Core Viewpoint - The Chinese Ministry of Commerce emphasizes the importance of mutual respect, peaceful coexistence, and win-win cooperation in promoting healthy and stable development of China-U.S. economic and trade relations [1]. Group 1 - The Ministry of Commerce held a routine press conference on July 3, where a reporter inquired about the U.S. President's plans to visit China with a business delegation [1]. - The spokesperson, He Yongqian, stated that there was no additional information available but reiterated China's consistent and clear stance on the matter [1]. - The Chinese side hopes that the U.S. will work towards mutual understanding and cooperation under the strategic guidance of the two heads of state [1].

Company Overview - Shattuck Labs is a clinical-stage biotechnology company focused on bi-functional fusion proteins [10] - The company has $114.6 million in cash and cash equivalents and investments as of March 31, 2024, expected to fund operations into 2026 [10] SL-172154 Clinical Trials (AML/HR-MDS) - In a Phase 1A/B trial, 14 frontline TP53m AML patients were enrolled [77] - In the same trial, 22 frontline HR-MDS patients were enrolled [77] - In TP53m AML patients, 3 out of 11 evaluable patients achieved a CR/CRi [54] - In HR-MDS patients, 9 out of 14 evaluable patients achieved a CR/mCR [70] - 81% of HR-MDS patients in the trial had TP53 mutation or deletion [65] SL-172154 Clinical Trials (PROC) - Enrollment was completed in Q4'23 in the Phase 1B dose expansion cohort for PROC [110] - Initial data showed a 27% Objective Response Rate (ORR) for SL-172154 in combination with PLD [110] - 50% of PROC patients had received one prior line of systemic therapy, and 50% had received two or more [106]

Group 1 - The ADP data for June shows a surprising decrease in private sector employment by 33,000 jobs, marking the first negative reading in over two years, contrary to economists' expectations of a 100,000 job increase [1] - The Department of Government Efficiency (DOGE) is expected to cut 288,628 federal government positions within the year, contributing to a slowdown in the labor market at a critical time [1] - Job vacancies in government sectors have decreased by 5% from January to April, while the application rate remains stagnant at 2014 levels, indicating a challenging environment for job seekers [3] Group 2 - There has been a 150% increase in job applications from government employees, particularly in data analysis, marketing, and software development roles, as they seek new opportunities amid fears of layoffs [3] - The search volume for positions such as "policy analyst" and "contract specialist" has surged, with a tenfold increase in searches for "policy analyst" roles among federal employees [3] - The labor market is expected to show complex dynamics, with a total of over 2.47 million layoffs in the second quarter, the highest since the second quarter of 2020, despite a 49% decrease in layoffs from May to June [5] Group 3 - The upcoming non-farm payroll report is anticipated to show only 115,000 new jobs added in June, which would represent the slowest job growth in the first half of the year since the financial crisis, with an expected slight increase in the unemployment rate to 4.3% [4] - The demand for white-collar jobs is significantly higher than for skilled labor jobs, posing a challenge for job seekers entering the labor market [6] - The tech sector is facing hiring difficulties due to sustained high interest rates, which hinder the growth of debt-dependent tech companies, particularly startups, leading to a reduction in hiring [6]

