潮玩IP不仅让消费市场热潮涌动，也正在重塑商场业态生态。以情绪价值驱动的潮玩品牌正逐步占据商 场一层核心位置，成为流量新引擎，逐步刷新商场一层的业态矩阵，驱动品牌与商场共探"潮流一层"的 新可能。 同时，头部品牌采用"核心辐射、梯度扩张"策略，在一线城市打造标杆门店，通过快闪、展览及IP联名 等高话题度活动，带动标准化产品向新一线及潜力城市渗透，激活线下商业活力。截至2024年，上海已 拥有超350家潮玩及杂货品牌门店。 回溯2025年上半年，《提振消费专项行动方案》等促消费政策密集落地，有效激发了消费作为经济增长 核心动力的作用。在这一背景下，消费市场呈现多元化、积极发展的态势，尤其在消费者更趋功能需 要、取悦自我、彰显个性等购物动机迭代下，潮玩经济、茶饮消费、宠物经济、户外经济、银发经济等 新兴经济形态迅速崛起，成为驱动市场活力与经济增长的新引擎。 潮玩经济：以情绪价值重塑线下商业生态 《哪吒2》潮玩周边热销、LABUBU全球爆火、WAKUKU现象级崛起……细数上半年哪个消费领域上 榜热搜最多，潮玩IP当仁不让。 一只不到手掌大的小玩具，在情绪价值与治愈经济的加持下，正在撑起消费市场的新增长极，更凭借情 ...

Core Viewpoint - Domestic scrap steel prices are fluctuating, with a tightening market and cautious procurement by steel enterprises, leading to a short-term stable and volatile outlook for the scrap steel market [1][2][3]. Group 1: Price Adjustments - Heavy scrap steel prices increased by 5 CNY/ton across major steel enterprises compared to the previous week [1]. - In the Central China region, heavy scrap steel prices are showing a slight upward trend, with prices reaching 2500 CNY/ton at Ansteel and 2590 CNY/ton at Wugang, an increase of 20 CNY/ton [2]. - In the North China region, heavy scrap steel prices have rebounded slightly, with prices at 2520 CNY/ton at Shougang Qian'an, an increase of 20 CNY/ton [3]. Group 2: Market Conditions - The overall market for scrap steel is tight, influenced by high temperatures and rainy weather affecting collection, processing, and transportation, leading to reduced output and tightening social inventory [1]. - In the South China region, scrap steel consumption has significantly decreased due to production cuts in long-process steel enterprises and increased shutdowns in electric arc furnace steel enterprises [2]. - The Northwest region's scrap steel prices are stable, with weak market transactions and average delivery conditions expected to lead to a consolidation phase [3]. Group 3: Regional Insights - In East China, scrap steel prices remain stable, with low consumption from steel enterprises and average transaction conditions [1]. - The Southwest region shows mixed price trends, with some increases and decreases based on individual processing site conditions [2]. - The Northeast region's scrap steel prices are stable, with cautious market sentiment and average procurement enthusiasm from steel enterprises [3].

Core Insights - The article emphasizes the development of tourism in ethnic regions of China, leveraging unique cultural resources to enhance visitor experiences and promote cultural heritage [6][10]. Group 1: Ethnic Tourism Development - Ethnic costumes, traditional crafts, and unique architecture serve as rich resources for tourism, creating immersive experiences for visitors [6]. - The rise in tourist numbers has revitalized the protection and development of ethnic cultures, injecting new vitality into local communities [6]. Group 2: Case Studies of Ethnic Regions - In Yanbian Korean Autonomous Prefecture, the Korean Folk Customs Park has transformed into a comprehensive tourism destination, featuring traditional Korean houses and cultural performances [8][9]. - The number of photography shops around the folk park has surged from fewer than five to nearly a thousand, indicating robust growth in local tourism [11]. Group 3: Cultural Heritage and Experience - In Guizhou's Miao and Dong Autonomous Prefecture, traditional crafts like batik and silver forging are integrated into tourism, allowing visitors to engage in hands-on experiences [12][13]. - The region has developed over 600 cultural products and simplified traditional crafts into accessible activities, attracting numerous tourists [12]. Group 4: Local Community Engagement - In Kashgar, local residents have opened homestays and cultural experience points, allowing tourists to immerse themselves in local life and traditions [14][15]. - The Kashgar Ancient City has seen significant tourist traffic, with approximately 13.06 million visitors and a total tourism revenue of 3.291 billion yuan in the first half of 2025 [15].

