Are we starting with the premise that for the past 30 or 40 years things have gotten worse for workingclass New Yorkers. It is more unaffordable. So if you start with that premise, we can't stay status quo.Now I'm oriented around the nature of as we build affordable housing, what is the price point. Can we get people with two kids living in the city so that they can work at Fizer. I'm less worried about the Fiser seuite. I'm worried about the Fiser clerk.I I don't think New York residents are undertaxed. Uh ...

Investment Rating - The industry investment rating is "Positive" (maintained) [4] Core Insights - The RDA (Real Data Assets) paradigm has been introduced, emphasizing the integration of real data with physical assets, enhancing the authenticity and value of other physical assets, and promoting the capitalization of data elements [1][2] - RDA focuses on the transformation of real data into "golden assets" through blockchain technology, creating a complete path from asset registration to trading, and enhancing the interaction between data elements and capital markets [2][4] Summary by Sections RDA Paradigm and Central Bank Signals - On July 3, the Shanghai Data Exchange released a report on RDA, marking a new phase in data assetization [1] - The People's Bank of China has outlined its achievements and future plans in promoting the deep integration of digital technology and data elements [1] RDA Characteristics and Financialization - RDA consists of three stages: asset preparation, asset issuance, and asset trading, forming a complete chain for the digitalization of physical assets and financialization of data assets [2] - RDA's five characteristics—real number integration, genuine transparency, credible returns, value reconstruction, and ecological collaboration—enhance the interaction between data elements and capital markets [2] Market Potential and Application Scenarios - The RDA market has vast potential, with expected exponential growth in application demand as RDA becomes a mainstream asset type [4] - RDA's versatility allows it to be applied across various non-standard scenarios, including supply chain finance, carbon assets, industrial internet, travel, and intellectual property [4] Related Companies - Companies involved in data and physical asset integration include Jianhui Information and Jieshun Technology [4] - Blockchain foundational companies include Shanda Diwei, Jiuyuan Yinhai, and Zhongke Jiangnan [4] - Companies focused on data capitalization include Shanghai Ganglian, Toris, Hehe Information, and others [4]

本文首发于公众号"私募排排网"。 （点击↑↑ 上图查看详情 ） 中国量化私募行业历经多年的发展，目前已形成清晰的代际格局。2015年7月前成立的老牌量化 私募，穿越2015年股灾、2018年寒冬，凭借牛熊周期淬炼的策略韧性成为"长青树"；2015年7月 至2020年6月崛起的中生代量化私募，赶上股指期货松绑、融券扩容等事件，策略迭代与规模扩 张同步加速；2020年7月及之后入场的新锐量化私募，恰逢AI快速发展的时代，凭借独特策略在 快速演变的结构性行情中逆势突围。 那么，截至2025年6月底，国内老牌量化私募（成立超过10年）、中生代量化私募（成立5-10 年）、新锐量化私募（成立小于5年）都有哪些？今年上半年表现位居前列的量化私募分别又有 谁呢？ 0 1 老牌量化：头部私募占比超 30% ！稳博、龙旗、智信融科业绩居前 管理规模在5亿以上的老牌量化私募共有111家。其中， 头部私募（管理规模 50亿以上）共有36 家，数量在老中新三代量化私募中最多，占老牌量化私募数量的32.43%。 此外， 规模为5-50亿 的私募共有75家。 从办公城市来看，上海地区的私募占比过半，共有58家；北京、深圳地区的私募数量也 ...

计算机 | 证券研究报告 — 行业周报 2025 年 7 月 15 日 强于大市 稳定币/RDA 共振，看好金 融 IT 与跨境支付企业发展 机遇 计算机行业"一周解码" 近期，稳定币/RWA/RDA/CIPS 等领域政策陆续发布，稳定币在跨境支付与 汇款、B2B 支付和资产代币化结算方面具有提高效率、降低成本、提高透明 度的优势。我们认为金融 IT 与跨境支付企业有望迎来较好的发展机遇。 相关研究报告 公司动态： (1)久远银海：公司发布 2025 年半年度业绩预告，预计上半年实现营收 4.14-4.54 亿元，同增 5%-15%；归母净利 0.26-0.32 亿元，同比大幅增长 130%-180%。 (2)浪潮信息：公司拟使用自有资金和自筹资金以集中竞价交易方式回购 公司部分 A 股股份。本次回购资金总额不低于人民币 2 亿元（含）且不 超过人民币 3 亿元（含），回购价格不超过人民币 75.59 元/股，预计回 购股份数量约为 2,645,852 股至 3,968,778 股，约占公司目前总股本的 0.18%至 0.27%。 投资建议 稳定币/RDA 共振背景下，我们认为金融 IT 企业与跨境支付企业有 ...