《中国民航报》、中国民航网 记者张人尹 通讯员古丽妮尕尔、姚梦清 报道：暑运伊始，奇台江布拉克 机场迎来"高光时刻"。7月2日，奇台江布拉克机场单日旅客吞吐量突破1300人，首次突破千人关口，创 下运营以来历史新高，标志着奇台航空枢纽建设迈入全新阶段。 7月2日，随着两条新航线的叠加效应，奇台江布拉克机场单日旅客吞吐量首次突破1300人次，刷新了此 前953人次的纪录（2025年2月28日创下），充分证明了新航线巨大的市场潜力和旅客需求。奇台江布拉 克机场作为服务当地及周边地区的重要航空门户，此航线的开通极大便利了奇台县及周边地区居民前往 西安、长沙、银川、北京四城乃至通过中转网络通达全国其他城市的出行需求。同时，也为游客领略江 布拉克草原的壮美风光、体验奇台独特的自然与人文魅力提供了更加高效、舒适的交通选择。 此外，为应对客流高峰，奇台机场提前部署，优化值机、行李托运等服务流程，增派现场引导人员，并 强化安全保障措施。机场值机柜台、安检通道及候机区客流如织，其中既有暑期家庭出游的游客，也有 商务往来和探亲旅客，旅客构成多元化。 此次"一日双航+客流破千"的双重突破，是奇台江布拉克机场发展历程中的重要里程碑。 ...

Company Overview - Precision Optics (POCI) is a vertically integrated optics company focused on micro-optics and imaging technologies for the healthcare and defense/aerospace industries[7] - The company's business model involves close collaboration with medical device and defense companies from the early design stages through manufacturing[13, 14] - The company has launched Unity CMOS Imaging Platform to drive growth in development pipeline[11] Financial Performance - The company's revenue has grown from $3.9 million in 2016 to $19.1 million in 2024[51] - The company's gross margin was 30.3% in 2024[54] - The company's adjusted EBITDA was -$1.55 million in 2024[57] Recent Orders and Backlog - The company announced a $9 million production order in May 2024 for a single-use cystoscopy program[47] - The company has minimum purchase commitments of nearly $4 million per year through calendar year 2026 for a top tier aerospace program[47] - The company's current customer program backlog is $6.6 million, expected to be delivered over the next 12 months (as of April 2025)[47] Growth Strategy - The company aims to continue and expand production lines for record backlog, especially for two recent large programs[48] - The company intends to advance pipeline projects to commercialization and expand the pipeline with new development programs leveraging the Unity Platform[48]

市场怀疑论者仅关注受巨额投资拖累的表面盈利，便断言英特尔是价值陷阱。但深入分析就会发现，这 家企业正在以远低于重置成本的折扣进行彻底转型。相比于英伟达、AMD等芯片巨头的估值，当前英 特尔的1.8倍市销率(PS)以及约16倍的EV/EBITDA估值，加之不到20倍的预期PE估值，整体估值堪称"低 到离谱"。对于市场观察人士而言，最核心的问题不在于英特尔是否应享有接近英伟达(NVDA.US)或 AMD(AMD.US)的PS或者PE估值倍数，而在于当前估值差距是否会在最先进的晶圆代工业务、AI PC和 数据中心加速器业务规模扩大后得到修正。 核心论点 智通财经APP获悉，英特尔(INTC.US)正从长期低迷转向实质性复兴，而市场尚未充分认识到这一转 变。尽管这家芯片巨头正在实施从晶圆制造到边缘AI PC的多年重组计划，其股价仍仅略高于账面价 值，市盈率也远低于同行，但最新一季度财报显示，其核心业务趋于稳定，现金流重回正值，这对资本 密集型转型至关重要。随着制造路线图的重新规划、专为AI周期打造的新一代芯片，以及前所未有的 政府补贴，英特尔正同时把握多个长期增长机遇。 英特尔的复兴取决于全面转型而非局部调整。管理层 ...

