粤开证券首席经济学家罗志恒对第一财经记者表示，构建全国统一大市场能充分发挥中国的比较优势和规模效应，提升经济增长潜力。释放中国经济增长的 潜力，也有利于加快构建新发展格局。新发展格局要求以国内大循环为主体，这就涉及畅通供需循环，构建统一大市场，既有利于需求端的提振，也有利于 从供给端提升供给质量和产业链供应链韧性。 全国统一大市场建设迎来了新部署。 国家发改委会同商务部、市场监管总局于今年4月29日发布《关于开展市场准入壁垒清理整治行动 促进全国统一大市场建设的通知》，明确了重点清理整治 的15类情形。 此次，中央财经委会议指出，纵深推进全国统一大市场建设，基本要求是"五统一、一开放"，即统一市场基础制度、统一市场基础设施、统一政府行为尺 度、统一市场监管执法、统一要素资源市场，持续扩大对内对外开放。 据新华社消息，中共中央总书记、国家主席、中央军委主席、中央财经委员会主任习近平7月1日主持召开中央财经委员会第六次会议，研究纵深推进全国统 一大市场建设、海洋经济高质量发展等问题。 习近平在会上发表重要讲话强调，建设全国统一大市场是构建新发展格局、推动高质量发展的需要，要认真落实党中央部署，加强协调配合，形成推 ...

Core Insights - Apple Inc. is currently underperforming compared to its peers in the Magnificent 7 group [1] - The company faces challenges such as tariffs and other market pressures [1] Company Performance - Apple has been monitored for a significant period, but its performance is lagging behind other companies in the same category [1] - The article suggests that despite the overall market conditions, Apple is not meeting expectations [1] Market Context - The performance of Apple is contrasted with that of its peers, indicating a potential area of concern for investors [1]

Core Viewpoint - SharpLink Gaming, Inc. has strategically increased its Ethereum holdings and is positioning itself as a leader in the digital economy by embedding Ethereum into its capital strategy [1][3][7] Group 1: Ethereum Holdings and Financial Strategy - SharpLink has increased its total Ethereum holdings to 198,167 ETH, acquiring an additional 9,468 ETH for $22,825,734 at a weighted average price of $2,411 per ETH during June 23-27, 2025 [1] - The company raised approximately $24.4 million in net proceeds through its At-The-Market facility by selling 2,525,637 shares, with a majority of the proceeds aimed at further increasing its ETH treasury holdings [2] - As of June 30, 2025, 100% of SharpLink's ETH reserves have been deployed in staking protocols, earning 102 ETH in rewards during June 21-27, 2025 [3] Group 2: New Reporting Metrics and Performance - SharpLink introduced a new reporting metric called "ETH Concentration," calculated by dividing the number of ETH held by 1,000 assumed diluted shares outstanding [4] - The initial ETH Concentration was 2.00 ETH and has increased by 17.7% to 2.35 ETH as of June 27, 2025 [5] Group 3: Investor Relations and Strategic Partnerships - SharpLink has engaged Elevate IR as its investor relations agency to develop a comprehensive communications strategy tailored to the company's evolving priorities [6] - The CEO emphasized that Ethereum is not just a treasury asset but a foundational element for the next generation of capital management and online gaming infrastructure [7] Group 4: Industry Positioning and Future Vision - SharpLink aims to transform the multi-billion-dollar iGaming industry into a more dynamic and equitable ecosystem by leveraging smart contracts, DeFi protocols, and Web3 infrastructure [8]

继前两轮国内油价上调后，本轮成品油价格继续上涨。7月1日下午，国家发改委发布了新一轮油价调整 公告，自2025年7月1日24时起，国内汽、柴油价格每吨分别上涨235元和225元。 "本计价周期内国际市场消息面表现较为波动，原油价格走势急涨急跌。"金联创成品油分析师马建彩告 诉《华夏时报》记者，受国际油价走势影响，本轮变化率走势先涨后落，周前期原油持续上涨，零售价 上调预期一度攀高至600元/吨，随后国际油价大幅度收跌，变化率高位回落，零售价上调预期幅度持续 收窄。 对于下一轮国际油价调整情况，业内预计将迎来下调。隆众资讯团队分析，由于本轮周期内伊以局势缓 和，为下一轮调价积累出一定跌幅，预计下一轮成品油调价下调的概率较大，下一轮成品油零售调价窗 口将在2025年7月15日24时开启。 计价周期后期，消息面支撑温和向好，美国原油库存减少以及投资者对能源需求旺季期间需求存向好的 预期，国际油价小幅反弹。 成品油价格三连涨 国家发改委在公告中指出，根据近期国际市场油价变化情况，按照现行成品油价格形成机制，自2025年 7月1日24时起，国内汽、柴油价格每吨分别上调235元和225元。 据金联创测算，截至7月1日第十 ...

