机器之心报道 编辑：Panda 据路透社等多家媒体报道，一位知情人士称，OpenAI 最近开始租用谷歌的 AI 芯片来支持 ChatGPT 及其其他产品。 现目前，OpenAI 是英伟达 GPU 的最大买家之一 —— 这些设备在 AI 大模型的训练和推理阶段都必不可少。 看起来，OpenAI 不仅试图远离微软，现在也在开始远离英伟达了。 但与谷歌合作？也着实让人意外，毕竟拥有 Gemini 系列模型的谷歌可以说是 OpenAI 最直接且最强大的竞争对手之一。 如果考虑到 OpenAI 还曾聘请了谷歌云 TPU 高级工程总监 Richard Ho 作为其硬件负责人，并有传言说 OpenAI 还在推动自研 AI 芯片项目，这样的合作就更让人惊 讶了。 Richard Ho 曾在谷歌工作近九年，全程参与 TPU 系列的研发，担任高级工程总监级别；后进入 Lightmatter 担任 VP ； 2023 年加盟 OpenAI OpenAI 为何这样选择呢？ 一个原因是 OpenAI 用户增长很快（近日宣布已有 300 万付费企业用户），正面临严重的 GPU 紧缺问题。为了保证 ChatGPT 推理能力不受影响，他们必 ...

Core Insights - The Anaya Theatre Festival in Qinhuangdao, Hebei, features performances from artistic teams across 12 countries, including China, France, and the UK, creating a diverse cultural experience for attendees [1][3]. Performance Highlights - The festival opened with the French Northern Theatre's production of "Don Juan," showcasing modern interpretations of classical works through dynamic staging and immersive interactions [3]. - A significant feature of this year's festival is the extension of performances beyond traditional venues to natural settings like beaches and open squares, enhancing the emotional impact of the plays [5]. Event Structure and Variety - The festival includes 94 performances across 15 unique theatre spaces, covering various forms such as absurd theatre and physical theatre. Notable productions include "Classical Love," adapted from Yu Hua's novel, and a sci-fi musical "Romeo and Juliet in the Land of Feathers" [7]. - Additional cross-disciplinary activities like "Migratory Birds 300" and installation art expand the festival's artistic expression [7]. Economic Impact and Visitor Engagement - The 2025 Anaya Theatre Festival has attracted a large number of tourists and art enthusiasts, creating a multifaceted consumption environment that integrates culture, shopping, and leisure [8]. - Visitor engagement is high, with one attendee purchasing 10 tickets for a total of approximately 3,000 yuan, highlighting the willingness to invest in both performances and artistic experiences [8]. - The Anaya community has improved its dining, market, and cultural space offerings, resulting in a 50% increase in overall foot traffic during the festival [9]. - Data indicates a 20% year-on-year increase in bookings for Anaya accommodations during the festival, with a notable demographic of women aged 25 to 35 [9]. Attendance and Spending - The average daily attendance at the Anaya park during the festival exceeds 30,000, with total foot traffic surpassing 200,000 over the 11-day event. The average spending per visitor is reported to be over 800 yuan [10].

Core Viewpoint - The music concert "National Meeting Hall" was held to celebrate the 104th anniversary of the founding of the Communist Party of China, showcasing a blend of artistic expression and patriotic sentiment [1][3]. Group 1: Event Overview - The concert featured a grand orchestral piece "I Love You, China" and included well-known revolutionary songs such as "Ying Shan Hong," "Nan Ni Wan," and "Shan Dan Dan Kai Hua Hong Yan Yan," creating a powerful emotional experience for the audience [1][3]. - The event was attended by students and faculty from the China Conservatory of Music, as well as renowned artists, highlighting the high artistic standards of the performance [3]. Group 2: Venue and Purpose - The National Meeting Center Phase II, referred to as the "National Meeting Hall," spans approximately 780,000 square meters and aims to enhance Beijing's capacity for hosting major events [4]. - Since its opening on May 13, the venue has hosted significant international and state-level events, indicating its strategic importance in the region [4]. - The concert served as a cultural initiative to honor the spirit of the Communist Party and explore collaborative opportunities within the new consumption innovation alliance [3][4].

