成都沉浸式汉文化主题餐秀蜀宴赋的全国首店现场。 资料图片 "首发春熙"锦江经开区高成长企业科技产品首发活动现 场，市民正在参观体验。 锦江区融媒体中心供图 东郊记忆浪美术馆，极地生灵数字影像大展在成都首展。 资料图片 数据来源：成都市商务局 大型工业无人机、全植入式脑机接口微系统、高空焊接机器人……四川省成都市锦江区春熙路广 场，"首发春熙"锦江经开区高成长企业科技产品首发活动上，集中展示40余项前沿科技成果，吸引市 民、游客驻足，"零距离"感受科技魅力。 中办国办印发的《提振消费专项行动方案》提出，因地制宜推进首发经济，鼓励国内外优质商品和服务 品牌开设首店、举办首发首秀首展。首发经济成为各地竞相发力的新赛道，也是促进城市经济发展的重 要引擎。 2019年以来，成都落户海内外首店超4000家，连续6年保持增长。在成都市各大商圈，一场场首发活动 带来客流高峰，打卡首店、观赏首展、欣赏首秀……"赶首发"成为消费新潮流。 体验新、亮点多 首发活动快速"涨粉" 超清巨幕上，巨大的抹香鲸缓缓游过，鱼群跟随起舞。在成都东郊记忆园区浪美术馆，一场极地生灵数 字影像大展正在举办，这也是自然纪录片品牌"BBC地球"在成都的首 ...

Economic Performance - Chengdu achieved a GDP of 12,108.2 billion yuan in the first half of the year, with a year-on-year growth of 5.8% [1] - Fixed asset investment grew by 6.0%, while private investment, excluding real estate, surged by 13.2% [1] Business Environment Initiatives - Chengdu has implemented a "one-code inspection" system since February, covering approximately 400 million business entities and over 30,000 law enforcement personnel, enhancing regulatory efficiency and reducing burdens on enterprises [2] - The city has established 24 government-enterprise liaison groups and an online channel for business feedback, facilitating better communication between the government and enterprises [2] Financial Support for Enterprises - Chengdu has introduced financial products like Sci-Tech Loans and Talent Loans, providing over 50 billion yuan to more than 5,400 technology enterprises based on their operational data and credit scores [3] - The city conducts regular technology achievement matching activities, creating a one-stop service for innovation and market access [3] Innovation and Collaboration - Chengdu has fostered partnerships between enterprises and innovation platforms, exemplified by a collaboration between a technology company and a research team from the University of Science and Technology of China [3] - The city continues to explore new industries and improve its business environment through ongoing reforms and innovative practices [4]

中信证券股份有限公司 关于思看科技（杭州）股份有限公司 开展外汇衍生品交易业务的核查意见 中信证券股份有限公司（以下简称"中信证券"或"保荐人"）作为思看科 技（杭州）股份有限公司（以下简称"思看科技"或"公司"）首次公开发行股 票并在科创板上市及持续督导的保荐人，根据《证券发行上市保荐业务管理办法》 《上海证券交易所科创板股票上市规则》《上海证券交易所科创板上市公司自律 监管指引第 1 号—规范运作》等有关规定，对思看科技开展外汇衍生品交易业务 事项进行了审慎核查，具体情况如下： 一、交易情况概述 （一）交易目的 公司及控股子公司存在部分进出口业务涉及外汇结算，为减少外汇汇率波动 带来的风险，降低汇率波动对公司经营业绩的影响，增强公司财务稳健性，公司 拟适当开展外汇衍生品交易业务。公司及控股子公司开展的外汇衍生品交易品种 均为与基础业务密切相关的外汇衍生产品或组合，公司不会从事以投机和套利为 目的的衍生品交易。 （二）交易金额及期限 公司及控股子公司拟使用自有资金开展预计交易额度不超过 1,500 万美元 （或等值人民币）的外汇衍生品业务。上述交易额度自公司第二届董事会第一次 会议审议通过之日起 12 个月 ...

