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A股收评 | 多重利好发酵!指数放量拉升 光伏、算力等题材冲锋
智通财经网· 2025-07-08 07:16
Market Performance - The three major indices experienced significant gains, with the ChiNext Index leading the rise, and the Shanghai Composite Index approaching 3500 points during the day [1] - The total market turnover exceeded 1.4 trillion, an increase of over 200 billion compared to the previous trading day, with more than 4200 stocks rising [1][3] Earnings Forecast - As the semi-annual earnings forecast disclosure period begins, approximately 70% of companies are expected to report positive earnings, primarily in the electronics and pharmaceuticals sectors [1] - Industrial Fulian, a leader in computing power, anticipates a nearly 40% year-on-year increase in net profit for the first half of the year [1] Key Sectors and Stocks - The photovoltaic equipment sector saw a significant surge, with stocks like Shihang New Energy and Yamaton hitting the daily limit [1] - The multi-financial sector also performed well, with Zhongyou Capital and Yong'an Futures reaching the daily limit [1] - Computing hardware stocks remained active, particularly in the PCB direction, with over ten stocks, including Industrial Fulian, hitting the daily limit [1] Strategic Collaborations - Hong Kong's Golden Surge Investment saw a dramatic increase of over 600% after announcing a strategic cooperation framework with AnchorX to launch a stablecoin pegged to offshore RMB [1] Future Market Outlook - According to Citic Securities, the current high-level market consolidation phase presents a key window for identifying structural opportunities during the earnings disclosure period [2][9] - Huaxi Securities noted that the economic growth momentum in the first half of the year was strong, and the pressure to achieve the annual growth target has eased [8] Capital Flow - Main capital flows focused on sectors such as photovoltaic equipment, consumer electronics, and communication equipment, with significant net inflows into stocks like Industrial Fulian, Sunshine Power, and Inspur Information [4]
国信证券:AI教育需构建“教-学-练-评”闭环 持续跟踪创新突破带来潜在机会
Zhi Tong Cai Jing· 2025-07-08 06:48
Core Insights - The report from Guosen Securities emphasizes the importance of AI education products that can deliver full-chain service and effectively enhance teaching quality [1] - The evolution of online education provides valuable lessons for AI education, which now faces a more severe supply-demand mismatch post "double reduction" policy [1][2] - The commercial model of online education has shifted towards live courses that can frequently meet user needs and directly impact teaching outcomes [2] Group 1: AI Education Development - AI education must achieve a closed-loop service of "teaching-learning-practice-evaluation" and verifiable teaching results [1] - The demand for AI interactive classes and problem-solving systems is particularly strong among high school and adult learners, who are self-driven and have clear quantifiable outcomes [1][3] - For younger students, AI education serves as a compliant resource post "double reduction," integrating realistic simulation classrooms and emotional interaction technology to improve teaching effectiveness [1] Group 2: Online Education Business Model Changes - Online education companies with valuations exceeding 100 billion are concentrated in the live course sector, which offers strong teaching effectiveness and full-chain delivery [2] - Historical online education products have transitioned from various formats to focus on live courses due to their ability to directly impact learning outcomes [2] - The shift in AI education products should move from single tools to a comprehensive service model encompassing "teaching-practice-testing-feedback" while emphasizing learning outcome conversion [2] Group 3: Differentiated Design in AI Education - AI education products must cater to different age groups and needs, with younger students requiring engaging and participatory experiences [3] - High school and adult learners focus on efficiency, result verification, and cost-effectiveness, with tools designed for precise knowledge reinforcement [3] - Hardware solutions like smart learning tablets are in high demand but face challenges due to high costs and long repurchase cycles, indicating ongoing optimization in business models [3]
2025 年副业路径指南:5 条路径实现增收
Sou Hu Cai Jing· 2025-07-08 06:35
2025 年,经济环境、技术迭代和消费习惯正发生着深刻的变革。AI 日益普及、零工经济不断扩张、绿 色产业强势崛起,在这样的大背景下,普通人该如何找到适合自己的赚钱路径呢?本文结合最新的趋势 和实操案例,总结出 3 大核心策略 + 5 条落地路径,帮你避开信息差,在变革中抓住属于自己的机遇。 不管你是职场人、自由职业者还是创业者,都能从中找到可复制的增收方法。 在快节奏的现代生活里,手工创作渐渐成了许多人平衡日常与兴趣的温暖选择。它不只是把闲置时间转 化为具体成果的过程,更能让人在专注打磨的过程中收获内心的平静。 随着在线教育的蓬勃发展,网课助教成为不少知识储备丰富者的副业新选择。这一岗位要求具备扎实的 学科基础、良好的沟通能力,以及整理归纳的学习习惯,在 AI 普及的背景下,还需要能熟练运用一些 在线教学辅助工具。 具体工作中,助教要协助主讲老师完成多项事务:比如检查学生作业完成情况并标注易错点,针对学生 的疑问给出清晰的解答思路,组织线上讨论并及时整理核心内容等。这些看似琐碎的工作,实则是连接 "教" 与 "学" 的重要桥梁 —— 既帮助学生更高效地吸收知识,也能让自己在反复讲解中巩固所学。完 成这些工作 ...
