磅许可协议，翰森将其在研的GLP-1/GIP双受体激动剂HS-20094的大中华区以外全球独占许可权利授 予再生元。 3月24日，联邦制药宣布将GLP-1/GIP/GCG三重受体激动剂UBT251的大中华区外全球权益授权给诺和诺德，交易规模高达20亿美元。 1月10日，先为达生物宣布与Verdiva Bio达成在除大中华区及韩国以外的全球开发和商业化许可与合作协议，合作的管线包括口服伊诺格鲁肽、口服胰淀素 受体激动剂、皮下注射胰淀素受体激动剂。根据协议，先为达生物将获得近7000万美元的首付款，最高达24亿美元的潜在开发、注册和商业化里程碑付款， 以及产品商业化后的分层销售额提成。 今年上半年，中国创新药对外授权步伐加速，迎来了生物医药的DeepSeek一刻。据安永的数据显示，上半年，中国公司与美国和欧洲合作伙伴之间达成的 ...

Core Viewpoint - The recent volatility in gold prices has raised concerns among investors, with predictions indicating a potential drop to 600 yuan per gram by 2025 [1][2]. Group 1: Price Movements and Predictions - The spot gold price in Shanghai has fallen from 834.6 yuan per gram in April to 765 yuan per gram, with brand gold jewelry prices dropping below 900 yuan per gram [1]. - On July 8, spot gold experienced a significant drop of 1.02%, reaching a low of 3298.7 USD per ounce (approximately 780 yuan per gram), marking a 6% decline from the April peak of 3509 USD [2]. - Analysts predict that if gold prices fall below 3300 USD, it could trigger automatic stop-loss orders worth 20 billion USD, leading to panic selling [2]. Group 2: Influencing Factors - The probability of a Federal Reserve rate cut in September decreased from 78% to 63%, reducing the market's demand for gold as a safe haven [2]. - Internal divisions within the Federal Reserve regarding monetary policy are increasing, with "dovish" members advocating for rate cuts to combat inflation, while "hawkish" members warn of potential inflation from tariff policies [3]. - Geopolitical events, such as the Middle East drone attacks and rumors of a ceasefire in Ukraine, have shown to significantly impact gold prices, with the latter causing an 8% flash crash [5]. Group 3: Market Sentiment and Demand - The demand for gold jewelry is being affected by Trump's tariff policies, which are raising inflation but simultaneously suppressing consumer spending [5]. - In the domestic market, while the People's Bank of China is expected to increase gold reserves by 219 tons in 2024, the pace of accumulation is anticipated to slow down in 2025 due to high prices [5]. - Current gold jewelry prices include over 30% in brand premiums and processing fees, indicating that even if the base gold price drops to 600 yuan per gram, jewelry prices may not fall below 800 yuan per gram [6]. Group 4: Investment Strategies and Market Outlook - Goldman Sachs has revised its gold price forecast for the end of 2025 from 3100 USD to 3000 USD, while UBS recommends gradual accumulation at 3250 USD (approximately 730 yuan per gram) [6]. - Zijin Mining is increasing overseas gold mine acquisitions, suggesting that a price range of 700-750 yuan per gram is currently seen as a bottom [6]. - Investors who purchased gold at higher prices are facing difficult decisions, while those who entered the market at lower prices are relatively calm [6].

7月11日，记者从腾讯获悉，既全面接入DeepSeek等大模型之后，企业微信最新发布的4.1.36、4.1.38版 本持续更新，AI能力再迎升级，智能机器人、智能表格的AI能力不断增强。其中包括，智能机器人可 更好地与企业知识库、业务系统打通，并被拉入工作群中，随时解答工作问题，成为员工、团队的"AI 助理"；企业微信智能表格作为唯一可以连接微信的表格，可一键导入微信客户，更可用AI生成内容、 理解图片、AI分类、AI客户跟进总结，在视频文案生成、工厂和门店巡检自动识别、给客户打标签、 分析客户意向等场景提升效率。 大模型作为基座，便捷连通企业内部资料、业务系统，企业微信让AI能力真正落地并服务于企业协作 场景中，让每一家企业拥有"企业版DeepSeek"。 打造企业专属"AI百事通" 过去，公司会给员工各种文档，例如业务SOP、产品介绍，或是客户案例、公司制度等。实际上，员工 一旦真的碰到了问题，还是会直接找个人问，而不是翻阅海量文档。为此，企业微信推出的"智能机器 人"，其中能力之一，是企业可以把业务SOP、规章制度、产品介绍、客户案例这些重要信息都添加给 智能机器人，让智能机器人来回答员工的各种问题。 ...

