影响市场重大事件：中国人民银行开展14000亿元买断式逆回购操作

Group 1 - The Chinese government is launching a large-scale vocational skills training initiative from 2025 to the end of 2027, targeting the manufacturing and service sectors to address talent shortages [1] - The initiative aims to provide over 30 million subsidized training sessions, focusing on high-tech industries and urgent sectors, with a particular emphasis on key groups such as enterprise employees, college graduates, and migrant workers [1] Group 2 - The People's Bank of China conducted a 14 trillion yuan reverse repurchase operation to maintain liquidity in the banking system, marking the second consecutive month of increased operations [2] - The operation included 8 trillion yuan for a 3-month term and 6 trillion yuan for a 6-month term, indicating a proactive approach to liquidity management [2] Group 3 - Guangzhou is enhancing its emergency management capabilities by focusing on key core technology breakthroughs and building a robust emergency technology framework [3] - The city aims to accelerate the transformation of innovative results into practical applications, creating a comprehensive innovation ecosystem from research and development to industrial incubation [3] Group 4 - Global investor sentiment has reached its highest level since February 2025, with profit optimism showing the largest increase since July 2020 [4] - A record rise in risk appetite has been observed over the past three months, with a significant number of investors favoring the euro [4] Group 5 - The China International Game Developers Conference (CIGDC) will be held for the first time during ChinaJoy at the end of July, focusing on providing guidelines for companies looking to expand overseas [5] - A research center for game exports will be established in Shanghai to facilitate information sharing and risk management for companies facing geopolitical and compliance challenges [5] Group 6 - CITIC Securities' chief economist noted that China's economy has shown stable growth with a 5.3% increase in the first half of the year, exceeding market expectations [6] - The second half of the year may see new policies driven by innovative policy tools, targeting weak areas of the macro economy [6] Group 7 - The National Bureau of Statistics is formulating measures to enhance market order and address issues of chaotic competition in certain industries [8] - These measures aim to improve market supply-demand relationships and promote reasonable price recovery, ultimately benefiting corporate profits and economic structure adjustment [8] Group 8 - Shanghai is advancing major engineering projects, particularly in the smart glasses industry, by signing strategic cooperation agreements and enhancing policy support [9] - The city plans to focus on technological breakthroughs and support the development of key products in AI and robotics [9] Group 9 - The Tianjin AI (AI + Xinchuang) Innovation Ecological Alliance has been established to promote collaboration and innovation in artificial intelligence technology [10] - The alliance aims to enhance the core competitiveness of Tianjin's AI sector, with over 290 member units already participating [10] Group 10 - TrendForce estimates that China's Robotaxi market will reach a scale of 44.5 billion USD by 2035, with a compound annual growth rate (CAGR) of 96% from 2025 to 2035 [11] - The market is expected to be dominated by local players such as Baidu and Pony.ai, as well as international competitors like Tesla and Waymo [11]