2024年11月25日，山东省正式批复，同意在济南市历下区设立省级经济开发区，定名为山东历下经济开 发区，成为济南第14家省级以上开发区。 张晓刚说，自经开区获批以来，区委、区政府高度重视经开区规划建设工作，聚焦土地性质调整、产业 规划编制等关键环节，梳理重点任务，建立工作台账，加大推进力度，加快破题起势。 齐鲁晚报·齐鲁壹点 夏侯凤超 获批复过半年，历下经济开发区（以下简称"历下经开区"）再次成为焦点。 7月8日，济南市一场新闻发布会上，历下经开区被视为历下区贯彻落实全市"工业强市"战略的核心抓 手。 半年来，历下经开区交出了怎样的答卷？有哪些新进展，又透露出哪些新信号？ 半年成绩单：从"规划蓝图"到"产业实景" "历下经济开发区是历下区贯彻落实全市工业强市战略的核心抓手。"7月8日的新闻发布会上，历下区委 常委、副区长张晓刚说。 推进和破题，首先需要高标准规划引领。 据介绍，历下经开区紧扣全市"13+34"产业链体系，锚定"X+2"主导产业定位，确定现代医药、电子信 息两大主导产业，聚焦细胞与基因治疗、高端软件两大特色方向，前瞻布局脑机接口、智能机器人、生 成式人工智能等未来产业，着力打造现代化科创高地。 ...

没有股票账户的投资者可关注国泰中证全指通信设备ETF联接A（007817），国泰中证全指通信设备 ETF联接C（007818）。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不预示 未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参考，不 构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险等级相 匹配的产品。基金有风险，投资需谨慎。 （文章来源：每日经济新闻） 7月8日，通信板块大涨，通信ETF（515880）收涨超4.6%。 华龙证券表示，高速光模块需求提升有望带动行业盈利能力提升。大模型兴起和生成式人工智能应用显 著提升带动人工智能服务器市场规模持续扩大，带动高速光模块需求快速增长。根据Lightcounting预 测，2025年800G以太网光模块市场规模将超过400G，随着高速光模块的快速导入，预计2029年800G和 1.6T光模块的整体市场规模将超过160亿美元。近年来中国光模块厂商在全球的市占率持续提升，最新 发布的2024年全球光模块TOP10榜单显示，中国厂商已在该领域占据主导地位（占 ...

Core Viewpoint - The global economic governance paradigm is undergoing profound evolution, characterized by the shift from a single power structure to a more collaborative and shared governance model, emphasizing multilateral participation and institutional restructuring [6][10]. Group 1: Global Economic Governance Changes - The current global economic governance is influenced by geopolitical conflicts, rising protectionism, and the acceleration of digital and green transformations, leading to a weakening of global growth momentum [6][12]. - The restructuring of financial order is a significant manifestation of adjustments in global governance, highlighting the need for a diversified sovereign currency coexistence and orderly competition [7][12]. - The role of the International Monetary Fund (IMF) and Special Drawing Rights (SDR) is evolving from crisis response to regular operation, enhancing their integration into trade, financing, and reserve systems [7][21]. Group 2: China's Role in Global Governance - China is transitioning from a rule-taker to a rule-maker in global economic governance, promoting high-level opening-up and aligning with international high-standard trade rules [8][12]. - The country is developing a comprehensive policy framework around digital payments, green finance, and data regulation, aiming to create replicable international governance solutions [8][12]. - China's commitment to multilateralism and shared development is evident in its efforts to enhance institutional compatibility and participation depth within the global governance system [7][8]. Group 3: Future Governance Paradigms - The future of global economic governance remains undefined, with key variables including the restructuring of multilateral mechanisms, the rule-based advancement of technological governance, and the diversification of the international monetary system [8][10]. - Balancing national sovereignty with global cooperation, efficiency with fairness, and risk prevention with innovation will be crucial for the effectiveness and sustainability of future governance frameworks [8][12].

