2. 美联储主席鲍威尔表示，通胀显著缓和，仍在一定程度上高于目标；长期通胀预期与2%目标一致。 个股新闻 金十数据整理：每日美股市场要闻速递（6月24日 周二） 1. 英国竞争与市场管理局提议将谷歌(GOOG.O)在新的数字市场竞争制度下列为具有战略市场地位的公 司。 重要新闻 1. 美国第一季度经常帐录得-4502亿美元，为纪录最大逆差。 5. 亚马逊(AMZN.O)周二表示，计划在未来三年内向英国投资400亿英镑（540亿美元），这一扩张将创 造数千个就业岗位。 6. 特斯拉(TSLA.O)Robotaxi首次亮相，被发现存在逆行、急刹车等行驶缺陷。 7. IBM(IBM.N)联手日本RIKEN部署新一代量子计算系统。 2. 力拓(RIO.N)预计在未来三年内，将在新矿、工厂及设备方面投资超过130亿美元。 3. 星巴克(SBUX.O)表示，目前没有考虑全面出售其中国业务。 4. 英伟达CEO黄仁勋于6月20日和23日出售10万股公司股票，规模近1450万美元，董事会内部高管密集 减持引市场关注。 ...

近日，北京航空航天大学（以下简称"北航"）招生工作办公室主任刘睿做客央视网《名校之约》院校系 列访谈，详细介绍北航2025年本科招生政策并深度解读这所知名学府的现代化高质量人才培养体系等内 容，助力广大考生读懂大学，了解专业。 （二）大类招生专业结构全面优化。2025年，北航大类招生专业结构全面优化。设置工科试验班类（航 空航天类）、工科试验班类（计算与智能科学类）、工科试验班类（信息科学与技术类）、理科试验班 类和社会科学试验班五个大类专业。如考生填报专业志愿中包含工科试验班类（航空航天类）、工科试 验班类（计算与智能科学类）、工科试验班类（信息科学与技术类）、理科试验班类中的任意三个，学 校在分配专业时可确保零调剂。 （三）全面升级大类培养机制。除部分学院及专业外，大类专业学生经过第一年的大类培养之后，在充 分尊重学生个人志愿和兴趣的基础上，依据学校专业选择政策在本大类内自主选择专业学院就读，分流 时全员满足前三志愿（其中，大一学年计入专业选择课程的加权平均分达到85分以上者，满足第一志 愿）。转专业时间节点提前至大一结束，与大类分流结合；允许跨大类转专业。 （四）AI+融合创新人才培养。学校全面推进人工 ...

Group 1: Global Economic and Political Landscape - The current period is marked by a restructuring of the global political and economic landscape, coinciding with China's economic transformation and upgrading [1] - The joint statement from the China-U.S. Geneva Economic and Trade Talks in May indicates a temporary easing of bilateral trade relations, but deep-seated strategic competition is expected to persist, particularly in high-tech sectors [1] - China's "dual circulation" development strategy is being accelerated to address external challenges and stimulate domestic demand [1] Group 2: Monetary and Fiscal Policy Outlook - A significant turning point is anticipated in the global macro policy environment in the second half of 2025, with expectations of interest rate cuts from the Federal Reserve and European Central Bank [2] - China's fiscal policy will continue to play a crucial role in counter-cyclical adjustments, with plans for more robust fiscal measures, including increased special bond issuance and targeted support for housing and land reserves [3] - The People's Bank of China is expected to implement a moderately loose monetary policy, with potential further reductions in reserve requirements and loan prime rates [3] Group 3: Investment Opportunities and Market Dynamics - Structural investment opportunities in the second half of the year are expected to focus on technology, new consumption, stable dividend assets, and central government leverage [5] - The technology sector, particularly in areas like AI, semiconductors, and military applications, is highlighted as a key area for investment due to ongoing U.S.-China strategic competition [5] - The capital market is projected to exhibit resilience and vitality, with a focus on high-quality development and opportunities in autonomous innovation, consumption upgrades, and energy transition [6]

