一股"神秘力量" 正悄悄地改变楼市的格局！ 上周五，上海举行了今年第六批次土拍，其中，浦东、虹口地块均触发中止价，徐汇地块更是以超20万 元的楼面单价，刷新了上海乃至全国涉宅用地成交楼面价。 无独有偶，在房企们争相竞逐上海核心地块的前几天，深圳前海桂湾的宅地土拍上，12家房企及联合体 同台竞价，最终超8.4万元的楼面成交单价，同样一举刷新深圳近十年来单价纪录。 土拍市场的火热，本质上是资本对优质资源的追逐，也是对未来城市价值格局的投票。 而对购房者来说，怎么才能踩准楼市的节拍？ 核心地段的价值锚点，早就藏在这硝烟味十足的土拍里了。 土拍后，前海价值再次被重估 当购房者还沉浸在楼市调整期的纠结中时，开发商已经用真金白银果断出手了！ 在上海，徐汇区的衡复地块经过28轮竞价，被上海祺祥旺宇置业有限公司以12.25亿元的价格收入囊 中。该地块成交楼面价20万元/平方米，溢价率22.38%。 或许正清晰地指向三个方向 01 在深圳，前海桂湾的宅地以21.55亿成交，溢价率高达86.1%。该溢价率不仅创造了2025年最高溢价率纪 录，更创下深圳2024年取消15%溢价上限后的新高，楼面价更一举刷新了深圳住宅用地楼面价的历 ...

Market Overview - The US stock market experienced a collective decline due to uncertainties surrounding trade issues and the Federal Reserve's interest rate decision, with the Dow Jones down 0.46% at 44,632.99 points, S&P 500 down 0.30% at 6,370.86 points, and Nasdaq down 0.38% at 21,098.29 points [1] - Investor focus has shifted from concerns about deep recession and uncontrolled inflation to identifying industry winners and losers amid tariffs and new trade agreements [1] Technology Sector Performance - Major tech stocks mostly declined, with Apple down 1.30%, Nvidia down 0.70%, Amazon down 0.76%, and Meta down 2.46%, resulting in a loss of nearly 320 billion RMB in market value for Meta [2][3] - Alphabet (Google) was an exception, rising 1.65% [2] Chinese Stocks Performance - The Nasdaq Golden Dragon China Index fell 1.35%, with Alibaba down 2.28%, JD down 3.01%, and NIO down 2.48% [2] Company News - JPMorgan is nearing an agreement to take over Apple Card from Goldman Sachs, indicating a deepening partnership between the largest US bank and the tech giant [4] - Novo Nordisk's stock plummeted nearly 22% after the company lowered its full-year guidance due to weak growth expectations for its weight loss drug Wegovy in the US market [4] Microsoft and OpenAI - Microsoft is negotiating with OpenAI to continue using its technology after achieving general artificial intelligence (AGI), aiming to clear obstacles for OpenAI's commercialization [5] Federal Reserve and Economic Indicators - The market is closely watching the upcoming Federal Reserve interest rate decision, with expectations that the Fed will maintain the benchmark rate between 4.25% and 4.5% [7] - Analysts predict the Fed may lower rates twice between September and December, depending on the performance of non-farm payroll and CPI data from July and August [7] Commodity Market Activity - International gold prices rebounded, with COMEX gold futures and London spot prices rising by 0.46% and 0.36% respectively [7] - International oil prices surged, with NYMEX crude futures rising nearly 4% to over $69 per barrel, partly due to Trump's announcement of a trade agreement with the EU [7]

Group 1: US-China Trade Talks - The US-China trade talks were held in Stockholm, where both sides agreed to extend the suspension of the US's 24% reciprocal tariffs and China's countermeasures for an additional 90 days [2] Group 2: State-Owned Enterprises Performance - In the first half of 2025, state-owned enterprises in China reported total operating revenue of 4,074.96 billion yuan, a year-on-year decrease of 0.2% [2] - The total profit of state-owned enterprises for the same period was 218.253 billion yuan, down 3.1% year-on-year [2] - The tax and fee payments by state-owned enterprises amounted to 300.264 billion yuan, a decline of 0.8% year-on-year [2] - By the end of June, the asset-liability ratio of state-owned enterprises was 65.2%, an increase of 0.3 percentage points year-on-year [2] Group 3: Market Developments - The Hong Kong Stock Exchange reported an average daily trading volume of 240.2 billion HKD in the first half of 2025, a year-on-year increase of 118% [2] - Under the Shanghai-Hong Kong Stock Connect mechanism, the average daily trading volume of Hong Kong stocks was 110.96 billion HKD, up 195% year-on-year [2] - As of the end of June 2025, the market capitalization of Hong Kong was 42.7 trillion HKD, reflecting a year-on-year growth of 33% [2] Group 4: Corporate Announcements - China CRRC signed several major contracts worth approximately 32.92 billion yuan recently [7] - Changchun High-tech's overseas subsidiary received approval for a drug in the US [7] - Daoshi Technology signed a strategic cooperation agreement related to humanoid robots [7] - Shijia Photon reported a net profit increase of 1712% year-on-year to 217 million yuan for the first half of 2025 [7]

