【趋势强度】 2025 年 7 月 11 日 生猪：现货情绪转弱，期现背离 | 周小球 | 投资咨询从业资格号：Z0001891 | zhouxiaoqiu@gtht.com | | --- | --- | --- | | 吴昊 | 投资咨询从业资格号：Z0018592 | wuhao8@gtht.com | | 【基本面跟踪】 | | | 生猪基本面数据 | | | 单 位 | 价 格 | | 同 | 比 | | --- | --- | --- | --- | --- | --- | --- | | 价 格 | 河南现货 | 元/吨 | 14880 | | -150 | | | | 四川现货 | 元/吨 | 14450 | | 0 | | | | 广东现货 | 元/吨 | 16540 | | 0 | | | 期 货 | | 单 位 | 价 格 | | 同 比 | | | | 生猪2509 | 元/吨 | 14375 | | 110 | | | | 生猪2511 | 元/吨 | 13695 | | 95 | | | | 生猪2601 | 元/吨 | 13775 | | 100 | | | | | 单 位 | ...

她投资的公司改变了数千万人的生活方式：Chime让美国人重新定义银行体验，Warby Parker颠覆了眼 镜行业的传统玩法，Dollar Shave Club用一个病毒视频撬动了整个剃须刀市场。 但现在，这位硅谷顶级投资人柯尔斯顿·格林正在思考一个更大的问题：AI正在重写所有消费产品的底 层逻辑。 作为Forerunner Ventures的创始合伙人，柯尔斯顿·格林以精准捕捉消费趋势著称。 从2010年成立至今，她的基金专注于投资那些能够重新定义消费者体验的公司，总回报超过10倍。 在她看来，那些最成功的消费品牌都有一个共同点：它们不是在现有产品上简单叠加功能，而是从根本 上重新思考用户需求。 如今，AI热潮席卷全球，ChatGPT日活用户数以亿计，但消费级AI产品的真正爆发似乎仍在酝酿中。作 为见证了移动互联网和社交媒体两次平台级变革的资深投资人，柯尔斯顿·格林认为我们正处在比这两 次变革更加深刻的转折点上——从注意力经济转向关系经济，从功能导向转向情感连接。 在这次深度对话中，她分享了对AI消费产品未来的预判，揭示了那些即将被重塑的商业模式，以及为 什么在这个"混乱的创意阶段"，抢先一步的价值前所未有 ...

有色金属日报 2025-7-11 五矿期货早报 | 有色金属 铜 有色金属小组 吴坤金 从业资格号：F3036210 交易咨询号：Z0015924 0755-23375135 wukj1@wkqh.cn 曾宇轲 从业资格号：F03121027 0755-23375139 zengyuke@wkqh.cn 张世骄 从业资格号：F03120988 0755-23375122 zhangsj3@wkqh.cn 王梓铧 从业资格号：F03130785 0755-23375132 wangzh7@wkqh.cn 刘显杰 从业资格号：F03130746 0755-23375125 liuxianjie@wkqh.cn 陈逸 从业资格号：F03137504 0755-23375125 cheny40@wkqh.cn 国内商品氛围较为高涨，铜价在美国征收高关税预期下震荡运行，昨日伦铜收涨 0.23%至 9682 美元 /吨，沪铜主力合约收至 78590 元/吨。产业层面，昨日 LME 库存增加 975 至 108100 吨，注销仓单比 例提高至 37.9%，Cash/3M 升水收缩至零附近。国内方面，精炼铜社会库存量环比周一 ...

7月7日至11日，顾家家居全国购物中心816全民顾家日启动大会暨财富招商大会，在杭州主会场成功举 行，呼和浩特、成都分会场同步联动。本次大会深度聚焦购物中心渠道战略转型，通过趋势洞察、产品 革新、模式验证及生态赋能四大维度，为全国购物中心意向商与老商绘制清晰增长路径。 当前家居行业正经历深刻重构。传统卖场面临同质化竞争加剧等挑战，而购物中心凭借其"高频带低 频"的天然场景优势，成为撬动新增量的黄金入口。会上，顾家家居中国营销事业本部执行总经理林春 旺在主题演讲中指出："短期业绩不代表未来，核心在于能否抓住渠道变革的战略机遇。" 据悉，本次会议以"赢战新模式·打出新态势"为行动纲领，汇集全国200+家经销商代表，通过可复制的 商业模式验证、差异化产品矩阵及全域流量解决方案，为合作伙伴开辟第二增长曲线。 一、趋势定锚：解码消费变革，重塑渠道价值 大会首日，顾家购物中心举办了家居行业高定私享沙龙，其以"店态参观+行业趋势峰会"为核心，特邀 知名趋势营销专家肖明超、小红书家居行业平台专家烟幕，以及顾家家居用户洞察及场景力赋能负责人 尤珍等嘉宾分享家居趋势与用户洞察。活动聚焦行业前沿资源整合，参与者沉浸式体验购物中心最 ...

