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马斯克宣布“美国党”成立;国内航线燃油附加费上调丨南财早新闻
2 1 Shi Ji Jing Ji Bao Dao·2025-07-05 23:58

Company Movements - Microsoft plans to lay off approximately 9,000 employees, marking its largest round of layoffs since cutting 10,000 jobs in 2023, and this is the third round of layoffs in recent months [6] - Xiaomi Group's chairman Lei Jun announced the first delivery of Xiaomi YU7, which will begin on July 6 across 58 cities nationwide [6] - Huawei's Noah's Ark Lab released a statement clarifying that the Pangu Pro MoE open-source model is developed and trained on the Ascend hardware platform, not based on models from other vendors [6] - San Sheng Wisdom Education Technology Co., Ltd., which previously listed on A-shares, received a fine of 15 million yuan after its stock price plummeted by 46% during the delisting period [6] - A biopharmaceutical company, Hengrun Dabi, has submitted its application materials for listing on the Sci-Tech Innovation Board, adopting the fifth set of standards [6] Investment News - The CEO of Aberdeen Asset Management in Asia expressed anticipation for the further advancement of the Qualified Domestic Limited Partner (QDLP) policy, aiming to expand the scale of QDLP business, highlighting the attractiveness of valuations of many quality Chinese enterprises for long-term investment [4] - Shunde Rural Commercial Bank has withdrawn its IPO application, becoming the second small bank to do so this year, reflecting a slowdown in the IPO process for small banks in the A-share market [4] - As of July 4, a total of 44 brokerage firms recommended 279 A-shares as "golden stocks" for July, with a concentration in the electronics, machinery, and power equipment sectors [4] - Shenwan Hongyuan's fixed income report for July suggests that the revaluation of banks is not yet complete, and there is continued expectation for small-cap growth under liquidity and industry trends, indicating a potential for further prosperity in convertible bonds [4] Macro Economy - The China Logistics and Purchasing Federation reported that the price index for bulk commodities in June was 110.8 points, reflecting a month-on-month increase of 0.5%, indicating a stable and improving trend in the bulk commodity market [2]