今日摘要 习近平总书记指出：要坚持稳中求进工作总基调，实施更加积极有为的宏观政策，聚精会神抓好高质量 发展，推动高水平科技自立自强，保持经济社会发展良好势头。今年上半年，一揽子政策协同发力，新 动能成长壮大，高质量发展扎实推进。 韩正会见南非副总统。 "十四五"时期，我国知识产权强国建设取得新进展、新成效。 习近平总书记强调：要坚持稳中求进工作总基调，实施更加积极有为的宏观政策，聚精会神抓好高质量 发展，推动高水平科技自立自强，保持经济社会发展良好势头。 今年上半年，面对更趋复杂严峻的外部环境，我国有效实施更加积极有为的宏观政策，经济运行总体平 稳、稳中向好，新动能成长壮大，高质量发展取得新进展。 韩正会见南非副总统 上半年，全国农业农村经济发展势头良好。目前早稻收获已达六成左右，丰收在望。 系列报道【铭记历史缅怀先烈】今天来看：山东沂水县弘扬伟大抗战精神，推进乡村全面振兴。 全国电力负荷再创历史新高，电力供应总体平稳。 巴西政府致信美国政府，对美国加征关税表示愤慨，并重申已准备好与美国谈判。 欧盟再次未能就第18轮对俄制裁达成一致。 内容速览 【新思想引领新征程】宏观政策协同发力 高质量发展扎实推进 国家副 ...

Core Insights - The 2025 Trusted Database Development Conference was successfully held in Beijing, focusing on the theme of "independence, innovation, and leadership" [1] - The China Academy of Information and Communications Technology released the "Database Development Research Report (2025)", highlighting the growth and trends in the database industry [1] Market Overview - The global database market is projected to reach approximately $115.4 billion in 2024, with China's market size estimated at $8.37 billion (approximately 59.62 billion RMB), accounting for 7.3% of the global market [1] - By 2027, China's database market is expected to grow to 83.742 billion RMB, with a compound annual growth rate (CAGR) of 11.99% [1] - The public cloud database market in China is anticipated to reach 38.414 billion RMB in 2024, reflecting a growth rate of 20.0% compared to 2023 [1] Product and Technology Insights - The global database product distribution is primarily dominated by non-relational and hybrid databases, with key-value databases holding the largest market share [2] - In contrast, China's database product landscape remains predominantly relational, with non-relational databases being secondary, while vector database products are gaining increasing popularity [1][2] Industry Trends - The report identifies eight major insights into the global database industry, covering market size, competitive landscape, product types, business models, investment hotspots, key industries, academic innovations, and standard systems [2] - It also details the development of database technologies in conjunction with cloud-native, graph computing, machine learning, and generative artificial intelligence [2] - The application of databases in key sectors such as finance, telecommunications, energy, and transportation is discussed, highlighting current usage and future development prospects [2]

Group 1 - The National Bureau of Statistics announced the first batch of pilot projects for trusted data space innovation development, which includes 63 selected projects [1] - The selected projects consist of 13 cities, 22 industries, and 28 enterprises [1] - Notable companies included in the pilot list are Shanghai Data Group Co., Ltd., Ningbo Digital Industry Group Co., Ltd., China Southern Power Grid Co., Ltd., Guangzhou Data Group Co., Ltd., and China Automotive Data (Tianjin) Co., Ltd. [1]

欧美盘黄金分析中 恐怖数据来袭，黄金多头买盘将在何处浮现？金十研究员高阳正在直播分析，点击进入直播间 相关链接 ...

Group 1 - The core viewpoint emphasizes the interconnectedness of macro policies and industrial development, particularly in areas like fiscal taxation, digitalization, state-owned cloud services, remote work, cloud computing, and information technology innovation [1] - The information technology application innovation (信创) industry is closely linked to government functions, relying on big data and software processes to enhance transparency in income and tax information through fiscal digitalization [1] - The development of fiscal digitalization and the 信创 industry aims to achieve the construction of a "unified market," which optimizes resource allocation, improves economic efficiency, and enhances internal economic resilience amid increasing global uncertainties [1] Group 2 - The current global landscape is primarily composed of three major blocs: the United States, China, and Europe, with the U.S. dominating in monetary and consumer sectors while competing with Russia in energy exports [2] - China, as a manufacturing powerhouse, plays a crucial role in production but relies on upstream raw materials and energy supplies, making it vulnerable to external market changes [2] - In response to potential trade barriers, China is adopting a "de-involution" strategy to reduce the production of low-value-added products and optimize its industrial structure to enhance competitiveness [2]

