不过，也有一点不同：合同短期且流动性强，随时可能被"挖角"：与体育明星通常拥有长期合同不同， AI 领域的雇佣协议是短期的、流动性强的，这意味着"任何人都可以在任何时候被挖走" 。 这一论断放在前面，便于理解接下来的论述。 前些天马克·扎克伯格亲自下场，天价挖人，据说开出了一亿美元的"签字费"——勒布朗·詹姆斯下赛季 的工资是 5260 万。如今 Meta 已经重组 AI 业务，成立 MSL （"超级智能实验室"），以至于阿尔特曼 恼羞成怒，说他们挖走的是雇佣兵，不是传教士，而且离开的都不是最顶级的。 他生气太早了，这类堪比超级球星的合同，可能是以后 AI 行业的常态。 红杉美国前两天发了一篇文章，说如今的 AI 实验室和体育俱乐部越来越像： 背后都有超级"金主"支持：例如，微软支持 OpenAI，谷歌和 Meta 有自己的实验室，埃隆·马斯克则支 持 xAI。 "明星选手"拥有天价薪酬包： AI 领域的"明星球员"（顶尖研究员）可以获得数千万、数亿，甚至对最 顶尖的离群值人才来说，似乎可以达到数十亿美元的薪酬包。这与职业体育明星的天价合同非常相似。 这一年 AI 行业内部有个根本转变：过去的一年里，决定竞争 ...

Core Viewpoint - The article highlights the recent agreement between China and the U.S. to lift certain trade restrictions, emphasizing the importance of dialogue and cooperation in the bilateral economic relationship [1]. Summary by Relevant Sections - **Trade Restrictions**: Following the London economic talks, both sides confirmed the implementation of key agreements from the June 5th call between their leaders, with China approving export licenses for eligible controlled items and the U.S. lifting a series of restrictive measures against China [1]. - **Specific Products**: Reports indicate that U.S. companies have been notified to resume exports of EDA software, ethane, and aircraft engines to China, marking a significant step in trade normalization [1]. - **Mutual Benefits**: The Chinese government stresses the mutual benefits of the China-U.S. economic relationship and urges the U.S. to recognize this essence, correct its previous mistakes, and take concrete actions to uphold the agreements reached by the leaders [1].

Employment Data Summary - In June, the U.S. added 147,000 non-farm jobs, exceeding the expected 110,000[2] - The unemployment rate fell to 4.1%, lower than the expected 4.3% and previous 4.2%[2] - Labor force participation rate was 62.3%, slightly below the expected and previous 62.4%[2] - Average hourly earnings increased by 0.2% month-on-month, below the expected 0.3% and previous 0.4%[2] Market Reactions - Following the non-farm data release, U.S. stock markets rose, with the S&P 500, Nasdaq, and Dow Jones increasing by 0.8%, 1.0%, and 0.8% respectively[2] - The 10-year U.S. Treasury yield rose by 6.3 basis points to 4.34%[2] - The U.S. dollar index increased by 0.4% to 97.1, while spot gold prices fell by 0.9% to $3326.1 per ounce[2] Fed Rate Expectations - The probability of a rate cut in July dropped from 25% to 0% after the non-farm data release[2] - The probability of a September rate cut decreased from 100% to approximately 73%[2] - The expected number of rate cuts for the year was revised down from 2.6 to 2.1[2] ADP vs Non-Farm Data - The ADP report showed a loss of 33,000 jobs in June, significantly below the expected gain of 95,000[3] - The divergence between ADP and non-farm data is attributed to differences in statistical coverage and the impact of tariffs[3] - Non-farm data is considered more reliable as it covers approximately 80% of employment positions compared to ADP's 17%[3] Economic Outlook - The strong non-farm data suggests resilience in the U.S. economy, supporting previous assessments[4] - The report indicates that if tariffs do not escalate further, a soft landing for the economy remains likely[4] - The Federal Reserve is expected to maintain a cautious stance given manageable economic downturn risks and rising inflation concerns[4]

