Core Viewpoint - Tesla's global vehicle deliveries in Q2 were approximately 384,000, representing a 14% year-over-year decline, marking the second consecutive quarter of negative growth. However, the delivery figures exceeded market pessimistic forecasts, leading to a nearly 5% increase in Tesla's stock price and a market capitalization increase of $48.1 billion in one day [1] Group 1: Delivery Performance - Tesla's Shanghai factory achieved its first year-over-year delivery growth in 2025, with June deliveries from Shanghai reaching 71,599 vehicles, a 0.8% increase year-over-year and a 16% increase month-over-month [1] - In the U.S., the "Big and Beautiful" bill proposed by the Trump administration may lead to a reduction of 100,000 vehicles in Tesla's annual sales due to cuts in clean energy spending and electric vehicle subsidies [1] - Tesla's sales in Europe have been declining for five consecutive months, with market share dropping from 1.8% to 1.2% year-over-year [3] Group 2: Market Challenges - In key European markets, Tesla's sales have seen significant declines, with a 45% year-over-year drop in the UK and a 67% decline in France in May [3][4] - The overall automotive market in the EU saw a 0.6% decline in total sales, while registrations for battery electric vehicles (BEV), plug-in hybrid electric vehicles (PHEV), and hybrid electric vehicles (HEV) increased by 26.1%, 15%, and 19.8% respectively [3] - Tesla's reliance on a single model has put it at a disadvantage, as competitors are launching new hybrid models that address infrastructure limitations in Europe [4] Group 3: Competitive Landscape - Chinese automaker BYD's sales in Europe surged by 397% in May, surpassing Tesla's sales for the first time [7] - Chinese brands collectively saw an 85% increase in sales in Europe, with a market share rising from 2.9% to 5.9% year-over-year [7] - The shift towards hybrid models has allowed Chinese automakers to navigate EU tariffs on pure electric vehicles, as hybrids are not subject to the same tariffs [8] Group 4: Future Outlook - Tesla's introduction of the Robotaxi service is seen as a potential game-changer, but regulatory hurdles in Europe may delay its rollout [5] - Despite recent sales rebounds in some European countries, Tesla continues to face challenges in markets like France, Sweden, Denmark, and Italy, where sales have declined for six consecutive months [6] - The competitive landscape in Europe is becoming increasingly crowded, with both local and Chinese manufacturers ramping up their hybrid offerings [9]

Group 1 - The overall score for Zhuoyi Information (688258) is 49.22, indicating a weak performance [1] - The main cost analysis shows the following prices: current main cost at 45.97 yuan, 5-day main cost at 46.87 yuan, 20-day main cost at 47.07 yuan, and 60-day main cost at 44.30 yuan [1] - The stock has not experienced any limit-up or limit-down events in the past year [1] Group 2 - Short-term resistance is at 48.43 yuan, while short-term support is at 49.90 yuan [2] - The market is currently indecisive, with both short-term and mid-term trends unclear, awaiting direction from main capital [2] - The K-line pattern indicates a long lower shadow, suggesting a potential reversal after a continuous decline, which should be monitored closely [2] Group 3 - On July 3, 2025, the net outflow of main capital was 697.78 million yuan, accounting for 8% of the total transaction volume [2] - The outflow includes 568.32 million yuan from large orders and 129.46 million yuan from big orders, with retail investors also experiencing a net outflow of 88.16 million yuan [2] - Related industry sectors include Internet services (0.29%), domestic software (0.51%), cloud computing (0.55%), and the Internet of Things (0.77%) [2]

博汇科技688004 时间: 2025年7月3日星期四 56.33分综合得分 较强 趋势方向 主力成本分析 19.23 元 当日主力成本 19.55 元 5日主力成本 19.05 元 20日主力成本 17.83 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 0次 19.90 中期压力位 17.97 跌停 0 次 技术面分析 19.90 短期压力位 19.28 短期支撑位 中期支撑位 股价跌破短期支撑位，短线观望为宜； 目前中期趋势不慎明朗，静待主力资金选择方向 K线形态 ★三只乌鸦★ 可能见顶回落 资金流数据 2025年07月03日的资金流向数据方面 | 主力资金净流出65.82万元 | | --- | | 占总成交额-2% | | 超大单净流入109.04万元 | | 大单净流出174.86万元 | | 散户资金净流出95.80万 | 关联行业/概念板块 互联网服务 0.29%、数字孪生 0.79%、国产软件 0.51%、人工智能 0.52%等 财务数据 最近的财报数据显示，该股于2025年07月03日 北向资金数据：暂无。 | 每股收益-0.06元 | 营业利润-0.04亿元 | | --- | ...

