齐鲁晚报.齐鲁壹点史安琪李梦瑶见习记者乔泺茜亓子悦 6月13日，济南市城管局与齐鲁晚报齐鲁壹点联合举办"共商'有灯不亮'难题照亮市民'回家之路'"圆桌对 话。会上，家住济南中央商务区的市民张科反映，该片区环境优美，但部分路段的路灯却迟迟没有亮起 来，给居民生活造成不便。对此，相关部门表示，CBD部分路段"有路无灯""有灯不亮"难题将加速解 决，力争2025年底前完成所有路灯设施的移交。 对此，历下区城管局副局长赵立刚表示，经他们前期调研，中央商务区核心区由13家企业开发建设。根 据出让合同约定，商务区内配套道路及路灯等附属设施均由企业建设，39条命名道路分99个路段建设移 交。不过，赵立刚表示，当前因各项目建设周期和时序不同，部分道路及路灯建设滞后或未达移交标 准，影响居民出行与商务区品质。 赵立刚表示，历下区委、区政府高度重视，成立专班、定期开会推进建设移交工作，制定方案力争2025 年底完成全部移交，并对部分开发商确实无力建设的项目，做好了司法途径解决的准备工作。"对于未 按时移交的开发商，前期我们已进行逐一约谈，并明确移交时间。目前，部分开发商已按整改意见施 工。"赵立刚说。 代建道路方面，万科、龙湖负 ...

以色列驻美大使：我们非常接近摧毁伊朗的核基础设施。 ...

Core Viewpoint - The company, Hu Dian Co., Ltd. (002463), has shown a significant increase in stock price and market capitalization, indicating strong market performance and investor interest [1]. Group 1: Company Performance - As of June 13, 2025, Hu Dian Co., Ltd. closed at 38.62 yuan, up 9.0% from the previous week [1]. - The company's total market capitalization is 742.81 billion yuan, ranking 2nd in the components sector and 190th among all A-shares [1]. Group 2: Business Strategy and Market Focus - The company focuses on high-tech PCB products for communication equipment, data center infrastructure, and automotive electronics, implementing a differentiated product competition strategy [2]. - The company aims for sustainable growth by maintaining a balanced client base among top industry clients and investing in technology and innovation for high-density integration and high-speed signal transmission [2]. Group 3: Revenue Structure - In 2024, the enterprise communication market is expected to generate approximately 100.93 billion yuan, with server and HPC-related PCB products accounting for 29.48% and high-speed network switch products for 38.56% of revenue [3]. - The automotive segment is projected to achieve around 24.08 billion yuan in revenue, with emerging automotive PCB products making up 37.68% [3]. Group 4: Market Trends and Production Capacity - The demand for 800G switches is strong, driven by rapid developments in data center switch markets [4][6]. - The company has initiated small-scale production at its Thailand facility and is focused on improving production efficiency and yield [4]. Group 5: Capital Expenditure and Future Outlook - The company has increased investments in key processes and bottleneck processes, expecting improved capacity by the second half of 2025 [5]. - In Q1 2025, cash outflows for fixed assets and intangible assets were approximately 658 million yuan, indicating ongoing capital investment [5]. - The company is adapting to market challenges in the automotive PCB sector by enhancing technology development and collaborating with industry partners for product optimization [5].

Group 1 - Germany plans to launch a €500 billion infrastructure investment program to overcome economic stagnation, with a primary focus on repairing its aging railway system [1][2] - The government intends to allocate up to €10.5 billion to the railway system this year, which constitutes about half of the total infrastructure investment of €22 billion [1][2] - The German railway operator, Deutsche Bahn, is expected to receive the largest share of the funding, as it has already prepared a detailed investment project list [2] Group 2 - The government aims to improve intercity commuting experiences to shift the current political climate, as railway improvements are likely to be felt directly by the public [2] - In addition to railways, the investment plan includes €3 billion for broadband network improvements and €1 billion for bridge modernization [2] - Following the recent elections, the new government has relaxed the constitutional "debt ceiling" to allow unlimited borrowing for defense and established a €500 billion fund for upgrading old infrastructure [3]