21世纪经济报道记者周慧 北京报道 7月7日，寸土寸金的北京海淀面向全球AI创业者发布召集令，符合条件的企业可阶段性减免租金入驻"中关村AI北纬社区"。 在海淀，高调向全球发出召集令的AI社区长什么样？ 7月8日，在"中关村AI北纬社区"发布面向全球AI创业者召集令的第二天，21世纪经济报道记者从北京海淀南部的西四环乘车到海淀北部近六环的"中关村AI 北纬社区"，全程约20公里。 在新一轮以人工智能（AI）为主导的产业革命中，万亿GDP的海淀拿出了前所未有的诚意和姿态，希望能吸引更多的年轻人和中小科技企业。 2025年春节后，杭州"六小龙"声名鹊起，在DeepSeek掀起的创新热潮下，以科技创新出发地、原始创新策源地和自主创新主阵地为定位的北京海淀，也在发 力培育和留下新领域新赛道小而美、小而精的科技先锋企业，试图在互联网产业机遇之后，再抓住AI产业的机遇。 "海淀不存在产业发展空间不足的问题，中关村科学城北区还有大面积的产业发展空间。"一位官方人士告诉21世纪经济报道记者，回应了外界对于海淀因 为"太挤和太贵"导致中小科技企业外迁的问题。 "科技向北"发展，似乎能解决海淀当下发展的很多问题，也寄托了海淀打造 ...

随后更是有报道称Manus将与阿里通义千问团队达成战略合作。对此，阿里通义方面回应称："Manus和通义千问 确实在进行开源模型方面的合作，我们期待与更多全球AI创新者开展合作。" 但热度之后，是来自市场的质疑，没有自研底层大模型的产品，让Manus深陷"套壳"争议，网络上对这款产品的评 价也开始两极分化。 Monica创始人肖弘曾在接受媒体人采访时表示，因为Agent需要很多复合能力，目前相关产品团队并不多，Monica 能够做出来是比较幸运的，当前Agent还处于早期阶段，大模型的能力还在持续向上发展。 【大河财立方消息】曾经一夜爆火的Manus，再次引发关注。 7月11日，大河财立方记者发现，通用AI智能体公司Manus官网首页已显示为"Manus在你所在的地区不可用"。与 此同时，Manus多个社交平台的账号也已清空内容。 值得注意的是，近日有消息称，Manus近期正在大规模裁员。据智通财经7月8日报道，Manus方面对此回应 称："基于公司自身经营效率考量，我们决定对部分业务团队进行调整。公司将继续专注核心业务发展，提升整体 运营效率。"而今年6月，Manus产品负责人张涛也曾公开表示，公司已把总部 ...

