据南京发布消息，首份"苏超"赛事影响力报告出炉。7月1日，从国家统计局江苏调查总队获悉，近期国家统 计局江苏调查总队对全省3189位常住居民开展的专题调研显示，江苏省城市足球联赛成功收获群众的关注度 与美誉度。赛事影响力与刺激消费互促共振。 香港特区政府公布"粤车南下"初步实施阶段，每日配额100辆车 香港特区政府7月2日公布"粤车南下"将于今年11月实施。香港特区政府运输及物流局局长陈美宝2日宣布， 经与广东省相关部门协商后达成共识，"粤车南下"计划争取于11月正式启动实施。初步实施阶段，每日配额 100辆车，车辆可驶入香港市区。 8月1日起，现金买黄金钻石超10万元需上报 7月2日消息，央行近日印发《贵金属和宝石从业机构反洗钱和反恐怖融资管理办法》（下称《管理办法》） 称，客户单笔或者日累计金额人民币10万元以上(含10万元)或者等值外币现金交易的，从业机构应当按照规 定在交易发生之日起5个工作日内向中国反洗钱监测分析中心提交大额交易报告。该办法自8月1日起施行。 全国首个！"无堂食外卖"标准来了 "苏超"赛事影响力报告：赛事经济成为激发城市消费活力的新引擎 近日，重庆市市场监管局制定发布了《无堂食外卖经 ...

7月3日，重庆钢铁A股继续冲高，前一日其H股盘中涨幅更是高达130%，引发市场广泛关注。与此同 时，柳钢股份（601003）今日取得"三连板"，首钢股份（000959）等钢铁股本周亦取得了不同程度的上 涨。 钢铁股的集体异动，源于近期主产区唐山的减排限产，与近期高层会议所提出的"依法依规治理企业低 价无序竞争，引导企业提升产品品质，推动落后产能有序退出。" 去年此时，重庆钢铁（601005）跌至1元附近，还处于股价保卫战的关键阶段，今年却成为了资本市场 的热门个股。 在这一背景下，市场各方对钢铁行业去产能的预期再次升温。 不过，需要指出的是，唐山的限产情况比较普遍，此次限产与行业去产能没有直接逻辑关系，当前也没 有相对明确的产能去化政策。 此次去产能与上一轮供给侧改革不同。物产中大（600704）期货指出，2016年过剩行业以煤焦钢、建筑 建材等传统行业为主，当前过剩领域则集中在新兴产业链，比如新能源汽车、光伏等行业。 后续，产能去化的政策发力点能否落在钢铁行业？经历过上一轮落后产能清理后，钢铁行业的产能去化 空间还有多大？还有很多变量待解决。股、期、现差异明显 本周钢铁股的异动，受到了至少两重利好带动。 7 ...

PYX-201 Mechanism and Target - PYX-201 is a first-in-concept extracellular-cleaving ADC targeting EDB+FN, a non-cellular component of the tumor extracellular matrix [6, 7] - EDB+FN is highly overexpressed in various solid tumors, releasing the payload extracellularly for direct tumor killing, bystander effect, and immunogenic cell death [10, 11] - PYX-201's unique mechanism of action (MOA) may address a primary cause of drug resistance by altering the ECM [16] Clinical Trial and Tolerability - Phase 1 dose escalation study included 80 patients with 10 solid tumor types [29] - PYX-201 demonstrated a favorable tolerability profile with a low treatment discontinuation rate of 1% [6, 39] - The identified dose range for further evaluation is 3.6 - 5.4 mg/kg [6, 34] Efficacy and Responses - An overall response rate (ORR) of 26% was observed in 6 responding tumor types (n=31) at the identified dose range of 3.6-5.4 mg/kg [6, 43] - In HNSCC patients within the 3.6 – 5.4 mg/kg dose range, a 50% ORR and 100% disease control rate (DCR) were observed [6, 54] - Median time on study in Phase 1 Part 1 was approximately 12 weeks [50, 51] Future Development and Catalysts - A clinical trial collaboration will evaluate PYX-201 in combination with KEYTRUDA® (pembrolizumab) [18] - Multiple clinical catalysts are expected in the next 6-18 months, including readouts from HNSCC monotherapy and early line combination studies [6, 65] - As of Q3 2024, the company has $146 million in cash, providing runway into 2H 2026 [87]

