Group 1 - The "Liaoning Venture Capital Home" series of activities aims to enhance capital operation awareness and improve venture investment service systems in local cities, injecting financial vitality into regional technological innovation and industrial upgrading [1][2] - The event attracted over 120 excellent GP and LP partnerships, leading to more than 80 billion yuan of social capital investment in Liaoning's real economy [2] - The "Chuangtou Liaoning" equity investment and financing service platform was introduced to facilitate efficient connections between investors and enterprises [2][4] Group 2 - Local government officials emphasized the importance of venture capital as a dynamic factor in the financial system, aiming to optimize the business environment and promote high-quality development of the venture capital industry [3] - The Liaoning Provincial Financial Management Bureau is focused on improving the financial ecosystem and has implemented measures to support private economic development [4][5] - The series of activities will continue until mid-November, covering 14 cities in Liaoning, with the goal of enhancing investment matching and promoting quality projects through nationwide financing demand releases [6][7]

注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 考，不构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险 等级相匹配的产品。基金有风险，投资需谨慎。 没有股票账户的投资者可关注国泰中证科创创业50ETF发起联接C（013307），国泰中证科创创业 50ETF发起联接A（013306）。 华西证券指出，科技板块作为长期政策主线之一，产业叙事持续强化，有望承接从"反内卷"和基建 板块流出的资金。AI产业竞争加剧，Grok4发布、GPT-5即将推出，H20芯片解禁将推动国内企业加大研 发；AI Agent提升用户黏性，或成企业必争之地。半导体板块存在补涨空间，科创50指数仍处于2月低 位，国产GPU企业IPO及政府采购预期或带动行情。机器人概念关注度提升，通胀预期对科技逻辑无直 接影响，产业进展仍是核心驱动。当前TMT拥挤度偏低，科技细分领域或受益于超预期利好推动行 情。 每日经济新闻 科创创业ETF（588360）跟踪的是科创创业50指数（931643 ...

格隆汇7月30日｜A股主要指数涨跌不一，截至午盘，沪指涨0.52%报3628.53点，深成指跌0.06%，创业 板指跌0.71%，北证50指数跌0.54%。沪深京三市成交额11022亿元，较上日缩量436亿元，两市超2000 只个股上涨。 另外，电池板块跌幅居前，信宇人、正业科技跌超5%；多元金融概念走低，南华期货(603093)跌近 7%，中油资本(000617)跌近6%；稀土永磁概念股普跌，盛和资源(600392)、华宏科技(002645)跌超6%。 (格隆汇) (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 盘面上，影视院线板块全线上涨，幸福蓝海(300528)走出5天4板，金逸影视(002905)、慈文传媒(002343) 涨停，暑期档电影票房突破55亿，《南京照相馆》票房破6亿；隔夜国际油价涨超3%，带动油气股上 涨，科力股份、通源石油(300164)涨超5%；创 ...

Group 1 - The "Liaoning Venture Capital Home" series of activities aims to enhance capital operation awareness in local cities and improve the venture capital service system, injecting financial vitality into regional technological innovation and industrial upgrading [1] - The event was supported by various financial institutions and government departments, with over 120 excellent GP and LP partnerships established, leading to more than 80 billion social capital invested in Liaoning's real economy [1] - The training included detailed presentations on the functions of the provincial government guidance fund, private equity financing, and the "Chuangtou Liaoning" equity investment and financing service platform [1][2] Group 2 - The meeting featured presentations from nine enterprises in Fuxin and over ten enterprises in Chaoyang, discussing their basic situations, operational conditions, and financing needs [2] - The Liaoning Provincial Local Financial Management Bureau introduced measures to promote financing for technology enterprises and venture capital development, including optimizing the financial ecosystem and creating the "Chuangtou Liaoning" brand [3] - The bureau emphasized the importance of addressing information asymmetry in investment and financing, encouraging collaboration between local government departments, technology enterprises, and financial institutions [3] Group 3 - The series of activities will continue until mid-November, covering 14 cities in Liaoning Province and the Shenyang-Fushun Demonstration Zone, with each city's event lasting one day [4] - The Deputy Director of the Liaoning Provincial Local Financial Management Bureau visited a key listed company in Chaoyang to encourage its preparation for going public and provide targeted suggestions [4]

