小米汽车：截至6月30日全国已有163家服务网点，覆盖全国93城 6月30日晚间，比亚迪集团方程豹事业部总经理熊甜波在微博发文透露豹8第四次OTA升级进展。"车辆 OTA涉及行车安全，必须经过多轮安全测试，且涉及辅助驾驶相关功能还需工信部备案及审批流 程。"她表示，"今日下午终于正式取得工信部备案审批，并于今晚22点开启了正式推送，我们预计将在 7月2日前分批完成全量推送。"本次OTA升级带来三大核心功能：车位到车位领航辅助、云辇路面预 瞄、哨兵模式等。 恒大汽车：无法确定2024年业绩刊发日期，股票继续停牌 6月30日，小米汽车公布开店最新进展：6月新增37家门店，全国92城已有335家门店；7月计划新增18家 门店，预计覆盖菏泽、阜阳等5座城市；截至6月30日，全国已有163家服务网点，覆盖全国93城。 小米汽车：1000万Clips版本辅助驾驶功能估计7月下旬面向SU7部分车型推送 6月30日晚间，小米汽车在最新一期答网友问中表示，小米SU7 Pro、Max和小米SU7 Ultra估计会在7月 下旬开始推送1000万Clips版本的辅助驾驶功能。 何小鹏回应车企支付账期不超60天：企业应有社会责任感，下 ...

5. 人事变动！蔚来技术规划首席专家胡成臣离职 要闻提示 NEWS REMIND 1. 特朗普：已为TikTok找到买家，将在2周后宣布，买家是超级富豪集团 2. 曝某车企严重资金压力，推迟供应商付款！ 3. 雷军回应何小鹏下单小米YU7：一定加速生产，力争早点交车 4. 何小鹏谈靠现金流压供应商款：该不赚钱还是不赚钱，真科技车企不需要 6.两家国产GPU独角兽IPO同日获受理 7.晋江宣布腾讯旗下酷狗音乐败诉：为盗录作品提供传播空间，判赔1万元 8.OpenAI最新点名的中国竞争对手：竟不是DeepSeek，而是智谱！ 今日头条 HEADLINE NEWS 特朗普：已为TikTok找到买家，将在2周后宣布，买家是超级富豪集团 美国总统特朗普在周日播出的福克斯新闻采访中表示，他已经为TikTok找到了买家，并称对方是一群"非 常富有的人"，其身份将在大约两周后公布。 特朗普是在福克斯新闻节目《周日早间期货》（Sunday Morning Futures with Maria Bartiromo）中发 表上述言论的。他表示，正在推进的这笔交易需要中方的批准，并预测中方"很可能会同意"。 国内资讯 DOMESTI ...

（三大指数分钟线图，来源：TradingView） 截至收盘，道琼斯指数涨0.63%，报44,094.77点；标普500指数涨0.52%，报6,204.95点； 纳斯达克指数涨0.47%，报20,369.73点。 美东时间周一， 三大指数集体收涨，标普500指数和纳指均再创历史收盘新高。 美国合众银行财富管理公司（U.S. Bank Wealth Management）首席股票策略师特里·桑德 文 表示，尽管关税宽限期到期与税改法案等风险可能在2025年下半年带来市场波动，但股市基 本面改善和市场广度增强等因素可能推动近期上涨趋势延续。 "随着股市不断创新高，市场的'忧虑之墙'正在崩塌，"桑德文表示。"目前通胀稳定，利率保 持平稳，企业盈利趋势向上，这些都为美股在下半年继续上涨提供了有利环境。" 热门股表现 美股七巨头涨跌不一，苹果涨2.03%，微软涨0.30%，英伟达涨0.15%，谷歌跌1.29%，亚 马逊跌1.75%，Meta涨0.61%，特斯拉跌1.84%。 热门中概股多数收跌，纳斯达克中国金龙指数跌0.49%，阿里巴巴跌0.59%，京东跌 1.30%，拼多多跌0.46%，蔚来汽车跌0.87%，小鹏汽车 ...