Core Insights - The commercial market is witnessing significant ownership changes, with notable transactions involving major players like Wanda and Beijing SKP, indicating a shift in market dynamics and strategic transformations within management companies [1][8]. Group 1: Major Transactions - As of 2025, 53 Wanda Plaza locations have changed ownership, with transactions expected to generate approximately 3.5 to 4 billion yuan for Wanda [2][3]. - The acquisition of Beijing SKP by the Boyu Phase V US Dollar Fund has been approved, with the transaction completed on May 19, 2023, although the specific financial details remain undisclosed [9][8]. - The total area of the 48 Wanda Plaza locations involved in recent transactions exceeds 7.8826 million square meters, highlighting their commercial value and brand premium [5]. Group 2: Development Projects - The Yangzhou Y-MSD project, covering an area of 51,000 square meters, is set to be transferred to Tianjin TEDA Asset Management for 2.593 billion yuan, focusing on high-end commercial and mixed-use developments [12]. - The Shanghai Chenghuangmiao Square project, previously in bankruptcy, was acquired for 1.209 billion yuan, indicating potential revitalization of previously stalled developments [18]. Group 3: Market Trends - The trend of ownership changes reflects a broader strategy of asset optimization and capital recovery among major commercial players, with a focus on enhancing operational efficiency and market positioning [1][29]. - The emergence of REITs in the commercial real estate sector is enhancing the liquidity and value realization of quality assets, indicating a growing integration between commercial real estate and capital markets [27][29].

近段时间以来，多个城市将目光聚焦消费，计划出台提振消费的专项行动实施方案。 记者从广州市商务局网站了解到，《广州市提振消费专项行动实施方案（征求意见稿）》（简称《实施方案》）公开征求意 见，围绕居民就业增收促进行动、消费能力保障支持行动、服务消费提质惠民行动、大宗消费更新升级行动、限制措施清理 优化行动等多个方面，提出33项具体行动举措，旨在全方位激活消费市场。 来看《实施方案》重点内容： 1.拓展财产性收入渠道。组织国有企业开展国资收益申报上缴工作，加强国有上市公司市值管理。推动证券机构发展柜台债券 业务，支持个人投资者投资交易所市场政府债券。 2.严格执行最低工资保障制度，调整落实最低工资标准为2500元/月。完善劳动者工资正常增长机制、按照国家、省部署要 求，常态化推进清理拖欠中小企业账款工作。 3.落实国家育儿补贴政策，加大对符合条件家庭的生育支持力度。 4.全力抓好十五运会和残特奥会广州赛区筹办工作，高水平办好世界田联接力赛、广州马拉松赛等重大赛事，加快推进香港马 会从化马场建设和运营，推动冰雪运动和赛马运动消费发展。 8.发展直播电商、即时零售、社区团购，打造线上线下融合的新消费场景。推动邮轮旅游 ...

作者｜AICon 全球人工智能开发与应用大会 审校｜罗燕珊 硅基流动已完成数亿元人民币 A 轮融资。本轮融资由阿里云领投，老股东创新工场等机构超额跟 投，华兴资本担任独家财务顾问。 硅基流动创始人袁进辉表示："作为深耕 AI 基础设施领域多年的专业选手，硅基流动通过持续的技术 突破和产品创新有效解决了国内 AI 行业发展的多个重大问题。今年以来，随着阿里巴巴通义千问 Qwen、DeepSeek 等开源大模型崛起以及 AI 推理算力需求激增，公司业务迎来了爆发式增长。感 谢多方投资机构的信任与支持，在本轮融资帮助下，我们将继续加大研发投入，积极拓展海内外市 场，努力早日成为开发者首选的生成式 AI 开发平台。" 在即将于 6 月 27-28 日在北京举办的 AICon 全球人工智能开发与应用大会 上，我们荣幸邀请到 硅 基流动创始人 &CEO 袁进辉 带来主题演讲 《 AI-Native Cloud 构建之路与展望 》。他将分享基于 硅基流动在推理引擎、FaaS、MaaS、工作流等方面的探索，并展望 AI-Native Cloud 的未来。 硅基流动瞄准 AI 算力使用成本高企的难题，推出了一系列行业领先的技术 ...