Group 1 - The event titled "East-West Talent Gathering and Technology Integration for Win-Win Cooperation" was held in Yinchuan, aiming to enhance technology cooperation between eastern and western regions of China [1] - A total of 10,493 technology achievements from both regions and 1,011 technology innovation demands from Ningxia were released, along with 1,044 urgent talent needs [1] - Six typical cases of East-West technology cooperation were showcased through video presentations, highlighting successful collaborations [1] Group 2 - Major technology cooperation agreements were signed between 10 local institutions, including Ningxia Dongfang Tantalum Industry Co., Ltd. and Ningxia University, and 10 external institutions [1] - Five financial institutions, including Industrial and Commercial Bank of China Ningxia Branch and Ningxia Bank, provided financing credit to five technology companies, including Ningxia Shared Group Co., Ltd. [1]

美元从5月以来高位回落。日本央行维持基准利率不变但上调通胀预期，日元跌破200日移动均线149.59。 科技巨头财报提振市场信心 微软和Meta发布强劲财报后，两家公司股价在盘后交易中大幅上涨。微软股价盘后涨超8%，Meta涨超11%，两家公司均承诺将大举投资人工智能领 域。 全球股市上涨，强劲财报表现缓解了投资者对企业盈利的担忧，为市场提供动力支撑。美元走软，在美联储主席暗示9月降息可能性下降后回吐前一日 涨幅。 美股盘前，微软涨近9%，第四财季净利润同比增长24%；Meta盘前上涨12%，其二季度净利润同比增长36%。高通因手机业务疲软跌4.7%，AMD涨3%，英伟达 涨2%，超微电脑涨超2%。Arm盘前下跌7.24%，第一财季净利润同比下降42%。 德国DAX30指数开盘上涨0.41%。英国富时100指数开盘上涨0.05%。法国CAC40指数开盘上涨0.32%。欧洲斯托克50指数开盘上涨0.29%。 美元现货指数变化不大。 日元跌破200日移动均线149.59，欧元上涨 0.3% 至 1.1441 美元。 10年期美国国债收益率下跌3个基点至4.34%。 比特币上涨 1.3% 至 118645.2 美元 ...

Core Insights - Guangzhou Development Zone has a total of 88 listed companies, accounting for one-third of the total number and market capitalization of listed companies in Guangzhou, ranking first in the city and among national economic development zones [1][2] - The zone has cultivated nearly 400 pre-listing enterprises and has 12 companies in the filing and review stages [1] - A modern financial investment and financing service system named "12345" has been established, which includes a policy system, two cultivation projects, three service mechanisms, four service carriers, and five activity brands [1][2] Financial Services and Support Mechanisms - The "12345" modern financial investment and financing service system aims to guide financial resources towards small and micro enterprises, technological innovation, and green development [2] - The two cultivation projects focus on pre-listing nurturing and post-listing high-quality development training to enhance corporate governance and leverage capital markets for growth [2] - Three service mechanisms include the establishment of a science and technology innovation fund, a risk compensation mechanism for inclusive loans, and an optimized enterprise financing credit enhancement mechanism [2] Investment in Biomedicine - Guangzhou High-tech Zone Investment Group has established over 20 specialized funds in biomedicine, with a total subscribed scale exceeding 250 billion, successfully investing in 101 quality biomedicine and health enterprises [3] - New funds are being set up, including a 30 million yuan fund for ophthalmology transformation and a 6 billion yuan fund focused on investment linkage and industrial finance integration [3] Comprehensive Service Solutions - Science City (Guangzhou) Investment Group provides a full-chain solution for urban construction and comprehensive operation services, covering approximately 5.7 million square meters of industrial space [3] - The group offers a comprehensive support plan for enterprises, including investment, financial services, and business application testing [3] Technology Financial Services - Guangzhou Development Zone Holding Group has built a "brokerage + financial services" full-chain service model to enhance technology financial services [4] - The company utilizes REITs and other capital operations to accelerate fund recovery, reinvesting in new park construction and attracting investments [4]

