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帮主郑重聊非农:就业数据这么猛,7月降息彻底没戏了?美元美债为啥崩了
Sou Hu Cai Jing· 2025-07-03 21:56
Group 1 - The June non-farm payroll data in the U.S. showed an increase of 147,000 jobs, significantly exceeding the market expectation of 106,000 jobs, and the unemployment rate decreased from 4.2% to 4.1% [3] - The strong employment data has diminished the likelihood of a Federal Reserve interest rate cut in July, with the probability dropping from 25% to 4% [3][4] - Market reactions included a decline in U.S. Treasury prices, with the 2-year and 5-year yields rising nearly 10 basis points, and the 10-year yield jumping to 4.34% [3] Group 2 - The report indicated that 73,000 of the new jobs were in state and local government, primarily in the education sector, while federal government jobs decreased by 7,000, suggesting that private sector growth was not as strong as anticipated [3] - Despite the strong employment figures, uncertainties remain regarding trade negotiations, and there are concerns about potential price pressures indicated by the services PMI [4] - The increase in U.S. Treasury yields and a stronger dollar suggest that dollar-denominated assets may become more attractive, while gold and other safe-haven assets could face pressure [4]
产教融合促进大学生本地化就业
Xin Hua Ri Bao· 2025-07-03 21:55
Core Viewpoint - The optimization of talent resources is crucial for regional economic competition, with local employment of college graduates being a key strategy for local governments to promote industrial upgrading and enhance regional competitiveness [1] Group 1: Current Status of Industry-Education Integration - Various models of industry-education integration, such as the establishment of industry colleges by vocational schools and leading enterprises, have emerged, indicating that significant progress has been made in practice [2] - However, challenges remain, including superficial cooperation, lack of integration of real enterprise needs in curriculum design, homogenized cooperation models, and talent loss in non-first-tier cities, which affect the efficiency of supply-demand matching for college graduates [2] Group 2: Multi-dimensional Value of Local Employment for College Graduates - Promoting local employment for college graduates aligns with regional industrial upgrading needs, particularly in the digital economy sector, by fostering collaboration between schools, local governments, and enterprises [3] - Local employment enhances individual competitiveness and injects vitality into local economic and social development, as graduates are more familiar with the local environment and culture, leading to quicker adaptation and reduced turnover rates [3] Group 3: Collaborative Pathways for Local Employment under Industry-Education Integration - To deepen school-enterprise collaboration, a cooperative model should be established based on the entire industrial chain, utilizing big data to adjust professional settings and enrollment plans dynamically [4] - Implementing a dual-mentor system and introducing real enterprise projects into the curriculum can enhance practical skills while addressing real-world problems [4] Group 4: Policy Support System Enhancement - A comprehensive policy framework for attracting, utilizing, and retaining talent is necessary, including tax incentives for companies hiring graduates and establishing special funds for industry-education integration [5] - Strengthening cultural recognition of local industries can enhance graduates' emotional connection to their workplaces, fostering local employment [6]
EDA对华出口管制解除 全球三大厂商恢复供应
Zheng Quan Shi Bao· 2025-07-03 21:55
Core Viewpoint - The U.S. has lifted export restrictions on Electronic Design Automation (EDA) software to China, allowing major companies like Siemens and Synopsys to resume supply, while Cadence has not yet officially responded [1][2]. Group 1: Company Responses - Siemens confirmed the restoration of access to previously restricted EDA software and technology for Chinese customers, following a notification from the U.S. Department of Commerce [1]. - Synopsys announced the immediate resumption of supply and full customer support for its products in China, effective from July 2 [1]. - Cadence has not yet provided an official response regarding the restoration of its EDA software supply to China [2]. Group 2: Market Dynamics - Prior to the lifting of restrictions, the three major EDA companies faced limitations on software key renewals and IP updates, which affected their operations in China [3]. - Despite the restrictions, EDA tools remained usable under existing licenses, but additional services and new orders were not supported until late June when restrictions began to ease [3]. - The high market concentration in the EDA industry is evident, with Synopsys, Cadence, and Siemens collectively holding over 70% market share according to TrendForce [4]. Group 3: Domestic Industry Response - In response to the international EDA supply limitations, domestic EDA companies have initiated free trials of their products to capture market share [4]. - The Chinese semiconductor industry is encouraged to actively adopt domestic EDA tools, as the U.S. restrictions present an opportunity for integration and development within the local market [4].
