据新华社报道，9月3日天安门举行盛大阅兵。记者从国新办新闻发布会获悉，这次阅兵，既有传统 主战力量展示，又有新域新质力量参阅。这次参阅的所有装备均为国产现役主战装备，我们在展示 新一代传统武器装备的基础上，也安排部分无人智能、水下作战、网电攻防、高超声速等新型作战 力量参阅，体现我军适应科技发展和战争形态演变、打赢未来战争的强大能力。 阅兵受阅部队由徒步方队、装备方队和空中梯队组成 据央视新闻，国务院新闻办公室今天上午举行新闻发布会，阅兵领导小组办公室副主任、军委联合 参谋部作战局少将副局长吴泽棵表示，这次阅兵，由徒步方队、装备方队和空中梯队组成，在总体 设计上，科学安排解放军和武警部队参阅力量，精心编组各受阅方队、梯队。 徒步方队 ，重点展示我军改革重塑后新的军兵种结构布局，以及"三结合"的武装力量组成； 装备方队 ，重点展示我军装备体系建设最新成果，通过群队联合、方队合成的编组方式，体现我 军联合指挥、联合行动、联合保障的力量运用新模式，反映我国武器装备自主创新能力； 空中梯队 ，重点展示我空中作战力量的体系化水平和快速提升的先进战斗力。 抗战胜利80周年纪念活动将颁发"中国人民抗日战争胜利80周年"纪念 ...

A股军工装备板块探底回升，建设工业直线涨停，内蒙一机涨超7%，烽火电子、迈信林、星网宇达跟 涨。消息面上，9月3日天安门举行盛大阅兵，将安排部分无人智能等新型作战力量参阅。 ...

来源：央视新闻、新华社 徒步方队重点展示我军改革重塑后新的军兵种结构布局，以及"三结合"的武装力量组成。 装备方队重点展示我军装备体系建设最新成果，通过群队联合、方队合成的编组方式，体现 我军联合指挥、联合行动、联合保障的力量运用新模式，反映我国武器装备自主创新能力。 空中梯队重点展示我空中作战力量的体系化水平和快速提升的先进战斗力。 这次阅兵，既有传统主战力量展示，又有新域新质力量参阅。这次参阅的所有装备均为国产 现役主战装备，我们在展示新一代传统武器装备的基础上，也安排部分无人智能、水下作 战、网电攻防、高超声速等新型作战力量参阅，体现我军适应科技发展和战争形态演变、打 赢未来战争的强大能力。 6月24日上午10时，国新办举行新闻发布会，介绍中国人民抗日战争暨世界反法西斯战争胜 利80周年纪念活动总体安排，并答记者问。 今年9月3日，在首都天安门举行盛大阅兵式。中共中央总书记、国家主席、中央军委主席习 近平将检阅部队。 阅兵领导小组办公室副主任、军委联合参谋部作战局少将副局长吴泽棵表示，这次阅兵，由 徒步方队、装备方队和空中梯队组成，在总体设计上，科学安排解放军和武警部队参阅力 量，精心编组各受阅方队、梯 ...

马斯克在社交媒体上表示，特斯拉自动驾驶出租车服务将固定收取4.20美元的统一费用。他强调，公司在安全方面"格外谨慎"，特斯拉将配备专业团队实 施远程监控干预，保障试运营的安全性。 当地时间6月23日，特斯拉高开高走，盘中一度涨近11%，收涨8.23%，其市值一夜增加853.55亿美元（约合人民币6128亿元）。 消息面上，当地时间6月22日，在经历多次延期之后，特斯拉自动驾驶出租车Robotaxi在得克萨斯州奥斯汀正式启动试点，向首批受邀用户开放体验。 Robotaxi上路运营，收取4.2美元固定费用 据证券时报报道，目前在奥斯汀特斯拉Robotaxi仅配备约10辆车辆，运营时间限制在上午6时至午夜12时之间，且仅在地理围栏区域内提供服务。和之前 宣传的无人驾驶不同，每辆车都在前排配备了安全员。 首批体验乘客的感受 据智通财经综合报道，当日，特斯拉公司邀请了一些网红和投资人试乘无人驾驶出租车。 特斯拉股东、投资人索耶·梅里特22日下午在社交媒体平台X上分享乘坐体验：他用一款软件叫来一辆无人驾驶出租车，乘车去了一家餐馆。 发布前，特斯拉粉丝们在社交平台上讨论得热火朝天，结果应用程序延迟上线又给这场期待加了点"悬 ...

