Q2业绩超预期 达美航空涨超13% 智通财经7月10日电，达美航空(DAL.US)周四股价走高，截至发稿，该股涨超13%，报57.58美元。消息 面上，该公司预计全年调整后每股收益为5.25至6.25美元，指引区间中位数超过分析师平均预期的5.35 美元。达美航空是首家报告季度业绩的美国主要航空公司，为行业后续表现注入信心。达美航空同时还 公布了第二季度业绩。调整后每股收益2.10美元，超过分析师平均预期的2.07美元。季度收入与去年同 期持平。 受此消息提振，航空、邮轮股普遍走高。美国航空(AAL.US)涨超12%，联合大陆航空(UAL.US)涨超 11%，捷蓝航空(JBLU.US)涨超10%，西南航空(LUV.US)涨近6%。嘉年华邮轮(CCL.US)涨超1%，挪威 邮轮(NCLH.US)涨超3.5%，皇家加勒比邮轮(RCL.US)涨0.68%。 ...

央视网消息：2025年是"十四五"收官之年，一项项新突破、新变化在5年间竞相迸发。 "十四五"期间，中国经济总量连续跨越110万亿、120万亿、130万亿三大台阶，2025年预计可以达到140万亿左右。光是5年经济增量，预计就 将超过35万亿元。这个增量到底有多大？它不仅超越了整个长三角地区一年的经济产出，甚至超过了全球经济排名第三国家的体量。 实体经济根基越筑越牢。"十四五"期间，我国每年的制造业增加值都保持在30万亿元以上，连续15年蝉联全球制造业头把交椅。 在工业品领域，我们拥有超过220项产量世界第一的纪录，一批"首个""首次"新成就陆续解锁。国产大邮轮"爱达·魔都号"下水、国产大飞机 C919 商业飞行、"嫦娥六号"月球背面采样……中国不能造的越来越少、能造的越来越好。 增长"成色"显著提升。新产业、新业态、新商业模式加速落地。2024年，"三新"经济增加值已突破24万亿元，相当于北京、上海、广东地区生 产总值的总和。中国经济向"新"而行，正在为下一个5年积蓄澎湃动能。 102项重大工程预计年底前完成规划目标 在7月9日的发布会上，国家发展改革有关负责人表示，经过四年多扎实推进，"十四五"规划的10 ...

Group 1 - The article emphasizes the importance of selecting majors based on industry demand and future career prospects rather than solely on academic scores [1][2] - It highlights the trend of professional differentiation in higher education, where traditional popular majors face saturation while emerging fields aligned with new industries gain prominence [1][3] Group 2 - The article discusses the significance of identifying industries in an upward trajectory and choosing corresponding majors to establish a solid foundation for future career development [3][5] - It uses the example of China's "dual carbon" policy, which aims for carbon peak by 2030 and carbon neutrality by 2060, to illustrate how industries related to carbon management are experiencing unprecedented growth opportunities [5][6] Group 3 - The demand for talent in the renewable energy sector is highlighted, with a reported 52% growth rate in carbon emission management positions from 2022 to 2023, indicating a strong need for skilled professionals in this area [6][8] - The article notes that the current talent structure in the carbon management field is imbalanced, with a significant demand for mid-level professionals (3-6 years of experience) and a lack of practical experience among job seekers [6][8] Group 4 - The article mentions the introduction of 29 new undergraduate majors in response to national strategies, technological advancements, and market needs, including fields like carbon neutrality science and international cruise management [9][11] - It points out the rapid growth of the cruise industry in China, with projections indicating a need for 100,000 to 300,000 professionals in cruise operations by 2030 due to increasing passenger volumes [11][14] Group 5 - The article discusses the dual nature of the job market in artificial intelligence, where there is a high demand for AI-related positions but also a significant gap in qualified candidates, particularly in specialized areas like AI ethics [17][20] - It highlights the emergence of new roles such as AI trainers and consultants, as well as the growing importance of ethical considerations in AI development, which are becoming critical in both domestic and international contexts [20][22]

