智通财经7月16日讯（记者 吴雨其）6月以来，数字资产板块重新走高，成为A股市场最受关注的主题之 一。尤其是6月3日万得稳定币概念指数正式发布后，板块整体走势明显提速，仅一个多月内，该指数累 计上涨达35.13%，涨幅远超多数主流赛道，迅速引发各方关注。随着资金加速流入、个股轮动提速， 稳定币板块正从边缘题材跃升为市场主线之一。 市场热度的背后，是技术范式与产业逻辑的双重驱动。尤其是"RDA（真实数据资产）"概念的爆发，更 为稳定币行情注入新的催化剂。这一由上海数据交易所提出的新概念，通过区块链技术，将真实世界的 数据（例如钢材交易记录、光伏发电量、物流信息等）和对应的实体资产绑定，变成可交易、可融资的 数字资产。 随着概念的快速扩散，A股中涉及稳定币与RDA的相关公司股价持续攀升，资金层面频现超大单集中流 入。而在表层行情之下，公募基金的重仓动向与券商研究逻辑也正在同步变化。这一轮由政策趋势、技 术基础与市场热情共同推动的结构性行情，正重新定义数字资产在A股定价体系中的位置。 主力资金持续加码RDA概念股 稳定币概念的扩容起初来源于数字货币行业的底层结构变化，随后随着政策与产业共振，其在A股的映 射愈发清晰 ...

Group 1: Company Overview and Strategic Positioning - The company, formerly known as Meiya Baike, was rebranded to Guotou Intelligent in 2023 after being acquired by Guotou in 2019, establishing a complete and efficient resource ecosystem [2][3]. - Guotou Intelligent is positioned as a key player in the digital economy, focusing on digital infrastructure investment and operation, as well as strategic investments in core technologies [3]. - The company has a market share of over 50% in the electronic data forensics industry, making it a leader in this sector [4]. Group 2: Business Segments and Revenue Sources - The two main revenue sources are electronic data forensics and public safety big data, which together account for approximately 80% of the company's total revenue [4]. - The company covers one-third of the provinces in China with its public safety big data services, establishing itself as a leader in this niche market [4]. Group 3: Innovation and Development Initiatives - The company has established the "Guotou Group AI Wanlian Laboratory" and a technology innovation talent training base to enhance its R&D capabilities [3]. - It is expanding its digital governance capabilities by leveraging public safety big data technology to assist in crime prevention and national security [6]. Group 4: Performance Improvement Strategies - The company is implementing a "first responsible person system" and ongoing initiatives like "Jaguar" to increase new orders and optimize contract execution [7]. - The "All in AI" strategy aims to control costs effectively while enhancing overall performance [7]. Group 5: Talent Development and Training Programs - The company emphasizes talent development through summer camps and training programs, focusing on practical skills in AI and big data [8]. - Successful participants in training programs may receive direct job opportunities or recommendations for management trainee positions within Guotou Group [9].

7月16日周三，黄金市场延续了周二的疲软态势，现货金回落至每盎司3327美元附近，较前一交易日下 跌0.5%，期金也录得0.7%的跌幅。表面上看，美国6月CPI数据符合市场预期，并未带来显著超预期的 通胀惊喜，按理说应对金价构成支撑。然而，黄金走势的转弱，背后隐藏着更复杂的逻辑组合，尤其与 市场对关税政策、美联储路径以及避险需求之间微妙关系的重构密切相关。 尽管CPI环比上涨0.3%，同比仍维持在2.7%的水平，通胀并未"失控"，但这已经是近半年以来最强的一 次月度增长，市场对通胀再度抬头的担忧开始升温。同时，特朗普最新在社交平台上发文，再次强调希 望美联储降息，称"消费者物价很低，应该降息"，这无疑向市场施加了一种政策预期的暗示。然而，目 前的物价路径并不完全支持这种激进降息的诉求，因此市场定价并未明确转向。 市场对于特朗普可能进一步加征关税的预期正在升温。他提出对来自欧盟和墨西哥的商品征收高达30% 的关税，给投资者传递出一个矛盾信号：一方面关税可能推动输入型通胀，增加物价压力；另一方面， 美联储如果对此作出反应而非预判，则可能迟滞降息进程。因此，黄金作为对冲政策不确定性的工具， 在预期分歧中一时失去了明 ...

