值得注意的是，Ani还拥有"NSFW"模式，即包含裸露、暴力或色情等不适合在工作场合浏览的内容。这也引发了外界对未成年人接触不当内容的担忧。 AI情感陪伴应用可以说是这波AI大模型应用浪潮中最火热的赛道之一。 作者 | 黄昱 编辑 | 王小娟 AI情感陪伴赛道又迎来了一名重量级玩家。 近日，埃隆・马斯克（Elon Musk）旗下人工智能公司xAI开发的人工智能聊天机器人Grok，推出了基于Grok 4大模型的"伴侣"（companions）功能。该功能 旨在提供更具沉浸感和情感参与度的AI互动体验。 马斯克对这一功能十分重视，亲自下场为其摇旗呐喊，并在社交平台X上将这一消息置顶。对于Grok而言，"伴侣"功能的推出是其在AI竞争中寻求差异化、 深化用户关系，并进一步拓展商业模式的重要举措。 Grok 首批上线的两名"伴侣"角色是二次元哥特风女孩形象Ani和卡通风格小熊猫"坏鲁迪"（Bad Rudy），都拥有3D动画形象。用户可以通过语音和文字与角 色进行互动，角色会以其独特的个性和预期作出回应。 目前来看，Ani是主推角色，但Grok这项"伴侣"服务如今仅向每月支付30美元的SuperGrok订阅服务用户开放 ...

央视网消息：记者从水利部了解到，今年入汛以来，我国强降雨过程多、强度大，中小河流洪水多发、频发、重发。 今年入汛以来全国共发生19次强降雨过程，第1号台风"蝴蝶"于6月13日登陆，较常年偏早14天，是1949年以来第7个首台即登陆的台风， 受其影响，珠江、长江、太湖、浙闽地区9个省份降暴雨到大暴雨，83条河流发生超警以上洪水。 雨水情监测预报的"三道防线"是由气象卫星和测雨雷达、雨量站、水文站以及降雨预报模型、产汇流水文模型、洪水演进水动力学模型组 成的。截至目前，全国已建水利测雨雷达101部，覆盖110条河流，充分共享应用气象部门雷达数据或产品，"云中雨"监测预报预警能力大幅提 升。 今年入汛以来，多地暴雨洪水多发、频发、重发，"三道防线"耦合贯通的雨水情监测预报体系应用成效突出。 7月16日，全国进入"七下八上"防汛关键期。水利部预测"七下八上"期间，区域性阶段性旱涝明显，南北洪涝偏重且北部重于南部；可能 有2—3个台风登陆我国，有1个较强台风北上影响北方地区；长江中下游、江淮、新疆中北部等可能出现阶段性干旱。 水利部副部长王宝恩称："台风暴雨洪水防御是做好防汛关键期各项工作的重要一环，水利部将强化雨水情 ...

Group 1: Market Performance - The Chinese innovative drug sector experienced a rare strong surge in the first half of 2025, with the Hang Seng Innovative Drug Index up 80% year-to-date as of July 16, 2025, and the Wind Innovative Drug Index rising nearly 40% [1] - The performance of various medical funds, including the top-performing Longcheng Medical Industry Selected Fund, provides key insights into the innovative drug market trends [1] Group 2: Fund Performance - Longcheng Medical Industry Selected Fund saw an impressive quarterly performance with a 35.86% increase, significantly outperforming its benchmark by over 30 percentage points, and its total assets surged from 0.36 million to 11.08 million, marking a nearly 30-fold increase [2] - As of July 16, 2025, the fund's year-to-date net asset value growth reached 102.52%, making it one of the "doubling funds" in the market [2] Group 3: Investment Strategy - Fund manager Liang Furui adopted an aggressive strategy, increasing holdings in companies like Sanofi, Innovent Biologics, and CSPC Pharmaceutical, with some stocks doubling in value, driving the fund's net asset value increase [4] - The Longcheng Medical Industry Selected Fund plans to focus on innovative drugs in the third quarter, emphasizing clinical data releases, overseas licensing, and domestic sales growth [11] Group 4: Other Fund Insights - Other funds in the Longcheng system also showed steady growth, with Longcheng Health Mixed Fund and Longcheng Medical Technology Mixed Fund reporting asset increases of 7.24% and 17.37%, respectively [7] - In contrast, Yongying Medical Health Fund faced challenges, with a complete turnover of its top ten holdings and a negative net asset growth rate over the past three months, despite a 57.82% increase in fund size [8][9] Group 5: Future Outlook - Most fund managers remain optimistic about the innovative drug sector for the second half of the year, with a focus on the strong potential of domestic innovative drug companies based on clinical data and ongoing product commercialization [11][12] - Yongying Medical Health Fund's manager highlighted the importance of identifying emerging opportunities within the innovative drug sector, aiming for higher allocation in high-odds opportunities [12]