当前，中国正加速成为全球医药创新的重要策源地。 经过十余年的发展，中国创新药发展已进入关键突破期，当前正加速成为全球医药创新的重要策源地。 那么，中国创新药如何参与全球合作和竞争，如何让金融"活水"精准地灌溉创新土壤？在近期召开的陆 家嘴金融沙龙上，多位产业界、投资界、学术界专家以"资本驱动生物医药产业跃升"为主题，聚焦生物 医药产业发展趋势与投资机遇，共同探讨了上市问题，并深度分析了生物医药产业发展趋势与投资机 遇。 汉康资本创始人、首席执行官苑全红认为，中国创新药的DeepSeek时刻已经到来。当资本、政策与创 新形成共振，中国生物医药产业正迎来从"创新输入"到"创新输出"的质变。未来十年，随着更多突破性 药物上市、国际化合作深化，中国有望重塑全球医药创新格局，让更多"中国智造"惠及全人类。 中国正加速成为全球医药创新的重要策源地 从基因编辑到AI制药，从细胞治疗到合成生物学，技术的每一次突破都在重塑着行业格局，而资本正 是这场变革中不可或缺的"加速器"。 回顾中国生物医药行业的起步与发展历程，和誉医药创始人、首席执行官徐耀昌称，2003年～2007年， CRO企业因承接欧美订单而迎来爆发期；2007年～ ...

截至2025年7月10日午间收盘，航空航天ETF天弘(159241)回调蓄势，换手8.13%，半日成交3002.55万元。 航空航天ETF天弘（159241）紧密跟踪国证航天航空行业指数，高度聚焦战机和卫星产业链等航空航天核心发展方向，样本公司与低空经济、大飞机、卫星 互联网等热门主题高度契合，成分股深度参与商业航天等新兴领域，受益于政策与市场的双重推动。 亮点一："含军工量"第一 跟踪指数96.24%的成分股属于申万一级国防军工行业，"含军量"远超军工龙头（90.91%）、中证国防（88.95%）、中证军工（80.10%）等军工宽基指数。 亮点二："无人机含量"第一 跟踪指数成分股中，航天彩虹、中无人机、洪都航空、北方导航、华力创通等均深度参与无人机，是全市场无人机含量最高的指数。 截至7月9日，航空航天ETF天弘(159241)最新规模达3.74亿元，创成立以来新高。航空航天ETF天弘(159241)最新份额达3.38亿份，创近1月新高。 从资金净流入方面来看，航空航天ETF天弘(159241)最新单日净流入4213万元，居同类产品第一！该基金近10天获得连续资金净流入，合计"吸金"2.01亿 元。 全球 ...

Core Insights - The Chinese military trade is entering a "DeepSeek" moment, driven by a global increase in military spending and a shift towards systematic exports [1] - Chinese military equipment has gained international recognition for its cost-effectiveness, moving beyond the "low-end cheap" label [1] - The military trade strategy is now integrated into the "Belt and Road" initiative, linking defense exports with infrastructure and energy cooperation [1] Industry Overview - The military ETF (512660) has seen over 600 million yuan in net inflows in the past five days, indicating strong investor interest [1] - The ETF tracks the CSI Military Industry Index, which includes representative listed companies in aerospace, aviation, shipbuilding, weaponry, and military electronics [2] - The index reflects the overall performance of the military industry and has a high concentration in defense-related sectors [2]

当前，来自江南大学食品学院的研发团队已经完成了食品学科全谱系高质量语料库构建、食品专业学科 大模型基座构建和多个专用智能体应用的研发工作，让"FoodSeek"大模型具备了专注于解决食品学科的 信息抽取、推理、精准解析、智能问答等多维度功能需求的专业能力。在校内，"FoodSeek"已经开始对 同学们进行课程辅导、实时陪伴。食品专业的同学们可以通过人工智能进行知识检测和数据分析、筛 选，并通过虚拟实验室完成实验设计参数调优等工作。 "在不久的将来，'FoodSeek'将开放相应的网页和手机客户端。老百姓可以通过文字提问、文字上传等 方式，了解关于健康饮食、食品存储方法、食品安全生产规范、一日三餐摄入量标准等问题。"孙秀兰 透露。她向记者介绍了未来可能出现的场景——在吃饭时拍照上传后，"FoodSeek"可迅速生成卡路里摄 入量和饮食建议，并根据智能穿戴设备和手动输入的人体数据给出更多饮食建议。 未来，研究团队将通过预训练及微调等方式进一步提升这款大模型的机制关联分析、多模态解析及智能 决策能力，构建多级模型体系和场景化生态，探索食品配方设计、食品健康助手、食品安全决策辅助等 面向全行业需求的应用型智能体和全套 ...