Core Viewpoint - The inclusion of Guangzhou Kingmed Diagnostics Group Co., Ltd. in the first batch of trusted data space innovation development pilot projects signifies national recognition of its practices in medical data security and application, addressing the challenges of data sharing in the healthcare industry [1][2]. Group 1: Company Overview - Kingmed Diagnostics has over 30 years of experience in the medical testing industry, possessing a core asset of more than 3 billion medical testing data and a service network covering over 90% of the Chinese population [2]. - The company serves more than 23,000 medical institutions, positioning itself as a pioneer in the marketization of medical data elements [2]. Group 2: Industry Impact - The pilot project aims to break the long-standing data isolation issues in the medical industry, enhancing the value of data as a production factor and promoting compliant circulation of medical data [2]. - The trusted data space is viewed as a "data safe house," allowing different data providers to share data securely, which is crucial for the healthcare sector [1][2]. Group 3: Future Strategy - Kingmed Diagnostics plans to leverage the trusted data space as a key infrastructure for its "data + AI" strategy, aiming to create a second growth curve driven by data elements [2]. - The company intends to enhance the platform attributes and public service functions of the data space over the next five years, attracting more hospitals, doctors, and individuals to participate [2].

美国6月零售数据公布后，美国国债收益率走升，2年期国债收益率日内上行逾3bp，现报3.934%。现货 黄金短线下挫，日内跌幅达1%，现报3313.02美元/盎司。 ...

Core Insights - Ruthenium, a rare metal, has become one of the best-performing commodities this year, with prices nearly doubling to $800 per ounce, matching 2021 peaks and nearing the historical high of $870 from 18 years ago [1][3] Group 1: Demand Drivers - The significant price increase of ruthenium is primarily driven by the AI revolution, particularly its application in hard disk drives [3] - Analysts predict that the growing demand for data storage due to AI proliferation will sustain the need for ruthenium, as it offers a cost-effective solution for high-density data storage [3][4] - The growth of cloud computing is expected to boost hard disk sales by 16% this year, further increasing ruthenium consumption [4] Group 2: Supply Constraints - Ruthenium supply is extremely limited, with only 30 tons produced last year, and it is not traded on any exchanges [4] - Traders are currently competing to acquire available ruthenium supplies, leading to procurement difficulties for major buyers [4] - Due to previous years of low prices resulting in insufficient investment, ruthenium production is expected to decline further this year, potentially leading to a supply deficit in the market next year [4]

近两年，不少耳熟能详的超头主播逐渐淡出视野，或降低了直播频次。达人带货退潮现象的另一面，是 直播电商向品牌商自播的更迭，以及电商行业向规范化和专业化的变迁。 在李勇坚看来，尽管引入明星和专业达人主播带货带来的销量和转化率十分显著，但是也面临着佣金过 高和利益分配不均等问题。而且，达人主播的身份存在悖论：一方面要维护与粉丝的关系，跟品牌方博 弈，另一方面要从品牌方拿钱，"主播很难保持身份中立性"。 在7月11日以电商高质量发展为主题的南都数字经济治理论坛现场，中国社科院财经战略研究院研究 员、中国市场学会副会长李勇坚介绍，2025年上半年的抖音电商商品交易总额中，达人带货的占比只有 约30%，品牌自播与货架场景合计则上升至70%左右。另经测算，2024年1-11月，全国直播电商销售额 达4.3万亿元。其中，店播(店铺自播)贡献占比达52%，店播成为商家参与直播电商的主要模式。这一趋 势与此前电商平台的数据相吻合。 在7月11日以电商高质量发展为主题的南都数字经济治理论坛现场，中国社科院财经战略研究院研究 员、中国市场学会副会长李勇坚发表主旨演讲。 另外，李勇坚援引国家统计局和市场监管总局的数据指出，2024年， ...

Core Viewpoint - The current gold price is experiencing weak fluctuations around $3,330, influenced by technical resistance and market uncertainties regarding U.S. monetary policy and geopolitical tensions [1][3]. Economic Data - Recent U.S. inflation and employment data show strong performance, with the Producer Price Index (PPI) remaining flat month-on-month and a narrowing year-on-year increase, while the Consumer Price Index (CPI) indicates persistent inflation [3]. - Market expectations suggest that the Federal Reserve may only implement limited rate cuts within the year, despite high core CPI and hawkish comments from Fed officials [3]. Market Reactions - President Trump's comments about potentially dismissing Fed Chair Powell caused short-term volatility, pushing gold prices to a three-and-a-half-week high of $3,377, but subsequent denial led to a return to rational market sentiment [3]. - New tariffs on pharmaceuticals and copper have heightened global market risk aversion, providing some support for gold prices [3]. Technical Analysis - Gold is currently trading in the lower Bollinger Band range after a peak of $3,499.83, indicating a consolidation phase with key resistance at $3,444.82 and support at $3,278 [4]. - The MACD indicator shows a bearish trend, but diminishing selling pressure suggests a potential weak rebound [5]. - The RSI is stable at 49.47, indicating neutral market sentiment but slightly weak, with no clear direction expected in the short term [5].