中新网天津6月28日电当前国际经贸格局正在发生深刻变化，如何为动荡的世界经济注入更多稳定性和 确定性？在2025年夏季达沃斯论坛上，外界再次将目光聚焦中国。 面对外部冲击，中国经济体制改革研究会会长彭森用"改革"和"发展"两大关键词阐述中国应对之道。在 其看来，全球经济结构正经历剧烈调整，而中国的选择，是首先办好自己的事。 面对挑战，不是仓促应变 今年4月以来，美国推出所谓"对等关税"政策，再次扰动全球产业链。此举不仅加剧供应链紧张，更对 多边贸易秩序造成严重挑战。 彭森表示，中国对美国关税战予以严肃回应，采取一系列超常规宏观经济政策，这并非仓促应变，而是 早有准备。 这种准备，在8年前就已开始。他进一步介绍，中国对美外贸依存度从20%以上降到12%左右，这意味 着，在外部挑战不断加大时，中国已开始逐步降低对单一市场的依赖。 深化改革，激发内生动能 "中国推出很多宏观政策，进一步推动改革，以改革激发社会的活力、创造力，提高竞争力。"彭森表 示，今年以来，关于全国统一大市场、要素市场化配置等措施密集出台，为经济稳定提供了体制上的保 障。 彭森尤其提及《民营经济促进法》的出台。这部法律首次明确了民营经济的法律地位 ...

这几天，全国各地高考分数线陆续发布，千万考生正式进入志愿填报的关键阶段。如何填报高考志愿成 为许多家长的热议话题，选择背后也反映出部分家长的焦虑情绪。 有的家长依赖AI工具。当前，AI技术凭借信息整合与数据分析优势，一定程度上打破了高考志愿填报 中的信息壁垒，为考生及家长系统梳理专业沿革、就业前景等信息提供便利。不过，需要提醒的是，市 场上的"AI志愿填报软件"质量良莠不齐，部分平台数据更新滞后、算法逻辑单一，大家对其实际参考价 值要谨慎考量。AI并非"万能钥匙"，大家切莫夸大和迷信它的作用，更不要被一些虚假的AI高考志愿填 报服务忽悠。 "国家、社会、企业需要的"，能让人更好地实现社会价值和个人价值。大学生最终都要走向社会，奔赴 职场。自己的专业能力、实践能力，是不是符合国家、社会、企业的需求，不仅关乎个人职业发展的规 划，更决定着能否在时代浪潮中为推动社会进步发光发热。从课堂理论到职业实践，从专业知识到跨界 思维，唯有在不断对标需求的过程中完善自己，才能让所学所悟更好地转化为服务国家、奉献社会、助 力企业的真实效能，书写出优异的奋斗答卷。 选专业，没有完美答案，但有属于自己的最优答案。思考完以上三个维度， ...

Group 1 - The "2025 China Enterprises Going Global Summit" was held in Shenzhen, focusing on providing a high-end platform for Chinese companies to address challenges in global expansion and explore collaborative transformation paths [1] - The summit was co-hosted by the Global Council for Chinese Enterprises Going Global, emphasizing the need for dialogue on rules and resource connections amid deep restructuring of global industrial chains [1] Group 2 - Former Romanian Prime Minister Peter Roman highlighted the transition between two global orders, indicating a period of governance challenges and uncertainty regarding the future of the world order [3] - Roman criticized the instability and lack of fairness in the current multilateral economic order, suggesting that it is merely a series of expedient arrangements rather than a well-designed system [3] - He pointed out that the neglect of multilateralism by governments, particularly the U.S., has led to the disregard of international organizations like the UN and WTO, which could result in increased global chaos and danger [3] Group 3 - Roman noted the growing sense of division in unequal societies, the resurgence of trade wars, and the intensification of geopolitical economic confrontations, particularly exacerbated by the age of AI [4] - He emphasized that the uncertainties brought by trade wars are damaging investment projects and are unsustainable, as they create barriers rather than fostering cooperation [4]