Group 1 - Huawei's Pangu team announced the open-source release of the Pangu 7B dense and 72B mixture of experts models, but faced allegations of plagiarism from Alibaba's Tongyi Qwen-2.5 14B model, with a high similarity score of 0.927 in attention parameter distribution [2][3] - Huawei's Noah's Ark Lab responded that the Pangu Pro MoE model was developed and trained on its Ascend hardware platform and not based on other vendors' models [2] - An article published on GitHub by a self-identified member of Huawei's Pangu team claimed that the team fabricated technological breakthroughs and used competitor models for training [3] Group 2 - Tencent responded to user complaints about the new "AI search" feature in WeChat, clarifying that it integrates public information without using user privacy data [4][5] - Baidu announced its largest search business overhaul in a decade, allowing for over 1,000 characters in search queries and integrating AI writing and image generation capabilities [6] Group 3 - The 2025 Global Digital Economy Conference revealed a list of the top 100 talents in the AI field, with a significant representation of Chinese individuals [7] - DeepSeek is reportedly ramping up overseas recruitment, aiming to attract talent for positions focused on artificial general intelligence (AGI) [9] Group 4 - ByteDance has produced over 1,000 robots in two and a half years, with a long-term goal of achieving embodied intelligence [10] - Zhipu AI released and open-sourced the GLM-4.1V-Thinking series, a multimodal model with 9 billion parameters, demonstrating superior performance in various benchmark tests [10] Group 5 - Yonyou Network Technology submitted an H-share listing application to the Hong Kong Stock Exchange, marking a significant step in its internationalization strategy [14] - Wisdom Eye was included in KPMG's inaugural "China Health Technology Top 50" list for its innovative applications in healthcare AI [14] Group 6 - Baidu officially open-sourced the Wenxin large model 4.5 series, which includes various models with different parameter configurations [15] - DingTalk launched over 100 free templates for the e-commerce industry, integrating AI functionalities for various business needs [16] Group 7 - Siemens and other EDA companies confirmed the lifting of U.S. export restrictions on chip design software to China, allowing for renewed access to their technologies [17][18] - Trump announced new tariffs set to take effect on August 1, with rates potentially reaching up to 70% [19] Group 8 - Microsoft is set to lay off nearly 9,000 employees as part of a restructuring plan aimed at optimizing processes and reducing management layers [20] - Elon Musk's xAI company completed a $10 billion funding round to further develop its AI solutions and data centers [20] Group 9 - Google announced the global availability of its latest AI video generation model, Veo3, which significantly enhances video production capabilities [21] - CoreWeave became the first AI cloud service provider to deploy NVIDIA's GB300 NVL72 system, boasting high AI performance [22] Group 10 - Cursor apologized for a pricing communication issue regarding its Pro Plan and offered refunds to affected users [23] - Cursor's developer Anysphere hired two former executives from Anthropic to strengthen its leadership team [25] Group 11 - Microsoft is incorporating AI usage into employee performance evaluations, reflecting its commitment to integrating AI tools into daily operations [26] - Apple is considering using AI technologies from Anthropic or OpenAI for its Siri assistant, indicating a potential shift in its AI strategy [27] Group 12 - Meta established a new department called the "Meta Superintelligence Lab," recruiting several prominent figures from the AI industry [28] - Multiple European companies urged the EU to pause the implementation of the upcoming AI Act, citing concerns over its impact on innovation [29] Group 13 - Figma submitted its IPO application, aiming to list on the NYSE, following a previous failed acquisition attempt by Adobe [31] - Remark completed a $16 million Series A funding round to expand its online retail guidance services [32] Group 14 - Zhiyu Technology went public in Hong Kong, raising approximately 320 million HKD for research and international market expansion [37] - Domestic GPU company Sunrise raised nearly 1 billion RMB in funding to support its high-performance GPU development [38]