文/锦坤品牌营销专家团 在上海这座东方明珠的璀璨光芒下，每个区域都曾共享着"上海"这个共同的品牌。 作者 石章强 宝山能否打出超越上海湾区、东方美谷、大零号湾的超级品牌IP？奉贤有东方美谷、金山有上海湾区、 闵行有大零号湾，这些知名的上海城市品牌IP引爆的背后逻辑究竟是什么？同为上海南北转型和全球科 创中心主阵地的宝山，却迟迟没有动静，宝山究竟该出啥牌？ 金山上海湾区，闵行大零号湾，奉贤东方美谷，宝山该出啥牌？ 然而，随着时代的车轮滚滚向前，城市竞争日趋激烈，各区域开始意识到，仅有"上海"这一金字招牌已 不足以支撑长远发展。它们需要打造属于自己的独特品牌，以彰显各自的特色和优势，从而在全球化的 大潮中占据一席之地。 金山、闵行、奉贤，这些区域正通过各自的努力，探索着品牌建设的新路径。金山在转型中挖掘潜力， 闵行以双核战略推动科技创新，奉贤则借助东方美谷重塑形象。 它们的故事，不仅是城市发展的缩影，更是品牌力量的生动体现。 上海南北转型的"两山"中，金山如何找到"金子"？ 金山区作为上海的西南门户，拥有丰富的自然资源和深厚的历史文化底蕴。金山区是上海最早成陆、最 早有先民生息、最早有行政建置的地区。虽然，这些历 ...

Core Insights - The cruise industry in Tianjin is experiencing a significant resurgence, with over 80 cruise ships and more than 150,000 passengers recorded in 2025's first half, indicating a robust recovery trend [1][2] Group 1: Cruise Operations - Tianjin's cruise port has seen a total of approximately 80 inbound and outbound cruise ships this year, with over 150,000 travelers, including nearly 10,000 foreign tourists, marking a 7% year-on-year increase [1] - The implementation of a 240-hour visa-free transit policy has allowed 13% of foreign travelers to benefit from enhanced entry convenience [1] Group 2: Passenger Traffic - The peak travel day during the May Day holiday saw over 15,000 passengers, setting a new record since the resumption of cruise operations [1] - The "Aida Mediterranean" cruise ship recently docked in Tianjin with nearly 2,000 passengers and later departed with around 2,600 passengers for a 6-day journey to South Korea and Japan [1] Group 3: Border Control and Services - The East Jiang Border Inspection Station has established a "green channel" for emergency assistance, handling over 10 urgent cases and providing one-on-one fast-track services for special needs travelers more than 20 times [2] - The station aims to continuously enhance the customs experience while ensuring national security, contributing to the high-quality development of the cruise industry [2]

Core Viewpoint - Shanghai is enhancing its international cruise supply chain for pharmaceuticals and medical devices to facilitate cross-border trade and meet the needs of international cruise ships docking at Shanghai port [1] Group 1: Policy Measures - The Shanghai Municipal Commission of Commerce, along with ten departments and units, has issued measures to promote the facilitation of cross-border trade by 2025 [1] - The measures include updating the supply list of pharmaceuticals and medical devices for international cruise ships based on actual needs [1] - Customs will assign special customs codes for the listed pharmaceuticals and medical devices, streamlining regulatory procedures [1]

Core Viewpoint - The Tianjin International Cruise Homeport is experiencing a significant decline in activity and attractiveness compared to other domestic ports, particularly in the context of the upcoming summer season [1][5]. Group 1: Current Situation of Tianjin Cruise Homeport - The cruise schedule for Tianjin shows a lack of foreign cruise ships, with only two domestic vessels, the Mediterranean and Dream, operating during the peak season [3][4]. - In 2024, the Mediterranean will have 43 voyages in Tianjin, but this number will drastically drop to 16 in 2025, indicating a sharp decline in interest from cruise companies [5][6]. - The absence of international cruise lines like MSC and Royal Caribbean from Tianjin has been noted, reflecting a broader trend of retreat from the port [5][8]. Group 2: Market Dynamics and Challenges - The post-pandemic market has seen a shift in consumer behavior, with many potential travelers from Beijing lacking passports, which limits their ability to choose cruise travel [11][14]. - The geographical disadvantages of Tianjin, such as longer travel times to destinations compared to southern ports, further hinder its competitiveness [20][22]. - The cruise industry is increasingly focused on profitability, and Tianjin's offerings are perceived as less attractive compared to emerging ports like Guangzhou and Shenzhen [25][26]. Group 3: Competitive Landscape - Southern ports like Guangzhou and Shenzhen are rapidly developing, with strategic investments and better access to consumer markets, making them more appealing for cruise operations [27][30]. - The rise of new regional stars like Qingdao and Xiamen, which offer shorter travel times and rich tourism resources, poses additional competition for Tianjin [33][34]. - The concept of "middle-income trap" is applied to Tianjin, indicating that while it has resources and policies, it lacks a distinct competitive edge in the cruise market [24][26]. Group 4: Future Prospects and Recommendations - To regain its status, Tianjin should pivot from aiming to be the second-largest cruise homeport to becoming a unique cruise and destination hub for the Beijing-Tianjin-Hebei region [36][37]. - Initiatives such as enhancing incentives for international cruise lines and developing domestic cruise routes could provide new opportunities for growth [35][36]. - The recent launch of the "One Ticket to Explore Dongjiang" plan indicates that Tianjin is not giving up and is seeking innovative strategies to attract visitors [36][38].