6月24日早盘，港股三大指数集体高开，恒生指数涨0.61%，报23832.73点，恒生科指涨0.96%，国企指 数涨0.6%。盘面上，科网股普涨，稳定币概念多股上涨，新消费概念活跃，港股智驾概念异动拉升。 聚焦智驾概念的港股通汽车ETF（159323）一度涨近3%，持仓股中，浙江世宝、佑驾创新、知行科 技、地平线机器人、理想汽车、小鹏汽车等涨幅居前，其中浙江世宝涨超25%。 消息面上，当地时间6月22日，特斯拉在美国得克萨斯州奥斯汀正式推出无人驾驶出租车Robotaxi服 务，开始接送首批乘客。特斯拉针对此次试点服务初期投入的车队规模约为10至20辆车，均基于 ModelY车型改造，搭载特斯拉自研的视觉感知系统和FSD（全自动驾驶）软件。 东方证券表示，国内Robotaxi布局提速，特斯拉试点有望进一步加快Robotaxi商业化进程。该行认为， 特斯拉、上汽等国内外企业的Robotaxi项目推进标志着Robotaxi行业将迎来由试点向规模化落地，预计T 链特别是进入Cybercab供应链的零部件公司以及智能驾驶相关公司将有望受益。 公开信息显示，港股通汽车ETF（159323）标的指数高度聚焦港股整车板块，乘 ...

Market Overview - A-shares experienced fluctuations with the Shanghai Composite Index rising by 0.26%, the Shenzhen Component Index increasing by 0.78%, and the ChiNext Index up by 1.08% as of 9:36 AM on June 24 [1] - International oil prices fell sharply, with a 9% drop overnight and an additional decline of over 3% in early trading [1] Key Sectors Autonomous Driving Sector - The autonomous driving and ride-hailing sectors showed strong performance, with stocks like Wanma Technology and Zhejiang Shibao hitting the daily limit [1] - Tesla launched its Robotaxi service in Austin, Texas, with around 10 new Model Y vehicles, leading to an over 8% increase in Tesla's stock, marking its largest single-day gain since April 28 [2] Oil and Gas Sector - The oil and gas sector faced significant declines, with multiple stocks such as Tongyuan Petroleum and Intercontinental Oil & Gas hitting the daily limit down [4] - WTI crude oil futures for August fell by 7.22%, while Brent crude oil futures dropped by 7.18% [4] Institutional Insights Xinda Securities - Xinda Securities anticipates a potential short-term shift in market styles during the July quarterly report period, suggesting that new consumption and AI investment methods may see adjustments followed by a second wave of growth [6] - The financial sector, particularly banks, is expected to continue outperforming [6] Zheshang Securities - Zheshang Securities predicts continued market fluctuations, requiring a period of consolidation to address internal and external pressures [7] - The overall market trend remains positive, with potential opportunities for "high-cut low" operations in new consumption and innovative pharmaceuticals [8] Dongfang Securities - Dongfang Securities notes that as the mid-year report season approaches, market focus may gradually shift back to performance-driven metrics [9] - Growth sectors such as AI, robotics, and solid-state battery materials are expected to dominate in the near term [9]