逾百平方米独家原稿展区、20米长廊互动投影、收藏级手办等周边……近日，备受瞩目的《英雄联盟： 双城之战》限定纪念展于北京SKP-S四层的T-10展览空间开幕，吸引了不少年轻人前去打卡。 打卡喜欢的兴趣内容已经成为不少年轻人日常生活的一部分。今年7月，在2025新京报贝壳财经年会上 发布的《2025年轻人生活方式报告》（以下简称《报告》）提到，年轻人的消费正从"功能满足"转 向"情绪共振"，99.9%的受访者会为情绪价值消费。与此同时，70.7%的受访者"偶尔"或"经常"会进 行"为影视、动漫、游戏等兴趣内容打卡"。 记者了解到，此次《英雄联盟：双城之战》限定纪念展就是为众多英雄联盟玩家和《英雄联盟：双城之 战》剧迷打造的终极"奥术"狂欢。展览不仅延续了动画剧集的独特魅力，更引领观众沉浸式探索《英雄 联盟：双城之战》动画背后的艺术之美与极致匠心。展览将持续至8月31日。 "双阵营路线"设计成最大亮点，吸引众人前来探索体验 此次《英雄联盟：双城之战》限定纪念展落地北京地标级商场SKP-S。SKP-S是科技、艺术与时尚无界 融合的购物空间，位于四层的T-10展览空间也不断策划极具先锋性、潮流感与艺术气息的主题活动。 ...

行业 工业硅日报 油） 021-60635738 lijie@ccb.ccbfutures.com 期货从业资格号：F3031215 021-60635737 renjunchi@ccb.ccbfutures.com 期货从业资格号：F3037892 硅）028-8663 0631 penghaozhou@ccb.ccbfutures.com 期货从业资格号：F3065843 021-60635740 pengjinglin@ccb.ccbfutures.com 期货从业资格号：F3075681 021-60635570 liuyouran@ccb.ccbfutures.com 期货从业资格号：F03094925 研究员：李金（甲醇） 021-60635730 lijin@ccb.ccbfutures.com 期货从业资格号：F3015157 研究员：冯泽仁（玻璃纯碱） 021-60635727 fengzeren@ccb.ccbfutures.com 期货从业资格号：F03134307 日期 2025 年 07 月 17 日 能源化工研究团队 研究员：李捷,CFA（原油燃料 研究员：任俊弛（PTA/MEG） ...