Core Insights - Apple is set to acquire F1's broadcasting rights in the U.S. for up to $150 million annually, a significant increase from ESPN's current $85 million deal, marking a rise of over 70% [1] - The existing F1 broadcasting rights held by ESPN will expire at the end of this year, with Apple emerging as the leading contender after negotiations with other media companies [1][3] - The success of Apple's film "F1: Drive to Survive," which grossed $600 million globally, has contributed to its decision to invest heavily in F1 rights [1][2] Group 1: F1's Market Evolution - F1's broadcasting rights in the U.S. have seen a dramatic increase in value, from $5 million per year in 2017 to the current bidding of $150 million, reflecting its growing popularity [5][7] - The initial low-cost strategy of giving away rights to ESPN was a tactical move to gain exposure, which has since paid off with increased viewership and sponsorship from U.S. companies [5][7] - The introduction of the Netflix documentary "Drive to Survive" in 2019 significantly boosted F1's profile in the U.S., leading to a 66% increase in American sponsors from 2020 to 2022 [5][7] Group 2: Apple's Strategic Positioning - Apple's aggressive bid for F1 rights aligns with its broader strategy to integrate sports content into its ecosystem, leveraging its film production capabilities to enhance F1's visibility [8][10] - Unlike traditional media companies like ESPN, Apple views sports rights as a means to create a comprehensive content ecosystem rather than just a broadcasting opportunity [10][11] - The shift in ESPN's strategy reflects a broader trend of reallocating resources towards more established sports, as it faces challenges in the traditional cable model [11][13] Group 3: Potential Challenges and Opportunities - Concerns exist regarding Apple's ability to maintain F1's growth trajectory, especially if it adopts a closed distribution model similar to its MLS strategy, which limited exposure [14][20] - The future of F1 TV, a direct-to-consumer product under Liberty Media, remains uncertain, as it competes with Apple's ecosystem [20][22] - However, Apple's technological capabilities could enhance the viewing experience for F1, potentially leading to a cultural upgrade for the sport [22][23]

Core Insights - The Chinese banking industry is at a turning point with the emergence of AI technology, particularly AI Agents, which are set to revolutionize core banking functions such as credit and risk management by significantly enhancing productivity and efficiency [1][3][21] - AI Agents, built on large AI models, can autonomously perform tasks, assist in decision-making, and provide personalized financial services, thereby reducing manual intervention and operational costs [1][3][4] Group 1: AI Agent Implementation and Value - AI Agents are becoming a core focus for banks, with significant investments being made to develop and implement these technologies [4][6] - The core values of AI Agents include improving efficiency through end-to-end automation, enhancing decision-making capabilities, and providing personalized customer experiences [3][21] - Major banks like ICBC and Agricultural Bank of China are leading in financial technology investments, with ICBC planning to spend approximately 28.518 billion yuan in 2024 [6][8] Group 2: Bank-Specific Developments - Agricultural Bank of China has introduced the "Mosu Loan Scoring Card" AI Agent, which can generate credit reports in 30 seconds, significantly speeding up the due diligence process [8] - Postal Savings Bank is rapidly advancing its AI capabilities, achieving over 87.5% automation in alarm troubleshooting through its AI Agents [9] - Other banks, including China Merchants Bank and Ping An Bank, are also developing their own AI Agents to enhance data analysis and customer service [11][12] Group 3: Technology Partnerships - Banks are increasingly collaborating with technology companies to bridge the technological gap and enhance their AI capabilities [13][20] - Major tech players like Baidu, Alibaba, and Tencent are providing comprehensive AI solutions and infrastructure, which are crucial for the successful implementation of AI Agents in banking [14][15] - The partnership between banks and tech companies is essential for unlocking the potential of AI in the financial sector, especially for smaller banks [13][20] Group 4: Challenges and Future Outlook - Despite the rapid development of AI Agents, many banks are still focused on non-core applications, indicating a gap between potential and actual implementation [21][22] - The banking sector requires high accuracy and reliability from AI systems, which currently face challenges such as a 95% accuracy rate in leading financial models [23][24] - The transition to AI-driven banking is a long-term process that necessitates a solid AI strategy and collaboration between banks and technology providers to achieve significant ROI [30][31]