How These French Founders Built A Warby Parker Competitor That’s Even More Affordable https://t.co/4cGm3dxU3B https://t.co/4cGm3dxU3B ...

® % @1 … 1 39 22:51 @ G Q Q N ( 逻辑精选红宝书 2025.7.13市场逻辑精选 逻辑红宝书 2025-07-13 特别提示: 下文涉及的题材或公司,内容罗列和篇幅长短,与 后续涨跌无关，亦均非进行推荐，仅作研究辅助。投资者应自 主决策,注意风险。 RDA: RWA核心要素,助推数字资产上链 ◇驱动: 2025年7月10日，上海市国资委党委中心组召开专题 学习会, 重点讨论稳定币与RDA的发展趋势及应对策略，此前 上海交易所提出RDA (实物资产数字化) 首创新范式, 强调数 据与实体资产的深度融合。 非研公社-红宝书 FERH, ○RDA (实物资产数字化)：具备实数融合、真实透明、收益 可信、价值重构和生态协同的五大特点，可分为资产准备、资 产发行。资产交易三个环节，通过数据资产交易市场功能保障 和区块链等可信技术保障,推动实体资产在数字世界的价值映 射,RDA有望帮助RWA建立起信贷融资、股权融资、证券化和 全球募资四类资金渠道，未来或将赋能RWA突破实体资产融资 的核心瓶颈。 金证股份: 参股公司卓信科技具备全方位稳定币基建能力, 可 提供稳定币发行平台及平台模块。 非研 ...

2025 年 07 月 15 日 双融日报 --鑫融讯 分析师：万蓉 S1050511020001 wanrong@cfsc.com.cn 市场情绪：75 分（较热） 最近一年大盘走势 资料来源：Wind，华鑫证券研究 -15 -10 -5 0 5 10 15 20 25 (%) 沪深300 相关研究 | 1、《双融日报》2025-07-14 | | --- | | 2、《双融日报》2025-07-11 | | 3、《双融日报》2025-07-10 | ▌ 华鑫市场情绪温度指标：（较热） 华鑫市场情绪温度指标显示，昨日市场情绪综合评分为 75 分，市场情绪处于"较热"。历史市场情绪趋势变化可参 考图表 1。 ▌ 热点主题追踪 今日热点主题：机器人、RDA、创新药 1、机器人主题：据国新网 7 月 14 日消息，国务院新闻 办公室将于 2025 年 7 月 15 日(星期二)下午 3 时举行"新征 程上的奋斗者"中外记者见面会，请民营企业家代表围绕 "弘扬企业家精神，坚定做优秀中国特色社会主义事业建设 者"与中外记者见面交流。另外，智元机器人和宇树科技成 功中标中移（杭州）信息技术有限公司 2025 年至 20 ...

New York City had a total upset. The Democratic mayoral candidate now for the party is a relatively young Zoran Mdani, 33 years old. Few had heard of him a year ago.His progressive policies powered him to take on Andrew Cuomo and win. A name that in New York and around the country is known far more than his. The message though was laser focused on kitchen table priorities, affordability, and the kind of progressive populism which Democrats have sometimes lost sight of.and it worked. We live in the most expe ...

People move to the sunbelt for affordable homes. But it is getting harder to build there https://t.co/9oQ9DiO1c7 ...

[Applauso] [Musica] Buonasera a tutti. Io non vi vedo bene, quindi non riesco a distinguere chi è sveglio e chi dorme, però generalmente mi dicono che nelle prime file si mettono le persone più interessanti e brave guardandovi bene. Vedo che oggi non è successo, ma non fa niente, voglio dire, è un grande momento, veramente ci sono ragazzi che W J Scarpe, insomma, ognuno è è pronto. Io vorrei ringraziare tutti coloro che mi hanno invitato, anche perché so bene che questo incontro avrà tre caratteristiche fon ...