Group 1 - Canadian Prime Minister Carney announced a phone conversation with US President Trump on June 29, resulting in the decision to resume trade negotiations with a deadline set for July 21 [1] - The Canadian government announced the cancellation of the digital services tax, originally set to take effect on June 30, to facilitate trade talks with the US [1] - The US National Economic Council Director Kevin Hassett stated that the US would "immediately resume" trade negotiations with Canada following the cancellation of the digital services tax [1] Group 2 - In 2020, the Canadian government proposed a digital services tax targeting large multinational digital companies, aiming for a fair contribution from these companies to the local market [1] - The digital services tax, set to be enacted in 2024, will impose a 3% tax on revenues from digital services provided to Canadian users, retroactive to 2022 [1] - The US Trade Representative's Office reported that most digital services taxes are discriminatory against US companies, with the Canadian tax potentially leading to an initial bill exceeding $2 billion for US firms if retroactive [2] Group 3 - Canadian Finance Minister Chrystia Freeland confirmed the implementation of the digital services tax on June 30, prompting an immediate halt to trade negotiations by the US [2] - Reactions in Canada to the US's threats were mixed, with some business leaders suggesting that Canada should cancel the digital services tax to revive trade talks [2] - Trade lawyer Lawrence Herman warned that yielding to US pressure to cancel the digital services tax could weaken Canada's negotiating position and damage relations with Europe [3]

孔火团提到，河南把创新驱动、科教兴省、人才强省战略作为首要战略，推动创新链和产业链深度 耦合，积极布局数字化技术核心领域，聚集了一大批像新华三等有责任、有担当、有实力的数字技术明 星企业，助推全省发展动能之变、结构之变、质量之变日益彰显。期待新华三等领军企业持续攻坚，力 争前沿技术广泛落地，为智算技术赋能河南人民做出卓越贡献。 河南省工商联一级巡视员 孔火团 6月27日，由郑州大学与紫光股份旗下新华三集团共同主办的"豫见数智未来·AI应用与创新研讨会"在郑 州成功举行，汇聚了河南省政企产学各界数百位嘉宾，围绕人工智能的应用实践与前沿发展趋势，共商 智能时代新举措、共启智慧发展新征程。河南省工商联一级巡视员孔火团，河南省工业和信息化厅二级 巡视员李大刚，新华三集团高级副总裁、技术委员会副主席刘新民等出席大会并致辞。 活动现场 新华三集团企业技术部专家陈华介绍了能够为企业数智化升级提供"一站式"算力+算法+数据+应用 的新华三灵犀智算解决方案。该方案覆盖AI开发全流程，不但通过提供多元算力灵活应对各种AI负 载、以高性能融合存储保障训练连续性等举措构建高品质算力底座，还有助于提供高质量数据、改善模 型算法方案、帮 ...

Core Insights - XBIT decentralized exchange platform is gaining investor attention due to its trustless trading mechanism and reliance on smart contracts for automatic execution of trading rules, providing a secure and fair trading environment [1][4][9] Group 1: Market Dynamics - The 10-year U.S. Treasury yield has significantly declined, dropping over 4 basis points to 4.213%, marking a two-month low, while the 30-year yield fell over 5 basis points to 4.761% [1][4] - A controversial spending bill, referred to as a "massive and beautiful bill," has passed a key procedural hurdle in the Senate, potentially increasing U.S. debt by over $3.9 trillion if approved [4] Group 2: XBIT Platform Features - XBIT has established a bank-grade security system, storing 99% of user assets in geographically dispersed cold wallet nodes, and employs Shamir's secret sharing technique to enhance asset protection [2] - The platform supports over 200 assets across major public chains like Ethereum and BNBChain, utilizing a liquidity aggregation algorithm to find optimal prices for users [6] - XBIT offers advanced trading features such as limit orders and stop-loss orders, allowing users to set conditions for automatic trade execution while keeping gas costs low [6] Group 3: Bitcoin Market Insights - Bitcoin has experienced significant price volatility, with notable drops in April and February, influenced by global economic conditions and regulatory changes [6] - During market panic, investors betting on rising cryptocurrency prices have faced substantial losses, with a reported $1.38 billion in liquidations on a single day [6]