Group 1 - The article discusses the pressures and challenges associated with having children, particularly for lower-income families, highlighting that raising children significantly increases living costs and stress levels [2][20][21] - It emphasizes that many individuals feel a sense of purpose in life revolves around two main tasks: caring for aging parents and raising children, which can lead to feelings of fulfillment or frustration depending on circumstances [3][19] - The narrative compares life to a challenging game, where having children represents difficult "boss levels" that provide a sense of achievement, while not having children may lead to boredom and a lack of purpose as individuals age [16][17][19] Group 2 - The article points out that many people who choose not to have children often come from difficult backgrounds and have negative perceptions of family life, leading to a belief that not having children is preferable [23][26] - It discusses the societal pressures and expectations surrounding parenting, particularly for those from lower-income backgrounds, who may struggle to provide for their children and face increased stress and conflict [21][22][25] - The piece concludes that the decision to have children should be based on an individual's understanding of their own life circumstances and the challenges they are willing to face, rather than societal expectations or pressures [37][40]

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) of China is taking measures to address the issue of low-price disorderly competition in the photovoltaic (PV) industry, aiming to promote high-quality development in the sector [1] Group 1: Government Actions and Industry Response - MIIT organized a meeting with 14 major PV companies to discuss the governance of low-price competition and to provide support for the industry's development [1] - The Minister of MIIT, Li Lecheng, emphasized the need for macro guidance and industry governance to help companies address urgent issues [1] - The meeting included top executives from leading companies in the PV industry, indicating a strong representation and commitment to addressing industry challenges [1] Group 2: Market Reactions - Following the announcement of the policy, US-listed solar stocks saw significant increases, with companies like Sunrun and First Solar rising by 18% and 8.8% respectively [2] - In contrast, the A-share market showed a more subdued reaction, with the CSI Photovoltaic Industry Index rising modestly on July 4 [2] - The Huatai-PineBridge Photovoltaic ETF experienced a surge in trading volume, indicating increased investor interest in the sector [3] Group 3: Broader Context and Policy Implications - Recent commentary in the People's Daily highlighted the negative impact of "involution" on market competition and called for reforms to enhance quality and eliminate low-price competition [4] - The Central Financial Committee's recent meeting underscored the need for legal governance of low-price competition and encouraged companies to improve product quality [4]

本报（chinatimes.net.cn）记者张玫 北京报道 天天基金网数据显示，国融稳泰纯债债券A近一年回报2.28%，同类排名为2266/2741；该产品C份额近 一年回报为2.48%，同类排名为2101/2741。国融添益增强债券A 近一年回报0.34%，同类排名为 1140/1168；该产品C份额近一年回报告负，为-0.02%，同类排名为1152/1168。 贾雨璇是吉林农业大学工学硕士，历任中邮创业基金管理股份有限公司研究员、京东集团咨询顾问， 2019年5月加入国融基金，现任国融融泰灵活配置混合型证券投资基金、国融融兴灵活配置混合型证券 投资基金、国融融银灵活配置混合型证券投资基金的基金经理。2025年1月13日担任国融融信消费严选 混合型证券投资基金基金经理。 多只产品陷"迷你基"困局 贾雨璇在管基金资产总规模仅4.64亿元，最佳任期回报为5.30%。在管12只产品（A/C类分开计算）中， 有多只产品陷"迷你基"困局，10只规模低于5000万元清盘红线，且其最长任期产品三年亏损超56%。 7月1日，国融基金一则高管变动公告在资本市场激起波澜。 公司副总经理兼财务负责人陈祎杰因个人原因离任，不再转 ...