据伊朗努尔新闻(Nour News)：国家水利和电力基础设施未受损害。 ...

Core Insights - Global cloud infrastructure services spending reached $90.9 billion in Q1 2025, marking a 21% year-over-year increase, driven by significant investments in cloud and AI infrastructure [1] - Leading cloud providers are accelerating infrastructure optimization to facilitate large-scale AI adoption, particularly through self-developed chips to reduce AI usage costs and enhance inference efficiency [1][3] - The top three cloud providers (Amazon Web Services, Microsoft Azure, and Google Cloud) maintained their market positions, collectively accounting for 65% of global cloud spending, with a combined year-over-year growth of 24% [1] Company Summaries Amazon Web Services (AWS) - AWS held a 32% market share in Q1 2025, with a revenue growth of 17%, while its AI business is in early development but maintains a triple-digit annual growth rate [5] - AWS introduced a pricing strategy in March 2025 to encourage the adoption of its self-developed Trainium AI chips, emphasizing a 30-40% performance-to-price advantage over NVIDIA [5] - AWS announced a $4 billion investment to establish a new cloud region in Chile by the end of 2026, reinforcing its long-term commitment to global infrastructure [5] Microsoft Azure - Microsoft Azure ranked as the second-largest cloud service provider globally, with a 23% market share and a 33% year-over-year growth, driven by AI contributing 16 percentage points to this growth [6] - Azure launched the GPT-4.1 model series in April 2025, expanding access to advanced AI capabilities for developers, with over 70,000 developers currently using the Azure AI Foundry platform [6] - The platform processed over 100 trillion tokens in Q1 2025, reflecting a fivefold year-over-year increase, while Azure reported nearly 30% improvement in AI performance under the same power consumption [6] Google Cloud - Google Cloud maintained a 10% market share in Q1 2025, achieving a 31% year-over-year growth, although its revenue backlog slightly decreased to $92.4 billion due to supply constraints [7] - Google launched the Gemini 2.5 model series in March 2025, which received positive recognition for its performance in inference and programming capabilities, enhancing application possibilities for developers and enterprises [7] - Google Cloud's active usage of AI Studio and Gemini API surged over 200% since the beginning of the year, indicating strong developer adoption and demand for generative AI solutions [7]

6月11日至12日，36氪WAVES新浪潮2025大会在杭州良渚举办，大会汇聚创投领域顶级投资人、新锐企 业创始人及深耕各自领域的独立创业者，共同探讨、寻找并走向"新纪元"。 全球支付及金融服务平台Airwallex空中云汇(以下简称"空中云汇")联合创始人兼总裁刘月婷受邀出席本 次大会，并参加主题为"全球化的'影子公司'"圆桌论坛，与iMile联合创始人兼首席技术官高文礼、泛鼎 国际副总裁毛云鋆、万邑通集团联合创始人兼副总裁高嵩阳以及Deel大中华区合作伙伴负责人沈小安等 嘉宾同台深度对话，共同通过自身领域的前沿视角，探讨当下复杂环境中，那些隐形在全球商业链条背 后、为国际化运营提供关键基础设施支撑的企业的角色价值与挑战机遇。 圆桌论坛-全球化的"影子公司" 出海企业跨境支付需求走向多元 在全球经济格局深刻调整、数字化加速渗透的背景下，那些深度嵌入全球商业链条、为企业国际化运营 提供关键基础设施支撑的企业，战略重要性日益凸显。本次圆桌论坛，正是聚焦于这一关键角色展开探 讨。 刘月婷作为联合创始人深度参与了空中云汇从零构建金融服务基础设施的过程，她认为："全球化趋势 下，我们观察到客户需求的变迁趋势——即从传 ...