教育部发布留学预警；中央汇金大举增持ETF！持仓1.28万亿元；余承东谈华为上汽合作细节丨每经早参

Group 1 - The Ministry of Commerce's international trade representative Li Chenggang met with U.S. officials to discuss U.S.-China economic relations and the implementation of agreements reached by the two countries' leaders [2] - The Ministry of Commerce expressed opposition to the U.S. decision to revoke the "validated end user" status of three semiconductor companies, emphasizing the negative impact on the global semiconductor supply chain [3] - The Ministry of Education issued a warning for students planning to study in the Philippines due to rising security concerns [3] Group 2 - The 2025 China Urban Planning Annual Conference emphasized the need for innovative urban planning to promote high-quality urban development [4] - The National Data Bureau announced the open-source release of a high-quality synthetic dataset for embodied intelligence robots, which includes over 9.5 million high-quality grasping poses [5] - Major banks in Shanghai have adjusted their housing loan interest rate mechanisms, no longer differentiating between first and second homes [5] Group 3 - Central Huijin increased its holdings in 12 ETF products, spending over 210 billion yuan, with total ETF holdings reaching a record high of 1.28 trillion yuan [8] - The six major state-owned banks announced a total cash dividend of 204.66 billion yuan for the first half of 2025, reflecting strong financial health [8] - Huawei's executive revealed details about its collaboration with SAIC Motor, highlighting a strategic partnership despite resource constraints [9] Group 4 - Huawei's rotating chairman stated that the HarmonyOS ecosystem is still in the introduction phase, urging developers to enhance applications and encouraging participation in the open-source community [11] - Ping An Life has increased its stake in Agricultural Bank of China for the third time this year, indicating confidence in the bank's future [12] - Xingyin Fund appointed a new chairman, which may lead to strategic changes within the company [13]