Core Viewpoint - The lifting of the export ban on NVIDIA's H20 AI acceleration chips is expected to accelerate the construction of data centers, computing centers, and intelligent computing centers in China [2]. Group 1: Impact of NVIDIA's Chip Export Ban Lifting - NVIDIA has applied for the restoration of H20 AI chip exports to China and received a commitment from the U.S. government to approve the relevant licenses [2]. - Prior to the ban, major Chinese internet companies like Tencent, ByteDance, and Alibaba had ordered over 600,000 H20 chips, with about 40% of orders unfulfilled due to the ban [2]. - The interruption in chip delivery has led to delays in new or ongoing data center projects, including Alibaba's Zhangbei project and the Guiyang data center cluster [2]. Group 2: Growth in Data Center and Battery Demand - The growth in computing power will increase electricity consumption, driving demand for data center energy storage solutions and battery cells [2]. - GGII predicts that global data center energy storage lithium battery shipments will exceed 69 GWh by 2027 and grow to 300 GWh by 2030, with a compound annual growth rate of over 80% from 2024 to 2030 [2]. - CATL views the demand for data center battery cells as a new growth area, highlighting significant market potential [2][3]. Group 3: Evolution of Data Centers - As AI and big data models become more prevalent, data centers and computing centers are evolving into intelligent computing centers (AIDC), with larger scales moving towards hundreds of MW or even GW [3]. - The low PUE requirements necessitate clean energy supply, thereby increasing the demand for energy storage solutions [3]. - The Ulanqab Zhongjin Data Low-Carbon Computing Base project has been launched, integrating a diverse clean energy supply system to support low-carbon data centers [3]. Group 4: Battery Companies' Involvement - Companies like CATL, Blue Lithium, Sunwoda, Yiwei Lithium Energy, and others are actively engaging in data center-related businesses, producing products such as UPS and BBU [3][4]. - The battery cells required for UPS and BBU typically include high-rate cylindrical cells like 18650 and 21700 to meet the demands of rapid power surges and frequent charge-discharge cycles [3]. - The use of full-tab technology in cylindrical cells enhances the safety performance of UPS and BBU by significantly reducing internal resistance and heat generation [4].

分析师：金价温和上扬 市场等待PPI数据反应 金十数据7月16日讯，金价在周三温和上涨，因美元走软，投资者正等待美国与其贸易伙伴之间的贸易 谈判更加明朗，以及另一份PPI通胀数据可能为美联储的政策前景提供的进一步指引。独立分析师Ross Norman表示："目前美元在美国PPI数据公布前走软，因交易商在近期的上涨后采取谨慎的立场，这令 金价温和上扬。"不过，Kedia Commodities的主管Ajay Kedia表示，尽管特朗普更新了新的关税，但黄 金市场已多次跌破3400美元的关口。此前，澳新银行在一份报告中预计："短期内，金价可能会盘整， 然后在年底前再次上涨至每盎司3600美元。" ...

Core Viewpoint - The article discusses the global trend of diminishing humanities programs in higher education, highlighting the challenges faced by humanities graduates in the job market and the shift towards more practical, employment-oriented education [3][4][5]. Group 1: Decline of Humanities Programs - Harvard University has canceled over 30 humanities courses, reflecting a broader trend among global universities to reduce or eliminate humanities programs [3]. - The reduction in humanities enrollment is driven by a perceived lack of job prospects for humanities graduates, as evidenced by statements from university leaders and government policies emphasizing employment-oriented education [4][5]. Group 2: Employment Challenges for Humanities Graduates - Humanities graduates face significant difficulties in securing jobs, with a reported offer rate of only 43.9% for humanities and social sciences graduates compared to 49.4% for STEM graduates [5][6]. - The starting salaries for humanities graduates are notably lower, with no humanities programs appearing in the top 20 for salary rankings among 2023 graduates [6][7]. Group 3: Shift in Career Aspirations - Many humanities graduates are increasingly turning to public sector jobs, with about 30% of 2024 humanities graduates considering civil service exams, compared to only 14% of STEM graduates [7][8]. - The trend of pursuing further education or alternative career paths, such as teaching or training, is prevalent among humanities graduates due to the competitive job market [7][8]. Group 4: Skills and Market Demand - The article emphasizes that the skills of humanities graduates, such as critical thinking and communication, are often undervalued in a job market that prioritizes technical skills and quantifiable results [8][9]. - The historical divide between humanities and sciences has intensified, with the latter being favored in a technology-driven society, further complicating the job prospects for humanities graduates [8][9]. Group 5: Long-term Prospects for Humanities Graduates - Despite current challenges, humanities graduates may find greater job satisfaction and opportunities for personal development in the long run, particularly in fields like education and cultural arts [9][10]. - The article suggests that the unique skills of humanities graduates may become more valuable as workplaces increasingly prioritize soft skills and interdisciplinary knowledge [10][11]. Group 6: Educational Reforms and New Opportunities - Universities are beginning to adapt their curricula to include interdisciplinary studies and practical skills, responding to the evolving job market [16][17]. - The rise of AI and technology is creating new opportunities for humanities graduates, as their critical thinking and communication skills become essential in a data-driven world [18][19].