Group 1 - The Hong Kong Stablecoin Regulation, effective from August 1, marks the world's first comprehensive regulatory framework for fiat-backed stablecoins [1] - Under the regulation, any entity issuing fiat-backed stablecoins or stablecoins pegged to the Hong Kong dollar must obtain a license from the Hong Kong Monetary Authority, and only licensed institutions can sell stablecoins to retail investors [1] - The regulation aims to establish an offshore RMB cross-border payment system, with Real World Assets (RWA) as a key tool to enhance liquidity and reduce transaction costs in traditional finance [1] - The settlement cycle for tokenized government bonds in Hong Kong has been reduced from T+2 to seconds, improving efficiency by 90% [1] - Boston Consulting Group predicts that the global RWA market will reach $16 trillion by 2030, with an extreme optimistic scenario of up to $68 trillion [1] - As the regulatory framework matures, quantum communication is expected to become an essential technological support for the stablecoin ecosystem [1] - Major traditional banks like HSBC and Citibank are positioning themselves through subsidiaries or joint ventures following the implementation of the stablecoin regulation, while leading fintech companies like Ant International are expected to accelerate their entry into the market [1] Group 2 - Tianyang Technology has launched a "Unified Payment Center" solution that integrates stablecoin channels [2] - GCL-Poly Energy has collaborated with Ant Group to complete the first domestic RWA transaction for photovoltaic physical assets [3]

Group 1 - Ping An Insurance appointed Wang Xiaohang as the Chief Technology Officer (CTO) and General Manager of Ping An Technology, who previously held significant roles at Ant Group and Baidu [1] - Wang Xiaohang has a strong background in digital finance and AI innovation, having worked at major companies like Google and Bloomberg [1] Group 2 - Insta360 announced its entry into the drone market, planning to launch the world's first panoramic drone, driven by unmet customer demand and growth opportunities [2] - The decision to enter the drone market was made five years ago, indicating a long-term strategic vision [2] Group 3 - LVMH is considering the sale of its fashion brand Marc Jacobs in response to declining demand, with discussions ongoing with potential buyers including Authentic Brands [3] - The negotiations for the sale of Marc Jacobs are still in progress, and there is no guarantee of reaching an agreement [3]

来源：宏观对冲陈凯丰Kevin 美联储将于今日晚些时候开始为期两天的政策会议。尽管美联储预计将在周三维持利率不变，但交易员 将密切分析政策制定者的言论，以判断未来行动的时机。 与此同时，印度准备迎接美国对部分出口产品加征关税，税率可能高达25%，因为它选择在华盛顿设定 的最后期限前坚持做出新的贸易让步。 其他方面，美国国债在发行了440亿美元的七年期国债后，继续走高。在债务发行计划公布前，长期债 券领涨，这可能为美国计划如何控制这些期限债券的收益率提供线索。美元表现优于大多数发达国家货 币。 道指主要成分股联合健康集团和波音的季度业绩未能给投资者留下深刻印象。联合包裹服务公司公布第 二季度利润低于预期，成为特朗普总统全面征收关税的最新受害者。 科技巨头Meta、微软、亚马逊和苹果将于本周晚些时候公布财报，这可能会在未来几天引领华尔街的 走势。 经济消息方面，7月份消费者信心指数升至97.2，高于预期。6月份，美国职位空缺和招聘人数有所下 降，这表明劳动力市场活动进一步放缓。 特别声明：以上内容仅代表作者本人的观点或立场，不代表新浪财经头条的观点或立场。如因作品内 容、版权或其他问题需要与新浪财经头条联系的，请 ...