国盾量子688027 时间: 2025年7月3日星期四 54.02分综合得分 较强 趋势方向 主力成本分析 271.88 元 当日主力成本 273.86 元 5日主力成本 275.53 元 20日主力成本 256.35 过去一年内该股 涨停 0次 跌停 0 次 北向资金数据 | 持股量77.07万股 | 占流通比0.95% | | --- | --- | | 昨日净买入-6.14万股 | 昨日增仓比-0.076% | | 5日增仓比0.103% | 20日增仓比0.059% | 元 60日主力成本 周期内涨跌停 暂无特殊形态 技术面分析 277.50 短期压力位 271.20 短期支撑位 286.05 中期压力位 266.15 中期支撑位 目前短线趋势不慎明朗，静待主力资金选择方向； 目前中期趋势不慎明朗，静待主力资金选择方向 K线形态 资金流数据 2025年07月03日的资金流向数据方面 | 主力资金净流出1400.20万元 | | --- | | 占总成交额-8% | | 超大单净流入126.83万元 | | 大单净流出1527.03万元 | | 散户资金净流出48.90万 | 关联行业/概念板块 通信设 ...

招商通知 第三届全球手术机器人大会 第二届全球医疗科技大会 2025年7月1日， 美敦力（Medtronic） 宣布了一项人事任命。现任 碧迪医疗（BD）高级副总裁、总法律顾问 Michelle Quinn（米歇尔·奎因） ，接替即将退休的 Ivan Fong ，出任美敦力高级副总裁、总法律顾问兼公司 秘书。该任命将于2025年7月21日正式生效。 此项任命，正值美敦力深处战略转型的重要阶段。随着全球医疗器械行业面临日益复杂的监管环境与创新竞 争，美敦力此举被视为在法律与合规领域的一次关键布局。 # I v a n F o n g ： 前 任 背 景 与离任 她毕业于科尔盖特大学，获得政治学学士学位，随后取得维拉诺瓦大学法学博士（Juris Doctor）学位，为其职 业生涯奠定了坚实的法律基础。 曾任 3M 首席法律与政策官 曾任美国国土安全部总法律顾问 曾任 Cardinal Health 首席法律官 此次人事更迭，也标志着 Ivan Fong 在美敦力的阶段性告别。 Ivan Fong 自 2022 年加入美敦力以来，一直担任高级副总裁、总法律顾问兼公司秘书，领导美敦力全球法律事 务。他的职业履历同样卓 ...

来源 | 央视新闻 本期编辑 金珊 特朗普称美越达成贸易协议！越南所有对美出口商品将面临至少20%关税 马斯克再批特朗普政府税改法案：将对美国造成巨大伤害 SFC 21君荐读 据央视新闻报道，当地时间7月3日，西门子公司称，美国商务部已通知全球三大芯片设计软 件供应商——新思科技、楷登电子和西门子，此前要求其在华业务必须申请政府许可的规定 现已撤销。 西门子公司表示已全面恢复中国客户对其软件和技术的访问权限，新思科技与楷登电子称正 在逐步重启相关服务。 ...

