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中国资产大爆发!金价跳水,失守3390美元关口
21世纪经济报道· 2025-07-23 23:12
Group 1: US Market Performance - The three major US stock indices opened higher on July 23, with the Dow Jones rising by 1.14%, the Nasdaq slightly increasing by 0.61%, and the S&P 500 gaining 0.78% [1] - The Nasdaq China Golden Dragon Index saw a peak increase of nearly 1.4% during the day, closing up by 0.75% [2][4] Group 2: Chinese Stocks and Market Sentiment - Chinese concept stocks continued to perform strongly, with the Wande China Technology Leaders Index rising nearly 2% [6] - Notable individual stock performances included Tencent Holdings ADR increasing by nearly 4% and Pinduoduo rising by nearly 3% [7][8] - A-shares also reached new highs for the year, with the Shanghai Composite Index briefly surpassing the 3600-point mark [8] Group 3: Capital Flows and Economic Outlook - Several foreign institutions have raised their forecasts for China's economic growth in 2025, citing stable economic performance and improving corporate profitability [9] - A significant portion of global sovereign wealth funds is planning to increase their allocation to Chinese assets, with around 60% of Middle Eastern sovereign funds indicating plans to invest more in China over the next five years [9] - Global capital is increasingly focusing on the Asia-Pacific region, with a notable shift away from US markets and dollar assets [10] Group 4: Gold Market Dynamics - Gold prices experienced a significant drop, with spot gold falling below the $3390 per ounce mark [11][12] - Goldman Sachs noted a shift in the composition of gold market participants, with central banks becoming a more stable source of demand, which is expected to support gold prices in the long term [14] - Analysts predict that gold prices could rise to $3700 per ounce by the end of 2025 and potentially reach $4000 per ounce by mid-2026 [14][15]
金十数据全球财经早餐 | 2025年7月24日
Jin Shi Shu Ju· 2025-07-23 23:05
男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 据称美国对欧盟商品的基准关税为15% 美日达成贸易协议,对日关税税率为15% 大部分国家或面临15%至50%的简单关税 贝森特:特朗普已经说了,他不会解雇鲍威尔 白宫官员:特朗普政府并未否认特朗普在爱泼斯坦名单上 泽连斯基削弱反腐机构独立性引发民众抗议 何立峰将赴瑞典与美方举行经贸会谈 印度恢复向中国公民发放旅游签证 市场盘点 周三,随着美国与更多贸易伙伴达成协议,市场避险情绪降温。美元指数依旧疲软,最终收跌0.16%,报97.162。美债收益率全线回升,基准的10年期美债 收益率收报4.388%,2年期美债收益率收报3.886%。 现货黄金连涨三日后回调,在传出欧美接近达成协议的消息后加速下挫,一度接近3380美元关口,最终收跌1.29%,收报3387.23美元/盎司;现货白银持稳 在39美元关口上方,最终收跌0.07%,报39.27美元/盎司。 由于贸易谈判的进展缓解了油市需求担忧,国际油价接近收平。WTI原油在65美元关口附近横盘震荡,最终收跌0.18%, ...
1.4亿元奖励金背后的“猫腻”(法治头条)
Ren Min Ri Bao· 2025-07-23 22:03
Core Viewpoint - The article emphasizes the importance of anti-commercial corruption in building a high-level socialist market economy, as highlighted by the recent Anti-Commercial Corruption Prosecutorial Work White Paper released by the Haidian District People's Procuratorate in Beijing, which reviews 1,253 commercial corruption cases over the past five years and provides insights into the characteristics of these crimes and recommendations for risk prevention and governance [1]. Group 1: Characteristics of Commercial Corruption - Commercial corruption in the digital economy has shown new characteristics, including premeditated actions, collaboration during the crime, and strategies to evade investigation using virtual currencies [6]. - The case discussed reveals a significant amount of 1.4 billion yuan in rewards that were illegally embezzled through a scheme involving the manipulation of internal data and the submission of false applications by external suppliers [2][4]. - The rise in commercial corruption cases is linked to the increasing awareness of anti-corruption measures within companies, as well as the evolving nature of business operations in the digital economy [7]. Group 2: Methods of Money Laundering - The embezzled funds were laundered using multiple shell companies created to receive the illicit rewards, which were then transferred to hidden accounts controlled by the perpetrators [3]. - The group utilized various overseas virtual currency trading platforms to convert the stolen funds into cryptocurrencies, employing techniques like "mixing" to obscure the transaction paths and further conceal the origins of the money [4]. Group 3: Legal and Preventive Measures - The Haidian District People's Procuratorate has implemented a dual reporting mechanism for companies to enhance legal supervision and has introduced a dedicated platform for enterprises to report corruption and seek prosecutorial assistance [8]. - The article outlines five main tactics used in commercial corruption, including inflating transaction costs, falsifying labor expenses, and disguising illicit transactions as legitimate business activities [9][10].