Core Concept - Mindful investing is emerging as a new paradigm in the investment field, focusing on psychological aspects and behavioral finance to enhance emotional management and rational decision-making in investments [1][4] Group 1: Mindful Investing Overview - Mindful investing combines mindfulness techniques, such as meditation, with professional investment practices to help investors manage emotions and make rational decisions [1] - Ray Dalio, founder of Bridgewater Associates, emphasizes the importance of meditation in achieving success, practicing it daily for 20 minutes [1] - The concept of mindfulness is deeply rooted in Eastern philosophy, promoting awareness of the present moment as a remedy for emotional distress [1] Group 2: Importance of Emotional Management - The book "Equanimity: Mindful Investing, Mindful Life" by Yang Jun explains the critical role of emotional management in investment performance, presenting the formula: "Investment Performance = Professional Knowledge × Emotional Management" [2][4] - Emotional awareness can help identify trends and enhance decision-making, but it is essential to manage emotions to avoid diminishing returns on professional skills [4] - The author illustrates that even highly capable individuals can see reduced effectiveness in their "investment performance" if they fail to manage their emotions [4] Group 3: Characteristics of Mindful Investing - Mindful investing emphasizes focusing on the present, maintaining rationality, and adhering to fundamental value investing principles, avoiding speculation and herd behavior [6] - It encourages a long-term investment approach, recognizing that short-term results may not always align with rational investment strategies [6] - The recent "National Nine Articles" from the State Council highlights the importance of promoting long-term investment strategies and rational investment principles in the capital market [6][7]

Peloton Interactive's (PTON -4.84%) woes have continued so far this year as the connected fitness company is still struggling to grow and turn a profit as it's been unable to overcome its post-pandemic collapse.While some investors continue to hope for a turnaround, there was little sign of one in its two quarterly reports through the first half of the year. The stock also fell in June when the Senate blocked spending from Health Savings Accounts (HSAs) on gym memberships and personal fitness activities.Thr ...

Market Overview - A-shares experienced a rebound with the Shanghai Composite Index reaching a new high of 3550 points on July 11, 2023, marking a 1.09% increase for the week [1][5] - The total market turnover on July 11 was 1.74 trillion yuan, the highest in over three months, with a significant increase of 221.5 billion yuan compared to the previous trading day [2][4] - The overall market saw 2960 stocks rise, with 68 hitting the daily limit up, while 2206 stocks declined [2] Sector Performance - Non-bank financials, computers, and steel sectors led the market gains, with respective increases of 2.02%, 1.93%, and 1.93% [2] - The real estate, steel, and non-bank financial sectors were the top performers for the week, with gains of 6.12%, 4.41%, and 3.96% respectively [3][5] - The rare earth permanent magnet sector saw significant activity, with companies like Northern Rare Earth and Baotou Steel hitting the daily limit up following positive earnings forecasts [3] Fund Flow and Investor Sentiment - Despite the market rebound, there was a cautious sentiment among investors, with a net outflow of over 14 billion yuan from the main funds on July 11 [4] - The computer, non-bank financial, and non-ferrous metal sectors saw the largest net inflows, amounting to 36.91 billion yuan, 32.78 billion yuan, and 7.22 billion yuan respectively [4] - The overall market capitalization of A-shares reached 102.11 trillion yuan, setting a new historical high [4] Future Outlook - Analysts suggest that the market is likely to continue its upward trend, driven by steady volume release and potential inflow of new capital [5][6] - There is an expectation of a new phase of market growth in the second half of the year, with a focus on sectors such as consumption, technology, and dividend stocks [6]