由于市场对贸易局势的担忧升温，以及交易员在美联储利率决议前保持谨慎，三大指数集体收跌。截至 收盘，道琼斯指数跌0.46%，报44,632.99点；标普500指数跌0.30%，报6,370.86 点；纳斯达克指数跌 0.38%，报21,098.29点。 热门中概股普跌，纳斯达克中国金龙指数跌1.35%，阿里巴巴跌2.28%，京东跌3.01%，拼多多跌 1.15%，蔚来汽车跌2.48%，小鹏汽车跌2.85%，理想汽车跌6.20%，哔哩哔哩跌1.73%，百度跌2.91%， 网易跌0.27%，腾讯音乐涨0.69%，小马智行跌8.52%。 机构观点： 中信证券：育儿补贴方案公布，母婴连锁受益明确 中信证券指出，育儿补贴方案公布，基础标准为每孩每年3600元，资金来自中央财政，此外地方可根据 财力适当提标。国家卫健委预计育儿补贴每年惠及2000多万个婴幼儿家庭，有助于提振生育意愿。我们 预计母婴连锁板块会直接受益于生育率回升，同店销售数据持续回暖之下业绩弹性值得关注。 凤凰网财经讯 7月30日，三大指数集体低开，沪指低开0.04%，深成指低开0.23%，创业板指低开 0.45%，乳业奶粉、减肥药、超级水电等板块指数跌幅居 ...

海南日报全媒体记者 张茂 实习生 柳一诺 图/文 7月29日，位于海口复兴城园区的中国海口留学人员创业园内，企业人员在讨论工作。据了解，该创业园 于2022年3月挂牌运营，采用"政府引导，市场运作"模式运营，被评为"国家海外人才离岸创新创业基 地"和"国家级科技企业孵化器"。截至目前，创业园已吸纳留学回国人员200余人，带动就业600余人，正助力 海南自贸港汇聚国际化人才。 ...

美联社 7 月 27 日文章，原题：逆向移民：搬迁到肯尼亚的非裔美国人 肯尼斯·哈里斯在美国亚特兰大的大 部分时光，都在渴望一种生活——去一个不会因他的深色皮肤而遭到怀疑、因流淌着共同血脉而被认同 的地方。两年前，他抓住了机会，买了一张飞往肯尼亚的单程机票。 除了肯尼亚，还有很多非洲国家同样吸引了大批非裔美国人。加纳2019年启动"回归年"计划，吸引黑人 群体回流。去年，加纳为524人授予公民身份，其中大多数是非裔美国人。 专家表示，非洲经济或将从这一移居现象中获益，尤其是那些愿意打击腐败并改善投资环境的地区。联 合国人居署公共政策专家拉斐尔·奥博尼奥表示，美国正在失去人才和资源，同时也在动摇"美国是梦想 与机遇之地"的传统叙事。"这种逆向移民正在削弱这一叙事，美国面临'人才外流'等风险。"（作者伊夫 琳·穆桑比等，魏思均译） 美国自媒体博主奥斯顿·霍尔曼旅居多个国家近十年，9个月前他决定定居肯尼亚。他说这里的人"看起 来和我一样"。霍尔曼常在视频中记录日常生活，他认为美国的社会结构已经"破裂"。而在肯尼亚，他 感受到了社会的包容。 这位38岁的退伍军人，如今在肯尼亚的首都内罗毕安家落户，并经营着一家民宿。他 ...

Group 1: Event Overview - The World Artificial Intelligence Conference (WAIC) 2025 is expected to attract 350,000 attendees, with significant interest in AI technologies, particularly humanoid robots [1] - Over 150 humanoid robots were showcased, dominating the event and attracting large crowds [1][3] - Companies from various sectors, including robotics, AI models, and industrial applications, are eager to participate in the growing field of embodied intelligence [1][3] Group 2: Market Dynamics - Startups in embodied intelligence are facing challenges in commercialization, with a need to demonstrate tangible value to justify high valuations [3][6] - The current high valuations in the embodied intelligence sector are seen as a bubble that needs to be addressed through actual business implementations [6][12] - Companies are exploring various commercial applications, such as logistics, entertainment, and service industries, to support their business models [7][10] Group 3: Technological Developments - Different approaches to embodied intelligence are emerging, including hardware-first, model-first, and integrated hardware-software strategies [7][11] - Companies like Yushutech are focusing on showcasing their hardware capabilities through live demonstrations, while others are developing advanced algorithms to enhance robot functionality [8][10] - The integration of AI models with hardware is crucial, as many companies are finding it necessary to develop their own hardware to ensure compatibility and performance [10][11] Group 4: AI Chip Market - Domestic AI chip companies are leveraging the demand for model inference to catch up with industry leaders like NVIDIA, focusing on cost-effective solutions [20][21] - The shift in demand from training to inference presents opportunities for domestic chip manufacturers to innovate and capture market share [20][22] - Collaborations between AI model developers and chip manufacturers are being formed to enhance compatibility and efficiency in the AI ecosystem [22][25]

