这就是刚刚通过的那部叫"大漂亮法案"的玩意。 我问你个问题，你有没有发现，工作已经越来越不好请假了。 我这两天刷到的美国国会投票截图，让我盯着屏幕半分钟没动。 218比214。 共和党内有两个人投了反对票，民主党是全员投反对票，这么僵硬的票数落地，就算美国人平时再能吵，这次也只能默默收拾文件准备加 班。 来源是公开可查的美国国会官网和路透社投票结果，时间是上周五晚。 没有任何一个民主党议员投下同意票，投反对票的共和党议员是肯塔基州的托马斯马西和南卡罗来纳州的南希梅斯。 我昨天特意查了下这个法案里面的几条"猛料"，大概就是： • 富人税率优惠继续延长 • 对穷人的部分食品补助和部分医疗补贴削减 • 公务员以及联邦合同工的部分加班补偿限制 直接说一句实话，美国正在往冷战时期的那个保守型社会退回去。 你去翻美国劳工统计局的数据就能看得出来，过去十年，美国工资增长在疫情前每年平均增长3%左右，但最近两年即使涨了5%以上，剔除通 胀后实际购买力基本没涨。 来源是美国劳工统计局2024年和2025年通胀与工资增幅月度报告。 但美国选择节流的方向依旧是对穷人和对加班费开刀。 我之前以为美国最起码要在食品券和儿童医保上保留部 ...

(2025-07-04) Kitron has received a contract with an estimated value between EUR 4 and 8 million for the production and supply of advanced electronic components used in unmanned aerial systems (UAS).Deliveries under the contract are scheduled to start in the first half of 2026, and production will take place primarily at Kitron’s European facilities. “We are proud to strengthen our role as a trusted manufacturing partner in the rapidly evolving UAS segment,” says Mindaugas Sestokas, Kitron Vice President Cen ...

Kering - Press release - Half yearly achievement report on Kering share quotations liquidity mandate - June 2025 PRESS RELEASEJuly 4, 2025 HALF-YEARLY ACHIEVEMENT REPORT ON KERING SHAREQUOTATIONS LIQUIDITY MANDATE Pursuant to the liquidity mandate granted by Kering to Rothschild Martin Maurel, the following assets appeared on the liquidity account as of June 30th, 2025: 240 shares€26,395,783 Number of executions on buy side during the semester: 15,526 Number of executions on sell side during the semester: 1 ...

来源：新华社 最先披露相关消息的美国福克斯新闻网站援引消息人士的话报道， 此次会谈涉及缓和美伊关 系、如何让美伊双方"坐到谈判桌前"以及加沙地带停火、巴勒斯坦伊斯兰抵抗运动（哈马斯） 释放剩余所有以方被扣押人员并归还死亡人员遗体。 据白宫记者团消息，特朗普3日在马里兰州安德鲁斯联合基地与媒体简短交流时称，威特科夫 正在负责推动与伊朗重启谈判，伊朗方面希望直接与特朗普对话，"而且是时候他们这样做 了"。 特朗普说，美国不想"伤害"伊朗，"如有必要"，他愿意会见伊朗代表。 伊朗外交部副部长马吉德·塔赫特－拉万希3日接受美国全国广播公司新闻台采访时说，伊朗不 打算对美国采取进一步报复行动，但是美国"需要保证谈判期间不打击伊朗"。伊朗不会放弃铀 浓缩，"我们对铀浓缩的政策至今没有改变"。 报道说，双方还讨论了实现沙特与以色列关系正常化所需步骤，以及美沙两国完成一项双边防 务和贸易协定的进展。消息人士透露，双方"在所有方面都取得了进展并感到乐观"。 另据美国阿克西奥斯新闻网站报道，哈立德还同美国中东问题特使威特科夫及国防部长赫格塞 思会面。威特科夫打算下周在挪威首都奥斯陆会见伊朗外交部长阿拉格齐，讨论双方重启伊朗 核谈 ...

中国基金报记者 卢鸰 7 月 4 日晚， 塞力医疗 公告称，其持有华纪元生物 15.61% 股份，该公司的治疗性降压疫 苗项目已完成概念验证阶段研究和临床前研究，并于 2025 年 6 月 6 日获得国家药监局的新 药临床试验申请受理。 2025 年一季度末，摩根士丹利等四家 QFII 新进塞力医疗前十大流通股股东，持股总计约 491.34 万股。 近期，塞力医疗已连续 4 个交易日涨停。截至 7 月 4 日收盘，塞力医疗股价报 21.08 元 / 股，最新市值为 40.3 亿元。 华纪元生物 降压疫苗 新药临床试验申请获受理 【导读】塞力医疗发布股票异常波动公告，参股公司降压疫苗新药临床试验获受理 针对此次股票交易异常波动情况，塞力医疗 7 月 4 日晚公告称，经自查，目前公司生产经营 活动一切正常，市场环境、行业政策没有发生重大调整，内部生产经营秩序正常。控股股东 四家 QFII 一季度末总计持有 491 万股 财报显示， 塞力医疗 2024 年归母净利润为 -2.09 亿元，同比下降 31.95% ； 2025 年一 季度归母净利润为 -1432.09 万元，同比下降 553.66% 。 据塞力医疗 2 ...