微短剧不能比着“雷人”(锐见)
Ren Min Ri Bao· 2025-07-03 21:55
"一胎99子",微短剧又出"雷作"。女主角因怀上皇子,临盆时天降祥瑞,接连生下99个娃,叠放成"金 字塔"送进皇宫……网友吐槽剧情,话题冲上热搜,平台火速下架,再次引发关于微短剧发展的关注与 讨论。 "剧情翻车"折射出一些创作者"卷"符号、造奇观、博眼球的"比雷"心态。细看不难发现,该剧情节拖 沓、台词重复、人物"降智",开头的"一胎99子"是唯一的"记忆点",只为博取点击量。 这背后是唯流量论在作祟。相关报道显示,该剧下架前播放量超4000万,确实"收割"了流量。在一些创 作者看来,视听产品类型多样,观众注意力格外有限,只能出"奇"制胜,靠"脑洞"打通流量出口,文化 内涵、艺术价值则统统让位。你腰缠万贯,我就万亿家财;你有特异功能,我有逆天绝招……久而久 之,"比雷"成了一条赛道。 文艺作品从来都欢迎想象力,但想象力要发挥推动剧情、塑造人物、表达主旨的作用。孙悟空"72变", 对应着生动的形象,关乎克服艰难险阻的故事,也蓄积着踏平坎坷成大道的叙事能量。反观一些雷人情 节,没有合乎逻辑的背景设定,也不关涉形象塑造,甚至与主旨风马牛不相及。被这些炸裂的概念、情 节、噱头吸引而来的观众,越看越不知所以,深感"被忽 ...
从“一进一退”看民生建设(评论员观察)
Ren Min Ri Bao· 2025-07-03 21:53
开展体验式调研,更容易找到那些坐在办公室里不易察觉的槽点、痛点、堵点,推动消除治理盲区,提 升服务精细化水平 上海、湖北武汉等地,推出定制公交;安徽马鞍山、山东东营等部分城市,宣布公共自行车停运。透过 近期两则有关公共交通的新闻,可琢磨出做好城市公共服务的一些门道。 先看公交车。以往开通常规公交线路,从计划到许可耗时较长,无法及时满足多元出行需求。如今,上 海居民通过"随申行"平台提交"个人定制"申请,凑够每班次乘坐最少人数,最快只需3天,即可开通一 条定制公交线路。这是用好"有形之手"的力量解决群众急难愁盼问题。 民生建设,关键在一个细字。针对本地区本单位为民为企办事服务事项,开展体验式调研,更容易找到 那些坐在办公室里不易察觉的槽点、痛点、堵点,推动消除治理盲区,提升服务精细化水平。 今年3月印发的《关于进一步保障和改善民生着力解决群众急难愁盼的意见》,提出10项务实举措,致 力解决群众在教育、医疗、养老等领域的操心事、烦心事、揪心事,推动民生建设更加公平、均衡、普 惠、可及。坚持有为政府和有效市场更好结合,持续提升治理效能、改善服务水平,更多"投资于人"的 温暖实践,必将托举起14亿多人"稳稳的幸福"。 ...
读懂服装里的新经纬(金台随笔)
Ren Min Ri Bao· 2025-07-03 21:53
服装关乎人们的基本生活需求,是生活图景、生活理念的具体表现。我国每年可生产超过700亿件衣 服,可以为世界上每个人提供8件衣服有余。服装之"多"为潮流之"新"提供了沃土,勾勒出美好生活的 时代剪影。 生活越过越好,服装不断焕新。舒适耐用的骑行服、防水保暖的登山服、功能多样的露营服成为一些人 的"心头好",映照着户外运动的蓬勃兴起;防晒衣、瑜伽服、专业运动服饰的选择愈发丰富,折射出健 康理念的深入人心……一件件衣服仿佛是时间轴的具象化,记录着消费风潮的细微改变,串联起社会生 活的前进步伐。 炎炎夏日,防晒衣又成了服装热销款。在购物平台搜索"防晒衣",修身版型、宽松剪裁任君挑选,面罩 帽子一体式、超长及踝斗篷式等应有尽有,还有紫外线防护系数等为选购提供重要参考。如果将时光回 拨20年,人们对防晒衣还鲜有耳闻。服装不断"上新",折射出潮流的更替与变迁,从中可以聆听到时代 的律动。 从古至今,在御寒、蔽体的实用功能之外,服装的针脚间,也缝缀着人们对美的表达。从汉乐府诗描 写"长裾连理带,广袖合欢襦",到唐诗称赞"荷叶罗裙一色裁",再到宋词歌咏"揉蓝衫子杏黄裙",文人 墨客笔下的飘飘衣袂,恰似穿越时空的美学信笺,诉说着 ...
单方面关税加剧全球发展的不确定性(国际论坛)
Ren Min Ri Bao· 2025-07-03 21:52
美国的国际形象加速滑落。美国的单边行动破坏以规则和法治为基础的国际秩序,这对所有国家的繁 荣、经济合作和全球产业链供应链稳定都具有深远影响,将削弱世界经济的效率与活力。从昔日引领经 济全球化,到如今推出保护主义、加剧全球治理碎片化,美国的关税政策正在破坏人们对美国的信任。 金融市场已经以波动作出反应,这凸显了投资者对贸易冲突长期化和经济衰退风险的担忧。 关税政策正给美国经济带来损害,其影响将不断扩散。关税通常会被转嫁给消费者,将导致包括电子产 品、汽车、服装、食品等在内的各类商品价格的上涨。耶鲁大学的一项研究显示,关税将使美国家庭平 均损失4400美元。原本就已经令人担忧的通货膨胀或将进一步加剧,这对美国工薪阶层生活的打击将尤 其明显。 随着进口减少,美国国内生产商面临的竞争减弱,也将导致物价进一步上涨。美国国内依赖出口或全球 产业链供应链的经济活动,包括农业、制造业和零售业等,还可能出现裁员。目前,美国消费者信心正 在下降,这反映出人们对通货膨胀、就业保障和整体经济前景的担忧。美国制造业也不能从这些破坏性 影响中幸免。美国制造商依赖全球产业链供应链,关税会增加它们的生产成本,挤压利润空间。许多企 业正推迟投 ...
