7月2日，公安部网安局公布8起涉民生领域网络谣言典型案例，其中包括上海一男子陈某为博眼球吸 粉，编造 "工行假金条"谣言被依法追责。 值得注意的是，此前引发关注的 "金条疑似有杂质"投诉客户与编造谣言被抓的陈某非同一人。 公安部通报： 男子编造 "工行假金条" 谣言被追责 据公告显示，上海公安网安部门查明，陈某为46岁男性，为博取关注、吸粉引流，在某短视频平台发布 内容为"工行假金条，官方发通告！假作真时真亦假，无为有处有还无！"的谣言信息，误导大量网民关 注和讨论，对相关单位正常经营产生影响。目前陈某已被依法追究相应法律责任。公安机关提醒，网络 不是法外之地，谨言慎行要牢记。对网上各类"博眼球"信息，广大网民要加强鉴别、识别，关注权威发 布信息，做到不造谣、不传谣、不信谣。 视频截图 据此前报道，今年5月，有网友在社交平台爆料称，其朋友在工行购买金条后，熔金时发现熔出来的物 质疑似非纯金。在有关聊天记录中，提到了工行上海南翔支行。爆料人称，该金条是在金店当场操作熔 的，在此之前去银行提货，打算熔掉换首饰。金条的编号、logo俱全，编号和银行单子对得上。 随后，中国工商银行股份有限公司上海市嘉定支行发布情况说 ...

Core Viewpoint - Wall Street analyst Dan Ives of Wedbush maintains a bullish outlook on Microsoft, raising the price target from $515 to $600, suggesting a potential gain of over 22% [1][2] Group 1: Market Position and Growth Potential - Microsoft is projected to reach a $5 trillion market cap within the next 18 months, requiring a 39% increase from its current value of approximately $667 [2] - The company's leadership in artificial intelligence (AI) and cloud computing is expected to drive this valuation, with retail investors potentially justifying a premium for shares [3] - Ives describes Microsoft as being in the early stages of an "AI Revolution," which is anticipated to reshape enterprise technology over the next decade, particularly through its Azure cloud platform [4] Group 2: Financial Performance and Projections - Azure revenue grew by 33% year-over-year, indicating strong growth potential as businesses increasingly integrate AI into their operations [5] - Ives estimates that around $1 trillion in enterprise and government IT budgets will shift towards cloud and AI infrastructure over the next three years, with Microsoft positioned to capture a significant share of this spending [5] Group 3: Strategic Partnerships and Risks - Microsoft has invested over $13 billion in OpenAI, integrating its GPT models into Azure and productivity tools, which are expected to generate new revenue streams [7] - However, there are concerns regarding the durability of the partnership due to disagreements over intellectual property and revenue sharing [8] Group 4: Competitive Landscape and Valuation Concerns - Competitors like Amazon and Alphabet are attempting to challenge Azure's growth, which could impact Microsoft's stock valuation [9] - Currently, Microsoft trades at approximately 38 times forward earnings, a premium compared to its 10-year historical average of around 24 times [9] - While the premium is justified by the potential for AI-driven revenue growth, any slowdown in growth could affect the stock price sustainability [10] Group 5: Stock Performance and Technical Analysis - The 12-month stock price forecast for Microsoft is $521.14, indicating a 5.91% upside based on 33 analyst ratings [11] - The stock has struggled to break above its all-time high near $450, suggesting a possible consolidation phase [12] - If the stock cannot maintain support in the $430–$440 range, a pullback towards the 50-day moving average around $420 may occur [12]

在智能手机市场的激烈竞争中，小米数字系列旗舰机凭借创新设计与前沿功能，始终保持着高关注度。 今年9月，小米16系列与iPhone 17系列的发布时间仅相隔数周，一场旗舰机的巅峰对决即将上演。 屏幕方面，小米16 Pro将提供6.3寸和6.8寸两种选择，均采用全新的横向大矩阵镜框设计，占据机身约 三分之一的面积，极具辨识度。 相比之下，6.3寸标准版则延续了经典设计风格。 有趣的是，今年iPhone 17 Pro也将采用6.3寸屏，iPhone 17 Pro Max为6.9寸屏，同样取消了浴霸镜框，转 而采用横向大矩阵设计。 尽管小米16 Pro与iPhone 17 Pro在设计上相似，但小米16 Pro在细节处理上更胜一筹，颜值更高，而且价 格也更具优势。 据可靠消息，小米16系列将推出4款机型，全面覆盖不同用户需求。 其中，最受瞩目的当属6.3寸版小米16 Pro。 它将全球首发第二代骁龙8至尊版芯片，基于台积电3nm制程工艺，搭载第二代自研Oryon CPU架构， 并配备16MB独立GPU缓存，无论是运行大型游戏还是多任务处理，都能带来流畅体验。 这款全新操作系统采用液体玻璃设计语言，拥有大量3D特效，界 ...

