格隆汇8月6日｜国际要闻： 1、美股三大指数集体收跌，英特尔涨超3%，中概指数跌0.56%； 2、美国原油期货收跌1.7%，纽约天然气跌超2.6%； 3、美高官预告：将就美国无人机发展问题发表"重大声明"； 4、特朗普：未来一周内将宣布药品关税 下周前后发布半导体政策； 5、特朗普：万斯最有可能成为下届总统候选人； 6、美国6月贸易逆差602亿美元 为2023年9月以来最小； 7、消息称英特尔18A工艺陷质量困境 高端芯片生产受阻； 8、消息称iPhone 17系列将出现显著涨价； 9、多位价值投资大师减持苹果股票值得警惕； 10、AMD盘后跌逾4%，第二季度调整后净利润7.81亿美元同比下降31%； 11、超微电脑盘后大跌近16%，第四财季业绩不及预期； 6、七部门：加强对5G、工业互联网、数据和算力中心等数字基础设施建设的中长期贷款支持； 7、证监会正着手加强对资本市场造假第三方的约束力度； 8、上海召开夜间经济发展座谈会，将打造24小时夜上海消费新地标； 9、贵州市场监管部门开展行政约谈，整治平台企业价格乱象； 10、宇树发布新款四足机器狗； 11、光伏龙头企业密集减产自救 超三成玻璃产能已"休眠"； ...

Macro Policy - The macro policy focus for the second half of the year is "sustained efforts and timely enhancements" to stabilize employment and expand domestic demand [2] - The National Development and Reform Commission emphasizes solid execution of development reform work, focusing on major changes, important indicators, and significant issues [2] Fiscal Policy - The Ministry of Finance aims to utilize a more proactive fiscal policy and increase counter-cyclical adjustments, including accelerating the issuance of long-term special bonds and local government bonds [3] - The fiscal strategy includes improving the microeconomic cycle through tax and financial support for enterprises, and managing local government debt risks [3] Domestic Demand Expansion - Domestic demand contributed 68.8% to economic growth in the first half of the year, highlighting its role as a growth driver [4] - The National Development and Reform Commission plans to enhance investment and consumption, stimulate private investment, and support new consumption models [4] Consumer Policy - The Ministry of Finance is working on improving policies to support service consumption in areas like elderly care, childcare, culture, and tourism [5] - There is a focus on developing a healthy retail environment for duty-free goods and enhancing financial support for personal consumption loans [5] Employment and Livelihood - Employment remains a priority, with initiatives to expand job opportunities in sectors like digital economy and green economy [7] - The Ministry of Agriculture aims to ensure food security and complete the annual grain production target of approximately 1.4 trillion jin [7][8] Safety and Stability - The National Development and Reform Commission emphasizes the importance of maintaining safety in key sectors, including food, energy, and supply chains [8] - There is a commitment to enhance disaster prevention and safety production measures while supporting basic livelihood services [8]

新华社长沙8月5日电（记者张格）夜幕降临，湖南省张家界市天门山景区逐渐"变身"——璀璨的灯光将整座山体点亮，999级登山台阶变成彩 色，巍峨的天门洞在光影中更显神秘。 墨西哥游客奥尔维拉不时按下相机快门，感慨道："没想到夜晚的天门山，同样令人惊叹！"他说，原本是为避开酷暑而选择在下午进入景 区，却意外邂逅了光影交织的美景。 天门山景区市场部副经理丁云娟说，今夏持续高温，催生了高山避暑游热潮，许多游客来天门山避暑，不少人会游玩到太阳落山后。为保障 游客安全和提升体验，景区在天黑后会点亮灯光，让游客们在清凉山风和绚烂灯光中感受不一样的张家界。 连日来，天门山景区持续迎来客流高峰，日均接待游客近3万人，"夜观天门洞"成为景区新亮点。 灯光照耀下的天门山。新华社发 暑期以来，全国多地持续高温。为了避开高温烈阳，越来越多游客选择夜间出游，催生出"昼伏夜出"的旅游新风潮。 热浪之下，湖南不少景点和街区纷纷推出丰富的夜间文旅活动。市民游客们在夜晚看演出、赏夜景、品美食，别有一番风味。 在长沙靖港古镇，景区沿江打造了"行浸式"演艺漫游《花开靖港》——游客乘坐古色古香的游船，于水面上缓缓而行。人们在欣赏演艺节目 的同时，身临其 ...