Market Performance - The Shanghai Composite Index increased by 0.33%, while the Shenzhen Component Index rose by 0.64% [1] - Over 2,200 stocks in the two markets experienced gains [1] Industry Performance - The top-performing sectors included Communication (3.29%), Steel (2.59%), and Pharmaceutical & Biological (2.06%) [2] - The sectors with the largest declines were Agriculture, Forestry, Animal Husbandry, and Fishery, Banking, Beauty and Personal Care, Light Industry Manufacturing, and Environmental Protection [2] Key Factors - The Communication sector saw strong performance due to overseas companies reaching historical highs and the potential benefits for domestic computing power supply chains [3] - The Steel sector benefited from "anti-involution" policies that optimized supply-demand dynamics, alongside increased demand from infrastructure and manufacturing [3] - The Pharmaceutical & Biological sector was boosted by agreements with foreign companies for exclusive rights and licenses, creating potential value [3] - The Agriculture, Forestry, Animal Husbandry, and Fishery sector faced challenges from declining pig prices and rising feed costs [3] - The Banking sector was pressured by rapid convergence of futures spreads, reflecting risk-hedging strategies that involved selling bank stocks [3] - The Beauty and Personal Care sector declined due to tightening regulations and a shift in investment from consumer sectors to high-tech sectors [3] Future Outlook - The A-share market is expected to see a combination of policy and industrial upgrades driving continuous style rotation [4] - The cyclical sectors may experience valuation recovery due to "anti-involution" policies and increased infrastructure investment [4] - The technology sector could benefit from breakthroughs in AI technology, changes in the semiconductor industry cycle, and catalysts from mid-year performance reports [4]

Market Overview - The market experienced a strong upward trend throughout the day, with the ChiNext Index leading the gains. The total trading volume in the Shanghai and Shenzhen markets reached 1.8 trillion yuan, an increase of 609 billion yuan compared to the previous trading day. The Shanghai Composite Index rose by 0.33%, the Shenzhen Component Index by 0.64%, and the ChiNext Index by 1.86% [1]. Sector Performance - The innovative drug and CRO sectors continued their strong performance, with multiple stocks such as Ruizhi Pharmaceutical, Zhongsheng Pharmaceutical, and Chenshin Pharmaceutical hitting the daily limit. WuXi AppTec reported a revenue of 20.799 billion yuan for the first half of 2025, a year-on-year increase of 20.64%, and a net profit of 8.561 billion yuan, up 101.92%. The company raised its full-year revenue forecast to between 42.5 billion and 43.5 billion yuan, indicating strong confidence in the industry's prospects [2][8]. - The CPO and computing hardware sectors also showed strength, with stocks like Dekoli and Tianfu Communication rising over 10%. Companies such as Zhongji Xuchuang and Xin Yisheng reached new historical highs [2][3]. Investment Opportunities - The innovative drug sector remains a clear trend with significant growth potential. The valuation of this sector is still attractive, and foreign investment in Hong Kong's innovative drugs is expected to increase. The focus on performance recovery in specific sub-sectors or stocks is recommended [2][8]. - The CPO technology is projected to penetrate 30% of the market by 2027, addressing high computing transmission bottlenecks. The sector may expand into data centers and other related areas, presenting additional investment opportunities [3]. Individual Stock Highlights - The stability coin concept was active, with stocks like Hengsheng Electronics hitting the daily limit and Guotou Intelligent rising over 18%. The upcoming implementation of the "Stablecoin Regulations" in August 2025 is expected to benefit major companies like Ant Group and JD.com, which may be among the first to obtain stablecoin licenses [4][12]. - The market saw a slight increase in the number of stocks with consecutive gains, with Xizang Tourism being the only stock with more than two consecutive gains, reaching seven [6]. Future Market Analysis - The overall market is expected to continue its upward trend, supported by the computing hardware and innovative drug sectors. The trading volume has increased, indicating a healthy market rotation. Investors are advised to look for low-entry opportunities in core stocks within previously popular sectors [8].