【环球时报特约记者 任重】路透社27日报道称，中国企业已订购阿根廷豆粕，这是自2019年以来的首 次。 消息人士26日向路透社透露，几家中国饲料生产商已签署联合协议，订购3万吨阿根廷豆粕。这批货物 的价值为360美元/吨，将于7月装运，预计9月运抵中国广东。路透社称："这表明中国饲料行业正在寻 求拓宽供应源头，以缓解中美贸易战可能带来的冲击。" 报道称，一名来自向中国出售大豆的国际贸易公司的新加坡交易员表示，这笔交易旨在"试水"，"如果 能通过中国的检验检疫，我们预计会有更多交易"。该交易员称，中国饲料制造商从阿根廷采购豆粕 是"为了在中美贸易战背景下保障供应"。阿根廷豆粕较低的价格也助推了这一举措。 美国彭博社26日称，这是中方一次罕见的采购。尽管数量不大，但此次采购被视为在第四季度到来前的 一次尝试。在这一时期，美国大豆通常会主导全球市场。 路透社称，阿根廷植物油行业商会和谷物出口商会25日透露相关情况，称该商会会见了一个中国代表 团。该商会负责人古斯塔沃·伊迪戈拉斯表示，双方详细讨论了向中国出口豆粕的可行性，"如果商业条 件允许，中方似乎愿意这样做"。 伊迪戈拉斯同时暗示，正式敲定豆粕协议可能仍需一些步 ...

据美国媒体27日报道，面对特朗普政府的调查压力，美国弗吉尼亚大学校长詹姆斯·瑞安决定辞职。据 报道，美国司法部正在调查弗吉尼亚大学的"多元化、公平与包容"政策，并把瑞安辞职作为该案和解的 条件。该校董事会已接受瑞安的辞呈，以避免数亿美元联邦经费的拨付受到影响。 ...

广东嘉元科技股份有限公司 公司与主要客户合作关系稳定。公司与下游核心客户建立了长期、稳定的合作关系，2022～2024 年 对其销售额逐年增长，占比分别为 67.46%、69.37%和 65.81%。 普策信评【2025】0012 号 广州普策信用评价有限公司 Philomax Credit Rating Co., Ltd 广东嘉元科技股份有限公司 2025 年主体信用评级报告 优势 嘉元科技是电解铜箔行业头部企业，具备一定的规模优势。嘉元科技是国内电解铜箔行业第一梯队 企业，截至 2024 年末电解铜箔产能超过 11 万吨/年，近年来电解铜箔产、销量均保持增长，在 2024 年 分别达到 6.70 万吨、6.77 万吨。 公司保持较高的研发投入，核心产品具备较强的竞争力。公司 5μm、4.5μm 极薄电解铜箔已实现批 量生产销售，并掌握了 3.5μm 极薄电解铜箔的生产工艺核心技术、具备量产能力，具备很强的市场竞争 力。2022～2024 年，公司研发投入持续增长、占营业收入比例保持在 4%以上。 公司资本结构稳健，融资渠道畅通。公司分别在 2021 年、2022 年通过发行可转债、定向增发募集资 金；截至 ...

Core Insights - China's foreign trade has shown resilience and vitality in a complex environment, with a total import and export value of 17.94 trillion yuan in the first five months of the year, reflecting a year-on-year growth of 2.5% [1] - The diversification of trade partners has contributed positively, with ASEAN becoming China's largest trading partner, and significant growth in trade with emerging markets [2] - The vitality of trade entities is evident, with private enterprises accounting for 57.1% of total foreign trade, showing a growth of 7% [3] - The number of foreign-funded enterprises engaged in import and export activities has reached a five-year high, indicating a robust foreign trade environment [4] - The quality and value of foreign trade are improving, with high-tech and high-value-added products seeing significant growth [4] Trade Dynamics - The implementation of policies to stabilize foreign trade has provided a solid foundation for growth, with measures focusing on financial support and service enhancement for foreign trade enterprises [2] - The export of mechanical and electrical products has increased by 9.3%, with integrated circuits and electric vehicles showing particularly strong growth [4] - New business models such as cross-border e-commerce and bonded maintenance are emerging as new growth drivers for foreign trade [4] Future Outlook - The second half of the year presents both opportunities and challenges for China's foreign trade, with a need to seek new growth points amid global economic fluctuations [5] - Opportunities include the expansion of competitive advantages in high-tech and renewable energy products, as well as the benefits from regional trade agreements like RCEP [5] - Recommendations for maintaining quality and stability in foreign trade include enhancing research and development in core areas, diversifying market layouts, and strengthening international cooperation [6][7]