1. Report Industry Investment Rating No relevant information provided. 2. Core Viewpoints of the Report The report presents a comprehensive overview of the futures market, including overnight and spot market conditions, important fundamental information, macro - news, fund flows, etc. It shows the price movements of various commodities such as palm oil, soybeans, and crude oil, and analyzes the impact of factors like weather, export data, and macro - economic indicators on the market [1][5][17]. 3. Summary by Relevant Catalogs Overnight Market Conditions - The closing prices and daily/overnight price changes of various futures contracts are presented, including Malaysian palm oil, Brent crude oil, US crude oil, US soybeans, etc. The price changes of major currency pairs are also provided [1]. Spot Market Conditions - The spot prices, basis, and basis changes of DCE palm oil, DCE soybean oil, and DCE soybean meal in different regions are given [2]. Important Fundamental Information - **Weather**: US soybean - producing states are expected to have higher - than - normal rainfall and higher temperatures from July 20 - 24. Some areas in the US Midwest have received rainfall, and the overall weather conditions are favorable for crops [5][7]. - **Palm Oil**: ITS and AmSpec data show a decline in Malaysian palm oil exports from July 1 - 15. However, UOB Kay Hian analysts believe that exports may increase in July, and production is expected to rise while inventory may remain stable [8][9]. - **Soybeans**: NOPA data shows that US soybean crushing in June was 185.709 million bushels. Anec predicts an increase in Brazil's soybean and soybean meal exports in July. The EU's imports of palm oil, soybeans, soybean meal, and rapeseed have decreased compared to last year [11][12]. - **Shipping**: The Baltic Dry Bulk Freight Index continued to rise, with freight rates for all types of ships increasing [13]. - **Trading Volume and Inventory**: On July 15, the total trading volume of soybean oil and palm oil decreased. The trading volume of soybean meal decreased, and the开机 rate of oil mills increased slightly. The port inventories of imported soybeans and soybean oil increased [14][15]. Macro - economic News - **International**: The probability of the Fed maintaining interest rates in July is 97.4%. US economic data such as CPI, NY Fed Manufacturing Index, etc., are released. OPEC maintains its global crude oil demand growth forecasts. The economic data of the Eurozone shows positive trends [17][18]. - **Domestic**: The RMB depreciated against the US dollar on July 15. The Chinese central bank conducted a net injection of 173.5 billion yuan. China's Q2 GDP growth rate was 5.2%, and other economic indicators such as retail sales and industrial added - value were also released [20]. Fund Flows - On July 15, the futures market had a net inflow of 11.281 billion yuan, with 4.329 billion yuan in commodity futures (including net outflows in agricultural futures and net inflows in chemical, black - series, and metal futures) and 6.952 billion yuan in stock index futures [23]. Arbitrage Tracking No relevant information provided.

在药物临床试验中，安全性评估与疗效评估分别扮演着重要且不同意义的角色。然而，以心脏磁共振成 像(CMR)为代表的传统影像学工具，受限于空间分辨率不足、定量指标单一和缺乏组织特异性，常在早 期漏检亚临床心脏毒性或细微功能变化，使高危受试者被误判为低风险。该盲区易使研究团队低估药物 的心脏毒性，从而错估获益-风险比，最终影响方案修订、开发决策及受试者后续管理。 PART.01 AI助力心血管疾病风险评估，多模态数据融合成关键 当前临床实践中，肥厚型心肌病的诊断准确率仅50%左右，这一局限性导致医生在评估患者是否需要植 入心脏除颤器等预防性治疗时面临重大决策困境。2025年7月2日，约翰·霍普金斯大学的研究团队在 Nature Cardiovascular Research 发表题为"Multimodal AI to forecast arrhythmic death in hypertrophic cardiomyopathy"的研究。 MAARS是一款功能强大且值得信赖的临床决策支持工具。它有可能极大改善肥厚型心肌病(HCM)患者 的临床决策和医疗护理，可通过自动化数据提取系统直接整合至临床流程，也可作为辅助工 ...

Core Viewpoint - The article discusses the fluctuations in gold prices influenced by U.S. inflation data and bond yields, highlighting a recent decline in gold prices followed by a slight recovery in Asian markets. It also emphasizes the ongoing interest of global central banks in accumulating gold as a strategic asset. Group 1: Gold Price Movements - On July 15, gold prices fell significantly due to moderate U.S. inflation data and rising U.S. Treasury yields, with spot gold closing down $18.74, a decrease of 0.56%, at $3324.60 per ounce [1] - As of July 16, gold prices turned upward in Asian markets, with COMEX gold rising by 0.37% and London gold increasing by 0.56% [2] - Domestic gold jewelry prices have also seen a decline, with brands like Chow Sang Sang and Lao Feng Xiang reporting decreases in their gold prices per gram [3] Group 2: U.S. Inflation Data - The U.S. core Consumer Price Index (CPI) rose by 0.2% in June compared to May, with a year-on-year increase of 2.9%, marking the fifth consecutive month of inflation data falling below expectations [4][5] - The report indicates that certain categories, particularly those affected by tariffs, have seen price increases, while new and used car prices have decreased [5] Group 3: Central Bank Gold Accumulation - Global central banks continue to increase their gold reserves, with a reported net purchase of 20 tons in May. As of the end of June, China's official gold reserves increased by 7,000 ounces [9] - The chief investment officer of DBS Bank expressed optimism about the gold market, projecting a target price of $3765 per ounce for gold by the fourth quarter of 2024 [8] - The article notes that the amount of gold purchased by central banks in the past three years has exceeded the total of the previous decade, suggesting a strong long-term demand for gold [9]

伦铜小幅走低，沪铜窄幅震荡，中国经济数据表现向好，提振需求预期，机构表示沪铜企稳等待新驱 动，预计短期市场将.....点击阅读。 相关链接 期货热点追踪 ...