Market Overview - The US stock market continues to experience volatility under multiple pressures, with the three major indices slightly declining. The S&P 500 index tested the critical resistance level of 6400 points four times without success, closing at 6373.45 points, down 0.25% [1] - The Dow Jones Industrial Average and the Nasdaq Composite Index fell by 0.45% and 0.3%, respectively [1] Economic Indicators - Market sentiment is cautious ahead of the July CPI data release by the Federal Reserve, with institutions generally believing that inflation data will serve as a short-term directional indicator [1] - JPMorgan estimates that if the July core CPI month-on-month growth is below 0.25%, the S&P 500 could rebound by 1.5%-2%. Conversely, if it exceeds 0.4%, a pullback of 2%-2.75% may occur [2] Sector Performance - Despite market pressure, Tesla has become a focal point, rising for the fourth consecutive trading day with a daily increase of over 2.8%. This performance stands out against the backdrop of weak traditional energy and airline sectors [2] - Tesla's strong performance is attributed to expectations surrounding its earnings season and structural opportunities in the electrification trend [2] - In contrast, major tech companies like Nvidia and Apple experienced slight declines due to a cooling market risk appetite [2] Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 0.29%, with Xpeng Motors rising nearly 6% due to domestic policy support for new energy vehicles and industry "de-involution" progress. However, Alibaba and JD.com continue to face valuation pressures [3] - The lithium mining sector surged due to news of a production halt at CATL, with stocks like Yahua and SQM seeing daily increases of over 8% [3] Geopolitical Factors - Geopolitical risks are also a source of market disturbance, with President Trump announcing a tentative meeting with Putin, which may involve discussions with Ukrainian President Zelensky. Market reactions included a decline in precious metals futures, with COMEX gold and silver contracts dropping by 2.8% and 2.33%, respectively [4] - Analysts suggest that any easing of US-Russia relations could alleviate global trade concerns, but short-term uncertainties in geopolitical dynamics will continue to suppress risk asset valuations [4] AI and Cryptocurrency Markets - The AI application sector is facing challenges, with C3.ai's stock plummeting by 25.58% due to disappointing earnings, and BigBear.ai's stock dropping nearly 30% post-earnings [5] - The cryptocurrency market has also seen volatility, with Ethereum-related stocks experiencing mixed performance, reflecting investor caution regarding digital currency fluctuations [5] Investment Strategies - Overall, the US stock market is in a delicate balance between "fundamental support" and "valuation pressure." Short-term market movements may revolve around CPI data and US-Russia meetings, while long-term observations will focus on whether corporate earnings can absorb high valuations [5] - UBS's Chief Investment Officer suggests that investors who are fully allocated should consider short-term hedging, while those with insufficient positions may wait for a pullback opportunity [5]

以下文章来源于解码LP ，作者吴琼 解码LP . 投资界（PEdaily.cn）旗下，专注募资动态 欢迎加入投资界读者群 抢人才，抢产业。 作者 I 吴琼 报道 I 投资界-解码LP 投资界-解码LP获悉，近日，苏州人才壹号创业投资合伙企业（有限合伙）正式成立，出 资额25 . 01亿元。 新 基 金 目 标 明 确 —— 人 才 ， 助 力 高 层 次 人 才 为 产 业 集 群 建 设 和 地 方 经 济 发 展 添 力 。 今 年，苏州定下3年时间新增各类人才100万人的目标，如今苏州国资拿出真金白银，抢人 步伐愈发快了。 这样一幕，正是全国各地抢人才、拼产业的一缕缩影。 苏州抢人，成立一支新基金 出资人浮现 时间回到今年3月，在20 2 5苏州苏商大会上，"百万人才新增计划" "百校千企联盟" "百亿 人才基金"实施方案发布，向全球英才发出邀请。 当中，"百亿人才基金"即通过设立百亿人才基金，构建全生命周期金融支持体系，重点 支持苏州市" 1030 "产业赛道的人才项目。一是投领军人才，重点支持国家级、省级及市 级人才和团队；二是投赛事选手，重点支持在国际创客大赛、全球科技双创大赛、青年 精英大赛等" ...

投资界—解码LP获悉，近日深圳福田区、武汉相继发布新政，列出多条措施吸引人才、企业聚集。当 中不约而同提到—— 在符合条件的情况下，"最高允许100％亏损"。 鼓励创新，宽容失败。当国资成为一级市场主力军，国资容错现实摆在了所有人面前。 这是国资容错最新一幕。 "最高允许100%亏损" 开始流行了 一切为了科创。 先看深圳福田区推出《2025年新启程教育科技人才"五福礼包"》，涵盖27项专属服务，包括教育、科 技、人才政策。 "五福礼包"中，瞄准企业发展全周期中的难题。比如，以人才为起点，政策中对新"深圳人"提供"一册 通""一补贴""一张床""一张卡""一摇蓝""一场球"的支持，拿出真金白银欢迎高校毕业生、科技人才等来 到深圳。 当中引起创投圈注意的是，针对创业高风险问题，福田区还拿出重新启航"福"礼包，其中从基金层面为 风险容错兜底——放宽政府投资基金的失败容忍比例，允许最高不超过80%亏损，对符合条件的项目允 许最高100%亏损。 科技创业九死一生，福田区拿出"全周期支持+容错激励"政策支持，无疑吸引更多科创企业聚集。 抢人，抢项目。随后武汉也放出最新政策——出台《武汉市进一步促进民营经济高质量发展若干 ...

点击图片▲立即收听 "2025 年，贵州抹茶首次大规模出口日本，标志着中国产品正式与日本展开直接竞争。 " 文 / 巴九灵（微信公众号：吴晓波频道） 前些年，"屈原""孔子""端午节"被韩国垂涎，让中文网友们又好气又好笑。 然而最近，类似的故事，又开始在中国和日本的"抹茶之争"上演。 近年来，抹茶风潮席卷全球。在TikTok、小红书等全球社媒上，除了抹茶粉，流行的还有各种抹茶相关的烘焙、甜品、零食、饮品。海内外博 主，或测评，或探店，或DIY经验分享，几乎万物皆可"混搭"。 图源：小红书 "抹茶麻糬，糯叽叽，一口下去，满满的幸福感！" "外层抹茶脆壳包裹威士忌酒心，咬破瞬间酒香茶香一起炸开！" 独特的香气和口味，清新鲜亮的"治愈系绿"，让抹茶成了饮食时尚的象征。 在流行初期，抹茶产品多以日式风味为核心。不过，此刻的日本却出现了严重的供货不足——日本农林水产省数据显示，2024年包括抹茶在内的 绿茶出口额达2.4亿美元，同比增长25%，需求井喷，但产能却出现了短缺，一些企业不得不对国内消费者限购。 与此同时，中国抹茶却在迅速崛起。 预计2025年，总产量将超过5000吨，稳居全球最大生产国。其中贵州的产量已经占 ...