Company Overview - enCore Energy aims to produce 3 million pounds of U3O8 per year by the end of 2026 and 5 million pounds of U3O8 per year by the end of 2028 [26] - The company has a market capitalization of $835,566,936 USD as of February 12, 2024 [34] Production and Operations - Rosita Central ISR Uranium Processing Plant (CPP) restarted production in November 2023 and is expected to produce approximately 200,000 pounds of U3O8 per year [65, 92] - The Rosita CPP has a licensed production capacity of 800,000 pounds of U3O8 per year, with the potential to double capacity within existing licenses [67] - Alta Mesa CPP is planned for production in 2024, with an initial production target of approximately 500,000 pounds [16, 96] - The combined capacity of the company's three fully licensed CPPs (Rosita, Kingsville Dome, and Alta Mesa) is 3.6 million pounds of U3O8 per year [82] Resource Estimates - Alta Mesa and Mesteña Grande have total Measured and Indicated Mineral Resources of 1,570,000 tons at 0.109% U3O8, containing 3.41 million pounds of U3O8 [95] - Alta Mesa and Mesteña Grande have total Inferred Mineral Resources of 6,996,000 tons at 0.120% U3O8, containing 16.793 million pounds of U3O8 [95] - Dewey-Burdock Project has Measured and Indicated ISR Resources of 7,388,222 tons at an average grade of 0.116% U3O8, containing 17.12 million pounds [102] - Gas Hills Project has Measured & Indicated ISR mineral resources of 3.83 million tons at 0.101% eU3O8, attributable to 7.71 million pounds U3O8 [111] - Crownpoint & Hosta Butte Project has total Indicated Mineral Resource of 10.96 million tons at Grade eU3O8 0.117 %, attributable U3O8 is 25.70 million pounds [124] Market and Strategy - The company has four uranium sales agreements in place [23, 87] - The company is pursuing a non-core asset divestment strategy [25, 136] - The company is investing in new technologies like Prompt Fission Neutron (PFN) technology [25, 58, 137]

国外 1. 小摩：非农或重新点燃美国经济增长担忧，并加大美联储降息压力 美元交投稳定，因投资者在关键的美国非农就业报告出炉前按兵不动。经济学家预计，6月就业人口增 加11万人，低于5月的13.9万人，失业率预计将从4.2%上升至4.3%。摩根大通在一份报告中表示，这可 能会让对经济增长的担忧"重新成为人们关注的焦点"，并加大美联储加快降息时间表的压力。然而，他 表示，与就业相比，通胀离目标更远，因此美联储应在降息问题上保持谨慎立场。 2. 瑞银：特朗普对越南的20%关税处于预期范围的低端 瑞银经济学家William Deng在一份研究报告中说，美国对越南商品征收的20%关税处于预期范围的低 端。越南允许美国商品免税进入该国的决定"在很大程度上是意料之中的"，因为美国产品在技术和能源 等领域的更多准入应该有利于越南的经济增长。该贸易协议的细节对于确定对越南的经济影响至关重 要，尤其是对转运货物的影响，转运货物将面临40%的关税。今后一个关键的观察点是，是否有进一步 向美国和国际资本开放金融市场的细节。 3. 星展银行：美越贸易协议降低风险，但缺乏细节 星展银行高级经济学家Chua Han Teng说，美越贸易协 ...

Core Insights - WisdomTree, Inc. (WT) shares experienced a significant increase of 6.6%, closing at $12.25, with a notable trading volume, contributing to a total gain of 20.4% over the past four weeks [1][2]. Analyst Ratings - Morgan Stanley raised its price target for WisdomTree from $9.75 to $11.00 while maintaining an equal weight rating [2] - Northcoast Research upgraded WisdomTree from neutral to buy, setting a price target of $15.00 [2] - Goldman Sachs upgraded its rating from sell to neutral and increased the price target from $9.50 to $11.90, reflecting a wave of bullish sentiment among analysts [2] Earnings Expectations - WisdomTree is expected to report quarterly earnings of $0.17 per share, representing a year-over-year increase of 6.3% [3] - Revenue expectations stand at $111.06 million, which is a 3.8% increase compared to the same quarter last year [3] Earnings Estimate Trends - The consensus EPS estimate for WisdomTree has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4] - WisdomTree currently holds a Zacks Rank of 2 (Buy), suggesting positive market sentiment [4] Industry Context - WisdomTree operates within the Zacks Financial - Miscellaneous Services industry, where another company, Moody's (MCO), closed 1.1% lower at $497.12, with a 4.2% return over the past month [4]

Core Insights - The 2025 Global Digital Economy Conference (GDEC 2025) commenced in Beijing, focusing on "Building a Digital-Friendly City" and attracting thousands of participants, including over 300 international guests from more than 50 countries [1] Group 1: Global Digital Economy City Alliance - The Global Digital Economy City Alliance was launched by Beijing in collaboration with over 40 partner cities from various regions, aiming to address digital infrastructure, cross-border data governance, AI ethics, and smart city applications [2] - The Alliance represents a transition in digital economy cooperation from bilateral exchanges to multilateral coordination and from project-based initiatives to institutionalized mechanisms [2] Group 2: Milestones in Digital Economy Development - The establishment of the Alliance follows the "Digital Economy Partner Cities" initiative from GDEC 2023 and the "Six-Action Plans" launched in 2024, showcasing Beijing's commitment to innovative digital economy pathways [3] Group 3: Conference Structure and Hosting - GDEC 2025 is approved by the State Council of China and co-hosted by multiple governmental and international organizations, featuring a "1+6+N" structure that includes one opening ceremony, six main forums, and various thematic events [4]