机构指出，股指拉升之后短期仍有空间。 【财经日历】 10:00 国家医保局召开新闻发布会，介绍《支持创新药高质量发展的若干措施》有关情况，并回答记者提问 22:00 美国6月ISM制造业PMI | 灰 盘前必读 | | // 外盘怎么样 // | | | --- | --- | --- | --- | | 名称 | 现价 | 涨跌 | 涨跌幅 | | 道琼斯工业指数 | 44094.77 | 275.50 | 0.63% | | 纳斯达克指数 | 20369.73 c | 96.27 | 0.47% | | 标普500 | 6204.95 | 31.88 | 0.52% | 当地时间周一，美股三大指数集体收涨，道指涨0.63%，纳指涨0.47%，标普500指数涨0.52%，后两者均创下历史收盘新高。美股上半年收官，纳指半年累 计涨5.48%，道指累涨3.64%，标普500指数累涨5.5%。 科技股集体上涨，微软、Meta、奈飞均小幅收涨并创盘中历史新高，苹果收涨2%。Robinhood收盘上涨13%，创下4月9日以来的最佳单日表现。 经济数据方面，芝加哥采购经理人指数PMI从5月份的40.5降至6月份的40. ...

Investment Rating - The report maintains a "Positive" investment rating for the automotive industry [4]. Core Insights - The automotive industry is experiencing a transformation driven by new consumer demands, particularly from Generation Z, who prioritize personalized and emotional value in their purchases. This shift is supported by advancements in electric and intelligent vehicle technologies, leading to a resonance between supply and demand [9][31]. Summary by Sections Traditional Automotive Model Limitations - The traditional automotive model is limited by a singular focus on hardware performance, which restricts emotional value creation. In the era of fuel vehicles, competition was primarily based on engine and performance metrics, leading to minimal differentiation among brands. The shift to intelligent electric vehicles emphasizes emotional interaction, as seen with brands like NIO, which enhances user connection through features like the "NOMI" emotional companion [14][19]. New Consumer Trends and Generation Z - Generation Z is becoming a significant force in the automotive market, expected to account for over 20% of sales by 2025. Their preferences are shifting from traditional needs (economy, appearance, practicality) to new demands focused on intelligence, fashion, and individuality [33]. The concept of "self-pleasing" consumption is gaining traction, where consumers prioritize emotional value and personal experience over mere functionality [37]. Industry Transformation - The automotive industry is transitioning from hardware manufacturers to technology and service providers. Direct sales models are replacing traditional dealership systems, exemplified by Tesla's approach, which enhances user experience and reduces costs by eliminating intermediaries [67]. The revenue structure is also evolving, with software and service income becoming increasingly important, as demonstrated by Tesla's growing software revenue streams [71]. Investment Recommendations - The report suggests focusing on three main investment themes: 1. Core components driven by intelligence and electrification, recommending companies like Bertel [97]. 2. Innovative companies focused on user operations and service value, highlighting Li Auto and Xpeng [97]. 3. Comprehensive companies that integrate scene fusion and ecological collaboration, recommending Xiaomi Group and Seres [97].

由于多项贸易谈判出现进展，同时中东风险的缓和、美联储降息预期升温，推动美股三大指数集体上涨，纳指与标普再创历史新高。截至收盘，道指涨 0.63%，纳指涨0.47%，标普500指数涨0.52%。 科技股集体上涨，微软、Meta、奈飞均小幅收涨并创盘中历史新高，苹果收涨2%。Robinhood收盘上涨13%，创下4月9日以来的最佳单日表现。 热门中概股涨跌互现，纳斯达克中国金龙指数收跌0.49%。小鹏汽车、京东跌超1%，老虎证券涨超2%，网易涨超1%。 随着7月9日"关税大限"日益临近，特朗普政府因与多数国家仍未达成协议而显得愈发焦躁不安。 不过，加拿大的部分让步，让特朗普又自信了起来。当地时间6月29日，加拿大财政部在一份声明中表示，加拿大已取消数字服务税，以推进与美国的贸 易谈判。加拿大财政部表示，加拿大总理卡尼和美国总统特朗普将恢复贸易谈判，以期在7月21日之前达成协议。 周一，特朗普又将目标瞄向了日本，他威胁将对日本实施新一轮关税，理由是日本拒绝接受美国出口的大米。特朗普在社交媒体上发文称，"他们不接受 我们的大米，而他们自己面临严重的稻米短缺。我们会给他们发一封信，我们希望未来多年继续与他们保持贸易伙伴 ...