转自：中国质量报 □ 本报记者 朱文达 草原上飘来麦芽的香气，穿着蒙古袍的姑娘小伙载歌载舞，悠扬的"祝酒歌"声成了碰杯的最佳伴奏……6月28日，以"欢聚青城，干杯世界"为主题的第二届呼和浩特青岛啤酒音乐节在内蒙古自治 音乐节上，青岛啤酒股份有限公司（以下简称"青岛啤酒"）的经典、纯生、白啤、原浆、水晶纯生、一世传奇、百年之旅、黑啤、IPA、奥古特、生啤等多种特色啤酒齐齐亮相。开幕式现场，从 "青岛啤酒的产品类别很多，多款产品给我留下了深刻印象。"呼和浩特市市民李先生和家人"组团"打卡音乐节，他表示最喜欢青岛啤酒的原浆产品，家人喜欢喝水晶纯生。 "青岛啤酒和内蒙古的羊肉串是绝配。""青岛啤酒味道很好、口味很多。""希望可以多多举办这样的活动。"市民游客们围坐在一起，大口喝着冰爽的青岛啤酒，大口吃着焦香的烤羊肉串。 开幕式现场，一座融合尖端声光电技术的巨型舞台为活动参与者带来强大的感官冲击。市民宋女士说："现场气氛特别好。"绚彩光影与精彩表演的交相辉映，市民们随着动感十足的音乐节奏欢呼 据了解，本届音乐节的举办地是被评为呼和浩特八景之一、占地面积2.2万平方米的"广场华灯"。在这里，570平方米的打卡气模，600 ...

商务部新闻发言人何咏前：美国对全球贸易伙伴加征所谓"对等关税"是典型的单边霸凌做法，中方 一直坚决反对。中方注意到相关情况，正在开展评估。中方的立场是一贯的，我们乐见各方通过平 等磋商解决与美方经贸分歧，但坚决反对任何一方以牺牲中方利益为手段达成交易。如果出现这样 的情况，中方将坚决予以反制，维护自身正当权益。 据日月谭天，7月3日下午，商务部召开例行新闻发布会，有记者就美国与越南达成贸易协议一事提 问。 ...

证券代码：300520 证券简称：科大国创 科大国创软件股份有限公司 投资者关系活动记录表 编号：20250702 投资者关系 活动类别 ☑特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 ☑现场参观 其他 （请文字说明其他活动内容） 参与单位名 称及人员姓 名 国泰海通证券、中信资管、新华基金、长安基金、惠升基金、明 达资本 时间 2025 年 7 月 2 日 10:00-11:30 地点 现场调研 上市公司接 待人员姓名 董事会秘书：杨涛先生 证券事务代表：赵淑君女士 投资者关系 活动主要内 容介绍 参观公司展厅 互动交流的主要内容 1、公司今年上半年的经营情况如何？行业景气度如何？展望 全年怎么样？ 答：公司始终坚持以软件为核心的 AI+应用，把大数据、人 工智能、高可信软件等前沿技术与运营商、能源、交通、政务、 新能源、物流科技等行业场景进行融合应用。今年以来，随着国 家人工智能、数据要素等各项政策出台和人工智能应用需求持续 高涨，行业景气度整体较好，公司也加强市场开拓，强化经营管 控力度，进一步提升业务质量，各项业务经营发展整体保持稳健， 公司经营团队也会努力实现全年经 ...

证券代码：002463 证券简称：沪电股份 沪士电子股份有限公司 投资者活动记录表 编号：2025-0703-020 | 投资者关系 | 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 | | --- | --- | | 活动类别 | □新闻发布会 □路演活动 □现场参观 □电话会议 其他：网络会议 | | 活动参与人员 | 中银基金、兴全基金、运舟资本、汇丰、海富通、源乐晟、东证资管、平安 | | | 基金、东吴证券、鹏华基金、景林资产、宁波量利、敦和资产、华峰资管 | | | （本次会议采取网络会议形式，参会者均未签署书面调研承诺函。但在交流 | | | 活动中，我公司严格遵守相关规定，保证信息披 露真实、准确、及时、公 | | | 平，没有发生未公开重大信息泄露等情况。下文会议纪要中的内容不代表公 | | | 司对未来的盈利预测和业绩指引，请投资者注意投资风险并谨慎投资。） | | 时间 | 2025 年 7 月 3 日 11:00-11:40 | | 地点 | 公司会议室 | | 形式 | 网络会议 | | 公司接待 | 钱元君、王术梅 | | 人员姓名 | | | | 1、公司整体经营策略 ...