Core Viewpoint - The A-share market is experiencing weak fluctuations, with the Shanghai Composite Index down by 0.33%, the Shenzhen Component down by 0.45%, and the ChiNext down by 0.15% as of June 12. Despite a slight easing in US-China trade relations, the market is expected to remain volatile, with rapid rotation of investment themes [1]. Market Performance - The quantum technology sector saw gains, with stocks like Geer Software and Jida Zhengyuan hitting the daily limit. The oil and gas sector also rose, with Zhun Oil shares reaching the daily limit. AI glasses concepts gained strength, with stocks like Biyi shares hitting the daily limit. Conversely, sectors such as port shipping, aquaculture, insurance, and military industries experienced significant declines [1]. Sector Highlights 1. **Oil and Gas Sector** - The oil and gas sector experienced a rally, with Zhun Oil shares hitting the daily limit. Other stocks like Potential Hengxin and Keli shares also saw increases. This surge is attributed to escalating tensions in the Middle East, with WTI crude oil futures rising by 5.2% to over $68 per barrel, marking the largest increase since October of the previous year [1]. 2. **AI Glasses Concept** - Stocks related to AI glasses showed strong performance, with Biyi shares hitting the daily limit. The market for smart glasses is reportedly experiencing explosive growth, with sales volume increasing over eightfold year-on-year, driven by advancements in AI models and augmented reality technology [3]. Institutional Insights 1. **Galaxy Securities** - Galaxy Securities suggests that the market may maintain a fluctuating upward trend, with a focus on the pace of policy implementation and external influences. The current period is characterized by a lack of earnings reports from A-share companies, and investors should pay attention to the changing external environment [4]. 2. **Huashan Securities** - Huashan Securities indicates that positive factors are accumulating in the market, with a favorable external environment. Small-cap stocks are showing strong performance, particularly in new consumer products and innovative pharmaceuticals, outperforming mid and large-cap stocks [5][6]. 3. **Oriental Securities** - Oriental Securities emphasizes that despite the easing of US-China trade tensions, the market is likely to remain volatile. Investors are advised to adopt a rotation strategy to capture hot sectors and to seek out low-priced stocks for potential investment [7].

Core Viewpoint - The quantum technology sector is experiencing a strong upward trend, with companies like Jida Zhengyuan and Geer Software hitting their daily price limits, indicating significant investor interest and market momentum [1] Group 1: Market Performance - Quantum technology stocks showed strong performance in early trading, with Jida Zhengyuan and Geer Software both reaching their daily limit up [1] - Other companies in the sector, such as Keda Guokuan, Shenzhou Information, Dahua Intelligent, and Guodun Quantum, also experienced price increases, reflecting a broader market enthusiasm for quantum technology [1] Group 2: Industry Developments - On June 11, during the VivaTech 2025 event, NVIDIA CEO Jensen Huang stated that quantum computing is at a turning point, suggesting a pivotal moment for the industry [1] - NVIDIA plans to collaborate with various quantum computing companies worldwide, indicating a strategic move to enhance its position in the quantum technology landscape [1]

该研究创新性地融合传统与非传统光子阻塞机制，首次提出"通用光子阻塞"新概念，在量子光学领 域取得突破，为制备高纯度、高亮度的理想单光子源提供了更具潜力的新方案。 在非经典光场中，反聚束光子效应尤为关键——该效应表现为光子倾向于以单粒子形式而非成簇出 现，这种特性使其成为量子信息处理、精密测量等前沿领域的核心资源。如何高效实现反聚束光子效 应，一直是国际量子光学研究的热点。 原标题：制备理想单光子源有了新方法 记者6月10日从上饶师范学院获悉，该校应用光学技术江西省重点实验室光量子传感方向（量子信 息交叉研究中心）副教授周彦辉团队联合东北师范大学物理学院副教授沈宏志、杭州师范大学物理学院 教授杨垂平，在《物理评论快报》在线发表了相关研究论文。 "'通用光子阻塞'的核心突破在于打破了单一技术路径的限制。"周彦辉解释，"这就像设计了一个更 智能的光子'交通关卡'。"研究团队巧妙地将两种现有光子阻塞机制的优势相结合，构建出全新的"通用 光子阻塞"理论框架。相较于单一机制，"通用光子阻塞"展现出更好的光子反聚束效果，能更有效地抑 制多光子同时发射，确保每次主要发射一个光子。 该研究的核心价值在于其强大的应用潜力。"通用 ...