Group 1: Night Economy Development - Various regions are promoting new cultural and tourism products and experiences to stimulate night economy during the summer of 2025 [1] - In Chongqing, a drone light show has become a regular event, enhancing the night sky and boosting local dining and accommodation businesses [3][5] - Jiangsu Xuzhou has linked night markets and sports events to enhance consumer experiences, with significant increases in local business activity [6][7] Group 2: Economic Impact and Consumer Engagement - The drone show in Chongqing has led to a 20% increase in mall performance and a 30% rise in customer spending [5] - Xuzhou's "Su Super" football league has driven over 64 billion yuan in cultural tourism consumption, marking a 30% year-on-year growth [7] - In Qinghai Xining, the old night market has attracted significant foot traffic, with over 1.1 million visitors and revenue of 55 million yuan in July alone [10]

Group 1: Cultural and Tourism Consumption Trends - The summer of 2025 sees a variety of new cultural and tourism products and experiences being launched across different regions, focusing on night-time consumption, travel vacations, and dining leisure [1] - Various cities are promoting the integration of commerce, tourism, culture, and sports to stimulate summer consumption and enrich people's lives [1] Group 2: Chongqing's Drone Show Impact - In Chongqing, a drone light show featuring 5,000 drones has become a regular event, significantly enhancing the local dining and accommodation sectors [2] - The drone show has led to a 20% increase in mall performance and a 30% rise in customer spending per visit since its regularization [2][3] - The average occupancy rate of key hotels along the viewing area has increased by over 10 percentage points, reaching above 80% during holidays [3] Group 3: Jiangsu Xuzhou's Sports-Driven Economy - In Xuzhou, the "Su Super" football league has driven local business, with over 64 billion yuan in cultural tourism consumption recorded from May 10 to the end of July, marking a 30% year-on-year increase [5] - The city has engaged nearly 150 businesses to offer special discounts to tourists, particularly football fans, enhancing the local economy [5] Group 4: Qinghai Xining's Night Market Revival - Xining's old night market has been revitalized, attracting significant foot traffic with over 1 million visitors in July and generating 55 million yuan in revenue [7] - The city has developed 33 night-time consumer streets and continues to innovate cultural tourism products to tap into the night-time economy [7]

Group 1 - The core idea of the articles highlights the significant growth of night economy initiatives across various regions in China, driven by innovative activities and consumer demand for night-time experiences [1][2] - Kuaishou has launched a dedicated plan to create a "live broadcast stage" in 100 cities, leveraging online traffic to boost offline consumption, resulting in a doubling of night-time visitor numbers at Tianyuangu Scenic Area [1] - Various provinces, such as Jiangsu and Shaanxi, are actively promoting night economy development by establishing night-time consumption hubs and organizing numerous cultural and tourism activities [1] Group 2 - There is a notable increase in consumer interest in night-time activities, with Meituan reporting a 100% month-on-month growth in "night tour" related searches and a 98% increase in searches for "late-night meal group purchase packages" since July [2] - The demand for night-time experiences is particularly strong among younger consumers, driven by trends such as "self-indulgent consumption" and "emotional consumption," indicating a shift towards more personalized and diverse spending [2] - Experts suggest that local governments should continue to implement comprehensive strategies to foster the sustainable and differentiated development of the night economy [2]

Core Viewpoint - The summer season, characterized by warm weather and pleasant scenery, presents an opportunity to boost consumption through the integration of nighttime economic activities, enhancing leisure and entertainment options for consumers [1] Group 1: Nighttime Economy Initiatives - Various regions are introducing innovative nighttime economic activities, including drone performances, night boating, and light shows, creating sensory experiences for visitors [1] - Events such as football matches, concerts, and music festivals are being organized to attract nighttime crowds [1] - New night markets are being established in public spaces, combining cultural elements with vibrant local flavors to enhance consumer engagement [1] Group 2: Economic Impact - The synergy between summer consumption and nighttime economy is driving the integrated development and simultaneous growth of sectors such as shopping, dining, accommodation, and cultural tourism [1] - A lively and safe nighttime environment is seen as a clear indicator of local economic vitality and public well-being [1] - By fostering diverse and high-quality consumption scenarios and aligning nighttime economy with modern trends and traditional culture, there is potential to activate consumer spending and boost market confidence, contributing to economic and social development [1]