Core Viewpoint - The announcement details the lifting of the freeze on certain bank accounts of Kesi Technology, which is expected to enhance the company's financial efficiency and support normal business operations [1][3]. Group 1: Bank Account Freeze and Unfreeze - Kesi Technology's previously frozen bank accounts, which included a total of 510 million yuan in fixed deposits, have been unfrozen and are now available for normal use [2]. - The unfreezing of these accounts includes interest earnings of 47,000 yuan accrued since the last disclosure [2]. Group 2: Impact of Unfreezing on Company Operations - The majority of the frozen funds were in fixed deposits, and the company had no immediate plans for their use, which mitigated the negative impact on its financial status and operational results [3]. - The unfreezing of bank accounts is expected to improve the company's fund utilization efficiency and positively influence its production and operational management [3]. Group 3: Ongoing Legal Disputes - As of the announcement date, Kesi Technology has funds of 10.2384 million yuan frozen due to a contractual dispute with Shenzhen Zhonghang Bit Communication Technology Co., Ltd., and 690,900 yuan frozen due to a technical contract dispute with Xi'an Dixin Technology Co., Ltd. [3]. - The company and its subsidiary are actively pursuing legal action to protect their rights and resolve the disputes regarding the frozen funds [3].

经公司财务人员通过银行查询，下列银行账户已经解除冻结，恢复正常使用。 公司名称 开户银行名 账户性质 账号 解冻账户余额（万元） 招商银行、平安银行、 一般户、存款产品账 科思科技 / 52,337.34 | 建设银行 | | 户 | | | | --- | --- | --- | --- | --- | | | | 基本户、一般户、募 | | | | 高芯思通 | 工商银行、招商银行 | | / | 1,348.03 | | | | 集资金专用账户 | | | | 科芯智泓 | 招商银行 | 基本户 | / | 9.69 | | | 合计 | | 53,695.06 | | 证券代码：688788 证券简称：科思科技 公告编号：2025-064 深圳市科思科技股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 深圳市科思科技股份有限公司（以下简称"公司"）于近日通过银行查询获 悉，公司及子公司被冻结的部分银行账户已解除冻结（相关冻结情况详见公司于 及控股子公司部分银行账户被冻结的公告》（公告编号：2025-02 ...

Group 1 - The core viewpoint of the news is that Jifeng Technology (300022) has shown a decline in stock price and significant net outflow of funds, despite reporting positive revenue and profit growth in its latest quarterly results [1][3] - As of July 29, 2025, Jifeng Technology's stock closed at 8.37 yuan, down 0.95%, with a trading volume of 200,800 hands and a transaction amount of 167 million yuan [1] - The company reported total operating revenue of 704 million yuan for the first quarter of 2025, representing a year-on-year growth of 10.55%, and a net profit attributable to shareholders of 4.36 million yuan, up 66.49% year-on-year [1] Group 2 - The company has a current liquidity ratio of 1.469 and a quick ratio of 0.830, indicating its short-term financial health [1] - Jifeng Technology has a debt-to-asset ratio of 60.85%, reflecting its leverage position [1] - The company has made investments in 24 enterprises and participated in 11 bidding projects, showcasing its active engagement in business development [2]

为深入贯彻落实中央金融工作会议精神，扎实推进科技金融、普惠金融等"五篇大文章"，招商银行 （600036）积极响应国家政策号召，创新推出"科创贷"业务，充分运用数据风控技术，为科技型企业提 供高效、便捷的融资服务。近日，某科创企业成功获批"科创贷"并提款，标志着"数据风控+科创金 融"服务模式取得实质性突破。 "科创贷"精准滴灌赋能科技企业发展 招商银行"科创贷"业务聚焦科技型中小微企业融资难题，以企业科创属性为核心，综合征信、税务、经 营流水等多维度数据，构建智能化风控模型，实现精准授信。与传统贷款模式相比，"科创贷"具有科创 属性优先、数据驱动风控、审批高效便捷等优势。 资金流平台深度赋能构建科创企业信用新标尺 在此次业务实践中，招商银行将全国中小微企业资金流信用信息共享平台深度嵌入"科创贷"审批全流 程，为科技型企业打造"数据驱动、精准画像"的融资新范式。通过平台调取企业资金往来数据，综合分 析其经营稳定性、回款周期等核心指标，借助交易对手分析，精准识别企业在产业链中的定位和商业信 用状况，为授信决策提供了更全面的数据支撑。通过资金流平台的数据赋能，既能准确评估企业的技术 实力，又能客观把握其经营实况， ...