Core Viewpoint - Hong Kong is emerging as a significant financial hub amidst global market volatility, driven by capital inflows and the need for alternative financing options due to the ongoing tariff wars and the depreciation of the US dollar [2][23]. Group 1: Market Dynamics - The Hang Seng Index rose over 20% following the announcement of "reciprocal tariffs," while the Hong Kong dollar reached a strong exchange rate of 7.75 against the US dollar [1]. - In the first half of 2025, net inflows from mainland China into the Hong Kong stock market exceeded 710 billion HKD, significantly higher than previous years [2]. - The Hong Kong IPO market saw a 700% year-on-year increase in funds raised, driven by international capital [2]. Group 2: Currency and Financial Stability - The US dollar index fell over 10% in the first half of 2025, marking its worst performance since 1973, leading to significant capital outflows from the US [3][23]. - The Hong Kong Monetary Authority intervened multiple times to stabilize the Hong Kong dollar, injecting approximately 129 billion HKD into the financial system [5][10]. - The Hong Kong dollar's exchange rate fluctuated between strong and weak zones, prompting discussions on the benefits and drawbacks of the linked exchange rate system [5][39]. Group 3: Wealth Management and Investment Trends - Boston Consulting Group predicts that by 2029, Hong Kong will surpass Switzerland as the largest cross-border wealth management center globally [4]. - Wealth management revenues in Hong Kong increased significantly, with HSBC reporting a 14% rise in wholesale banking income in the first quarter [17][30]. - The average wealth of adults in mainland China is projected to continue growing, enhancing cross-border investment potential [32]. Group 4: RMB and Trade Financing - Hong Kong is the largest offshore RMB business hub, handling about 80% of global offshore RMB payments [18]. - Cross-border RMB settlements between China and ASEAN countries grew by 35% year-on-year, indicating a shift towards RMB financing [22]. - The demand for RMB in trade financing is increasing, reflecting a broader trend of "de-dollarization" in international trade [26]. Group 5: Future Outlook - The financial landscape in Hong Kong is expected to evolve with increased focus on offshore RMB markets and digital financial infrastructure [38][45]. - The capital from the Middle East is becoming a significant source of wealth for Hong Kong, with sovereign wealth funds projected to grow substantially [37]. - Hong Kong's unique position as a "super connector" between China and international markets is likely to enhance its financial stability and growth prospects [46].

当被问及"你目前的营销技术工具对公司业绩有多大影响？"时，营销人员给出的平均影响分数为4.7分（满分7分，1分表示毫无影响，7分表示影响巨 大）。令人担忧的是，49%的受访者表示，实际效果与预期不符。他们还透露，44%已购置的营销技术工具闲置未用。 在营销技术上的巨额且不断增长的投入，与参差不齐的成效之间形成了鲜明对比，这引发了两个问题：1）造成这一差距的因素有哪些？2）企业应如何系 统地管理营销技术相关活动？我们的研究结果表明，相较于组织层面，对营销技术操作层面的过度关注，导致了投资与绩效的脱节。 尽管企业在营销技术上投入巨大，但这项技术往往未得到充分利用，成效也不尽如人意。在编制《首席营销官调查》的研究过程中，我们向292位资深营 销人员询问了他们如何使用该技术，以及未能取得最佳效果的原因。 营销负责人表示，他们今年计划将24%的预算用于营销技术。近三分之一（31%）的受访者指出，未来五年，营销技术方面的支出将增长55%。几乎没有 公司不受营销技术影响，这些预算趋势表明其影响力正在加速扩大。 营销技术组织评估表 为解决这一问题，我们提供了"营销技术组织评估表"。它总结了推动营销技术应用及提升其有效性的组织 ...

Core Viewpoint - The emergence of Generative Artificial Intelligence (AIGC) represents not only a technological revolution but also a reflection of human creativity, values, and trust, emphasizing the need for a humanistic approach to guide technology in serving humanity [2][5]. Group 1: AIGC Definition and Evolution - AIGC is defined as algorithms capable of generating text, images, music, and videos, exemplified by tools like ChatGPT, Midjourney, and DALL·E [2]. - The evolution of AI has progressed through several waves: from symbolic reasoning and rule-based systems to statistical learning, deep learning breakthroughs, and now to AIGC as a collaborative partner rather than just an auxiliary tool [3]. Group 2: Cultural Impact - AIGC is not merely a technical phenomenon; it has become a "cultural software" that reshapes how culture is expressed and defined in the digital age [3]. - The rise of AI-generated content raises questions about originality and the emotional and cultural value of rapidly produced works, echoing concerns raised by philosopher Walter Benjamin regarding mechanical reproduction [3]. Group 3: Applications in Education - AIGC has transformed education by providing personalized, scalable, and adaptive learning experiences, such as AI-assisted tutoring and dynamically generated learning materials [4]. - However, challenges include potential over-reliance on AI by students, which may weaken critical thinking skills, and the risk of exacerbating the digital divide due to uneven technology distribution [4]. Group 4: Applications in Healthcare - In healthcare, AIGC has demonstrated effectiveness through AI-generated diagnostic reports and image analysis tools, enhancing diagnostic efficiency and supporting clinical decision-making [4]. - Notable developments include specialized large language models like Google DeepMind's MedGemma and SenseTime's "Da Yi" model, which assist in diagnosis and patient communication [4]. Group 5: Societal Challenges - AIGC poses significant societal challenges, including information pollution, the ambiguity of copyright in creative industries, and potential job displacement in various sectors [5]. - There is a growing concern about a "crisis of trust" as distinguishing between true and false content becomes increasingly difficult, highlighting the need for responsible guidance in shaping AI's role in society [5].