余欢擅长成长股投资，具有成长属性的新消费领域是他的重点关注方向之一。余欢表示后续将继续积极 关注成长股方向，一是行业竞争格局改善、企业进入利润释放期、估值偏低有望重估的港股科技互联网 板块；二是处于高速发展阶段的新消费领域，包括潮玩、美容护理、宠物食品等；三是受益AI技术驱 动的子行业，包括机器人、智能驾驶、AI端侧应用等。 免责声明：本通讯所载信息来源于本公司认为可靠的渠道和研究员个人判断，但本公司不对其准确性或 完整性提供直接或隐含的声明或保证。此通讯并非对相关证券或市场的完整表述或概括，任何所表达的 意见可能会更改且不另外通知。此通讯不应被接受者作为对其独立判断的替代或投资决策依据。本公司 或本公司的相关机构、雇员或代理人不对任何人使用此全部或部分内容的行为或由此而引致的任何损失 承担任何责任。未经长城基金管理有限公司事先书面许可，任何人不得将此报告或其任何部分以任何形 式进行派发、复制、转载或发布，且不得对本通讯进行任何有悖原意的删节或修改。基金管理人提醒， 每个公民都有举报洗钱犯罪的义务和权利。每个公民都应严格遵守反洗钱的相关法律、法规。投资须谨 慎。 MACD金叉信号形成，这些股涨势不错！ 责任编 ...

Core Viewpoint - The company, Guoshengtang, demonstrates strong resilience in performance growth, with a projected revenue increase in the second quarter of 2025 surpassing that of the first quarter due to rapid store expansion and a stable policy environment [1][2]. Group 1: Performance and Growth - In Q1 2025, Guoshengtang's offline patient visits increased by 12.7% year-on-year, showing a month-on-month acceleration trend [1]. - The company plans to open 15-20 new stores in 2025, including self-built and acquired locations, and aims to enter 2-3 new cities [1]. - Guoshengtang's revenue growth in the second half of 2025 is expected to exceed that of the first half due to base effects [1]. Group 2: Technological Advancements - On June 7, 2025, Guoshengtang launched the first national AI digital twin of a traditional Chinese medicine (TCM) expert, Professor Li Hao, which utilizes deep learning from over 40 years of clinical experience [2]. - The company plans to release 20 AI digital twins of renowned doctors in 2025 to enhance overall diagnostic quality and address the shortage of quality TCM resources [2]. - A partnership with Huawei was established in May 2025 to promote AI technology applications in the TCM field [2]. Group 3: Financial Returns and Shareholder Value - In 2024, Guoshengtang returned a total of 420 million yuan to investors through dividends and buybacks, equivalent to 137% of the company's net profit for that year [3]. - As of June 25, 2025, the company has repurchased approximately 85 million HKD worth of shares, representing 1.1% of the total share capital at the beginning of the year [3]. - The company is expected to continue rewarding shareholders through dividends and buybacks due to strong profitability and cash flow [3].

Core Viewpoint - The "Clear and Bright Protection: Coming for You" initiative is part of the "Clear and Bright Pujiang 2025" action plan, focusing on improving the online environment for minors in Shanghai through a coordinated effort among various governmental and civic organizations [1] Group 1: Key Actions - The initiative will address four main issues harmful to minors: the presentation of harmful information, the erosion of positive culture, the cultivation of unhealthy lifestyles, and the use of inappropriate online language [1] - There will be a specific focus on the misuse of AI technology and its impact on minors, ensuring that online platforms fulfill their responsibilities in protecting minors [1] Group 2: Collaborative Efforts - The action involves collaboration among multiple organizations, including the Municipal Cyberspace Administration, Women's and Children's Work Committee, Education Commission, Public Security Bureau, and various cultural and legal institutions [1] - The initiative aims to explore mechanisms for assessing the impact of online protection measures for minors, creating a healthier online space for their growth [1]