Financial Performance & Growth - Targeted long-term EPS growth of 6%-8% and dividend yield of ~4%[8] - The company forecasts a solid rate base CAGR of ~8% through 2029 off of the 2023 base[8] - Transmission investments are expected to contribute 55% of total AEP earnings in 2025[53] - The company's regulated earned ROE was 93% as of twelve months ended March 31 2025[96] Capital Investments & Financing - The company has a $54 billion base capital plan through 2029 with potential for up to $10 billion of incremental investments[15] - Approximately 85% of the capital plan is being recovered through reduced lag mechanisms[39] - The company completed all anticipated equity needs through a $23 billion equity sale and an expected $282 billion minority interest transmission transaction close[19] - $34 billion or 63% of the capital is allocated to wires and $14 billion or 26% is allocated to regulated new generation including renewables[43, 44] Load Growth & Regulatory Successes - The company anticipates 20+ GW of load growth through the end of the decade, driven by data center and industrial demand[15] - Annual retail load growth of 8%-9% is expected in the 2025-2027 forecast period, adding more than 52 million MWh to retail sales[29] - PJM awarded AEP affiliates with $17 billion in transmission upgrades incremental to the $54 billion base plan[25]

Group 1: BlackSky Technology - BlackSky Technology Inc. has seen a 21% increase in share price due to a $24 million contract with the National Geospatial-Intelligence Agency, which is part of a larger potential business opportunity [4][6] - The company is expanding its satellite project to enhance its high-frequency monitoring capabilities, with initial launches expected in 2027 [5] - BlackSky's subscription-based geospatial intelligence service has a backlog exceeding $350 million and year-over-year sales growth over 20%, although it continues to face quarterly losses [6] Group 2: Core Scientific - Core Scientific Inc. shares surged approximately 49% following renewed acquisition talks with AI hyperscaler CoreWeave, which previously made an unsolicited offer of $5.75 per share in 2024 [7][8] - The company's market capitalization has surpassed $5 billion, indicating strong investor interest and potential for a premium acquisition offer [8] - Core Scientific has established multiple agreements with CoreWeave, enhancing its infrastructure capabilities despite the previous failed acquisition attempt [9] Group 3: Ambarella - Ambarella Inc. experienced a rally amid speculation of a potential sale, although this remains unconfirmed [11] - The company's Edge AI system-on-a-chip solutions are gaining traction in the market, which could support its recovery following a challenging 2024 [12] - Analysts have a consensus rating of eight Buys and four Holds for Ambarella, with a price target suggesting a 28% upside potential [12]

Core Points - CVW CleanTech Inc. announced that shareholders approved key resolutions at the annual general and special meeting, including an Industry Classification Change, Name Change, and an Equity Incentive Plan [1][2][4] Industry Classification Change - The Company received shareholder approval to change its listing status from a "technology issuer" to an "investment issuer," which has been finalized by the TSX Venture Exchange [2][3] - This change will provide the Company with greater flexibility in structuring investments and streamline regulatory approvals for future transactions, supporting its royalty diversification strategy [3] Name Change - Shareholders approved a resolution to change the Company's legal name to "CVW Sustainable Royalties Inc." The change is expected to take effect shortly, with the ticker symbol remaining unchanged [4][6] Equity Incentive Plan - The Company adopted a 10% rolling equity incentive plan, which was approved by shareholders. Details of the plan can be found in the Management Information Circular [5]

尽管银矿产量稳中有增，但回收供应增长有限，全球供应紧张状况短期内难以明显改善，支撑价格进一 步走高。 MHMarkets迈汇分析认为，铂金2025年上半年价格飙升近30%，创十年来新高，主要受到供应紧缩驱 动： MHMarkets迈汇观察到，全球贵金属市场正步入一轮结构性上行周期。根据世界银行最新发布的报告， 在地缘风险升温、货币政策模糊及避险需求增强的背景下，黄金、白银与铂金在2025至2026年料将持续 强势，贵金属资产正重新成为机构与个人投资者配置的核心选项。 MHMarkets迈汇持续关注市场动态，2025年上半年黄金价格累计上涨近25%，展现出全球资金对避险资 产的高度青睐。世界银行预计，黄金2025年全年涨幅将达到35%，创下历史年度均价新高。虽然2026年 或将小幅回落，但均价仍远高于2015–2019年平均水平，涨幅达150%。 MHMarkets迈汇分析认为，黄金ETF在2025年第一季度录得自2022年以来最大净流入，各国央行也持续 购金，反映出储备结构多元化的长期趋势，为金价构筑坚实底部。 迈汇认为，全球政治不确定性与央行政策博弈将继续构成金价中长期上涨的主要推力，风险仍偏向上 行。 2 ...