本报评论员 洪晓文 6月26日上午，广东全省海洋经济工作会议在广州召开，对推动广东海洋经济高质量发展进行全面研究 部署。会议强调，广东要在推进中国式现代化建设中走在前列，更要发挥海的优势、挖掘海的潜力，做 好发展海洋经济这篇大文章。要牢牢把握历史方位，深刻认识面向海洋的国际竞逐日趋激烈，必须向强 而立、赢得胜利。 近年来，一方面，伴随着陆地资源的快速消耗、逐渐减少，以及环境问题的增加，将人类的生产、生活 空间向海洋延伸，几乎已成为共识。另一方面，全球新一轮科技革命与产业变革加速演进，新知识新技 术的应用为更深度地开发海洋提供了现实可能。因此，探索海洋科学、开发海洋资源、拓展海洋活动场 景、推动陆地产业"下海"，寻求发展增量，成为了全球沿海国家和地区心照不宣的共同行动。 中国作为世界第二大经济体和海洋大国，有条件也有必要在全球新一轮围绕海洋开发的竞逐中占据主 动。作为全国海洋经济第一大省，大陆海岸线长达4084.5公里的广东，拥有着近2000座海岛，海洋资源 优势得天独厚，再叠加经济发展总量规模大，既有通江达海的外贸基础，又有扎实的制造业先发优势， 能上天入地，更能下海"掘金"，是中国向海洋强国迈进的重要部分。 ...

观察者网消息，为了增加旅游收入，解决当地过度旅游带来的问题，越来越多的旅游目的地开始对邮轮乘 客征税。 综合国际旅游媒体《旅游周报》、《福布斯》杂志等多家外媒的消息，2025年以来，美国夏威夷、墨西 哥、美国阿拉斯加的斯卡圭都已敲定对停靠其港口的邮轮征收新税。 视觉中国图 以墨西哥为例，据美联社、美国福克斯新闻网报道，自2025年7月1日起，每位邮轮乘客将被征收42美元 （约合人民币301元）的税费。 自2025年起，邮轮乘客在夏季旅游高峰期访问希腊的圣托里尼岛和米克诺斯岛将收取20欧元（约合165元 人民币）的税。 美国夏威夷计划自2026年1月起将酒店及短租住宿税从9.25%提升至11%，该税率上调同样适用于邮轮游 客。该法案（第1396号参议院法案）于2025年4月25日在州参议院获得全票通过，随后于5月2日在众议院 也以压倒性多数获得通过。预计夏威夷州长乔希·格林将在近期签署法案，使其正式生效。 然而，上述国家和旅游目的地的相关举措，引发了旅游业的强烈反应。 据美联社报道，墨西哥航运代理协会表示，每人42美元的税收让墨西哥的邮轮旅游费用比加勒比海港口的 平均价格高出213%，这将使墨西哥的停靠港跻身全 ...

当千年国粹京剧邂逅碧海蓝天的邮轮之旅，当水袖丹青碰撞浪花琴音，一场特别的"海上京剧之旅"即将启航！国产大型邮轮爱达·魔都号近日对外发布 了"国粹京剧，扬帆出海"2025秋冬主题航季，国家京剧院携经典剧目《霸王别姬》《贵妃醉酒》等将登船，与宾客共赴一场传统文化与现代旅行的跨界碰 撞。那么，京剧艺术到底该如何融入邮轮体验？当京剧走出传统剧场，在公海上唱响，它的"唱念做打"能否赢得国际宾客的掌声？当邮轮成为文化使者，国 粹能否借海风飘向更远的世界？ 今年的9月至12月间，爱达·魔都号将推出"国粹京剧·扬帆出海"主题航季，打造一系列沉浸式的京剧主题活动及体验，为国内外宾客带来一场沉浸式的戏 曲盛宴。 爱达邮轮业务发展总监国佳：我们将在2025年的9月27日、10月1日、10月8日以及11月的15日、19日和23日6个航次上，带着国家京剧院的演员和名家们 到邮轮上，那么宾客可以在爱达魔都号上体验传统的经典折子戏演出，比如说《霸王别姬》、《贵妃醉酒》、《闹天宫》等等以及一些名段的快闪演出，比 如说《战马超》《昭君出塞》。 为了让国粹京剧打破传统的舞台边界，既出海又出彩。除了演出外，邮轮上还将为宾客带来京剧主题文化讲座，通 ...