外资加仓中国 全球资本“再平衡”加速
Group 1 - The core viewpoint of the articles indicates that foreign capital is increasingly investing in China's A-share market, reversing a two-year trend of net selling, with a net increase of $10.1 billion in domestic stocks and funds in the first half of 2025 [1][2] - The stable macroeconomic environment in China, supported by effective domestic demand policies, is enhancing foreign investment confidence [1][2] - The trend of foreign capital inflow is part of a global capital "rebalancing" process, with investors shifting focus from US stocks, particularly large tech stocks, to more attractive valuations in Asian markets [2][3] Group 2 - As of the end of Q1 2025, foreign ownership of A-shares reached 2.97 trillion yuan, accounting for 3.4% of the total A-share market capitalization [3] - The MSCI China Index has a weight of approximately 17% for A-shares, indicating potential for increased foreign investment [3] - The inflow of foreign capital is also reflected in the performance of Chinese concept stock ETFs, with significant net inflows observed in the first half of 2025 [3]
Alphabet(GOOGL.O)2025年Q2广告收入713.4亿美元。
news flash· 2025-07-23 20:08
Alphabet(GOOGL.O)2025年Q2广告收入713.4亿美元。 ...
无证经营被罚500万?过罚不相当,撤销!成都法院发布“护企”典型案例
Sou Hu Cai Jing· 2025-07-23 18:10
Group 1 - The Chengdu Intermediate People's Court held a meeting focused on addressing administrative legal challenges faced by enterprises, with participation from 13 key companies across various sectors including culture, technology, commerce, and sports [1][3] - A significant administrative penalty case was discussed, where a small mushroom cultivation company faced a fine totaling nearly 5 million yuan for operating without a license. The court later deemed the penalty excessive and revoked it, citing the principle of proportionality [3][4] - The meeting established a closed-loop mechanism for addressing enterprise concerns, allowing for immediate responses to simple issues and a commitment to timely feedback for more complex problems [3][4] Group 2 - Representatives from over ten companies voiced concerns regarding high frequencies of administrative inspections, historical approval obstacles, and difficulties in credit restoration [4] - Suggestions included involving insurance companies as co-defendants in traffic accident disputes and balancing labor rights with corporate autonomy in labor disputes [4] - The meeting aimed to provide stable administrative guidance and government services for private enterprises through legal review of administrative actions [4]
二季度权益类基金加仓科技成长赛道 防御性资产成“压舱石”
Zheng Quan Ri Bao· 2025-07-23 17:16
公募基金二季报披露落下帷幕,权益类基金(股票型+混合型)的持仓结构呈现出科技成长赛道强化布局和防御性资产配 置升级的特征。公募排排网数据显示,截至二季度末,权益类基金(不含QDII基金)重仓持股总市值达2.621万亿元,较一季 度末增长2.55%,在市场波动中彰显出结构性配置的活力。 科技主线持续强化 本报记者 彭衍菘 深圳市前海排排网基金销售有限责任公司公募产品运营曾方芳表示,权益类基金管理人对港股创新药、互联网、消费等领 域的配置比例提升,主要源于对港股市场估值信心,认为这些领域具有较高的成长潜力和市场空间。 曾方芳认为,随着港股市场的逐步回暖,这些优质企业有望获得更多资金的青睐,从而带动其股价进一步上涨。此外,权 益类基金通过增配这些领域,也能进一步优化投资组合,降低整体风险,提升收益水平。 孙珩表示,二季度权益类基金对港股相关领域配置提升,可能是对估值修复机会及消费复苏预期的布局。整体来看,这样 的调整既兼顾了成长空间,也在寻求估值与业绩的平衡,反映出基金对高景气度领域和潜在修复机会的双重关注。 防御性资产配置升级 除此之外,权益类基金也开启"防御模式"。二季度,权益类基金的管理人对银行板块配置比例提 ...
