特朗普对墨西哥和欧盟的输美产品征收30%的关税 据央视新闻报道，美国总统特朗普上周六宣布，自今年8月起对墨西哥和欧盟的输美产品征收 30%的关税。这一决定引发了多个国家和行业的困惑和担忧。 上周，特朗普已经向除欧盟以外的20多个个国家发送了新的关税函，声称对这些国家征收 20%到50%不等的关税，其中巴西被威胁征收50%的关税。其他未收到信函的国家则将被征 收15%至20%不等的关税。 据央视新闻报道，当地时间7月12日，墨西哥外交部和经济部在一份联合声明中表示，鉴于美 国宣布自8月1日起对墨西哥输美产品征收30%的新关税，墨西哥政府认为这是"不公平待 遇"，墨西哥已开始与美国进行谈判，以保护边境企业和就业。 声明称，自7月11日起，墨西哥代表团成立了"常设双边工作组"，以解决与美国的安全、移民 和经济问题。墨西哥政府在谈判中提到，美国对墨加征关税是不公平的，墨西哥不同意。 在谈判时双方一致认为，目前首要任务是在征收关税之前找到"一个能够保护边境两边企业和 就业的替代方案"。 欧盟委员会主席乌尔苏拉 ・ 冯德莱恩表示，欧盟将把针对美国的贸易反制措施暂停期延长至 8月1日，以便开展进一步谈判。 德银："鲍威尔被 ...

Group 1 - Elon Musk announced the establishment of a new political party called "American Party," marking a public split from former President Trump [1][15] - Musk unfollowed several close allies of Trump on social media, indicating a significant shift in their relationship [3][5] - The timing of Musk's announcement coincided with the aftermath of severe flooding in Texas, where his company Starlink played a crucial role in disaster response [12][16] Group 2 - Starlink provided communication support and free services to flood-affected areas in Texas, highlighting a strategic relationship with the government despite Musk's recent political moves [12][13] - The flooding in Texas was exacerbated by delays in federal response, raising questions about government efficiency and accountability [8][10] - Musk's actions reflect a complex interplay between his business interests and political ambitions, as he navigates the challenges of establishing a new political identity [11][14]

Core Points - Tesla's CEO Elon Musk announced that the company will hold a shareholder vote regarding an investment in his AI company, xAI [1][2] - Musk confirmed that SpaceX is looking to invest $2 billion into xAI, pending board and shareholder approval [3] - xAI has previously leveraged its connections to Musk's businesses to attract investments, with a reported valuation of $50 billion after raising over $12 billion in funding [10] Investment Details - Musk stated that xAI raised over $12 billion during its Series A, B, and C funding rounds last year [10] - In March, xAI acquired X (formerly Twitter) in an all-stock deal, valuing xAI at $80 billion and X at $33 billion after accounting for $12 billion in debt [10] - Last month, Morgan Stanley reported that xAI raised $10 billion in debt and equity, with the proceeds aimed at developing xAI's data centers and Grok chatbot [11]

而在 Grok 引用的 64 个参考来源中，有 54 个都与马斯克有关。 外媒 TechCrunch 的测试进一步验证了这一现象。当被问及关于美国堕胎法案和移民政策的立场时，Grok 不仅在思维链中明确写道「正在搜索马斯克的看 法」，还直接引用了他在 X 上的相关发言。 什么样的 AI，才配被称为「地球上最聪明」？Grok 4 的答案或许是，在敏感问题上，先查查老板说了什么。 据 The Verge 报道，Grok 4 在回答关于以色列与巴勒斯坦冲突、美国移民政策、堕胎等敏感问题时，会优先联网查找马斯克本人的公开表态作为参考依 据。 这一行为是否出于系统设定，目前尚无定论。 大量 X 用户发布的实测结果也显示确实存在这一倾向，比如在数据科学家 Jeremy Howard 发布的一段视频中，Grok 在思维链中明确表示，正在考虑马斯 克的观点。 在回应中，只要观点有充分依据，就不应回避提出政治上不正确的主张。 向左更多内容 有开发者认为，这种行为未必是系统刻意设定的结果。程序员 Simon Willison 在 Grok 4 的系统提示词中发现了一些线索。 他指出，这可能只是模型在处理模糊问题时自动寻找「最安全 ...

Group 1 - The article discusses the uncertainty in international cooperation in the space sector due to the "America First" policy under the Trump administration, highlighting Musk's threat to cut off Starlink services to Ukraine [1][2] - Japan and the EU are set to collaborate on building a large-scale satellite network, aiming to launch multiple small communication satellites to reduce dependence on American companies like SpaceX [1][2] - The technology of deploying interconnected small satellites, known as "satellite constellations," is positioned as crucial for supporting digital transformation (DX) [1] Group 2 - The EU plans to construct a satellite constellation with over 290 satellites, while Japan aims to launch more than five satellites in the early 2030s, indicating a significant gap with the US and China [2] - The article mentions the potential issue of space debris due to the increasing number of satellites and discusses the possibility of Japan and the EU collaborating on this challenge [2] - The agreement includes the establishment of a "Defense Industry Dialogue" to strengthen supply chains and explore future collaboration in defense equipment development [2] Group 3 - The article notes that EU Commission President von der Leyen aims to discuss the advancement of a free trade area led by Japan and the EU [3] - Von der Leyen advocates for the creation of new trade rules based on the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP) [4] - The draft outcome document emphasizes the importance of adhering to international law to promote peace and prosperity in the Indo-Pacific region [4]