巨丰投顾：周二市场震荡运行，中船系涨幅居前。历史数据显示，近20年上证指数在7月上涨概率为 60%。投资者可从三方面布局：节奏上，上旬防御为主，警惕外部冲击，配置公用事业等板块，下旬聚 焦中报业绩，关注超预期个股及政策动向；风格上，金融（政策刺激、低估值优势）与成长（科技政策 持续、产业趋势上行）占优；操作上，重点关注科技（半导体、人工智能核心企业）、军工（阅兵催 化、订单增长）及中报高增领域（TMT、中游制造等），规避业绩风险股。 沪深两市主要股指7月1日开盘涨跌不一，沪指微幅高开，深成指和创业板指小幅高开。沪指全日呈震荡 上扬态势；深成指和创业板指早盘期间震荡下行，深成指午间收盘前反弹，午后翻红并最终小幅收涨， 创业板指在接近回补缺口后有所回落，收盘时小幅下跌。指数表现方面，沪指7月1日的收盘点位高于6 月25日的收盘点位，再创年内收盘新高。 盘面上，医药股领涨，免疫治疗、创新药、重组蛋白、仿制药、减肥药、肝炎概念、毛发医疗等多个医 药医疗的细分领域指数均有较大幅度上涨。当日，船舶、工业气体、光刻机、银行、超导概念等板块亦 有显著上涨。数字货币股跌幅靠前，电子身份证、跨境支付、Web3概念等板块亦有较大幅 ...

Core Concept - Digital Renminbi (DCEP) is a significant innovation in China's currency digitization, issued by the People's Bank of China, and holds the same legal status and economic value as cash [1] Group 1: Characteristics and Technology - Digital Renminbi features "payment and settlement" capabilities, allowing direct value transfer between users without third-party payment institutions, enhancing payment efficiency and reducing transaction costs [3] - It employs advanced blockchain and encryption technologies, achieving a "controllable anonymity" design for small transactions while adhering to regulatory requirements for larger ones [4] - The system can process over 300,000 transactions per second, significantly outperforming Bitcoin and Ethereum networks [4] - Security is ensured through national encryption standards and hardware encryption modules, capable of withstanding various cyber threats, including quantum computing attacks [6] - It supports "dual offline payment" functionality, enabling transactions without network access, which is crucial during emergencies [6] Group 2: Applications and Social Impact - Digital Renminbi is being tested in multiple pilot cities across China, covering retail, public transport, and government services, with over 750 million transactions and a total transaction amount exceeding 830 billion yuan as of June 2023 [7] - It is expected to enhance monetary policy transmission efficiency, reducing time lags by approximately 30% and improving macroeconomic control precision [9] - The initiative aims to increase financial inclusion, potentially raising China's financial inclusion index by 15-20 percentage points [9] Group 3: Global Implications - The launch of Digital Renminbi marks a milestone in China's fintech development and offers valuable insights for the global Central Bank Digital Currency (CBDC) evolution [10] - As the pilot scope expands and application scenarios diversify, Digital Renminbi is reshaping China's payment ecosystem and contributing to the digital transformation of the global monetary system [10]

