从深圳楼市上半年成交情况看，无论是成交量还是同比增速，二手住宅均超过一手住宅。 "从供应层面看，今年深圳一手住宅市场缺乏受市场高度关注的明星盘。"第一太平戴维斯深圳董事总经 理吴睿对《证券日报》记者表示，从宏观层面看，贸易环境的不确定性也会渗透到房地产市场，引起一 些购房者持观望态度的心态。 在政策、价格等多方面因素的作用下，上半年深圳楼市在成交方面实现较高水平。 深圳中原研究中心统计数据显示，今年上半年深圳一手住宅共网签21868套，其中预售成交15101套，同 比增长24.4%。二手住宅过户29231套，同比增长36.6%。一二手住宅合计成交51099套。 按月份趋势看，今年上半年深圳楼市"金三银四"的特征较为明显。以二手住宅成交为例，1月份、2月份 分别成交4554套、3677套，3月份、4月份成交量提高到6078套、5733套，而5月份、6月份有所回落，成 交量均在5000套以下。 一手住宅的成交走势也呈现出类似的规律，3月份、4月份成交均超过2500套，成交量高于除1月份以外 的月份。 "今年3月份之后，深圳楼市热度有所下降，原因在于需求持续释放后市场出现调整。"广东省城规院住 房政策研究中心首席研 ...

晨星(中国)基金研究中心总监孙珩向《证券日报》记者表示，从市场环境看，今年上半年股市整体表现 较好，股票型基金业绩改善，投资收益增加，为分红提供了资金基础。一些投资大盘蓝筹股、成长股的 基金，因持仓股票股价上涨实现了净值增长与盈利，进而有能力加大分红力度。从政策层面看，监管部 门积极引导基金注重投资者回报，推动基金公司提升分红频率和金额，增强投资者获得感。为响应政策 导向，部分基金公司积极地实施分红策略。 具体来看，债券型基金上半年累计分红2856次，分红总额达949.76亿元，占据公募基金分红总额的 85.52%，保持分红主力地位。巨丰投顾高级投资顾问陈宇恒表示，在低利率环境下，债券型基金通过 定期分红满足了投资者对稳定现金流的需求，增强了产品吸引力。 今年上半年公募基金分红情况揭晓。公募排排网数据显示，今年上半年公募基金(统计各类份额)累计分 红3533次，分红总额达1275.11亿元，同比增长37.53%。其中，债券型基金以超85%的分红总额占比稳 居主力，QDII(合格境内机构投资者)基金分红金额同比激增1163.94%，权益类基金分红金额亦实现翻倍 增长。 数据显示，上半年累计分红超10亿元的9只基 ...

Core Viewpoint - A class action lawsuit has been filed against Apple Inc. for allegedly making false and misleading statements regarding the integration of advanced AI-based features into its devices, which may have impacted investor decisions and the company's financial prospects [1][5]. Group 1: Lawsuit Details - The class action lawsuit is on behalf of purchasers of Apple securities between June 10, 2024, and June 9, 2025 [1]. - Allegations include that Apple misstated the timeline for integrating AI-based Siri features, which were unlikely to be available for the iPhone 16, potentially harming sales and overstating the company's financial outlook [5]. Group 2: Investor Information - Investors who purchased Apple securities during the class period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - To join the class action, investors can visit the provided link or contact the law firm directly for more information [3][6]. Group 3: Law Firm Credentials - The Rosen Law Firm has a strong track record in securities class actions, having achieved significant settlements and recognition in the field [4]. - The firm has recovered hundreds of millions of dollars for investors, with notable achievements in recent years, including over $438 million secured in 2019 [4].

成都地铁：收到预警信号立即启动应急预案 成都地铁表示，保留对此视频的法律追究权利，呼吁大家，网络不是法外之地，发布信息需承担法律责任。其实6月29日，成都地铁工作人员 在收到暴雨橙色预警信号之后，就立即启动了应急预案，要求人员到岗在线值守。 成都地铁调度指挥中心副总经理 周伟：我们针对车站属地范围是加强巡视频次，对重要的出入口、设备区等加强重点巡视，以便能够在异常 情况下及时发现现场的汛情。通过成都地铁线网智慧气象信息系统，可以实时查询每一条线路周边站点的降雨量，有针对性地采取应对性措 施。如果发生突发事件，我们会第一时间通过地铁微博、官方媒体以及车载乘客显示系统，及时将相关情况告知乘客。 在网民发布的这段视频中，狂风裹挟着暴雨冲刷着地铁站台，拍摄者的镜头摇晃、倾斜，画面中隐约可见"10号线"字样。 就在当天，成都市气象台发布了暴雨橙色预警信号。在这样的背景下，"成都地铁10号线大量进水"的这段视频在网上快速传播，引发关注。发 现这一视频后，成都地铁与10号线各站点进行确认核实，确定网络上传播的这段视频信息，并非当日真实情况，于是通过成都地铁官方微博进 行辟谣。 此后，原视频的发布者关闭了该视频查看，并留言说 ...

一面是贝壳整装夹击，一面是互联网巨头京东入局，家装行业如今正迎来新浪潮。7月1日，北京商报记 者从国家市场监管总局官网获悉，京东全资收购生活家家居集团获国家市场监管总局无条件批准。伴随 着此次收购，万亿级家装市场不仅迎来了电商巨头的加入，同时迎来的还有行业深度整合与模式创新的 新机遇。 针对此次收购的目的以及未来规划，北京商报记者采访生活家相关部门，但截至发稿未收到回复。 事实上，此次收购早在2025年开年之初便有"预告"。生活家集团董事长白杰曾在2025年新年贺词中指 出，今年集团将迎来重大战略发展期。生活家将围绕设计、材料、施工、交付等核心环节进行全方位升 级，持续加大创新投入，推动家装产业数字化、智能化变革。 对于此次收购中国家居、设计产业与互联网专家，新设荟学谷联合创始人王建国向北京商报记者表示， 此次收购对于生活家而言是重要利好。生活家作为一个区域性家装品牌在西南地区拥有较高影响力，而 京东则是有流量、有现金以及拥有较为成熟产品体系和供应链体系的平台。未来，伴随着收购后两家公 司深度融合，生活家也将在数字化、供应链、流量以及影响力方面得到京东的背书。 尽管当下京东与生活家收购获得反垄断执法二司无条件 ...