Core Insights - E Ink has launched a new ePaper touchpad solution for laptops, integrating Intel technologies to enhance user interaction and functionality in AI PCs [1][2][3] Company Overview - E Ink Holdings Inc. is a leader in ePaper technology, providing displays for various applications including eReaders, retail, and logistics, with a commitment to sustainability by aiming for 100% renewable energy by 2030 and net zero carbon emissions by 2040 [4] Product Innovation - The new ePaper touchpad combines color ePaper with traditional touchpads, offering a visual, AI-assisted human-machine interface that enhances user experience [1][2] - The touchpad design allows for real-time edge AI applications, enabling features like shortcuts, notifications, and GenAI content display, even when the device is powered off [2][3] Technical Advantages - ePaper technology offers paper-like readability, ultra-low power consumption, and excellent sunlight visibility, making it suitable for mobile computing devices [2][3] - The ePaper touchpad consumes power only when content is updated, significantly reducing overall system power consumption compared to traditional displays [3] Future Potential - E Ink aims to explore innovative ePaper applications in the AI era, focusing on sustainable and personalized user experiences [3][6] - The integration of Intel's platform enhances the versatility and potential of ePaper technology in next-generation computing [3][6]

Core Viewpoint - The article emphasizes the importance of identifying and sustaining trends in short-term investing, highlighting that sound fundamentals and positive earnings estimates are crucial for maintaining momentum in stock prices [1]. Group 1: Stock Performance - Dave Inc. has shown a significant price increase of 252.2% over the past 12 weeks, indicating strong investor interest and potential upside [3]. - The stock has also experienced a price increase of 28.4% over the last four weeks, suggesting that the upward trend is still intact [4]. - Currently, Dave Inc. is trading at 103.8% of its 52-week high-low range, indicating a potential breakout [4]. Group 2: Fundamental Strength - Dave Inc. holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises [5]. - The stock's Average Broker Recommendation is also 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term price performance [6]. Group 3: Investment Strategy - The article suggests that investors can utilize the "Recent Price Strength" screen to identify stocks like Dave Inc. that are on an upward trend supported by strong fundamentals [2]. - There are over 45 Zacks Premium Screens available for investors to find stocks that align with their personal investing styles [7].

Core Viewpoint - The article emphasizes the importance of confirming the sustainability of stock trends for profitable short-term investing, highlighting the need for sound fundamentals and positive earnings estimates to maintain momentum. Group 1: Stock Performance - Verona Pharma PLC (VRNA) has shown a solid price increase of 74.2% over the past 12 weeks, indicating strong investor interest and potential upside [4] - The stock has also increased by 12.5% over the last four weeks, suggesting that the upward trend is still intact [5] - VRNA is currently trading at 94.8% of its 52-week high-low range, indicating a potential breakout [5] Group 2: Fundamental Strength - VRNA holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises [6] - The stock has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term price performance [7] Group 3: Investment Strategy - The "Recent Price Strength" screen is a useful tool for identifying stocks like VRNA that are on an uptrend supported by strong fundamentals [3] - The article suggests that there are several other stocks passing through this screen, indicating potential investment opportunities [8]

When it comes to short-term investing or trading, they say "the trend is your friend." And there's no denying that this is the most profitable strategy. But making sure of the sustainability of a trend to profit from it is easier said than done.The trend often reverses before exiting the trade, leading to a short-term capital loss for investors. So, for a profitable trade, one should confirm factors such as sound fundamentals, positive earnings estimate revisions, etc. that could keep the momentum in the st ...

Core Insights - Davis Commodities Limited is transitioning from a traditional agricultural trader to a tech-enabled processor by leveraging advanced AI technologies and establishing a high-margin sugar processing facility [1][8] - The company has set ambitious financial targets, including exceeding USD 300 million in total revenue by FY2026 and achieving a Return on Equity (ROE) of 30% within two years [2][7] Strategic Initiatives - **AI-Driven Commodity Arbitrage**: The company plans to deploy advanced AI systems to exploit price differentials, projecting an annual revenue generation of up to USD 18 million [3] - **AI-Enhanced Operational Efficiency**: By integrating AI technologies, Davis Commodities aims for a sugar yield of 88%, surpassing the industry standard of 82%, resulting in cost savings of approximately USD 42 per ton [4] - **Real-World Asset Tokenization**: The blockchain-based platform will facilitate the monetization of real-world assets, enhancing liquidity and revenue potential through fractional ownership [5] Management Commentary - The Executive Chairwoman emphasized that the current valuation does not reflect the company's intrinsic value and growth potential, aiming to position Davis Commodities at the forefront of the USD 4 trillion global commodity market [6] Projected Milestones - The company aims to increase its net profit margin to high single digits by 2026 and low double digits within five years, reflecting a commitment to innovation and sustainable growth [7][8]

编辑：王永乐 广告等商务合作，请点击这里 (活力中国调研行)我国有望建成国际首个火星样品实验室 中新网合肥7月1日电 (记者 张强 贾亦夫)记者7月1日从深空探测实验室(天都实验室)获悉，目前深空探 测实验室与中国科大正联合开展火星样品实验室技术方案的深入论证，处于立项论证阶段的冲刺阶段， 预计经过4-5年的建设，于2030年建成并试运行使用。 深空探测实验室由国家航天局、安徽省、中国科大三方共建，是面向世界航天科技前沿和国家航天强国 战略需求，围绕深空探测领域国家重大科技工程和国际大科学计划，开展战略性、前瞻性、基础性研 究，实现科学、技术、工程融合发展的新型科技研发机构。2022年2月25日，深空探测实验室在安徽合 肥揭牌。 据深空探测实验室研究员、天问三号行星保护系统技术负责人于秉坤介绍，我国正在规划实施首次火星 取样返回(天问三号)任务。火星样品实验室与月球样品实验室最大的不同是，火星可能存在活体微生 物，须具备生物安全高等级防护能力，以实现保护地球家园不受火星可能存在的未知微生物危害，同时 保护火星样品科学价值，不受地球环境污染。 于秉坤说，目前，国际尚未建成此类设施，我国有望建成国际上首个火星样品 ...