Core Insights - A panoramic camera produced in Shenzhen has sparked a buying frenzy in the U.S., showcasing the global appeal of Chinese smart imaging products [1][6] - Shenzhen is establishing a new track in the consumer-grade smart imaging industry, attracting foreign buyers to its electronic markets [3][4] - Shenzhen-made smart imaging devices, including panoramic cameras and drones, are now sold in over 200 countries, capturing approximately 70% of the global market share [6][29] Industry Developments - The popularity of these products is attributed to their innovative features, such as a selfie stick that can become "invisible" and the ability to capture immersive 360-degree images [1][7] - The devices are designed for various high-speed activities, providing stable footage in challenging environments like mountain trails and turbulent waters [14][22] - Shenzhen companies are moving beyond hardware competition to create an ecosystem that integrates "devices + software + content," enhancing their global influence in the smart imaging sector [15][29] Technological Innovations - Companies in Shenzhen are leveraging proprietary AI algorithms and advanced hardware to develop products that can automatically track and capture subjects in motion [17][19] - The smart imaging industry is witnessing breakthroughs in software and hardware, enabling features like 8K ultra-high-definition video and real-time 360-degree viewing experiences [19][24] - The rise of AI editing and cloud-based services is supporting the growth of the cultural creative industry, allowing non-professionals to produce and share content easily [27][29] Market Dynamics - Shenzhen's electronic market, particularly in Huaqiangbei, is a hub for innovation, where businesses can quickly prototype and customize consumer electronics [39][43] - The city has developed a comprehensive supply chain and manufacturing ecosystem, facilitating rapid product development and meeting diverse global demands [45][46] - Shenzhen's government is actively promoting the development of strategic emerging industries through substantial funding and support initiatives [45]

德国西门子股份公司收到美国政府的通知称，美国已取消对中国芯片设计软件的出口限制。根据公司声 明，这家德国供应商已恢复中国客户对其软件和技术的全面访问。西门子公司就此回应称，近期获美国 商务部工业与安全局(BIS)通知，该局于5月23日致函西门子所提出的对中国客户出口电子设计自动化 (EDA)软件及技术的管制限制现已不再适用。据此，在遵守适用出口管制法律法规的前提下，西门子已 恢复对出口管制分类编号(ECCNs)为3D991和3E991的软件与技术的完整访问权限，并已恢复对中国客 户的销售和技术支持服务。(央视新闻) ...

当时，彭博社曾援引知情人士的话称，美国商务部下属工业和安全局（BIS）当地时间5月23日已向部 分头部EDA公司致函，要求他们暂停向中国客户发货。英国《金融时报》称，新思科技、楷登电子和 西门子EDA（Siemens EDA）都是该行业的"巨头"。《金融时报》5月28日进一步爆料称，美国政府已 采取措施限制向中国出售此类产品。 【文/观察者网 熊超然】彭博社当地时间7月2日报道称，根据德国西门子公司发布的一份声明，美国商 务部已通知该公司，在中国开展业务不再需要获得"政府许可"。 报道就此称，特朗普政府至少已解除了对华芯片设计软件销售的出口许可要求，并认为这是中美两国为 促进关键技术流动而正实施的一项贸易协议的一部分。 作为全球领先的芯片设计软件供应商之一，西门子表示，该公司已恢复中国客户对其软件和技术的完全 访问权限。另外两家顶级电子设计自动化（EDA）供应商——楷登电子（Cadence Design Systems）和 新思科技（Synopsys），则没有立即回应是否收到类似通知的置评请求。美国商务部也没有立即作出回 应。 彭博社提到，今年5月，特朗普政府曾在芯片设计软件领域实施对华出口管制，作为对中国发 ...

Group 1 - The core viewpoint emphasizes China's rejection of U.S. accusations regarding violations of the Geneva economic and trade talks consensus, urging the U.S. to work together to maintain a healthy and stable economic relationship [1][2] - China has taken responsible actions by canceling or suspending relevant tariffs and non-tariff measures against the U.S. following the joint statement issued on May 12, demonstrating a commitment to the consensus reached [1] - The U.S. has introduced several discriminatory measures against China post-Geneva talks, including AI chip export controls and halting sales of chip design software, which contradicts the agreements made during the talks [1] Group 2 - The joint statement from the Geneva economic and trade talks is highlighted as a significant consensus achieved through mutual respect and equal consultation, and the importance of correcting erroneous practices is stressed [2] - China warns that if the U.S. continues to harm its interests, it will take strong measures to protect its legitimate rights [2]