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 重要会议： 2025势银绿氢产业大会（7月16-17日，江苏·无锡） 点此报名 重要会议： 2025势银（银川）长时储能产业大会（7月2日-3日，宁夏·银川） 点此报名 添加文末微信，加 绿氢 群 势银（Trendbank）绿色能源事业部研究团队始终保持对行业动态的密切跟踪，针对氢能产业制储 运加用等方面进行分析研判。势银分析师定期或不定期地与产业链企业紧密互通，掌握最新的项目 动态、新品情况、技术发展趋势、交付信息等，并形成氢能产业月度报告及分析师观点，旨在为业 内各方参与者提供行业最新动态进展与决策参考。 月报交付时间：次月10日-15日 交付形式：PDF月报 目 录 1、电解水制氢行业动态 1.1ALK电解水制氢行业动态 1.2PEM电解水制氢行业动态 1.3AEM电解水制氢行业动态 2、绿氢项目及下游消纳动态 2.1 绿氢项目动态 2.2 绿醇项目动态 2.3 SAF项目动态 4.2 燃料电池系统订单详情 4.3 燃料电池行业发展 ...

深圳商报·读创客户端记者 詹钰叶 一年一度的新财富500创富榜如期而至，上榜企业家群像的吐故纳新，鲜明勾勒出时代的轨迹，更指引出未来的航向。在创新与出海拉动下，中国民企的价 值创造能力加速释放，今年上榜的500位企业家或家族持股总市值达到13.7万亿元，平均持股市值为273.8亿元，上榜门槛为66.2亿元，有341人的身家在百亿 以上。AI主导了榜单前十名的变换，42岁的张一鸣凭借4815.7亿元持股估值，首次登顶。 42岁的张一鸣以4815.7亿元持股估值，首次问鼎首富，比第二名钟睒睒高出1200亿元。而张一鸣首次上榜是在2018年，当时身家仅为120亿元。他在字节跳 动中持股21%，其火箭一般的股权升值速度，来源于今日头条、抖音、TikTok等产品"时间杀手"般的用户黏性，更在于AI赋能。 | 2025 2024 | | 姓名 | 主要公司 | 公司总部 | 年龄 | | --- | --- | --- | --- | --- | --- | | | 名次 名次 | | | | | | 1 | 3 | 张一鸣 | 字节跳动 | 北京 | 42 | | N | 1 | 钟龄龄 | 农夫山泉/万泰生物 浙江杭 ...

Core Insights - Artificial Intelligence (AI) is identified as the core engine driving changes in the 2025 "New Fortune" magazine's "500 Wealth Creation List" [2] - The total market value of the 500 entrepreneurs listed this year reached 13.7 trillion yuan, an 11% increase year-on-year, with an average holding value of 27.38 billion yuan [2] - The top ten wealth holders prominently feature AI, with ByteDance founder Zhang Yiming leading with a holding valuation of 481.57 billion yuan [2][3] Group 1: AI's Impact on Wealth Creation - AI is reshaping the wealth landscape, with significant contributions from entrepreneurs like Liang Wenfeng, founder of DeepSeek, who entered the top ten with a wealth of 184.6 billion yuan [2] - The AI applications under ByteDance, such as Doubao and Jimeng, have achieved remarkable user engagement, contributing to the company's rising valuation [2] - The wealth of internet giants like Tencent's Ma Huateng and Alibaba's Jack Ma has also seen significant increases due to the AI narrative [3] Group 2: Demographics and Industry Trends - The top ten wealth holders include a younger demographic, with six out of ten being under 55 years old, including three "post-80s" entrepreneurs [3] - The TMT (Technology, Media, and Telecommunications) sector leads in wealth creation, with 110 individuals listed and a total wealth of 3.34 trillion yuan, driven by chips, AI, and consumer electronics [3][4] - The consumer goods sector shows robust growth, with 53 individuals listed and a 25% year-on-year increase in average holding value [3] Group 3: Regional Wealth Distribution - Zhejiang province emerges as the biggest winner with 76 individuals on the list, reflecting a net increase of 10 over five years [4] - The western regions of China, including Sichuan, have also seen significant increases in the number of listed entrepreneurs, indicating a shift in the regional wealth landscape [4] - The report highlights the importance of original innovation in driving wealth creation, particularly in AI, quantum computing, and chip technology [4] Group 4: International Expansion - Chinese companies are accelerating their overseas business expansion, with several industries reporting over 20% of their revenue coming from international markets [4] - The electronics and automotive sectors are projected to achieve overseas revenues of 1.45 trillion yuan and 1 trillion yuan, respectively, in 2024 [4]