助力乡村振兴 “农村集体经济经理人”正式成为新职业
Guang Zhou Ri Bao· 2025-07-23 16:31
截至2024年底,乡村CEO培训模式已由政府主导推广至重庆、云南、广西、浙江、广东等17个省市区 309个县,累计培养约6.6万名乡村经营型人才。这些人才活跃在乡村一线,通过盘活乡村闲置资源,带 动村集体和农民增收,成为乡村振兴的新兴力量。 7月22日,人力资源和社会保障部等部门发布新职业信息,"农村集体经济经理人"成为国家认可的新职 业。这一职业的设立,意味着我国乡村振兴战略在人才体系建设方面又有了新的进展。 记者了解到,腾讯可持续社会价值事业部(简称"腾讯SSV")联合中国农业大学国家乡村振兴研究院, 三年多来创新探索乡村职业经理人(以下简称"乡村CEO")的培养,其探索培养的方向与实践,与农村 集体经济经理人高度一致,已成为推动新职业发展的重要助力。 专家认为,农村集体经济经理人作为新兴职业,是中国式现代化在乡村治理和经济发展中的具体体现, 因为中国式现代化强调共同富裕、乡村振兴和高质量发展,而农村集体经济经理人的角色恰恰是推动这 些目标落地的关键力量。 中国农业大学文科资深讲席教授、国家乡村振兴研究院常务副院长李小云表示:"随着乡村振兴的快速 推进,乡村功能多元化的趋势越来越明显,今天的乡村产业已经远 ...
2025中国互联网大会开幕 “智能体”引热议
Zhong Guo Xin Wen Wang· 2025-07-23 15:44
Group 1 - The 2025 China Internet Conference opened in Beijing, focusing on the theme "Digital Drive New Quality, Intelligent Creation Future," with discussions centered around cutting-edge technologies such as AI, 5G-A/6G, and low-altitude economy [1] - The concept of "intelligent agents" emerged as a key topic, with experts indicating a shift from generative large models to AI agents and agentic AI, marking the transition into an era of intelligent agents [1] - Intelligent agents are defined as a closed loop formed by "large models + memory systems + tool invocation + planning capabilities," enabling not just task execution but also feedback and reflection on execution results [1] Group 2 - The current trend indicates that intelligent agents are moving from concept to practice, with the potential for individuals or teams to possess dozens or hundreds of intelligent agents forming digital teams [1] - The exhibition showcased various technology companies presenting intelligent agent-related content, including China Mobile's AI development platform that allows users to create intelligent agents through simple verbal commands [1][2] - The innovation is said to lower the AI technology barrier, providing users with the opportunity to experience intelligent agent development, shifting the role of users from operators to AI decision-makers [2]
中国互联网大会热议智能体:未来人类或管理“数字员工”
Zhong Guo Xin Wen Wang· 2025-07-23 15:41
中新网北京7月23日电(记者吴涛)在23日举行的2025中国互联网大会上,AI智能体成为众多与会者讨论 的热门话题。多位嘉宾认为,AI智能体将与互联网深度融合,影响人类的工作、生活。 (文章来源:中国新闻网) 中国工程院院士邬贺铨认为,未来,人工智能将和互联网深度融合,带来新的需求。"AI for Internet和 Internet for AI两个方向都需要着力,一个是互联网怎么适应大流量、高隐私、边缘计算等需求;另一个 角度,广大网友也需要在互联网上更多地应用到AI技术,来满足个性化需求。" 零一万物联合创始人马杰也指出,人工智能将带给创业者更多机会。人类可以基于AI做很多事情,原 来做一个新技术公司是很难的,也需要很多人,现在因为有了AI技术,一个小公司基于AI大模型或 Agent,也有可能成为独角兽公司。 中关村实验室主任、中国互联网协会副理事长吴建平认为,现在人工智能互联网还未实现,但人工智能 绝对会对互联网产生影响。比如改善和优化局部互联网,以前靠人工来纠正的地方,未来可能由"互联 网运维大模型"自动诊断和修复。(完) "未来每个人都将拥有一个由AI智能体组成的数字团队,你的工作就是管理这些数字 ...