Variety Views Stock Index Futures - On July 16, A-share major indices fluctuated. The Shanghai Composite Index fell 0.03% to 3503.78, the Shenzhen Component Index dropped 0.22% to 10720.81, and the ChiNext Index declined 0.22% to 2230.19. The trading volume in Shanghai and Shenzhen stock markets was 1442 billion yuan, a decrease of 170 billion yuan from the previous day. The CSI 300 Index adjusted, closing at 4007.20, down 11.86 [1]. Coke and Coking Coal - On July 16, the coke weighted index fluctuated, closing at 1502.6, down 21.9. The coking coal weighted index also fluctuated, closing at 912.0 yuan, down 14.4. For coke, due to the rising price of coking coal, the number of loss - making coke enterprises increased, and the supply continued to shrink. A price increase was about to be implemented, and short - term coking profits were expected to recover. But with the strong rise of coking coal prices, coke enterprises still faced loss pressure and might raise prices again. The demand from downstream steel mills was supported, and the inventory structure improved. For coking coal, domestic supply increased as mines resumed production, the Mongolian port was about to resume customs clearance, and the arrival of Australian coal increased this week. The import profit of overseas coal was restored, and subsequent shipments might increase [1][2]. Zhengzhou Sugar - Affected by the rebound of US sugar and weak spot quotes, the Zhengzhou Sugar 2509 contract fluctuated narrowly and closed slightly higher on Wednesday. At night, it continued to fluctuate narrowly. In India, the water level of 161 major reservoirs reached nearly 52% of the total capacity, higher than last year and the past ten - year average. The southwest monsoon was active, and the sown area of monsoon crops increased by 11% compared with last year [2]. Rubber - Thailand's meteorological department warned of heavy rain from July 19 - 21, which might slow down rubber tapping and reduce supply, supporting the futures price. However, weak demand prospects dampened market sentiment. Trump announced a 30% tariff on products from Mexico and the EU starting from August 1, 2025. Affected by these factors, Shanghai rubber fluctuated narrowly and closed slightly higher on Wednesday and continued to rise slightly at night. In June, China's imports of natural and synthetic rubber (including latex) were 599,000 tons, a 27.2% increase from 2024. In the first half of the year, the total imports were 4.075 million tons, a 24.1% increase from last year [3]. Soybean Meal - Internationally, on July 16, CBOT soybean futures prices rose due to hopes of increased US export demand. The good growth of US soybeans reduced the risk of production cuts. Brazil's soybean exports in July were expected to be 12.19 million tons. Domestically, on July 16, the main soybean meal contract M2509 closed at 2977 yuan/ton, down 0.03%. The arrival of imported soybeans and the oil mill operating rate remained high, but feed enterprises' purchases were limited, and the supply pressure at the spot end increased. There was a large order gap for imported soybeans after September, which supported the far - month contract [5]. Live Pigs - On July 15, live pigs trended weakly, with the main contract LH2509 closing at 14010 yuan/ton, down 1.68%. High - temperature weather increased the risk of pig diseases, and farmers were more willing to sell. The terminal market was in the off - season, and demand was weak. The inventory and performance of sows were recovering, and there was still supply pressure in the medium - to - long term [5]. Palm Oil - On July 16, palm oil maintained a high - level volatile trend, with increased amplitude. It closed at 8722, up 0.16%. From July 1 - 15, 2025, Malaysia's palm oil yield increased by 17.95%, the oil extraction rate decreased by 0.17%, and production increased by 17.06% [6]. Shanghai Copper - The better - than - expected US CPI data led to the rebound of the US dollar index, which restricted the rebound of non - ferrous metals. However, the inventory accumulation in non - US regions was limited, and the narrowing of the refined - scrap price difference in China weakened the downward momentum of Shanghai copper. It was expected to fluctuate between 77500 - 78500 yuan/ton. If it could hold the support at around 78000 yuan, it might continue to be slightly stronger; otherwise, it might test the 77500 - yuan support [6]. Logs - On Wednesday, the 2509 log contract opened at 788, with a low of 787, a high of 797, and closed at 797, with an increase of 2549 lots in positions. Attention was paid to the support at 785 - 790 and the resistance at 800. The spot prices in Shandong and Jiangsu remained unchanged. From January - June, China's log and sawn timber imports decreased by 12% year - on - year. Port shipments decreased, and spot trading was weak [6][7]. Cotton - On Wednesday night, the main Zhengzhou cotton contract closed at 14165 yuan/ton. On July 17, the minimum basis price at Xinjiang's designated delivery warehouses was 430 yuan/ton, and the cotton inventory decreased by 73 lots compared with the previous day [7]. Steel - On July 16, rb2510 closed at 3106 yuan/ton, and hc2510 closed at 3253 yuan/ton. High - temperature weather affected downstream construction, weakening steel demand and increasing supply - demand pressure. However, the cost supported steel prices. In the short term, steel prices were expected to adjust narrowly [7][8]. Alumina - On July 16, ao2509 closed at 3111 yuan/ton. The domestic alumina spot price was stable, the trading activity was average, holders were reluctant to sell, and downstream enterprises made rigid purchases. The trading volume was limited [8]. Shanghai Aluminum - On July 16, al2508 closed at 20435 yuan/ton. Shanghai aluminum fluctuated. With the macro - tariff concerns and the strengthening of the US dollar index, the supply side changed little, demand weakened, and the social inventory of aluminum ingots increased over the weekend, so it was under pressure at high levels [8].

