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]

美加贸易谈判，传出新进展！ 当地时间6月29日深夜，加拿大宣布取消数字服务税，以推进与美国更广泛的贸易谈判。加拿大方面称， 将恢复与美国的贸易谈判，以期在7月21日前达成协议。 上述消息传开后，美股股指期货大幅拉升，截至发稿，道指期货涨0.54%，纳指期货涨0.70%，标普500 指数期货涨0.47%。汇率市场上，加元短线拉升，美元小幅跳水。 加拿大取消数字服务税 在美国总统特朗普发出关税威胁后，加拿大火速取消了数字服务税。 卡尼在一份声明中称："在我们就加拿大和美国之间新的经济和安全关系进行的谈判中，加拿大新政府将 始终以任何可能达成的协议对加拿大工人和企业最佳利益的总体贡献为指导。今天的公告将支持（美加） 在2025年7月21日恢复谈判，这是本月在卡纳纳斯基举行的七国集团领导人峰会上制定的时间表。" 加拿大财政部长商鹏飞表示："取消数字服务税，将使加拿大与美国就新的经济和安全关系进行的谈判取 得重要进展，并加强我们为所有加拿大人创造就业和建设繁荣的工作。" 据总台环球资讯广播报道，加拿大的数字服务税最早在2021年联邦选举中由时任总理特鲁多提出，并于 2024年6月正式颁布。根据这项政策，加拿大政府将对与 ...

（原标题：三条高铁"相遇"长江首城 宜宾高铁南片区打造城市新极核） 成贵高铁、成宜高铁、渝昆高铁在长江首城宜宾"相遇"，造就了宜宾市高铁南片区（以下简称高铁南片区）得天独厚的发展优势。6月30日，宜宾 市高铁南片区封闭运行两周年，又一个城市极核正在破茧成蝶。 项目建设跑出加速度 6月30日，在高铁南片区核心位置，将作为四川省第十五届运动会比赛场馆之一的宜宾城市体育文化综合体项目，主体结构全面封顶；同一天， M0数字经济产业社区也开业运营，迎来19家首批次企业入驻。 距离这里不远处，片区布局了采取国际征集城市设计的渝昆高铁站前总部经济极核和中央活力极核。目前，渝昆高铁站前总部经济极核已基本建 成，中央活力极核正在加快推进。 按照人产城融合发展的定位，高铁南片区重大功能配套已陆续建成投用。 市一中、市一医院、市妇幼保健院等全市顶级的医疗、教育机构在片区已陆续投用。国家级区域医疗中心——重庆医科大学附属儿童医院宜宾医 院已于2024年7月开工，预计今年底建成投用。 按照整体规划、分布实施思路，1600亩公园绿地正陆续开工建设，29公里无障碍、全封闭城市绿道正抓紧开展前期工作，预计今年底建成15公里 的江城环、核心环 ...

当前，美国股票市场展现出强劲的上涨动能。纳斯达克指数、标普500指数相继刷新历史高点，道琼斯 指数亦步步逼近历史新高。这种上涨并非孤例，其积极情绪传导至全球。欧洲主要经济体的股票市场， 如法国、英国、德国，同样徘徊在新高附近，甚至饱受地缘政治困扰的以色列，其股市也创下新高。这 股普涨的态势，其核心动力来自科技板块的卓越表现。美国市场中，科技公司贡献了绝大多数的市值增 长，英伟达等巨头的表现，成为全球科技投资的缩影。 中国资本市场与美国科技板块之间存在一种联动效应。美国科技企业股价的积极表现，往往能为中国科 技概念注入活力。这种关联性提示我们，在全球化背景下，投资者需密切关注国际领先科技的动向。 回顾2025年上半年，市场曾经历来自外部环境的严峻考验，特别是四月份美国对等关税战带来的冲击。 彼时，全球市场一度承压，美国股票市场经历了一轮暴跌。然而，历史经验提示，重大负面消息往往在 短期内释放其影响力，市场会逐渐消化并适应。当前，这些曾经的"至暗时刻"已成过去，市场似乎已不 再过度关注贸易摩擦的细枝末节，转而聚焦于企业盈利和创新带来的增长前景。这种心态的转变，为下 半年市场的积极表现奠定了基调。 二、中国资本市场 ...

