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 ...

中国青年报客户端上海7月4日电（中青报·中青网记者 王烨捷）今天，全国首个数字游民团支部——共 青团上海漕泾数字游民支部委员会在上海市金山区漕泾镇成立。此前，上海漕泾数字游民国际村落户漕 泾，成为"青创入乡"助力乡村振兴的典型。 来源：中国青年报客户端 去年8月，上海市金山区以全国青年发展型城市建设试点为契机，正式开启了漕泾数字游民国际村。这 里以共享办公空间、青年驿站等配套设施为依托，为数字游民提供了"拎包入住"的物理空间。数字游民 们在这里享受着边工作、边度假、边学习、边生活、边创业、边交友的"六边形"生活场景。今年5 月，"网格正青春"金山团青助力网格治理行动启动，数字游民国际村所在的漕泾镇第二综合网格成为首 批"青春样板格"，致力于打造"青创入乡"新样板。 数字游民 团金山区委今天向首批数字游民代表赠送了"数字游民服务包"，内容包含金山区人社、税务、市场监管 等部门团组织提供的创业、购房、企业"点单式"合规指导等方面的实用政策资源。这些团组织组成"青 春助企服务团"为有创业意向的数字游民提供组团式服务。 团支部成 立仪式现场。团金山区委供图 数字游民（Digital Nomad）是指那些依靠现代信息技 ...

中国人民大学两岸关系研究中心主任王英津说，赖清德在第三讲和第四讲中，分别以所谓"宪政体 制"和"国防"为主题，拼凑各种"台独"分裂歪理邪说。有关"宪政体制"论述通过片面的选择性叙事，试 图割裂台湾与祖国大陆的历史联系，为"台独"披上"法理"外衣，进而推动"去中国化"议程。赖清德一方 面继续大肆渲染"大陆威胁"，另一方面以"大罢免"为工具打压异己，企图将台湾民众绑上"台独"战车。 有关台湾当局防务政策的言论，核心意图在于通过历史叙事重构、舆论操弄和军事动员，为"以武谋 独"披上"合法"外衣，在台湾社会全面搞"全民皆兵"，企图将无辜民众绑上"台独"战车并变成炮灰，其 用心极为险恶。 清华大学台湾研究院院长巫永平说，赖清德所谓"团结十讲"的整体观点、论证逻辑依旧是"台独"势力的 陈词滥调，内核是有煽动性、欺骗性的"新两国论"。为巩固民进党当局岌岌可危的"执政"地位，赖清德 不仅不思岛内社会的团结和谐，反而加深撕裂对立，实为"乱台害台十讲"。 对于赖清德在第三讲中再次大肆渲染"大陆威胁"，再将大陆界定为"境外敌对势力"，巫永平指出，赖清 德真正目的在于禁限两岸交流往来，为了谋取政治私利，毫不顾忌岛内民生福祉，妄图推动 ...

"罗马仕倒闭"相关话题冲上微博热搜，罗马仕官方发声否认却仍未平息舆论，关于充电宝退款难的投诉 不断。对于被曝"全面停工停产"，7月4日，有罗马仕内部人士告诉南都记者，"管理层确实传达了这个 消息，但还没有下发正式通知，现在公司已经没有正常运营，员工们的心都散了。6月中旬公司还在组 织全体员工支援客服。" 该内部人士还透露，公司重大变动早在4月就有了苗头。其向南都记者发来的文件显示，4月25日，罗马 仕成立公司EMT（即经营管理团队），任命5人为EMT成员，其中一人为EMT轮值总经理，任期3个 月。 南都记者查询国家企业信用信息公示系统获悉，深圳罗马仕科技有限公司从4月23日开始多次变更高级 管理人员备案信息，公司法人先由雷桂斌变更为雷社杏，后变更为雷杏容。就在7月3日，该公司法人、 董事、经理又全部变更为雷社杏。 对于被召回范围内的充电宝，罗马仕官方客服告诉南都记者，消费者寄回仓库并提供运单号、运费金额 后，客服会安排退货退款处理，"预计10个工作日左右打款。"当问及快递拒收充电宝的情况时，客服表 示，"建议用纸盒包装产品，并将物品信息修改为'二手数码产品'寄出。" 罗马仕还被曝出"内部全面停工停产"，消息引 ...

Core Viewpoint - The article discusses the competitive landscape of instant retail, highlighting Meituan's strategic shift from online to offline operations through the launch of "Raccoon Canteen" and its implications for the supply chain and business models in the food delivery industry [1][5][11]. Group 1: Meituan's Raccoon Canteen - Meituan officially launched "Raccoon Canteen" in July, with plans to open 1,200 locations nationwide over the next three years, following a trial phase that began in December [2]. - The operational model of Raccoon Canteen resembles a food delivery hub, allowing consumers to order from multiple vendors through Meituan's platform without dine-in options [2]. - Meituan emphasizes a non-self-operated model, focusing on providing a platform for various food vendors while ensuring compliance with food safety standards [2][4]. Group 2: Supply Chain Integration - Meituan aims to enhance transparency in food sourcing with features like "Food Safety Diary," allowing consumers to trace the supply chain from source to table [3]. - The company plans to offer comprehensive supply chain services through its platform "Fast Donkey Procurement," connecting vendors with over 200 food suppliers for direct sourcing [6][7]. - This supply chain strategy aligns with industry trends, as competitors like JD.com also focus on supply chain optimization as a core business model [8][10]. Group 3: Competitive Landscape - The competition between Meituan and JD.com is intensifying, with JD.com confirming its entry into the hospitality sector and planning to offer supply chain services to optimize costs [9][10]. - JD.com is also launching its own food service infrastructure, indicating a shift towards innovative business models that prioritize food safety and cost efficiency [10]. - The ongoing competition is not merely about pricing but involves innovation in business models and supply chain management [11]. Group 4: Additional Initiatives - Meituan is expanding its offerings with the launch of a discount supermarket project named "Happy Monkey," set to open in August, which will also rely on a robust supply chain [13]. - The company is implementing a pension insurance subsidy plan for delivery riders, aiming to enhance worker welfare and address fatigue issues [13].