热门中概股里，小马智行初步收跌3.2%，文远知行、理想、京东、小鹏、腾讯至少跌约1%，网易和小 米则至多涨约2%。 纳斯达克金龙中国指数初步收跌0.4%，6月份累涨约4.4%。 ...

XPENG invited to attend CVPR WAD, a top global autonomous driving workshopXPENG was the sole Chinese automaker invited by the conference this year to share its autonomous driving R&D progress, sharing the stage with industry leaders like Waymo and NVIDIAXPENG delivered a speech titled "Scaling up Autonomous Driving via Large Foundation Models". On the same day, XPENG announced the launch of the world’s first AI-powered car, the G7, equipped with an L3 computing platform, in ChinaXPENG has also proposed two ...

凤凰网财经讯 6月30日，美股三大指数集体高开，道指涨0.5%，纳指涨0.43%，标普500指数涨0.32%。 【Strategy上周斥资约5.319亿美元增持4980枚比特币】 据官方消息，Strategy（原MicroStrategy）在6月23日至6月29日期间以每枚约106,801美元的价格，斥资 约5.319亿美元购入4,980枚比特币；截至2025年年初至今，其比特币投资收益率已达19.7%。截至2025 年6月29日，该公司持有597,325枚比特币，这些比特币是以每枚约70,982美元的价格购入，总成本约424 亿美元。 【零部件供应不足 丰田旗下大发汽车将暂停日本部分工厂运营】 丰田旗下大发汽车6月30日公告称，由于供应商零部件供应不足，大发汽车旗下日本整车工厂将暂停以 下运营：7月8日至11日，暂停滋贺第二工厂运营；7月7日至11日暂停大分中津第二工厂运营。 慧与科技涨超11%，美国司法部解决了公司以140亿美元收购Juniper Networks的反垄断案件；甲骨文涨 超7%，公司CEO称2026财年取得强劲开局，签署了多项大型云服务协议。Moderna涨超4%，高盛涨超 3%。 公司消 ...

Macro Dynamics - The Chinese Ministry of Foreign Affairs did not provide information regarding whether President Trump was invited to the military parade for the 80th anniversary of the victory in the War of Resistance Against Japan [1] Financial Institutions - CITIC Securities received approval from the China Securities Regulatory Commission to publicly issue perpetual subordinated bonds totaling no more than 30 billion yuan to professional investors [7] Market Data - As of the end of June, the Shanghai Composite Index rose by 2.76% in the first half of the year, while the North China 50 Index surged nearly 40% [8] - The total financing balance in the two markets increased by 900 million yuan, with the Shanghai Stock Exchange reporting a balance of 921.607 billion yuan and the Shenzhen Stock Exchange reporting 900.079 billion yuan [10] - The Hong Kong Hang Seng Index fell by 0.87% but recorded a 20% increase for the first half of the year [11] Company Dynamics - Small Commodity City expects a net profit increase of 12.57% to 17.40% year-on-year for the first half of 2025, driven by growth in main business revenue and trade fulfillment services [12] - Jinjiang Hotels submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [14] - Great Wall Military Industry's stock price has seen a significant increase of 110% over nine days, leading to warnings about extreme trading risks and potential irrational speculation [15]