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And today, President Trump unveiling a trade framework with Vietnam. Joining us now is US Agriculture Secretary Brooke Rollins. Madam Secretary, thank you for joining us on on the big beautiful bill.The Farm Bureau came out in in support. I know there's there's a lot to like in it for farmers, crop insurance, expensing of farm equipment, but it also does cut the SNAP food stamps program, federal program. So, how does it all net out for agriculture.First of all, thanks so much for having me back. It's it's g ...

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2021年，在七国集团（G7）和经合组织（OECD）主导下，各国就国际企业税收规则改革达成妥协。旧 有双边税收协定网络未能避免双重征税，反而常导致双重不征税局面，企业轻易利用漏洞假装利润是在 低税或零税的司法管辖区获得的。"税基侵蚀与利润转移"（BEPS）改革努力的最终落地，在很大程度 上归功于特朗普首任财长史蒂文·姆努钦（Steven Mnuchin），新规则允许各国对在其辖区运营但在其他 地区税负不足的企业征税。 向美国让步或许并非明智选择：毕竟这证明"胁迫"有效，而特朗普政府的承诺可信度存疑。美国财政部 虽向他国保证，将"与国际方案并行"解决国内"实质性"利润转移风险，但该承诺如何落实与执行仍不明 朗。 美国总统特朗普对旧有全球经济秩序的冲击，从贸易领域蔓延至其他战场只是时间问题。就在其"解放 日"关税日程下周即将生效之际，第二战场的首次交锋——围绕税收规则的冲突——已经发生。 美国税权至上主义爆发，G7被迫接受豁免条款 然而，让其他国家获得对美国企业利润的征税权，显然无法让特朗普满意。坚持美国税收主权、反对他 国治外法权，是华盛顿两党的共识。鉴于特朗普的好斗风格，冲突必然激化，问题在于其他国家如何应 ...

证券研究报告 | 金融工程 gszqdatemark 2025 07 01 年 月 日 量化分析报告 "薪火"量化分析系列研究（五） 如何利用 DeepSeek 辅助降低跟踪误差 研究背景：证监会于近期发布了《推动公募基金高质量发展行动方案》，基 金管理者未来或将更加重视基准，锚定基准创造超额收益。本篇报告结合 上述热点话题，探索 DeepSeek 能否辅助基金管理者降低产品相对于基准 的跟踪误差。具体地，本报告首先利用 DeepSeek 的联网搜索、深度思考 功能给出降低跟踪误差的方案，接着按照其给出的方案，要求 DeepSeek 设计策略落地方法及组合构建代码，展示对应方案下组合的改进效果。 方案①：核心卫星化，增加基准成份股权重 DeepSeek 给出的最容易实现降低跟踪误差的方法为核心卫星化：拿出部 分仓位直接配置基准指数，剩余仓位进行主动管理。针对核心卫星化方案， DeepSeek 给出了通过网格搜索法获得最优参数、构建组合的代码。此外， 针对基准指数成份股太多、较难完全复制的问题，DeepSeek 进一步给出 了基准指数替代组合的构建方法。 方案②：行业中性化，专注于选股打败行业指数 作者 分析师 ...

Core Insights - AIM ImmunoTech Inc. presented its drug Ampligen at the U.S.-Poland Science and Technology Symposium 2025, highlighting its potential in immunotherapy [1][2] - Dr. Pawel Kalinski emphasized the importance of public-private partnerships in advancing cancer research and treatment development [2][4] - The conference focused on "Opportunities in Singularity," showcasing collaboration between various institutions and organizations [3] Company Overview - AIM ImmunoTech Inc. is an immuno-pharma company dedicated to developing therapeutics for cancers, immune disorders, and viral diseases, including COVID-19 [5] - Ampligen, the company's lead product, is a first-in-class investigational drug that acts as a dsRNA and TLR3 agonist with broad-spectrum activity in clinical trials [5] Future Initiatives - The CEO of AIM stated the goal of establishing clinical partnerships and licensing agreements in Europe, particularly in Poland, to enhance cancer research [4]

Core Insights - PharmaTher Holdings Ltd. aims to become a global leader in ketamine-based pharmaceuticals, with a clear strategy for regulatory approval and international expansion [1][3] Regulatory Milestones - The FDA has set an approval goal date of August 9, 2025, which is a significant milestone for the company, potentially unlocking a multi-billion-dollar market opportunity [3][7] - The current global market for ketamine is valued at $750 million and is projected to grow at a CAGR of 16.4%, reaching approximately $3.42 billion by 2034 [3] Financial Position - The company is fully funded for all planned operations leading up to the FDA approval goal date and the initial U.S. commercial launch of its ketamine product [5][7] - PharmaTher has no plans for new equity or debt financing before the FDA approval date, indicating confidence in its current financial position [6][7] Commercial Strategy - The manufacturing of the ketamine product is based in the U.S., ensuring supply chain security and quality control [7][8] - PharmaTher is preparing for international regulatory submissions in Europe, the UK, Canada, Japan, and the APAC regions, expected to begin in the second half of 2025 [7][8] Expansion and Innovation - The company is exploring new therapeutic applications for ketamine, inspired by bipartisan support for psychedelic-assisted therapies [9] - PharmaTher aims to broaden its clinical pipeline, focusing on indications such as Parkinson's disease, ALS, and CRPS, as well as novel delivery systems [7][9] Leadership Vision - The CEO emphasizes the upcoming FDA approval goal date as a critical starting point for global expansion and new therapeutic indications [10]

Psychedelic Medicine - Psychedelic medicine 行业关注 psilocybin（一种迷幻蘑菇中的活性成分）的潜力，这得益于最近的一项研究 [1] - Ibogaine（一种从非洲灌木 Iboga 中提取的物质）也被 Psychedelic medicine 行业关注，因为各州正在努力批准相关药物 [1]

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Velodrome enables native cross-chain swaps for its DEX ecosystem on Optimism Superchain https://t.co/e9d0KFm4jD ...