Group 1 - The military industry sector is experiencing a peak followed by differentiation, with recommendations against chasing high-performing stocks and instead focusing on core stocks and trend stocks [1] - The digital currency sector should be treated purely as an elastic financial product, with considerations for low absorption of core stocks during divergence expectations tied to the Shanghai Composite Index [1] - The solid-state battery sector requires monitoring two signals before reducing focus: a key stock breaking below the ten-day line without recovery and core recognizable stocks hitting the limit down [1] Group 2 - Institutions have completed their portfolio adjustments, and core stocks following a trend can be targeted for low absorption based on the five-day line logic [2] - The sector is diverse, requiring high opportunity discovery capabilities and adaptability in trading, with a recommendation to limit short-term holdings to no more than five stocks [2] - The overall market sentiment for July is optimistic, with a trading volume of 1.5 trillion sufficient to support multiple themes [2]

Group 1: Canada and US Trade Negotiations - Canada has agreed to cancel its digital services tax to facilitate trade negotiations with the US, which the White House claims is a significant victory for American tech companies [2][3] - The US will "immediately resume" trade talks with Canada following the cancellation of the digital services tax, with a goal to reach an agreement by July 21 [2][3] - The White House attributes this change to President Trump's strong negotiation style and emphasizes the importance of maintaining good trade relations with the US [2][3] Group 2: EU's Position on Digital Legislation - The European Union has stated that its digital legislation, including the Digital Markets Act and Digital Services Act, will not be part of the trade negotiations with the US [4] - The EU remains firm on its sovereign decision-making regarding digital legislation and aims to reach a trade agreement with the US by July 9 [4][5] - The US has previously criticized the EU's digital regulations as unfair and has imposed significant fines on American companies for violations [4][5] Group 3: US-Japan Trade Relations - President Trump has expressed dissatisfaction with Japan's refusal to import US rice despite facing a rice shortage, indicating a potential letter to Japan regarding trade [6][7] - Trump has labeled the US-Japan trade relationship as "unfair," highlighting a significant trade deficit and suggesting that Japan should import more US goods [7][8] - The US has imposed a 25% tariff on imported cars, and negotiations with Japan regarding tariffs are ongoing, with a deadline set for July 9 [8]

Group 1 - Circle is seeking to establish a national trust bank in the U.S. following its IPO, which would make it the second cryptocurrency operator to obtain such a banking license [1][2] - The federal banking license would allow Circle to self-custody its reserve funds, a long-held goal since the company has been considering this application since 2022 [1][2] - Circle's stablecoin, USDC, is the second-largest by market capitalization, backed by over $60 billion in reserves, including cash and short-term U.S. Treasury securities [2] Group 2 - Circle's stock price has surged fivefold since its IPO in early June, driven by optimism regarding U.S. stablecoin legislation [3] - The company has been actively seeking licenses and authorizations globally, having obtained its first digital currency license from the New York State Department of Financial Services in 2015 [3] - The new federal license would introduce a regulatory framework at the federal level, complementing the existing state-issued money transfer licenses [3]