N 多头 v 空头 ~ 多头 w 空头 58.29% 41.71% 49.68% 50.32% 美元/瑞郎 美元/加元 w 空头 N 多头 v、空头 ~多头 85% 15% 55.13% 44.87% 纽元/美元 英镑/美元 N 多头 v 空头 N 多头 w 空头 56.05% 43.95% 40.6% 59.4% 英镑/瑞郎 英镑/日元 ~多头 w 空头 ~ 多头 v 空头 57.76% 13.81% 42.24% 86.19% t 176 欧元/美元 欧元/日元 v 空头 v 空头 N 多头 N 多头 30.36% 39.6% 60.4% 69.64% 欧元/英镑 欧元/瑞郎 N. N. Da N 多头 v 空头 ~ 多头 w 空头 17.71% 22.87% 77.13% 82.29% 欧元/澳元 澳元/美元 N 客斗 v 容易 y 名业 v 33 " 2 " TH 4 2 V 1.1 > 53.67% 46.33% 40.9% 59.1% 澳元/日元 N 多头 v 空头 46.94% 53.06% 金十图示：2025年07月11日（周五）投机情绪指数 @ JIN10.COM 金十数据 | 一个交易工具 ...

Group 1 - The article discusses how attachment styles formed in childhood influence adult intimate relationships, leading to repeated patterns of anxiety, fear, or detachment [1][2] - It identifies four main attachment styles: secure, anxious, avoidant, and disorganized, each with distinct emotional needs and behaviors in relationships [2][5] - The article emphasizes the importance of recognizing and addressing these attachment styles to improve communication and emotional support in relationships [5][10] Group 2 - The article provides a self-assessment tool to help individuals identify their attachment style through specific questions and scoring [3][4] - It outlines a four-step method to transition from being emotionally reactive to creating a safe emotional environment in relationships [6][10] - Practical exercises are suggested for each attachment style to foster self-awareness and emotional regulation, such as using sensory grounding techniques for anxious individuals and writing emotional diaries for avoidant individuals [10][12][13]

Group 1 - The market showed positive performance on July 10, stabilizing above 3500 points, with a potential recovery towards the previous high of 3674 points [1] - Trading volume was relatively high, nearing 1.5 trillion, with over 3000 stocks rising at one point, although the average stock price experienced a slight decline [1] - The outlook for the market is optimistic, with an increased probability of a main upward trend, indicating that significant capital continues to flow into major stocks above 3500 points [1] Group 2 - There are short-term concerns due to the existing high point structure on the 60-minute chart, which requires monitoring of the next day's price action [2] - If the market does not rise, there may be a short-term adjustment, but it is expected to be minor, with potential for further upward movement after a brief consolidation [2]

Core Viewpoint - The Federal Reserve's Daly indicates that while consumer spending is slowing down, it has not completely halted [1] Group 1 - Consumer spending is experiencing a deceleration, suggesting a shift in economic behavior [1] - Despite the slowdown, consumers continue to engage in spending activities, indicating resilience in the economy [1]

一、证监会调整了IPO发行节奏，IPO又开始加速了。截至今天收盘，估计很多人都选择了银行股。其实这没啥丢人的，古话说得好，"识时务者为俊杰"。 既然打不过，那最好的办法就是加入。毕竟，谁也不知道这波大盘会涨到哪儿。 三、科技目前表现的低迷是因为银行的红利模式主导。 等这种情形不再成为市场主流时，估计就轮到了科技为代表的成长风格，我觉得未来真正能够出现赚钱效应的，还是要看科技股的表现，科技同时也代表成 长。 在如今科技浪潮下，牛市行情科技怎么能缺席呢。无论是券商还是科技，基本上都整理了很长时间，目前的位置都相对较低，是银行将指数拉出空间之后， 很好的上场表演。 接下来，只要还是指数行情，银行股就还会涨，直到出现一个阶段性拐点。这个拐点可能是指数急跌，也可能是龙头倒下，或者是行情换挡。在这个拐点没 出现之前，市场大概率还会延续这种走势。如果非让我对指数做一个预期的话，至少现在这里还不是顶。从周线和月线来看，指数还有上行空间。短期即便 有调整，从指数的角度来看，机会还是大于风险的。 二、最近的港股涨的没A股市场猛，或许是因为IPO吧。 遥想前段时间港股还意气风发，转眼间却被密集的新股发行压弯了腰。这种似曾相识的场景 ...

Group 1 - The upcoming disclosure of mid-year reports by listed companies is expected to become a mainstream market focus, with Zhongyan Chemical set to report on July 15 [1] - Companies with significantly better-than-expected performance, such as Huayin Power with a projected increase of over 40 times in earnings, have seen substantial stock price increases, with a 76.72% rise in July [1] - Investors are advised to focus on companies with sustained earnings growth during the mid-year report season, particularly in sectors like artificial intelligence, biomedicine, machinery, and Huawei's supply chain [1] Group 2 - Investors should pay attention to companies with large absolute net profit increases, while also considering the sustainability of future earnings growth and valuation levels [2] - The market is expected to maintain a slow bull trend in the second half of the year, with a focus on blue-chip stocks in banking, non-bank financials, and high-dividend sectors [2] - Investment strategies should consider three main lines: sectors with mid-year report highlights like gold and technology hardware, high-growth opportunities less affected by economic cycles such as the AI industry, and industries that have achieved supply-side clearing in a mild recovery environment [2]