写亲子爆文赚到70万后,我把孩子养成了“反面教材”
Hu Xiu· 2025-07-08 05:07
2018年,偶然的一次投稿经历,本文作者熠熠开启了副业之路——为各大亲子教育新媒体账号撰稿。过 去七年,她一共发表了800多篇亲子类文章或文案,收到的稿费累计接近70万。 在这行浸淫数年,熠熠发现,那些谆谆善诱、指导家长如何教育孩子的文章和短视频背后,充斥着流量 时代的套路和谎言: 海淀妈妈分享的奥数启蒙经验,也只是熠熠这个枪手,东拼西凑赶出来的文案; 亲子博主的精英人设、孩子的学霸标签,可能只是MCN公司包装出来的假象; 为了追求阅读量,蹭热点成为行业习惯,不同的热点包装着炒剩饭式的内容,连编辑都自 嘲"如同吃屎"…… "哈喽,在吗?有时间出一篇文案吗?" 工作日的中午,微信忽然弹出一位编辑的消息。简单沟通后,我应了下来。这是本周我接到的第二份约 稿,deadline是三天后。在心里评估了一下时间,我暗自提醒自己,接下来的这几个晚上得加把劲了。 这是我成为兼职亲子文作者的第七年,定期接稿写稿已成为一种常态。但我的本职工作是一家研究机构 的实验人员,和写作并无交集。 对我而言,成为职业撰稿人纯属是无心插柳。 2016年,女儿出生。我开始在某个母婴app上写育儿日记,用文字记录女儿的成长。学生时代我的作文 一直 ...
网龙(00777)荣获2025香港可持续发展创新科技大奖之“优质教育创新科技–新秀奖”
智通财经网· 2025-07-08 03:32
Group 1 - The core achievement of the company is winning the "Quality Education Innovation Technology - Rising Star Award" at the "2025 Hong Kong Sustainable Development Innovation Technology Awards" for its "Integrated Digital Education Solutions" [1][3] - The award highlights the company's excellence in the education technology sector and its recognition by the industry [1][5] - The company's innovative case has been included in the "2025 Hong Kong Sustainable Development Innovation Technology Solutions Compilation," promoting its digital education practices globally [1][3] Group 2 - The "2025 Hong Kong Sustainable Development Innovation Technology Awards" aims to recognize organizations and talents integrating innovative technology with sustainable development principles across various sectors [3] - The awards attracted over 90 organizations submitting nearly 200 innovative technology projects, with 12 outstanding projects selected across nine fields, including quality education [3] - The company stood out for its technological innovation and contributions to sustainable development in the digital education field [3] Group 3 - The company focuses on empowering education through technology, integrating cutting-edge technologies like AI, VR, AR, and the metaverse to create a global digital education ecosystem [4] - The company collaborates with UNESCO IITE to provide high-quality teaching resources and AI support for teachers worldwide, enhancing accessibility and equity in education [4] - The company's digital products are utilized in over 200,000 classrooms across 192 countries, demonstrating its global reach and impact [4] Group 4 - Winning the award confirms the company's innovative capabilities in education technology and its commitment to sustainable development [5] - The company plans to continue expanding its education technology solutions while integrating ESG principles into its products and operations [5] - The company aims to contribute to the United Nations' "2030 Sustainable Development Goals" and create long-term value for the future [5]
教育部:实施数字赋能教育教学改革行动 加强教育新型基础设施建设
news flash· 2025-07-08 03:00
教育部办公厅发布组织实施数字化赋能教师发展行动的通知。其中提到,组织实施数字赋能教育教学改 革行动。加强教育新型基础设施建设,深化人工智能、大数据等技术在教育教学中的应用,推动教学理 念、方法和模式转型,提升教育教学质量。加强数字环境建设。地方、学校要结合实际建设智慧校园, 提升标准化、规范化水平,助力教师常态化开展数字化教学。区域教师发展机构要升级建设智能研训 室,助力教师深入开展数字化学习。师范院校要统筹多方资源建设智慧教育中心,为师范生提升智能条 件下开展教育教学的能力提供保障。工程类院校、职业学校相关专业要加强数字课堂建设,实时在线观 摩工厂车间等,形成专业培养与实习实践环节的有机衔接。 ...
数字化赋能教师发展 教师队伍建设数字化转型加快推进
Yang Shi Wang· 2025-07-08 03:00
教师发展数字治理行动将依托国家智慧教育平台,建强教师发展综合服务管理功能,将数字素养纳入中小学教师资格考试和高校教师资格认定的考察内 容。 数字教育教师国际合作行动要求用好世界数字教育大会等高水平对话交流平台,建好全球教师发展学院平台等,开展国际交流,贡献中国数字教育的智 慧和力量。 央视网消息:教育部日前启动实施数字化赋能教师发展行动,进一步深化教师队伍改革创新,推动教师队伍建设数字化转型。 数字化赋能教师发展行动以教师数字素养提升、数字赋能教育教学改革、教师发展模式数字转型、教师发展数字资源供给、教师发展数字治理和数字教 育教师国际合作六大行动为重点任务,并推进"百区千校万师"建设,发挥示范引领作用。 教师数字素养提升行动要求完善教师数字素养标准体系,修订教师专业标准、师范生教师职业能力标准。出台教师数字素养提升指南,多种方式推进教 师数字素养培训全覆盖,并持续开展教师数字素养测评。 数字赋能教育教学改革行动将支持地方、学校结合实际建设数字校园、升级教师智能研训室和智慧教育中心,并协同企业、科研院所研发数字化工具, 推动教师教学理念、方法和模式转型。 教师发展模式数字转型行动将推进师范生培养、教师培训的数 ...