新浪科技讯 7月2日晚间消息，今日2025全球数字经济大会在北京开幕。在数字技术投资与跨境协同创 新专题论坛上，业内首个AI善治联合体"人本智能发展与治理倡议"（以下简称"人本智能倡议"）迎来成 员单位扩容。新成员包括百度、MiniMax、浪潮信息、慧与科技、北电数智、网易有道、西门子（中 国）等科技企业，涵盖大模型、具身智能、算力基础设施及智慧养老、AI医疗等人工智能技术与应用 的关键领域。 "人本智能倡议"由财新智库、ESG30、联合国工发组织投资和技术促进办公室（中国·北京）、上海交 通大学人工智能研究院、联想集团、腾讯研究院于去年11月联合发起。随着新成员加入，截至目前倡议 已凝聚近50家企业和机构，覆盖技术研发、应用落地与伦理治理等全链条。 2025全球数字经济大会首次携手联合国开发计划署达成联合主办合作，举办新技术新产品新方案"首发 首秀"活动，围绕人工智能、数字安全等举办46场专题论坛。作为"人本智能倡议"的联合发起方，联想 集团也是践行"人本智能"理念的企业代表。 联想集团副总裁、全球电脑与智能设备首席质量官王会文表示，为了让人工智能真正赋能千行百业、走 进千家万户，需大力发展混合式人工智能， ...

二季度港股定价权有何变化 [Table_Authors] 吴信坤(分析师) 策 略 研 究 本报告导读： 二季度以来，南向资金继续流入港股，其港股持股市值占比随之创下历史新高。 投资要点： 风险提示：资金数据为估算值。 | | 021-38676666 | | --- | --- | | 登记编号 | S0880525040061 | | | 陈菲(分析师) | | | 021-38676666 | | 登记编号 | S0880525040127 | 海 外 策 略 研 究 证 券 研 究 报 告 请务必阅读正文之后的免责条款部分 策略研究 /[Table_Date] 2025.07.02 [Table_Summary] 二季度以来，南向资金继续流入港股，Q2 累计净流入 2925 亿港元， 南向在港股中的持股市值占比随之创下历史新高，港股通持股金额 占比由 Q1 末的 19.0%升至 Q2 末的 20.7%，与此同时外资占比从 62.8%降至 60.4%。 分行业看，存量视角下外资在港股大部分细分行业仍占据主导地位。 但伴随南向流入，消费者服务、家庭用品、汽车、商业服务、耐用 消费、生物制药、医疗设备服务、 ...

日前，中国人民银行印发《贵金属和宝石从业机构反洗钱和反恐怖融资管理办法》（下称《办法》）， 自8月1日起，中国境内依法从事贵金属和宝石现货交易的交易商（下称"从业机构"），开展人民币10万 元以上（含10万元）或者等值外币现金交易的，应当根据《办法》规定履行反洗钱义务。客户单笔或者 日累计金额人民币10万元以上（含10万元）或者等值外币现金交易，从业机构应当勤勉尽责，遵循"了 解你的客户"原则，根据客户特征和交易活动的性质、洗钱风险状况，开展客户尽职调查。受访专家表 示，这将有助于遏制金融犯罪向非金融领域蔓延，对于普通消费者正常买金无实质阻碍。 早在2017年9月，人民银行就曾发布《关于加强贵金属交易场所反洗钱和反恐怖融资工作的通知》，将 需要向中国反洗钱监测分析中心报送大额交易报告的情形定为"单日单笔现金交易5万元或外币等值1万 美元"。本次《办法》中，将提交大额报告的起点金额由5万元提升至10万元。 与今年4月30日人民银行发布的《贵金属和宝石从业机构反洗钱和反恐怖融资管理办法（征求意见 稿）》相比，《办法》将"贵金属开采企业"排除在从业机构范围之外，与《反洗钱法》保持一致。 《办法》明确，贵金属是指黄金 ...