【早报】中概股逆势大涨；美国对欧盟汽车征收15%关税；英特尔寻求苹果投资

Industry News - The U.S. government has officially announced the implementation of a trade agreement with the EU, imposing a 15% tariff on EU imported cars and automotive products starting August 1 [2] - The European Union's statistics indicate that China will account for 30% of the EU's high-tech imports in 2024, amounting to €141 billion, surpassing the U.S. at 23% [3] - The Ministry of Industry and Information Technology is soliciting opinions on mandatory national standards for automotive door handles, which will prohibit fully hidden designs [7] - The Ministry of Commerce and eight other departments have jointly issued guidelines to promote digital consumption, emphasizing the increase in effective supply of AI terminal products [7] - The China Information Communication Research Institute predicts that the Beidou application market will reach a scale of hundreds of millions, with over 400 million new supporting terminals and devices expected by the end of 2028 [8] Company News - Guoxin Technology announced that shareholders plan to reduce their holdings by no more than 4.5% of the company's shares [9] - Alibaba has officially announced a collaboration with NVIDIA for Physical AI, unveiling seven new large model technology products at the 2025 Alibaba Cloud Conference [9] - Shengke Communication reported that the proportion of shares held by the National Big Fund has decreased to 15% [9] - Huatian Technology is planning to acquire semiconductor power device company Huayi Microelectronics, with stock suspension in effect [10] - Heng Rui Pharmaceutical signed a licensing agreement for the project of Rykon Trastuzumab, potentially earning up to $1.093 billion in milestone payments [11]