Group 1: Night Economy and Cultural Tourism Development - The article highlights the promotion of various cultural and tourism products across different regions in China during the 2025 summer cultural and tourism consumption season, focusing on night economy, travel vacations, and dining experiences [3][5][10] - In Chongqing, the regular drone light shows have significantly boosted local dining and accommodation businesses, with a reported 20% increase in mall performance and a 30% rise in customer spending since the shows began [5][6] - Jiangsu's Xuzhou has leveraged the "Su Super" football league to enhance local business, with an estimated 64 billion yuan in cultural tourism consumption from May 10 to the end of July, marking a 30% year-on-year growth [8][9] Group 2: Specific Regional Initiatives - In Chongqing, the drone shows have led to a noticeable increase in foot traffic, with key restaurants reporting a 30% increase in customer volume during events [5][6] - Xuzhou has integrated sports events with local businesses, offering discounts and creating themed night markets that attract both locals and tourists [7][8] - Qinghai's Xining has revitalized its night markets, with the Daxin Street night market receiving approximately 1.1 million visitors in July and generating 55 million yuan in revenue [10][11]

Group 1: Cultural and Tourism Consumption Trends - The summer of 2025 sees a variety of new cultural and tourism products and experiences being launched across different regions, focusing on night-time consumption, travel vacations, and dining leisure [1] - Cities like Chongqing, Xuzhou, and Xining are actively promoting the integration of commerce, tourism, culture, and sports to stimulate summer consumption and enhance the quality of life for residents [1] Group 2: Chongqing's Drone Show Impact - Chongqing's drone light show features 5,000 drones creating visual displays, significantly enhancing the night-time atmosphere and attracting more visitors to local dining and accommodation [2] - Since the regularization of the drone shows, local businesses have reported a 20% increase in sales and a 30% rise in customer spending [2][3] - The average occupancy rate of key hotels along the viewing area has increased by over 10 percentage points, reaching above 80% during holidays [3] Group 3: Xuzhou's Sports-Driven Economic Boost - The "Su Super" football league in Xuzhou has led to increased business activity, with local markets and restaurants benefiting from the influx of fans [4][5] - From May 10 to the end of July, Xuzhou's cultural tourism consumption reached over 64 billion yuan, marking a year-on-year growth of approximately 30% [5] Group 4: Xining's Night Market Revival - Xining's old city night market has been revitalized, attracting significant foot traffic with over a thousand stalls offering various goods, including local delicacies and cultural products [6][7] - The Daxin Street night market received around 1.1 million visitors in July, generating revenue of 55 million yuan, while the newly developed Bao Street attracted 3.25 million visitors since its opening [7]

Group 1 - The core idea of the articles highlights the significant growth of the night economy in various regions of China, driven by innovative activities and increased consumer interest in night-time experiences [1][2] - Kuaishou has launched a dedicated plan to create a "Night Economy" by utilizing 10 billion traffic resources to promote offline consumption through online live streaming events, resulting in a doubling of night-time visitor numbers at Tianyuangu Scenic Area [1] - Various provinces, including Jiangsu, Shaanxi, and Sichuan, are actively supporting the development of night-time economies by establishing vibrant consumer hubs and organizing numerous cultural and tourism activities [1][2] Group 2 - Data from Meituan indicates a significant increase in interest in night-time activities, with a 100% month-on-month growth in "night tour" related searches and a 98% increase in searches for "late-night meal group purchase packages" since July [2] - The demand for night-time experiences is being driven by trends such as "self-indulgent consumption" and "emotional consumption," particularly among younger consumers who are increasingly interested in night tours, night food, and night entertainment [2] - Experts suggest that local governments should continue to implement comprehensive strategies to promote the sustainable and differentiated development of the night economy [2]