Core Points - The "Learning Power" offline learning space was inaugurated in Beijing, serving as a comprehensive platform for party building, cultural exchange, and enterprise services [1] - The space covers over 1,000 square meters and includes eight themed exhibition areas, facilitating various activities such as theoretical learning, financial consulting, and cultural promotion [2] Group 1 - The offline learning space is located at the Beijing Guomao Jindi Center, designed to host regular activities like party learning and industry seminars [1][2] - The space emphasizes the integration of "party building + culture + technology" as an innovative approach for future development [1] - It features intelligent devices and interactive experience areas, open daily from 9:00 AM to 6:00 PM [2] Group 2 - The seminar on party building leading enterprise development included discussions on green finance, AI applications in the elderly economy, and the importance of tax compliance for stable growth [6] - Multiple signing ceremonies took place during the event, involving companies like Lipo Technology and Mingya Insurance [6] - The event was hosted by Beijing Lipo Technology Co., Ltd., with support from other companies [7]

Group 1 - The core objective of SoftBank is to become the largest provider of "artificial superintelligence" platforms globally within the next decade, as stated by CEO Masayoshi Son [1] - SoftBank's aggressive investment strategy is being revived, with significant investments in AI, including a $6.5 billion acquisition of Ampere and a commitment of up to $40 billion to OpenAI [1] - The total investment commitment to OpenAI has reached $32 billion since the initial investment in fall 2024, with Son expressing regret for not entering the market earlier [1] Group 2 - SoftBank previously held about 5% of Nvidia shares but sold them all in 2019, prior to the AI boom triggered by ChatGPT in late 2022 [2] - The recent investment surge follows years of strategic contraction, with SoftBank's Vision Fund investments suffering significant losses since 2022 [2] - The IPO of Arm in September 2023 raised approximately $5 billion, helping to stabilize SoftBank's financial situation and enabling new investments [2]

当前稳定币火热。天风国际分析师、天风研究TMT⾏业研究⼤组副组⻑兼国际研究负责⼈孔蓉告诉记 者，市场预期稳定币交易规模有望或在未来几年达2万亿甚至3.7万亿美元规模，稳定币第一部 circle上 市后大涨5倍前期超500亿美金市值。伴随领域通路、市场稳定力的提升，以及支付场景等拓宽，将带来 增量成长，包括IWA的数字资产上链、实物 资产上链等，有机会创造出新范式，重塑 金融机构业务成 长逻辑。参考全球 金融科技公司估值为30倍或更高，可结合参考全球整体科技水平、产业发展，以及 AI技术不断突破带来的成长性因素，来展望整个金融体系的积极变革。（记者 林坚） ...

Group 1 - The article highlights the growing trend of pet apparel, particularly dog raincoats, during the rainy season in Shanghai, driven by consumer demand and emotional attachment to pets [1][3][6] - Sales data indicates that dog raincoats priced under 10 yuan have seen sales between 10,000 to 30,000 units, while those in the 30 to 50 yuan range have surged from 30,000 to 70,000 units, reflecting a strong market for quality pet products [3][4] - The pet economy in China is experiencing rapid growth, with a compound annual growth rate of 25.4%, increasing from 97.8 billion yuan in 2015 to an estimated 592.8 billion yuan in 2023, and projected to exceed 2 trillion yuan by 2030 [6][8] Group 2 - The article discusses the long-tail effect of seasonal pet products, noting that after the rainy season, demand for sun-protective pet clothing is expected to rise, with prices for some items reaching over 500 yuan [8] - Emotional spending on pets is a key driver of the pet economy, as more people view their pets as family members, leading to increased spending on various pet-related products and services [6][8] - The article mentions the rise of innovative pet products, such as automatic cat toys and pet language translators, which have seen significant sales growth, indicating a broader trend in the pet industry towards high-tech and premium offerings [6][8]