Core Viewpoint - The Federal Reserve's Goolsbee expresses a preference to wait for market anxiety to ease before making a more confident judgment on whether the U.S. economy can achieve a soft landing [1] Group 1 - Goolsbee indicates that current market conditions are characterized by heightened anxiety, which may impact economic assessments [1] - The statement suggests a cautious approach from the Federal Reserve regarding future monetary policy decisions [1] - There is an implication that a clearer economic outlook may emerge as market conditions stabilize [1]

点击图片▲参与活动 1. 本文内容精选自2025年7月9日《每天听见吴晓波》的音频，会员可收听全部内 容，非会员可试听前1分钟。 【点击此处，收听音频】 2. 6月24日—7月25日期间购买《每天听见吴晓波》，可享"买1年得2年"的福利，还 送定制笔记本1本。 【点击此处，参与活动】 口述 / 吴晓波 （微信公众号：吴晓波频道） 先说一句题外话，几天前的7月5号，是《每天听见吴晓波》9周年的生日。这9个年头里，感谢 有大家的陪伴，谢谢大家一直都在。 【点击此处，参与全年仅1次福利】 今天和你分享一个字， 就是"爱"， 说起来简单，做起来却挺难的。 不知道大家有没有这样一种困扰，就是在人际交往中，你费心费力地对别人好，却得不到回应 或认可；或者你清楚对方关心你，却感受不到那份温暖。 那么如何去应对这种"爱的错位"呢？ 美国心理学家加里·查普曼的"爱的五种语言"可以提供一些方法。 第三，学会赠送礼物。 心理学上认为"礼物赠送"会激活人类本能的"互惠心理"，进而增进双方 关系的亲密度。美国婚姻与家庭治疗协会的数据显示，在纪念日互赠礼物的夫妻，其关系满意 度比从不赠礼的夫妻高47%。 查普曼的研究发现，人们主要通过五 ...

"从城市照明到数字文娱，是基于需求端做的场景拓展。"孙凯君表示，当城市空间被点亮，更需要丰富 的内容填充。而数字文娱板块的拓展，依托的正是罗曼股份的创意设计基因，也标志着罗曼股份从建设 向运营端进行多维度发展。 在孙凯君看来，企业的扩张"不是盲目追求市场热点"，而是基于核心能力的有的放矢。企业转型不是推 倒重来，而是站在既有的地基焕发新生。 战略重构 协同发展 2024年，孙凯君提出"一核双翼三板块"战略。自此，罗曼股份以景观照明为核心，以科技和创意为两 翼，驱动景观照明、数智能源、数字文娱三大板块协同发展。 多年来，罗曼股份深耕城市景观照明行业，已经成为景观照明行业龙头公司。公司拥有多项发明专利技 术，在城市夜景规划与夜经济布局、专业照明设计及施工、智慧路灯及智慧管理信息服务等方面具有先 发优势。孙凯君说："我们希望打造一个夜间的氛围场，让人可以到这里来感受城市的活力，成为城市 的窗口。" 孙凯君 ◎记者 杨翔菲 当外滩的景观灯光秀营造出城市氛围场，当AI画展让普通观众成为创作者，当英国著名的设计创意公 司霍洛维兹成为出海伙伴——罗曼股份董事长、总经理孙凯君用15年时间，让公司业务"始于光而不止 于光"。在 ...

Core Viewpoint - The price of gold continues to rise due to heightened market risk aversion and expectations of interest rate cuts by the Federal Reserve [1] Group 1: Market Sentiment - Concerns over President Trump's recent tariff announcements have increased market uncertainty, leading investors to seek safe-haven assets like gold [1] - Trump's proposals include new tariffs on imports from Canada, Brazil, and copper, which have contributed to the rising demand for gold [1] Group 2: Federal Reserve Influence - Market expectations for a more dovish stance from the Federal Reserve are supporting investor demand for gold [1] - The minutes from the Federal Reserve's June meeting indicate that only a few officials expect no interest rate cuts this year, further bolstering gold's appeal [1]