Market Overview - The Hong Kong stock market experienced a decline, with the Hang Seng Index closing at 23,831 points, down 145 points or 0.61% [1] - The market turnover decreased to 82.799 billion HKD, with net inflows from the Stock Connect totaling 484 million HKD [1][5] - The US stock market showed mixed results, with the S&P 500 index closing at 6,362 points, down 7 points or 0.1% [2] Industry Insights - The report highlights the current advantages of the Hong Kong stock market, including low valuations and increasing trading activity under the "profit-making effect," suggesting a positive medium to long-term outlook [3] - The report emphasizes the continued investment value in Hong Kong stocks, particularly in sectors such as artificial intelligence, robotics, semiconductors, and industrial software [3] - The healthcare sector, particularly innovative pharmaceuticals and traditional Chinese medicine, is also recommended for attention due to policy support [3] Company Performance - Notable declines were observed in the electric vehicle sector, with Li Auto dropping nearly 13% and BYD falling close to 6% [1] - In the healthcare sector, companies like 3SBio and Hengrui Medicine saw declines of nearly 5% and over 3%, respectively [1] - The report suggests focusing on companies like Giant Legend and DMG Entertainment, which are positioned well within the cultural industry, as they reported significant revenue growth [9]

Group 1 - Aikang Guobin responded to a health check incident, stating that the patient had been informed of the possibility of cancer and has filed a lawsuit against the lawyer involved [3][4][5] - The company emphasized that the health check package provided to the patient was a basic welfare package and that no additional services were purchased in the last ten years, except for 2017 [3] - Aikang Guobin's CEO clarified that previous comments regarding the limitations of health checks were misinterpreted by the media, which harmed the company's reputation [4][5] Group 2 - Ideal Auto released its first pure electric SUV, the Ideal i8, showcasing crash test results that demonstrated the vehicle's safety features [6][8] - The Ideal i8 was tested against a heavy truck, and the results indicated that the vehicle maintained structural integrity during the collision [6] - The heavy truck manufacturer, Chenglong, responded to the test video, claiming that the test was misleading and that legal action is being pursued [8] Group 3 - Malaysian billionaire Robert Kuok's daughter, Kuok Hui Kwong, will take on the role of CEO at Shangri-La Asia starting August 1, 2025, aiming to unify leadership and enhance strategic collaboration [9] - Kuok Hui Kwong has been with Shangri-La Asia since 2016 and has been leading the family's luxury hotel business since 2017 [9] Group 4 - Lantu Auto completed the acquisition of the Wuhan Yunfeng factory for 723 million yuan, which has an annual production capacity of 150,000 vehicles [19] - The factory is set to produce the first batch of Lantu Zhiyin vehicles by September 2024 [19] Group 5 - JD.com led a nearly 200 million yuan angel round investment in RoboScience, a robotics company, indicating a growing interest in the robotics sector [22] - Palo Alto Networks announced plans to acquire CyberArk for approximately 25 billion dollars, enhancing its position in the identity security market [22] Group 6 - Groq, an AI chip startup, is reportedly close to completing a new funding round that could double its valuation to 6 billion dollars [23] - Oracle founder Larry Ellison's son received approval for an 8 billion dollar acquisition of Paramount Global, indicating significant activity in the media sector [23] Group 7 - Lenovo announced the launch of the Moto Razr 60 Ice Diamond Limited Edition smartphone, which is touted as the world's first jewelry-style foldable phone [29][30] - The smartphone is set to be released on August 7, 2023, showcasing a blend of aesthetics and AI technology [29][30]