人工智能正在引领新一轮技术革命和产业变革，香港在这波人工智能浪潮中没有缺席。今年2月，由香 港特区政府重点创科项目"InnoHK创新香港研发平台"资助的香港生成式人工智能研发中心发布HKGAI V1大模型，揭开了香港人工智能发展的新篇章。 从政策资金和战略性举措安排看，香港特区政府对人工智能和科技创新表现出强有力的支持。根据2025 至2026财政年度财政预算案，香港特区政府计划拨款10亿港元，专门用来建立香港人工智能研发院。除 此之外，还有更多的拨款用于相应领域的研究。2024年12月，香港目前规模最大的人工智能超算中心投 入使用，数码港人工智能实验室也同步启用。人工智能是未来新质生产力最关键的技术，香港特区政府 推出的多项政策措施将有序完善香港人工智能生态圈的发展和推动人工智能的"数智"应用，超算中心将 会成为香港人工智能发展中不可或缺的重要支柱。超算中心将汇聚算力、数据及算法技术的人才，加上 数码港人工智能实验室，数码港将会为人工智能生态伙伴和企业提供一个创新平台，联结相关的应用场 景。 香港具有人才和技术储备方面的优势。香港有世界一流的教育和研究机构，教学质量高、基础研究强、 国际联系广、与内地合作实 ...

人工智能技术的飞速发展正在重塑全球财富格局。美国知名投资人马克·库班近期发表震撼性预言，认为人工智能将催生全球首位万亿美元富豪。这一预测 基于AI技术的革命性潜力，以及其在各个领域的深度应用前景。库班指出，这位未来的万亿富翁很可能是某个能够以前所未有方式利用人工智能的创新 者，甚至可能现在还在某个地下室中默默耕耘。 AI技术的变革性影响 人工智能正在以前所未有的速度改变商业生态。当前阶段的AI应用仅仅是冰山一角，其真正潜力远未完全释放。生成式人工智能已经开始自动化处理日常 任务，从制定时间表到创建待办事项清单。部分用户将AI视为虚拟伴侣，寻求情感支持和对话指导。 数据分析领域展现出AI的核心优势。企业通过AI技术处理海量消费者行为数据和市场趋势信息，挖掘出具有商业价值的洞察。电商平台利用AI分析购买历 史和浏览记录，为消费者提供个性化推荐服务。这种精准推荐不仅提升用户体验，更直接转化为企业收入增长。 自动化生产和运营管理成为AI创造财富的重要途径。制造业中的智能机器人通过AI技术实现自主操作，完成重复性工作任务。这种自动化不仅提高生产效 率，还显著降低人工错误率。企业运营管理同样受益于AI技术，智能聊天机器人 ...

Core Viewpoint - The rapid development of digital technology is transforming future lifestyles, as showcased at the 2025 Global Digital Economy Conference with the unveiling of the "Digital Tide City" in Beijing, featuring applications of cutting-edge technologies like AR, MR, and AIGC [1][5]. Group 1: Event Highlights - The "Digital Tide City" in Beijing showcases immersive experiences, allowing visitors to engage with technologies that can instantly create stories, illustrations, and artworks through simple gestures [1][4]. - The Beijing Fang Digital Complex spans 6,000 square meters, featuring over 50 tech companies and 10 immersive exhibition areas, highlighting the deep integration of digital technology and cultural creativity [4][5]. - Daily visitor numbers at the complex reach approximately 2,500 to 2,800, with popular attractions like the XR immersive exhibition and C919 flight simulator often resulting in long queues [4][5]. Group 2: Technological Innovations - Key innovations include a handheld device called the "Digital Elf Guide," which combines AI voice interaction and high-transparency 3D imaging technology for 3D holographic explanations of exhibits [4][5]. - Technologies on display have practical applications in daily life, such as AR smart glasses for facilitating communication for the elderly and hearing-impaired, and a 3D asset encryption system to combat digital piracy [5]. - The immersive projects not only provide entertainment but also demonstrate the empowering effects of digital technology across various sectors, including business, culture, and tourism [5].

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容综合自路透社等 。 随着华尔街对人工智能的乐观情绪加倍，英伟达市值周四达到 3.92 万亿美元，一度有望成为历史 上最有价值的公司。 这家领先的高端人工智能芯片设计公司的股价在早盘交易中一度上涨 2.4%，至 160.98 美元，使 该公司的市值超过了苹果在2024 年 12 月 26 日收盘价创下 3.915 万亿美元的历史新高。 该股最新上涨 1.5%，至 159.60 美元，Nvidia 的股票市值达到 3.89 万亿美元，略低于苹果的纪 录。 Nvidia 的最新芯片在训练最大的人工智能模型方面取得了进展，刺激了对这家位于加利福尼亚州 圣克拉拉的公司产品的需求。 微软目前是华尔街第二大最有价值的公司，市值为 3.7 万亿美元，其股价上涨 1.7% 至 499.56 美 元。苹果上涨0.8%，市值达到3.19万亿美元，位居第三。 微软和亚马逊、Meta Platforms 、Alphabet 以及特斯拉等争先建立人工智能数据中心并主导新兴 技术的趋势刺激了对 Nvidia 高端处理器的巨大需求。 Themis Trading 交易联席经理乔·萨鲁齐 ( ...