Group 1: Technology Sector Developments - Nvidia's stock price increased by 0.5% to $164.92, with a market capitalization of $4.02 trillion, leading to CEO Jensen Huang's net worth surpassing $144 billion, exceeding Warren Buffett's [2] - OpenAI has postponed the release of its first open-source AI model for further safety testing, with no new release date confirmed [3] - Kimi K2, a new AI model from Moonlight, has been released with 1 trillion parameters and has achieved state-of-the-art performance in various benchmarks [3] - Perplexity's CEO indicated plans to utilize Kimi K2 for further training based on its strong performance [4] - Alibaba's Qwen Chat has undergone a major update, enhancing its AI chat capabilities and introducing a desktop version [5] Group 2: Investment and Financial News - SpaceX has agreed to invest $2 billion in xAI, marking one of its largest external investments, which could lead to a company valuation of $200 billion [6] - Zhiyuan Robotics and Yushu Technology won a humanoid robot order worth approximately 124.05 million yuan, marking one of the largest orders in the domestic humanoid robot sector [7][8] - Meituan's daily order volume for instant retail has surpassed 150 million, with significant increases in rider earnings and order volume [10] - Manus has cleared its domestic official accounts and is focusing on core business development while relocating key personnel to Singapore [12] Group 3: Corporate Earnings and Projections - Nanya Technology reported a revenue increase in Q2, driven by AI applications and mobile upgrades, with expectations of price rebounds in the second half of the year [13] - North Chip Life Science is set for an IPO review on July 18, focusing on innovative medical devices for cardiovascular disease [14] - Fuda Alloy plans to acquire at least 51% of Guangda Electronics, expanding into conductive silver paste for solar energy applications [15] - Degu Technology is planning to acquire 100% of Haowei Technology, expanding its business into telecommunications software and AI solutions [16] - Lanke Technology expects a net profit increase of 85.5% to 102.36% for the first half of 2025, driven by strong demand in the AI sector [17] - Blue Lithium expects a net profit increase of 79.29% to 115.15% for the first half of 2025, with growth in lithium battery and LED chip businesses [18]

Elon Musk“At SpaceX, we specialize in converting things from impossible to late.” https://t.co/tbYr5Ti6dc ...

Group 1 - Musk announced that Tesla shareholders will vote on whether to invest in xAI following SpaceX's plan to invest $2 billion in xAI [1] - Musk previously asked X users if Tesla should invest $5 billion in xAI, indicating that the final decision is not solely his [1] - Tesla disclosed that xAI was a customer last year, resulting in expenditures of $188.3 million, primarily for the purchase of utility-scale energy storage batteries, Megapack [1]

Group 1 - The Shanghai Stock Exchange has officially implemented the guidelines for the Sci-Tech Innovation Growth Layer, allowing 32 unprofitable companies to enter this layer, with new unprofitable companies entering upon listing [1] - Analysts expect an increasing number of tech companies to join the Sci-Tech Innovation Board, expanding its coverage in the tech innovation sector and providing a broader market space for quality tech enterprises [1] - Nvidia is reportedly set to launch a "China-customized" AI chip, with CEO Jensen Huang scheduled to hold a media briefing in Beijing on July 16 [1] Group 2 - The upcoming fifth RISC-V China Summit is expected to accelerate the formation of the domestic open-source chip ecosystem, with RISC-V architecture projected to achieve a compound annual growth rate of over 40% in product shipments by 2030 [2] - The AI sector is anticipated to see significant catalytic events in the second half of the year, including the release of new models from DeepSeek and OpenAI, as well as Nvidia's new computing platform [2] - The technology growth sector is expected to remain a key investment theme for the year, driven by sustained high demand for computing power and accelerated AI applications [2] Group 3 - The AI investment trend is gaining momentum, particularly following Nvidia's market capitalization reaching 4 trillion, with the Huabao Sci-Tech Artificial Intelligence ETF seeing a significant increase in investment [3] - The Huabao ETF, which focuses on the domestic AI industry chain, has shown strong performance, indicating investor confidence in the sector's future [3] Group 4 - Domestic AI company DeepSeek has made significant advancements, breaking through overseas computing power barriers and establishing a strong foundation for local AI firms [5] - The Huabao Sci-Tech Artificial Intelligence ETF is well-positioned to benefit from the acceleration of AI integration in edge computing and software applications [5]

Group 1 - A Boeing 737 aircraft operated by WestJet Airlines experienced a small exhaust pipe fire while parked at Vancouver International Airport, leading to the evacuation of passengers without any reported injuries [2] - A Boeing 737-300 operated by Peace Airlines in Nigeria skidded off the runway during landing, but no damage occurred and all passengers were safe [3] Group 2 - The Shanghai Stock Exchange officially released new rules for the Sci-Tech Innovation Board, detailing the criteria for recognizing qualified institutional investors [5] - The new guidelines include standards based on investment experience, compliance operations, investment duration, shareholding scale, and independence [5] Group 3 - SpaceX has agreed to invest $2 billion in xAI, an artificial intelligence startup founded by Elon Musk, marking one of SpaceX's largest external investments [6] Group 4 - Meituan's instant retail service reached a record high of 150 million orders, with an average delivery time of 34 minutes [21][22] Group 5 - This week, a total of 42 companies will have their restricted shares released, with a total market value exceeding 26 billion yuan, led by Tianyue Advanced, Maiwei Biology-U, and Baoli Food [23][24] - Two new stocks are set to be issued this week, with a total of approximately 90.73 million shares and expected fundraising of 1.236 billion yuan [26][27]