21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 【巨头风向标】 黄仁勋亲自招募两位中国AI专家 近日，本科毕业于清华大学的AI科学家朱邦华（Banghua Zhu）和焦剑涛（Jiantao Jiao）分别在社交媒 体发布和英伟达创始人、CEO黄仁勋的合照，宣布加入英伟达。两人在帖文中均表示，今后将重点围绕 模型后训练、效果评估、智能体开发及AI基础设施建设四大领域展开深度合作，尤其将注重与开发社 区和学术界的协同创新。各自团队将持续以开源形式分享研究成果，推动全球技术共享。（每日经济新 闻） 谷歌宣布与联邦聚变系统公司签署核聚变商业购电协议 谷歌母公司Alphabet宣布，已与联邦聚变系统公司(Commonwealth Fusion Systems)达成协议，将购买其 弗吉尼亚州聚变发电项目的200兆瓦电力，此次签约标志着核聚变能源首次实现商业化电力采购。核聚 变作为太阳与恒星的能源机制，目前尚未在地球上实现商业化应用。此次签约的CFS公司是麻省理工学 院2018年分拆出的初创企业，其正在弗吉尼亚州建设的A ...

机构：天风证券 全域一体化经营，创新驱动运动零售新范式 面对消费模式的转变和客流量的波动，滔搏采取更为灵活且均衡的销售渠道调整策略，进一步扩展零售 网络。 1）线下， 滔搏对于门店零售空间重新定义和打造，跨界艺术、人文、音乐等领域，巧妙地将运动场景 元素深度融入门店空间，为消费者打造出沉浸式的购物环境。 研究员：孙海洋 公司公布FY25/26 第一季度运营表现 2025/26 财年第一季度（3 月1 日至5 月31 日）总销售额同比录得中单位数下跌。直营门店毛销售面积 较上一季末减少1.3%，较去年同期减少12.3%。 加速多元化布局，拓展业务边界 2025 年，滔搏先后宣布与英国专业跑步装备品牌soar、挪威高端户外品牌 签约，成为它们在中国市场 的独家运营合作伙伴，负责这两个品牌在中国市场全链路运营工作。新引入的挪威高端户外品牌，被视 为加强专业运动领域布局的战略举措，有助于提升滔搏在高端户外市场的影响力。 针对"是否将在运营新品牌过程中利用现有的运动鞋服渠道资源"的问题，滔搏给出了明确的战略定位： 将突破传统渠道扩张的思维模式，在运营中实践全域经营+精准触达的新零售理念。 归母净利13 亿人民币、15 ...

一件怪事，现在很多应届毕业生，都觉得找工作难，吐槽岗位少、竞争大、求职难。 数据统计，预计今年有1222万名大学生毕业，同比增长43万人，创历史新高。 家政服务、养老护理等服务业超3000万； 但你知道吗？ 现在全国各个行业"缺人"的呼声却一浪高过一浪——光是直播行业，就号称2025年缺口近2000万，制造 业、IT、养老、AI等领域也纷纷喊出"千万级缺人"口号。 制造业十大重点领域缺口接近3000万； 信息与通信技术领域缺口超2000万； 01 就业"缺口"为何这么大，我们先拿直播行业来解剖麻雀。直播行业，号称缺口2000万，俨然是一个冉冉 升起的就业蓄水池。 AI行业缺口超1000万； ...... | | 三册以不米儿年内的仁业人才献目衣 | | | --- | --- | --- | | 行业或职业 | 缺口量 | 数据来源 | | 制造业十大重点领域 | 接近 3000 万 | 人社部、工信部、教育部 | | 家政服务业 | 超过 2000 万 | 商务部 | | ICT(信息与通信技术) | 超 2000 万 | 《中国 ICT 人才生态白皮书》 | | 直播 | 1941.5 万 | 《网络主播 ...