从股票型ETF主题分类来看，大型宽基指数ETF规模持续领先，例如沪深300ETF总规模目前已达1.06万亿元，今年以来增 长765亿元；上证50ETF总规模为1760亿元，今年以来规模增长166亿元。 从单只宽基来看，目前规模超过1000亿元的有6只，分别是华泰柏瑞沪深300ETF、沪深300ETF易方达、沪深300ETF华 夏、嘉实沪深300ETF、华夏上证50ETF和南方中证500ETF，这些产品规模在年内均有不同程度的增长，例如沪深300ETF华夏 年内规模增长近340亿元。 商品型ETF规模在年内也呈现出较显著增长态势，例如黄金主题ETF目前总规模已超1400亿元，年内增长近746亿元；上海 金主题ETF总规模约120亿元，年内增长近84亿元。 博时黄金ETF基金经理王祥表示，在今年全球经济波动背景下，投资者加大买入黄金等避险资产以对冲不确定性。从市场 表现来看，年内商品市场波动加剧，黄金价格持续走强，提升了相关ETF的收益潜力。在资产收益率和风险特征上，黄金ETF 表现出的与股市低相关性特征，更优化了投资组合的风险收益平衡。 另外，今年以来债券型ETF规模增长明显。 本报记者 王宁 ETF（交易型开 ...

Group 1 - The current global industrial transfer is largely a passive response to trade protectionism and geopolitical factors, emphasizing the importance of stable supply chains for adapting to new global trends [1] - The "2024 China Tank Container Industry Development Report" highlights three main characteristics: the rise of high-value liquid raw materials as new cargo sources, continuous expansion of tank container transport scale with major operators exceeding 600,000 TEU in shipment volume, and the evolution of tank container operators into comprehensive third-party logistics service providers [1][4] - The trend of smart containers and intelligent logistics is emerging, with customs enhancing logistics control through technologies like electronic tags and smart locks, although real-time monitoring of container transport remains a challenge [3] Group 2 - The tank container industry is experiencing significant growth, driven by the increasing demand for specialized liquid cargo transport, particularly in the context of China's industrial upgrades and the shift towards clean energy [5][6] - The global supply chain is shifting towards regionalization, short-chain, and diversification, with China optimizing its export structure and enhancing competitiveness, particularly in high-value products [6][7] - The Belt and Road Initiative is facilitating the diversification of logistics channels, transforming international logistics from a single transport mode to a multi-modal network, which is crucial for maintaining efficient supply chains [7]

证券之星消息，2025年6月27日欢乐家（300997）发布公告称公司于2025年6月27日接受机构调研，华源证 券、西部利得基金、中邮证券资管、兴业基金参与。 具体内容如下： 主要内容如下： 问：公司水果罐头和椰子水产品的发展规划？ 答：公司坚持高品质的罐头产品，对水果罐头产品研发思路主要是在便携、休闲化和配料多元化的小包装 罐头产品，同时随着公司多元化渠道的开拓，希望在该渠道巩固公司水果罐头产品优势，近期也推出了减 糖版等不同配料的水果罐头产品，以满足不同消费者的需求。同时，在包装形式上，除传统玻璃瓶包装 外，增加了果杯等多样化的产品包装。 椰子水作为含有天然电解质的饮品，受到消费者的喜爱。椰子水产品可以较好的增加公司在即饮市场的产 品品类。公司椰子水产品坚持高品质生产，也进行了椰子水品牌换新，目前仍作为公司培育型的产品，对 公司营业收入贡献有限。近期公司推出了椰果椰子水和椰子水饮料两款饮料新品，拓宽了椰子水类产品的 价格带，以满足不同消费者的需求。 问：公司2025年销售策略和费用投入计划？ 答：2025年公司营销工作继续进行渠道精耕，根据不同市场情况制定不同的销售策略，结合公司战略及销 售规划更有针对 ...