2025 年 7 月 17 日 生猪：情绪转向 | 周小球 | 投资咨询从业资格号：Z0001891 | zhouxiaoqiu@gtht.com | | --- | --- | --- | | 吴昊 | 投资咨询从业资格号：Z0018592 | wuhao8@gtht.com | | 【基本面跟踪】 | | | 生猪基本面数据 | | | 单 位 | 价 格 | | 同 | 比 | | --- | --- | --- | --- | --- | --- | --- | | 价 格 | 河南现货 | 元/吨 | 14630 | | -100 | | | | 四川现货 | 元/吨 | 13900 | | -50 | | | | 广东现货 | 元/吨 | 16090 | | -200 | | | 期 货 | | 单 位 | 价 格 | | 同 | 比 | | | 生猪2509 | 元/吨 | 14010 | | -240 | | | | 生猪2511 | 元/吨 | 13490 | | -130 | | | | 生猪2601 | 元/吨 | 13700 | | -65 | | | | | 单 位 | 成交量 | ...

文字早评 2025/07/17 星期四 宏观金融类 期指基差比例： IF 当月/下月/当季/隔季：-0.23%/-0.56%/-0.90%/-1.73%； IC 当月/下月/当季/隔季：-0.18%/-1.12%/-2.03%/-4.15%； IM 当月/下月/当季/隔季：-0.27%/-1.38%/-2.54%/-5.38%； IH 当月/下月/当季/隔季：-0.27%/-0.35%/-0.38%/-0.35%。 交易逻辑：海外方面，近期主要关注点在美国对各国征收关税带来的影响。国内方面，重点关注 7 月份 "中央政治局会议"预期。近期防内卷及稳定币等题材带动市场风偏提升，相关权重板块带动股指出现 反弹。策略上，关注市场风格转换的机会，建议逢低做多 IF 股指期货。 国债 股指 宏观消息面： 1、李强主持召开国务院常务会议，研究做强国内大循环重点政策举措落实工作；听取规范新能源汽车 产业竞争秩序情况的汇报； 2、国家能源局发布消息，7 月 16 日全国电力负荷再创历史新高，首次突破 15 亿千瓦，较去年最大负荷 增加 0.55 亿千瓦； 3、黄仁勋表示，AI 的下一波浪潮将是机器人系统，在未来十年中，工厂将 ...

Core Viewpoint - The "Guling Yuan" Sino-American Youth Choir Week aims to enhance friendship and cultural exchange between Chinese and American youth through music, with over 1,000 participants from nearly 30 choirs [2][3]. Group 1: Event Overview - The event took place from July 9 to 13, 2025, in Fuzhou, China, featuring performances and cultural exchanges between Chinese and American youth choirs [2][3]. - The theme of the event is "Singing for Peace," serving as a significant platform for youth interaction and friendship [2][3]. - This is the largest themed Sino-American youth exchange event since the initiative to invite 50,000 American youth to China over five years was launched [2]. Group 2: Cultural Exchange Activities - Choirs performed in various locations, including historical sites and schools, engaging in "flash mob" performances [3][4]. - The American choir members participated in face-to-face cultural exchanges with local students, fostering emotional connections through music [3][4]. - Traditional Chinese cultural experiences were also included, such as softwood painting and performances by robots and robotic dogs [4]. Group 3: Personal Stories and Connections - Participants shared personal stories that highlight the long-standing friendship between the two nations, with historical ties dating back over a century [5][6]. - The event featured a story-sharing session that emphasized love, respect, and hope, reflecting the qualities needed in today's world [5][6]. - A collaborative art project titled "Guling Yuan: Peace Agreement" was created by Chinese and American youth, symbolizing their friendship [5][6]. Group 4: Future Initiatives - The Fujian Provincial Government plans to continue creating platforms for Sino-American youth exchanges, including academic and cultural activities [8]. - A memorandum of understanding was signed to establish friendly cooperation between Fujian and American youth organizations, promoting ongoing exchanges [7][8].

当地时间7月16日，美国疾病控制与预防中心数据显示，今年全美麻疹疫情已报告1309例确诊病例，这 一数字创下33年来的新高。目前，疫情已蔓延至至少39个州，其中得克萨斯州确诊病例超过760例。此 次麻疹疫情已造成两名儿童和一名新墨西哥州成人死亡，这是美国自2019年以来首次出现麻疹致死病 例。2019年，全美确诊麻疹病例超1274例，被视为1992年以来麻疹疫情最严重的一年。(央视新闻) ...