Group 1 - The article emphasizes the importance of deepening the integration of the digital economy with the real economy to create a strong driving force for high-quality development [1] - Guangzhou is implementing the "Guangzhou Smart Innovation Plan" to promote digital industrialization and industrial digitalization, aiming to build a modern industrial system [3] - The collaboration between Guangzhou and major telecommunications companies like China Telecom and China Unicom is highlighted as a foundation for advancing information and digitalization efforts [3] Group 2 - The leaders of the telecommunications companies express gratitude for Guangzhou's support and recognize the city as a key area for strategic development within the Guangdong-Hong Kong-Macao Greater Bay Area [4] - The companies plan to accelerate the integration of digital technologies and enhance cooperation in areas such as new infrastructure, quantum communication, and smart cities to support Guangzhou's high-quality economic development [4] - The article mentions the commitment of local government to provide quality services to enterprises, supporting their growth and innovation [3][4]

今年以来，随着新技术、新产业、新业态快速发展，先进制造、信息技术、服务消费等重点领域的一批 企业，在"向新""向智"进阶提速中，释放岗位新需求、拓展就业新空间。 广纳AI等领域人才，培塑竞争新优势 北京海淀区，百度大厦。近日，包含社招员工、校招员工和实习员工等在内的120名新员工在这里集中 参加了百度新一期入职培训。 "我们已开放3000多个暑期实习机会，供在校生申请。希望能够招聘到包括机器学习、自然语言处理、 大模型算法以及前后端开发、AI产品经理等领域的人才。"百度校园招聘经理刘帅表示，未来三年将向 高校毕业生开放2.1万个实习岗位。 今年以来，人工智能、量子科技等领域招聘需求旺盛，企业争相吸纳算法、机器学习等方面的人才。 不久前，腾讯宣布启动新的就业计划——三年内将新增2.8万个实习岗位，其中，2025年将引进1万名校 招实习生，并加大转化录用。 就业，一头连着经济冷暖，一头连着万家灯火。 "截至3月初，腾讯共有正式员工超55000人，其中科技类人才超40000人。公司各项业务已全面拥抱AI， 因此在招聘中持续强化对青年人才的前瞻性储备。"腾讯全球招聘负责人罗海波介绍，今年开放的校招 岗位中，人工智能、 ...

网络文明是新形势下社会文明的重要内容，是建设网络强国的重要领域。安徽省合肥市积极自觉落实网 络强国战略，大力培育和践行社会主义核心价值观，传播文明理念，培育文明风尚，共建网上美好精神 家园。 凝心铸魂，强化思想引领 加强党的创新理论网上传播。"理响合肥"全媒体宣讲团积极探索网上联动发声、矩阵传播，入选全国基 层理论宣讲先进集体。合肥创办安徽首个市级融媒体原创网评栏目"皖中评"，5年累计发表文章2700余 篇，阅读量超过2亿次，20多篇作品全网推送。 精心做好网上重大主题宣传，打造"现象级"传播产品。合肥紧紧围绕党中央决策部署，深入宣传安徽加 快打造"三地一区"的生动实践，策划新质生产力、长三角一体化、世界制造业大会、国际新能源汽车展 览会、量子科技和产业大会等重大主题宣传，市级媒体每年开设专题专栏超200个、融媒体传播量超10 亿次，一批作品全网传播量超5000万次。 守正创新，传播文明理念 积极打造网络文明宣介平台，巩固壮大网络文化阵地。"合肥通"入选全国报业技术赋能媒体融合优秀案 例，《图个明白》融合传播创意产品入选中国报业深度融合发展创新案例。合肥坚持以直播赋能传播， 持续打造"创新之都·罍街直播间"和 ...

Group 1 - The core viewpoint of the news is the signing of the "Yangtze River Delta - Yangtze Economic Belt Collaborative Technology Innovation Leading New Quality Productivity Development Cooperation Framework Agreement" by the technology departments of 11 provinces and cities, aiming to promote cross-regional technological and industrial innovation [1][2] - The Yangtze River Delta region has established a collaborative innovation community and a mechanism for joint tackling of key core technologies, with 24 innovation alliances being formed [1] - In 2024, Jiangsu will implement 19 joint tackling and basic research projects, and lead the establishment of the Yangtze River Delta Seed Industry Innovation Laboratory Alliance [1] Group 2 - The agreement emphasizes "Science and Technology Innovation + Industry" as the guiding principle, focusing on key areas such as artificial intelligence, biomedicine, quantum technology, strategic new materials, and green low-carbon technologies [2] - The collaboration aims to enhance cross-regional synergy and deep integration of technological and industrial innovation, optimizing the allocation of research forces and sharing resources [2] - The initiative is expected to transform the advantages of scientific education and talent into innovation development advantages, contributing more significantly to the national agenda [2]