沿雷锋新河设计的滨河步道、亲水平台、儿童乐园及休憩驿站等设施一应俱全，充分满足全年龄段市民的休闲、 运动与社交需求，将成为周边居民日常游憩的优选地。 长沙晚报掌上长沙7月3日讯（全媒体记者 贾凯清 通讯员 胡翔）7月3日，走进梅溪湖中央公园北段一期（纳秋路 —看云路）项目，只见阳光下的生态景观带绿意盎然，滨河步道崭新平整。记者从湘江集团梅溪湖公司获悉，该 公园目前已全面完工，即将进入竣工验收阶段，预计将于年内完成验收移交并对外开放。届时，梅溪湖国际新城 将增添一座"滨水乐活公园"。 梅溪湖中央公园北段一期项目位于梅溪湖国际新城二期，总占地面积约15公顷。公园精心打造了层次分明的生态 景观带，种植了乌桕、朴树、香樟、桂花、水杉、早樱、红梅等十余种乔木，并搭配西府海棠、垂丝海棠、碧桃 等缤纷花卉。未来，市民可在此欣赏"樱花漫舞""红梅傲雪"等四季变换的特色景致。 据相关负责人介绍，在项目建设过程中，湘江集团梅溪湖公司始终坚持生态优先原则，严格遵循环保标准，积极 采用低影响施工技术，最大程度保护原有生态环境。这一实践也是对梅溪湖片区"绿色生态"核心发展理念的延 续。 中央公园北段一期的建成，还将显著完善梅溪湖片区的 ...

企业名称湖南星源智创科技有限公司法定代表人李煌注册资本200万人民币国标行业科学研究和技术服 务业>研究和试验发展>工程和技术研究和试验发展地址湖南省长沙市岳麓区观沙岭街道佑母塘路799号 钰龙天下佳园二期综合楼2栋2116-2117房N637（集群注册）企业类型有限责任公司(自然人投资或控股) 营业期限2025-7-2至无固定期限登记机关湖南湘江新区管理委员会 来源：金融界 天眼查App显示，近日，湖南星源智创科技有限公司成立，法定代表人为李煌，注册资本200万人民 币，长沙般唯企业管理有限公司、长沙路罗企业管理有限公司持股。 序号股东名称持股比例1长沙般唯企业管理有限公司85%2长沙路罗企业管理有限公司15% 经营范围含工程和技术研究和试验发展;新兴能源技术研发;新能源汽车整车销售;新能源汽车电附件销 售;新能源汽车换电设施销售;电动汽车充电基础设施运营;人工智能应用软件开发;软件开发;技术服务、 技术开发、技术咨询、技术交流、技术转让、技术推广;信息技术咨询服务;互联网销售（除销售需要许 可的商品）;机动车充电销售;停车场服务;知识产权服务（专利代理服务除外）;新能源原动设备销售;合 同能源管理;节能管 ...

天眼查App显示，近日，珠海财川新材料科技有限公司成立，法定代表人为陈永宽，注册资本200万人 民币，由珠海泽冠科技有限公司全资持股。 序号股东名称持股比例1珠海泽冠科技有限公司100% 经营范围含许可项目：输电、供电、受电电力设施的安装、维修和试验；电气安装服务；建设工程施 工；建筑智能化系统设计；建筑劳务分包。（依法须经批准的项目，经相关部门批准后方可开展经营活 动，具体经营项目以相关部门批准文件或许可证件为准）发电技术服务；信息技术咨询服务；工程管理 服务；工业工程设计服务；软件开发；配电开关控制设备销售；配电开关控制设备制造；先进电力电子 装置销售；电力电子元器件销售；电力设施器材销售；水泥制品销售；发电机及发电机组销售；电线、 电缆经营；智能家庭网关制造；智能仪器仪表制造；智能家庭消费设备制造；人工智能硬件销售；智能 仓储装备销售；智能物料搬运装备销售；智能仪器仪表销售；智能水务系统开发；人工智能通用应用系 统；智能输配电及控制设备销售；劳务服务（不含劳务派遣）；超材料销售；超导材料销售；金属材料 销售；建筑材料销售；五金产品批发；五金产品零售；日用百货销售；日用品销售。（除依法须经批准 的项目外， ...