盛夏的广州，万物在骄阳下茁壮生长。 迭代与进化，南方报业擂响变革战鼓。 7月3日，南方报业传媒集团（南方日报社）召开推进系统性变革动员部署会，用铿锵有力的南方声音， 吹响主力军全面挺进主战场的号角。南方报业党委书记、社长刘启宇在接受《中国新闻出版广电报》记 者采访时表示："我们始终牢记党媒集团的职责使命，深入践行习近平文化思想，坚持人民立场、用户 思维，创新内容生产传播方式、提升服务大众水平，在求新中保持定力、在求变中注入活力、在改革中 激发动力。" 在新一轮改革中，南方报业突出"以自我革命精神推动媒体系统性变革、以强化用户服务驱动内容生产 传播、以体制机制改革激发创新创造活力、以传播效果评价增进改革创新动能"四个维度，巩固拓展内 容一体化生产、传播一体化运营、技术一体化支撑、经营一体化统筹的"四个一体化"融合机制，全面提 升内容影响力、平台传播力、舆论引导力、媒体运营力、队伍战斗力，做强主流舆论阵地、唱响主流舆 论的南方声音。 南门报 南方报业全面启动 系统性变革 南方日报 南方日报以头版为龙头,加强引导、 服务功能,带动地市报道全面升级 南先 南方杂志全力打造集党建 传播、研究、服务于一体 的全国省级党刊 ...

游戏ETF跟踪的是动漫游戏指数，该指数由中证指数有限公司编制，从A股市场中选取涉及动漫、游戏 及相关产业链的上市公司证券作为指数样本，以反映动漫游戏行业相关上市公司证券的整体表现。该指 数具有鲜明的行业特征和风格配置，是衡量中国动漫游戏产业发展的重要指标。 消息面上，2025年7月2日，华泰证券研报指出，传媒行业在政策支持和技术迭代下存在结构性增长机 会，重点关注游戏产品周期、AI多模态应用及短剧出海等领域。近期多款AI情感陪伴游戏和玩具产品 进入测试或发售阶段，市场对产品完成度期待较高，AI技术在游戏和玩具领域的商业化进程加速。 华西证券指出，6月版号数量创近年新高，共158款游戏获批，其中国产网络游戏147款、进口网络游戏 11款，显示监管对行业健康发展的持续支持。政策稳定性提升国内厂商研发与发行规划的可预期性，推 动资源向精品化、长线化方向倾斜；进口版号同步扩容，彰显包容创新态度。游戏行业政策激励提振内 需，科技赋能强化产品竞争力，出海布局增长空间广阔。中长期看，监管引导与市场活力正向循环的深 化，有望驱动行业从规模扩张转向高质量发展轨道。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及 ...

智通财经记者 | 宋佳楠 任天堂Switch 2自发布以来销量不断攀升，但价格过高问题也受到诸多用户指责。 任天堂Switch各代产品售价 智通财经制图 对比任天堂过往主机，如SFC、N64、NGC以及Wii，定价均为25000日元（约合人民币1239元），Wii U为26250日元（约合人民币1301元）。即使考虑通货膨胀与汇率因素，Switch 2价格仍处于高位。 尽管价格备受争议，Switch 2销量却十分亮眼。任天堂官网数据显示，Switch 2在发售首月，全球累计 销量达500万台，远超2017年Switch发售首月274万台的纪录。 其中，日本地区销量147万台，北美180万台、欧洲118万台，其他地区55万台。在美国，Switch 2是上市 四天内销售最快的任天堂硬件；在日本，其首周销量约是初代Switch的三倍，成为日本历史上首周销量 最高的游戏主机。此前，任天堂预计Switch 2游戏机2026财年（截至2026年3月31日）的销量将达到 1500万台。 由于销售火爆，Switch 2已出现产能吃紧问题。古川俊太郎表示，目前Switch 2全球需求远超预期，给 部分玩家带来不便。初期抽签销售 ...

4月24日公司发布的一季报数据显示，一季度公司共实现营业总收入23.07亿元，同比增长5.06%，实现 净利润0.76亿元，同比增长894.61%。（数据宝） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.07.03 | 9.92 | 17.88 | 39748.81 | | 2025.07.02 | 1.61 | 15.13 | -16368.34 | | 2025.07.01 | 9.98 | 7.72 | 36447.97 | | 2025.06.30 | 1.81 | 3.52 | -1667.98 | | 2025.06.27 | 0.91 | 2.65 | 994.11 | | 2025.06.26 | -0.90 | 2.29 | -105.04 | | 2025.06.25 | 0.45 | 2.11 | -374.60 | | 2025.06.24 | 0.92 | 2.06 | 44.71 | | 2025.06.23 | 0.92 | 2.05 | 1856.15 | | ...