公司背靠国家能源集团，系国内龙头发电央企，截至2024 年底控股总装机111.7GW，火电/水电/新能源 占比67%/13%/20%。2H20 以来公司市值管理成效显著，我们认为公司新催化来源于：1）外延：集团 常规能源资产注入潜力大；2）内生：大渡河即将步入新一轮水电投产周期。维持"买入"。 2H20 以来市值管理成效显著，潜在资产注入空间仍较大公司2020 年开始进行了一系列市值管理工作， 截至2025/6/27，公司收盘价较2020/7/15 上涨165%，2024 年公司扣非ROE 为9.28%，较2020 年-1.15%显 著改善。2025/4/8，国家能源集团宣布持续推进资产整合。集团未上市煤电资产(除宁夏/新疆)若注入公 司，或为其带来96%煤电装机弹性。集团未上市的玛尔挡水电站于2024 年底全面投产，装机232 万千 瓦，我们测算其免所得税时期净利润5.04 亿元，ROE 约7.4%，此外集团还拥有在建的旭龙和拟建的奔 子栏水电站，装机均为240 万千瓦。 国能大渡河开启2025-26 投产周期，公司盈利、估值有望齐受益国能大渡河在建/拟建机组投产对公司盈 利的提升体现为：1.水电产能有望较 ...

智通财经7月1日电，今年上半年境内ETF迎来里程碑时刻，ETF总规模达到4.3万亿创历史新高，股票 ETF规模达3.03万亿，占比7成。华泰柏瑞沪深300ETF最新规模3747亿元，以超千亿姿态继续领先；千 亿规模基金有6只，4只沪深300之外，华夏上证50ETF、南方中证500ETF悉数在列。今年以来ETF合计 净流入2974亿元，债券ETF合计净流入1757.84亿元居首，黄金为代表的商品ETF净流入629亿元，排名 第二，股票ETF净流入620亿元紧随其后，QDII-ETF上半年净流出约70亿元，是上半年唯一净流出的 ETF类型。（智通财经记者 闫军） 上半年ETF最新规模4.3万亿 股票ETF占比超7成 ...

Core Viewpoint - Atrium Mortgage Investment Corporation has terminated its bought deal offering of 6.00% convertible unsecured subordinated debentures due September 30, 2032, due to additional remediation procedures required by its former auditor as identified by the Canadian Public Accountability Board (CPAB) [1] Company Overview - Atrium is a non-bank provider of residential and commercial mortgages, focusing on major urban centers in Canada where real estate stability and liquidity are high [3] - The company's objectives include providing stable and secure dividends to shareholders while preserving equity by adhering to conservative risk parameters [3] Financial Reporting and Audit Concerns - The termination of the offering is linked to insufficient support for the former auditor's opinions on Atrium's annual financial statements for the years ended December 31, 2023, and 2024, particularly regarding the staging of mortgage receivables and allowance for mortgage losses [1] - Atrium is committed to assisting in addressing the concerns raised and expects satisfactory resolution of all identified issues [1]

Core Insights - Xiaomi Group's CEO Lei Jun announced a limited-time configuration modification event for the Xiaomi YU7, scheduled from July 6 to July 7, allowing users to modify their orders between different versions [1] - The Xiaomi YU7 SUV is available in three versions: Standard, Pro, and Max, with a starting price of 253,500 yuan [5] - The YU7 has received over 289,000 pre-orders within the first hour of sales, indicating strong market demand despite fierce competition in the domestic SUV market [7] Group 1 - The limited-time configuration modification event for the Xiaomi YU7 allows users to change their orders between the Standard, Pro, and Max versions [1] - The YU7 SUV features a maximum horsepower of 690 PS, a 0-100 km/h acceleration time of 3.23 seconds, and a top speed of 253 km/h [5] - The production capacity of Xiaomi's manufacturing facilities is set at 150,000 vehicles per phase, with the first phase dedicated to the SU7 model and the second phase for the YU7, expected to commence production in July [7] Group 2 - The strong initial demand for the YU7, with over 289,000 orders in just one hour, reflects consumer trust in Xiaomi's automotive capabilities [7] - Lei Jun emphasized the importance of product quality and the need for the company to expedite factory expansion and delivery processes [7]