中国基金报记者 张燕北 孙晓辉 7 月伊始， A 股市场延续反弹势头，沪指更是不断创出新高。 【导读】基金公司解读 A 股市场投资机会 7 月 4 日，沪指一度上涨逼近 3500 点，最终收于 3472.32 点，再创年内新高。自去年 10 月初高点回落后，这一代表性指数已数次逼近 3500 点整数大关。 接下来， A 股是否会延续反弹？ "7 月翻身 " 行情是否有逻辑支撑？又有哪些投资方向值得 重点关注？ 短期市场或呈现中枢震荡向上态势 在基金公司看来，本轮市场反弹更多基于情绪层面，短期市场或呈现中枢震荡向上的态势。 富国基金表示，复盘来看，历史上的 " 七翻身 " 行情，通常是由资金、政策与情绪三重力量 共同驱动的结构性修复结果。由于日历效应， 6 月流动性会阶段性偏紧，而 7 月流动性边际 回暖，市场情绪回升。 6 月市场下跌打开技术性反弹空间，而 7 月份召开的中央政治局会议 通常会定调下半年经济政策方向，若释放积极信号，往往对市场情绪形成边际提振，成为驱 动反弹的关键催化。此外， 7 月也是中报业绩预期开始发酵的时期，景气投资的胜率有所提 升，催化市场的结构性特征。 博时基金认为，下半年 GDP ...

Join us for Telenor Group’s results for the 2nd quarter 2025The presentation will be held at 0900 CET / 0800 UK Join us for Telenor Group’s results for the second quarter 2025 When: Friday 18 July, 0900 CET / 0800 UKT. To view the webcast, without participating in the live Q&A, please visit: https://www.telenor.com/investors/reports-and-information/quarterly/telenor-groups-results-for-the-2nd-quarter-2025/ or visit Telenor.com/investors The presentation will be available via Webcast only. For media: A ...

Core Viewpoint - Rosen Law Firm is reminding investors who purchased DoubleVerify Holdings, Inc. common stock during the specified Class Period of the upcoming lead plaintiff deadline for a class action lawsuit [1]. Group 1: Class Action Details - Investors who bought DoubleVerify common stock between November 10, 2023, and February 27, 2025, may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and those wishing to serve as lead plaintiff must act by July 21, 2025 [3]. - Investors can join the class action by visiting the provided link or contacting the law firm directly for more information [6]. Group 2: Legal Representation - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a proven track record in securities class actions, highlighting their own success in recovering significant amounts for investors [4]. - The firm has been recognized for its leadership in securities class action settlements, achieving the largest settlement against a Chinese company at the time and securing over $438 million for investors in 2019 alone [4]. Group 3: Allegations Against DoubleVerify - The lawsuit alleges that DoubleVerify made false and misleading statements regarding its business operations, including the shift of customer ad spending to closed platforms where its capabilities were limited [5]. - It is claimed that DoubleVerify's high-margin advertising optimization services faced significant challenges in monetization due to the high costs and time required for technology development on closed platforms [5]. - The lawsuit also points out that DoubleVerify overbilled customers for ad impressions served to bots and that its risk disclosures were misleading, leading to investor damages when the true situation was revealed [5].

Core Viewpoint - The recent appointment of a new fund manager at ICBC Credit Suisse reflects a strategic shift within the company, emphasizing a balance between experienced leadership and fresh talent in its bond investment team [2][3]. Group 1: Management Changes - Wang Shuo, a veteran in bond investment, is now joined by Qu Honghao, who has been with the company since 2019, to co-manage three funds totaling 8.6 billion yuan [2]. - The recent management changes, including the transition of senior executives, signify a deliberate effort to pass on experience while allowing new talent to emerge [3]. Group 2: Performance and Strategy - Wang Shuo manages over 364.8 billion yuan in assets, with multiple funds achieving positive returns, including a 37.60% return for ICBC Money A since 2013 [3]. - The strategy of "suspending large subscriptions while allowing redemptions" has been effective in balancing scale and returns [3]. - The solid performance of the bond funds, such as the ICBC Ruiheng 3-month open-end bond fund, which has returned 14.98% since its inception, highlights the effectiveness of the company's platform-based research system [5]. Group 3: Structural Changes and Future Outlook - The company is undergoing significant changes in its shareholder structure, with UBS acquiring a 20% stake from Credit Suisse, while ICBC retains an 80% controlling interest [5]. - The bond funds constitute 55.5% of the public offering segment, amounting to 230.34 billion yuan, serving as a stabilizing force against market fluctuations [5]. - The dual-track approach of promoting experienced veterans while integrating new talent is seen as a long-term strategy for sustainable growth in the asset management industry [6].

【环球网科技报道 记者 李文瑶】据香港《星岛日报》7月4日报道，香港数字资产热度不减。香港特区政府日前发布了《香港数字资产发展政策宣言2.0》， 重申打造数字资产全球创新中心的决心。相较于2022年首份宣言，更聚焦于具体路径和规模化应用，标志着香港数字资产发展进入"深水区"。 宣言2.0明确了其在数字资产领域的发展方向，特别是将稳定币和现实世界资产代币化（Real World Assets, RWA）作为战略核心。港府不仅要将政府代币化 债券发行常规化，还计划将代币化物件拓展至更广泛的现实世界资产，包括黄金、大宗商品、绿色能源资产、电动车相关资产等。 可以预见的是，"场景规模化"接下来将成为香港地区数字资产发展的显著趋势。与此同时，香港金管局Ensemble沙箱核心成员蚂蚁数科宣布面向本港市场开 放四大核心技术，助力本港数字资产场景拓展。此前，蚂蚁数科将海外总部落在香港，体现坚定深耕香港市场的决心。 蚂蚁数科宣布开放的这四大技术分别是：Layer2网络、大模型开发工具、"区块链+IoT"可信架构、机构级Web3钱包技术，覆盖区块链基础网络、RWA应 用、钱包、开发等数字资产落地关键环节。 Layer2网络Jo ...