丰喜集团:学促结合 查摆问题 集中整治
Zhong Guo Hua Gong Bao· 2025-07-08 02:12
集团党委持续推进集中整治,并取得成效,包括优化审批流程、整治文风会风的整改工作已完成,并制 发了《关于精简各类会议召开和材料报送的通知》,形成了长效机制,其他问题也在积极推进整改中。 自开展深入贯彻中央八项规定精神学习教育以来,潞安化工丰喜集团党委严格按照相关要求,聚焦学促 结合、查摆问题、集中整治三方面,扎实推进学习教育走深走实。 自开展学习教育工作以来,丰喜集团将学习成果转化为实际行动,围绕职工急难愁盼问题,扎实推 进"我为群众办实事"重点项目。集团包装分公司车棚升级改造、安康工作服务站建设及复肥分公司职工 宿舍环境提升等项目,切实解决职工关切的问题,成为践行初心使命的生动实践。丰喜集团还通过推 进"我为群众办实事"项目,切实解决职工生活、工作中的实际问题,将党的关怀送到职工心坎上。 该公司印发《在全公司开展深入贯彻中央八项规定精神学习教育的工作方案》,同时成立学习教育工作 专班,对学习教育工作做出总体安排部署,并认真组织开展学习教育学习研讨工作。一是明确学习内 容。深入学习习近平总书记关于学习教育的重要讲话精神以及《习近平关于加强党的作风建设论述摘 编》,持续学习《违反中央八项规定及其实施细则精神问题清 ...
真抓实改解决群众急难愁盼问题 善始善终巩固拓展学习教育成效
Zheng Zhou Ri Bao· 2025-07-08 02:10
7月7日,市委党的建设工作领导小组扩大会议暨市委深入贯彻中央八项规定精神学习教育工作第二 次调度会召开,传达学习习近平总书记在中央政治局第二十一次集体学习时的重要讲话精神,认真落实 省委党的建设工作领导小组扩大会议、省委常委会会议精神,坚持"党委抓、抓党委,书记抓、抓书 记"机制,对学习教育下步重点工作再部署、再加压、再推进。省委常委、市委书记安伟主持会议并讲 话。 安伟指出,深入贯彻中央八项规定精神学习教育已进入攻坚冲刺的后半程,要头脑清醒、保持定 力,深刻把握习近平总书记重要讲话精神的核心要义和实践要求,全面落实中央、省委部署要求,坚决 克服懈怠思想、松劲心态,以高度的政治自觉、思想自觉和行动自觉不断把学习教育向纵深推进,进一 步巩固拓展成效。要坚持把抓好学习教育与推动本地本部门重点工作有机结合,聚焦群众和企业急难愁 盼问题,一体推进学查改,深入抓好四个"学查改"专项行动、"转作风、办实事"重点问题攻坚行动等, 确保整治成效可量化、可检查。要坚持把"当下改"与"长久立"结合起来,完善制度机制,强化刚性约 束,推动作风建设常态化、长效化。要坚持开门抓学习教育,实事求是评估学习教育开展情况,全面梳 理盘点,持 ...
韩国芯片霸主地位,岌岌可危
半导体行业观察· 2025-07-08 01:35
公众号记得加星标⭐️,第一时间看推送不会错过。 来源:内容编译自communicationstoday。 位于首尔东大门区的辉经工业高中曾经熙熙攘攘,如今更名为首尔半导体高中,正准备迎接一次重大 的定位转变。在李明博政府大力推行职业教育的鼎盛时期,该校招生人数曾高达2500人。如今,学生 人数仅剩80人。面临关闭,该校正在转型为半导体高中,计划明年招收64名新生。 该校新任校长池宇中曾任三星电子高管,负责管理印度和埃及的工厂。但池宇中面临的前景一片黯 淡。尽管政府提供预算支持,但这些资金几乎无法支付人员成本,甚至连购买二手半导体设备的空间 都有限。寻找合格的教师更是雪上加霜。该校提供的时薪不高,最高可达5万韩元(37美元),但经验 丰富的专业人士是否愿意以这样的薪水授课仍不确定。即使愿意,根据现行教育部规定,除非持有正 式教师资格证书,否则不得留校—一而拥有教育背景的半导体专业人士几乎不具备教师资格证书。 为了吸引学生,学校提供宿舍。然而,由于监管方面的限制,建造一座3300平方米(35521平方英 尺)的宿舍可能需要长达四年的时间。 自20世纪80年代以来,半导体一直是韩国经济的基石。然而,韩国只有六所半导 ...