Core Insights - The first Global Intelligent Machinery and Electronic Products Expo will be held simultaneously in Macau and Zhuhai from December 4 to 6, 2023, under the theme "Bay Area Intelligent Manufacturing, Global Sharing," expecting to attract 70,000 professional visitors from home and abroad [1][4]. Industry Overview - The expo aims to position itself alongside international exhibitions like Germany's IFA and the USA's CES, as the global technology competition landscape is undergoing significant changes, with disruptive technologies such as artificial intelligence and quantum computing accelerating breakthroughs [2]. - Guangdong province is a major hub for the intelligent machinery and electronic industry, producing 40% of the world's smartphones, one-third of China's industrial robots, a quarter of new energy vehicles, and one-fifth of integrated circuits [2]. Event Details - The expo will feature a dual-city exhibition model with six major themed pavilions. The Macau venue will focus on smart electronic products, covering areas such as smart communication, IoT, and metaverse technologies, with an exhibition area of 40,000 square meters and around 500 participating companies [4]. - The Zhuhai venue will showcase smart equipment, industrial internet, smart transportation, and health technology, with an exhibition area of 30,000 square meters and approximately 500 participating companies [4]. - The event will invite 5,000 international business association representatives and buyers, including major companies like Walmart, Daimler, Volkswagen, and Samsung, aiming to facilitate over 50 procurement matching activities during the expo [4].

据英国金融时报：英国政府将向量子计算投资超过5亿英镑。 ...

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 重要会议： 2025势银绿氢产业大会（7月16-17日，江苏·无锡） 点此报名 重要会议： 2025势银（银川）长时储能产业大会（7月2日-3日，宁夏·银川） 点此报名 添加文末微信，加 绿氢 群 势银（Trendbank）绿色能源事业部研究团队始终保持对行业动态的密切跟踪，针对氢能产业制储 运加用等方面进行分析研判。势银分析师定期或不定期地与产业链企业紧密互通，掌握最新的项目 动态、新品情况、技术发展趋势、交付信息等，并形成氢能产业月度报告及分析师观点，旨在为业 内各方参与者提供行业最新动态进展与决策参考。 月报交付时间：次月10日-15日 交付形式：PDF月报 目 录 1、电解水制氢行业动态 1.1ALK电解水制氢行业动态 1.2PEM电解水制氢行业动态 1.3AEM电解水制氢行业动态 2、绿氢项目及下游消纳动态 2.1 绿氢项目动态 2.2 绿醇项目动态 2.3 SAF项目动态 4.3 燃料电池行业发展趋势分析 示 例 电解水制氢行 ...

正是上述原因，此次科创板改革还试点引入资深专业机构投资者制度，希望借助这些机构投资者的专业 判断、真金白银的投入，帮助审核机构、投资者增强对企业科创属性、商业前景的判断，更加有效地识 别优质科技型企业。 对于机构投资者来说，真正考验他们专业能力的时候来了。 6月18日，中国证监会正式发布《关于在科创板设置科创成长层增强制度包容性适应性的意见》，在科 创板内部新设科创成长层，为未盈利但前景广阔的科技型企业开辟专属上市通道。科创成长层企业股票 简称后添加"U"（Unprofitable），作为特殊标识。 科创成长层的推出，大幅提升了资本市场对科技创新企业的包容性与适应性，为人工智能、商业航天、 低空经济等更多前沿领域注入源头活水，体现资本市场服务科技创新的应有之义。 需要指出的是，当资本市场向未来科技敞开大门时，当"U"标识企业持续涌入资本市场时，新的投资机 遇实际上也对投资者的专业投资能力也提出了更高的要求和更大的挑战。 科创成长层企业的"U"标识，暗含着企业更难以评估的价值。实事求是地说，很多未盈利科技企业有技 术理论的支撑，但其价值更多被寄望于未来的市场潜力，而非眼前实实在在的利润，投资者不能沿用传 统的市 ...