Core Viewpoint - Shenzhen Shenlei Technology Co., Ltd. aims to acquire controlling stake in the listed company Online and Offline one year after withdrawing its IPO application, indicating a strategic shift towards "reverse listing" through asset integration [1][5][6] Group 1: Acquisition Details - Shenlei Technology plans to purchase 10.7062 million shares of Online and Offline, representing 13.32% of the total share capital, for a total consideration of 466 million yuan, or 43.55 yuan per share [3][4] - Following the transaction, Shenlei Technology will become the controlling shareholder, with Xia Jun and Li Wei as the actual controllers of Online and Offline [1][4] - The sellers will relinquish voting rights for 32.1186 million shares, accounting for 39.96% of the total share capital [4] Group 2: Financial Performance - Online and Offline's net profit for 2024, excluding non-recurring gains and losses, is projected at 4.2342 million yuan, marking a decline of approximately 95% over four consecutive years [2][7] - The company reported revenues of 11.02 billion yuan in 2020, but revenues have since fluctuated, with 2024 expected to show a revenue of 11.36 billion yuan, down 23.37% from the previous year [7][8] - The performance of the mobile information service segment has been particularly affected, with a revenue drop of 29.36% in 2024 [8] Group 3: Future Commitments - The parties involved have agreed that the existing business of Online and Offline will gradually transition to a wholly-owned subsidiary, with revenue commitments of at least 1 billion yuan and net profit of at least 20 million yuan for 2025 and 2026 [1][8] - The original controlling shareholders will assist in recovering 90% of the unrecognized book value of current assets by June 30, 2027 [8]

Market News - US stock indices collectively rose, with the Dow Jones up 0.63%, Nasdaq up 0.47%, and S&P 500 up 0.52%, both Nasdaq and S&P 500 hitting record closing highs [1] - The dollar index fell by 0.5% to 96.77, with a 10.79% decline in the first half of the year [1] - Spot gold increased by 0.88% to $3302.16 per ounce, while Brent crude oil slightly decreased by 0.30% to $66.60 per barrel [1] Industry Insights - The Financial Secretary of Hong Kong highlighted the potential of fintech in cross-border trade, aiming to address long-standing issues of slow payment speeds and high costs [2] - The newly released "Digital Asset Development Policy Declaration 2.0" emphasizes stablecoins as cost-effective alternatives in the traditional financial system, with regulations set to take effect on August 1 [2] - Ant Group's Agentar platform became the first financial-grade AI agent to receive the highest rating of 5 from the China Academy of Information and Communications Technology [3] - The AI industry is at a pivotal point, with expectations for AI agents to simplify user interactions through voice commands, potentially leading to a market share exceeding 50% for AI phones by 2027 [4] - Shanghai Ruijin Hospital has open-sourced its RuiPath pathology model, covering seven common cancers, marking a significant step in AI's application in healthcare [5] - The AI healthcare market in China is projected to reach 159.8 billion yuan by 2028, with a compound annual growth rate of 10.5% [5] Company Updates - Lihua Co. announced plans for major shareholder reductions, with a maximum of 2.5 million shares to be sold [6] - Jin Hong Shun is terminating its major asset restructuring plans after failing to reach an agreement on the transaction [7] - Hai Tian Rui Sheng plans to reduce its shareholding by up to 5% through various trading methods [7]

□ 董 鑫 数实融合，即数字经济和实体经济的融合。作为发展最迅速、创新最活跃、辐射最广泛的经济活动，数 字经济对我国经济社会发展的支撑作用日益凸显，正成为我们发展和培育新质生产力的主战场。中国信 息通信研究院发布的《中国数字经济发展研究报告（2024年）》显示，2023年我国数字经济的规模达到 了53.9万亿元，占国内生产总值（GDP）的42.8%，数字经济增长对GDP增长的贡献率达66.45%。党的 二十大报告强调，"加快发展数字经济，促进数字经济和实体经济深度融合，打造具有国际竞争力的数 字产业集群"。显而易见，数字经济在我国经济中的重要地位日益凸显，已经成为推动我国经济发展的 主要力量。 开展专精特新人才教育体系递进式层级建设。完善机制保障，建立校校、校企、校地及国际多维协同机 制，汇聚培养合力，进一步完善政府、高校、专精特新企业及数字技术企业共建产业学院，开发"数字 技术+垂直领域"模块化课程体系，设立"订单班"或"微专业"。完善校、院、专业三级教育体系。通过变 革教学模式，开展项目化教学，面向全体学生开设双创通识必修课程，打造专创融合示范课程，实 施"一专一赛、一院一品"工程，建立"通识教育课程+专 ...