Market Overview - A-shares experienced a collective rise with the Shanghai Composite Index up by 0.67%, Shenzhen Component Index up by 1.05%, and ChiNext Index up by 1.46% [1][5] - Hong Kong stocks also saw gains, with the Hang Seng Index rising by 1.39% and the Hang Seng Tech Index increasing by 1.67% [2][3] Sector Performance - Active sectors included smart driving and robotics, while oil and gas stocks saw significant declines [1][5] - Financial heavyweights such as brokerage and insurance stocks contributed to the rise in stock indices, with notable performances from Guosheng Financial and Xiangcai Securities [5][8] Oil and Gas Sector - A-shares in the oil and gas sector faced substantial declines, with Tongyuan Petroleum hitting a 20% limit down, and several other companies like Qianeng Hengxin and Xinjin Power dropping over 10% [9] - In the Hong Kong market, Shandong Molong fell by 26%, Baijin Oilfield Services dropped by 25%, and Sinopec Oilfield Services decreased by 15% [10] Bond Market - The bond market showed a downward trend, with the 30-year and 10-year treasury futures contracts down by 0.02% and 0.01% respectively [4][15] Emerging Trends - Solid-state battery concept stocks remained active, with Xiangtan Electric achieving a four-day consecutive rise, and several other companies in the sector seeing gains of over 5% [11] - The launch of Tesla's Robotaxi service in Austin, Texas, is expected to influence the autonomous driving sector positively [12]

Group 1 - The core viewpoint of the article highlights a significant surge in Hong Kong's autonomous driving concept stocks, indicating strong market interest and potential growth in this sector [1] Group 2 - Zhejiang Shibao (01057.HK) experienced a rise of over 24%, reflecting investor confidence and enthusiasm in the autonomous driving market [1] - Youjia Innovation (02431.HK) saw an increase of more than 10%, suggesting positive market sentiment towards innovative technologies in the automotive industry [1] - Horizon Robotics (09660.HK) rose by over 4%, indicating a growing recognition of its contributions to the autonomous driving sector [1] - Great Wall Motors (02333.HK) and other related companies also followed suit with upward movements in their stock prices, showcasing a broader trend in the industry [1]

Group 1 - The core viewpoint of the article highlights the active performance of A-share ride-hailing and autonomous driving concept stocks, with several companies reaching their daily limit up [1] - Companies such as Wanma Technology, Zhejiang Shibao, Yong'anxing, and Jinjiang Online have shown significant stock price increases [1] - Tesla has officially launched its Robotaxi service in Austin, Texas, marking a significant development in the autonomous taxi sector [1] Group 2 - The financing of over 3 billion yuan for Hello Robotaxi indicates strong investor interest and confidence in the autonomous ride-hailing market [1]

马斯克在X上发帖，祝贺特斯拉的软件和芯片设计团队，以及祝贺Robotaxi成功启动。马斯克表示，特斯拉的AI芯片和软件团队都是从零开始组建的，如 今的成功，是大家十年辛勤工作的结晶。 在马斯克提出Robotaxi计划9年后，特斯拉Robotaxi，终于在美国当地时间的6月22日正式落地接客了。 尽管关于特斯拉的无人驾驶出租车服务被炒作得沸沸扬扬，但已经有不少媒体预警过，说这次试运营的规模非常小，首批投放的车辆预计只有10到20辆， 车型为特斯拉Model Y，并非此前提到的CyberCab。 从此次实际的情况来看，与之前媒体所说透露的差别不大，比如乘车服务时间限制在早6点至午夜；仅在地理围栏限制的奥斯汀南部的一小部分区域运 营，该区域避开了城市中较为复杂的十字路口，全程大约30分钟；而且并非全无人，副驾配有安全员，可通过紧急停止按钮等装置对车辆进行必要干预。 当然，随着时间的推移，这种受限制的情况不会一直持续。此前马斯克曾表示特斯拉的Robotaxi服务计划在未来几个月内快速扩展到1000辆车，并向更多 区域扩张。预计到2026年底，美国将有超过100万辆自动驾驶特斯拉。 去年10月，特斯拉推出了CyberC ...