Summary of Zhite New Materials Conference Call Company Overview - Zhite New Materials is actively positioning itself in quantum technology to empower AI for Science, focusing on new material research with applications across various sectors including chemicals, energy, automotive, construction materials, and pharmaceuticals. The market size is expected to reach hundreds of billions or even trillions of dollars [2][4][19]. Core Business Performance - In Q1 2025, the company reported revenue of 560 million yuan, a year-on-year increase of 24%, with a profit of approximately 25 million yuan, reversing a loss of 40 million yuan from the previous year. The profit for Q2 2025 is expected to be between 40 million to 50 million yuan, with an annual profit forecast nearing 200 million yuan, representing over 100% year-on-year growth [2][7][26]. - The company’s aluminum template business is positioned at the forefront of construction engineering, with potential for performance and valuation recovery if the real estate market shows signs of improvement [2][9]. New Business Development - The new business primarily involves quantum technology-enabled AI for science, which allows for molecular-level calculations to design materials. This method offers greater flexibility and potential compared to traditional material development methods [4][17]. - The company has set ambitious overseas revenue targets of 5 billion yuan in 2024 and 1.5 billion yuan in 2026, with strategic partnerships established in the Middle East to build production bases [4][23]. Market Position and Valuation - Zhite New Materials has a market capitalization of 5.2 billion yuan, with a projected PE ratio of 26 for 2025 and 17 for 2026, indicating that the company is undervalued given its growth potential [3][19]. - The company is considered rare in the domestic market for its focus on AI for Materials, particularly using quantum computing, with no direct competitors in the A-share market [6][19]. Industry Challenges and Outlook - The construction materials industry is facing challenges due to a downturn in real estate and infrastructure, but 2025 is anticipated to be a turning point for recovery, particularly for the aluminum template business in first and second-tier cities [21][24]. - The company has been expanding its overseas projects since 2014, and with the recent focus on international markets, it expects significant growth in overseas revenue [22][23]. Future Expectations - The company is optimistic about its future performance, with aggressive profit targets of 200 million yuan for 2025 and 300 million yuan for 2026, reflecting strong confidence despite current market pressures [26][28]. - The integration of AI for Science with quantum computing is seen as a critical direction for future research, with significant potential for innovation and market impact [14][17]. Additional Insights - Recent stock price adjustments were attributed to market factors and concerns over equity dilution, but these do not fundamentally alter the company's growth trajectory [10][29]. - The company has successfully developed a super-insulating material, significantly reducing the research and development cycle from ten years to under one year, showcasing the effectiveness of its new business model [18][27].

Core Viewpoint - Jinan has introduced specialized policy measures to strengthen talent development in four key sectors: digital economy, youth technology, senior talent, and seed industry, aiming to enhance the precision and effectiveness of talent support policies [1][2][3] Group 1: Talent Development Focus - The policies emphasize targeted strategies to meet the differentiated needs of various talent groups, enhancing the precision and support of talent policies [1] - The digital economy talent development focuses on strengthening the entire talent cultivation chain to better empower industrial growth [1] - The youth technology talent initiative aims to support young innovators and accelerate their growth in Jinan [1] - The senior talent initiative encourages experienced professionals to leverage their expertise in service of economic and social development [1] - The seed industry talent initiative is centered on reinforcing Jinan's position as a "Northern Seed Industry Capital" by attracting and retaining key talent [1] Group 2: Policy Innovation and Industry Alignment - The policies incorporate moderate innovation and highlight industry characteristics, integrating existing talent support measures from various sectors [2][3] - Adjustments include relaxing age limits for senior talent classification and including key agricultural roles in talent recognition [2] - The youth talent program will assess their involvement in major national and provincial tasks as part of innovation platform performance evaluations [2] Group 3: Systematic Coordination and Evaluation - The policies focus on industry needs and aim to enhance the alignment between talent policies and industrial demands [3] - Initiatives include establishing digital technology engineer training bases and supporting long-term funding for outstanding young researchers [3] - A systematic approach is adopted for policy implementation, including regular evaluations and feedback mechanisms to optimize talent policies continuously [3][4] Group 4: Overall Talent Strategy and Recognition - Jinan's talent strategy is part of a broader initiative to maintain a competitive edge in attracting talent compared to similar cities [4] - The city has been recognized as a top talent-friendly city, ranking 11th nationally and first in the province for talent attraction [4] - Continuous policy innovation is seen as crucial for the ongoing development of Jinan's talent landscape, reflecting the city's commitment to valuing and attracting talent [4]

【大头条】 一、数字货币i香港《稳定币条例》正式成为法例，机构称将推动数字货币在跨境场景的规模化应用，这家公司能够提供多种场 景下的数字人民币受理解决方案，公司已经取得香港MSO牌照、美国MSB牌照等，具备了同时开展海外本地收单业务和跨境支 付业务的合规资质条件 据媒体报道，香港特别行政区政府于5月30日在宪报刊登《稳定币条例》，这意味着《稳定币条例》正式成为法例。此前，香港 立法会已经在5月21日正式通过该条例草案，用以在香港设立"法币稳定币"(挂钩法定货币的稳定币)发行人的发牌制度。该法例 旨在推动金融创新的同时保持金融稳定，并标志着香港在数字资产领域迈出了重要的一步。 点评: 《稳定币条例》监管框架的完善为全球跨境支付提供了更合规、高效的结算工具，将推动数字货币在跨境场景的规模化应 用。华西证券认为,随着全球监管框架逐步完善,稳定币与RWA将深度融合,成为金融市场关键基础设施。稳定币的合规性和 可编程性将推动RWA在绿色金融、供应链金融等领域实现自动化和全球化，助力传统资产实现"链上流动、全球配置"的数字金融 新格局。 公司方面,新国都目前有数币受理、数币应用软件方面的软件著作权。针对数字人民币的受理场 ...