Core Viewpoint - The recent recall of power banks by major brands due to safety risks associated with lithium batteries has raised significant concerns among consumers and prompted regulatory changes in the industry [2][10][12]. Industry Impact - The recall of 1.2 million power banks, including 491,745 units from Romoss and 713,000 units from Anker Innovations, marks the largest recall of defective power banks in China’s history [2][10]. - The incident is expected to accelerate the establishment of higher safety standards and regulations within the power bank industry, as evidenced by the recent announcements from regulatory bodies regarding new safety standards [10][11][12]. Safety Concerns - Lithium batteries, which are the core component of power banks, have been linked to multiple incidents of overheating and fires, raising alarms about their safety [4][5][10]. - The quality of battery cells and circuit boards is critical, with substandard components leading to increased risks of overheating and potential explosions [5][6]. Regulatory Changes - The Civil Aviation Administration of China has implemented a ban on carrying power banks without clear 3C certification or those that have been recalled, effective June 28 [1][10]. - The Ministry of Industry and Information Technology has opened discussions for a mandatory national standard for mobile power safety, indicating a shift towards stricter regulations [11]. Consumer Behavior - The recall has led to a shift in consumer purchasing behavior, with many opting for lesser-known brands perceived as safer alternatives [2][10]. - Consumers are increasingly anxious about the safety of power bank products, reflecting a broader concern about product reliability in the market [6][10]. Future Trends - The industry may see a transition towards safer battery technologies, such as sodium-ion batteries, which are less prone to catching fire compared to lithium-ion batteries [9][12]. - The ongoing crisis is likely to catalyze a shift from price competition to quality competition within the power bank market, as companies strive to regain consumer trust [12].

Group 1 - The 618 shopping festival this year set a record with the longest promotional period and received positive feedback, reflecting consumer expectations for e-commerce platforms and promotional ecosystems [1] - The complexity of past e-commerce promotions, including various discount rules and conditions, led to consumer frustration and anxiety, as they often spent significant time trying to understand the rules without achieving substantial savings [1] - This year, platforms simplified rules, offering direct discounts and easy access to large coupons, which reduced decision-making time and shopping cart abandonment rates, allowing consumers to enjoy the convenience of technology [1] Group 2 - The transformation in promotional strategies is reshaping the entire e-commerce ecosystem, as reduced reliance on complex rules changes the competitive logic within the industry [2] - A focus on sincerity and quality over complicated promotional tactics is essential for gaining consumer trust and loyalty, leading to sustainable business success [2] - The shift reflects the maturity of the digital economy, where e-commerce platforms must transition from "traffic thinking" to "retention thinking" to create lasting value for users [2]

本报记者 赵 曦 □ 唐 瑞 "618"走到2025，已经走过了十几个年头，今年的"618"似乎不比往年"热闹"，大家不再集体"蹲点"凑单，一次性下十几单。许多人据 此判断消费形势不容乐观。然而各大平台交出的"成绩单"却与此结论截然相反，今年是近三年增速最快的"618"。 背后原因是什么？今年"618"有何新变化？预示着电商行业未来发展何种趋势？ "早买早享受，晚买仍享折扣" "618"年中大促活动已于6月20日宣告结束，而消费者小安仍在仔细挑选商品，继续准备下单。"今年的促销活动好像持续得挺久，你 看，淘宝现在还有'超级立减'和'惊喜消费券'之类的折扣呢，京东也差不多。所以我就没有着急忙慌地非要一次性囤一堆货，可以慢慢 比较、慢慢选。"他告诉记者。另一名消费者则是在5月底就购入了自己心仪的咖啡机。"我看那会儿就有折扣活动了，比平时降价了 四五百元。想买咖啡机很久了，于是果断购入，没等到6月才买。"他说。 无论是"早买早享受"，还是"晚买仍享折扣"，这些消费者的从容都源于大促活动的新变化：今年"618"于5月13日提前拉开序幕，多家 平台的促销活动持续至6月20日结束，被视为"史上最长"618"。在战线拉长之 ...