Core Viewpoint - A-shares experienced slight fluctuations with the innovative drug concept stocks leading the gains, while the overall market showed mixed performance across different sectors [1] Market Performance - The Shanghai Composite Index rose by 0.39%, the Shenzhen Component increased by 0.11%, and the ChiNext Index fell by 0.24% [1] - The total trading volume reached 1.5 trillion yuan, a decrease of 20.7 billion yuan compared to the previous trading day [1] - Over 2,600 stocks in the market saw an increase [1] Sector Highlights - Innovative drug concept stocks strengthened again, with stocks like Angli Kang hitting the daily limit [1] - Bank stocks rebounded, with China Construction Bank reaching a historical high [1] - Chip concept stocks initially surged in the morning session, with over 10 stocks, including Kaimeteqi, hitting the daily limit [1] Declining Sectors - The digital currency sector declined, with Jida Zhengyuan hitting the daily limit down [1] - The digital sentinel sector fell, with Xiongdi Technology dropping over 8% [1] - The diversified financial sector weakened, with Hongye Futures touching the daily limit down [1] - Other sectors such as cross-border payments, virtual robots, and software development also experienced significant declines [1]

A股数字货币板块盘尾持续走弱，吉大正元、翠微股份跌停，雄帝科技、元隆雅图、京北方、四方精创 等跟跌。 ...

Group 1 - The digital currency sector is experiencing a continuous adjustment, with significant declines in stock prices [1] - Jida Zhengyuan (003029) and Cuiwei Co., Ltd. (603123) hit the daily limit down, indicating severe market reactions [1] - Other companies such as Xiongdi Technology (300546), Yuanlong Yatu (002878), Jingbeifang (002987), and Sifang Chuangxin (300468) also saw declines, reflecting a broader trend in the industry [1]

Group 1 - The China Securities Digital Economy Theme Index (931582) decreased by 1.16% as of July 1, 2025, with mixed performance among constituent stocks [1] - Longxin Technology (688047) led the gains with an increase of 8.09%, while Cambricon Technologies (688256) experienced the largest decline [1] - The Digital Economy ETF (560800) was quoted at 0.76 yuan, with a turnover rate of 1.41% and a transaction volume of 10.5772 million yuan [1] Group 2 - The Ministry of Industry and Information Technology issued the "Computing Power Interconnection Action Plan," aiming to establish a comprehensive standard system for computing power interconnection by 2026 and achieve nationwide public computing power standardization by 2028 [2] - The 2025 Global Digital Economy Conference will be held on July 2 in Beijing, featuring 46 thematic forums on emerging fields such as artificial intelligence and digital security [2] - The Digital Economy ETF closely tracks the China Securities Digital Economy Theme Index, which reflects the overall performance of listed companies in high digitalization application areas [2] Group 3 - As of June 30, 2025, the top ten weighted stocks in the China Securities Digital Economy Theme Index accounted for 51.3% of the index [3] - The top ten stocks include Dongfang Caifu (300059), SMIC (688981), and Northern Huachuang (002371), among others [3][4]

Core Points - The EU is willing to accept a 10% general tariff proposed by the Trump administration but seeks exemptions for key industries [2][5] - Canada has decided to abandon its digital services tax to facilitate trade negotiations with the U.S. [9][10] Group 1: EU's Trade Negotiations - The EU is negotiating a trade agreement with the U.S. that includes a 10% general tariff on many goods exported to the U.S. while requesting lower tariffs in critical sectors such as pharmaceuticals, alcohol, semiconductors, and commercial aircraft [2][4] - The EU is pushing for quotas and exemptions to reduce the 25% tariff on automobiles and parts, as well as the 50% tariff on steel and aluminum [2][5] - The EU estimates that U.S. tariffs currently cover products worth €380 billion, accounting for about 70% of the EU's total exports to the U.S. [5] Group 2: Canada’s Trade Position - Canada has canceled its digital services tax, which was set to take effect in 2024, to advance trade talks with the U.S. [9][10] - The digital services tax would have impacted major U.S. tech companies, including Amazon and Google, by imposing a tax on their digital service revenues in Canada [9][10] Group 3: Potential Outcomes of Negotiations - The EU has outlined four possible scenarios before the July 9 deadline: reaching an acceptable asymmetric agreement, the U.S. proposing an unbalanced agreement, extending the deadline for negotiations, or Trump exiting negotiations and increasing tariffs [8] - The EU is aiming for a "fair" tariff agreement that provides more predictability for businesses [6]