改机制、优服务、引活水 看铁路货运三招降成本(经济聚焦·降低物流成本在行动)
Ren Min Ri Bao· 2025-07-03 21:52
物流是实体经济的"经络",连通生产与消费,关乎民生与发展。降低全社会物流成本,能够为经济发 展"舒筋活血"。 去年11月印发的《有效降低全社会物流成本行动方案》提出,到2027年,货物运输结构进一步优化,铁 路货运量、铁路货运周转量占比力争分别提高至11%、23%左右,港口集装箱铁水联运量保持较快增 长。 随着降低全社会物流成本专项行动的实施,铁路部门推出了哪些新举措,对降低物流成本有何好处?记 者进行了采访。 ——编者 衔接厂区、门店前后"一公里"—— 铁路"包邮"省心省力 内蒙古鄂尔多斯市,伊泰广联煤化有限责任公司专用线装车线上,一列满载煤炭的C80万吨列车整装待 发,即将驶向河北唐山曹妃甸西站。 "今年我们与伊泰公司签订了全年的物流总包服务,已累计发运233.15万吨。"国铁呼和浩特局包头铁路 物流中心营销部主任张斌说。 以前,铁路部门只负责干线运输。如今,推广物流总包后,铁路部门将为客户量身设计物流最优解决方 案,解决短驳运输难题,并提供储存、装卸、搬运、包装等服务,从而实现"门到门""生产线到生产 线""厂—站—库—经销商店"的效果,帮客户降低综合物流服务成本。 不仅如此,依托物流总包,铁路部门还对 ...
从“感知中国”到“分享中国”(和音)
Ren Min Ri Bao· 2025-07-03 21:52
中国积极推动各国人民来华参观交流的生动实践,不仅让世界看到了一个更加真实、立体、全面的中 国,更为不同文明相互了解、相互欣赏、相互借鉴提供了范例,注入了动力 为何越来越多外国朋友选择亲身到中国看一看,或者体验一把中国产品?"中国产品已经告别了复刻国 际品牌的时代""中国新生代潮流品牌正刷新'中国制造'的国际形象"……近期外媒的密集报道,为回答这 个问题提供了线索。中国高质量发展不断推进,特别是"创意中国""活力中国"的形象在国际上越传越 广,自然而然对各国朋友产生了吸引力。从便捷的移动支付、高铁网络融入日常生活,到DeepSeek、 人形机器人等创新产品不断涌现,这些共同构成了立体多元的现代中国图景。硬实力与软实力的共同提 升,让人们更愿意了解中国故事,倾听中国声音。 开放交流,政策的支持、包容的环境、便捷的渠道至关重要。中华文明历来追求"和而不同",敞开双臂 拥抱世界更是当代中国的行动自觉。当前,中国免签"朋友圈"不断扩容,适用单方面免签政策来华国家 扩展至47个,240小时过境免签政策适用国家扩展至55个。中国坚定推进高水平对外开放,持续便利中 外人员往来,让外国朋友通过真实、亲近的文化接触加强对中国的理 ...
Mustang Energy Corp. Receives Exploration Permit for 914W Uranium Project
Globenewswire· 2025-07-03 21:51
Core Viewpoint - Mustang Energy Corp. has received exploration permits from the Saskatchewan Government for the 914W Uranium Project, enabling ground-based exploration activities until April 30, 2028 [1][2]. Group 1: Exploration Permits - The permits include Crown Land Work Authorization, Aquatic Habitat Protection Permit, Forest Product Permit, and Temporary Work Camp Permit, allowing for activities such as trail construction, line-cutting, ground geophysical surveys, and diamond drilling [2]. - Mustang is committed to engaging with local communities to address concerns and ensure sustainable project implementation, prioritizing consultation and environmental stewardship [3]. Group 2: Project Details - The 914W Uranium Project covers 1,260 hectares and is located approximately 48 km southwest of Cameco's Key Lake Operation, providing favorable logistics via Highway 914 [5]. - The project is situated within the Western Wollaston Domain, known for uranium mineralization, and has shown promising geological features, including local graphite-bearing assemblages [5]. - Historical exploration has indicated significant uranium presence, with drill hole ML-1 encountering up to 1,288 ppm U and surface prospecting revealing up to 0.64% U3O8 at Don Lake Zone E [5]. Group 3: Company Background - Mustang Energy Corp. is focused on discovering and developing high-potential uranium and critical mineral assets, holding a portfolio of 147,153 hectares in Saskatchewan's Athabasca Basin [8]. - The company employs modern exploration techniques and a disciplined, data-driven approach to advance early-stage exploration [8].