Core Insights - BILL Holdings is strategically expanding its platform to cater to larger and more complex organizations while maintaining its focus on small and midsize businesses (SMBs) [1][8] - The launch of Supplier Payments Plus aims to simplify and accelerate payment processes for large suppliers, enhancing operational efficiency and the payment experience for SMB buyers [2][8] - In Q3 fiscal 2025, BILL reported revenues of $301.7 million from its Integrated Platform, reflecting a 14.5% year-over-year increase, driven by continued adoption among its core SMB base [3][8] Company Developments - BILL is investing in innovation by enhancing its payment portfolio, expanding distribution channels, and accelerating its AI strategy, which supports sustained growth in the SMB sector [4] - The company faces competitive pressure from Intuit's QuickBooks Bill Pay and Expensify's expense management tools, which could impact its market position [5][6][8] Financial Performance - BILL's share price has decreased by 45.4% year to date, underperforming the broader Zacks Computer and Technology sector, which has returned 6.1% [7] - The forward 12-month Price/Sales ratio for BILL is 3.27X, compared to the industry average of 5.89X, indicating a lower valuation [9] - The consensus estimate for fiscal 2025 earnings is $2.05 per share, reflecting a 5.7% increase over the past 60 days but a year-over-year decline of 3.3% [10]

Core Viewpoint - Zscaler, Inc. is a leading player in the cybersecurity sector, but its high price-to-sales (P/S) multiple of 15.56X raises concerns about its valuation amid slowing growth rates [1][6]. Financial Performance - In Q3 FY25, Zscaler reported a year-over-year revenue growth of 22.6%, a decline from the 30% range in FY24 and 40% in FY23 [3][4]. - The revenue growth forecast for FY25 is expected to be around 22.7%, indicating a continued slowdown [4]. - The Zacks Consensus Estimate for Zscaler's FY25 earnings suggests a year-over-year decline of 0.31% [7]. Competitive Landscape - Zscaler faces increasing competition from established cybersecurity firms such as Palo Alto Networks, CyberArk, and CrowdStrike, which are investing heavily in innovative cybersecurity solutions [5][6]. - The company must maintain high spending on R&D to stay competitive and innovate in the market [5][6]. Growth Initiatives - Zscaler's New Growth Categories, which include Zero Trust Everywhere and Agentic Operations, reached approximately $1 billion in annual recurring revenues (ARR) [10]. - The company has successfully implemented its Zero Trust Exchange, gaining over 210 adoptions and achieving 60% quarter-over-quarter growth in Q3 FY25 [9]. - Zscaler's total ARR reached $2.9 billion in Q3 FY25 [10]. Strategic Partnerships and Innovations - Zscaler has launched new solutions like Asset Exposure Management and partnered with SAP to integrate its services within SAP's RISE framework [11]. - The company is enhancing its offerings with AI technologies through partnerships with NVIDIA and CrowdStrike [12]. Government Sector Expansion - Zscaler is expanding its GovCloud solutions and has enabled numerous government agencies to utilize its products, serving 14 out of 15 U.S. cabinet-level agencies [14][15]. - The inclusion in Amazon Web Services' Internet Control Message Protocol enhances Zscaler's accessibility to U.S. federal agencies [15]. Market Performance - Zscaler's share price has surged 74% year-to-date, outperforming the Zacks Security Industry and its peers [16].

法国汽车制造商协会（PFA）：6月份法国新车注册量同比下滑6.7%，至169504辆。特斯拉销量下降 10.04%，至3646辆。自今年年初以来，特斯拉销量下滑了39.59%。 订阅特斯拉动态 +订阅 ...

法国总统马克龙自2022年以来首次与俄罗斯总统普京通电话，双方同意在伊朗问题上协同。 WTI原油期货涨幅收窄至不足0.7%，报65.55美元。 ...

Core Insights - Both NIKE (NKE) and Target (TGT) have faced significant pressure in recent years, underperforming and regularly posting weaker-than-expected results [1][16] - Inventory issues have been a common challenge for both companies, particularly with Target's discretionary merchandise suffering post-COVID [1][10] - Despite recent stock recoveries, both companies continue to struggle with negative EPS outlooks and less-than-ideal product assortments [2][17] NIKE (NKE) Summary - NIKE has experienced weak quarterly results due to soft demand, with sales of $11.1 billion falling 12% year-over-year and gross margin contracting to 40.3% from 44.7% [5][4] - The company has struggled to meet consumer demands, compounded by tariff exposure affecting sentiment [2][4] - Positive commentary regarding future periods has led to a stock bounce post-earnings, but the near-term EPS outlook remains bearish [8][9] Target (TGT) Summary - Target's comparable store sales decreased by 3.8% year-over-year, reflecting ongoing challenges in its discretionary inventory [10][15] - Digital sales showed growth, with a 4.7% increase in comparable sales and a 36% rise in same-day delivery through Target Circle 360 [11][15] - The establishment of a multi-year acceleration office and leadership changes aim to enhance decision-making and execution of strategic initiatives, although analysts remain bearish on EPS outlooks [15][10]